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 Databank Members 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 Databank Members 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
Deep Dive | June 11, 2025 Premium US Retail and Consumer Outlook: June 2025We consider the US macroeconomic outlook for 2025 as of the start of June 2025, including metrics that directly impact the consumer economy and in the context of the myriad of recent tariffs announcements made by the US government. Read More
Infographic | June 10, 2025 Free Report Earnings Insights 1Q25, Week 7: Dollar Stores See Growth Amid Tariff Pressures—InfographicDiscover the latest revenue and EPS (earnings per share) data from week seven of the 1Q25 (first quarter of 2025) earnings season with this infographic, covering various companies that reported in the week ended June 8, 2025, including Dollar General, Dollar Tree, Petco and more. Read More
Deep Dive | June 10, 2025 Databank Members High-Income Consumers’ Financial Sentiment Reaches New Peak; Facebook Slumps in Social Commerce: US Consumer Survey InsightsWe analyze new survey findings on consumers’ economic and financial outlooks, in total and by income group. Plus, we spotlight social commerce, revealing which social media platforms are popular for shopping and which product categories are bought at the highest rates. Read More
Insight Report | June 9, 2025 Premium US Retail in the Rest of 2025: Normalized Demand and Leaner Inventories Ahead of a High-Stakes Holiday SeasonWe offer 10 predictions for the rest of 2025, and outline core economic dynamics that are set to reshape the retail sector in the months ahead. What qualities will set retailers and brands apart? Discover critical insights to stay ahead through 2025. Read More
Infographic | June 6, 2025 Free Report Three Data Points We’re Watching This Week, Week 23: US Retail Sectors in FocusDiscover key data points we are watching in week 23 of 2025. This week, we present proprietary survey findings on US consumers’ shopping behavior in the grocery, home and home-improvement sectors. Read More
