What's Inside

Welcome to Analyst Corner! Every Sunday, a member of the Coresight Research team discusses upcoming or recent research and their thoughts on interesting topics in their area of expertise.

This week, Anand Kumar, Managing Director of Retail Research, presents three consumer-focused predictions that will define retail’s trajectory in the second half of 2025, from stagflation to private-label expansion.

We also highlight our key research from the past week and upcoming reports to look out for, so you don’t miss out.

• For a deeper dive, premium subscribers should read our new report outlining all 10 of our forward-looking predictions and the macro trends behind them.

Other relevant research:

• US Retail and Consumer Outlook: June 2025
• Tariffs + Consumer Sentiment: A Timeline, 2025
• Our Retail 2025 series of outlook reports
• Weekly US Consumer Sentiment infographics
• The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys.
• Read previous Analyst Corner reports, including last week’s report, which discusses new store openings by IKEA.