Research

Access research reports and presentations on the retail and technology ecosystem, including consumers, companies, economies, and retail and technology trends. Use the filters below to find research reports and presentations by sector, theme, company or other parameters. Alternatively, use the search box above to find relevant research content.

Deep Dive | December 18, 2025 Premium

3Q25 Earnings Season Wrap-Up: 84% of Companies Grow Sales, 77% Beat Top-Line Consensus in a Solid Quarter for Discount, Off-Price and Specialty Apparel

We analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies) in the third quarter of 2025, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes.

Deep Dive | December 11, 2025 Databank Members

Consumer Sentiment Peaks Ahead of Singles’ Day—Then Stabilizes: China Consumer Survey Insights

We analyze proprietary survey data to track consumer sentiment and financial sentiments in China. This report shows increased optimism in November 2025.

Deep Dive | December 3, 2025 Premium

Black Friday 2025 Around the World: Global Retail Observations

A brief look at our global team’s take on Black Friday 2025, highlighting in-store and online activity across Hong Kong, India, and the UK—including on-the-ground visits in the UK and India.

Deep Dive | December 1, 2025 Premium

China Singles’ Day 2025 Insights: Participation Rises but Spending Becomes More Selective Amid Tariffs, Value-Seeking and Platform Shifts

We analyze proprietary survey data to track participation, spending, and platform behavior during Singles’ Day in China. This report shows rising participation in 2025, but with increasingly selective and value-driven consumer behavior shaped by tariffs, AI, and instant commerce.

Deep Dive | November 19, 2025 Premium

Five Ways AI Is Being Used in Luxury Retailing—and What’s Next

As part of our Five Ways AI Is Being Used… series, this report explores how AI in luxury retail is reshaping design, marketing and customer experience. Discover key trends and insights driving innovation in luxury retail.

Deep Dive | November 10, 2025 Databank Members

Consumer Confidence Rebounds in October: China Consumer Survey Insights

We analyze proprietary survey data to track consumer sentiment and financial sentiments in China. This report shows increased optimism in October 2025.

Analyst Corner | October 19, 2025

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Analyst Corner: Evaluating Ulta Beauty’s Marketplace Launch as a Strategic Response, with Madhav Pitaliya

In this week’s Analyst Corner, Madhav Pitaliya, Analyst, explores Ulta Beauty’s launch of UB Marketplace, following the termination of its partnership with Target and amid consumer demand for wellness-focused categories.

Insight Report | October 17, 2025 Premium

Insights from China’s National Day Golden Week 2025: Resilience and Evolution in Consumer Demand

Uncover how shifting consumer behaviors during China’s Golden Week 2025 signal a new phase of domestic growth.

Insight Report | October 17, 2025 Premium

Singles’ Day 2025: Three Trends To Look For as AI Moves Center Stage

Previewing Singles’ Day 2025: Read to discover three trends to look for as AI moves center stage.

Deep Dive | October 13, 2025 Databank Members

Consumer Optimism Softens Ahead of Golden Week: China Consumer Survey Insights

We analyze proprietary weekly survey data to track consumer sentiment and financial sentiment in China in the lead up to Golden Week 2025.

Company Profile | October 8, 2025 Premium

Walmart (NYSE: WMT) Company Profile

Walmart is a US-based retailer of apparel, footwear, general merchandise and groceries. Headquartered in Bentonville, Arkansas, the company operates stores across the US and 24 other countries.

Deep Dive | October 6, 2025 Premium

Playbook: GenAI To Reinvent Supply Chains

Reinvent retail supply chains with generative AI—explore strategies, technologies, risks, and ethics shaping the future of GenAI in supply chain.

Deep Dive | September 17, 2025 Premium

Earnings Insights 2Q25: Wrap-Up—Most Companies See Sales Improvement Despite Tariff Concerns

We analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies mostly based in the US) in the second quarter of 2025, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes.

Deep Dive | September 15, 2025 Databank Members

Consumer Sentiment Climbs from July Trough, as Tariff Truce Extended: China Consumer Survey Insights

As new US-China tariffs are paused again, our unique weekly surveys find consumer sentiment improving in China. Discover what this stability means for economic growth in 2025.

Insight Report | August 27, 2025 Premium

CEO Brief: Agentic AI—Creating a Digital Workforce to Achieve Enormous Leaps in Efficiency

Explore what and why Agentic AI can bring to businesses, by creating digital workforces to transform retail, automate customer service, and optimize supply chains.