Insight Report | June 11, 2026 Premium Earnings Insights 1Q26, Week 5: Five Below Grows Sales by One-Third; Macy’s “Reimagine” Stores Affirm That Execution Drives GrowthEarnings Insights 1Q26 Week examines Costco, Ulta Beauty, Lululemon and other major retailers, tracking revenue trends, consumer behavior and technology initiatives. Read More
Deep Dive | June 9, 2026 Databank Members Higher-Income Consumers’ Sentiment Improves; Consumers Cutting Back More on Dining and Travel: US Consumer Survey InsightsHow are US consumers’ sentiment and spending behavior changing amid the Middle East conflict and rising gasoline prices? We review our latest US consumer data on sentiment and spending cutbacks across categories. Read More
Event Presentation | June 5, 2026 Premium US Fashion Resale Market: Solid Growth Amid Inflationary Environment as Consumers Seek Value—Premium Subscriber CallDiscover the growth and challenges of the US fashion resale market in this presentation, with insights into consumer behavior, digital platforms and luxury resale trends. Read More
Deep Dive | June 2, 2026 Databank Members Sentiment Holds Steady; Consumers Cutting Back on Dining and Travel: US Consumer Survey InsightsHow are US consumers’ sentiment and spending behavior changing amid the Middle East conflict and rising gasoline prices? We review our latest US consumer data on sentiment and spending cutbacks across categories. Read More
Event Presentation | May 29, 2026 Premium The US Consumer: Inflation, Gas Prices, Sentiment and Learnings from Earnings SeasonWe assess the forces impacting the US consumer economy and retail sector, drawing on data on inflation, consumer sentiment, consumer spending and retail sales, as well as company earnings results and commentary. In this presentation, we discuss how US consumers are growing their spending in retail despite inflationary headwinds. Read More
Deep Dive | May 27, 2026 Premium April Sentiment Steadies, but Energy and Property Drag Weigh on Households: China Consumer Survey InsightsWe analyze proprietary survey data to track consumer sentiment and financial sentiments in China. This report shows steady optimism in April 2026. Read More
Deep Dive | May 26, 2026 Databank Members Consumer Sentiment Stabilizes; Tariffs Pessimism Intensifies; Trading Down Persists: US Consumer Survey InsightsHow are US consumers’ sentiment and shopping behavior changing amid Middle-East conflict, inflation and tariffs? We review our latest US consumer data on sentiment, perceptions of the impacts of tariffs, inflation awareness and responses to inflation. Read More
Deep Dive | May 19, 2026 Databank Members Consumer Sentiment Weakens, Driven by Middle-Income Consumers: US Consumer Survey InsightsHow are US consumers’ sentiment and spending behavior changing amid the Middle East conflict and rising gasoline prices? We review our latest US consumer data on consumer sentiment and spending cutbacks across categories. Read More
Deep Dive | May 12, 2026 Databank Members Financial Sentiment Edges Up, Driven by Higher-Income Consumers: US Consumer Survey InsightsHow are US consumers’ sentiment and spending behavior changing amid the Middle East conflict and rising gasoline prices? We review our latest US consumer data on consumer sentiment and spending cutbacks across categories. Read More
Insight Report | May 6, 2026 Premium 4Q25 US Earnings Season Wrap-Up: 80% of Companies Grow Sales and About 75% Beat EPS Consensus Amid Broad Strength in Discount, Specialty Apparel and Value Retail4Q25 earnings wrap-up reveals retail sales growth, margin pressure and sector performance trends across leading global retailers and brands. Read More
Deep Dive | May 5, 2026 Databank Members Sentiment Improves, Driven by Higher-Income and Middle-Income Consumers: US Consumer Survey InsightsHow are US consumers’ sentiment and spending behavior changing amid the Middle East conflict and rising gasoline prices? We review our latest US consumer data on consumer sentiment and spending cutbacks across categories. Read More
Event Presentation | May 1, 2026 Premium Energy and Inflation Update + Retail Tech for the Holidays: Premium Subscriber CallOur analysts presented on two pressing issues for US retail: The energy shock’s impacts on inflation and the implications for consumers, and the technologies that retailers should look to deploy for holiday 2026. Read More
Deep Dive | April 28, 2026 Databank Members Financial Sentiment Falls to Record Low, Driven by Sharp Declines Across Income Groups: US Consumer Survey InsightsHow are US consumers’ sentiment and spending behavior changing amid the Middle East conflict and rising gasoline prices? We review our latest US consumer data on consumer sentiment and spending cutbacks across categories. Read More
Deep Dive | April 21, 2026 Databank Members Sentiment Improves Slightly; Tariff Pessimism Eases; Inflation Awareness Highly Salient: US Consumer Survey InsightsHow are US consumers’ sentiment and shopping behavior changing amid Middle-East conflict, inflation and tariffs? We review our latest US consumer data on consumer sentiment, consumers’ perceptions of the impacts of tariffs and consumers’ inflation awareness and responses to inflation. Read More
Deep Dive | April 20, 2026 Databank Members Consumer Sentiment Softens in March as Oil Shock Pressures Build: China Consumer Survey InsightsWe analyze proprietary survey data to track consumer sentiment and financial sentiments in China. This report shows steady optimism in March 2026. Read More
