Insight Report | December 11, 2025 Premium Earnings Insights 3Q25: Strong Growth at Ulta, Improvement at Macy’s and Solid Demand at Dollar StoresEarnings Insights 3Q25: Ulta, Discounters and Specialty Apparel Drive Sector Strength as Broadline Retail Remains Mixed. Read More
Market Navigators/Market Outlook | December 9, 2025 Premium US Drugstore and Pharmacy Retailing: Market Forecast and Competitive Landscape—The Pharmacy ShakeoutThe US drugstores and pharmacies market is resetting in 2025, with holding the market share and being relevant becoming the key competitive challenge in the market. Read More
Market Navigators/Market Outlook | December 8, 2025 Premium US Drugstore and Pharmacy Retailing: Themes, Concepts and Innovators—Rightsizing for Relevance; Smaller Footprints for a Bigger ImpactWe explore the key trends and themes we are watching in the drugstore space, such as consolidation, Walgreens’ privatization, the closure of Rite Aid and private label growth. We also showcase our blue-sky thinking for the sector and the retail innovators we are watching. Read More
Deep Dive | December 3, 2025 Premium Holiday 2025 Survey Insights: Shopping Ramps Up Ahead of Black FridayWe review our latest data and provide an in-depth analysis of consumers’ holiday shopping behavior. Read More
Deep Dive | December 3, 2025 Databank Members Financial Sentiment Recovers; Tariff Pessimism Improves; Inflationary Trade-Down Persists: US Consumer Survey InsightsHow are US consumers’ sentiment and shopping behavior changing amid new tariffs? We review our latest US consumer data on consumer sentiment, impact of Federal Government Shutdown, consumers’ perceptions of the impacts of tariffs and consumers’ inflation awareness and responses to inflation. Read More
Deep Dive | December 1, 2025 Premium China Singles’ Day 2025 Insights: Participation Rises but Spending Becomes More Selective Amid Tariffs, Value-Seeking and Platform ShiftsWe analyze proprietary survey data to track participation, spending, and platform behavior during Singles’ Day in China. This report shows rising participation in 2025, but with increasingly selective and value-driven consumer behavior shaped by tariffs, AI, and instant commerce. Read More
Infographic | November 26, 2025 Premium Holiday Bites: GLP-1 Disruption with Smaller Baskets, Smaller Sizes—and a Leaner Thanksgiving?—Data GraphicDiscover proprietary survey data on US consumers’ expectations and behavior during the holiday season. In this graphic, we spotlight GLP-1, presenting consumers’ change in shopping behavior. Read More
Insight Report | November 26, 2025 Premium September 2025 US Retail Sales: Delayed Government Data Show Strong Retail Growth in SeptemberIn September 2025, US retail sales (excluding gasoline and automobile sales) increased by 5%, an acceleration from the previous month. Using data from the US Census Bureau, we analyze US retail sales in September 2025, in total and by sector. Read More
Deep Dive | November 26, 2025 Databank Members Financial Pessimism Deepens Amid Post-Shutdown Adjustment: US Consumer Survey InsightsHow are US consumers’ sentiment and shopping behavior changing amid new tariffs? We review our latest US consumer data on consumer sentiment and impact of Federal Government Shutdown. Read More
Deep Dive | November 25, 2025 Premium Holiday 2025 Survey Insights: Holiday Shopping Jumps As Shutdown Impact FadesWe review our latest data and provide an in-depth analysis of consumers’ holiday shopping behavior. Read More
Deep Dive | November 24, 2025 Premium US Department Stores—Real Estate Insights: The Strategic Real Estate Reset from Flagships to FootprintDiscover how US department stores are evolving their store estates in this Real Estate Insights report. Read More
Analyst Corner | November 23, 2025 Register for Free Access Analyst Corner: Five CPG Sector Insights from This Quarter’s Earnings, with Madhav PitaliyaThe report highlights how CPG are shifting from price-driven to volume-supported growth, focusing on health and wellness trends, AI integration, and operational efficiency amidst a cautious near-term outlook. Read More
Deep Dive | November 19, 2025 Premium Consumer Sentiment Stabilizes Following Trade Talks and Rate Cut: US Consumer Survey InsightsHow are US consumers’ sentiment and shopping behavior changing amid new tariffs? We review our latest US consumer data on consumer sentiment and impact of Federal Government Shutdown. Read More
Deep Dive | November 19, 2025 Premium Holiday 2025 Survey Insights: Government Shutdown Impacts One-Third of Holiday ShoppersWe review our latest data and provide an in-depth analysis of consumers’ holiday shopping behavior. Read More
Deep Dive | November 19, 2025 Premium Five Ways AI Is Being Used in Beauty Retailing (Plus One Bonus)—and What’s NextAs part of our Five Ways AI Is Being Used… series, this report explores how AI is transforming product innovation, personalization and supply chains in beauty retail—reshaping how brands create, market and sell to consumers. Read More