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

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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

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Reasons to Read

We offer highlights from the Retail Technology Show 2025, with insights on environmental sustainability, the deployment of AI (artificial intelligence), unified commerce and much more.

  • Is Shein really a fast-fashion company?
  • What is the future of packaging barcodes?
  • How is data centralization and unified commerce driving gains in retail?

Read this report to find out!

Companies mentioned in this report include: Belstaff, GS1, John Lewis Partnership, Kingfisher, Shein, Stuart Trevor, Tesco

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Reasons to Read

Walmart hosted its Investment Community Meeting 2025 on April 9, 2025. We present highlights on the performance of the retailer’s US, International and Sam’s Club businesses, and how the company is responding to tariffs.

Walmart is fast-tracking its evolution from a low-margin retailer to a higher-margin digital profit engine, with:

  • E-commerce, advertising, data and fintech expected to fuel two-thirds of future profit growth
  • Sam’s Club doubling down on physical expansion and a bold digital push
  • AI tools like “Sparky” and “Wally” reshaping how Walmart merchandises and serves customers

But there’s a twist: Tariffs just became a wildcard.

Dive into our insights to understand Walmart’s strategic positioning, long-term vision, and response to tariffs.

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Reasons to Read

Music festivals in the US have evolved into significant cultural and commercial events. What opportunities do they present for brands and retailers, and what strategies can brands employ to engage with festivalgoers and drive spending?

In this report, we analyze festivalgoers’ 2025 plans and discuss examples of brand activations at musical festivals to highlight four key ways that retail companies can create immersive experiences that resonate with festival audiences.

Data in this research report include:

  • Foot traffic at the Lollapalooza music festival, 2019–2024
  • Proprietary US consumer survey findings—number of music festivals that festivalgoers plan to attend this year, brand engagement plans, expected spending at and after music festivals, likelihood of recommending a brand due to festival participation

Companies mentioned in this report include: American Apparel, Coca-Cola, Heineken, Poosh, Red Bull, Tide (Procter & Gamble), Ulta Beauty

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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 Harmon, Managing Director of Technology Research, discusses technology-focused highlights from the recent Shoptalk Spring 2025 conference, covering AI (artificial intelligence), GenAI (generative AI) and retail media.

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

Companies mentioned in this report include: Google, Meta, Postscript

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Reasons to Read

On April 2, 2025, the US government unveiled sweeping, reciprocal tariffs, targeting imports from dozens of countries. While the government has since announced a 90-day pause on reciprocal tariffs for all countries except China, we expect rising trade barriers and tariff policies to reshape the global retail landscape, forcing retailers and brand owners to rethink their supply chains and competitive strategies.

In this report, Coresight Research offers forward-looking analysis of the evolving trade landscape, providing a three-step action plan to help industry players safeguard margins, preserve agility and seize strategic advantage in the current tariff-impacted environment.

Companies mentioned in this report include: Abercrombie & Fitch, Adidas, Amazon, American Eagle Outfitters, Bath & Body Works, Best Buy, Burberry, Costco, Dollar Tree, Lululemon Athletica, NIKE, Target, The TJX Companies, Walmart

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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 our latest proprietary survey findings on:

  • US consumers’ expectations for the economy overall and for their own personal financial situation over the next 12 months

How did the April 2, 2025, announcement of reciprocal tariffs by the US impact consumer sentiment? Our latest update offers a preview of surprising findings from our April 7 survey.

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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 and closure announcements by Amazon, The Edinburgh Woollen Mill, Frasers Group and T.M.Lewin, among others. This report presents data up to week 15 of 2025, ended April 11, 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: Amazon, The Edinburgh Woollen Mill, The Fragrance Shop, Frasers Group, T.M.Lewin

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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 Guess?. Non-store-closure news includes Guess? appointing a new Chief Financial Officer.

This report presents data up to week 15 of 2025, ended April 11, 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: Birkenstock, Daiso, GNC, Guess?, Kroger, RH, Stiiizy, Trader Joe’s

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