Infographic | July 31, 2025 Premium US Consumers’ Perceptions of Tariffs: Data GraphicDiscover US consumers’ views on tariffs in our data graphic, ahead of the August 1, 2025, tariffs introduction date. We slice and dice our data by multiple demographics. Read More
Insight Report | July 29, 2025 Premium CEO Brief: Tech for Tariffs—Four Technologies (and Services) That Can Raise Revenues and Margins Now to Offset Tariff PainIn a challenging and unpredictable tariff environment, retailers and brands can benefit from several technologies and services that can provide a margin or revenue lift—we outline four opportunities in this CEO Brief. Read More
Deep Dive | July 28, 2025 Premium Redefining Global Sourcing: What a US–India Trade Deal Means for Retailers and ManufacturersGain comprehensive insights into the US–India Bilateral Trade Agreement tariffs and their far-reaching impact on trade, manufacturing and consumer behavior. This in-depth research report examines how ongoing negotiations and potential tariff reductions in critical sectors—such as automobiles, steel, iron and electronics—could reshape supply chains, enhance export competitiveness and influence pricing in both countries. Explore the full report to understand key opportunities and challenges created by this evolving bilateral trade landscape. Read More
Deep Dive | July 28, 2025 Databank Members Taking the Temperature on Tariffs Ahead of August 1: How Are Different Consumer Groups Reacting? US Consumer Survey Insights ExtraDiscover US consumers’ views on, and reactions to, tariffs, with our survey insights ahead of the August 1, 2025, tariffs introduction date. We slice and dice our data by multiple demographics. Read More
Infographic | July 17, 2025 Premium Rolling Metric Picks Up After Last Week’s Dip: Weekly US Consumer Sentiment, Week 29, 2025—InfographicUS consumer sentiment is increasing again, but not equally among all consumer groups. Find the latest headline trends and key data points in this week’s infographic. Read More
Event Presentation | July 16, 2025 Premium Resilience Now: Turn Tariff Uncertainty into Opportunity Using AINavigate tariffs with our expert insights, presented in a webinar by our Advisory Services team. Uncover the strategies that matter, the missteps to avoid, and how to safeguard your business performance in 2025 and beyond. Read More
Insight Report | July 14, 2025 Premium US Holiday 2025: Early Outlook—Improving Signals, But Will It Last?We analyze US consumers’ expectations for the 2025 end-of-year holiday season and provide our early perspective on US retail’s potential performance during the holiday peak. Uncover key scenarios for holiday retail growth, and understand the impacts of tariffs, inflation and macro uncertainty. Read More
Infographic | July 10, 2025 Premium Consumer Sentiment Declines as Tariffs Loom: Weekly US Consumer Sentiment, Week 28, 2025—InfographicOur latest weekly update on US consumer sentiment, based on proprietary survey findings, reveals declines in net financial and economic expectations amid expectations of the 90-day tariff pause ending (though this has been delayed from July 9, 2025, to August 1, 2025). Read More
Deep Dive | July 9, 2025 Databank Members Consumer Sentiment Declines; Plus, Apparel and Footwear Shopping in Focus: US Consumer Survey InsightsAre looming tariffs impacting US consumer sentiment? 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
Infographic | July 4, 2025 Free Report Three Data Points We’re Watching This Week, Week 27: US Retail Faces HeadwindsDiscover key data points we are watching in week 27 of 2025. This week, we highlight headwinds for US retail, covering store closures, decelerating in-store CPG sales and consumers’ price sensitivity. Read More
Deep Dive | July 1, 2025 Premium US Back to School 2025, Part 1: Early Shopping, Tariff Worries and Strategic Choices Shape BTS 2025We kick off our US Back to School 2025 series of reports by diving into proprietary survey findings on US consumers’ spending expectations for the BTS (back-to-school) season. How much will BTS shoppers spend, and what impacts will tariffs and global supply chain disruption have? 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
Insight Report | June 27, 2025 Premium 1Q25 Retail Inventory Insights: Lean Inventory, Tariff Mitigation, Supply Chain AdjustmentsOur quarterly US Retail Inventory Insights series analyzes retail inventory turnover. Discover inventory turnover ratios by sector and for selected major retailers in the first quarter of 2025. Dive into key commentary on inventory trends, planning and challenges—with insights on tariffs, AI (artificial intelligence)-driven tools and more. Read More
Deep Dive | June 18, 2025 Premium Earnings Insights 1Q25: Wrap-Up—Growth Outpaces Declines Across Most SectorsWe analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies mostly based in the US) in the first quarter of 2025, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes. Read More
Deep Dive | June 18, 2025 Databank Members Financial Confidence Improves but Tariffs and Inflation Impact Shopping Behavior: US Consumer Survey InsightsWhat are US consumers’ perceptions of tariffs and inflation, and how are they changing their shopping behavior as a result? We provide the answers through analysis of proprietary survey findings, and present an update on consumer sentiment, including improving financial confidence. Read More
