Event CoverageWalmart Investment Community Meeting 2025: From Low-Margin Retailer to Diversified, Digital Profit Engine, But Tariffs Create Uncertainty Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research April 14, 2025 Reasons to ReadWalmart 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. Other relevant research: Retailer Dashboard: Walmart All our coverage of tariffs Our latest retail inventory and earnings insights featuring 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 report on mass merchandisers, discount stores and warehouse clubs The Corporate and Financial Developments Databank includes details of management changes, financial guidance updates and capital raised by major retail companies. 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 UK Store Openings and Closures Tracker 2026, Week 8: Claire’s To Close StoresSector Focus: Department Stores—Data GraphicAnalyst Corner: US Foodservice Growth Prospects To Improve, But Tariff Uncertainty Looms—Market Outlook with Sujeet NaikEconomic Sentiment Shows First Uptick in Eight Weeks; Plus, Drugstore and Pharmacy Shopping in Focus: US Consumer Survey Insights
Insight ReportMusic Festivals: A Key Opportunity for Retail Brand Engagement Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research April 14, 2025 Reasons to ReadMusic 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 Other relevant research: More reports on festivals/holidays and retail management 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:Personal Financial Sentiment Improves: Weekly US Consumer Sentiment, Week 19, 2025—InfographicSector Focus: Dollar Store Shopping—Data GraphicCanada Store Openings and Closures Tracker 2025: Bankrupt Hudson’s Bay Company Takes Total Closures Ahead of OpeningsConsumer Sentiment Falls Further After Stock-Market Sell-Off: Weekly US Consumer Sentiment, Week 12, 2025—Infographic
Analyst CornerAnalyst Corner: All Things Tech at Shoptalk Spring 2025 with John Harmon John Harmon, CFA, Managing Director of Technology Research April 13, 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, 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 Other relevant research: Coresight Research is a research partner of Shoptalk Spring 2025. Read all our coverage of the event here. More reports on 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. Read previous Analyst Corner reports, including last week’s report, which discusses the building blocks of agentic AI. 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:Innovator Profile: Autolane—Operating Infrastructure for Autonomous Curbside LogisticsWeekly UK Store Openings and Closures Tracker 2025, Week 12: Openings Up 50+% Year Over Year1Q25 Retail Inventory Insights: Lean Inventory, Tariff Mitigation, Supply Chain AdjustmentsPlaybook: GenAI to Agentic AI—From Pilot to Powerhouse
Insight ReportUS Tariffs: Three Actions for Risk Mitigation and Long-Term Positioning Anand Kumar, Associate Director of Research April 11, 2025 Reasons to ReadOn 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 Other relevant research: What You Need to Know About US Tariffs and Consumers’ and Retailers’ Reactions—April 2025 Update Breathing Space for US Retailers and Brands: US Tariffs Paused for 90 Days But Hiked Further for China Mapping the US’s Reciprocal Import Tariffs: Which Nations Are Affected? Tariffs + Consumer Sentiment: A Timeline, 2025 All our coverage of tariffs 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 ApparelWeekly US Store Openings and Closures Tracker 2026, Week 3: 457-Store Francesca’s Reportedly LiquidatingThree Data Points We’re Watching This Week, Week 24: Consumer Sentiment Improves: US vs. ChinaSentiment, Tariffs and Inflation—What the Consumer Is Thinking: US Consumer Survey Insights
