Analyst Corner | October 19, 2025 Register for Free Access Analyst Corner: Evaluating Ulta Beauty’s Marketplace Launch as a Strategic Response, with Madhav PitaliyaIn this week’s Analyst Corner, Madhav Pitaliya, Analyst, explores Ulta Beauty’s launch of UB Marketplace, following the termination of its partnership with Target and amid consumer demand for wellness-focused categories. Read More
Insight Report | October 16, 2025 Premium Diwali’s Global Rise Is Reshaping the Retail Growth CycleIn our report on Diwali 2025, explore how India’s festive season is driving global retail growth, reshaping holiday cycles and influencing pricing strategy. Read More
Deep Dive | October 13, 2025 Databank Members Consumer Optimism Softens Ahead of Golden Week: China Consumer Survey InsightsWe analyze proprietary weekly survey data to track consumer sentiment and financial sentiment in China in the lead up to Golden Week 2025. Read More
Insight Report | October 10, 2025 Premium Flipkart Big Billion Days 2025: Wrap-Up—Sales-Tax Reforms, Quick Commerce and “Trust Shield” Shape GrowthWe present key insights from Flipkart’s Big Billion Days (BBD) 2025, which ran alongside major festive events in India. This wrap-up explores how GST reforms, rapid expansion in quick commerce and new post-purchase trust features helped Flipkart capture pent-up demand and set the tone for sustained momentum through Diwali and the holiday season. Read More
Company Profile | October 8, 2025 Premium Williams-Sonoma (NYSE: WSM) Company ProfileWilliams-Sonoma company profile with insights about growth strategies, headwinds and tailwinds, and financial metrics. Read More
Market Navigators/Market Outlook | October 8, 2025 Premium US Beauty Retailing: Themes, Concepts and Innovators—Personalization, Tech Integration and Wellness To Drive ChangeAs part of our 2025 Market Navigator on beauty retailing in the US, we explore the key trends and themes in the space, our blue-sky thinking and the retail innovators we are watching. Read More
Infographic | September 24, 2025 Premium Stretching Budgets and Shifting Choices: Navigating Back-to-School 2025—Data GraphicBTS shoppers are overspending on shopping due to unexpected price hikes. This report explores how shoppers are reacting to perceived tariff impacts as they stretch their budgets in the 2025 BTS season. Read More
Insight Report | September 24, 2025 Premium September 2025 US Retail Sales Outlook: Retail Outlook Score Plummets; Holiday-Quarter Growth Projection ModeratesThe US Retail Sales Outlook series from Coresight Research includes proprietary, ML-driven retail sales projections and analysis of the macroeconomic context for retailing. Read More
Infographic | September 18, 2025 Premium Tariffs and Earnings: What Companies Have Reported—Data GraphicDiscover how tariffs squeeze retail margins and who is best positioned to win. Get key insights from our consumer research. Read More
Deep Dive | September 17, 2025 Premium Earnings Insights 2Q25: Wrap-Up—Most Companies See Sales Improvement Despite Tariff ConcernsWe analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies mostly based in the US) in the second quarter of 2025, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes. Read More
Insight Report | September 16, 2025 Premium August 2025 US Retail Sales: Growth Normalizes as July’s Promotional Boost FadesUnderstand how US retail is growing in our monthly data report. Using data from the US Census Bureau, we analyze US retail sales in August 2025, in total and by sector. Read More
Deep Dive | September 15, 2025 Databank Members Consumer Sentiment Climbs from July Trough, as Tariff Truce Extended: China Consumer Survey InsightsAs new US-China tariffs are paused again, our unique weekly surveys find consumer sentiment improving in China. Discover what this stability means for economic growth in 2025. Read More
Analyst Corner | September 7, 2025 Register for Free Access Analyst Corner: Beauty’s Back! The US Beauty Market Bounces Back, with Madhav Pitaliya and John MercerIn this week’s Analyst Corner, John Mercer and Madhav Pitaliya of Coresight Research discuss the recent resurgence in the US beauty retail market, with beauty retailers such as Bath & Body Works and Ulta Beauty reporting solid growth in their most recent quarters. Read More
Deep Dive | September 3, 2025 Premium The Beauty Conversion Architecture: From Discovery to Purchase—Powering Beauty Companies’ Growth in 2025 and BeyondExplore the US beauty market in 2025: AI, creator commerce, fragrance and affordable prestige drive growth. Discover key insights in our latest research report. Read More
Insight Report | August 21, 2025 Premium August 2025 US Retail Sales Outlook: July Strength and Improved Outlook Score Raise Retail Projection Above 4%The US Retail Sales Outlook series from Coresight Research includes proprietary, ML-driven retail sales projections and analysis of the macroeconomic context for retailing. Read More
