InfographicThree Data Points We’re Watching This Week, Week 18: What US Consumers Think About Tariffs—Update Coresight Research May 2, 2025 Reasons to ReadOur Three Data Points We’re Watching This Week series spotlights key data points from our research. Discover key data points we are watching in week 18 of 2025. This week, we spotlight proprietary survey findings that reveal US consumers’ expectations for the financial and economic impacts of new tariffs. Other relevant research: Tariffs + Consumer Sentiment: A Timeline, 2025 All our coverage of tariffs The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. All graphics in the Three Data Points series, including our prior survey findings on consumers’ perceptions of tariffs This document was generated for Other research you may be interested in:Analyst Corner: What’s Ahead for Retail Media in 2026, with Sujeet NaikInnovator Profile: Scrollmark—Automating Social Engagement and Conversions Through Community-Led WorkflowsWeekly US Store Openings and Closures Tracker 2026, Week 4: Amazon To Close All Amazon Fresh Stores as Total Closures Surge by 1,000US Consumer and Retail Outlook—Holiday 2025 and Beyond: Premium Subscriber Call, September 2025
InfographicEarnings Insights 1Q25, Week 1: Mixed Results from LVMH, Nestlé, P&G and Others Amid Heightened Tariff Concerns—Infographic Coresight Research Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research May 1, 2025 Reasons to ReadDiscover the latest revenue and EPS (earnings per share) data from week one of the 1Q25 (first quarter of 2025) earnings season with this infographic, covering Coresight 100 companies that reported in the week ended April 27, 2025. Dive into the data behind this infographic with our full report: Earnings Insights 1Q25 Data in this infographic include: Quarterly revenue and EPS data (where applicable) from companies on our Coresight 100 list Companies mentioned in this infographic include: Albertsons, Fast Retailing, Hermès, Inditex, Kering, Kimberly-Clark Corporation, Levi Strauss, L’Oréal, LVMH, Nestlé, PepsiCo, Procter & Gamble, Reckitt Benckiser, Unilever, Walgreens Boots Alliance Other relevant research: Explore all our Earnings Insights reports and infographics The New Coresight 100: Leading the Retail Charge in 2025 The Corporate and Financial Developments Databank includes details of management changes, financial guidance updates and capital raised by major retail companies. This document was generated for Other research you may be interested in:Retail 2025 Sector Outlooks: EbookPutting the “AI” in “Airlines”: Insights from CES 2025US Store Tracker Extra: Store Openings and Closures 2025 Review and 2026 Outlook—Data GraphicShoptalk Fall 2025 Day One: Building Resilience Through Agility, AI and Authentic Connections to Thrive in Volatile Times
InfographicHigh-Income Consumers Turn Optimistic About Economy: Weekly US Consumer Sentiment, Week 18, 2025—Infographic Coresight Research May 1, 2025 Reasons to ReadThe 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 six weeks of steadiness in sentiment metrics overall, but with a positive trend among high-income consumers. The latest data in this infographic are from our survey conducted on April 21, 2025. Dive into the research behind this infographic: High-Income Consumers Turn Optimistic About Economy; Plus, Inflation Awareness Declines: US Consumer Survey Insights Accompanying this infographic is a research video. Hear from John Mercer, Head of Global Research and Managing Director of Data-Driven Research, on the trends we are seeing in US consumer sentiment. Other relevant research: All Weekly US Consumer Sentiment infographics (The series launched in early March 2025.) All our coverage of tariffs Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Three Data Points We’re Watching This Week, Week 26: US Consumer Survey InsightsWeekly US and UK Store Openings and Closures Tracker 2025, Week 9: Joann To Close an Additional 300+ Stores, Shuttering All LocationsCanada Store Openings and Closures Tracker 2025: Store Openings Edge Past Closures as Costco, Sephora and Uniqlo ExpandEconomic Confidence Climbs; Financial Optimism Turns Positive: Weekly US Consumer Sentiment, Week 23, 2025—Infographic
Deep DiveHigh-Income Consumers Turn Optimistic About Economy; Plus, Inflation Awareness Declines: US Consumer Survey Insights Aditya Kaushik, Analyst May 1, 2025 Reasons to ReadThe 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 21, 2025, with headline findings on consumer sentiment steadiness and a decline in inflation awareness. In addition to our usual weekly findings on consumer sentiment, activities and shopping patterns, we discuss how shoppers perceive and are responding to inflation. Data in this research report are our latest proprietary survey findings on: Consumers’ expectations for the economy overall and for their personal financial situation—plus, breakdowns of our findings by income Consumers’ perceptions of inflation, and its impact on grocery and nongrocery spending 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: Aldi, Amazon, Costco, Dollar General, Kroger, Target, Walmart Accompanying this report is a research video. Hear from John Mercer, Head of Global Research and Managing Director of Data-Driven Research, on the trends we are seeing in US consumer sentiment. Other relevant research: Market Navigator: US Retail and E-Commerce—Seizing Opportunities Amid a Changing Landscape All our coverage of tariffs Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. The Weekly US Consumer Sentiment infographic series highlights key Coresight Research findings on economic and financial expectations in the context of shifts in the macroeconomic landscape. