Insight Report | April 29, 2026 Premium US Retail Sales Outlook: Robust Growth Amid an Outlook Score Signaling Elevated StressThe US Retail Sales Outlook series from Coresight Research includes proprietary, ML-driven retail sales projections and analysis of the macroeconomic context for retailing. Read More
Deep Dive | April 28, 2026 Databank Members Financial Sentiment Falls to Record Low, Driven by Sharp Declines Across Income Groups: US Consumer Survey InsightsHow are US consumers’ sentiment and spending behavior changing amid the Middle East conflict and rising gasoline prices? We review our latest US consumer data on consumer sentiment and spending cutbacks across categories. Read More
Insight Report | April 27, 2026 Premium March 2026 US Retail Sales: Inflation and High Prices Drive E-Commerce and Gasoline GrowthGain key insights into the latest US retail sales trends for March 2026. This report offers a detailed analysis of US retail sales performance in March 2026, breaking down key trends by sector and providing insights into inflation trends affecting the market. Read More
Insight Report | April 21, 2026 Premium Energy Shock: As Gasoline Prices Decline, When Will Peak CPI Hit?US gasoline prices are currently heading downward as oil prices are rolling off their peak. However, broader inflation lags energy shocks. We assess when the CPI peak may occur and which retail seasons that would impact. Read More
Deep Dive | April 21, 2026 Databank Members Sentiment Improves Slightly; Tariff Pessimism Eases; Inflation Awareness Highly Salient: US Consumer Survey InsightsHow are US consumers’ sentiment and shopping behavior changing amid Middle-East conflict, inflation and tariffs? We review our latest US consumer data on consumer sentiment, consumers’ perceptions of the impacts of tariffs and consumers’ inflation awareness and responses to inflation. Read More
Deep Dive | April 20, 2026 Databank Members Consumer Sentiment Softens in March as Oil Shock Pressures Build: China Consumer Survey InsightsWe analyze proprietary survey data to track consumer sentiment and financial sentiments in China. This report shows steady optimism in March 2026. Read More
Insight Report | April 16, 2026 Premium April 2026 US Retail Sales Outlook: Consumer Confidence Hits a 27-Month Low Amid Surging Gasoline PricesThe US Retail Sales Outlook series from Coresight Research includes proprietary, ML-driven retail sales projections and analysis of the macroeconomic context for retailing. Read More
Deep Dive | April 14, 2026 Databank Members Consumers Pull Back—Sentiment Sinks as Gas Prices Crowd Out Services: US Consumer Survey InsightsHow are US consumers’ sentiment and spending behavior changing amid the Middle East conflict and rising gasoline prices? We review our latest US consumer data on consumer sentiment and spending cutbacks across categories. Read More
Infographic | April 14, 2026 Premium Quantifying Tariff Impacts: What Retail Companies Reported in 4Q25—Data GraphicRetail tariff impact across major retailers in 4Q25 highlights margin pressure, pricing actions and sourcing shifts shaping retailer strategy into FY26. Read More
Insight Report | April 10, 2026 Premium Chinese New Year 2026 Review: A Shift Toward Extended, Segmented and Experience-Driven ConsumptionChinese New Year 2026 signals a shift in retail consumption, with extended holiday periods, evolving travel patterns, and a focus on technology, health, and experience-driven spending. Retailers must adapt to these multi-stage consumption behaviors and leverage emerging trends to engage consumers throughout the entire holiday period. Read More
Deep Dive | April 7, 2026 Databank Members Seasonal Shopping, 2Q26—Expectations for Memorial Day, Mother’s Day, Father’s Day; Plus, Holiday 2026 Plans: US Consumer Survey Insights ExtraWill 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 Memorial Day, Mother’s Day and Father’s Day, as well as for the end-of-year holiday season. Read More
Deep Dive | April 7, 2026 Databank Members Consumer Sentiment Hits New Low; Many Consumers Cut Back on Eating Out Amid High Gas Prices: US Consumer Survey InsightsHow are US consumers’ sentiment and spending behavior changing amid the Middle East conflict and rising gasoline prices? We review our latest US consumer data on consumer sentiment and spending cutbacks across categories. Read More
Deep Dive | April 6, 2026 Premium The Middle East Energy Shock and the US Consumer: Lessons from 2022—Sustained Impacts Risk Trickle-Up EffectExplore the potential impact of the Iran-driven energy shock on US consumer behavior, drawing insights from the 2022 Russia-Ukraine conflict-induced oil price hike. Read More
Insight Report | April 6, 2026 Premium February 2026 US Retail Sales: Weaker Core Performance and Divergent Sector TrendsGain key insights into the latest US retail sales trends for February 2026. This report offers a detailed analysis of US retail sales performance in February 2026, breaking down key trends by sector and providing insights into inflation trends affecting the market. Read More
Analyst Corner | April 5, 2026 Register for Free Access Analyst Corner: Middle East Energy Shock—Retail Faces a Deteriorating Context, with John MercerIn this Analyst Corner, we discuss updated data points on the impact of the Middle East energy shock, and the implications for US retail. Read More