Gated Deep Dives

Access research reports and presentations on the retail and technology ecosystem, including consumers, companies, economies, and retail and technology trends. Use the filters below to find research reports and presentations by sector, theme, company or other parameters. Alternatively, use the search box above to find relevant research content.

Deep Dive | May 1, 2025 Databank Members

High-Income Consumers Turn Optimistic About Economy; Plus, Inflation Awareness Declines: US Consumer Survey Insights

What are US consumers’ perceptions of inflation, and how are they changing their spending habits as a result? We analyze new survey findings on consumers’ inflation-combating strategies when shopping for food and nonfood products. We also continue to track shifts in consumer sentiment, overall and by income level.

Deep Dive | April 29, 2025 Premium

Head-to-Head in US Warehouse Club Retailing: Costco vs. Sam’s Club

As part of our Head-to-Head series, we dive into the competition between the two market leaders in US warehouse club retailing: Costco and Sam’s Club. How do the two companies stack up, and which is best positioned for future growth and success? Explore metrics such as revenue growth, shopper profiles, brick-and-mortar expansion and tech strategies.

Deep Dive | April 24, 2025 Premium

Deeper on DeepSeek and Its Potential to Radically Level the AI Playing Field

How is DeepSeek disrupting the AI (artificial intelligence) status quo, and what does this mean for the future of GenAI (generative AI)? The Chinese AI company is redefining what’s possible with open-source, low-cost, high-performing AI models. We unpack the technical breakthroughs, training methodology and strategic implications of DeepSeek’s AI models.

Deep Dive | April 22, 2025 Databank Members

Economic Sentiment Shows First Uptick in Eight Weeks; Plus, Drugstore and Pharmacy Shopping in Focus: US Consumer Survey Insights

The decline in US consumers’ economic expectations has finally come to an end, new survey findings reveal. In addition to diving into consumer sentiment data, this report spotlights drugstore and pharmacy shopping trends, uncovering popular retailers and products.

Deep Dive | April 22, 2025 Premium

Keeping Green While Saving Green: Five Areas for Technology-Driven Sustainability in 2025

Aligning with Earth Day 2025, we explore five key areas where retailers and brands can utilize emerging technology to enhance sustainability while simultaneously improving revenues or reducing costs.

Deep Dive | April 16, 2025 Databank Members

Consumer Sentiment—The Big Surprise in a Week of Shocks; Plus, Apparel Shopping in Focus: US Consumer Survey Insights

How did the April 2, 2025, announcement of reciprocal tariffs impact US consumer sentiment? Our latest weekly survey reveals surprising findings. Understand the consumer mindset with our comprehensive data on financial and economic expectations. Also this week, we dive into apparel and footwear shopping trends, uncovering popular retailers, brands and products.

Deep Dive | April 15, 2025 Databank Members

Financial Sentiment Falls to 14-Month Low Ahead of Reciprocal Tariffs, But Policy Measures Aim to Stabilize Economy: China Consumer Survey Insights

We analyze proprietary survey data to uncover declining trends in consumer sentiment in China ahead of new US tariffs. We also present an update on consumer behavior and shopping trends.

Deep Dive | April 9, 2025 Premium

What You Need to Know About US Tariffs and Consumers’ and Retailers’ Reactions—April 2025 Update

What are the impacts of new US tariffs on the retail industry and the economy? How are consumers and retailers responding? Find out in our new report, which explores economic disruption, consumer sentiment and retail strategies, drawing on proprietary survey data and industry interviews.

Deep Dive | April 8, 2025 Databank Members

Consumer Sentiment Flatlines Ahead of Big Tariff Reveal; Plus, Mass Merchandisers and Wholesale Clubs in Focus: US Consumer Survey Insights

Dive into our survey-driven insights on mass merchandiser and warehouse club shopping in the US to uncover popular retailers and the most bought categories. Plus, we continue to track consumer sentiment, with new data this week revealing steady trends ahead of reciprocal tariffs being announced.

Deep Dive | April 3, 2025 Premium

4Q24 Earnings Season Wrap-Up: Widespread Positive Sales Growth Recorded This Quarter

We analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies mostly based in the US) in the fourth quarter of 2024, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes.

Deep Dive | April 2, 2025 Databank Members

Consumer Sentiment Stabilizes… for Now; Plus, Inflation Awareness Rises: US Consumer Survey Insights

What are US consumers’ perceptions of inflation, and how are they changing their spending habits as a result? We analyze new survey findings on consumers’ inflation-combating strategies when shopping for food and nonfood products. We also present an update on consumer sentiment.

Deep Dive | April 1, 2025 Databank Members

Seasonal Shopping, 2Q25—Expectations for Easter, Memorial Day, Mother’s Day, Father’s Day; Plus, Holiday 2025 Plans: US Consumer Survey Insights Extra

Will US consumers celebrate or spend on key events in the second quarter this year? This month’s US Consumer Survey Insights Extra—Seasonal Shopping report analyzes consumer expectations for Easter, Memorial Day, Mother’s Day and Father’s Day, as well as for the end-of-year holiday season.

Deep Dive | March 25, 2025 Databank Members

Consumer Sentiment Steadies; Plus, Off-Price and Dollar-Store Shopping in Focus: US Consumer Survey Insights

Dive into our survey-driven insights on off-price and dollar-store shopping in the US to uncover shopping rates, popular retailers and the most bought categories. Plus, we continue to track consumer sentiment, with new data this week revealing an end to the decline in financial expectations.

Deep Dive | March 11, 2025 Databank Members

Home and Home-Improvement Shopping in Focus; Financial Sentiment Turns Negative: US Consumer Survey Insights

Dive into our survey-driven insights on home and home-improvement shopping in the US to uncover shopping rates, popular retailers and the most bought categories. Plus, we continue to track consumer sentiment, with new data this week revealing a negative turn in consumers’ financial outlook.

Deep Dive | March 10, 2025 Databank Members

Financial Confidence Falls to New Low Following US Tariff Imposition: China Consumer Survey Insights

We analyze new, proprietary survey data on consumers’ expectations for their personal finances and the economy in China, against a backdrop of new US tariffs. We also present an update on consumer behavior and shopping trends.