June 29, 2025 Analyst Corner 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.
June 27, 2025 Insight Report 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.
June 18, 2025 Deep Dive 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.
June 18, 2025 Deep Dive 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.
June 16, 2025 Insight Report Premium Retail Under Pressure: How Will Tariffs Disrupt the Back-to-School and Holiday Seasons?Discover how retailers are adjusting their strategies ahead of the 2025 back-to-school and end-of-year holiday seasons in response to recent and potential changes to tariffs.
June 11, 2025 Deep Dive Databank Members Consumer Sentiment Shows Signs of Improvement Amid Temporary Tariff Reduction: China Consumer Survey InsightsWe analyze proprietary survey data to uncover consumer sentiment, behavior and shopping trends in China. This report reveals a rebound in economic and financial optimism following the US government’s announcement of a temporary reduction in tariffs.
June 9, 2025 Insight Report Premium US Retail in the Rest of 2025: Normalized Demand and Leaner Inventories Ahead of a High-Stakes Holiday SeasonWe offer 10 predictions for the rest of 2025, and outline core economic dynamics that are set to reshape the retail sector in the months ahead. What qualities will set retailers and brands apart? Discover critical insights to stay ahead through 2025.
June 2, 2025 Event Presentation Premium Recent Conference Insights, from World Retail Congress to ICSC Las Vegas: Coresight Research Premium Subscriber Call, June 2025Dive into our insights from May 2025 retail events: World Retail Congress, ICSC Las Vegas and AAFA Global Supply Chain and Trade Conference. From the evolving tariff landscape and sustainability tensions to the rise of AI (artificial intelligence) in supply chains and real estate, explore the seismic shifts shaping 2025 and beyond. This presentation accompanies the on-demand webinar replay of the Coresight Research Premium Subscriber Call held on June 2, 2025.
May 30, 2025 Infographic Free Report Three Data Points We’re Watching This Week, Week 22: US Consumer Insights—Tariffs and InflationDiscover key data points we are watching in week 22 of 2025. This week, we present proprietary survey findings on US consumers’ concern about tariff-driven inflation, and their perceptions of and response to price rises in retail.
May 29, 2025 Event Presentation Premium The Evolving Supply Chain Landscape: Tariffs, Holiday 2025, and What’s Next: Insights Presented by Deborah Weinswig at The Lead SummitDiscover our 10 predictions for the rest of 2025! We provide critical insights on the impacts of tariffs on retail and consumers, the surge-and-slump sourcing cycle for holiday 2025, and our outlook for the remainder of the year, covering stagflation, private label and more. This presentation was delivered by Deborah Weinswig, CEO and Founder of Coresight Research, at The Lead Summit.
May 14, 2025 Deep Dive Premium Amazon Apparel US Consumer Survey 2025: New Shoppers, Deeper Loyalty—Amazon Converts Browsers into BuyersNow in its eighth year, the annual Amazon Apparel US Consumer Survey from Coresight Research tracks evolving consumer behaviors on Amazon.com across the US apparel and footwear category.
May 12, 2025 Insight Report Premium How Will Tariffs Impact China’s Singles’ Day 2025? Six Months To Go—What Brands and Retailers Need to KnowChina’s Singles’ Day, the largest online shopping festival in the world, is just six months away. The economy is facing external challenges like tariffs, yet key sectors show underlying resilience. We discuss what brands and retailers need to know to prepare for the upcoming festival, covering the country’s macroeconomic context and leveraging proprietary survey analysis to explore consumer sentiment.
May 8, 2025 Deep Dive Databank Members Financial Optimism Falls to Lowest Recorded Level: China Consumer Survey InsightsWe analyze proprietary survey data to uncover consumer sentiment, behavior and shopping trends in China. This report spotlights volatility in consumers’ expectations for the economy and their personal finances against a backdrop of new US tariffs, with recent severe declines in financial optimism.
May 8, 2025 Deep Dive Premium Tariff Anxiety Hits the Supermarket: US Consumers Turn Cautious When Shopping for GroceriesWe explore the evolving landscape of US grocery retailing, shaped by economic pressures and evolving consumer priorities. Understand shifts in consumers’ food shopping behavior and discover AI (artificial intelligence)-powered strategies for grocery retailers to adapt and improve efficiency.
May 4, 2025 Event Presentation Premium The Changing Consumer: Insights Presented by Deborah Weinswig at YPO Retail CEO SummitWe explore the state of the consumer economy, with insights on drugstore/pharmacy shopping, cross-border commerce and the impacts of tariffs on retail. This presentation was delivered by Deborah Weinswig, CEO and Founder of Coresight Research, at an industry event.
