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.

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.

Store Tracker | November 28, 2025 Databank Members

Weekly US Store Openings and Closures Tracker 2025, Week 48: American Signature, Bed Bath & Beyond and Saks To Close Stores

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 by Foot Locker, Alimentation Couche-Tard, Bath & Body Works, more.

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.

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.

Store Tracker | October 3, 2025 Databank Members

Weekly US Store Openings and Closures Tracker 2025, Week 40: Toys“R”Us Continues To Expand

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 by Ace Hardware, Lululemon Athletica, Toys“R”Us and more.

Deep Dive | July 9, 2025 Databank Members

Consumer Sentiment Declines; Plus, Apparel and Footwear Shopping in Focus: US Consumer Survey Insights

Are looming tariffs impacting US consumer sentiment? Understand the consumer mindset with our comprehensive data on financial and economic expectations. Also this week, we dive into apparel and footwear shopping trends, uncovering popular retailers, brands and products.

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.

Deep Dive | January 23, 2025 Premium

Holiday 2024: US Retail Wrap-Up—Apparel and Amazon Dominate Spending

Coresight Research concludes our coverage of the 2024 holiday season in US retail. We explore proprietary consumer survey data, store-visit (traffic) data, earnings updates from major retailers and retail sales data from the US Census Bureau, providing you with the key takeaways you need to start 2025.

Deep Dive | January 21, 2025 Databank Members

Apparel and Footwear Shopping in Focus—Amazon and Walmart Lead; NIKE Ranks as Top Brand: US Consumer Survey Insights

Where are US consumers shopping for apparel and footwear, and what categories are they buying? Dive into our sector-focused insights and discover how overall consumer sentiment is tracking with our new survey findings.

Insight Report | January 7, 2025 Premium

3Q24 US Retail Inventory Insights: Apparel, Off-Price and Warehouse Club Retailers Expand Inventories for the Holidays

Our quarterly US Retail Inventory Insights series analyzes inventory trends in US retail. In this report, dive into trends by sector and inventory turnover ratios among major US retailers in the third quarter of 2024. Discover key management commentary on inventory levels as retailers begin 2025.

Deep Dive | December 24, 2024 Premium

3Q24 US Earnings Season Wrap-Up: Most Companies Post Positive Growth Results

We analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies mostly based in the US) in the third quarter of 2024, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes.

Insight Report | September 3, 2024 Premium

Earnings Insights 2Q24, Week 6: Mixed Results from Bath & Body Works, Best Buy and Burlington

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on second-quarter 2024 earnings from companies that reported in the week ended September 1, 2024, including Bath & Body Works, Best Buy and Burlington.

Deep Dive | August 12, 2024 Premium

Fashion Footprint: Real Estate Expansion and Store Downsizing in the US Apparel Retail Market

We explore various apparel and footwear companies’ store opening and closure strategies over the past few years. We also dive into recent store traffic data, providing a comprehensive understanding of how apparel retailers are changing their physical footprints in 2024.