Madhav Pitaliya, Analyst

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Insight Report | April 17, 2025 Premium

Inside India’s Flourishing Men’s Skincare Market—Masstige Growth, Celebrity Influence and Tech Innovation

Explore the evolving men’s skincare market in India and examine the underlying factors fueling the category’s growth. We also cover how emerging brands are leveraging emerging technologies, science-backed formulations and personalized solutions to redefine skincare products.

Insight Report | April 16, 2025 Premium

March 2025 US Retail Sales: Retail Sales Rebound Amid Tariff Concerns

In March 2025, US retail sales (excluding gasoline and automobile sales) rebounded from February’s decline, despite concerns around tariffs. Using data from the US Census Bureau, we analyze US retail sales in February 2025, in total and by sector.

Deep Dive | April 15, 2025 Premium

Financial Sentiment Falls to 14-Month Low Ahead of Reciprocal Tariffs, But Policy Measures Aim to Stabilize Economy: China Consumer Survey Insights

We analyze proprietary survey data to uncover declining trends in consumer sentiment in China ahead of new US tariffs. We also present an update on consumer behavior and shopping trends.

Insight Report | April 8, 2025 Premium

4Q24 Retail Inventory Insights: Retailers Maintain Lean Inventories as Overall Inventory Ratio Remains Unchanged

Our quarterly US Retail Inventory Insights series analyzes inventory trends in US retail. In this report, dive into trends by sector and inventory turnover ratios among major US retailers in the fourth quarter of 2024.

Deep Dive | April 3, 2025 Premium

4Q24 US Earnings Season Wrap-Up: Widespread Positive Sales Growth Recorded This Quarter

We analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies mostly based in the US) in the fourth quarter of 2024, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes.

Insight Report | March 24, 2025 Premium

March 2025 US Retail Sales Outlook: Lowering Our Retail Growth Projections in an Uncertain Context

The 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 March 19, 2025.

Analyst Corner | March 23, 2025

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Analyst Corner: What’s Happening in Beauty Retail?—Analyzing Mixed Performance and Success Strategies with Madhav Pitaliya

In this week’s Analyst Corner, Madhav Pitaliya, Analyst, spotlights the US beauty market, diving into key trends across major players’ latest earnings results. From AI (artificial intelligence) to personalization, discover the strategies that beauty companies are implementing to get ahead amid shifts in consumer behavior and the impacts of tariffs.

Insight Report | March 19, 2025 Premium

Earnings Insights 4Q24, Week 7: Costco, Inditex and Puma Lead with Solid Fourth-Quarter Growth

Our 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 March 16, 2025, including Costco, Gap Inc., Inditex, Kohl’s, Puma, Ulta Beauty and more.

Insight Report | March 17, 2025 Premium

February 2025 US Retail Sales: First Year-Over-Year Drop Since the Pandemic—Electronics and Department Stores Lead Declines

In February 2025, US retail sales (excluding gasoline and automobile sales) declined year over year, marking the first decline since April 2020. Using data from the US Census Bureau, we look at total growth trends and performance by sector.

Insight Report | March 14, 2025 Premium

India’s Maha Kumbh Mela 2025: How Convenience, Technology and Sustainability Powered a Multibillion-Dollar Festival

Festivals provide huge retail opportunity. Dive into how convenience, technology and sustainability powered the multibillion-dollar Maha Kumbh Mela 2025 in India, and discover learnings for retail companies to capitalize on large-scale events moving forward.

Insight Report | March 12, 2025 Premium

Earnings Insights 4Q24, Week 6: Sales Decline for Kroger, Macy’s, Ross Stores and Other Retailers

Our 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 March 9, 2025, including Adidas, Best Buy, Kroger, Macy’s, Prada, Ross Stores and Target.

Deep Dive | March 10, 2025 Premium

Financial Confidence Falls to New Low Following US Tariff Imposition: China Consumer Survey Insights

We analyze new, proprietary survey data on consumers’ expectations for their personal finances and the economy in China, against a backdrop of new US tariffs. We also present an update on consumer behavior and shopping trends.

Insight Report | March 5, 2025 Premium

Earnings Insights 4Q24, Week 5: Most Companies Report Strong Growth Results This Week

Our 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 28, 2025, including Bath & Body Works, eBay, Home Depot and TJX, among others.

Insight Report | February 26, 2025 Premium

Earnings Insights 4Q24, Week 4: Birkenstock, Hermès, Sprouts and More Post Double-Digit Growth

Our 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.

Insight Report | February 20, 2025 Premium

February 2025 US Retail Sales Outlook: Growth Set for a Slowdown in February and March

The 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.