Analyst Corner | November 2, 2025 Register for Free Access Analyst Corner: UK Retail Crime Soars—Visibly Reflected in Stores, with John MercerShoplifting continues to rise in the UK. See how UK retailers are responding with ever-more technologies, devices and barriers to prevent theft—and what this means for friction in the shopper journey. Read More
Analyst Corner | October 26, 2025 Register for Free Access Analyst Corner: The Brave New World of Agentic Shopping, with John HarmonIn this week’s Analyst Corner, John Harmon, Managing Director of Technology Research, explores the brave new world of shopping provided by AI (artificial intelligence)-powered chatbots, with in-platform checkout having become available just in time for this year’s holiday shopping season. Read More
Analyst Corner | October 19, 2025 Register for Free Access Analyst Corner: Evaluating Ulta Beauty’s Marketplace Launch as a Strategic Response, with Madhav PitaliyaIn this week’s Analyst Corner, Madhav Pitaliya, Analyst, explores Ulta Beauty’s launch of UB Marketplace, following the termination of its partnership with Target and amid consumer demand for wellness-focused categories. Read More
Analyst Corner | October 12, 2025 Register for Free Access Analyst Corner: US Seasonal Shopping in the Holiday Quarter, with Aditya KaushikIn this week’s Analyst Corner, Aditya Kaushik, Analyst, explores US consumers’ spending expectations for shopping events in the fourth quarter of 2025—namely, Halloween (October 31), Singles’ Day (November 11), Black Friday (November 28) and the end-of-year holiday season. Read More
Analyst Corner | October 5, 2025 Register for Free Access Analyst Corner: Big Tech’s AI Application and Computing-Power Arms Race, with Charlie PoonIn this week’s Analyst Corner, Charlie Poon, Analyst, explores current investments in the artificial intelligence (AI) and GenAI (generative AI) spaces, as well as investments in the computing requirements for AI-powered applications. Read More
Analyst Corner | September 28, 2025 Register for Free Access Analyst Corner: US Grocery Retail—Decoding the $1.6 Trillion Market, with Sujeet NaikIn this week’s Analyst Corner, Sujeet Naik, Analyst, explores grocery retailing in the US, including our growth projections for this year, current market factors and what we expect for the grocery sector moving forward. Read More
Analyst Corner | September 21, 2025 Register for Free Access Analyst Corner: Understand Who Shops Where in US Retail, with John MercerIn this week’s Analyst Corner, John Mercer, Head of Global Research and Managing Director of Data-Driven Research, explores highlights from our new US shopper profiles, covering several retailers, including Amazon and Walmart. Read More
Analyst Corner | September 14, 2025 Register for Free Access Analyst Corner: Understanding US Consumer Economy Resilience Amid Macroeconomic Challenges, with Manik BhatiaIn this week’s Analyst Corner, 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. Read More
Analyst Corner | September 7, 2025 Register for Free Access Analyst Corner: Beauty’s Back! The US Beauty Market Bounces Back, with Madhav Pitaliya and John MercerIn this week’s Analyst Corner, John Mercer and Madhav Pitaliya of Coresight Research discuss 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. Read More
Analyst Corner | August 31, 2025 Register for Free Access Analyst Corner: Controversy Persists Around Price Gouging with Electronic Shelf Labels, with John HarmonIn this week’s Analyst Corner, John Harmon, Director of Technology Research, discusses the fear, uncertainty and doubt surrounding the use of electronic shelf labels to implement surge pricing in grocery, and considers whether those concerns are justified. Read More
Analyst Corner | August 24, 2025 Register for Free Access Analyst Corner: Why India Retail is Primed for a Blockbuster Festive-Sale Season, with Manik BhatiaIn this week’s Analyst Corner, Manik Bhatia, Head of Custom Research, discusses key reasons why India is primed for a particularly blockbuster festive-sale season in 2025. Read More
Analyst Corner | August 17, 2025 Register for Free Access Analyst Corner: What Happened with US and China Consumer Sentiment on the Eve of Expected Tariffs? with John MercerIn this week’s Analyst Corner, 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. Read More
Analyst Corner | August 10, 2025 Register for Free Access Analyst Corner: Wayfair Turns a Profit for the First Time in Four Years—Four Drivers of Its Performance, with Madhav PitaliyaIn this week’s Analyst Corner, Madhav Pitaliya, Analyst, 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 in four years. Read More
Analyst Corner | August 3, 2025 Register for Free Access Analyst Corner: The Shifting “Friction Gap” Between Stores and E-Commerce Is Benefitting Digital Channels, with John MercerIn this week’s Analyst Corner, John Mercer, Head of Global Research and Managing Director of Data-Driven Research, discusses the “push and pull” effect we are witnessing, whereby digital channels are adding greater convenience as physical stores lose some of their competitive edge around convenience, service and immediacy. Read More
Analyst Corner | July 27, 2025 Register for Free Access Analyst Corner: The Labubu Craze—Revealing How Gens Z and Alpha Are Redefining Retail, with Charlie PoonIn this week’s Analyst Corner, Charlie Poon, Analyst, discusses the ways in which Labubu, a palm-sized toy, has become the current “it item” globally, and what its popularity with younger generations reveals about the current retail landscape. Read More
