April 11, 2025 Insight Report Premium US Tariffs: Three Actions for Risk Mitigation and Long-Term PositioningWe expect rising tariffs to reshape the global retail landscape, forcing retailers and brand owners to rethink their supply chains and competitive strategies. Amid this context, Coresight Research provides a three-step action plan to help industry players safeguard margins, preserve agility and seize strategic advantage.
April 11, 2025 Store Tracker Databank Members Weekly UK Store Openings and Closures Tracker 2025, Week 15: Amazon Closes Amazon Fresh Store; T.M.Lewin To Open One StoreOur Weekly UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the UK. This week, we highlight store opening and closure announcements by Amazon, The Edinburgh Woollen Mill, Frasers Group and T.M.Lewin, among others.
April 10, 2025 Infographic Free Report 4Q24 Earnings Season Wrap-Up: Which Companies Missed, Beat and Fell in Line with Expectations?—InfographicExplore which companies beat consensus expectations and which missed consensus expectations during 4Q24 (the fourth quarter of 2024) earnings season with this infographic, covering more than 90 of the companies on the Coresight 100, our focus list of retailers and brand owners.
April 9, 2025 Event Coverage Register for Free Access Shoptalk Spring 2025 Wrap-Up: Customer-Centricity for a New Golden Age of RetailWe 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.
April 9, 2025 Deep Dive Premium What You Need to Know About US Tariffs and Consumers’ and Retailers’ Reactions—April 2025 UpdateWhat 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.
April 8, 2025 Deep Dive Databank Members Consumer Sentiment Flatlines Ahead of Big Tariff Reveal; Plus, Mass Merchandisers and Wholesale Clubs in Focus: US Consumer Survey InsightsDive 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.
April 8, 2025 Insight Report Premium 4Q24 Retail Inventory Insights: Retailers Maintain Lean Inventories as Overall Inventory Ratio Remains UnchangedOur 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.
April 4, 2025 Insight Report Premium US Tariffs: Who Wins, Who Loses and What It Means for the EconomyRising 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.
April 4, 2025 Insight Report Premium Amazon Bids to Acquire TikTok—What It Means for US E-CommerceOn 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.
April 3, 2025 Deep Dive Premium 4Q24 Earnings Season Wrap-Up: Widespread Positive Sales Growth Recorded This QuarterWe 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.
April 2, 2025 Store Tracker Databank Members US Store Tracker Extra, March 2025: US Total Closed Retail Space Exceeds 100 Million Square FeetIn 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.
April 2, 2025 Deep Dive Databank Members Consumer Sentiment Stabilizes… for Now; Plus, Inflation Awareness Rises: US Consumer Survey InsightsWhat 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.
April 1, 2025 Insight Report Premium Dollar Tree To Divest Family Dollar: Here’s What It Means—Consumer + Real Estate Data AnalysisWe 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.
April 1, 2025 Deep Dive Databank Members Seasonal Shopping, 2Q25—Expectations for Easter, Memorial Day, Mother’s Day, Father’s Day; Plus, Holiday 2025 Plans: US Consumer Survey Insights ExtraWill US consumers celebrate or spend on key events in the second quarter this year? This month’s US Consumer Survey Insights Extra—Seasonal Shopping report analyzes consumer expectations for Easter, Memorial Day, Mother’s Day and Father’s Day, as well as for the end-of-year holiday season.
March 28, 2025 Store Tracker Databank Members Weekly US Store Openings and Closures Tracker 2025, Week 13: Dollar Tree and Five Below Drive Store OpeningsOur Weekly US Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the US. This week, we highlight discount-store developments—namely, store openings by Five Below and Dollar Tree, Inc., as well as the sale of Family Dollar. Non-store-closure news includes The Container Store’s CEO stepping down.
