InfographicThree Data Points We’re Watching This Week, Week 18: What US Consumers Think About Tariffs—Update Coresight Research May 2, 2025 Reasons to ReadOur Three Data Points We’re Watching This Week series spotlights key data points from our research. Discover key data points we are watching in week 18 of 2025. This week, we spotlight proprietary survey findings that reveal US consumers’ expectations for the financial and economic impacts of new tariffs. Other relevant research: Tariffs + Consumer Sentiment: A Timeline, 2025 All our coverage of tariffs The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. All graphics in the Three Data Points series, including our prior survey findings on consumers’ perceptions of tariffs This document was generated for Other research you may be interested in:Consumer Sentiment Stabilizes… for Now; Plus, Inflation Awareness Rises: US Consumer Survey InsightsNRF 2025: Retail’s Big Show: Day Two—Diving into Loyalty and Sustainability with Sephora, Target, Walmart and OthersMay 2025 US Retail Sales Outlook: Projecting 3% Growth Amid Low Sentiment and Front-Loaded PurchasesGlobal Luxury—Real Estate Insights: Brands Move from Tenants to Landlords, with Innovative, Experience-Rich Flagships
InfographicEarnings Insights 1Q25, Week 1: Mixed Results from LVMH, Nestlé, P&G and Others Amid Heightened Tariff Concerns—Infographic Coresight Research Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research May 1, 2025 Reasons to ReadDiscover the latest revenue and EPS (earnings per share) data from week one of the 1Q25 (first quarter of 2025) earnings season with this infographic, covering Coresight 100 companies that reported in the week ended April 27, 2025. Dive into the data behind this infographic with our full report: Earnings Insights 1Q25 Data in this infographic include: Quarterly revenue and EPS data (where applicable) from companies on our Coresight 100 list Companies mentioned in this infographic include: Albertsons, Fast Retailing, Hermès, Inditex, Kering, Kimberly-Clark Corporation, Levi Strauss, L’Oréal, LVMH, Nestlé, PepsiCo, Procter & Gamble, Reckitt Benckiser, Unilever, Walgreens Boots Alliance Other relevant research: Explore all our Earnings Insights reports and infographics The New Coresight 100: Leading the Retail Charge in 2025 The Corporate and Financial Developments Databank includes details of management changes, financial guidance updates and capital raised by major retail companies. This document was generated for Other research you may be interested in:The New Coresight 100: Leading the Retail Charge in 2025Weekly UK Store Openings and Closures Tracker 2025, Week 29: New Look Closes Additional StoresDisrupting Retail: Lessons from SHEIN and TEMU on Redefining Consumer Engagement and Supply Chain InnovationThree Data Points We’re Watching This Week, Week 24: Consumer Sentiment Improves: US vs. China
InfographicHigh-Income Consumers Turn Optimistic About Economy: Weekly US Consumer Sentiment, Week 18, 2025—Infographic Coresight Research May 1, 2025 Reasons to ReadThe Weekly US Consumer Sentiment infographic series from Coresight Research takes a regular temperature check on US consumer sentiment in the context of shifts in the macroeconomic landscape. Data in this infographic are proprietary survey findings on: US consumers’ expectations for the economy overall and for their own personal financial situation over the next 12 months Sentiment trends by income (selected insights) This week, we highlight six weeks of steadiness in sentiment metrics overall, but with a positive trend among high-income consumers. The latest data in this infographic are from our survey conducted on April 21, 2025. Dive into the research behind this infographic: High-Income Consumers Turn Optimistic About Economy; Plus, Inflation Awareness Declines: US Consumer Survey Insights Accompanying this infographic is a research video. Hear from John Mercer, Head of Global Research and Managing Director of Data-Driven Research, on the trends we are seeing in US consumer sentiment. Other relevant research: All Weekly US Consumer Sentiment infographics (The series launched in early March 2025.) All our coverage of tariffs Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:US Black Friday 2025: Early Read—Early-Morning Footfall Points to a Selective Return of the Black Friday Store EnergyRetail Trends and Shopper Traffic Update, Q3: Early Findings & Strategic OutlookWeekly UK Store Openings and Closures Tracker 2025, Week 28: Watches of Switzerland Pulls Back on UK Store EstateRetail-Tech Landscape: Retail Media
