Deep Dive | October 7, 2025 Databank Members Higher-Income Sentiment Improves; Holiday Shopping Is Firmly Under Way: US Consumer Survey InsightsHow is US consumers’ sentiment changing amid new tariffs––we review our latest US consumer data on consumer sentiment. Also, we analyze early holiday 2025 shopping trends. Read More
Deep Dive | October 6, 2025 Premium Playbook: GenAI To Reinvent Supply ChainsReinvent retail supply chains with generative AI—explore strategies, technologies, risks, and ethics shaping the future of GenAI in supply chain. Read More
Deep Dive | September 30, 2025 Databank Members Economic Sentiment Remains Under Pressure; Plus, Apparel Shopping in Focus: US Consumer Survey InsightsHow is US consumer sentiment changing? We review our latest US consumer data. We also analyze consumer shopping behavior at apparel retailers and brand owners. Read More
Deep Dive | September 23, 2025 Databank Members Sentiment Hits Four-Month Low as Higher-Income Confidence Weakens; Plus, Mass Merchandisers and Warehouse Clubs in Focus: US Consumer Survey InsightsHow is US consumer sentiment changing amid new tariffs? Ww review our latest weekly US consumer data on financial and economic sentiment. We also analyze consumer shopping behavior at mass merchandisers and warehouse clubs. Read More
Deep Dive | September 17, 2025 Premium Earnings Insights 2Q25: Wrap-Up—Most Companies See Sales Improvement Despite Tariff ConcernsWe 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. Read More
Deep Dive | September 16, 2025 Databank Members Lower-Income Sentiment Continues to Weaken; Plus, Off-Price and Dollar Stores in Focus: US Consumer Survey InsightsHow 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. Read More
Deep Dive | September 15, 2025 Databank Members Consumer Sentiment Climbs from July Trough, as Tariff Truce Extended: China Consumer Survey InsightsAs 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. Read More
Deep Dive | September 10, 2025 Databank Members Who Shops Where? 2025 Shopper Demographics: US Consumer Survey Insights ExtraWe 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. Read More
Deep Dive | September 10, 2025 Databank Members Sentiment Dives, Tariff Pessimism Deepens, Reactive Shopping Entrenches: US Consumer Survey InsightsHow is US consumers’ sentiment changing amid new tariffs? We review three themes from our latest US consumer data: consumer sentiment, tariffs and inflation. Read More
Deep Dive | September 8, 2025 Premium The Intelligent Inventory Playbook: How to Approach Inventory ExcellenceThis Playbook describes tools for strategy, technology, operations, risks, resilience and ethics that retailers can use for intelligent inventory. Read More
Deep Dive | September 3, 2025 Premium The Beauty Conversion Architecture: From Discovery to Purchase—Powering Beauty Companies’ Growth in 2025 and BeyondExplore the US beauty market in 2025: AI, creator commerce, fragrance and affordable prestige drive growth. Discover key insights in our latest research report. Read More
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 InsightsUS 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. Read More
Deep Dive | August 26, 2025 Databank Members High-Income Consumers’ Sentiment Soars Ahead; Plus, Home and Home-Improvement Shopping in Focus: US Consumer Survey InsightsHow 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. Read More
Deep Dive | August 26, 2025 Premium Retail-Tech Landscape: Supply Chain TechnologyThe 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. Read More
Deep Dive | August 19, 2025 Databank Members Sentiment Declines After Weeks of Gains; Plus, Beauty Shopping in Focus: US Consumer Survey InsightsHow is US consumers’ sentiment changing amid new tariffs? We review two themes from our latest US consumer data: consumer sentiment and beauty shopping behavior. Read More