Insight Report | June 17, 2025 Premium May 2025 US Retail Sales: Core Sales Growth Proves Solid Despite Pull-Forward of PurchasesIn May 2025, US retail sales (excluding gasoline and automobile sales) increased by nearly 4%, representing a deceleration from the previous month. Using data from the US Census Bureau, we analyze US retail sales in May 2025, in total and by sector. Read More
Insight Report | June 16, 2025 Premium Retail Under Pressure: How Will Tariffs Disrupt the Back-to-School and Holiday Seasons?Discover how retailers are adjusting their strategies ahead of the 2025 back-to-school and end-of-year holiday seasons in response to recent and potential changes to tariffs. Read More
Infographic | June 13, 2025 Free Report Three Data Points We’re Watching This Week, Week 24: Consumer Sentiment Improves: US vs. ChinaDiscover key data points we are watching in week 24 of 2025. This week, we highlight consumers’ expectations for their personal financial situation, presenting proprietary survey findings on consumer sentiment in the US and China. Read More
Infographic | June 12, 2025 Premium High-Income Consumers’ Financial Sentiment Reaches New Peak: Weekly US Consumer Sentiment, Week 24, 2025—InfographicOur latest weekly update on US consumer sentiment, based on proprietary survey findings, reveals improvement in consumers’ economic and financial outlooks, driven by high-income consumers. Read More
Deep Dive | June 11, 2025 Premium US Retail and Consumer Outlook: June 2025We consider the US macroeconomic outlook for 2025 as of the start of June 2025, including metrics that directly impact the consumer economy and in the context of the myriad of recent tariffs announcements made by the US government. Read More
Deep Dive | June 11, 2025 Databank Members Consumer Sentiment Shows Signs of Improvement Amid Temporary Tariff Reduction: China Consumer Survey InsightsWe analyze proprietary survey data to uncover consumer sentiment, behavior and shopping trends in China. This report reveals a rebound in economic and financial optimism following the US government’s announcement of a temporary reduction in tariffs. Read More
Infographic | June 10, 2025 Free Report Earnings Insights 1Q25, Week 7: Dollar Stores See Growth Amid Tariff Pressures—InfographicDiscover the latest revenue and EPS (earnings per share) data from week seven of the 1Q25 (first quarter of 2025) earnings season with this infographic, covering various companies that reported in the week ended June 8, 2025, including Dollar General, Dollar Tree, Petco and more. Read More
Deep Dive | June 10, 2025 Databank Members High-Income Consumers’ Financial Sentiment Reaches New Peak; Facebook Slumps in Social Commerce: US Consumer Survey InsightsWe analyze new survey findings on consumers’ economic and financial outlooks, in total and by income group. Plus, we spotlight social commerce, revealing which social media platforms are popular for shopping and which product categories are bought at the highest rates. Read More
Insight Report | June 9, 2025 Premium US Retail in the Rest of 2025: Normalized Demand and Leaner Inventories Ahead of a High-Stakes Holiday SeasonWe offer 10 predictions for the rest of 2025, and outline core economic dynamics that are set to reshape the retail sector in the months ahead. What qualities will set retailers and brands apart? Discover critical insights to stay ahead through 2025. Read More
Infographic | June 6, 2025 Free Report Three Data Points We’re Watching This Week, Week 23: US Retail Sectors in FocusDiscover key data points we are watching in week 23 of 2025. This week, we present proprietary survey findings on US consumers’ shopping behavior in the grocery, home and home-improvement sectors. Read More
Infographic | June 5, 2025 Premium Economic Confidence Climbs; Financial Optimism Turns Positive: Weekly US Consumer Sentiment, Week 23, 2025—InfographicOur latest weekly update on US consumer sentiment, based on proprietary survey findings, reveals increases in economic and financial expectations, with the latter entering positive territory for the first time in three months. Read More
Infographic | June 3, 2025 Free Report Earnings Insights 1Q25, Week 6: Costco Wholesale, Deckers Outdoor and Ulta Beauty Report Growth While Department Stores Face Challenges—InfographicDiscover the latest revenue and EPS (earnings per share) data from week six of the 1Q25 (first quarter of 2025) earnings season with this infographic, covering various companies that reported in the week ended June 1, 2025, including Best Buy, Macy’s, Ulta Beauty and more. Read More
Event Presentation | June 2, 2025 Premium Recent Conference Insights, from World Retail Congress to ICSC Las Vegas: Coresight Research Premium Subscriber Call, June 2025Dive into our insights from May 2025 retail events: World Retail Congress, ICSC Las Vegas and AAFA Global Supply Chain and Trade Conference. From the evolving tariff landscape and sustainability tensions to the rise of AI (artificial intelligence) in supply chains and real estate, explore the seismic shifts shaping 2025 and beyond. This presentation accompanies the on-demand webinar replay of the Coresight Research Premium Subscriber Call held on June 2, 2025. Read More
Infographic | May 30, 2025 Free Report Three Data Points We’re Watching This Week, Week 22: US Consumer Insights—Tariffs and InflationDiscover key data points we are watching in week 22 of 2025. This week, we present proprietary survey findings on US consumers’ concern about tariff-driven inflation, and their perceptions of and response to price rises in retail. Read More
Event Presentation | May 29, 2025 Premium The Evolving Supply Chain Landscape: Tariffs, Holiday 2025, and What’s Next: Insights Presented by Deborah Weinswig at The Lead SummitDiscover our 10 predictions for the rest of 2025! We provide critical insights on the impacts of tariffs on retail and consumers, the surge-and-slump sourcing cycle for holiday 2025, and our outlook for the remainder of the year, covering stagflation, private label and more. This presentation was delivered by Deborah Weinswig, CEO and Founder of Coresight Research, at The Lead Summit. Read More
