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Analyst Corner: What Happened with US and China Consumer Sentiment on the Eve of Expected Tariffs? with John Mercer

In this week’s Analyst Corner, John Mercer, Head of Global Research and Managing Director of Data-Driven Research, discusses consumer sentiment trends we are seeing in China and the US, based on data from our proprietary weekly surveys, including the factors that likely supported consumer confidence in China and the US ahead of expected new tariffs.

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Disrupting Retail: Lessons from SHEIN and TEMU on Redefining Consumer Engagement and Supply Chain Innovation

At SACSC Congress 2025, Maxwell Kahn, President of Coresight Research, explored how ultra-fast fashion platforms like Shein and Temu are disrupting global retail. His presentation unpacked the strategies behind their rapid rise—agile supply chains, AI-driven personalization and real-time consumer engagement—and what it all means for the future of retail.

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