Deep DiveHoliday 2026: Previewing Black Friday—Sharper Value, Smarter AI and Longer Promotions Meet a More Selective Shopper Aditya Kaushik, Analyst November 13, 2026 Reasons to ReadAs part of our coverage of the 2026 holiday season, Coresight Research examines the potential of Black Friday this year (November 27), including proprietary survey data on consumers’ shopping intentions and major retailers’ Black Friday plans and promotions. Read this report to discover answers to these and other questions: How are inflation and economic uncertainty shaping consumer shopping behavior ahead of Black Friday 2026? What does Coresight Research’s proprietary consumer survey data reveal about demand and shopping channel preferences this Black Friday? How are major retailers adjusting their Black Friday strategies—including timing, promotions and AI tools—to drive traffic and sales? What are the broader retail and macroeconomic implications for Black Friday within the Holiday 2026 season? Companies mentioned in this report include: Amazon, Best Buy, Costco Wholesale, The Home Depot, JCPenney, Kohl’s, Levi’s, Macy’s, Target, Walmart. Data in this report include: US consumer survey insights on Black Friday shopping intentions and behaviors; product category breakdowns for in-store and online shopping; retailer-specific Black Friday promotional strategies and AI initiatives. Other relevant research: Holiday 2026: US Consumer Survey and Retail Outlook—Unit Growth Under Pressure as Consumers Rethink How They Shop All our coverage of US holiday retail Already a member? 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 membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Store TrackerWeekly UK Store Openings and Closures Tracker 2026, Week 45: Apparel Leads the Week’s Store Changes as Hush Expands and JD Sports Closes Stores Aaron Mark Dsouza, Data Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research November 13, 2026 Reasons to ReadDiscover the latest trends in UK retail store openings and closures for 2026 and gain insights into the evolving market landscape. Read this report to discover answers to these and other questions: How many store closures and openings have UK retailers announced year to date in 2026 and how do these totals compare with the same period in 2025? Which retailers are driving the latest changes in our 2026 major UK store closures and openings tracker? How do full-year 2025 store closures and openings compare with 2026 year-to-date trends? Companies mentioned in this report include: Blue Banana, Charles Tyrwhitt, Harli + Harpa, Hush, JD Sports, Lee Longlands, Lindt, Slow Love and Unze London. Data in this report include: week-by-week comparisons of UK store closures and openings for 2026 and 2025; rankings of major retailers by total store closures; rankings of major retailers by total store openings; tabulated confirmed versus planned store activity by retailer and sector. 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 Corporate and Financial Developments Databank includes details of management changes, financial guidance updates, retail and tech layoffs and capital raised by major retail companies. The Retail Bankruptcies Databank details bankruptcies of US and UK retail companies, restaurants and gyms since March 2020. Already a member? 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 membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Store TrackerWeekly US Store Openings and Closures Tracker 2026, Week 45: Grocery Sector Leads Store Changes as Publix Opens and Winn-Dixie Closes Stores Aaron Mark Dsouza, Data Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research November 13, 2026 Reasons to ReadUncover the latest shifts in the retail landscape and stay ahead of key trends that impact store openings, closures and the broader consumer market. Read this report to discover answers to these and other questions: What are the top store openings and closures in the US for 2026 so far? Which retailers are expanding in 2026 and which brands are downsizing? How do store closures and openings compare between 2025 and 2026 in key retail sectors? Companies mentioned in this report include: Ahold Delhaize, Coach, Costco Wholesale, LSKD, Parker’s Kitchen, Publix Super Markets, Spyder, The Brand House Collective, The Children’s Place, Whole Foods Market and Winn-Dixie. Data in this report include: weekly totals of US store closures and openings for 2026 and 2025; retailer-level breakdowns of announced versus confirmed closures/openings; total store counts by retailer; total US retail bankruptcies year to date. 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 Corporate and Financial Developments Databank includes details of management changes, financial guidance updates, retail and tech layoffs and capital raised by major retail companies. The Retail Bankruptcies Databank details bankruptcies of US and UK retail companies, restaurants and gyms since March 2020. Already a member? 