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:CEO Brief: Early Holiday 2026 US Retail ExpectationsBeauty Shopping in Focus; Economic Sentiment Turns Negative: US Consumer Survey InsightsEarnings Insights 4Q24, Week 5: Most Companies Report Strong Growth Results This Week—Infographic3Q24 US Retail Inventory Insights: Apparel, Off-Price and Warehouse Club Retailers Expand Inventories for the Holidays
Insight ReportThe Impacts of US Tariffs: Assessing Companies’ International Sourcing Exposure by Country Anand Kumar, Associate Director of Research May 1, 2025 Reasons to ReadIn an era of shifting trade policies and heightened geopolitical uncertainty, retailers and brand owners face a pivotal challenge: how to future-proof global sourcing strategies in the face of US tariff escalation. Companies’ ability to adapt to tariffs varies significantly depending on their existing sourcing mix and operational flexibility. We chart and detail the sourcing exposure of selected retailers and brand owners to various countries, with a focus on nations that are subject to high reciprocal tariff rates. Which retail firms face high risk, and which are benefiting from greater regional diversification? Read this report to find out. The companies covered in this report are part of the Coresight 100, our focus list of global retailers and brand owners that our readers and subscribers should pay attention to this year. Data in this research report include: Selected retailers and brand owners’ relative tariff exposure to various countries—charted and tabulated Details of sourcing bases for selected retail companies operating in the US Companies mentioned in this report include: Alimentation Couche-Tard, Amazon, Burberry, Fast Retailing (Uniqlo), Gap Inc., JD Sports, Levi Strauss & Co., Lululemon, Ulta Beauty Other relevant research: Mapping the US’s Reciprocal Import Tariffs: Which Nations Are Affected? All our coverage of tariffs More reports on supply chain Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:3Q25 Earnings Season Wrap-Up: 84% of Companies Grow Sales, 77% Beat Top-Line Consensus in a Solid Quarter for Discount, Off-Price and Specialty ApparelUS Tariffs on Canada and Mexico: What US Consumers ThinkInnovator Profile: Kalder—Monetizing Customer Loyalty with White-Label Cashback and RewardsIndia’s Maha Kumbh Mela 2025: How Convenience, Technology and Sustainability Powered a Multibillion-Dollar Festival
Store TrackerUS Store Tracker Extra, April 2025: JD Sports and 7-Eleven Drive Total Opened Retail Space to Over 67 Million Square Feet Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research April 30, 2025 Reasons to ReadIn April 2025, announced store openings by 7-Eleven, JD Sports and Kroger, among others, have pushed the total amount of retail space set to open in the US in 2025 to just over 67 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. In this report, we offer insights into announced developments as of April 25, 2025. Data in this report are: Year-to-date (YTD) US store closures and openings estimates for 2025 and 2024, by retailer—total number of store closures/openings and their square-footage impact US announced store closures and openings: week-by-week data for 2025 versus the comparable period in 2024 US retail bankruptcies, 2025 vs. 2024 Companies mentioned in this report include: 7-Eleven, Big Lots, JD Sports, Kroger, Meijer, Trader Joe’s, Walgreens Boots Alliance Other relevant research: Read more research reports covering physical retail. View our full collection of store tracker reports. The Coresight Research US and UK Store Tracker Databank is the definitive resource for information on store openings and closures by sector in the US and UK retail industries. The Retail Bankruptcies Databank details bankruptcies of US and UK retail companies, restaurants and gyms since March 2020. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Earnings Insights 4Q24, Week 7: Costco, Inditex and Puma Lead with Solid Fourth-Quarter GrowthConsumer Sentiment Climbs from July Trough, as Tariff Truce Extended: China Consumer Survey InsightsUS Store Tracker Extra, August 2025: At Home, Claire’s and Office Depot Closures Add 4+ Million Square Feet to Total Closed Retail SpaceFive Ways AI Is Being Used in Apparel and Footwear Retailing—and What’s Next
