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.

Market Navigators/Market Outlook | December 9, 2025 Premium

US Drugstore and Pharmacy Retailing: Market Forecast and Competitive Landscape—The Pharmacy Shakeout

The US drugstores and pharmacies market is resetting in 2025, with holding the market share and being relevant becoming the key competitive challenge in the market.

Market Navigators/Market Outlook | December 8, 2025 Premium

US Drugstore and Pharmacy Retailing: Themes, Concepts and Innovators—Rightsizing for Relevance; Smaller Footprints for a Bigger Impact

We explore the key trends and themes we are watching in the drugstore space, such as consolidation, Walgreens’ privatization, the closure of Rite Aid and private label growth. We also showcase our blue-sky thinking for the sector and the retail innovators we are watching.

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 | 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 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

Holiday 2025: A Deeper Analysis of the SNAP Impact on Holiday Sales; Recently Lowered US Retail Sales Growth Estimates

This report analyzes impact of the delayed SNAP payments on US retail sales, probing into the effect of some states making payments in disregard of federal government orders.

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.

Deep Dive | November 4, 2025 Databank Members

Financial Sentiment Turns Negative; Tariff Pessimism Deepens; Inflationary Trade-Down Persists: US Consumer Survey Insights

We examine how US consumer sentiment and shopping habits are evolving under new tariffs, focusing on perceptions of tariff impacts and reactions to inflation.

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.

Deep Dive | October 14, 2025 Databank Members

Higher-Income Sentiment Declines; Holiday Shopping Lull Before a Promotional Surge: US Consumer Survey Insights

How is US consumer sentiment changing? We review our latest weekly data on financial and economic sentiment, plus we analyze consumers’ shopping for holiday 2025.

Deep Dive | October 9, 2025 Databank Members

Seasonal Shopping, 4Q25—Early Spending Momentum Sets the Tone for the Holiday Season: US Consumer Survey Insights Extra

Will US consumers celebrate or spend on key events in the fourth quarter this year? This month’s US Consumer Survey Insights Extra—Seasonal Shopping report analyzes consumer expectations for Halloween, Amazon Prime Big Deal Days, Single’s Day and Black Friday, as well as looking back at how consumers celebrated Labor Day, back-to-school shopping and Amazon Prime Day in the third quarter.