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 membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Event CoverageM&S Capital Markets Day 2026: How M&S Plans To Double Food Sales and Restore Fashion Margins Aditya Kaushik, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research November 13, 2026 Reasons to ReadDiscover how M&S plans to grow sales and profit over the medium term and what its plan means for food, fashion, home & beauty, and online. Read this report to discover answers to these and other questions: How is the M&S food business positioned against its new margin target? What does fashion, home & beauty need to change to reach its margin target as online grows? How do the supply chain, technology and store programs support the margin targets? What are the execution risks in rebuilding the supply chain, technology and online operations at the same time? How does M&S plan to fund its investment program while increasing shareholder returns? Companies mentioned in this report include: Marks & Spencer, Sephora. Data in this report include: food and FH&B operating margins and value market shares versus targets; FH&B online and store margins; online customer metrics; online cost-to-serve and returns processing costs; investment milestones; capital spending, hurdle rates and the shareholder returns framework. Already a member? 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 membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Deep DiveReal Estate Insights: US Food, Drug and Mass Retail—Discounters and Warehouse Clubs Lead Store Expansion Sujeet Naik, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research November 12, 2026 Reasons to ReadDiscover how the US food, drug and mass retail real estate landscape is evolving as discount grocers, specialty retailers and warehouse clubs accelerate store expansion while major drugstore chains consolidate their footprints. Explore store opening and closure trends, shifting consumer traffic patterns and emerging real estate opportunities in 2026. Read this report to uncover answers to these and other questions: Which grocery, drugstore, mass merchandise, warehouse club and discount retailers are leading store expansion in the US, and which are consolidating their footprints? How are value-oriented and specialty grocers such as Aldi, Trader Joe’s and Sprouts Farmers Market reshaping grocery retail real estate through aggressive expansion and stronger store traffic? How are CVS and Walgreens adapting their real estate strategies as drugstore closures moderate, and what opportunities do vacant pharmacy locations create for landlords and expanding retailers? What factors are driving warehouse club and discount store expansion, and how are retailers such as Costco, Five Below and Ollie’s Bargain Outlet capitalizing on value-seeking consumers? How can retailers and real estate investors capitalize on second-generation retail space, limited new construction and shifting regional demand to identify attractive expansion opportunities? Companies mentioned in this report include: Albertsons; Aldi; Amazon; BJ’s Wholesale Club; Costco; CVS Health; Dollar General; Dollar Tree; Five Below; Grocery Outlet; Kroger; Lidl; Ollie’s Bargain Outlet; Publix Super Markets; Sam’s Club; Sprouts Farmers Market; Target; Trader Joe’s; Walgreens; Walmart; Whole Foods Market. Already a member? 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 membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Insight ReportEarnings Insights 3Q26, Week 2: Premium Brand Owners Ralph Lauren, Estée Lauder and Tapestry Raise Outlooks; Ahold Delhaize Lowers EPS Guidance Abhinav Tagore, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research November 11, 2026 Reasons to ReadDiscover how leading retailers and brand owners performed in 3Q26, what is driving consumer demand and which companies are raising or lowering their financial outlooks. Read this report to discover answers to these and other questions: How are apparel, footwear and luxury brands performing, and what is driving growth among premium brand owners? What trends are shaping beauty and consumer packaged goods performance amid changing consumer demand and cost pressures? How are department stores, drugstores and food retailers navigating consumer spending patterns and evolving market conditions? Which e-commerce and home retail platforms are delivering the strongest growth, and what are the key drivers of their performance? Which companies are raising or lowering their financial outlooks, and how are tariffs, inflation and shifting consumer behavior affecting profitability? Companies mentioned in this report include: NEXT, Ralph Lauren, Coty, The Estée Lauder Companies, Kimberly-Clark, Clorox, Marks and Spencer, CVS Health, Amazon, eBay, Coupang, DoorDash, MercadoLibre, Zalando, Koninklijke Ahold Delhaize, Wayfair, Moncler and Tapestry. Data in this report include: company financial results, revenue and EPS growth, gross and operating margins, comparable sales, performance by category, region and channel, tariff refunds and their impact on profitability, financial guidance, and US retail sales growth, estimated retail-only inflation and inferred real sales growth. Already a member? 