December 18, 2025 Deep Dive 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 ApparelWe 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.
December 17, 2025 Event Coverage Premium Saving $4.5 Billion as “Client Zero”: Insights from the IBM “AI at Scale” Conference—From Potential to PerformanceAs of the end of 2025, IBM will have achieved annual cost improvements of $4.5 billion, across every aspect of its business: marketing, sales, supply chain and back-office functions.
December 16, 2025 Infographic Premium 2026 Sector Outlook: US Drugstore Retailing—Strong Volume Growth amid Margin PressureThis report, part of our Retail 2026 Sector Outlooks, presents directional market insights and themes to watch in US drugstore retail.
December 16, 2025 Event Coverage Premium AWS Re:Invent 2025: Five Insights from a Flood of Agentic AI Announcements by AmazonThe 2025 AWS Re:Invent conference covered a platform for widespread software modernization, new powerful frontier agents, and tools for agent development, monitoring and optimization.
December 12, 2025 Infographic Premium Sector Focus: Off-Price Shopping—Data GraphicOur Sector Focus data graphics feature the latest survey findings on US retail sectors and categories. Dive into the off-price sector in this graphic.
December 12, 2025 Store Tracker Premium Weekly US Store Openings and Closures Tracker 2025, Week 50: Dollar General To Open More Than 450 Stores in 2026Our 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 Dollar General, Best Buy, Dollar Tree, Aerie, Best Buy, more.
December 9, 2025 Market Navigators/Market Outlook Premium US Drugstore and Pharmacy Retailing: Market Forecast and Competitive Landscape—The Pharmacy ShakeoutThe US drugstores and pharmacies market is resetting in 2025, with holding the market share and being relevant becoming the key competitive challenge in the market.
December 8, 2025 Market Navigators/Market Outlook Premium US Drugstore and Pharmacy Retailing: Themes, Concepts and Innovators—Rightsizing for Relevance; Smaller Footprints for a Bigger ImpactWe explore the key trends and themes we are watching in the drugstore space, such as consolidation, Walgreens’ privatization, the closure of Rite Aid and private label growth. We also showcase our blue-sky thinking for the sector and the retail innovators we are watching.
December 7, 2025 Analyst Corner Register for Free Access Analyst Corner: Five Key Insights from US Black Friday 2025 and What They Mean for the Rest of Holiday 2025, with Anand KumarThe report highlights presents five standout insights from Black Friday 2025 that provide meaningful signals for the balance of the holiday 2025 season.
December 5, 2025 Store Tracker Premium Weekly UK Store Openings and Closures Tracker 2025, Week 49: Claire’s Closes 150 Stores; Oliver Bonas To Open 20 StoresOur 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 Claire’s, Oliver Bonas, Miniso, Next, Iceland, The Entertainer, Pop Mart and more.
December 5, 2025 Store Tracker Premium Weekly US Store Openings and Closures Tracker 2025, Week 49: Claire’s Closes 146 More Stores Than AnnouncedOur 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 Claire’s Aerie, American Eagle Outfitters, Signet Jewelers, more.
December 3, 2025 Deep Dive Premium Holiday 2025 Survey Insights: Shopping Ramps Up Ahead of Black FridayWe review our latest data and provide an in-depth analysis of consumers’ holiday shopping behavior.
December 3, 2025 Deep Dive Databank Members Financial Sentiment Recovers; Tariff Pessimism Improves; Inflationary Trade-Down Persists: US Consumer Survey InsightsHow 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.
December 1, 2025 Deep Dive Premium Black Friday 2025: Key Insights from US Stores—Solid Shopper Demand, Some True Doorbusters and Greater Omnichannel IntegrationOn 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.
December 1, 2025 Insight Report Premium Aldi vs. Lidl US Store Openings: Mapping Retail Real Estate Changes with the Store Intelligence PlatformDive into the details of Aldi’s and Lidl’s US store openings in 2025, with exclusive real estate data from the new Store Intelligence Platform from Coresight Research.