InfographicWeekly US Consumer Sentiment, Flash Preview: The Big Surprise in a Week of Shocks—Infographic Coresight Research April 11, 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 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. Dive into the full research report behind this infographic: Consumer Sentiment—The Big Surprise in a Week of Shocks; Plus, Apparel Shopping in Focus: US Consumer Survey Insights Other relevant research: All our coverage of tariffs All Weekly US Consumer Sentiment infographics (The series launched in early March 2025.) 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:Consumer Sentiment Flatlines Ahead of Big Tariff Reveal; Plus, Mass Merchandisers and Wholesale Clubs in Focus: US Consumer Survey InsightsWeekly US Store Openings and Closures Tracker 2025, Week 46: Boll & Branch Nearly Doubles Its Store CountUS Drugstore and Pharmacy Retailing: Themes, Concepts and Innovators—Rightsizing for Relevance; Smaller Footprints for a Bigger ImpactAnalyst Corner: US Apparel and Footwear Retailing—Key Distribution Channel Shifts in 2026
Store TrackerWeekly UK Store Openings and Closures Tracker 2025, Week 15: Amazon Closes Amazon Fresh Store; T.M.Lewin To Open One Store Aaron Mark Dsouza, Data Analyst April 11, 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 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 Other relevant research: The full collection of Store Tracker reports 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:Analyst Corner: The Brave New World of Agentic Shopping, with John HarmonUK Store Tracker Extra: 2025 Store Openings and Closures Review and 2026 Outlook—Data GraphicRetail Crime and Shrink: US Shoppers Concerned About Theft Pushing Up Prices; Shoplifting Surges to Record Levels in EnglandThree Data Points We’re Watching This Week, Week 18: What US Consumers Think About Tariffs—Update
InfographicThree Data Points We’re Watching This Week, Week 15: US CPG Latest John Mercer, Head of Global Research and Managing Director of Data-Driven Research April 11, 2025 Reasons to ReadOur Three Data Points We’re Watching This Week series spotlights key data points from this week’s research. Discover key data points we are watching in week 15 of 2025. This week, we focus on recent CPG (consumer packaged goods) sales performance in the US, covering e-commerce, beauty and health products. This graphic draws on data from the latest report in the monthly US CPG Sales Tracker series, which we produce in partnership with Circana. Dive into the full research report behind these data points: US CPG Sales Tracker: Growth Momentum Eases Amid Greater Consumer Caution Other relevant research: Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles The Market Sizes Databank offers an overview of key retail market or sector sizes, including Coresight Research projections for future years. All graphics in the Three Data Points series This document was generated for Other research you may be interested in:1Q25 Retail Inventory Insights: Lean Inventory, Tariff Mitigation, Supply Chain AdjustmentsWeekly UK Store Openings and Closures Tracker 2025, Week 13: Kingfisher Announces Store Expansion Plans; Whole Foods Opens New London StoreWeekly UK Store Openings and Closures Tracker 2025, Week 35: Marks & Spencer and New Look To Close StoresSentiment; Tariff Perceptions; Inflation Reactions—Taking the Consumer Pulse on Essentials: US Consumer Survey Insights
Store TrackerWeekly US Store Openings and Closures Tracker 2025, Week 15: Guess? To Close Nearly 20 Stores Aaron Mark Dsouza, Data Analyst April 11, 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 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 Other relevant research: The full collection of Store Tracker reports 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:US Store Openings and Closures Midyear 2025 Review and Outlook: Where Does Retail Real Estate Stand in a Year of Disruption? InfographicWeekly UK Store Openings and Closures Tracker 2026, Week 8: Claire’s To Close StoresTariffs + Consumer Sentiment: A Timeline, 2026—Data GraphicEarnings Insights 1Q25, Week 7: Dollar Stores See Growth Amid Tariff Pressures—Infographic
