June 18, 2025 Deep Dive Premium Earnings Insights 1Q25: Wrap-Up—Growth Outpaces Declines Across Most SectorsWe analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies mostly based in the US) in the first quarter of 2025, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes.
June 18, 2025 Deep Dive Databank Members Financial Confidence Improves but Tariffs and Inflation Impact Shopping Behavior: US Consumer Survey InsightsWhat are US consumers’ perceptions of tariffs and inflation, and how are they changing their shopping behavior as a result? We provide the answers through analysis of proprietary survey findings, and present an update on consumer sentiment, including improving financial confidence.
June 17, 2025 Insight Report Premium Amazon Prime Day 2025: Preview—Five Essential Insights on Consumers’ Shopping PlansAmazon’s annual Prime Day shopping festival will be held during July 8–11, 2025, across 20 global markets, including the US. Leveraging proprietary US consumer survey findings, we present five essential insights ahead of the event, including how consumer interest in Prime Day compares with actual conversion, which product categories are set to dominate, and what brands can do to drive sales.
June 16, 2025 Insight Report Premium Retail Under Pressure: How Will Tariffs Disrupt the Back-to-School and Holiday Seasons?Discover how retailers are adjusting their strategies ahead of the 2025 back-to-school and end-of-year holiday seasons in response to recent and potential changes to tariffs.
June 13, 2025 Store Tracker Databank Members Weekly US Store Openings and Closures Tracker 2025, Week 24: Casey’s To Open 80 Stores; Torrid To Close 180 StoresOur Weekly US Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the US. This week, we highlight the latest store opening and closure announcements from Casey’s, Dollar Tree, Family Dollar and Torrid, as well as the announcement of a new Chief Operating Officer at Kirkland’s.
June 10, 2025 Infographic Free Report Earnings Insights 1Q25, Week 7: Dollar Stores See Growth Amid Tariff Pressures—InfographicDiscover the latest revenue and EPS (earnings per share) data from week seven of the 1Q25 (first quarter of 2025) earnings season with this infographic, covering various companies that reported in the week ended June 8, 2025, including Dollar General, Dollar Tree, Petco and more.
June 10, 2025 Deep Dive Databank Members High-Income Consumers’ Financial Sentiment Reaches New Peak; Facebook Slumps in Social Commerce: US Consumer Survey InsightsWe analyze new survey findings on consumers’ economic and financial outlooks, in total and by income group. Plus, we spotlight social commerce, revealing which social media platforms are popular for shopping and which product categories are bought at the highest rates.
June 8, 2025 Analyst Corner Register for Free Access Analyst Corner: From Models to Markets—The Accelerating Shift Toward AI Applications, with Charlie PoonIn this week’s Analyst Corner, Charlie Poon, Analyst, discusses recent AI (artificial intelligence)-focused developments and events—including Amazon’s AWS Summit and Google I/O—that point to a shift in focus from hardware to applications in the world of AI.
June 6, 2025 Infographic Free Report Three Data Points We’re Watching This Week, Week 23: US Retail Sectors in FocusDiscover key data points we are watching in week 23 of 2025. This week, we present proprietary survey findings on US consumers’ shopping behavior in the grocery, home and home-improvement sectors.
June 4, 2025 Deep Dive Databank Members Economic Sentiment Climbs; Walmart Overtakes Lowe’s in Home-Improvement Sector: US Consumer Survey InsightsWhich retailers are popular among US home and home-improvement shoppers, and what are these shoppers buying? Dive into our sector-focused insights and discover how overall consumer sentiment is tracking with our new survey findings.
June 4, 2025 Store Tracker Databank Members US Store Tracker Extra, May 2025: Rite Aid Takes Total Closed Retail Space to Over 110 Million Square FeetIn May 2025, store closures by New Rite Aid, Office Depot and Smithland pushed the total amount of retail space to close in the US this year to over 100 million square feet, Coresight Research calculates. Dive into all the latest brick-and-mortar developments in US retail with our comprehensive data on closures, openings and square-footage impacts.
June 3, 2025 Infographic Free Report Earnings Insights 1Q25, Week 6: Costco Wholesale, Deckers Outdoor and Ulta Beauty Report Growth While Department Stores Face Challenges—InfographicDiscover the latest revenue and EPS (earnings per share) data from week six of the 1Q25 (first quarter of 2025) earnings season with this infographic, covering various companies that reported in the week ended June 1, 2025, including Best Buy, Macy’s, Ulta Beauty and more.
June 3, 2025 Infographic Premium US Online Grocery Survey 2025: Full-Basket Orders Increase as Delivery Retains Its Dominance—InfographicIn our eighth annual US online grocery survey, we delve into the purchasing patterns of online grocery shoppers, including their product choices, preferred retailers and fulfillment preferences. Discover key insights from our most recent survey with this infographic.
June 2, 2025 Deep Dive Premium US Online Grocery Survey 2025: Full-Basket Orders Increase as Delivery Retains Its DominanceIn our eighth annual US online grocery survey, we delve into the purchasing patterns of online grocery shoppers, including their product choices, preferred retailers and fulfillment preferences.
June 1, 2025 Analyst Corner Register for Free Access Analyst Corner: Chinese Consumers Still Embrace International Brands—If Those Brands Deliver: Three Key Findings from a New Study, with John HarmonIn this week’s Analyst Corner, John Harmon, Managing Director of Technology Research, presents three insights on China e-commerce dynamics, drawing on data from the recently published China Online Consumer Brand Index (a study by Peking University, supported by Alibaba). Discover which international brands are most popular and what the study’s findings reveal about Chinese consumers’ online shopping preferences.
