Deep Dive | April 15, 2025 Premium 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. Read More
Infographic | April 10, 2025 Free Report 4Q24 Earnings Season Wrap-Up: Which Companies Missed, Beat and Fell in Line with Expectations?—InfographicExplore which companies beat consensus expectations and which missed consensus expectations during 4Q24 (the fourth quarter of 2024) earnings season with this infographic, covering more than 90 of the companies on the Coresight 100, our focus list of retailers and brand owners. Read More
Insight Report | April 9, 2025 Register for Free Access Breathing Space for US Retailers and Brands: US Tariffs Paused for 90 Days But Hiked Further for ChinaUS President Trump has announced a 90-day pause on reciprocal tariffs for countries excluding China—introducing a lower 10% rate in the interim—while simultaneously escalating tariffs on Chinese imports to a staggering 125%. In this report, we unpack the implications of the latest tariff restructuring, offering insights for brands and retailers looking to navigate the increasingly volatile trade environment. Read More
Deep Dive | April 9, 2025 Premium What You Need to Know About US Tariffs and Consumers’ and Retailers’ Reactions—April 2025 UpdateWhat are the impacts of new US tariffs on the retail industry and the economy? How are consumers and retailers responding? Find out in our new report, which explores economic disruption, consumer sentiment and retail strategies, drawing on proprietary survey data and industry interviews. Read More
Deep Dive | April 3, 2025 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. Read More
Deep Dive | March 10, 2025 Premium Financial Confidence Falls to New Low Following US Tariff Imposition: China Consumer Survey InsightsWe analyze new, proprietary survey data on consumers’ expectations for their personal finances and the economy in China, against a backdrop of new US tariffs. We also present an update on consumer behavior and shopping trends. Read More
Deep Dive | March 7, 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
Insight Report | February 21, 2025 Premium Chinese New Year 2025 Review: From Shopping to Screens—How Younger Consumers Boosted Spring Festival SpendingHow did consumers celebrate Lunar New Year this year and where did they direct their spending? Explore the impact of Chinese New Year, also known the Spring Festival, including retail trends, consumer preferences and market opportunities that emerged during the holiday. Read More
Infographic | February 14, 2025 Free Report Three Data Points We’re Watching This Week, Week 7: Consumer Sentiment FocusUnderstand consumer sentiment in the US and China with new survey data on consumers’ financial prospects and the impacts of tariffs. This graphic presents key insights from our research in week 7 of 2025. Read More
Deep Dive | February 13, 2025 Premium Mixed Signals—Economic Optimism Continues But Consumers Feel the Strain on Personal Finances: China Consumer Survey InsightsConsumer sentiment in China has exhibited significant volatility in recent months. Dive into our new survey data to uncover how consumer expectations for their personal finances and the economy are diverging, against a backdrop of ongoing stimulus measures and new US tariffs. We also present an update on consumer behavior and shopping trends. Read More
Insight Report | January 29, 2025 Premium Chinese New Year 2025: New Trends—Domestic Travel and Subsidy-Boosted SpendingHappy Chinese New Year! How are consumers in China celebrating? Dive into Spring Festival trends and retail activities, with a focus on travel and the impacts of government subsidies. Read More
Infographic | January 27, 2025 Free Report The New Coresight 100: Leading the Retail Charge in 2025—InfographicThe Coresight 100 spotlights 100 of the most impactful and influential retailers and brand owners that our readers and subscribers should pay attention to. This infographic presents selected insights on the selection methodology and composition of our global watchlist. Read More
Insight Report | January 27, 2025 Register for Free Access The New Coresight 100: Leading the Retail Charge in 2025The Coresight 100 spotlights 100 of the most impactful and influential retailers and brand owners that our readers and subscribers should pay attention to. We detail our selection methodology and dive into what’s new in the Coresight 100 for 2025. We also provide a breakdown of the list by sector and geography. Read More
Analyst Corner | January 26, 2025 Register for Free Access Analyst Corner: What’s Happening in China’s Economy? Analyzing Retail and Consumer Metrics with Madhav PitaliyaIn this week’s Analyst Corner, Madhav Pitaliya, Analyst, explores the state of China’s economy and Coresight Research’s outlook for the future of retail in the country. This report includes analysis of retail sales, consumer sentiment, inflation and the housing market. Read More
Deep Dive | January 20, 2025 Premium Sustained Stimulus Measures Give Rise to Consumer Optimism: China Consumer Survey InsightsDiving into new survey data, we assess Chinese consumers’ expectations for their personal finances and the economy through December 2024. We also present an update on consumer behavior and shopping trends. Read More