Deep DiveHigh-Income Consumers Turn Optimistic About Economy; Plus, Inflation Awareness Declines: US Consumer Survey Insights Aditya Kaushik, Analyst May 1, 2025 Reasons to ReadThe Coresight Research weekly US Consumer Survey Insights series takes a regular temperature check on US consumers’ behaviors and sentiment, based on exclusive proprietary survey data. The latest data in this report are from our survey conducted on April 21, 2025, with headline findings on consumer sentiment steadiness and a decline in inflation awareness. In addition to our usual weekly findings on consumer sentiment, activities and shopping patterns, we discuss how shoppers perceive and are responding to inflation. Data in this research report are our latest proprietary survey findings on: Consumers’ expectations for the economy overall and for their personal financial situation—plus, breakdowns of our findings by income Consumers’ perceptions of inflation, and its impact on grocery and nongrocery spending Where consumers have bought food and nonfood products from in the last two weeks What consumers have bought in-store and online in the last two weeks Activities that consumers have done in the past two weeks Companies mentioned in this research report include: Aldi, Amazon, Costco, Dollar General, Kroger, Target, Walmart Accompanying this report is a research video. Hear from John Mercer, Head of Global Research and Managing Director of Data-Driven Research, on the trends we are seeing in US consumer sentiment. Other relevant research: Market Navigator: US Retail and E-Commerce—Seizing Opportunities Amid a Changing Landscape All our coverage of tariffs Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. The Weekly US Consumer Sentiment infographic series highlights key Coresight Research findings on economic and financial expectations in the context of shifts in the macroeconomic landscape. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Analyst Corner: The Shifting “Friction Gap” Between Stores and E-Commerce Is Benefitting Digital Channels, with John MercerTariffs and Earnings: What Companies Have Reported—Data GraphicWeekly US Store Openings and Closures Tracker 2025, Week 16: 7-Eleven To Close 300+ Stores; Plus Updates on Drugstore ClosuresCanada Store Openings and Closures Tracker 2025: Best Buy, Dollarama and Loblaw Companies Lead Openings at the Start of the Year
Insight ReportThe Impacts of US Tariffs: Assessing Companies’ International Sourcing Exposure by Country Anand Kumar, Associate Director of Retail Research May 1, 2025 Reasons to ReadIn an era of shifting trade policies and heightened geopolitical uncertainty, retailers and brand owners face a pivotal challenge: how to future-proof global sourcing strategies in the face of US tariff escalation. Companies’ ability to adapt to tariffs varies significantly depending on their existing sourcing mix and operational flexibility. We chart and detail the sourcing exposure of selected retailers and brand owners to various countries, with a focus on nations that are subject to high reciprocal tariff rates. Which retail firms face high risk, and which are benefiting from greater regional diversification? Read this report to find out. The companies covered in this report are part of the Coresight 100, our focus list of global retailers and brand owners that our readers and subscribers should pay attention to this year. Data in this research report include: Selected retailers and brand owners’ relative tariff exposure to various countries—charted and tabulated Details of sourcing bases for selected retail companies operating in the US Companies mentioned in this report include: Alimentation Couche-Tard, Amazon, Burberry, Fast Retailing (Uniqlo), Gap Inc., JD Sports, Levi Strauss & Co., Lululemon, Ulta Beauty Other relevant research: Mapping the US’s Reciprocal Import Tariffs: Which Nations Are Affected? All our coverage of tariffs More reports on supply chain Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:US CPG Sales Tracker: In-Store Sales Recover; Beauty Leads Growth; Online Grocery Remains StrongTariffs Prompt Pull-Forward Purchases: What Are Consumers Buying Early?—Data GraphicDepartment Stores in Focus; Plus, Consumer Sentiment Latest: US Consumer Survey InsightsRetail-Tech Landscape: Shoptalk US “Shark Reef” Startup Pitch, 2016–2025
