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 | July 2, 2025 Databank Members

Positivity About Personal Finances Continues; Walmart Leads Mass Merchandisers and Warehouse Clubs: 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 greater divergence between financial and economic expectations.

Deep Dive | July 1, 2025 Premium

US Back to School 2025, Part 1: Early Shopping, Tariff Worries and Strategic Choices Shape BTS 2025

We kick off our US Back to School 2025 series of reports by diving into proprietary survey findings on US consumers’ spending expectations for the BTS (back-to-school) season. How much will BTS shoppers spend, and what impacts will tariffs and global supply chain disruption have?

Deep Dive | June 25, 2025 Databank Members

Financial Confidence Reaches Five-Month High; TJX Dominates Off-Price Retail; Dollar Tree Leads Dollar Stores: 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 improving financial confidence.

Deep Dive | June 23, 2025 Premium

Transforming Beauty Retail: AI Across the Value Chain, from Innovation to Personalization

AI (artificial intelligence) is transforming the beauty industry, reshaping product innovation, manufacturing, marketing strategies and loyalty building. We delineate the “B.E.A.U.T.Y.” of AI’s value and use cases in the beauty market, from building new products to providing better consumer experiences. Discover the technology’s key benefits, spanning personalization, cost efficiency and sustainability.

Deep Dive | June 19, 2025 Premium

Navigating TikTok’s Uncertainty: Analyzing Challenges and Emerging User Migration Trends

What would a TikTok ban mean for the social media landscape in the US? We analyze proprietary US consumer survey findings to discuss the implications of TikTok’s uncertainty for other social media platforms as well as brands and advertisers.

Deep Dive | June 18, 2025 Premium

Earnings Insights 1Q25: Wrap-Up—Growth Outpaces Declines Across Most Sectors

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

Deep Dive | June 18, 2025 Databank Members

Financial Confidence Improves but Tariffs and Inflation Impact Shopping Behavior: US Consumer Survey Insights

What are US consumers’ perceptions of tariffs and inflation, and how are they changing their shopping behavior as a result? We provide the answers through analysis of proprietary survey findings, and present an update on consumer sentiment, including improving financial confidence.

Deep Dive | June 17, 2025 Free Report

The State of In-Store Retailing 2025: The Dawn of New-Age Stores, Powered by Technology

Store intelligence technologies offer transformative potential to optimize brick-and-mortar retail operations. Dive into our survey-driven insights on how to tackle inefficiencies and protect margins. This is our second annual study diving into the state of in-store retailing, offering year-over-year data comparisons. This report is produced and made available to non-subscribers of Coresight Research in partnership with Simbe.

Deep Dive | June 11, 2025 Premium

US Retail and Consumer Outlook: June 2025

We consider the US macroeconomic outlook for 2025 as of the start of June 2025, including metrics that directly impact the consumer economy and in the context of the myriad of recent tariffs announcements made by the US government.

Deep Dive | June 11, 2025 Databank Members

Consumer Sentiment Shows Signs of Improvement Amid Temporary Tariff Reduction: China Consumer Survey Insights

We analyze proprietary survey data to uncover consumer sentiment, behavior and shopping trends in China. This report reveals a rebound in economic and financial optimism following the US government’s announcement of a temporary reduction in tariffs.

Deep Dive | June 10, 2025 Databank Members

High-Income Consumers’ Financial Sentiment Reaches New Peak; Facebook Slumps in Social Commerce: US Consumer Survey Insights

We analyze new survey findings on consumers’ economic and financial outlooks, in total and by income group. Plus, we spotlight social commerce, revealing which social media platforms are popular for shopping and which product categories are bought at the highest rates.

Deep Dive | June 4, 2025 Databank Members

Economic Sentiment Climbs; Walmart Overtakes Lowe’s in Home-Improvement Sector: US Consumer Survey Insights

Which retailers are popular among US home and home-improvement shoppers, and what are these shoppers buying? Dive into our sector-focused insights and discover how overall consumer sentiment is tracking with our new survey findings.

Deep Dive | June 3, 2025 Free Report

The Agentic AI Playbook: How to Redefine Retail with Intelligent Autonomy

Agentic AI (artificial intelligence) offers new, unparalleled capabilities for enterprises to transform their operations. Why should your organization be an early adopter of agentic AI, and what must you consider to deploy the technology successfully? Leveraging the Coresight Research STORE Framework for driving innovation in retail, this Playbook provides a comprehensive guide to implementing and seizing the benefits of agentic AI. This report is made available to non-subscribers of Coresight Research through its sponsorship by Amazon Web Services (AWS).

Deep Dive | June 2, 2025 Premium

US Online Grocery Survey 2025: Full-Basket Orders Increase as Delivery Retains Its Dominance

In our eighth annual US online grocery survey, we delve into the purchasing patterns of online grocery shoppers, including their product choices, preferred retailers and fulfillment preferences.

Deep Dive | May 28, 2025 Databank Members

High-Income Consumers Drive Uptick in Financial Optimism; Inflation Awareness Down Versus Early 2025: 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.