Analyst Corner | August 24, 2025 Register for Free Access Analyst Corner: Why India Retail is Primed for a Blockbuster Festive-Sale Season, with Manik BhatiaIn this week’s Analyst Corner, Manik Bhatia, Head of Custom Research, discusses key reasons why India is primed for a particularly blockbuster festive-sale season in 2025. Read More
Analyst Corner | August 17, 2025 Register for Free Access Analyst Corner: What Happened with US and China Consumer Sentiment on the Eve of Expected Tariffs? with John MercerIn this week’s Analyst Corner, John Mercer, Head of Global Research and Managing Director of Data-Driven Research, discusses consumer sentiment trends we are seeing in China and the US, based on data from our proprietary weekly surveys, including the factors that likely supported consumer confidence in China and the US ahead of expected new tariffs. Read More
Analyst Corner | August 10, 2025 Register for Free Access Analyst Corner: Wayfair Turns a Profit for the First Time in Four Years—Four Drivers of Its Performance, with Madhav PitaliyaIn this week’s Analyst Corner, Madhav Pitaliya, Analyst, discusses the key drivers and trends that drove the recent performance of online home-goods retailer Wayfair, in which it turned a quarterly profit for the first time in four years. Read More
Analyst Corner | August 3, 2025 Register for Free Access Analyst Corner: The Shifting “Friction Gap” Between Stores and E-Commerce Is Benefitting Digital Channels, with John MercerIn this week’s Analyst Corner, John Mercer, Head of Global Research and Managing Director of Data-Driven Research, discusses the “push and pull” effect we are witnessing, whereby digital channels are adding greater convenience as physical stores lose some of their competitive edge around convenience, service and immediacy. Read More
Analyst Corner | July 27, 2025 Register for Free Access Analyst Corner: The Labubu Craze—Revealing How Gens Z and Alpha Are Redefining Retail, with Charlie PoonIn this week’s Analyst Corner, Charlie Poon, Analyst, discusses the ways in which Labubu, a palm-sized toy, has become the current “it item” globally, and what its popularity with younger generations reveals about the current retail landscape. Read More
Analyst Corner | July 20, 2025 Register for Free Access Analyst Corner: US Grocery Real Estate—The Great Divide in 2025, with Sujeet NaikIn this week’s Analyst Corner, Sujeet Naik, Analyst, discusses the US grocery real estate market, which is becoming increasingly polarized—while value-focused and specialty grocers are seeing footprint growth, traditional grocers are witnessing stagnating or contracting store footprints. Read More
Analyst Corner | July 13, 2025 Register for Free Access Analyst Corner: Agentic AI Will Change Shopping and Selling, with John HarmonIn this week’s Analyst Corner, John Harmon, Managing Director of Technology Research, discusses how agentic AI will change how we shop, and how retailers will need to respond. Read More
Analyst Corner | July 6, 2025 Register for Free Access Analyst Corner: Holiday Spirit, Bigger Budgets: US Consumers’ Plans for the Fourth of July, Labor Day and the Holiday Season, with Aditya KaushikIn this week’s Analyst Corner, Aditya Kaushik, Analyst, discusses new Coresight Research survey data that point to positive US consumer spending expectations versus last year for the Fourth of July, Labor Day and the end-of-year holiday season. Read More
Analyst Corner | June 29, 2025 Register for Free Access Analyst Corner: Five Back-to-School Shopping Trends to Watch, with Madhav PitaliyaIn this week’s Analyst Corner, Madhav Pitaliya, Analyst, discusses the back-to-school (BTS) shopping trends we are watching in 2025, drawing on findings from a proprietary survey of parents in the US. Read More
Analyst Corner | June 22, 2025 Register for Free Access Analyst Corner: Three Consumer-Focused Predictions for US Retail for the Second Half of 2025, with Anand KumarIn this week’s Analyst Corner, Anand Kumar, Managing Director of Retail Research, presents three consumer-focused predictions that will define retail’s trajectory in the second half of 2025, from stagflation to private-label expansion. Read More
Analyst Corner | June 15, 2025 Register for Free Access Analyst Corner: Exploring IKEA’s City Stores Worldwide, with John MercerIn this week’s Analyst Corner, John Mercer, Head of Global Research, discusses new openings by IKEA, based on our observations from store tours. We consider what the new store formats and features reveal about wider retail real estate trends in Western markets and in the furniture retail sector specifically. Read More
Analyst Corner | June 8, 2025 Register for Free Access Analyst Corner: From Models to Markets—The Accelerating Shift Toward AI Applications, with Charlie PoonIn this week’s Analyst Corner, Charlie Poon, Analyst, discusses recent AI (artificial intelligence)-focused developments and events—including Amazon’s AWS Summit and Google I/O—that point to a shift in focus from hardware to applications in the world of AI. Read More
Analyst Corner | June 1, 2025 Register for Free Access Analyst Corner: Chinese Consumers Still Embrace International Brands—If Those Brands Deliver: Three Key Findings from a New Study, with John HarmonIn this week’s Analyst Corner, John Harmon, Managing Director of Technology Research, presents three insights on China e-commerce dynamics, drawing on data from the recently published China Online Consumer Brand Index (a study by Peking University, supported by Alibaba). Discover which international brands are most popular and what the study’s findings reveal about Chinese consumers’ online shopping preferences. Read More
Analyst Corner | May 25, 2025 Register for Free Access Analyst Corner: Retail Giants Drive the Second Wave of Quick Commerce in India, with Madhav PitaliyaIn this week’s Analyst Corner, Madhav Pitaliya, Analyst, discusses the aggressive expansion of quick commerce in India by both digital-first disruptors and traditional retail giants. Read More
Analyst Corner | May 18, 2025 Register for Free Access Analyst Corner: US Consumer Sentiment Varies by Age and Income—Uncovering Demographic Trends, with Aditya KaushikIn this week’s Analyst Corner, Aditya Kaushik, Analyst, draws on Coresight Research survey findings to unearth trends in US consumer sentiment, discussing how expectations for the economy and personal finances vary by demographic. Read More