Store TrackerUS Store Tracker Extra, April 2025: JD Sports and 7-Eleven Drive Total Opened Retail Space to Over 67 Million Square Feet Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research April 30, 2025 Reasons to ReadIn April 2025, announced store openings by 7-Eleven, JD Sports and Kroger, among others, have pushed the total amount of retail space set to open in the US in 2025 to just over 67 million square feet, according to Coresight Research estimates. Discover US retailers’ latest store closure and opening announcements, as well as the square-footage impacts of these developments, with our monthly US Store Tracker Extra series. In this report, we offer insights into announced developments as of April 25, 2025. Data in this report are: Year-to-date (YTD) US store closures and openings estimates for 2025 and 2024, by retailer—total number of store closures/openings and their square-footage impact US announced store closures and openings: week-by-week data for 2025 versus the comparable period in 2024 US retail bankruptcies, 2025 vs. 2024 Companies mentioned in this report include: 7-Eleven, Big Lots, JD Sports, Kroger, Meijer, Trader Joe’s, Walgreens Boots Alliance Other relevant research: Read more research reports covering physical retail. View our full collection of store tracker reports. The Coresight Research US and UK Store Tracker Databank is the definitive resource for information on store openings and closures by sector in the US and UK retail industries. The Retail Bankruptcies Databank details bankruptcies of US and UK retail companies, restaurants and gyms since March 2020. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Weekly US Store Openings and Closures Tracker 2025, Week 43: Astrid & Miyu and Hermès Open StoresShoptalk Spring 2025: Day Three—Community Building, Earning Loyalty and Enhancing Search Are Top of MindStore Tracker Extra: UK Store Openings and Closures—2024 Review and 2025 OutlookThe State of In-Store Retailing 2025: The Dawn of New-Age Stores, Powered by Technology
Deep DiveHead-to-Head in US Warehouse Club Retailing: Costco vs. Sam’s Club Sujeet Naik, Analyst April 29, 2025 Reasons to ReadAs part of the Coresight Research Head-to-Head series, we dive into the competition between the two market leaders in US warehouse club retailing: Costco and Sam’s Club. Costco and Sam’s Club (owned by Walmart) are the two biggest names in the US warehouse club sector, with both operating membership-based models and offering bulk products at low prices. These companies focus on value and efficiency, stocking a curated range of items in large quantities to serve both everyday shoppers and small-business owners. We assess Costco’s and Sam’s Club’s revenue and margin growth in recent years, their shopper profiles and respective brick-and-mortar and tech strategies. How do the two companies stack up, and which is best positioned for future growth and success? Data in this research report include: Proprietary survey data on where warehouse club shoppers have shopped Annual sales and year-over-year growth for Costco and Sam’s Club, 2020–2024 Operating margins for Costco and Sam’s Club, 2020–2024 US store counts for Costco and Sam’s Club, 2021–2025 Other relevant research: Coresight Research Retailer Dashboards: Costco; Walmart Mass Merchandiser and Warehouse Club Shopping in Focus—Walmart Leads; High Purchase Rates for Daily Essentials: US Consumer Survey Insights US Mass Merchandisers, Warehouse Clubs and Discount Stores—Retail 2025 Sector Outlook: Essentials To Fuel Revenue Growth More coverage of mass merchandisers, discount stores and warehouse clubs All our Head-to-Head reports Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. The Market Sizes Databank offers an overview of key retail market or sector sizes, including Coresight Research projections for future years. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Groceryshop 2025 Day Four: AI and Data Are Driving Shopper Journeys and Unified OrganizationsUS Store Tracker Extra, March 2025: US Total Closed Retail Space Exceeds 100 Million Square FeetAnalyst Corner: US Grocery Real Estate—The Great Divide in 2025, with Sujeet NaikConsumer Sentiment Unpacked—Higher-Income, Younger Consumers Are Most Optimistic: US Consumer Survey Insights Extra