Event PresentationFreeze, Flight or Fight? How Retailers Can Strategically Navigate Tariff Turmoil John Carroll, Interim Head of Advisory April 10, 2025 Reasons to ReadTariff changes are creating real challenges for retailers across categories—but with the right strategy, businesses can stay ahead rather than fall behind. Coresight Research held a webinar on April 10, 2025, focused on what to watch, what to avoid, and what to do now to protect performance in 2025 and beyond. Dive into this presentation from the event to uncover practical insights to help you make smarter decisions in a rapidly changing trade environment. Our insights cover consumer sentiment, what retailer CEOs are saying about tariff turmoil, and what “freeze,” “flight,” and “fight” strategies in response to tariffs look like (and their respective risks). The session was led by our Advisory Services team, who partner with retailers to navigate disruption through clear, data-backed strategies. In the webinar, we covered: Responding with intention–How thoughtful, timely actions can turn trade disruption into opportunity. Understanding the impact–What new tariffs mean for retail and how they’re likely to evolve. Taking action–Strategic and tactical guidance to help safeguard margins and build resilience. Featured speakers included: Max Kahn, President of Coresight Research John Carroll, Interim Head of Advisory at Coresight Research Anna Beller, Director of Special Projects at Coresight Research Scott Curtiss, Head of Field Presales at RELEX Solutions Paul Rosengard, Senior Advisor at WHP Global Data covered in this presentation include: Proprietary US consumer survey data—expectations for personal finances and the economy over the next 12 months; inflation-combating strategies; impacts of stock market volatility on spending Related research: Watch the on-demand webinar replay here. Mapping the US’s Reciprocal Import Tariffs: Which Nations Are Affected? Tariffs + Consumer Sentiment: A Timeline, 2025 All our coverage of tariffs Learn more about our Advisory Services here. 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: E-Commerce Jumps by One-Quarter as Online Food Sales Surge by One-ThirdConnected TV’s Opportunities and Growing Pains: 10 Insights from CTV Connect 2025NRF 2026: Retail’s Big Show—Day 2—Retail Running on AI, Plus The Growing Value of Private Label and Creator ContentInnovator Profile: Azoma—Optimizing Product Visibility for AI-Driven and Agentic Commerce
Insight ReportUS CPG Sales Tracker: Growth Momentum Eases Amid Greater Consumer Caution Prerana P Kotian, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research April 10, 2025 Reasons to ReadThe Coresight Research and Circana monthly US CPG Sales Tracker provides our data-driven analysis of sales trends in the US CPG (consumer packaged goods) industry—covering the product categories of food & beverages, health & beauty, and general merchandise & homecare. This report presents key insights for the four weeks ended March 23, 2025. Data in this research report include: CPG sales growth—e-commerce, in-store and in total E-commerce and total CPG sales growth by category type Food & beverages department breakdown by category: e-commerce and total sales growth Nonfood department breakdown by category: e-commerce and total sales growth Other relevant research: More reports in our US CPG Sales Tracker series Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles 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 Store Tracker Extra, November 2025: Burlington Stores Takes Total Opened Retail Space to 88 Million Square FeetInnovator Profile: Novel—Driving Conversion and Boosting Loyalty with Branded Wallet PassesIntroducing the New Tech 25 for ’25: Retail-Tech Companies To Watch—InfographicChina’s 6.18 Shopping Festival 2025: Promotion Rules Simplified, Extended Festival Duration and Governmental Strategies
InfographicSteadiness Continues: Weekly US Consumer Sentiment, Week 15, 2025—Infographic Coresight Research April 10, 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 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 Selected data on trends by household income This week, we highlight continued steadiness in financial and economic expectations ahead of the April 2, 2025, announcement of reciprocal tariffs. The latest data in this infographic are from our survey conducted on March 31, 2025. Dive into the research behind this infographic: Consumer Sentiment Flatlines Ahead of Big Tariff Reveal; Plus, Mass Merchandisers and Wholesale Clubs in Focus: US Consumer Survey Insights Other relevant research: Inflation Up, Sentiment Down: Alarm Bells for the US Consumer Economy? All Weekly US Consumer Sentiment infographics (The series launched in early March 2025.) 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:Store Tracker Extra: UK Store Openings and Closures—2024 Review and 2025 OutlookStretching Budgets and Shifting Choices: Navigating Back-to-School 2025—Data GraphicHoliday 2025: A Deeper Analysis of the SNAP Impact on Holiday Sales; Recently Lowered US Retail Sales Growth EstimatesFinancial Sentiment At Highest Level Year to Date: Weekly US Consumer Sentiment, Week 32, 2025—Infographic
