Insight Report | February 26, 2025 Premium Earnings Insights 4Q24, Week 4: Birkenstock, Hermès, Sprouts and More Post Double-Digit GrowthOur weekly Earnings Insights reports feature highlights from recent management commentary from major retailers within our Coresight 100 coverage list as they report fourth-quarter 2024 earnings. This week, discover highlights from major companies that reported in the week ended February 21, 2025. Read More
Infographic | February 26, 2025 Free Report Earnings Insights 4Q24, Week 4: Birkenstock, Hermès, Sprouts and More Post Double-Digit Growth—InfographicDiscover the latest revenue and EPS (earnings per share) data from week four of the 4Q24 (fourth quarter of 2024) earnings season with this infographic, covering various companies that reported in the week, including Hermès, Sprouts Farmers Market and Walmart, among others. Read More
Insight Report | February 21, 2025 Premium Chinese New Year 2025 Review: From Shopping to Screens—How Younger Consumers Boosted Spring Festival SpendingHow did consumers celebrate Lunar New Year this year and where did they direct their spending? Explore the impact of Chinese New Year, also known the Spring Festival, including retail trends, consumer preferences and market opportunities that emerged during the holiday. Read More
Infographic | February 21, 2025 Free Report Three Data Points We’re Watching This Week, Week 8From US consumer sentiment and retail sales to grocery store traffic for Amazon, discover key data points we are watching in week 8 of 2025. Read More
Insight Report | February 20, 2025 Premium February 2025 US Retail Sales Outlook: Growth Set for a Slowdown in February and MarchThe monthly Coresight Research US Retail Sales Outlook series tracks several major macroeconomic indicators and their likely effect on US retail sales. We analyze the latest available data as of February 18, 2025. Read More
Insight Report | February 19, 2025 Premium Earnings Insights 4Q24, Week 3: Gucci Sales Slump 21%, Plus Updates from Ahold, Amazon, Coty and MoreOur weekly Earnings Insights reports feature highlights from recent management commentary from major retailers within our Coresight 100 coverage list as they report fourth-quarter 2024 earnings. This week, discover highlights from major companies that reported in the week ended February 7, 2025. Read More
Infographic | February 17, 2025 Free Report 2025 Tariffs: Impacts on the US Consumer Economy—InfographicDiscover new data on the US consumer economy in this free infographic, spanning inflation, consumer sentiment and tariffs. Read More
Insight Report | February 14, 2025 Premium January 2025 US Retail Sales: Nearly All Sectors Report Mid-Single-Digit Sales GrowthIn January 2025, US retail sales (excluding gasoline and automobile sales) grew 4% year over year. Using data from the US Census Bureau, we look at total growth trends and performance by sector. Read More
Infographic | February 14, 2025 Free Report Three Data Points We’re Watching This Week, Week 7: Consumer Sentiment FocusUnderstand consumer sentiment in the US and China with new survey data on consumers’ financial prospects and the impacts of tariffs. This graphic presents key insights from our research in week 7 of 2025. Read More
Insight Report | February 13, 2025 Premium Inflation Up, Sentiment Down: Alarm Bells for the US Consumer Economy?We unpack the latest data on critical indicators shaping the retail landscape in 2025, offering insights and proprietary survey analysis spanning inflation, consumer sentiment and the impacts of tariffs on the US consumer economy. Read More
Insight Report | February 13, 2025 Premium Retail Shrink and ORC: Cargo Theft Hits Record Levels in the US, Retail Crime Costs Soar in the UKWe present the latest developments in retail shrink in the US and Europe, including retail crime costs, cargo theft rates and shoplifting data. Plus, discover news about loss-prevention technologies and dive into recent commentary on shrink from Albertsons and Walgreens. Read More
Deep Dive | February 13, 2025 Databank Members Mixed Signals—Economic Optimism Continues But Consumers Feel the Strain on Personal Finances: China Consumer Survey InsightsConsumer sentiment in China has exhibited significant volatility in recent months. Dive into our new survey data to uncover how consumer expectations for their personal finances and the economy are diverging, against a backdrop of ongoing stimulus measures and new US tariffs. We also present an update on consumer behavior and shopping trends. Read More
Insight Report | February 11, 2025 Premium Earnings Insights 4Q24, Week 2: Columbia Sportswear, Mondelēz and Tapestry See Sales Growth; Clorox, Estée Lauder and PepsiCo Report DeclinesOur weekly Earnings Insights reports feature highlights from recent management commentary from major retailers. This week, there are highlights from companies that reported in the week ended February 7, 2025, including Clorox Company, PepsiCo and Tapestry, among others. Read More
Deep Dive | February 10, 2025 Premium New Tariffs, New Challenges: How US Trade Policies Could Impact Prices and ProfitsWhat are the implications of the new tariffs implemented by the US government, and what measures can retail companies take to lessen their impact? Coresight Research dives into the latest on the tariffs and their impact. Read More
Infographic | February 7, 2025 Free Report Three Data Points We’re Watching This Week, Week 6: US Consumer and Retail FocusFrom the impacts of US tariffs to Amazon’s dominance in e-commerce, discover key data points we are watching in week 6 of 2025, with a US consumer and retail focus. Read More