Deep Dive | May 14, 2025 Premium Earnings Insights 1Q25: E-Commerce Sees Solid Results as Amazon, Coupang, Zalando and More Report GrowthOur Earnings Insights report features highlights from recent management commentary from major retailers within our Coresight 100 coverage list as they report first-quarter 2025 earnings. Read More
Deep Dive | May 13, 2025 Premium From Prohibition to Participation: Measuring the Impact of Cannabis and Psychedelic Mushroom Legalization on Consumer SpendingCoresight Research analyzes the shifting regulatory and retail landscape surrounding cannabis and psychedelic mushrooms in the US, providing a data-driven snapshot of current legalization trends, consumer behavior and purchasing patterns. Read More
Insight Report | May 12, 2025 Premium How Will Tariffs Impact China’s Singles’ Day 2025? Six Months To Go—What Brands and Retailers Need to KnowChina’s Singles’ Day, the largest online shopping festival in the world, is just six months away. The economy is facing external challenges like tariffs, yet key sectors show underlying resilience. We discuss what brands and retailers need to know to prepare for the upcoming festival, covering the country’s macroeconomic context and leveraging proprietary survey analysis to explore consumer sentiment. Read More
Deep Dive | May 8, 2025 Premium Tariff Anxiety Hits the Supermarket: US Consumers Turn Cautious When Shopping for GroceriesWe explore the evolving landscape of US grocery retailing, shaped by economic pressures and evolving consumer priorities. Understand shifts in consumers’ food shopping behavior and discover AI (artificial intelligence)-powered strategies for grocery retailers to adapt and improve efficiency. Read More
Analyst Corner | April 27, 2025 Register for Free Access Analyst Corner: US Foodservice Growth Prospects To Improve, But Tariff Uncertainty Looms—Market Outlook with Sujeet NaikIn this week’s Analyst Corner, Sujeet Naik, Analyst, offers insights on US foodservice (also known as the “food-away-from-home” sector). Discover market growth prospects and understand the impacts of tariffs and inflation on consumer behavior and restaurant costs. Read More
Insight Report | April 17, 2025 Premium Inside India’s Flourishing Men’s Skincare Market—Masstige Growth, Celebrity Influence and Tech InnovationExplore the evolving men’s skincare market in India and examine the underlying factors fueling the category’s growth. We also cover how emerging brands are leveraging emerging technologies, science-backed formulations and personalized solutions to redefine skincare products. Read More
Market Outlook | April 16, 2025 Premium Market Outlook: US Foodservice—Growth To Improve Amid Value-Focused InitiativesIn this Market Outlook, we explore the size and trajectory of the US foodservice sector (also known as the food-away-from-home sector) and key factors impacting growth. We also detail the overall sector’s competitive landscape and present key themes we are watching in 2025 and beyond. Read More
Insight Report | April 16, 2025 Premium March 2025 US Retail Sales: Retail Sales Rebound Amid Tariff ConcernsIn March 2025, US retail sales (excluding gasoline and automobile sales) rebounded from February’s decline, despite concerns around tariffs. Using data from the US Census Bureau, we analyze US retail sales in February 2025, in total and by sector. Read More
Event Coverage | April 14, 2025 Premium Walmart Investment Community Meeting 2025: From Low-Margin Retailer to Diversified, Digital Profit Engine, But Tariffs Create UncertaintyWe present insights from Walmart’s Investment Community Meeting 2025, covering its digital businesses, Sam’s Club’s growth plans, and the impacts of tariffs. Read More
Insight Report | April 14, 2025 Premium Music Festivals: A Key Opportunity for Retail Brand EngagementWhat opportunities do music festivals present for brands and retailers, and what strategies can brands employ to engage with festivalgoers and drive spending? Dive into Coresight Research survey findings to understand festivalgoers’ 2025 plans, and uncover four key ways that retail companies can create immersive experiences that resonate with festival audiences. Read More
Deep Dive | April 9, 2025 Premium What You Need to Know About US Tariffs and Consumers’ and Retailers’ Reactions—April 2025 UpdateWhat are the impacts of new US tariffs on the retail industry and the economy? How are consumers and retailers responding? Find out in our new report, which explores economic disruption, consumer sentiment and retail strategies, drawing on proprietary survey data and industry interviews. Read More
Insight Report | April 8, 2025 Premium 4Q24 Retail Inventory Insights: Retailers Maintain Lean Inventories as Overall Inventory Ratio Remains UnchangedOur quarterly US Retail Inventory Insights series analyzes inventory trends in US retail. In this report, dive into trends by sector and inventory turnover ratios among major US retailers in the fourth quarter of 2024. Read More
Deep Dive | April 3, 2025 Premium 4Q24 Earnings Season Wrap-Up: Widespread Positive Sales Growth Recorded This QuarterWe analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies mostly based in the US) in the fourth quarter of 2024, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes. Read More
Insight Report | April 1, 2025 Premium Dollar Tree To Divest Family Dollar: Here’s What It Means—Consumer + Real Estate Data AnalysisWe offer our take on the sale of the Family Dollar business by Dollar Tree, Inc., which was announced on March 26, 2025. Discover the key factors in Dollar Tree’s integration struggles with Family Dollar and what the acquisition agreement means for Dollar Tree, Family Dollar and other retailers. Read More
Analyst Corner | March 23, 2025 Register for Free Access Analyst Corner: What’s Happening in Beauty Retail?—Analyzing Mixed Performance and Success Strategies with Madhav PitaliyaIn this week’s Analyst Corner, Madhav Pitaliya, Analyst, spotlights the US beauty market, diving into key trends across major players’ latest earnings results. From AI (artificial intelligence) to personalization, discover the strategies that beauty companies are implementing to get ahead amid shifts in consumer behavior and the impacts of tariffs. Read More
