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, John Mercer, Head of Global Research and Managing Director of Data-Driven Research, discusses consumer sentiment trends we are seeing in China and the US, based on data from our proprietary weekly surveys, including the factors that likely supported consumer confidence in China and the US ahead of expected new tariffs.

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 key drivers and trends that drove the recent performance of online home-goods retailer Wayfair, in which it turned a quarterly profit for the first time since 2021.
• US Consumers’ Perceptions of Tariffs: Data Graphic
• CEO Brief: Tech for Tariffs—Four Technologies (and Services) That Can Raise Revenues and Margins Now to Offset Tariff Pain
• The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys.
• See all our coverage of tariffs.