Reasons to Read

How is DeepSeek disrupting the AI (artificial intelligence) status quo, and what does this mean for the future of AI?

The generative AI (GenAI) landscape is shifting—and fast. In this report, explore one of the most disruptive developments in global AI: the emergence of DeepSeek, a Chinese AI company that is redefining what’s possible with open-source, low-cost, high-performing AI models.

This essential read breaks down how DeepSeek’s groundbreaking architecture and cost-efficient strategy is leading the democratization of AI, with the potential to restructure competitive dynamics across the global tech sector.

We unpack the technical breakthroughs, training methodology and strategic implications of DeepSeek’s AI models.

Companies mentioned in this report include: Alibaba, DeepSeek, Meta, OpenAI

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Reasons to Read

The Weekly US Consumer Sentiment infographic series from Coresight Research takes a regular temperature check on US consumer sentiment in the context of shifts in the macroeconomic landscape.

Data in this infographic are proprietary survey findings on:

  • US consumers’ expectations for the economy overall and for their own personal financial situation over the next 12 months
  • Sentiment trends by income (selected insights)

This week, we highlight an uptick in economic expectations for the first time in eight weeks. The latest data in this infographic are from our survey conducted on April 14, 2025.

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Reasons to Read

The monthly Coresight Research US Retail Sales Outlook series tracks several major macroeconomic indicators and their likely effect on US retail sales. In this report, we analyze the latest available data as of April 21, 2025.

Alongside this report, you can access the data behind key charts and tables in the Excel download above.

Data in this research report include:

  • Our projections for retail sales growth by month for the next 12 months
  • Proprietary survey data on consumer sentiment in the US
  • US actual retail sales versus model-predicted sales
  • US unemployment rate and labor force participation rate
  • US average hourly wages for all private-sector employees
  • US annualized real disposable income per capita

Other relevant research:

  • Coresight Research’s monthly reports keep you up to date on retail sales (in total and by sector) and key consumer indicators in the US.
  • The US Retail Sales Databank features retail sales values and year-over-year growth, in total and by sector, by year and by month. This Databank is updated monthly.
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Reasons to Read

The Coresight Research weekly US Consumer Survey Insights series takes a regular temperature check on US consumers’ behaviors and sentiment, based on exclusive proprietary survey data.

The latest data in this report are from our survey conducted on April 14, 2025, with headline findings on an uptick in consumers’ economic expectations.

In addition to our usual weekly findings on consumer sentiment, activities and shopping patterns, we dive into data on drugstore and pharmacy shopping specifically. Uncover popular retailers and product categories.

Data in this research report are our latest proprietary survey findings on:

  • Consumers’ expectations for the economy overall and for their own personal financial situation—plus, breakdowns of our findings by income
  • Popular retailers and product categories among drugstore and pharmacy shoppers
  • Where consumers have bought food and nonfood products from in the last two weeks
  • What consumers have bought in-store and online in the last two weeks
  • Activities that consumers have done in the past two weeks

Companies mentioned in this research report include: CVS Health, Rite Aid, Walgreens Boots Alliance, Walmart

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Reasons to Read

Amid current, challenging economic times, interest in sustainability is regrettably likely to take a secondary importance for many companies. However, Coresight Research believes that sustainability is not antithetical to profitability.

As retailers and brands reflect on the environmental impacts of their business this Earth Day (April 22, 2025), we explore five key areas where emerging technology can help to enhance sustainability while simultaneously improving revenues or reducing costs—in effect, doing good while doing well.

Data in this research report include:

  • Proprietary survey data on reasons for online apparel returns and what share of consumers planned to participate in the secondhand market while shopping for the 2024 holiday season
  • The estimated value of all food wasted across the supply chain in 2024
  • The estimated size of the US fashion resale market, 2025 and 2028

Companies mentioned in this report include: Apple, Amazon, Avery Dennison, Digital Wave Technologies, Invent.ai, Kroger, Macy’s, Inc., Meta Platforms, RELEX, SAP, Shein, Target, ThredUp, Walmart

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Reasons to Read

Welcome to Analyst Corner! Every Sunday, a member of the Coresight Research team discusses upcoming or recent research and their thoughts on interesting topics in their area of expertise.

This week, John Mercer, Head of Global Research, discusses Shein’s business model, highlighting insights from the company that were presented at the Retail Technology Show 2025.

Understand the company’s approach to aligning supply and demand in the fashion industry, and its implications for sustainability.

We also highlight our key research from the past week and upcoming reports to look out for, so you don’t miss out.

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Reasons to Read

Our Weekly UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the UK.

This week, we highlight store-opening plans from B&M and Tesco, as well as Asda’s appointment of a new Chief People Officer. This report presents data up to week 16 of 2025, ended April 18, 2025.

Data in this research report include:

  • Week-by-week comparisons of announced store closures and openings in the UK—2025 vs. 2024
  • Major UK store closures and openings—2025 and 2024

Companies mentioned in this report include: B&M, The Range, River Island, Søstrene Grene, Tesco, Winfields Outdoors

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Reasons to Read

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-closure plan announced by 7-Eleven, resulting in more than 300 closures. Non-store-closure news includes CVS Health appointing a new Executive Vice President and Chief Financial Officer.

This report presents data up to week 16 of 2025, ended April 18, 2025.

