Analyst Corner | December 7, 2025 Register for Free Access Analyst Corner: Five Key Insights from US Black Friday 2025 and What They Mean for the Rest of Holiday 2025, with Anand KumarThe report highlights presents five standout insights from Black Friday 2025 that provide meaningful signals for the balance of the holiday 2025 season. Read More
Analyst Corner | November 30, 2025 Register for Free Access Analyst Corner: Agentic Commerce Is Progressing at Warp Speed, with John HarmonDiscover what’s new in agentic commerce and agentic shopping, and what that means for retailing. Read More
Analyst Corner | November 23, 2025 Register for Free Access Analyst Corner: Five CPG Sector Insights from This Quarter’s Earnings, with Madhav PitaliyaThe report highlights how CPG are shifting from price-driven to volume-supported growth, focusing on health and wellness trends, AI integration, and operational efficiency amidst a cautious near-term outlook. Read More
Analyst Corner | November 16, 2025 Register for Free Access Analyst Corner: US Mass Merchandisers, Warehouse Clubs and Discount Stores—Target in Transition as Dollar Stores and Clubs Surge Ahead, With Sujeet NaikMass retailers drive major shifts in value, convenience and competition as Target evolves, dollar stores rebound and warehouse clubs pursue aggressive growth. Read More
Analyst Corner | November 9, 2025 Register for Free Access Analyst Corner: Singles’ Day 2025 Trends See AI Move Center Stage, with John MercerAhead of 11.11, understand the trends characterizing Singles’ Day 2025, plus the latest developments reported by Alibaba and JD.com. Read More
Analyst Corner | November 2, 2025 Register for Free Access Analyst Corner: UK Retail Crime Soars—Visibly Reflected in Stores, with John MercerShoplifting continues to rise in the UK. See how UK retailers are responding with ever-more technologies, devices and barriers to prevent theft—and what this means for friction in the shopper journey. Read More
Analyst Corner | October 26, 2025 Register for Free Access Analyst Corner: The Brave New World of Agentic Shopping, with John HarmonIn this week’s Analyst Corner, John Harmon, Managing Director of Technology Research, explores the brave new world of shopping provided by AI (artificial intelligence)-powered chatbots, with in-platform checkout having become available just in time for this year’s holiday shopping season. 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
Analyst Corner | October 12, 2025 Register for Free Access Analyst Corner: US Seasonal Shopping in the Holiday Quarter, with Aditya KaushikIn this week’s Analyst Corner, Aditya Kaushik, Analyst, explores US consumers’ spending expectations for shopping events in the fourth quarter of 2025—namely, Halloween (October 31), Singles’ Day (November 11), Black Friday (November 28) and the end-of-year holiday season. Read More
Analyst Corner | October 5, 2025 Register for Free Access Analyst Corner: Big Tech’s AI Application and Computing-Power Arms Race, with Charlie PoonIn this week’s Analyst Corner, Charlie Poon, Analyst, explores current investments in the artificial intelligence (AI) and GenAI (generative AI) spaces, as well as investments in the computing requirements for AI-powered applications. Read More
Analyst Corner | September 28, 2025 Register for Free Access Analyst Corner: US Grocery Retail—Decoding the $1.6 Trillion Market, with Sujeet NaikIn this week’s Analyst Corner, Sujeet Naik, Analyst, explores grocery retailing in the US, including our growth projections for this year, current market factors and what we expect for the grocery sector moving forward. Read More
Analyst Corner | September 21, 2025 Register for Free Access Analyst Corner: Understand Who Shops Where in US Retail, with John MercerIn this week’s Analyst Corner, John Mercer, Head of Global Research and Managing Director of Data-Driven Research, explores highlights from our new US shopper profiles, covering several retailers, including Amazon and Walmart. Read More
Analyst Corner | September 14, 2025 Register for Free Access Analyst Corner: Understanding US Consumer Economy Resilience Amid Macroeconomic Challenges, with Manik BhatiaIn this week’s Analyst Corner, Manik Bhatia of Coresight Research discusses the resilience of the US consumption economy as the broader economy grapples with sticky inflation and a stagnant labor market. Read More
Analyst Corner | September 7, 2025 Register for Free Access Analyst Corner: Beauty’s Back! The US Beauty Market Bounces Back, with Madhav Pitaliya and John MercerIn this week’s Analyst Corner, John Mercer and Madhav Pitaliya of Coresight Research discuss the recent resurgence in the US beauty retail market, with beauty retailers such as Bath & Body Works and Ulta Beauty reporting solid growth in their most recent quarters. Read More
Analyst Corner | August 31, 2025 Register for Free Access Analyst Corner: Controversy Persists Around Price Gouging with Electronic Shelf Labels, with John HarmonIn this week’s Analyst Corner, John Harmon, Director of Technology Research, discusses the fear, uncertainty and doubt surrounding the use of electronic shelf labels to implement surge pricing in grocery, and considers whether those concerns are justified. Read More