Deep DiveHead-to-Head in US Warehouse Club Retailing: Costco vs. Sam’s Club Sujeet Naik, Analyst April 29, 2025 Reasons to ReadAs part of the Coresight Research Head-to-Head series, we dive into the competition between the two market leaders in US warehouse club retailing: Costco and Sam’s Club. Costco and Sam’s Club (owned by Walmart) are the two biggest names in the US warehouse club sector, with both operating membership-based models and offering bulk products at low prices. These companies focus on value and efficiency, stocking a curated range of items in large quantities to serve both everyday shoppers and small-business owners. We assess Costco’s and Sam’s Club’s revenue and margin growth in recent years, their shopper profiles and respective brick-and-mortar and tech strategies. How do the two companies stack up, and which is best positioned for future growth and success? Data in this research report include: Proprietary survey data on where warehouse club shoppers have shopped Annual sales and year-over-year growth for Costco and Sam’s Club, 2020–2024 Operating margins for Costco and Sam’s Club, 2020–2024 US store counts for Costco and Sam’s Club, 2021–2025 Other relevant research: Coresight Research Retailer Dashboards: Costco; Walmart Mass Merchandiser and Warehouse Club Shopping in Focus—Walmart Leads; High Purchase Rates for Daily Essentials: US Consumer Survey Insights US Mass Merchandisers, Warehouse Clubs and Discount Stores—Retail 2025 Sector Outlook: Essentials To Fuel Revenue Growth More coverage of mass merchandisers, discount stores and warehouse clubs All our Head-to-Head reports Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. The Market Sizes Databank offers an overview of key retail market or sector sizes, including Coresight Research projections for future years. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:US CPG Sales Tracker: Beauty Sales Accelerate, While Online Grocery Sees Sharp SlowdownThe Next Frontier of CommerceWeekly UK Store Openings and Closures Tracker 2025, Week 44: Shoe Zone Closes StoresFinancial Confidence Reaches Five-Month High: Weekly US Consumer Sentiment, Week 26, 2025—Infographic
Event PresentationUnlock the Untapped Potential of AI-Powered MarTech: Coresight Research Premium Subscriber Call, April 2025 Anna Beller, Vice President of AdvisoryJiayue Zhao, Strategy ConsultantPhilip Moore, Head of Custom Research April 29, 2025 Reasons to ReadOn April 29, 2025, the monthly Coresight Research Premium Subscriber Call saw our Advisory team share their expertise on the untapped potential of AI (artificial intelligence)-powered MarTech (marketing technology). The world of MarTech is vast and often confusing. From personalization engines to campaign automation tools, content management systems to sophisticated analytics platforms, understanding where to focus your efforts and investments is critical for staying competitive. In this presentation, discover how to unlock MarTech value! With insights spanning GenAI (generative AI), agentic AI and more, we provide actionable insights, tools and frameworks to show you how to structure, prioritize and invest in MarTech today. Premium subscribers can watch the on-demand webinar replay here. Featured speakers on the Coresight Research team: Philip Moore (Moderator), Head of Market Research Anna Beller, Director of Special Projects Jiayue Zhao, Strategy Consultant Data in this presentation include: MarTech software applications market size and growth trajectory US survey findings—rates of MarTech capability utilization among US marketing leaders; barriers to high utilization; adoption rates of core MarTech tools Learn more about our Advisory Services here. Other relevant research: All our coverage of AI in retail Retail 2025: 10 AI Trends—An Inflection Point in the GenAI Revolution More reports on retail management Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Three Data Points We’re Watching This Week, Week 3: Retailer FocusInnovator Profile: PlayAbly—Creating Engaging, Branded Experiences with AI-Powered Shoppable GamesWeekly US and UK Store Openings and Closures Tracker 2025, Week 5: Apparel, Convenience and Food Retailers Announce Store Expansion PlansThe US Online Grocery Surge: What’s Driving It, Who’s Shopping and Why the Momentum Is Here To Stay
