CVS Health’s Separation Gives CVS Pharmacy the Focus To Build a Whole-Health Offering The CVS Health separation gives CVS Pharmacy a dedicated leadership team. We assess its sector leadership and the... Insight Report
US Consumer Credit and BNPL: Capturing the Aging Opportunity Discover how shifting consumer-debt patterns are creating new growth opportunities for buy now, pay later (BNPL) providers and... Deep Dive
Holiday 2026: Millennials Drive October Sales at Amazon, Walmart, Target and Kohl’s Prime Big Deal Days drew 59.9% of US consumers to browse or buy, and 45.0% bought across four... Insight Report
Holiday 2026: How the Generations Shop for the Holidays Holiday shopping by generation: our survey of 2,042 US consumers shows how Gen Z, millennials, Gen X and... Deep Dive
Holiday 2026 Weekly Survey Insights: Walmart Widens Its Lead in Deals Week Weekly 2026 holiday shopping survey data: shopping status, purchase activity, and which retailers and categories US consumers favor... Insight Report
France Unrest: First Thoughts on Luxury Retail Impacts How will unrest in France affect the luxury-goods market? We assess the potential impacts on demand, including on... Insight Report
Analyst Corner: Assessing the Long-Term Tailwinds for US Discounters, with John Mercer Understand the long-term forces behind discount retail’s market share gains and what they mean for US retail. Analyst Corner
The Demographic and Structural Forces Powering Discount Retail: Premium Member Call Presentation On October 16, 2026, Coresight Research presented insights on the demographic and structural forces powering discount retail at... Event Presentation
Discount Decades: A Shrinking Middle Class Reshapes US Retail Uncover the demographic, financial, and economic forces set to continue fueling US discount and value retail. Deep Dive |
17:56 Agents, Payments and Tools: The Building Blocks of Agentic Commerce Take Shape | Premium Member Call Video
22:43 Discount Decades: The Demographic and Structural Forces Powering Discount Retail: Premium Member Call
27:33 What Will a Retail Health Offering Look Like in the Future, and How Can AI Support That? Premium Subscriber Call Video
US Fashion Resale Market: Solid Growth Amid Inflationary Environment as Consumers Seek Value—Premium Subscriber Call
Retail’s Alternative Revenue Models—Monetizing Media, Data and Infrastructure: Premium Subscriber Call
Agentic Commerce: What Retailers Need to Know for Holiday 2025 and to Succeed in 2026—Premium Subscriber Call, October 2025
High-Income Consumers’ Financial Sentiment Reaches New Peak: Weekly US Consumer Sentiment, Week 24, 2025
Consumer Sentiment Falls Further After Stock-Market Sell-Off: Weekly US Consumer Sentiment, Week 12, 2025