Event PresentationUnlock the Untapped Potential of AI-Powered MarTech: Coresight Research Premium Subscriber Call, April 2025 Anna Beller, Vice President of AdvisoryJiayue Zhao, Strategy ConsultantPhilip Moore, Head of Custom Research April 29, 2025 Reasons to ReadOn April 29, 2025, the monthly Coresight Research Premium Subscriber Call saw our Advisory team share their expertise on the untapped potential of AI (artificial intelligence)-powered MarTech (marketing technology). The world of MarTech is vast and often confusing. From personalization engines to campaign automation tools, content management systems to sophisticated analytics platforms, understanding where to focus your efforts and investments is critical for staying competitive. In this presentation, discover how to unlock MarTech value! With insights spanning GenAI (generative AI), agentic AI and more, we provide actionable insights, tools and frameworks to show you how to structure, prioritize and invest in MarTech today. Premium subscribers can watch the on-demand webinar replay here. Featured speakers on the Coresight Research team: Philip Moore (Moderator), Head of Market Research Anna Beller, Director of Special Projects Jiayue Zhao, Strategy Consultant Data in this presentation include: MarTech software applications market size and growth trajectory US survey findings—rates of MarTech capability utilization among US marketing leaders; barriers to high utilization; adoption rates of core MarTech tools Learn more about our Advisory Services here. Other relevant research: All our coverage of AI in retail Retail 2025: 10 AI Trends—An Inflection Point in the GenAI Revolution More reports on retail management Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:US Black Friday 2025: Early Read—Early-Morning Footfall Points to a Selective Return of the Black Friday Store EnergyWeekly US Store Openings and Closures Tracker 2025, Week 15: Guess? To Close Nearly 20 StoresRetail-Tech Landscape: Shoptalk US “Shark Reef” Startup Pitch, 2016–2025Weekly UK Store Openings and Closures Tracker 2025, Week 13: Kingfisher Announces Store Expansion Plans; Whole Foods Opens New London Store
Insight ReportEnhance Shopping and Customize Care: Three Technologies Transforming the Drugstore and Pharmacy Retail Landscape Deborah Weinswig, CEO and Founder April 28, 2025 Reasons to ReadDrug retail is undergoing a significant transformation driven by rapid technological advancement. Discover three key technologies that are providing drugstores and pharmacies with a competitive edge! We discuss how companies can cut costs, boost efficiency and deliver personalized experiences by embracing digital tools, including AI (artificial intelligence). This report was also published as an article in Chain Drug Review. Data in this research report include: Proprietary survey findings—Reasons why US consumers choose to shop at their favorite drugstore/pharmacy Companies mentioned in this report are: CVS Health, Kroger, Walgreens Boots Alliance Other relevant research: AI in Action: Redefining Drug Discovery AI/XR, M.D.: Healthcare’s Tech-Enabled Future—Part One and Part Two More reports on AI in retail All our coverage of drugstores and healthcare Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. This report is available for free and can be accessed by registering for a free account. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:4Q24 Earnings Season Wrap-Up: Widespread Positive Sales Growth Recorded This QuarterWeekly US Store Openings and Closures Tracker 2025, Week 29: Openings by Daiso, LEGO and TargetDiwali’s Global Rise Is Reshaping the Retail Growth CycleAnalyst Corner: What’s Happening in Beauty Retail?—Analyzing Mixed Performance and Success Strategies with Madhav Pitaliya
Analyst CornerAnalyst Corner: US Foodservice Growth Prospects To Improve, But Tariff Uncertainty Looms—Market Outlook with Sujeet Naik Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research April 27, 2025 Reasons to ReadWelcome to Analyst Corner! Every Sunday, a member of the Coresight Research team discusses upcoming or recent research and their thoughts on interesting topics in their area of expertise. This week, Sujeet Naik, Analyst, presents selected insights from our recently published Market Outlook on US foodservice. Discover Coresight Research’s market growth projections, and understand the impacts of tariffs and inflation on the food-away-from-home sector. Data in this report include proprietary US consumer survey findings on how restaurant diners are changing their behavior as a result of menu price inflation. Coresight Research premium subscribers can dive further into our comprehensive, data-driven analysis and projections for the US foodservice market in the full research report. We also highlight our key research from the past week and upcoming reports to look out for, so you don’t miss out. Other relevant research: More coverage of tariffs Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles. Read previous Analyst Corner reports, including last week’s report, which discusses Shein’s business model. Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for Other research you may be interested in:Weekly US and UK Store Openings and Closures Tracker 2025, Week 1: Big Lots Set to Keep Some Stores Open in 2025Essential Guide to Shoptalk Spring 2025: Navigating the Future of Customer-Centric Retail with AI and Unified CommerceThe New Coresight 100: Leading the Retail Charge in 2025Singles’ Day 2025: Three Trends To Look For as AI Moves Center Stage
