Insight Report | February 14, 2025 Premium January 2025 US Retail Sales: Nearly All Sectors Report Mid-Single-Digit Sales GrowthIn January 2025, US retail sales (excluding gasoline and automobile sales) grew 4% year over year. Using data from the US Census Bureau, we look at total growth trends and performance by sector. Read More
Insight Report | February 13, 2025 Premium Inflation Up, Sentiment Down: Alarm Bells for the US Consumer Economy?We unpack the latest data on critical indicators shaping the retail landscape in 2025, offering insights and proprietary survey analysis spanning inflation, consumer sentiment and the impacts of tariffs on the US consumer economy. Read More
Insight Report | February 13, 2025 Premium Retail Shrink and ORC: Cargo Theft Hits Record Levels in the US, Retail Crime Costs Soar in the UKWe present the latest developments in retail shrink in the US and Europe, including retail crime costs, cargo theft rates and shoplifting data. Plus, discover news about loss-prevention technologies and dive into recent commentary on shrink from Albertsons and Walgreens. Read More
Insight Report | February 11, 2025 Premium Earnings Insights 4Q24, Week 2: Columbia Sportswear, Mondelēz and Tapestry See Sales Growth; Clorox, Estée Lauder and PepsiCo Report DeclinesOur weekly Earnings Insights reports feature highlights from recent management commentary from major retailers. This week, there are highlights from companies that reported in the week ended February 7, 2025, including Clorox Company, PepsiCo and Tapestry, among others. Read More
Insight Report | February 10, 2025 Premium US CPG Sales Tracker: Homecare and Health Dominate at the Start of 2025In partnership with Circana, we present data-driven insights into sales trends in the US CPG industry as of late January 2025, covering food & beverage, health & beauty, and general merchandise & homecare. Read More
Insight Report | February 6, 2025 Premium Earnings Insights 4Q24, Week 1: Levi Strauss, P&G, Walgreens and Others Post Sales Growth, While Burberry and Kimberly-Clark Report DeclinesOur weekly Earnings Insights reports feature highlights from recent management commentary from major retailers. This week, there are highlights from companies that reported in the week ended January 31, 2025, including Albertsons, Procter & Gamble and Tractor Supply Company, among others. Read More
Insight Report | February 4, 2025 Premium January 2025 US Retail Sales Outlook: Projecting Mid-Single-Digit Growth for the Start of 2025The monthly Coresight Research US Retail Sales Outlook series tracks several major macroeconomic indicators and their likely effect on US retail sales. We analyze the latest available data as of January 22, 2025. Read More
Insight Report | February 3, 2025 Premium 2025 Tariffs: What Do US Consumers Think?—Proprietary Survey InsightsOn February 1, 2025, President Trump implemented a 25% tariff on imports from Canada and Mexico, as well as a 10% tariff on all goods from China. We explore proprietary Coresight Research survey data on what US consumers believe the impact of these tariffs will be. Read More
Insight Report | February 3, 2025 Premium Retail 2025: US Macro, Consumer and Retail OutlookWe consider the US macroeconomic outlook for 2025, including metrics that directly impact the consumer economy and retail for the new year and in the context of a new administration entering the White House. Dive into our insights on inflation, interest rates, the housing market and more. Read More
Insight Report | January 29, 2025 Free Report DeepSeek: The Chinese AI Startup That Has Overtaken ChatGPT on Apple’s App StoreOn January 27, 2025, DeepSeek overtook OpenAI’s ChatGPT on Apple’s App Store. What is DeepSeek? Meet the Chinese AI (artificial intelligence) startup that could change the game for retail. 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
Insight Report | January 27, 2025 Register for Free Access Introducing the New Tech 25 for ’25: Retail-Tech Companies To WatchThe Tech 25 spotlights 25 public companies that are driving innovation and redefining the future of retail technology. We detail our selection methodology and dive into what’s new in the Tech 25 for 2025. We also provide a breakdown of the list by type and sector, and introduce the companies you need to know! 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
Insight Report | January 24, 2025 Premium Holiday 2024: UK Retail Wrap-Up—Cautious Spending and Late Shopping Fuel Volatile Peak TradingUnderstand holiday 2024 retail performance in the UK with our analysis of sales metrics and major retailers’ trading updates. Read More
Insight Report | January 16, 2025 Premium US CPG Sales Tracker: Sharp Beauty Rise Drives CPG Growth in December 2024The Coresight Research and Circana monthly US CPG Sales Tracker provides our data-driven insights into online sales trends in the US CPG industry—covering the product categories of food & beverages, health & beauty, and general merchandise & homecare. This report presents key insights for the four weeks ended December 29, 2024. Read More