Reasons to Read

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, 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.

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

Other relevant research:

• Read previous Analyst Corner reports, including last week’s report, which discusses 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.
• Sentiment Dives, Tariff Pessimism Deepens, Reactive Shopping Entrenches: US Consumer Survey Insights
• August 2025 US Retail Sales Outlook: July Strength and Improved Outlook Score Raise Retail Projection Above 4%
• The US Retail Sales Databank features retail sales values and year-over-year growth, in total and by sector, by year and by month. This Databank is updated monthly.