Event PresentationNew Technologies to Drive Retailer-Supplier Collaboration: Insights Presented at NACDS Annual Meeting 2025 Deborah Weinswig, CEO and Founder April 26, 2025 Reasons to ReadOn April 26, 2025, Deborah Weinswig, CEO and Founder of Coresight Research, presented on technology-driven retailer-supplier collaboration as part of the “Meet the Industry” program at the NACDS Annual Meeting 2025. Hosted by the National Association of Chain Drug Stores (NACDS), the “top-to-top” business conference unites senior decision-makers in retail pharmacy and consumer goods. Read Weinswig’s presentation to discover five tech-driven strategies that protect against earnings erosion in the context of macroeconomic uncertainty and tariffs. These strategies, which touch on retail media, demand forecasting and pricing, align with elements of the Coresight Research CORE Framework for AI (artificial intelligence) in retail. Data in this presentation include: Proprietary survey findings—US consumer sentiment, drugstore/pharmacy shopping rates and popular product categories, generational mall traffic trends US retail media market size Case studies of technology solutions driving positive business results Companies mentioned in this presentation include: Atria, Costco, Criteo, RELEX, Scintilla, Simbe Robotics, SpartanNash, Unilever, Walmart Other relevant research: Enhance Shopping and Customize Care: Three Technologies Transforming the Drugstore and Pharmacy Retail Landscape Economic Sentiment Shows First Uptick in Eight Weeks; Plus, Drugstore and Pharmacy Shopping in Focus: US Consumer Survey Insights US Drugstores—Retail 2025 Sector Outlook: Low-Single-Digit Sales Growth Amid a Focus on Cutting Costs Precision Pricing in Retail: AI-Driven Pricing Decisions for 2024 and Beyond—a free report, produced in partnership with RELEX The State of In-Store Retailing: Opportunities To Redefine Operations—a free report, produced in partnership with Simbe Robotics Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:US Store Openings and Closures Midyear 2025 Review and Outlook: Where Does Retail Real Estate Stand in a Year of Disruption? InfographicRetail 2025: 10 Trends Shaping the Retail Media MarketAmazon Prime Day India 2025: Preview—Capitalizing on E-Commerce Momentum; Unlocking Small-Town Potential Through Speed and ValueSentiment Hits Four-Month Low as Higher-Income Confidence Weakens; Plus, Mass Merchandisers and Warehouse Clubs in Focus: US Consumer Survey Insights
Store TrackerWeekly US Store Openings and Closures Tracker 2025, Week 17: Announced Closures Up 90% Year Over Year; JD Sports Reveals Global Store Plans Aaron Mark Dsouza, Data Analyst April 25, 2025 Reasons to ReadOur Weekly US Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the US. This week, we highlight JD Sports’ global store plans, as well as store developments from Build-A-Bear Workshop and more. In non-store-closure news, Sleep Number has appointed a new Chief Marketing Officer. This report presents data up to week 17 of 2025, ended April 25, 2025. Data in this research report include: Week-by-week comparisons of announced store closures and openings in the US—2025 vs. 2024 Major US store closures and openings—2025 and 2024 Major US retail bankruptcies—2025 and 2024 Companies mentioned in this report include: Daiso, Build-A-Bear Workshop, JD Sports, Sleep Number, Wawa Other relevant research: The full collection of Store Tracker reports, including our UK-focused series The US and UK Store Tracker Databank is the definitive resource for information on store openings and closures by sector in the US and UK retail industries. The Retail Bankruptcies Databank details bankruptcies of US and UK retail companies, restaurants and gyms since March 2020. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:4Q24 Earnings Season Wrap-Up: Widespread Positive Sales Growth Recorded This QuarterHot Tech Trends and Cool Products Unveiled: CES 2025 Pre-Conference InsightsUS Retail and Logistics Holiday Hiring Hits Lowest Level in Over a Decade—Data GraphicConnected TV’s Opportunities and Growing Pains: 10 Insights from CTV Connect 2025
