June 17, 2025 Insight Report Premium May 2025 US Retail Sales: Core Sales Growth Proves Solid Despite Pull-Forward of PurchasesIn 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.
June 16, 2025 Insight Report 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.
June 11, 2025 Deep Dive Databank Members Consumer Sentiment Shows Signs of Improvement Amid Temporary Tariff Reduction: China Consumer Survey InsightsWe 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.
May 25, 2025 Analyst Corner Register for Free Access Analyst Corner: Retail Giants Drive the Second Wave of Quick Commerce in India, with Madhav PitaliyaIn 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.
May 21, 2025 Insight Report Premium May 2025 US Retail Sales Outlook: Projecting 3% Growth Amid Low Sentiment and Front-Loaded PurchasesThe 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.
May 15, 2025 Insight Report Premium April 2025 US Retail Sales: Growth Rate Reaches New High for 2025 Despite Economic UncertaintyIn 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.
May 13, 2025 Deep Dive Premium From Prohibition to Participation: Measuring the Impact of Cannabis and Psychedelic Mushroom Legalization on Consumer SpendingCoresight 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.
May 8, 2025 Deep Dive Databank Members Financial Optimism Falls to Lowest Recorded Level: China Consumer Survey InsightsWe 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.
April 23, 2025 Insight Report Premium April 2025 US Retail Sales Outlook: Lowering Near-Term Growth Projections Amid Volatility and UncertaintyThe 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.
April 17, 2025 Insight Report Premium Inside India’s Flourishing Men’s Skincare Market—Masstige Growth, Celebrity Influence and Tech InnovationExplore 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.
April 16, 2025 Insight Report Premium March 2025 US Retail Sales: Retail Sales Rebound Amid Tariff ConcernsIn 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.
April 15, 2025 Deep Dive Databank Members Financial Sentiment Falls to 14-Month Low Ahead of Reciprocal Tariffs, But Policy Measures Aim to Stabilize Economy: China Consumer Survey InsightsWe 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.
April 8, 2025 Insight Report Premium 4Q24 Retail Inventory Insights: Retailers Maintain Lean Inventories as Overall Inventory Ratio Remains UnchangedOur 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.
April 3, 2025 Deep Dive Premium 4Q24 Earnings Season Wrap-Up: Widespread Positive Sales Growth Recorded This QuarterWe 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.
March 24, 2025 Insight Report Premium March 2025 US Retail Sales Outlook: Lowering Our Retail Growth Projections in an Uncertain ContextThe 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.