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 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 24, 2025 Premium

US Department Stores—Real Estate Insights: The Strategic Real Estate Reset from Flagships to Footprint

Discover how US department stores are evolving their store estates in this Real Estate Insights report.

Infographic | October 30, 2025 Premium

Sector Focus: Department Stores—Data Graphic

Our Sector Focus data graphics feature the latest survey findings on US retail sectors and categories. Dive into the US department store sector in this graphic.

Market Navigators/Market Outlook | October 22, 2025 Premium

US Beauty Retailing: Market Forecast and Competitive Landscape—From Rebound to Reinvention in 2026

As part of our 2025 Market Navigator on beauty retailing in the US, we highlight key developments in market growth, category dynamics, retail channel shifts and consumer behavior we have seen in 2025, as well as our estimates for the market through 2029.

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 | September 16, 2025 Databank Members

Lower-Income Sentiment Continues to Weaken; Plus, Off-Price and Dollar Stores in Focus: US Consumer Survey Insights

How is US consumers’ sentiment changing amid new tariffs? We review our latest US consumer data on consumer sentiment. This week, we also analyze consumer shopping behavior at off-price and dollar stores.

Deep Dive | September 10, 2025 Databank Members

Who Shops Where? 2025 Shopper Demographics: US Consumer Survey Insights Extra

We examine who shops at different major US retailers for food and nonfood, as well as offering a closer look at shopper demographics for apparel, footwear and beauty retailers. This US Consumer Survey Insights Extra report takes a deep dive into our weekly survey data by building shopper profiles.

Insight Report | July 15, 2025 Premium

Amazon Prime Day 2025 Wrap-Up: US Purchase Rate Jumps as Retail Rivalry Heats Up—Exclusive Data Insights

Amazon Prime Day 2025 has firmly established itself as a powerful midyear retail catalyst. This report explores consumer engagement during Amazon Prime Day 2025, evaluates the event’s performance and assesses the impact of rival sales events in shifting consumer spending.

Insight Report | July 8, 2025 Premium

Amazon Prime Day 2025 Evolves into a Retail Ecosystem: Five Insights on a Transforming Midyear Sales Season

Amazon Prime Day 2025 has become a high-impact, mid-year retail battleground. Major retailers are responding with multi-day events, deeper discounts and loyalty-driven strategies. This report outlines five key insights shaping this evolving retail landscape.

Deep Dive | March 5, 2025 Premium

US Retail—Real Estate Insights: Embracing Small Store Formats, Immersive Experiences and Emerging Technologies

Explore how small-format stores, technology integration and immersive retail experiences are becoming success factors for retailers. We also analyze store openings and closures, as well as recent traffic trends, to shed light on the relationship between retailers and real estate companies.

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.

Deep Dive | October 18, 2024 Premium

Holiday 2024: US Consumer Survey and Retail Outlook—Early Shopping and Deal-Seeking To Define the Season

Where, when and how will US consumers spend for holiday 2024? We analyze proprietary survey data to offer critical insights on the shape of demand and consumers’ shopping expectations for the holiday season.

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 | September 3, 2024 Databank Members

Department Stores in Focus—Kohl’s and Macy’s Lead the Way: US Consumer Survey Insights

Which department stores are popular, and what are department-store shoppers buying? We analyze new survey findings to assess US consumers’ behaviors and sentiment—this week, with an added focus on the department store sector.