Insight ReportEnhance Shopping and Customize Care: Three Technologies Transforming the Drugstore and Pharmacy Retail Landscape Deborah Weinswig, CEO and Founder April 28, 2025 Reasons to ReadDrug retail is undergoing a significant transformation driven by rapid technological advancement. Discover three key technologies that are providing drugstores and pharmacies with a competitive edge! We discuss how companies can cut costs, boost efficiency and deliver personalized experiences by embracing digital tools, including AI (artificial intelligence). This report was also published as an article in Chain Drug Review. Data in this research report include: Proprietary survey findings—Reasons why US consumers choose to shop at their favorite drugstore/pharmacy Companies mentioned in this report are: CVS Health, Kroger, Walgreens Boots Alliance Other relevant research: AI in Action: Redefining Drug Discovery AI/XR, M.D.: Healthcare’s Tech-Enabled Future—Part One and Part Two More reports on AI in retail All our coverage of drugstores and healthcare Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. This report is available for free and can be accessed by registering for a free account. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Weekly US and UK Store Openings and Closures Tracker 2025, Week 10: US Store Openings Exceed 2,000Coresight Research Weekly Consumer Survey: Premium Subscriber CallSeptember 2025 US Retail Sales Outlook: Retail Outlook Score Plummets; Holiday-Quarter Growth Projection ModeratesWeekly UK Store Openings and Closures Tracker 2025, Week 32: Co-op Opens New-Format Micro Store
Analyst CornerAnalyst Corner: US Foodservice Growth Prospects To Improve, But Tariff Uncertainty Looms—Market Outlook with Sujeet Naik Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research April 27, 2025 Reasons to ReadWelcome 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, Sujeet Naik, Analyst, presents selected insights from our recently published Market Outlook on US foodservice. Discover Coresight Research’s market growth projections, and understand the impacts of tariffs and inflation on the food-away-from-home sector. Data in this report include proprietary US consumer survey findings on how restaurant diners are changing their behavior as a result of menu price inflation. Coresight Research premium subscribers can dive further into our comprehensive, data-driven analysis and projections for the US foodservice market in the full research report. We also highlight our key research from the past week and upcoming reports to look out for, so you don’t miss out. Other relevant research: More coverage of tariffs Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles. Read previous Analyst Corner reports, including last week’s report, which discusses Shein’s business model. Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for Other research you may be interested in:Earnings Insights 4Q24, Week 4: Birkenstock, Hermès, Sprouts and More Post Double-Digit GrowthCES 2026 Preview: A Guide to What Retailers Should See and DoCEO Brief: A Turning Point for US Consumers and the Economy?Weekly US Store Openings and Closures Tracker 2025, Week 46: Boll & Branch Nearly Doubles Its Store Count
Event PresentationNew Technologies to Drive Retailer-Supplier Collaboration: Insights Presented at NACDS Annual Meeting 2025 Deborah Weinswig, CEO and Founder April 26, 2025 Reasons to ReadOn April 26, 2025, Deborah Weinswig, CEO and Founder of Coresight Research, presented on technology-driven retailer-supplier collaboration as part of the “Meet the Industry” program at the NACDS Annual Meeting 2025. Hosted by the National Association of Chain Drug Stores (NACDS), the “top-to-top” business conference unites senior decision-makers in retail pharmacy and consumer goods. Read Weinswig’s presentation to discover five tech-driven strategies that protect against earnings erosion in the context of macroeconomic uncertainty and tariffs. These strategies, which touch on retail media, demand forecasting and pricing, align with elements of the Coresight Research CORE Framework for AI (artificial intelligence) in retail. Data in this presentation include: Proprietary survey findings—US consumer sentiment, drugstore/pharmacy shopping rates and popular product categories, generational mall traffic trends US retail media market size Case studies of technology solutions driving positive business results Companies mentioned in this presentation include: Atria, Costco, Criteo, RELEX, Scintilla, Simbe Robotics, SpartanNash, Unilever, Walmart Other relevant research: Enhance Shopping and Customize Care: Three Technologies Transforming the Drugstore and Pharmacy Retail Landscape Economic Sentiment Shows First Uptick in Eight Weeks; Plus, Drugstore and Pharmacy Shopping in Focus: US Consumer Survey Insights US Drugstores—Retail 2025 Sector Outlook: Low-Single-Digit Sales Growth Amid a Focus on Cutting Costs Precision Pricing in Retail: AI-Driven Pricing Decisions for 2024 and Beyond—a free report, produced in partnership with RELEX The State of In-Store Retailing: Opportunities To Redefine Operations—a free report, produced in partnership with Simbe Robotics Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:UK Store Tracker Extra: 2025 Store Openings and Closures Review and 2026 OutlookFebruary 2026 US Retail Sales Outlook: Positive Indicators Signal Robust Growth AheadSector Focus: Department Store Shopping—Data GraphicDecember 2025 US Retail Sales Outlook: Projecting 3+% Growth for the New Year
