Report

Access research reports and presentations on the retail and technology ecosystem, including consumers, companies, economies, and retail and technology trends. Use the filters below to find research reports and presentations by sector, theme, company or other parameters. Alternatively, use the search box above to find relevant research content.

Insight Report | April 10, 2025 Premium

US CPG Sales Tracker: Growth Momentum Eases Amid Greater Consumer Caution

The Coresight Research and Circana monthly US CPG Sales Tracker provides our data-driven analysis of sales trends in the US CPG industry—covering the product categories of food & beverages, health & beauty, and general merchandise & homecare. This report presents key insights for the four weeks ended March 23, 2025.

Event Coverage | April 9, 2025

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Shoptalk Spring 2025 Wrap-Up: Customer-Centricity for a New Golden Age of Retail

We present our top insights from Shoptalk Spring 2025, centered around five key themes, from unified commerce and customer-centricity to retail media and advanced retail technologies. Reflect on what you heard at the conference and catch up on what you missed! Coresight Research is an official research partner of Shoptalk Spring 2025.

Deep Dive | April 9, 2025 Premium

What You Need to Know About US Tariffs and Consumers’ and Retailers’ Reactions—April 2025 Update

What are the impacts of new US tariffs on the retail industry and the economy? How are consumers and retailers responding? Find out in our new report, which explores economic disruption, consumer sentiment and retail strategies, drawing on proprietary survey data and industry interviews.

Deep Dive | April 8, 2025 Databank Members

Consumer Sentiment Flatlines Ahead of Big Tariff Reveal; Plus, Mass Merchandisers and Wholesale Clubs in Focus: US Consumer Survey Insights

Dive into our survey-driven insights on mass merchandiser and warehouse club shopping in the US to uncover popular retailers and the most bought categories. Plus, we continue to track consumer sentiment, with new data this week revealing steady trends ahead of reciprocal tariffs being announced.

Insight Report | April 8, 2025 Premium

4Q24 Retail Inventory Insights: Retailers Maintain Lean Inventories as Overall Inventory Ratio Remains Unchanged

Our quarterly US Retail Inventory Insights series analyzes inventory trends in US retail. In this report, dive into trends by sector and inventory turnover ratios among major US retailers in the fourth quarter of 2024.

Analyst Corner | April 6, 2025

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Analyst Corner: Agentic AI—The New Wave of AI Opportunity, with Charlie Poon

In this week’s Analyst Corner, Charlie Poon, Analyst, discusses the building blocks of agentic AI (artificial intelligence)—an emerging technology that builds on GenAI (generative AI) and is set to be transformative for retail and other industries.

Insight Report | April 4, 2025 Premium

US Tariffs: Who Wins, Who Loses and What It Means for the Economy

Rising trade barriers and tariffs—including the announced reciprocal tariffs by the US on April 2, 2025—are fundamentally reshaping global supply chains and corporate strategies. In this report, we examine the industries poised to benefit or suffer in a high-tariff environment.

Insight Report | April 4, 2025 Premium

Amazon Bids to Acquire TikTok—What It Means for US E-Commerce

On April 3, 2025, e-commerce giant Amazon reportedly submitted a bid to acquire TikTok from its Chinese parent company, ByteDance. We examine the implications of the bid and the potential impact of a successful deal on the US e-commerce sector.

Store Tracker | April 4, 2025 Databank Members

Weekly US Store Openings and Closures Tracker 2025, Week 14: Urban Outfitters Announces Expansion Plan

Our Weekly US Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the US. This week, we highlight the recent major store expansion plan announced by Urban Outfitters. Non-store-closure news includes Macy’s appointing a new Chief Operating Officer and Chief Financial Officer.

Store Tracker | April 4, 2025 Databank Members

Weekly UK Store Openings and Closures Tracker 2025, Week 14: Marks & Spencer Announces Store Openings Across Multiple Formats

Our Weekly UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the UK. This week, we highlight Marks & Spencer’s recently announced store expansion plan, with store openings occurring across many of its formats.

Insight Report | April 3, 2025 Free Report

Mapping the US’s Reciprocal Import Tariffs: Which Nations Are Affected?

We provide the full list of reciprocal tariffs announced by the US on April 2, 2025, and chart the import rates of affected nations by continent.

Deep Dive | April 3, 2025 Premium

4Q24 Earnings Season Wrap-Up: Widespread Positive Sales Growth Recorded This Quarter

We analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies mostly based in the US) in the fourth quarter of 2024, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes.

Store Tracker | April 2, 2025 Databank Members

US Store Tracker Extra, March 2025: US Total Closed Retail Space Exceeds 100 Million Square Feet

In March 2025, closures by Big Lots, Forever 21 and Macy’s caused total US closed retail space for the year to push past 100 million square feet, according to Coresight Research estimates. Discover US retailers’ latest store closure and opening announcements, as well as the square-footage impacts of these developments, with our monthly US Store Tracker Extra series.

Deep Dive | April 2, 2025 Databank Members

Consumer Sentiment Stabilizes… for Now; Plus, Inflation Awareness Rises: US Consumer Survey Insights

What are US consumers’ perceptions of inflation, and how are they changing their spending habits as a result? We analyze new survey findings on consumers’ inflation-combating strategies when shopping for food and nonfood products. We also present an update on consumer sentiment.

Insight Report | April 1, 2025 Premium

Dollar Tree To Divest Family Dollar: Here’s What It Means—Consumer + Real Estate Data Analysis

We offer our take on the sale of the Family Dollar business by Dollar Tree, Inc., which was announced on March 26, 2025. Discover the key factors in Dollar Tree’s integration struggles with Family Dollar and what the acquisition agreement means for Dollar Tree, Family Dollar and other retailers.