Infographic4Q24 Earnings Season Wrap-Up: Which Companies Missed, Beat and Fell in Line with Expectations?—Infographic Coresight Research Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research April 10, 2025 Reasons to ReadExplore which companies beat their consumer expectations and which missed consensus expectations during the 4Q24 (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. Dive into the research report behind this infographic: 4Q24 Earnings Season Wrap-Up: Widespread Positive Sales Growth Recorded This Quarter Companies mentioned in this infographic include: Alibaba, Amazon, Best Buy, CVS Health, Carrefour, Chewy, Costco Wholesale, Dollar General, Dollar Tree, Foot Locker, Gap, Inc., The Home Depot, JD.com, Kohl’s, Kroger, Lowe’s, Lululemon Athletica, Macy’s, Petco, Ross Stores, Skechers, Target, The TJX Companies, Ulta Beauty, Walgreens Boots Alliance, Walmart Other relevant research: Explore all our Earnings Insights reports, including quarterly wrap-ups. 4Q24 Retail Inventory Insights: Retailers Maintain Lean Inventories as Overall Inventory Ratio Remains Unchanged 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. Appendix Appendix Figure 1. 4Q24: Selected Retail Companies’ Performance Against Revenue Expectations, Tabulated Missed Revenue Expectations In Line with Revenue Expectations Beat Revenue Expectations Apparel and Footwear Columbia Sportswear; Crocs, Inc.; Skechers U.S.A., Inc. Adidas AG; Birkenstock Holdings; Deckers Outdoor Corporation; Levi Strauss & Co.; NIKE, Inc.; Ralph Lauren Corporation; Under Armour, Inc.; VF Corporation Beauty Bath & Body Works; Beiersdorf Aktiengesellschaft; Coty; Estée Lauder Companies; Ulta Beauty L’Oréal S.A Consumer Packaged Goods Mondelēz International; PepsiCo Kimberly-Clark Corporation; Reckitt Benckiser Group plc; Unilever PLC Clorox Company; Coca-Cola Company; Colgate-Palmolive; Danone S.A.; Haleon Plc; Nestlé S.A.; Procter & Gamble Department Stores Kohl’s Corporation; Macy’s Discount Stores Five Below Dollar General; Dollar Tree Drugstores CVS Health; Walgreens Boots Alliance E-Commerce eBay Inc. Alibaba; Amazon.com; Coupang, Inc.; JD.com; MercadoLibre, Inc.; PDD Holdings; Zalando SE Electronics Best Buy Co. Food and Grocery Alimentation Couche-Tard Inc.; Kroger; Woolworths Group Limited Albertsons Companies; Sprouts Farmers Market, Inc. Coles Group Limited; Koninklijke Ahold Delhaize N.V. Home and Home-Improvement Floor & Decor; Tractor Supply Company The Home Depot; Lowe’s Companies; Wayfair; Williams-Sonoma Luxury Moncler Group Hermès International; Kering SA; LVMH Moët Hennessy; Prada S.p.A.; Tapestry Mass Merchandisers Target Corporation; Walmart Petcare Petco Health and Wellness Company Chewy, Inc. Specialty Apparel Foot Locker; Ross Stores Industria de Diseño Textil, S.A.; Lululemon Athletica; Urban Outfitters Abercrombie & Fitch Co.; American Eagle Outfitters, Inc.; Aritzia; Burlington Stores; Dick’s Sporting Goods; Fast Retailing Co., Ltd.; Gap, Inc.; The TJX Companies Warehouse Clubs Costco Wholesale BJ’s Wholesale Club Latest company results: We term the period under review “4Q24,” which ended around January 31, 2025, for most covered companies (although how quarters are characterized can vary by company) Note: Beating or meeting estimates does not necessarily indicate positive results, especially as retailers navigate inflationary pressures and still-high interest rates Source: Company reports/Coresight Research This document was generated for Other research you may be interested in:Sustained Stimulus Measures Give Rise to Consumer Optimism: China Consumer Survey InsightsGroceryshop 2025 Day Four: AI and Data Are Driving Shopper Journeys and Unified OrganizationsNRF 2025: Retail’s Big Show: Day Three—AI Takes Center Stage on the Final Day of NRFWeekly UK Store Openings and Closures Tracker 2025, Week 44: Shoe Zone Closes Stores
