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 | January 27, 2025

Register for Free Access

The New Coresight 100: Leading the Retail Charge in 2025

The Coresight 100 spotlights 100 of the most impactful and influential retailers and brand owners that our readers and subscribers should pay attention to. We detail our selection methodology and dive into what’s new in the Coresight 100 for 2025. We also provide a breakdown of the list by sector and geography.

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.

Company Profile | January 22, 2025 Premium

American Eagle Outfitters (NYSE: AEO) Company Profile

American Eagle Outfitters is a US-based retailer of accessories, clothing, footwear and personal care products. Headquartered in Pittsburgh, the company operates stores in Canada, China, Hong Kong, Mexico and the US.

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.

Market Navigators/Market Outlook | December 23, 2024 Premium

Retail 2025: India Retail Predictions

We present six predictions for the retail market in India around key trends in 2025. From quick commerce to GenAI (generative artificial intelligence), discover the trends you need to stay on top of in Indian commerce.

Insight Report | December 19, 2024 Premium

Retail Shrink and ORC: Safety Concerns Grow Among Frontline Workers; Mixed Reports on Shrink from Kroger, Nordstrom and Ulta Beauty

We present the latest developments in retail shrink in the US and the UK, including data on shoplifting and worker safety. Plus, dive into recent commentary on shrink from retailers in the US and Canada, including Kroger, Nordstrom and Ulta Beauty.

Market Navigators/Market Outlook | December 10, 2024 Premium

US Mass Merchandisers, Warehouse Clubs and Discount Stores—Retail 2025 Sector Outlook: Essentials To Fuel Revenue Growth

Discover directional market insights and themes to watch in US mass merchandise, warehouse club and discount retailing in 2025. We touch on trade tensions, physical expansion, demand for value-based pricing and more.

Deep Dive | December 10, 2024 Databank Members

Holiday 2024—Black Friday Boosts Seasonal Shopping: US Consumer Survey Insights

Did Black Friday make a splash? Which retailers attracted shoppers? We analyze new survey findings on US consumers’ shopping behavior during Black Friday as well as holiday shopping trends. Find out which retailers and categories are dominating the holiday season. Plus, we assess overall consumer sentiment regarding their personal finances and the economy.

Deep Dive | December 5, 2024 Databank Members

Generational Trends in Shopper Behavior: US Consumer Survey Insights Extra

Gen Zers, millennials, Gen Xers, baby boomers: How do their shopping habits compare? Dive into generational trends in consumer preferences and behavior in this US Consumer Survey Insights Extra report. We present survey-driven analysis of where shoppers make purchases and what they are buying, with findings broken down by age.

Company Profile | November 16, 2024 Premium

Tesco (LSE: TSCO) Company Profile

Tesco is a UK-based grocer that offers consumers groceries, fuel and various general merchandise products. Headquartered in Hertfordshire, England, the company currently operates 4,542 stores in the UK and central Europe, excluding franchise stores.

Company Profile | November 16, 2024 Premium

Ulta Beauty, Inc. (NasdaqGS: ULTA) Company Profile

Ulta Beauty is a US-based beauty retailer, headquartered in Bolingbrook, Illinois, offering more than 25,000 products across more than 600 brands, including its private-label selections.

Company Profile | November 16, 2024 Premium

Sprouts Farmers Market (NASDAQ: SFM) Company Profile

Sprouts Farmers Market is a US-based grocer that offers consumers a variety of grocery products, as well as health and beauty items. Headquartered in Phoenix, Arizona, the company currently operates 419 stores across 23 US states.