Data in this research report include:

  • Week-by-week comparisons of announced store closures and openings in the US—2025 vs. 2024
  • Major US store closures and openings—2025 and 2024
  • Major US retail bankruptcies—2025 and 2024

Companies mentioned in this report include: 7-Eleven, Groupe Dynamite, IKEA, Rite Aid, Victoria’s Secret, Walgreens Boots Alliance

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Reasons to Read

The beauty and personal care sector has long been on a resilient trajectory, both in India and in the US. Amid this resiliency, a noticeable shift has emerged: men are increasingly becoming active participants in the beauty space. What was once considered a predominantly female-oriented sector is now witnessing rising engagement from men worldwide, particularly in the skincare category.

Explore the evolving men’s skincare market in India and examine the underlying factors fueling the category’s growth. We also cover how emerging brands are leveraging emerging technologies, science-backed formulations and personalized solutions to redefine skincare products, as well as how both e-commerce and quick-commerce companies are making these products more accessible than ever

Data in this research report include:

  • The size of the men’s skincare category in India and year-over-year changes, 2020–2029E
  • Share of beauty and personal care sales in India by channel, 2023 and 2028E

Companies mentioned in this report include: Amazon, Beardo, Blinkit, Colgate-Palmolive, Flipkart, Gillette, Hindustan Unilever, L’Oréal, Marico, Minimalist, Myntra, Nykaa, Reckitt Benckiser, Walmart

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Reasons to Read

The US foodservice sector is undergoing a transformation as a result of value-driven consumer expectations, mergers and acquisitions (M&A) activity, and emerging technologies, among other factors.

In this Market Outlook, we explore the size and trajectory of the US foodservice sector (also known as the food-away-from-home sector) and key factors impacting growth. We also detail the overall sector’s competitive landscape and present key themes we are watching in 2025 and beyond.

Each Market Outlook offers our analysts’ definitive view of their sector. This research report includes proprietary forecasts, analysis of company metrics, exclusive consumer survey data and our analysts’ consideration of factors and themes in the market.

Data in this research report include:

  • Total foodservice sales in the US and year-over-year growth rates, 2020–2029E
  • Online meal delivery sales in the US and year-over-year growth rates, 2020–2029E
  • Proprietary survey data on consumers’ observations of restaurant menu price changes and their response to those changes
  • Major US Restaurant chains’ revenues and operating margins, 2020–2024
  • Food-away-from-home and food-at-home inflation in the US, January 2023–February 2025

Companies mentioned in this report include: Bain Capital, Burger King, CAVA, Chik-Fil-A, Chili’s, Chipotle, Darden Restaurants, Domino’s, McDonald’s, Starbucks, Subway, Wendy’s, Yum! Brands

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Reasons to Read

As global trade tensions escalate and tariff policies evolve, we analyze how US consumer expectations compare to business confidence.

Dive into the latest data, including proprietary survey findings, to unpack a divergence in key sentiment metrics and understand what this mean for retail.

We point to a crucial window for strategic adaptation. Discover what smart companies should do now to navigate the uncertain retail landscape.

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Reasons to Read

In March 2025, US retail sales (excluding gasoline and automobile sales) rebounded from February’s decline, despite concerns around tariffs. Using data from the US Census Bureau, we analyze US retail sales in February 2025, in total and by sector.

Data in this research report are:

  • Year-over-year changes in US total retail sales (excluding gasoline and automobiles), March 2024–March 2025
  • Year-over-year changes in retail sales by sector, February and March 2025

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Reasons to Read

The Coresight Research weekly US Consumer Survey Insights series takes a regular temperature check on US consumers’ behaviors and sentiment, based on exclusive proprietary survey data.

The latest data in this report are from our survey conducted on April 7, 2025, with headline findings on consumers’ financial and economic expectations following the announcement of reciprocal tariffs by the US government on April 2, 2025.

In addition to our usual weekly findings on consumer sentiment, activities and shopping patterns, we dive into data on clothing, apparel accessories and footwear shopping specifically. Uncover popular retailers, brands and product categories.

Data in this research report are our latest proprietary survey findings on:

  • Consumers’ expectations for the economy overall and for their own personal financial situation—plus, breakdowns of our findings by income
  • Popular retailers and product categories among apparel and footwear shoppers
  • Where consumers have bought food and nonfood products from in the last two weeks
  • What consumers have bought in-store and online in the last two weeks
  • Activities that consumers have done in the past two weeks

Companies mentioned in this research report include: Amazon, Foot Locker, Jordan, NIKE, Target, Temu, The North Face, Walmart

Other relevant research:

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Reasons to Read

The Coresight Research monthly China Consumer Survey Insights series takes a regular temperature check on Chinese consumers’ behaviors and sentiment, based on exclusive proprietary survey data.

In this research report, we present findings from our latest weekly surveys, with the most recent undertaken on March 31, 2025. We highlight continued declines in consumer expectations for their personal finances and the economy, ahead of new US tariffs.

Data in this research report are:

  • Consumers’ expectations for economic conditions and personal finances in the next 12 months
  • How consumers’ financial situation now compares to 12 months ago
  • Activities that consumers have done in the past two weeks
  • What products consumers have bought in-store and online in the last two weeks

Other relevant research:

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