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.

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 9, 2026 Premium

Weekly US Store Openings and Closures Tracker 2026, Week 1: Retailers Announce More Than 1,000 Store Openings for 2026

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 Walgreens, Carter’s, Dollar General, Tractor Supply and more.

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.

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 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.

Company Profile | August 12, 2025 Premium

Wayfair, Inc. (NYSE: W) Company Profile

Wayfair is a US-based retailer of home goods, including décor, furniture and houseware. Headquartered in Boston, Massachusetts, the company operates stores in Canada, Germany, the UK and the US (its primary market).

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 | August 27, 2024 Premium

Earnings Insights 2Q24, Week 5: Ross Stores, Target and TJX Among the Companies Reporting Sales Growth This Week

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 August 25, 2024, including BJ’s Warehouse Club, Coty, Macy’s, Target and The TJX Companies.

Insight Report | August 5, 2024 Premium

Earnings Insights 2Q24, Week 2: Positive Results from Colgate-Palmolive, Crocs, Deckers Outdoor and More

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 August 4, 2024, including Carter’s, Columbia Sportswear, Crocs, Deckers Outdoor, Gildan Activewear, L’Oréal, Procter & Gamble and Sprouts Farmers Market, among others.

Insight Report | July 8, 2024 Premium

1Q24 US Retail Inventory Insights: Inventory Turnover Ratios Improve Amid Economic Resilience

Our quarterly US Retail Inventory Insights series analyzes inventory trends in US retail. In this report, delve into trends by sector and inventory turnover ratios among major US retailers in 1Q24, and discover key management commentary on inventory levels.

Deep Dive | June 19, 2024 Premium

1Q24 US Earnings Season Wrap-Up: Many Retail Companies Post Strong Sales Results

We analyze the recent performance of selected retailers, brands and e-commerce platforms in the first quarter of 2024, covering revenues, earnings per share and comps, considering consensus estimates and year-over-year changes.

Insight Report | May 7, 2024 Premium

Earnings Insights 1Q24, Week 2: Amazon, CVS and Estée Lauder Report Positive Sales Growth; Clorox and Wayfair Post Sales Declines

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on first-quarter 2024 earnings from companies that reported in the week ended May 5, 2024, including Amazon, Clorox, CVS Health, Estée Lauder and Sprouts Farmers Market, among others.