Deep Dive | December 3, 2025 Premium Black Friday 2025 Around the World: Global Retail ObservationsA 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. Read More
Deep Dive | December 1, 2025 Premium China Singles’ Day 2025 Insights: Participation Rises but Spending Becomes More Selective Amid Tariffs, Value-Seeking and Platform ShiftsWe 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. Read More
Deep Dive | November 19, 2025 Premium Five Ways AI Is Being Used in Luxury Retailing—and What’s NextAs 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. Read More
Deep Dive | November 10, 2025 Databank Members Consumer Confidence Rebounds in October: China Consumer Survey InsightsWe analyze proprietary survey data to track consumer sentiment and financial sentiments in China. This report shows increased optimism in October 2025. Read More
Analyst Corner | October 19, 2025 Register for Free Access Analyst Corner: Evaluating Ulta Beauty’s Marketplace Launch as a Strategic Response, with Madhav PitaliyaIn 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. Read More
Insight Report | October 17, 2025 Premium Insights from China’s National Day Golden Week 2025: Resilience and Evolution in Consumer DemandUncover how shifting consumer behaviors during China’s Golden Week 2025 signal a new phase of domestic growth. Read More
Insight Report | October 17, 2025 Premium Singles’ Day 2025: Three Trends To Look For as AI Moves Center StagePreviewing Singles’ Day 2025: Read to discover three trends to look for as AI moves center stage. Read More
Deep Dive | October 13, 2025 Databank Members Consumer Optimism Softens Ahead of Golden Week: China Consumer Survey InsightsWe analyze proprietary weekly survey data to track consumer sentiment and financial sentiment in China in the lead up to Golden Week 2025. Read More
Company Profile | October 8, 2025 Premium Walmart (NYSE: WMT) Company ProfileWalmart 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. Read More
Deep Dive | October 6, 2025 Premium Playbook: GenAI To Reinvent Supply ChainsReinvent retail supply chains with generative AI—explore strategies, technologies, risks, and ethics shaping the future of GenAI in supply chain. Read More
Deep Dive | September 17, 2025 Premium Earnings Insights 2Q25: Wrap-Up—Most Companies See Sales Improvement Despite Tariff ConcernsWe 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. Read More
Deep Dive | September 15, 2025 Databank Members Consumer Sentiment Climbs from July Trough, as Tariff Truce Extended: China Consumer Survey InsightsAs 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. Read More
Insight Report | August 27, 2025 Premium CEO Brief: Agentic AI—Creating a Digital Workforce to Achieve Enormous Leaps in EfficiencyExplore what and why Agentic AI can bring to businesses, by creating digital workforces to transform retail, automate customer service, and optimize supply chains. Read More
Analyst Corner | August 24, 2025 Register for Free Access Analyst Corner: Why India Retail is Primed for a Blockbuster Festive-Sale Season, with Manik BhatiaIn this week’s Analyst Corner, Manik Bhatia, Head of Custom Research, discusses key reasons why India is primed for a particularly blockbuster festive-sale season in 2025. Read More
Deep Dive | August 19, 2025 Premium Global Luxury—Real Estate Insights: Brands Move from Tenants to Landlords, with Innovative, Experience-Rich FlagshipsDiscover luxury brand owners’ approaches to retail real estate. Understand why luxury companies are taking greater ownership of their real estate—and which consumer groups the next generation of flagship stores is designed to serve. Read More