Anand Kumar, Associate Director of Retail Research

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Insight Report | June 17, 2025 Premium

Amazon Prime Day 2025: Preview—Five Essential Insights on Consumers’ Shopping Plans

Amazon’s annual Prime Day shopping festival will be held during July 8–11, 2025, across 20 global markets, including the US. Leveraging proprietary US consumer survey findings, we present five essential insights ahead of the event, including how consumer interest in Prime Day compares with actual conversion, which product categories are set to dominate, and what can brands do to drive sales.

Insight Report | June 9, 2025 Premium

US Retail in the Rest of 2025: Normalized Demand and Leaner Inventories Ahead of a High-Stakes Holiday Season

We 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.

Insight Report | May 21, 2025 Premium

Dick’s Sporting Goods To Acquire Foot Locker: Analyzing Store Overlap, Shopper Penetration and Strategic Reach

Dick’s Sporting Goods announced in mid-May 2025 that it will acquire competitor Foot Locker for $2.4 billion. Uncover the implications of the deal for each company and for the wider US apparel market. We offer insights on shopper penetration, store portfolios and expansion, and geographical reach, leveraging proprietary survey findings and data analysis.

Deep Dive | May 14, 2025 Premium

Amazon Apparel US Consumer Survey 2025: New Shoppers, Deeper Loyalty—Amazon Converts Browsers into Buyers

Now in its eighth year, the annual Amazon Apparel US Consumer Survey from Coresight Research tracks evolving consumer behaviors on Amazon.com across the US apparel and footwear category.

Analyst Corner | May 11, 2025

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Analyst Corner: Three Themes Transforming US Apparel and Footwear Retail in 2025, with Anand Kumar

In this week’s Analyst Corner, Anand Kumar, Managing Director of Retail Research, discusses three key themes transforming US apparel and footwear retailing in 2025 and beyond.

Insight Report | May 1, 2025 Premium

The Impacts of US Tariffs: Assessing Companies’ International Sourcing Exposure by Country

Which retail companies face high risk from tariffs? We chart and detail the sourcing exposure of selected Coresight 100 retailers and brand owners to various countries, with a focus on nations that are subject to high reciprocal tariff rates.

Insight Report | April 16, 2025 Premium

US Tariffs: Divergence Between Consumer and Business Sentiment and What It Means for Retail

As global trade tensions escalate and tariff policies evolve, we analyze how US consumer expectations compare to business confidence. Dive into the latest data, including proprietary survey findings, to unpack a divergence in key sentiment metrics and understand what this mean for retail.

Insight Report | April 11, 2025 Premium

US Tariffs: Three Actions for Risk Mitigation and Long-Term Positioning

We expect rising tariffs to reshape the global retail landscape, forcing retailers and brand owners to rethink their supply chains and competitive strategies. Amid this context, Coresight Research provides a three-step action plan to help industry players safeguard margins, preserve agility and seize strategic advantage.

Insight Report | April 4, 2025 Premium

US Tariffs: Who Wins, Who Loses and What It Means for the Economy

Rising trade barriers and tariffs—including the announced reciprocal tariffs by the US on April 2, 2025—are fundamentally reshaping global supply chains and corporate strategies. In this report, we examine the industries poised to benefit or suffer in a high-tariff environment.

Insight Report | April 4, 2025 Premium

Amazon Bids to Acquire TikTok—What It Means for US E-Commerce

On April 3, 2025, e-commerce giant Amazon reportedly submitted a bid to acquire TikTok from its Chinese parent company, ByteDance. We examine the implications of the bid and the potential impact of a successful deal on the US e-commerce sector.

Analyst Corner | March 30, 2025

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Analyst Corner: Are You Ready for the Future of Physical Retail? Three Trends in US Retail Real Estate, with Anand Kumar

In this week’s Analyst Corner, Anand Kumar, Managing Director of Retail Research, discusses three key real estate trends we are watching in the US retail market in 2025 and beyond, covering technology integration, experiential retail and more.

Deep Dive | March 7, 2025 Premium

Navigating TikTok’s Uncertainty: Analyzing Challenges and Emerging User Migration Trends

What would a TikTok ban mean for the social media landscape in the US? We analyze proprietary US consumer survey findings to discuss the implications of TikTok’s uncertainty for other social media platforms as well as brands and advertisers.

Deep Dive | March 5, 2025 Premium

US Retail—Real Estate Insights: Embracing Small Store Formats, Immersive Experiences and Emerging Technologies

Explore how small-format stores, technology integration and immersive retail experiences are becoming success factors for retailers. We also analyze store openings and closures, as well as recent traffic trends, to shed light on the relationship between retailers and real estate companies.

Deep Dive | February 4, 2025

The Tech-Driven Future of US Retail: AI To Power Smarter Supply Chains, Seamless Operations and Personalized Experiences

In an era of rapid digital transformation, the US retail industry is harnessing the power of innovation across three critical areas: the supply chain, operations, and the customer experience. We dive into the importance and impacts of key technologies—including AI (artificial intelligence) and Web3—and outline major retailers that are leading the charge in technology adoption.

Analyst Corner | February 2, 2025

Analyst Corner: Three Technologies Driving the Future of US Retail, with Anand Kumar

In this week’s Analyst Corner, Anand Kumar, Managing Director of Retail Research, discusses three technologies that US retailers are implementing to futureproof their physical retail and customer engagement strategies.