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.

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 24, 2025 Databank Members

Weekly UK Store Openings and Closures Tracker 2025, Week 43: Gap Returns To Physical Stores

Our Weekly UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the UK. This week, we highlight store openings and closures by The Original Factory Shop, Quality Discounts, Yours Clothing, Gap, Urban Outfitters, Footasylum 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.

Deep Dive | September 30, 2025 Databank Members

Economic Sentiment Remains Under Pressure; Plus, Apparel Shopping in Focus: US Consumer Survey Insights

How is US consumer sentiment changing? We review our latest US consumer data. We also analyze consumer shopping behavior at apparel retailers and brand owners.

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.

Deep Dive | July 28, 2025 Premium

Redefining Global Sourcing: What a US–India Trade Deal Means for Retailers and Manufacturers

Gain comprehensive insights into the US–India Bilateral Trade Agreement tariffs and their far-reaching impact on trade, manufacturing and consumer behavior. This in-depth research report examines how ongoing negotiations and potential tariff reductions in critical sectors—such as automobiles, steel, iron and electronics—could reshape supply chains, enhance export competitiveness and influence pricing in both countries. Explore the full report to understand key opportunities and challenges created by this evolving bilateral trade 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.

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 14, 2025 Premium

JCPenney Merges with SPARC Group to Form Catalyst Brands—What It Means for US Retail

What does the launch of Catalyst Brands reveal about broader retail trends? Explore the impacts of the JCPenney merger with SPARC Group on US retail.

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.