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 membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Insight ReportCoresight Explainer: Meta’s Muse for Small Business Puts Agentic AI Within Retailers’ Reach—Safety Will Decide How Far They Let It Act Charlie Poon, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research November 11, 2026 Reasons to ReadDiscover how Muse can bring agentic AI to your retail business—and how to balance faster deployment with the permissions and safeguards that keep you in control. Read this report to discover answers to these and other questions: What is Meta’s Muse AI agent, and what does it offer consumers and small businesses? Why does Muse matter for retail operations and consumer shopping? How should retailers weigh low-cost, fast deployment against AI risk and governance? How can retailers start Muse for Small Business with narrow tasks and tight approvals? Companies mentioned in this report include: Meta Platforms, Shopify, Stripe, Intuit, Canva, Figma, Klaviyo, Dropbox, Slack, PayPal, Walmart, Best Buy, Gap, Sephora, Wayfair, Expedia, Instacart, Amazon, OpenAI, Anthropic and xAI. Data in this report include: US downloads in each AI app’s first 40 days Other relevant research: The IMPACT Framework Playbook: A Six-Point Guide To Help Retailers Achieve Readiness in Implementing AI With Announcements from Meta, Stripe and Anthropic, the Three Key Pillars for Agentic Commerce Are Now in Place: Agents, Payments and Tools Already a member? 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 membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Insight ReportHoliday 2026 Weekly Survey Insights: Holiday Shopping Kicks into Gear as November Begins Sophie Anne Luo, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research November 11, 2026 Reasons to ReadDiscover how US holiday shopping progress compares with 2025, which retailers and product categories are drawing recent purchasers, and what spending pressures mean for retailers. Read this report to discover answers to these and other questions: How does consumers’ progress through holiday shopping in early November compare with the same point in 2025, and what does it signal for retailers? How did recent holiday purchasing change week over week, and what does the shift mean for retailers competing for early-November spending? How do Walmart, Amazon, Target and Costco compare in attracting recent holiday purchasers, both week over week and against 2025? Which product categories are drawing recent holiday purchasers, and how do food, decorations, clothing and toys compare with the same week last year? How are higher gasoline prices shaping holiday spending, and what does Coresight Research’s fourth-quarter outlook mean for value-focused retailers? Data in this research report include: Weekly survey results from US consumers on holiday shopping status, holiday purchases in the past seven days, retailers shopped and product categories bought, with comparisons to the same weeks in 2025. Companies mentioned in this report are: Amazon, Costco Wholesale, Dollar General, Dollar Tree, Family Dollar, Target and Walmart (including Sam’s Club). Other relevant research: All our research on US holiday retail. Already a member? 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 membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Deep DiveWalmart, Target and Dollar Stores Gain Shoppers over Halloween: US Consumer Survey Insights Aditya Kaushik, Analyst November 10, 2026 Reasons to ReadDiscover how US consumers are responding to shifting economic conditions, the Iran conflict and inflationary pressures. Read this report to explore answers to these questions: How is consumer sentiment diverging across income groups, and what does this mean for premium versus value retail performance? Which retailers are consumers are shopping at, and which categories are they purchasing? Data in this research report include: Consumer sentiment, in total and by income, weekly; rates of shopping at major retailers, weekly; rates of purchasing in selected retail categories, weekly. Companies mentioned in this report include: Amazon, Walmart, Dollar General, Dollar Tree, Family Dollar, TJX Companies, eBay, Kohl’s, Macy’s, Albertsons Companies, Kroger, Aldi, Costco, Target, Trader Joe’s, Whole Foods Market, Publix, Ahold Delhaize, Temu. Other relevant research: Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. Already a member? 