Anand Kumar, Associate Director of Retail Research

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.

Market Navigators/Market Outlook | April 16, 2025 Premium

Market Outlook: US Foodservice—Growth To Improve Amid Value-Focused Initiatives

In 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.

Insight Report | April 16, 2025 Premium

March 2025 US Retail Sales: Retail Sales Rebound Amid Tariff Concerns

In 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.

Event Coverage | April 14, 2025 Premium

Walmart Investment Community Meeting 2025: From Low-Margin Retailer to Diversified, Digital Profit Engine, But Tariffs Create Uncertainty

We present insights from Walmart’s Investment Community Meeting 2025, covering its digital businesses, Sam’s Club’s growth plans, and the impacts of tariffs.

Insight Report | April 14, 2025 Premium

Music Festivals: A Key Opportunity for Retail Brand Engagement

What 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.

Deep Dive | April 9, 2025 Premium

What You Need to Know About US Tariffs and Consumers’ and Retailers’ Reactions—April 2025 Update

What 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.

Insight Report | April 8, 2025 Premium

4Q24 Retail Inventory Insights: Retailers Maintain Lean Inventories as Overall Inventory Ratio Remains Unchanged

Our 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.

Deep Dive | April 3, 2025 Premium

4Q24 Earnings Season Wrap-Up: Widespread Positive Sales Growth Recorded This Quarter

We 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.

Insight Report | April 1, 2025 Premium

Dollar Tree To Divest Family Dollar: Here’s What It Means—Consumer + Real Estate Data Analysis

We 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.

Analyst Corner | March 23, 2025

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Analyst Corner: What’s Happening in Beauty Retail?—Analyzing Mixed Performance and Success Strategies with Madhav Pitaliya

In 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.

Market Navigators/Market Outlook | March 19, 2025 Premium

Market Outlook: US Convenience Store Retailing—Charting New Paths Through Structural Headwinds

In this Market Outlook, we explore the size and trajectory of the US convenience store 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.

Insight Report | March 19, 2025 Premium

Earnings Insights 4Q24, Week 7: Costco, Inditex and Puma Lead with Solid Fourth-Quarter Growth

Our weekly Earnings Insights reports feature highlights from recent management commentary from major retailers within our Coresight 100 coverage list as they report fourth-quarter 2024 earnings. This week, discover highlights from major companies that reported in the week ended March 16, 2025, including Costco, Gap Inc., Inditex, Kohl’s, Puma, Ulta Beauty and more.

Insight Report | March 17, 2025 Premium

February 2025 US Retail Sales: First Year-Over-Year Drop Since the Pandemic—Electronics and Department Stores Lead Declines

In February 2025, US retail sales (excluding gasoline and automobile sales) declined year over year, marking the first decline since April 2020. Using data from the US Census Bureau, we look at total growth trends and performance by sector.

Analyst Corner | March 16, 2025

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Analyst Corner—US Convenience Store Retailing: Battling Headwinds and Seeking New Opportunities, with Sujeet Naik

In this week’s Analyst Corner, Sujeet Naik, Analyst, offers selected insights from our upcoming Market Navigator on US convenience store retailing, discussing the key factors set to impact sector sales in 2025.

Insight Report | March 14, 2025 Premium

India’s Maha Kumbh Mela 2025: How Convenience, Technology and Sustainability Powered a Multibillion-Dollar Festival

Festivals provide huge retail opportunity. Dive into how convenience, technology and sustainability powered the multibillion-dollar Maha Kumbh Mela 2025 in India, and discover learnings for retail companies to capitalize on large-scale events moving forward.

Insight Report | March 12, 2025 Premium

Earnings Insights 4Q24, Week 6: Sales Decline for Kroger, Macy’s, Ross Stores and Other Retailers

Our weekly Earnings Insights reports feature highlights from recent management commentary from major retailers within our Coresight 100 coverage list as they report fourth-quarter 2024 earnings. This week, discover highlights from major companies that reported in the week ended March 9, 2025, including Adidas, Best Buy, Kroger, Macy’s, Prada, Ross Stores and Target.