Madhav Pitaliya, Analyst

Access research reports and presentations on the retail and technology ecosystem, including consumers, companies, economies, and retail and technology trends. Use the filters below to find research reports and presentations by sector, theme, company or other parameters. Alternatively, use the search box above to find relevant research content.

Deep Dive | June 23, 2025 Premium

Transforming Beauty Retail: AI Across the Value Chain, from Innovation to Personalization

AI (artificial intelligence) is transforming the beauty industry, reshaping product innovation, manufacturing, marketing strategies and loyalty building. We delineate the “B.E.A.U.T.Y.” of AI’s value and use cases in the beauty market, from building new products to providing better consumer experiences. Discover the technology’s key benefits, spanning personalization, cost efficiency and sustainability.

Deep Dive | June 18, 2025 Premium

Earnings Insights 1Q25: Wrap-Up—Growth Outpaces Declines Across Most Sectors

We analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies mostly based in the US) in the first quarter of 2025, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes.

Insight Report | June 17, 2025 Premium

May 2025 US Retail Sales: Core Sales Growth Proves Solid Despite Pull-Forward of Purchases

In May 2025, US retail sales (excluding gasoline and automobile sales) increased by nearly 4%, representing a deceleration from the previous month. Using data from the US Census Bureau, we analyze US retail sales in May 2025, in total and by sector.

Insight Report | June 16, 2025 Premium

Retail Under Pressure: How Will Tariffs Disrupt the Back-to-School and Holiday Seasons?

Discover how retailers are adjusting their strategies ahead of the 2025 back-to-school and end-of-year holiday seasons in response to recent and potential changes to tariffs.

Deep Dive | June 11, 2025 Databank Members

Consumer Sentiment Shows Signs of Improvement Amid Temporary Tariff Reduction: China Consumer Survey Insights

We analyze proprietary survey data to uncover consumer sentiment, behavior and shopping trends in China. This report reveals a rebound in economic and financial optimism following the US government’s announcement of a temporary reduction in tariffs.

Analyst Corner | May 25, 2025

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Analyst Corner: Retail Giants Drive the Second Wave of Quick Commerce in India, with Madhav Pitaliya

In this week’s Analyst Corner, Madhav Pitaliya, Analyst, discusses the aggressive expansion of quick commerce in India by both digital-first disruptors and traditional retail giants.

Insight Report | May 21, 2025 Premium

May 2025 US Retail Sales Outlook: Projecting 3% Growth Amid Low Sentiment and Front-Loaded Purchases

The monthly Coresight Research US Retail Sales Outlook series tracks several major macroeconomic indicators and their likely effect on US retail sales. In this report, we analyze the latest available data as of May 19, 2025.

Insight Report | May 15, 2025 Premium

April 2025 US Retail Sales: Growth Rate Reaches New High for 2025 Despite Economic Uncertainty

In April 2025, US retail sales (excluding gasoline and automobile sales) increased by over 5%, an acceleration from the previous month, despite macroeconomic concerns driven by tariffs. Using data from the US Census Bureau, we analyze US retail sales in April 2025, in total and by sector.

Deep Dive | May 13, 2025 Premium

From Prohibition to Participation: Measuring the Impact of Cannabis and Psychedelic Mushroom Legalization on Consumer Spending

Coresight Research analyzes the shifting regulatory and retail landscape surrounding cannabis and psychedelic mushrooms in the US, providing a data-driven snapshot of current legalization trends, consumer behavior and purchasing patterns.

Deep Dive | May 8, 2025 Databank Members

Financial Optimism Falls to Lowest Recorded Level: China Consumer Survey Insights

We analyze proprietary survey data to uncover consumer sentiment, behavior and shopping trends in China. This report spotlights volatility in consumers’ expectations for the economy and their personal finances against a backdrop of new US tariffs, with recent severe declines in financial optimism.

Insight Report | April 23, 2025 Premium

April 2025 US Retail Sales Outlook: Lowering Near-Term Growth Projections Amid Volatility and Uncertainty

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 April 21, 2025.

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 Databank Members

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.