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 membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Event PresentationUS Consumer Credit and BNPL: Premium Member Call Presentation John Mercer, Head of Global Research and Managing Director of Retail Research November 9, 2026 Reasons to ReadOlder US consumers are adding debt faster than any other age group, but BNPL usage remains concentrated among younger consumers. On November 6, 2026, Coresight Research presented insights on US consumer credit and buy now, pay later (BNPL) at its Premium Member Call. In this presentation, we provide insights into the aging of US consumer debt, BNPL usage by age and income, the growth of BNPL against the wider credit market and credit delinquency trends, with implications for retailers and BNPL providers. Data in this report include: US consumer debt growth by age group and debt type, including student loans BNPL usage in the past 12 months, by age and household income BNPL users’ reasons for using BNPL and usual spending categories, by age and income Coresight Research estimate of US BNPL provider revenue, 2025–2030 Credit card and student loan delinquency flows, by age and debt type Companies mentioned in this report include: Ace Hardware, Affirm, Costco, Klarna, Lowe’s, Mattress Firm, Ulta Beauty and Zip. Other relevant research: US Consumer Credit and BNPL: Capturing the Aging Opportunity Already a member? 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 membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Deep DiveDiscount Decades: US Dollar and Discount Stores—Reshaping Retail Through Store Expansion and Value-Led Shopping Sujeet Naik, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research November 9, 2026 Reasons to ReadThis report concludes our five-part Discount Decades series, which uncovers the demographic, financial and economic forces set to continue fueling US discount across apparel and footwear, cross-border e-commerce platforms, dollar stores (and similar formats) and grocery Discover how discounters’ store expansion, revenue growth and consumer appeal are reshaping competition across US retail through 2030. Read this report to discover answers to these and other questions: How much market share will US discount retailers gain by 2030, and what will drive growth across the mass retail sector? Which discount chains will lead revenue growth through 2030, and how will their profitability compare with major retail rivals? Where do Dollar General, Dollar Tree, Five Below and Ollie’s see opportunities to expand their physical store networks? How does proximity to grocers, drugstores, beauty retailers and off-price chains change the competitive threat posed by discounters? Which age and income groups shop at discount chains, and what shopping strategies encourage customers to return? What do the struggles of Big Lots, Family Dollar and 99 Cents Only reveal about discount retailing risks? Data in this research report include: US mass retail sector sales and forecasts (2021–2030); discount chains’ revenues, growth rates, market shares and operating margins; store counts and US location maps; proximity comparisons; and shopper age and income profiles. Companies mentioned in this report include: Dollar General, Dollar Tree, Family Dollar, Five Below, Ollie’s Bargain Outlet, Big Lots, Walmart, Target, Costco, BJ’s Wholesale and Sam’s Club. The other reports in the Discount Decades series: Discount Decades: A Shrinking Middle Class Reshapes US Retail Discount Decades: Tariffs Reshape Apparel and Footwear as Off-Price Retailers Extend Their Lead Discount Decades: What US De Minimis Removal Means for Shein, Temu, Amazon Haul and AliExpress Discount Decades: US Grocery Discounters—Disrupting Mainstream Grocery Retail Through Value and Aggressive Expansion Already a member? 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 membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Analyst CornerAnalyst Corner: Discounters Go Head-to-Head with Established US Grocery Players, with Sujeet Naik Sujeet Naik, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research November 8, 2026 Reasons to ReadEach Analyst Corner features highlights and insights from the respective week’s “Report of the Week”—our featured must-read research report. This week, our featured report was Discount Decades: US Grocery Discounters—Disrupting Mainstream Grocery Retail Through Value and Aggressive Expansion. Explore how the growth of US grocery discounters could reshape pricing, market share and competitive strategies for traditional grocers through 2030. Read this report to discover answers to these and other questions: How much share will grocery discounters gain in US food and beverage retail sales between 2025 and 2030? How do Aldi, Lidl and Grocery Outlet use store expansion and local proximity to compete with established retailers? Why do Aldi’s value proposition and private-label offering resonate with younger and middle-income US grocery shoppers? What do Save A Lot’s declines and Grocery Outlet’s announced closures reveal about the risks of discount grocery expansion? How can traditional grocers use omnichannel retailing, loyalty programs and cost efficiency to compete with discount grocery chains? Companies mentioned in this report include: Aldi, Lidl, Grocery Outlet, Save A Lot, Walmart, Target, Safeway, Kroger, Publix and Albertsons. Other relevant research: All Analyst Corners This document was generated for
