Analyst Corner | June 22, 2025 Register for Free Access Analyst Corner: Three Consumer-Focused Predictions for US Retail for the Second Half of 2025, with Anand KumarIn this week’s Analyst Corner, Anand Kumar, Managing Director of Retail Research, presents three consumer-focused predictions that will define retail’s trajectory in the second half of 2025, from stagflation to private-label expansion. Read More
Infographic | June 20, 2025 Free Report Three Data Points We’re Watching This Week, Week 25: Predictive Data—Looking Ahead in US RetailDiscover key data points we are watching in week 25 of 2025. This week, we highlight predictive US retail data, from US consumers’ Amazon Prime Day shopping plans and personal financial expectations to our proprietary sales projection for July 2025. Read More
Store Tracker | June 20, 2025 Premium Weekly US Store Openings and Closures Tracker 2025, Week 25: Furniture Frenzy—At Home’s Bankruptcy, Ashley’s Store Renewal and Openings from IKEA, Wayfair and MoreOur Weekly US Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the US. This week, we highlight the latest store opening and closure announcements from Ashley, At Home, IKEA and Wayfair, among others, as well as the announcement of a new Executive Chairman at Vera Bradley. Read More
Infographic | June 19, 2025 Premium Financial Confidence Improves: Weekly US Consumer Sentiment, Week 25, 2025—InfographicOur latest weekly update on US consumer sentiment, based on proprietary survey findings, reveals improvement in consumers’ financial outlook, with a positive turn among middle-income consumers. Read More
Insight Report | June 19, 2025 Premium Head-to-Head in Global Luxury Retailing: Kering vs. LVMHAs part of our Head-to-Head series, we compare Kering and LVMH, the two leading houses in the global luxury sector. Delve into key insights on these companies’ revenues, markets of operation, digital strategies and more. Read More
Deep Dive | June 19, 2025 Premium Navigating TikTok’s Uncertainty: Analyzing Challenges and Emerging User Migration TrendsWhat would a TikTok ban mean for the social media landscape in the US? We analyze proprietary US consumer survey findings to discuss the implications of TikTok’s uncertainty for other social media platforms as well as brands and advertisers. Read More
Deep Dive | June 18, 2025 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. Read More
Deep Dive | June 18, 2025 Premium Financial Confidence Improves but Tariffs and Inflation Impact Shopping Behavior: US Consumer Survey InsightsWhat are US consumers’ perceptions of tariffs and inflation, and how are they changing their shopping behavior as a result? We provide the answers through analysis of proprietary survey findings, and present an update on consumer sentiment, including improving financial confidence. Read More
Insight Report | June 17, 2025 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. Read More
Insight Report | June 17, 2025 Premium Amazon Prime Day 2025: Preview—Five Essential Insights on Consumers’ Shopping PlansAmazon’s annual Prime Day shopping festival will be held during July 8–11, 2025, across 20 global markets, including the US. Leveraging proprietary US consumer survey findings, we present five essential insights ahead of the event, including how consumer interest in Prime Day compares with actual conversion, which product categories are set to dominate, and what brands can do to drive sales. Read More
Deep Dive | June 17, 2025 Free Report The State of In-Store Retailing 2025: The Dawn of New-Age Stores, Powered by TechnologyStore intelligence technologies offer transformative potential to optimize brick-and-mortar retail operations. Dive into our survey-driven insights on how to tackle inefficiencies and protect margins. This is our second annual study diving into the state of in-store retailing, offering year-over-year data comparisons. This report is produced and made available to non-subscribers of Coresight Research in partnership with Simbe. Read More
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. Read More
Infographic | June 13, 2025 Free Report Three Data Points We’re Watching This Week, Week 24: Consumer Sentiment Improves: US vs. ChinaDiscover key data points we are watching in week 24 of 2025. This week, we highlight consumers’ expectations for their personal financial situation, presenting proprietary survey findings on consumer sentiment in the US and China. Read More
Store Tracker | June 13, 2025 Premium Weekly US Store Openings and Closures Tracker 2025, Week 24: Casey’s To Open 80 Stores; Torrid To Close 180 StoresOur Weekly US Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the US. This week, we highlight the latest store opening and closure announcements from Casey’s, Dollar Tree, Family Dollar and Torrid, as well as the announcement of a new Chief Operating Officer at Kirkland’s. Read More
Infographic | June 12, 2025 Premium High-Income Consumers’ Financial Sentiment Reaches New Peak: Weekly US Consumer Sentiment, Week 24, 2025—InfographicOur latest weekly update on US consumer sentiment, based on proprietary survey findings, reveals improvement in consumers’ economic and financial outlooks, driven by high-income consumers. Read More
