What's Inside

On May 4, 2025, Deborah Weinswig, CEO and Founder of Coresight Research, presented at global leadership community YPO’s Retail CEO Summit on the changing state of the consumer economy.

This presentation offers insights on drugstore/pharmacy shopping, cross-border commerce—spotlighting Shein and Temu—and the impacts of tariffs on retail.

Data in this presentation include proprietary survey findings on:

• US consumers’ expectations for the economy and their household financial situation
• Shopping rates and purchased categories at drugstores/pharmacy retailers
• Generational differences in visiting malls
• Shopping rates at Temu
• Concerns around the impacts of tariffs, including in driving higher prices for goods

We also highlight selected retailers’ relative tariff exposure to various countries (with data on supply chain sourcing), as well as US retail inventory growth analysis.

Other relevant research:

• Tariffs + Consumer Sentiment: A Timeline, 2025
• More research on tariffs, macroeconomics and the consumer
• The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys.
• What Can Retailers Learn from Shein and Temu?: Premium Subscriber Call, February 2025
• 4Q24 Retail Inventory Insights: Retailers Maintain Lean Inventories as Overall Inventory Ratio Remains Unchanged
• All our coverage of drugstore retail