RESEARCH COLLECTION
Consumer Research Reports and Market Insights
Recent institutional research and market insights for the consumer sector.
Broadlines & Hardlines Retailing: August Retail Sales: Broad-Based Strength; HD/LOW/ BBY Data Laterals2026-09-16 · JPMorganAugust Retail Sales: Summer strength2026-09-16 · Morgan StanleyGIS & CAG Previews, Chase Spending Data, Rising Freight/Logistics Costs (JBHT), Restaurants Worst Day Since Liberation Day2026-09-16 · JPMorganStocktake: Australian Consumer Primer for 16 September 2026 – NAB transaction data, Endeavour & EGM reform, Cue administration, GLP-1s2026-09-15 · JPMorganEuropean Food Retail: Buyback Tracker; Buyback upside risk looming at TSCO/SBRY2026-09-15 · JPMorganEuropean Food Retail: Farmers Market2026-09-15 · JPMorganEuropean Food Retail Valuation Sheet2026-09-15 · JPMorganGlobal Consumer Electronics: Pockets of Strength Amidst Mixed Spending Intentions; AAPL Maintaining Brand Leadership2026-09-15 · Citi · AAPL,DELL,HPQ,LOGI中国的AI之路：消费AI——不止于聊天机器人2026-09-15 · Morgan Stanley · 0700.HK,BABA.N,BIDU.O,3690.HK,0100.HK,TME.N,IQ.OGlobal Consumer and Retail Conference 2026 — Day 1 Takeaways2026-09-15 · Goldman SachsChina Consumer: A touch soggier – China retail softens again in August, with easier comps offering some relief ahead2026-09-15 · JPMorganDaily Retail and Luxury News (15 September 2026)2026-09-15 · BarclaysListening in at Goldman Sachs: Getting Ahead of the 33rd Annual Global Consumer & Retail Conference2026-09-10 · Goldman Sachs