Deep Dive | October 29, 2025 Databank Members High-Income Consumers’ Economic Optimism at Five-Month Low; Holiday Shopping Accelerates: US Consumer Survey InsightsWe review our latest data on US consumer sentiment and provide an in-depth analysis of consumers’ holiday shopping behavior. Read More
Insight Report | October 24, 2025 Premium Kering and L’Oréal Announce €4 Billion Strategic Partnership—Multibrand Luxury and Beauty Firms Playing To Their StrengthsKering and L’Oréal’s €4B luxury beauty partnership redefines the fashion–beauty–wellness landscape with new licenses, acquisitions, and a wellness JV. Read More
Market Navigators/Market Outlook | October 22, 2025 Premium US Beauty Retailing: Market Forecast and Competitive Landscape—From Rebound to Reinvention in 2026As part of our 2025 Market Navigator on beauty retailing in the US, we highlight key developments in market growth, category dynamics, retail channel shifts and consumer behavior we have seen in 2025, as well as our estimates for the market through 2029. Read More
Deep Dive | October 21, 2025 Databank Members Economic Optimism at Five-Month Low; Holiday Shopping Slows: US Consumer Survey InsightsWe review our latest data on US consumer sentiment. We also analyze consumers’ holiday shopping activities. Read More
Deep Dive | October 21, 2025 Premium Holiday 2025: The Last Mile—Tariff-Driven Early Buying To Ease Peak Season Shipping RushHoliday 2025 brings new last mile trends as retailers tackle surcharges, labor gaps and shifting demand to ensure on-time delivery. Read More
Insight Report | October 17, 2025 Premium Insights from China’s National Day Golden Week 2025: Resilience and Evolution in Consumer DemandUncover how shifting consumer behaviors during China’s Golden Week 2025 signal a new phase of domestic growth. Read More
Insight Report | October 17, 2025 Premium Singles’ Day 2025: Three Trends To Look For as AI Moves Center StagePreviewing Singles’ Day 2025: Read to discover three trends to look for as AI moves center stage. Read More
Insight Report | October 16, 2025 Premium Diwali’s Global Rise Is Reshaping the Retail Growth CycleIn our report on Diwali 2025, explore how India’s festive season is driving global retail growth, reshaping holiday cycles and influencing pricing strategy. Read More
Deep Dive | October 16, 2025 Premium Holiday 2025: US Consumer Survey and Retail Outlook—From Social to Smart: AI Becomes the New Driver of Holiday Discovery and ValueWhere, when and how will US consumers spend for holiday 2025? We analyze proprietary survey data to offer critical insights on the shape of demand and consumers’ shopping expectations for the holiday season. Read More
Deep Dive | October 14, 2025 Databank Members Higher-Income Sentiment Declines; Holiday Shopping Lull Before a Promotional Surge: US Consumer Survey InsightsHow is US consumer sentiment changing? We review our latest weekly data on financial and economic sentiment, plus we analyze consumers’ shopping for holiday 2025. Read More
Insight Report | October 10, 2025 Premium Flipkart Big Billion Days 2025: Wrap-Up—Sales-Tax Reforms, Quick Commerce and “Trust Shield” Shape GrowthWe present key insights from Flipkart’s Big Billion Days (BBD) 2025, which ran alongside major festive events in India. This wrap-up explores how GST reforms, rapid expansion in quick commerce and new post-purchase trust features helped Flipkart capture pent-up demand and set the tone for sustained momentum through Diwali and the holiday season. Read More
Deep Dive | October 9, 2025 Databank Members Seasonal Shopping, 4Q25—Early Spending Momentum Sets the Tone for the Holiday Season: US Consumer Survey Insights ExtraWill US consumers celebrate or spend on key events in the fourth quarter this year? This month’s US Consumer Survey Insights Extra—Seasonal Shopping report analyzes consumer expectations for Halloween, Amazon Prime Big Deal Days, Single’s Day and Black Friday, as well as looking back at how consumers celebrated Labor Day, back-to-school shopping and Amazon Prime Day in the third quarter. Read More
Company Profile | October 8, 2025 Premium Williams-Sonoma (NYSE: WSM) Company ProfileWilliams-Sonoma company profile with insights about growth strategies, headwinds and tailwinds, and financial metrics. Read More
Deep Dive | October 8, 2025 Databank Members Tariff Pessimism Cools; Inflationary Trade-Down Persists: US Consumer Survey Insights ExtraHow is US consumers’ shopping behavior changing amid new tariffs––we review our latest US consumer data on consumers’ perceptions of the impacts of tariffs and consumers’ inflation awareness and responses to inflation. Read More
Market Navigators/Market Outlook | October 8, 2025 Premium US Beauty Retailing: Themes, Concepts and Innovators—Personalization, Tech Integration and Wellness To Drive ChangeAs part of our 2025 Market Navigator on beauty retailing in the US, we explore the key trends and themes in the space, our blue-sky thinking and the retail innovators we are watching. Read More
