Coresight 100

Access research reports and presentations on the retail and technology ecosystem, including consumers, companies, economies, and retail and technology trends. Use the filters below to find research reports and presentations by sector, theme, company or other parameters. Alternatively, use the search box above to find relevant research content.

Deep Dive | December 18, 2025 Premium

3Q25 Earnings Season Wrap-Up: 84% of Companies Grow Sales, 77% Beat Top-Line Consensus in a Solid Quarter for Discount, Off-Price and Specialty Apparel

We analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies) in the third quarter of 2025, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes.

Store Tracker | December 12, 2025 Premium

Weekly US Store Openings and Closures Tracker 2025, Week 50: Dollar General To Open More Than 450 Stores in 2026

Our Weekly US Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the US. This week, we highlight store openings and closures by Dollar General, Best Buy, Dollar Tree, Aerie, Best Buy, more.

Analyst Corner | December 7, 2025

Register for Free Access

Analyst Corner: Five Key Insights from US Black Friday 2025 and What They Mean for the Rest of Holiday 2025, with Anand Kumar

The report highlights presents five standout insights from Black Friday 2025 that provide meaningful signals for the balance of the holiday 2025 season.

Store Tracker | December 5, 2025 Premium

Weekly US Store Openings and Closures Tracker 2025, Week 49: Claire’s Closes 146 More Stores Than Announced

Our Weekly US Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the US. This week, we highlight store openings and closures by Claire’s Aerie, American Eagle Outfitters, Signet Jewelers, more.

Deep Dive | December 1, 2025 Premium

Black Friday 2025: Key Insights from US Stores—Solid Shopper Demand, Some True Doorbusters and Greater Omnichannel Integration

On November 28, 2025, the Coresight Research team conducted its annual Black Friday store tour, visiting more than 30 retailers across Florida, New Jersey and New York. We present our on-the-ground observations, including the scope and depth of promotions, product availability, store execution and consumer activity.

Insight Report | November 13, 2025 Premium

Singles’ Day 2025 Around the World—Global Observations

Discover Singles’ Day 2025 global retail observations.

Insight Report | October 30, 2025 Premium

2Q25 Retail Inventory Insights: Diverging Strategies Amid Tariff Impacts in the Pre-Holiday Build-Up

Our quarterly US Retail Inventory Insights series analyzes inventory trends in US retail. Discover inventory turnover ratios by sector and for selected major retailers in the second quarter of 2025. Dive into key commentary on inventory trends, planning and challenges—with insights on tariffs, diverging supply chain strategies, AI (artificial intelligence)-driven tools and more.

Deep Dive | October 16, 2025 Premium

Holiday 2025: US Consumer Survey and Retail Outlook—From Social to Smart: AI Becomes the New Driver of Holiday Discovery and Value

Where, when and how will US consumers spend for holiday 2025? We analyze proprietary survey data to offer critical insights on the shape of demand and consumers’ shopping expectations for the holiday season.

Store Tracker | October 1, 2025 Databank Members

US Store Tracker Extra, September 2025: Ollie’s Bargain Outlet and Alimentation Couche-Tard Add 3+ Million Square Feet to Total Opened Retail Space

In September 2025, announced store openings by Ollie’s Bargain Outlet and Alimentation Couche-Tard added more than three million square feet of total opened retail space, Coresight Research calculates. Dive into all the latest brick-and-mortar developments in US retail with our comprehensive data on closures, openings and square-footage impacts.

Deep Dive | September 30, 2025 Databank Members

Economic Sentiment Remains Under Pressure; Plus, Apparel Shopping in Focus: US Consumer Survey Insights

How is US consumer sentiment changing? We review our latest US consumer data. We also analyze consumer shopping behavior at apparel retailers and brand owners.

Event Coverage | September 25, 2025 Free Report

Shoptalk Fall 2025 Wrap-Up: Driving Retail Forward—AI, Agility, Loyalty and Leadership in Volatile Times

Shoptalk Fall 2025 reveals how AI, agility, loyalty and leadership are driving retail resilience and innovation in volatile times.

Store Tracker | September 12, 2025 Databank Members

Weekly US Store Openings and Closures Tracker 2025, Week 37: YTD Retail Bankruptcies Hit 25

Our Weekly US Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the US. This week, we highlight store openings and closures by Alimentation Couche-Tard, American Eagle Outfitters, LEGO and more.

Deep Dive | September 10, 2025 Databank Members

Who Shops Where? 2025 Shopper Demographics: US Consumer Survey Insights Extra

We examine who shops at different major US retailers for food and nonfood, as well as offering a closer look at shopper demographics for apparel, footwear and beauty retailers. This US Consumer Survey Insights Extra report takes a deep dive into our weekly survey data by building shopper profiles.

Deep Dive | July 28, 2025 Premium

Redefining Global Sourcing: What a US–India Trade Deal Means for Retailers and Manufacturers

Gain comprehensive insights into the US–India Bilateral Trade Agreement tariffs and their far-reaching impact on trade, manufacturing and consumer behavior. This in-depth research report examines how ongoing negotiations and potential tariff reductions in critical sectors—such as automobiles, steel, iron and electronics—could reshape supply chains, enhance export competitiveness and influence pricing in both countries. Explore the full report to understand key opportunities and challenges created by this evolving bilateral trade landscape.

Insight Report | May 1, 2025 Premium

The Impacts of US Tariffs: Assessing Companies’ International Sourcing Exposure by Country

Which retail companies face high risk from tariffs? We chart and detail the sourcing exposure of selected Coresight 100 retailers and brand owners to various countries, with a focus on nations that are subject to high reciprocal tariff rates.