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 | March 13, 2026 Premium

Impact of Saks Store Closures on Competitors: Strategic Opportunities and Proximity Analysis

We explore which major retail competitors stand to gain the most from Saks Global’s 2026 store closures, including Macy’s, Nordstrom and off-price retailers like Marshalls and Ross Dress for Less. This report analyzes how these competitors are positioned to capture market share in key regions impacted by Saks’ exit.

Deep Dive | March 3, 2026 Databank Members

Financial Sentiment Falls Despite Supreme Court Move to Strike Down Tariffs: US Consumer Survey Insights

How are US consumers’ sentiment and shopping behavior changing amid tariffs and rate cuts? We review our latest US consumer data on consumer sentiment.

Deep Dive | February 24, 2026 Databank Members

Financial Optimism Hits Six-Month High; Consumers Adapt to Tariffs and Inflation: US Consumer Survey Insights

How are US consumers’ sentiment and shopping behavior changing amid tariffs and rate cuts? We review our latest US consumer data on consumer sentiment, consumers’ perceptions of the impacts of tariffs and consumers’ inflation awareness and responses to inflation.

Deep Dive | February 18, 2026 Databank Members

Financial Optimism Remains Firm Since the Start of the Year: US Consumer Survey Insights

How are US consumers’ sentiment and shopping behavior changing amid tariffs and rate cuts? We review our latest US consumer data on consumer sentiment.

Deep Dive | January 28, 2026 Databank Members

Sentiment, Tariffs and Inflation—What the Consumer Is Thinking: US Consumer Survey Insights

How are US consumers’ sentiment and shopping behavior changing amid tariffs and rate cuts? We review our latest US consumer data on consumer sentiment, consumers’ perceptions of the impacts of tariffs and consumers’ inflation awareness and responses to inflation.

Store Tracker | January 27, 2026 Premium

US Store Tracker Extra: Store Openings and Closures 2025 Review and 2026 Outlook

The Store Tracker Extra monthly series offers additional insight into retailers’ store closure and opening announcements. In this report, we provide our yearly review of store closures and openings in the US. We review calendar 2025, breaking the counts down by sector, and present our projections for 2026.

Store Tracker | January 16, 2026 Premium

Weekly US Store Openings and Closures Tracker 2026, Week 2: Saks Files for Bankruptcy; Macy’s To Close More Stores; Amazon Plans New Superstore

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 American Signature Furniture, Target, Piggly Wiggly, Macy’s, Lowe’s and more.

Deep Dive | January 13, 2026 Databank Members

Sentiment by Age—Younger Consumers Are More Optimistic but Older Consumers’ Sentiment Improves: US Consumer Survey Insights

How are US consumers’ sentiment and shopping behavior changing amid tariffs and rate cuts? We review our latest US consumer data on consumer sentiment.

Deep Dive | December 23, 2025 Databank Members

Overall Sentiment Declines Despite Rate Cut—But Higher Earners Are More Confident: US Consumer Survey Insights

How are US consumers’ sentiment and shopping behavior changing amid tariffs and rate cuts? We review our latest US consumer data on consumer sentiment.

Deep Dive | December 23, 2025 Premium

Holiday 2025 Survey Insights: Shopping Peak Nears as Two-Thirds Are Buying for the Holidays

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

Analyst Corner | December 21, 2025

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Analyst Corner: Learnings from Earnings, and Holiday-Season Insights, with John Mercer

What do 3Q25 retailer earnings tell us about consumer behavior in the 2025 holiday season? Discover highlights here.

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.

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 3, 2025 Databank Members

Financial Sentiment Recovers; Tariff Pessimism Improves; Inflationary Trade-Down Persists: US Consumer Survey Insights

How are US consumers’ sentiment and shopping behavior changing amid new tariffs? We review our latest US consumer data on consumer sentiment, impact of Federal Government Shutdown, consumers’ perceptions of the impacts of tariffs and consumers’ inflation awareness and responses to inflation.