November 11, 2026 Insight Report Premium Earnings Insights 3Q26, Week 2: Premium Brand Owners Ralph Lauren, Estée Lauder and Tapestry Raise Outlooks; Ahold Delhaize Lowers EPS GuidanceEarnings Insights 3Q26 Week examines Adidas, Nike, Pepsico and other major retailers, tracking revenue trends, consumer behavior and technology initiatives.
November 11, 2026 Insight Report Premium Coresight Explainer: Meta’s Muse for Small Business Puts Agentic AI Within Retailers’ Reach—Safety Will Decide How Far They Let It ActMeta Muse for Small Business brings agentic AI to retail. Explore shopping, operations, safety risks and useful steps for pilots with tight approvals.
November 11, 2026 Insight Report Premium Holiday 2026 Weekly Survey Insights: Holiday Shopping Kicks into Gear as November BeginsOur holiday shopping survey finds 49.6% of US consumers made a recent holiday purchase, Walmart led for a sixth week and food overtook clothing.
November 10, 2026 Deep Dive Premium Walmart, Target and Dollar Stores Gain Shoppers over Halloween: US Consumer Survey InsightsHow are US consumers’ sentiment and spending behaviors changing amid the Middle East conflict and rising gasoline prices? We review our latest US consumer data on sentiment and shopping behavior across categories.
November 9, 2026 Event Presentation Premium US Consumer Credit and BNPL: Premium Member Call PresentationOn November 6, 2026, Coresight Research presented insights on US consumer credit and BNPL at its Premium Member Call. In this presentation, we explore the aging of US consumer debt and BNPL usage by age and income, and cover BNPL market growth, delinquency trends and implications for retailers and BNPL providers.
November 9, 2026 Deep Dive Premium Discount Decades: US Dollar and Discount Stores—Reshaping Retail Through Store Expansion and Value-Led ShoppingUS discount retailers are set to gain market share through 2030 as value-driven shopping and store expansion reshape retail competition.
November 8, 2026 Analyst Corner Register for Free Access Analyst Corner: Discounters Go Head-to-Head with Established US Grocery Players, with Sujeet NaikUS grocery discounters are gaining market share through 2030, intensifying pricing pressure on traditional grocers and prompting strategic responses.
November 6, 2026 Store Tracker Databank Members Weekly UK Store Openings and Closures Tracker 2026, Week 44: Poundland Files to Appoint Administrators, with Stores Continuing to TradeOur Weekly UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the UK. This week, we highlight store openings and closures by Curry’s, New Balance, Superdry, The Works and more.
November 6, 2026 Insight Report Premium CVS Health’s Separation Gives CVS Pharmacy the Focus To Build a Whole-Health OfferingThe CVS Health separation gives CVS Pharmacy a dedicated leadership team. We assess its sector leadership and the case for a whole-health offering.
November 5, 2026 Store Tracker Databank Members US Store Tracker Extra, October 2026: Retail Space Growth Slows in October, With 28.1 Million Net Square Feet Added YTDIn October 2026, Store Closure and Opening Announcements take Total Net Retail Space to 28.1 Million Additional Square Feet, Coresight Research calculates. Discover insights into the shifting retail landscape and upcoming trends with the 2026 US Store Tracker Extra.
November 4, 2026 Insight Report Premium Earnings Insights 3Q26, Week 1: Adidas and Coca-Cola Raise Guidance; PepsiCo and Carrefour Lower OutlooksEarnings Insights 3Q26 Week examines Adidas, Nike, Pepsico and other major retailers, tracking revenue trends, consumer behavior and technology initiatives.
November 4, 2026 Insight Report Premium Holiday 2026 Weekly Survey Insights: Shopping Progress Moves Closer to Last YearOur holiday shopping survey finds the share of US consumers yet to start fell below half, Walmart widened its lead over Amazon and toys rebounded.
November 3, 2026 Deep Dive Databank Members Online Grocery Shopper Penetration Hits a New High: The Context for the DoorDash-Instacart Deal—US Consumer Survey InsightsHow are US consumers’ sentiment and spending behaviors changing amid the Middle East conflict and rising gasoline prices? We review our latest US consumer data on sentiment and shopping behavior across categories.
November 3, 2026 Insight Report Premium Coresight Explainer: Meta’s Muse for Small Business Puts Agentic AI Within Retailers’ Reach—Safety Will Decide How Far They Let It ActMeta Muse for Small Business brings agentic AI to retail. Explore shopping, operations, safety risks and useful steps for pilots with tight approvals.
November 2, 2026 Insight Report Premium DoorDash’s $17 Billion Instacart Deal: How Scale, Ads and Owned Fulfillment Are Reshaping Quick CommerceDoorDash Instacart deal could reshape quick commerce. Explore grocery scale, retail media, fulfillment synergies and the risks for grocers and rivals.