Store TrackerWeekly UK Store Openings and Closures Tracker 2026, Week 44: Poundland Files to Appoint Administrators, with Stores Continuing to Trade Aaron Mark Dsouza, Data Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research November 6, 2026 Reasons to ReadDiscover the latest trends in UK retail store openings and closures for 2026 and gain insights into the evolving market landscape. Read this report to discover answers to these and other questions: How many store closures and openings have UK retailers announced year to date in 2026 and how do these totals compare with the same period in 2025? Which retailers are driving the latest changes in our 2026 major UK store closures and openings tracker? How do full-year 2025 store closures and openings compare with 2026 year-to-date trends? Companies mentioned in this report include: Animal, Card Zone, Currys, FatFace, Leica, New Balance, Office, Poundland, Primark, Quality Discounts, Superdry, The Works, Victoria’s Secret and White Stuff. Data in this report include: week-by-week comparisons of UK store closures and openings for 2026 and 2025; rankings of major retailers by total store closures; rankings of major retailers by total store openings; tabulated confirmed versus planned store activity by retailer and sector. 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 Corporate and Financial Developments Databank includes details of management changes, financial guidance updates, retail and tech layoffs and capital raised by major retail companies. The Retail Bankruptcies Databank details bankruptcies of US and UK retail companies, restaurants and gyms since March 2020. Already a member? 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 membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Store TrackerWeekly US Store Openings and Closures Tracker 2026, Week 44: Store Openings Outpace Closures for a Fourth Week as Apparel Retailers Expand Aaron Mark Dsouza, Data Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research November 6, 2026 Reasons to ReadUncover the latest shifts in the retail landscape and stay ahead of key trends that impact store openings, closures and the broader consumer market. Read this report to discover answers to these and other questions: What are the top store openings and closures in the US for 2026 so far? Which retailers are expanding in 2026 and which brands are downsizing? How do store closures and openings compare between 2025 and 2026 in key retail sectors? Companies mentioned in this report include: 7th Avenue, 99 Ranch Markets, Boot Barn, Carter’s, Google, Mephisto, Miista, Miniso, Murphy, Paul Fredrick, Piggly Wiggly, Primark, QuickChek, TESO Life, UGG, Walmart, Wawa, Zimmermann. Data in this report include: weekly totals of US store closures and openings for 2026 and 2025; retailer-level breakdowns of announced versus confirmed closures/openings; total store counts by retailer; total US retail bankruptcies year to date. 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 Corporate and Financial Developments Databank includes details of management changes, financial guidance updates, retail and tech layoffs and capital raised by major retail companies. The Retail Bankruptcies Databank details bankruptcies of US and UK retail companies, restaurants and gyms since March 2020. Already a member? 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 membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Insight ReportCVS Health’s Separation Gives CVS Pharmacy the Focus To Build a Whole-Health Offering John Mercer, Head of Global Research and Managing Director of Retail Research November 6, 2026 Reasons to ReadDiscover what the CVS Health separation means for CVS Pharmacy, its rivals and health retailers adapting to aging consumers and GLP-1 drug adoption. Read this report to discover answers to these and other questions: Why has CVS Health chosen to separate into two companies, and whose interests does the structure of the deal appear designed to serve? How does CVS Pharmacy’s position compare with Walgreens and nonspecialist rivals such as Walmart, Kroger and Albertsons as it heads toward independence? What could greater focus and agility mean for CVS Pharmacy’s retail business once it operates separately from Aetna and Caremark? How are an aging population and GLP-1 drug adoption changing what consumers need from drugstores and pharmacies? How could CVS Pharmacy use products, services and marketing, including Health100 and AI, to build a whole-health offering? Which retailers and brands stand to gain or lose advantage as a more focused CVS Pharmacy emerges? Data in this report include: US drugstore and pharmacy retailers’ revenues, retailers purchased from by drugstore shoppers, drugstore store visit trends, services used at drugstores, US consumers’ attitudes to wellness and GLP-1 drug usage by generation, and the US drugstore and pharmacy sector size. Companies mentioned in this report are: Albertsons Companies, CVS Health, Kroger, Rite Aid, Target, Walgreen Co., Walmart Other relevant research: Market Navigator: US Drugstore and Pharmacy Retailing—Solutions for Drugstores To Win Again What Will a Retail Health Offering Look Like in the Future, and How Can AI Support That? Already a member? 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 membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
