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 | September 17, 2025 Premium

Earnings Insights 2Q25: Wrap-Up—Most Companies See Sales Improvement Despite Tariff Concerns

We analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies mostly based in the US) in the second quarter of 2025, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes.

Deep Dive | September 16, 2025 Databank Members

Lower-Income Sentiment Continues to Weaken; Plus, Off-Price and Dollar Stores in Focus: US Consumer Survey Insights

How is US consumers’ sentiment changing amid new tariffs? We review our latest US consumer data on consumer sentiment. This week, we also analyze consumer shopping behavior at off-price and dollar stores.

Deep Dive | September 15, 2025 Databank Members

Consumer Sentiment Climbs from July Trough, as Tariff Truce Extended: China Consumer Survey Insights

As new US-China tariffs are paused again, our unique weekly surveys find consumer sentiment improving in China. Discover what this stability means for economic growth in 2025.

Deep Dive | September 10, 2025 Databank Members

Who Shops Where? 2025 Shopper Demographics: US Consumer Survey Insights Extra

We examine who shops at different major US retailers for food and nonfood, as well as offering a closer look at shopper demographics for apparel, footwear and beauty retailers. This US Consumer Survey Insights Extra report takes a deep dive into our weekly survey data by building shopper profiles.

Deep Dive | September 10, 2025 Databank Members

Sentiment Dives, Tariff Pessimism Deepens, Reactive Shopping Entrenches: US Consumer Survey Insights

How is US consumers’ sentiment changing amid new tariffs? We review three themes from our latest US consumer data: consumer sentiment, tariffs and inflation.

Deep Dive | September 8, 2025 Premium

The Intelligent Inventory Playbook: How to Approach Inventory Excellence

This Playbook describes tools for strategy, technology, operations, risks, resilience and ethics that retailers can use for intelligent inventory.

Deep Dive | September 3, 2025 Premium

The Beauty Conversion Architecture: From Discovery to Purchase—Powering Beauty Companies’ Growth in 2025 and Beyond

Explore the US beauty market in 2025: AI, creator commerce, fragrance and affordable prestige drive growth. Discover key insights in our latest research report.

Deep Dive | September 2, 2025 Databank Members

The Sentiment Split: Optimism at the Top, Strain at the Bottom; Plus, Social Commerce Shopping in Focus—US Consumer Survey Insights

US consumers’ sentiment is changing amid new tariffs reinstatement. We review two themes from our latest US consumer data: consumer sentiment and social commerce shopping behavior.

Deep Dive | August 26, 2025 Databank Members

High-Income Consumers’ Sentiment Soars Ahead; Plus, Home and Home-Improvement Shopping in Focus: US Consumer Survey Insights

How US consumers’ sentiment is changing amid new tariffs reinstatement? We review two themes from our latest US consumer data: consumer sentiment and home and home-improvement shopping behavior.

Deep Dive | August 26, 2025 Premium

Retail-Tech Landscape: Supply Chain Technology

The report discusses how supply chain technology and AI are transforming retail logistics, sourcing and inventory planning amid uncertainty driven by factors, such as tariffs and global economic slowdown.

Deep Dive | August 19, 2025 Databank Members

Sentiment Declines After Weeks of Gains; Plus, Beauty Shopping in Focus: US Consumer Survey Insights

How is US consumers’ sentiment changing amid new tariffs? We review two themes from our latest US consumer data: consumer sentiment and beauty shopping behavior.

Deep Dive | August 19, 2025 Premium

Global Luxury—Real Estate Insights: Brands Move from Tenants to Landlords, with Innovative, Experience-Rich Flagships

Discover luxury brand owners’ approaches to retail real estate. Understand why luxury companies are taking greater ownership of their real estate—and which consumer groups the next generation of flagship stores is designed to serve.

Deep Dive | August 18, 2025 Premium

US Apparel & Footwear Retailing—Themes, Concepts and Innovators: AI, Value, GLP-1 and More To Drive Apparel Transformation

The US apparel and footwear market is resetting in 2025, with adaptability becoming a key competitive advantage over scale. The retailers poised to lead the market are those making bold moves now. Ahead of our 2025 Market Navigator on apparel and footwear retailing in the US, we explore the key trends and themes in the space, our blue-sky thinking and the retail innovators we are watching.

Deep Dive | August 13, 2025 Databank Members

Sentiment Holds Steady As August Tariffs Deadline Looms: China Consumer Survey Insights

We analyze proprietary survey data to track consumer sentiment and financial sentiments in China. This report shows stable optimism in July 2025, ahead of new August tariffs.

Deep Dive | August 12, 2025 Databank Members

Sentiment, Tariffs and Inflation—How Is the US Shopper Reacting? US Consumer Survey Insights

What are US consumers’ perceptions of tariffs and inflation, and how are they changing their spending habits as a result? We review three themes from our latest US consumer data: consumer sentiment; the expected impact of tariffs; and perceptions of, and responses to, inflation.