Insight Report | April 16, 2025 Premium US Tariffs: Divergence Between Consumer and Business Sentiment and What It Means for RetailAs global trade tensions escalate and tariff policies evolve, we analyze how US consumer expectations compare to business confidence. Dive into the latest data, including proprietary survey findings, to unpack a divergence in key sentiment metrics and understand what this mean for retail. Read More
Deep Dive | April 16, 2025 Premium Consumer Sentiment—The Big Surprise in a Week of Shocks; Plus, Apparel Shopping in Focus: US Consumer Survey InsightsHow did the April 2, 2025, announcement of reciprocal tariffs impact US consumer sentiment? Our latest weekly survey reveals surprising findings. Understand the consumer mindset with our comprehensive data on financial and economic expectations. Also this week, we dive into apparel and footwear shopping trends, uncovering popular retailers, brands and products. 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 11, 2025 Premium US Tariffs: Three Actions for Risk Mitigation and Long-Term PositioningWe expect rising tariffs to reshape the global retail landscape, forcing retailers and brand owners to rethink their supply chains and competitive strategies. Amid this context, Coresight Research provides a three-step action plan to help industry players safeguard margins, preserve agility and seize strategic advantage. Read More
Event Presentation | April 11, 2025 Premium The State of US Consumer Sentiment: Insights Presented at NARG Spring Meeting 2025What is the state of US consumer sentiment, and how are consumers’ economic expectations and spending being impacted by tariffs and stock market volatility? Read our presentation from the NARG 2025 Spring Meeting. Read More
Event Presentation | April 11, 2025 Premium Freeze, Flight or Fight? How Retailers Can Strategically Navigate Tariff TurmoilNavigate tariffs with our expert insights, presented in a webinar by our Advisory Services team. Discover what to watch, what to avoid, and what strategies your business should implement now to protect performance in 2025 and beyond. Freeze, flight or fight? Now is the time to decide. Read More
Infographic | April 11, 2025 Premium Weekly US Consumer Sentiment, Flash Preview: The Big Surprise in a Week of Shocks—InfographicHow did the April 2, 2025, reciprocal tariffs impact US consumer sentiment? Preview surprising proprietary survey findings in this infographic. Read More
Insight Report | April 9, 2025 Register for Free Access Breathing Space for US Retailers and Brands: US Tariffs Paused for 90 Days But Hiked Further for ChinaUS President Trump has announced a 90-day pause on reciprocal tariffs for countries excluding China—introducing a lower 10% rate in the interim—while simultaneously escalating tariffs on Chinese imports to a staggering 125%. In this report, we unpack the implications of the latest tariff restructuring, offering insights for brands and retailers looking to navigate the increasingly volatile trade environment. 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 4, 2025 Premium US Tariffs: Who Wins, Who Loses and What It Means for the EconomyRising trade barriers and tariffs—including the announced reciprocal tariffs by the US on April 2, 2025—are fundamentally reshaping global supply chains and corporate strategies. In this report, we examine the industries poised to benefit or suffer in a high-tariff environment. Read More
Infographic | April 4, 2025 Premium Tariffs + Consumer Sentiment: A Timeline, 2025In this infographic, we present a timeline of tariff-related developments by the US and other nations. We also offer highlights from our proprietary survey findings on US consumers’ sentiment and their perceptions of the impacts of tariffs. Read More
Infographic | April 4, 2025 Free Report Three Data Points We’re Watching This Week, Week 14: What US Consumers Think About TariffsDiscover key data points we are watching in week 14 of 2025. This week, which saw the US announce reciprocal tariffs, we spotlight proprietary survey findings on what US consumers think about tariffs, including their greatest concerns and perceptions of benefits. Read More
Insight Report | April 3, 2025 Free Report Mapping the US’s Reciprocal Import Tariffs: Which Nations Are Affected?We provide the full list of reciprocal tariffs announced by the US on April 2, 2025, and chart the import rates of affected nations by continent. Read More
Insight Report | March 5, 2025 Premium US Tariffs on Canada and Mexico: What US Consumers ThinkNew US tariffs on imports from Canada, Mexico and China will impact multiple retail categories, with implications for consumers. We summarize category-level exposure to these countries, and present new, proprietary US consumer survey findings on perceptions of tariffs. Read More
Event Presentation | March 4, 2025 Data and Tech for Development—Tapping into the Consumer’s Head: Insights Presented at Retail Property Symposium 2025Dive into actionable intelligence on the state of the retail market and consumer economy, and the technologies that retail real estate companies can leverage to get ahead. This presentation, delivered at the Retail Property Symposium 2025, also touches on tariffs, unified commerce, AI (artificial intelligence), the growth of Shein and Temu, the Ozempic economy, and much more! Read More