Insight ReportBreathing Space for US Retailers and Brands: US Tariffs Paused for 90 Days But Hiked Further for China John Mercer, Head of Global Research and Managing Director of Data-Driven Research April 9, 2025 Reasons to ReadUS President Trump has announced a 90-day pause on reciprocal tariffs for countries excluding China—introducing a lower 10% rate in the interim—while simultaneously escalating tariffs on Chinese imports to a staggering 125%. In this free report, we unpack the implications of the latest tariff restructuring, offering insights for brands and retailers looking to navigate the increasingly volatile trade environment. Readers without a premium subscription can access this report with a free registration. Companies mentioned in this report include: Abercrombie & Fitch, American Eagle Outfitters, The Gap Inc., Uniqlo Other relevant research: What You Need to Know About US Tariffs and Consumers’ and Retailers’ Reactions—April 2025 Update Our upcoming webinar, Fight, Flight or Freeze? The Big Mistakes Retailers Must Avoid During Tariff Turmoil Mapping the US’s Reciprocal Import Tariffs: Which Nations Are Affected? Tariffs + Consumer Sentiment: A Timeline, 2025 All our coverage of tariffs 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:2026 Sector Outlook: US Beauty Retailing—Fragrance, GLP-1 and Science-Led Innovation To Drive ExpansionUS Back to School 2025, Part 3: Essential Categories and Apparel for the BTS Season—Athleisure and Basics Set to LeadAnalyst Corner: Three Key Predictions for India Retail in 2025, with Sujeet NaikFinancial Sentiment Turns Negative: Weekly US Consumer Sentiment, Week 11, 2025—Infographic
Event PresentationThe State of US Consumer Sentiment: Insights Presented at NARG Spring Meeting 2025 Deborah Weinswig, CEO and Founder April 9, 2025 Reasons to ReadOn April 9, 2025, Deborah Weinswig, CEO and Founder of Coresight Research, presented on US consumer sentiment at the NARG (North American Research Group, ICSC) 2025 Spring Meeting. Read the full presentation to discover Coresight Research survey findings that reveal the impacts of stock market volatility and tariffs on consumer spending and economic optimism. Other relevant research: All our coverage of tariffs All Weekly US Consumer Sentiment infographics (The series launched in early March 2025.) 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:Consumer Sentiment Steadies: Weekly US Consumer Sentiment, Week 13, 2025—InfographicThe New Coresight 100: Leading the Retail Charge in 2025—InfographicWeekly UK Store Openings and Closures Tracker 2025, Week 46: Store Openings Down 11% Year Over YearConsumer Optimism Softens Ahead of Golden Week: China Consumer Survey Insights
Event CoverageShoptalk Spring 2025 Wrap-Up: Customer-Centricity for a New Golden Age of Retail John Harmon, CFA, Managing Director of Technology Research April 9, 2025 Reasons to ReadCoresight Research is an official research partner of Shoptalk Spring 2025, which took place March 25–27, 2025, in Las Vegas, Nevada, US. The event attracted more than 10,000 attendees and featured more than 225 speakers and 900 retail technology and solution providers. We 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. Other relevant research: See our daily coverage of Shoptalk Spring 2025 and catch up on insights from previous Shoptalk events here. Retail 2025: What Will Redefine US Retail?—Coresight Research Predictions Retail 2025: 10 Trends in Retail Technology Retail 2025: 10 AI Trends—An Inflection Point in the GenAI Revolution 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:Innovator Profile: Bayezon AI—Enabling Agentic Commerce with AI-Driven Shopping Agents2026 Sector Outlook: US Drugstore Retailing—Strong Volume Growth amid Margin PressureEarnings Insights 4Q24, Week 3: Gucci Sales Slump 21%, Plus Updates from Ahold, Amazon, Coty and MoreWeekly US Store Openings and Closures Tracker 2025, Week 28: Store Closures Climb by Two-Thirds vs. Last Year
