August 14, 2025 Insight Report Premium CPG Giants Realign Through Over $100 Billion in M&A, Demergers and DivestmentsExplore how M&A, demergers and divestments are reshaping CPG portfolios in 2025, and how premiumization and health-focused strategies are fueling growth across global consumer markets.
August 13, 2025 Deep Dive Databank Members Sentiment Holds Steady As August Tariffs Deadline Looms: China Consumer Survey InsightsWe analyze proprietary survey data to track consumer sentiment and financial sentiments in China. This report shows stable optimism in July 2025, ahead of new August tariffs.
August 10, 2025 Analyst Corner Register for Free Access Analyst Corner: Wayfair Turns a Profit for the First Time in Four Years—Four Drivers of Its Performance, with Madhav PitaliyaIn this week’s Analyst Corner, Madhav Pitaliya, Analyst, discusses the key drivers and trends that drove the recent performance of online home-goods retailer Wayfair, in which it turned a quarterly profit for the first time in four years.
July 24, 2025 Deep Dive Premium Retail 2025: India Retail Predictions—Midyear Trends UpdateHow are India retail trends shaping up so far this year? Discover updated retail predictions and trends in the India market, from quick commerce to luxury expansion, as of midyear 2025.
July 23, 2025 Insight Report Premium July 2025 US Retail Sales Outlook: Projecting 3+% Growth To Continue Amid Mixed Economic SignalsThe US Retail Sales Outlook series from Coresight Research includes proprietary, ML-driven retail sales projections and analysis of the macroeconomic context for retailing.
July 22, 2025 Deep Dive Premium US Back to School 2025, Part 3: Essential Categories and Apparel for the BTS Season—Athleisure and Basics Set to LeadExplore proprietary Coresight Research survey data to discover the categories and apparel brands and retailers that are set to take the lead during this year’s US back-to-school (BTS) season in the third report in our US Back to School 2025 series.
July 17, 2025 Insight Report Premium June 2025 US Retail Sales: Sales Expansion Remains Resilient as Most Sectors Post Positive GrowthUnderstand how US retail is growing in our monthly data report. Using data from the US Census Bureau, we analyze US retail sales in June 2025, in total and by sector.
July 16, 2025 Deep Dive Premium US Back to School 2025, Part 2: Where Consumers Will Shop—Opportunities with Higher-Income Shoppers, in Retail Media and on TikTokWhere and how will US back-to-school consumers shop in 2025? Our research finds consumers are shopping more online and pursuing value and convenience this back-to-school season, with opportunities opened up by retail media and platforms such as TikTok.
July 10, 2025 Deep Dive Databank Members 6.18 Shopping Festival Helps Lift Consumer Sentiment After Recent Lows: China Consumer Survey InsightsWe analyze proprietary survey data to uncover consumer sentiment, behavior and shopping trends in China. This report reveals a lift in consumers’ economic and financial outlooks amid the 6.18 shopping festival.
July 1, 2025 Deep Dive Premium US Back to School 2025, Part 1: Early Shopping, Tariff Worries and Strategic Choices Shape BTS 2025We kick off our US Back to School 2025 series of reports by diving into proprietary survey findings on US consumers’ spending expectations for the BTS (back-to-school) season. How much will BTS shoppers spend, and what impacts will tariffs and global supply chain disruption have?
June 29, 2025 Analyst Corner Register for Free Access Analyst Corner: Five Back-to-School Shopping Trends to Watch, with Madhav PitaliyaIn this week’s Analyst Corner, Madhav Pitaliya, Analyst, discusses the back-to-school (BTS) shopping trends we are watching in 2025, drawing on findings from a proprietary survey of parents in the US.
June 27, 2025 Insight Report Premium 1Q25 Retail Inventory Insights: Lean Inventory, Tariff Mitigation, Supply Chain AdjustmentsOur quarterly US Retail Inventory Insights series analyzes retail inventory turnover. Discover inventory turnover ratios by sector and for selected major retailers in the first quarter of 2025. Dive into key commentary on inventory trends, planning and challenges—with insights on tariffs, AI (artificial intelligence)-driven tools and more.
June 25, 2025 Insight Report Premium June 2025 US Retail Sales Outlook: Projecting Solid Growth as Consumer Sentiment Continues to RecoverThe 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 June 19, 2025.
June 23, 2025 Deep Dive Premium Transforming Beauty Retail: AI Across the Value Chain, from Innovation to PersonalizationAI (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.
June 18, 2025 Deep Dive Premium Earnings Insights 1Q25: Wrap-Up—Growth Outpaces Declines Across Most SectorsWe 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.