Store TrackerWeekly US Store Openings and Closures Tracker 2025, Week 17: Announced Closures Up 90% Year Over Year; JD Sports Reveals Global Store Plans Aaron Mark Dsouza, Data Analyst April 25, 2025 Reasons to ReadOur Weekly US Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the US. This week, we highlight JD Sports’ global store plans, as well as store developments from Build-A-Bear Workshop and more. In non-store-closure news, Sleep Number has appointed a new Chief Marketing Officer. This report presents data up to week 17 of 2025, ended April 25, 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: Daiso, Build-A-Bear Workshop, JD Sports, Sleep Number, Wawa Other relevant research: The full collection of Store Tracker reports, including our UK-focused series The US and UK Store Tracker Databank is the definitive resource for information on store openings and closures by sector in the US and UK retail industries. The Retail Bankruptcies Databank details bankruptcies of US and UK retail companies, restaurants and gyms since March 2020. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Groceryshop 2025 “Shark Reef” Startup Pitch Competition: Innovator ProfilesHigh-Income Consumers Turn Optimistic About Economy: Weekly US Consumer Sentiment, Week 18, 2025—InfographicUltrahigh Net Worth Individuals (UHNWIs) and the Luxury Consumer—UHNWIs Anchor Luxury Spending as Next Gen RisesInnovator Profile: Sotira—Monetizing Surplus Inventory with Automated Compliance, Logistics and Resale Channels
Store TrackerWeekly UK Store Openings and Closures Tracker 2025, Week 17: Sainsbury’s To Open 40 Stores Aaron Mark Dsouza, Data Analyst April 25, 2025 Reasons to ReadOur 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 Asda and Sainsbury’s, as well as the stepping down of Asda’s Chief Information Officer. This report presents data up to week 17 of 2025, ended April 25, 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: Asda, Hobbycraft, JD Sports plc, J Sainsbury (Argos and Sainsbury’s) Other relevant research: The full collection of Store Tracker reports, including our US-focused series The US and UK Store Tracker Databank is the definitive resource for information on store openings and closures by sector in the US and UK retail industries. The Retail Bankruptcies Databank details bankruptcies of US and UK retail companies, restaurants and gyms since March 2020. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Chinese New Year 2025 Review: From Shopping to Screens—How Younger Consumers Boosted Spring Festival SpendingJune 2025 US Retail Sales: Sales Expansion Remains Resilient as Most Sectors Post Positive GrowthUS Retail and Consumer Outlook: June 2025Analyst Corner: Analyzing Supply Chain Challenges and Solutions for the Apparel, Footwear and Department Store Sectors, with Aditya Kaushik
InfographicThree Data Points We’re Watching This Week, Week 17: US Retail and Consumer Latest Coresight Research April 25, 2025 Reasons to ReadOur Three Data Points We’re Watching This Week series spotlights key data points from our research. Discover key data points we are watching in week 17 of 2025. This week, we focus on US retail sales performance and projections as well as survey-driven insights on consumers’ economic expectations. Dive into the full research reports behind these data points: March 2025 US Retail Sales: Retail Sales Rebound Amid Tariff Concerns April 2025 US Retail Sales Outlook: Lowering Near-Term Growth Projections Amid Volatility and Uncertainty Economic Sentiment Shows First Uptick in Eight Weeks; Plus, Drugstore and Pharmacy Shopping in Focus: US Consumer Survey Insights—with associated infographic Other relevant research: 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. The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. All graphics in the Three Data Points series This document was generated for Other research you may be interested in:The New AI Unicorn—Reka AI Secures $110 Million from NVIDIA and Snowflake: What You Need to KnowAugust 2025 US Retail Sales: Growth Normalizes as July’s Promotional Boost FadesHigh Income Consumers’ Sentiment Improves; Government Shutdown Impacting Shoppers: US Consumer Survey InsightsUS CPG Sales Tracker: Jump in Food Sales Fuels Total CPG Growth
Deep DiveDeeper on DeepSeek and Its Potential to Radically Level the AI Playing Field Charlie Poon, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research April 24, 2025 Reasons to ReadHow 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 Other relevant research: Analyst Corner—DeepSeek Opens the Door for AI Democratization: The AI Opportunity, with Charlie Poon—a free report DeepSeek: The Chinese AI Startup That Has Overtaken ChatGPT on Apple’s App Store All our coverage of AI in retail Retail 2025: 10 AI Trends—An Inflection Point in the GenAI Revolution Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Introducing the New Tech 25 for ’25: Retail-Tech Companies To WatchHead-to-Head in US Warehouse Club Retailing: Costco vs. Sam’s ClubLeveraging Digital Services, AI and Quick Commerce for Competitive Advantage: Global Learnings for US Retail and E-CommerceConsumer Sentiment Unpacked—Higher-Income, Younger Consumers Are Most Optimistic: US Consumer Survey Insights Extra