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.

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.

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.

Insight Report | March 12, 2025 Premium

Earnings Insights 4Q24, Week 6: Sales Decline for Kroger, Macy’s, Ross Stores and Other Retailers

Our weekly Earnings Insights reports feature highlights from recent management commentary from major retailers within our Coresight 100 coverage list as they report fourth-quarter 2024 earnings. This week, discover highlights from major companies that reported in the week ended March 9, 2025, including Adidas, Best Buy, Kroger, Macy’s, Prada, Ross Stores and Target.

Deep Dive | February 12, 2025 Databank Members

Luxury Shopping in Focus; Sentiment Slumps Overall Amid Tariffs: US Consumer Survey Insights

Which luxury brands are popular among US consumers? What are luxury shoppers buying? Dive into our sector-focused insights and discover how overall consumer sentiment is tracking with our new survey findings.

Insight Report | February 6, 2025 Premium

Earnings Insights 4Q24, Week 1: Levi Strauss, P&G, Walgreens and Others Post Sales Growth, While Burberry and Kimberly-Clark Report Declines

Our weekly Earnings Insights reports feature highlights from recent management commentary from major retailers. This week, there are highlights from companies that reported in the week ended January 31, 2025, including Albertsons, Procter & Gamble and Tractor Supply Company, among others.

Company Profile | February 26, 2024 Premium

Burberry Group (LSE: BRBY) Company Profile

Burberry Group plc is a manufacturer and retailer of luxury goods headquartered in London, England. The company operates in 40 markets including Canada, China, Japan, Korea, the UK and the US.

Store Tracker | August 3, 2022 Databank Members

US Store Tracker Extra, July 2022: Retailers To Open 75 Million Square Feet of New Retail Space in 2022

The US Store Tracker Extra monthly series offers insight into retailers’ store closure and opening announcements. We include details on closures and openings as a percentage of total store base as well as square-footage impact. This report also offers a comparison between year-to-date announced closures and openings, as of July 29, 2022, versus the comparable period in 2021.

Deep Dive | July 19, 2022 Premium

Influencer Marketing in Luxury: Video-First and Virtual

We discuss how luxury brands can use influencers to drive sales, what younger consumer audiences seek and the future of luxury influencer marketing.

Insight Report | June 13, 2022 Premium

Metaverse Fashion Set To Boom, As Consumers Are Keen To Show Their Digital Styles and Identities

We analyze opportunities for the fashion industry in the metaverse, covering product sales, marketing and brand building. While the metaverse is still in its infancy, half of the fashion brands and retailers in the Coresight 100 have entered the space.

Insight Report | May 31, 2022 Premium

Supply Chain Briefing: Lockdowns in China and Cyberattacks Rattle Supply Chains While Acquisition Activity Heats Up

As part of our Supply Chain Briefing series, we examine how the lockdowns in Shanghai, Shenzhen and other cities in China continue to disrupt the supply chain, the threat of cyberattacks in supply chains, recent logistics-related acquisitions and the potential impact of the FABRIC Act.

Market Navigators/Market Outlook | May 26, 2022 Premium

Market Outlook: Global Luxury—Digitalization and Localization To Drive Market Growth

In our most recent Market Outlook, we examine the scale, composition and trajectory of the global personal luxury market, discuss the factors driving its growth and cover market themes we are watching.

Deep Dive | March 15, 2022 Premium

Luxury Brands: To DTC or Not To DTC?

Luxury brands have been gravitating toward the direct-to-consumer (DTC) model for years, and the pandemic has boosted this shift, putting the wholesale model in a fix. In this report, we discuss the DTC model in luxury retail.

Deep Dive | February 28, 2022 Premium

Luxury in the Metaverse: Recent Developments and Future Potential

We believe that the metaverse is set for tremendous growth and that luxury’s role will grow increasingly prominent. We present examples of recent developments in the space by luxury brands and explore the future potential of the luxury metaverse, including the technology innovators that are supporting the luxury metaverse and key considerations for players looking to build a virtual presence.

Deep Dive | December 2, 2021 Premium

E-Commerce Outlook: Global Luxury—Pandemic-Driven Uncertainty To Fuel Growth

As with other retail sectors, 2020 ushered in a new era for luxury—the age of e-commerce. We discuss the trajectory of the global luxury e-commerce market and its major drivers. We also examine the competitive landscape, market innovators and key themes for 2022 and beyond.

Deep Dive | November 15, 2021 Premium

10 Trends in Global Luxury

After so much disruption in 2020 amid the pandemic, 2021 is proving to be a year of change and recovery for the luxury sector. We present 10 key luxury trends and identify strategies for brands and retailers to best capitalize on momentum in each area in 2021 and beyond.