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

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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.

Deep Dive | December 3, 2025 Premium

Holiday 2025 Survey Insights: Shopping Ramps Up Ahead of Black Friday

We review our latest data and provide an in-depth analysis of consumers’ holiday shopping behavior.

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.

Deep Dive | November 28, 2025 Premium

US Black Friday 2025: Early Read—Early-Morning Footfall Points to a Selective Return of the Black Friday Store Energy

Today, the Coresight Research team is undertaking its annual Black Friday store tours. We present an early read on the shopping event, including insights into crowd levels, promotions, inventory volume and staffing levels.

Deep Dive | November 25, 2025 Premium

Holiday 2025 Survey Insights: Holiday Shopping Jumps As Shutdown Impact Fades

We review our latest data and provide an in-depth analysis of consumers’ holiday shopping behavior.

Deep Dive | November 25, 2025 Premium

Holiday 2025: Black Friday Preview—Value, AI and Extended Promotions To Drive Sales This Year

As part of our coverage of the 2025 holiday season, Coresight Research examines the potential of Black Friday this year (November 28), including proprietary survey data on consumers’ shopping intentions and major retailers’ Black Friday plans and promotions.

Deep Dive | November 19, 2025 Premium

Holiday 2025 Survey Insights: Government Shutdown Impacts One-Third of Holiday Shoppers

We review our latest data and provide an in-depth analysis of consumers’ holiday shopping behavior.

Insight Report | November 13, 2025 Premium

Singles’ Day 2025 Around the World—Global Observations

Discover Singles’ Day 2025 global retail observations.

Deep Dive | November 11, 2025 Premium

Holiday 2025 Survey Insights: Discount Retailers Dominate Top 10 as Government Shutdown Impacts

We review our latest data and provide an in-depth analysis of consumers’ holiday shopping behavior.

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 29, 2025 Databank Members

High-Income Consumers’ Economic Optimism at Five-Month Low; Holiday Shopping Accelerates: US Consumer Survey Insights

We review our latest data on US consumer sentiment and provide an in-depth analysis of consumers’ holiday shopping behavior.

Store Tracker | October 23, 2025 Databank Members

Canada Store Openings and Closures Tracker 2025: Store Openings Edge Past Closures as Costco, Sephora and Uniqlo Expand

The Canada Store Openings and Closures Tracker series reports on announced and actual store openings and closures in Canada. In this report, we include highlights from Costco, Sephora, Uniqlo 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.