Store TrackerWeekly UK Store Openings and Closures Tracker 2025, Week 17: Sainsbury’s To Open 40 Stores Aaron Mark Dsouza, Data Analyst April 25, 2025 Reasons to ReadOur Weekly UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the UK. This week, we highlight store-opening plans from Asda and Sainsbury’s, as well as the stepping down of Asda’s Chief Information Officer. This report presents data up to week 17 of 2025, ended April 25, 2025. Data in this research report include: Week-by-week comparisons of announced store closures and openings in the UK—2025 vs. 2024 Major UK store closures and openings—2025 and 2024 Companies mentioned in this report include: Asda, Hobbycraft, JD Sports plc, J Sainsbury (Argos and Sainsbury’s) Other relevant research: The full collection of Store Tracker reports, including our US-focused series The US and UK Store Tracker Databank is the definitive resource for information on store openings and closures by sector in the US and UK retail industries. The Retail Bankruptcies Databank details bankruptcies of US and UK retail companies, restaurants and gyms since March 2020. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Positive Sentiment Trend Comes to an End: Weekly US Consumer Sentiment, Week 21, 2025—InfographicSycamore Partners To Acquire Walgreens Boots Alliance—Exploring the Reasons for and Implications of the $23.7 Billion DealNextGen 2025 Highlights: Coresight Research Premium Subscriber Call, July 2025US Consumers’ Perceptions of Tariffs: Data Graphic
InfographicThree Data Points We’re Watching This Week, Week 17: US Retail and Consumer Latest Coresight Research April 25, 2025 Reasons to ReadOur Three Data Points We’re Watching This Week series spotlights key data points from our research. Discover key data points we are watching in week 17 of 2025. This week, we focus on US retail sales performance and projections as well as survey-driven insights on consumers’ economic expectations. Dive into the full research reports behind these data points: March 2025 US Retail Sales: Retail Sales Rebound Amid Tariff Concerns April 2025 US Retail Sales Outlook: Lowering Near-Term Growth Projections Amid Volatility and Uncertainty Economic Sentiment Shows First Uptick in Eight Weeks; Plus, Drugstore and Pharmacy Shopping in Focus: US Consumer Survey Insights—with associated infographic Other relevant research: The US Retail Sales Databank features retail sales values and year-over-year growth, in total and by sector, by year and by month. This Databank is updated monthly. The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. All graphics in the Three Data Points series This document was generated for Other research you may be interested in:Analyst Corner: US Foodservice Growth Prospects To Improve, But Tariff Uncertainty Looms—Market Outlook with Sujeet NaikShoptalk Fall 2025 Day One: Building Resilience Through Agility, AI and Authentic Connections to Thrive in Volatile TimesUS Retail in the Rest of 2025: Normalized Demand and Leaner Inventories Ahead of a High-Stakes Holiday SeasonThe State of AI: What’s Possible, What’s Theoretical and What It All Means for Retail
Deep DiveDeeper on DeepSeek and Its Potential to Radically Level the AI Playing Field Charlie Poon, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research April 24, 2025 Reasons to ReadHow is DeepSeek disrupting the AI (artificial intelligence) status quo, and what does this mean for the future of AI? The generative AI (GenAI) landscape is shifting—and fast. In this report, explore one of the most disruptive developments in global AI: the emergence of DeepSeek, a Chinese AI company that is redefining what’s possible with open-source, low-cost, high-performing AI models. This essential read breaks down how DeepSeek’s groundbreaking architecture and cost-efficient strategy is leading the democratization of AI, with the potential to restructure competitive dynamics across the global tech sector. We unpack the technical breakthroughs, training methodology and strategic implications of DeepSeek’s AI models. Companies mentioned in this report include: Alibaba, DeepSeek, Meta, OpenAI Other relevant research: Analyst Corner—DeepSeek Opens the Door for AI Democratization: The AI Opportunity, with Charlie Poon—a free report DeepSeek: The Chinese AI Startup That Has Overtaken ChatGPT on Apple’s App Store All our coverage of AI in retail Retail 2025: 10 AI Trends—An Inflection Point in the GenAI Revolution Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:The Tech-Driven Future of US Retail: AI To Power Smarter Supply Chains, Seamless Operations and Personalized ExperiencesUS Retail Sales Outlook: Retail Sales Projections Moderate for the Holiday QuarterUS Store Tracker Extra, October 2025: Rite Aid Takes Total Closed Retail Space to 143 Million Square FeetEconomic Sentiment Declines Significantly: Weekly US Consumer Sentiment, Week 43, 2025—Data Graphic