December 18, 2025 Infographic Premium 2026 Sector Outlook: US CPG—Volume Growth, GLP-1 Influence and Digital Acceleration To Drive CPG GrowthExplore 2026 trends in the US CPG sector, focusing on AI, health-driven innovations, and premiumization, as companies adapt to shifting consumer behaviors and economic pressures.
December 18, 2025 Deep Dive Premium 3Q25 Earnings Season Wrap-Up: 84% of Companies Grow Sales, 77% Beat Top-Line Consensus in a Solid Quarter for Discount, Off-Price and Specialty ApparelWe analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies) in the third quarter of 2025, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes.
December 17, 2025 Insight Report Premium October 2025 US Retail Sales: Strong Start to the Holiday Quarter Despite Government Shutdown and Dwindling Consumer SentimentIn October 2025, US retail sales (excluding gasoline and automobile sales) increased by 4.5%, an acceleration from the previous month. Using data from the US Census Bureau, we analyze US retail sales in October 2025, in total and by sector.
December 16, 2025 Infographic Premium 2026 Sector Outlook: US Beauty Retailing—Fragrance, GLP-1 and Science-Led Innovation To Drive ExpansionExplore 2026 trends in US beauty retailing, including AI, wellness and fragrance growth, as the sector shifts toward science-backed and personalized innovation.
December 11, 2025 Deep Dive Databank Members Consumer Sentiment Peaks Ahead of Singles’ Day—Then Stabilizes: China Consumer Survey InsightsWe analyze proprietary survey data to track consumer sentiment and financial sentiments in China. This report shows increased optimism in November 2025.
December 4, 2025 Insight Report Premium US Retail Sales Outlook: Our Retail Growth Outlook Score Strengthens, SlightlyThe US Retail Sales Outlook series from Coresight Research includes proprietary, ML-driven retail sales projections and analysis of the macroeconomic context for retailing.
December 1, 2025 Deep Dive Premium China Singles’ Day 2025 Insights: Participation Rises but Spending Becomes More Selective Amid Tariffs, Value-Seeking and Platform ShiftsWe analyze proprietary survey data to track participation, spending, and platform behavior during Singles’ Day in China. This report shows rising participation in 2025, but with increasingly selective and value-driven consumer behavior shaped by tariffs, AI, and instant commerce.
November 26, 2025 Insight Report Premium September 2025 US Retail Sales: Delayed Government Data Show Strong Retail Growth in SeptemberIn September 2025, US retail sales (excluding gasoline and automobile sales) increased by 5%, an acceleration from the previous month. Using data from the US Census Bureau, we analyze US retail sales in September 2025, in total and by sector.
November 23, 2025 Analyst Corner Register for Free Access Analyst Corner: Five CPG Sector Insights from This Quarter’s Earnings, with Madhav PitaliyaThe report highlights how CPG are shifting from price-driven to volume-supported growth, focusing on health and wellness trends, AI integration, and operational efficiency amidst a cautious near-term outlook.
November 19, 2025 Deep Dive Premium Five Ways AI Is Being Used in Beauty Retailing (Plus One Bonus)—and What’s NextAs part of our Five Ways AI Is Being Used… series, this report explores how AI is transforming product innovation, personalization and supply chains in beauty retail—reshaping how brands create, market and sell to consumers.
November 13, 2025 Insight Report Premium US Retail Sales Outlook: Retail Sales Projections Moderate for the Holiday QuarterThe US Retail Sales Outlook series from Coresight Research includes proprietary, ML-driven retail sales projections and analysis of the macroeconomic context for retailing.
November 10, 2025 Deep Dive Databank Members Consumer Confidence Rebounds in October: China Consumer Survey InsightsWe analyze proprietary survey data to track consumer sentiment and financial sentiments in China. This report shows increased optimism in October 2025.
October 30, 2025 Insight Report Premium 2Q25 Retail Inventory Insights: Diverging Strategies Amid Tariff Impacts in the Pre-Holiday Build-UpOur quarterly US Retail Inventory Insights series analyzes inventory trends in US retail. Discover inventory turnover ratios by sector and for selected major retailers in the second quarter of 2025. Dive into key commentary on inventory trends, planning and challenges—with insights on tariffs, diverging supply chain strategies, AI (artificial intelligence)-driven tools and more.
October 24, 2025 Insight Report Premium Kering and L’Oréal Announce €4 Billion Strategic Partnership—Multibrand Luxury and Beauty Firms Playing To Their StrengthsKering and L’Oréal’s €4B luxury beauty partnership redefines the fashion–beauty–wellness landscape with new licenses, acquisitions, and a wellness JV.
October 22, 2025 Market Navigators/Market Outlook Premium US Beauty Retailing: Market Forecast and Competitive Landscape—From Rebound to Reinvention in 2026As part of our 2025 Market Navigator on beauty retailing in the US, we highlight key developments in market growth, category dynamics, retail channel shifts and consumer behavior we have seen in 2025, as well as our estimates for the market through 2029.
