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.

Infographic | June 3, 2025 Premium

US Online Grocery Survey 2025: Full-Basket Orders Increase as Delivery Retains Its Dominance—Infographic

In our eighth annual US online grocery survey, we delve into the purchasing patterns of online grocery shoppers, including their product choices, preferred retailers and fulfillment preferences. Discover key insights from our most recent survey with this infographic.

Deep Dive | June 2, 2025 Premium

US Online Grocery Survey 2025: Full-Basket Orders Increase as Delivery Retains Its Dominance

In our eighth annual US online grocery survey, we delve into the purchasing patterns of online grocery shoppers, including their product choices, preferred retailers and fulfillment preferences.

Deep Dive | May 20, 2025 Databank Members

Positive Sentiment Trend Comes to an End; Kohl’s Leads in Department Store Shopping: US Consumer Survey Insights

Which department stores are popular among US consumers? What are department store shoppers buying? Dive into our sector-focused insights and discover how overall consumer sentiment is tracking with our new survey findings.

Insight Report | May 19, 2025 Premium

RetailTech: Three Technologies Landlords Can Use to Take Malls to the Next Level

From smarter foot-traffic insights to real-time building optimization and lease management, a new generation of technologies is reshaping what’s possible for mall operators. We explore how landlords can transform shopping centers into data-powered environments that are more efficient, intelligent and profitable.

Deep Dive | May 8, 2025 Premium

Tariff Anxiety Hits the Supermarket: US Consumers Turn Cautious When Shopping for Groceries

We explore the evolving landscape of US grocery retailing, shaped by economic pressures and evolving consumer priorities. Understand shifts in consumers’ food shopping behavior and discover AI (artificial intelligence)-powered strategies for grocery retailers to adapt and improve efficiency.

Insight Report | May 1, 2025 Premium

The Impacts of US Tariffs: Assessing Companies’ International Sourcing Exposure by Country

Which retail companies face high risk from tariffs? We chart and detail the sourcing exposure of selected Coresight 100 retailers and brand owners to various countries, with a focus on nations that are subject to high reciprocal tariff rates.

Insight Report | April 1, 2025 Premium

Dollar Tree To Divest Family Dollar: Here’s What It Means—Consumer + Real Estate Data Analysis

We offer our take on the sale of the Family Dollar business by Dollar Tree, Inc., which was announced on March 26, 2025. Discover the key factors in Dollar Tree’s integration struggles with Family Dollar and what the acquisition agreement means for Dollar Tree, Family Dollar and other retailers.

Deep Dive | April 1, 2025 Databank Members

Seasonal Shopping, 2Q25—Expectations for Easter, Memorial Day, Mother’s Day, Father’s Day; Plus, Holiday 2025 Plans: US Consumer Survey Insights Extra

Will US consumers celebrate or spend on key events in the second quarter this year? This month’s US Consumer Survey Insights Extra—Seasonal Shopping report analyzes consumer expectations for Easter, Memorial Day, Mother’s Day and Father’s Day, as well as for the end-of-year holiday season.

Insight Report | March 12, 2025 Premium

Earnings Insights 4Q24, Week 6: Sales Decline for Kroger, Macy’s, Ross Stores and Other Retailers

Our weekly Earnings Insights reports feature highlights from recent management commentary from major retailers within our Coresight 100 coverage list as they report fourth-quarter 2024 earnings. This week, discover highlights from major companies that reported in the week ended March 9, 2025, including Adidas, Best Buy, Kroger, Macy’s, Prada, Ross Stores and Target.

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 | March 5, 2025 Databank Members

Inflation Awareness Rises; Economic Sentiment Falls to Six-Month Low: US Consumer Survey Insights

What are US consumers’ perceptions of inflation, and how are they changing their spending habits as a result? We analyze new survey findings on consumers’ inflation-combating strategies when shopping for food and nonfood products, and present an update on their expectations for the economy.

Deep Dive | March 4, 2025 Databank Members

Where Shoppers Live vs. Where They Shop: US Consumer Survey Insights Extra

Dive into regional trends in food and nonfood shopping in the US. We analyze proprietary consumer survey findings to identify the most popular retailers and break down shopper penetration rates across four regions and nine subregions.

Deep Dive | February 26, 2025 Databank Members

Beauty Shopping in Focus; Economic Sentiment Turns Negative: US Consumer Survey Insights

From the dominance of Walmart and Amazon to the most popular product categories, dive into our survey-driven insights on beauty shopping in the US. Plus, understand how overall consumer sentiment is tracking as expectations for the economy turn negative.

Deep Dive | February 18, 2025 Databank Members

Department Stores in Focus; Plus, Consumer Sentiment Latest: US Consumer Survey Insights

From the dominance of Kohl’s to the popularity of apparel categories, dive into our survey-driven insights on department store shopping. Plus, what are consumers’ expectations for the economy and their personal finances? Discover how overall consumer sentiment is tracking in this weekly research report series.

Insight Report | February 13, 2025 Premium

Retail Shrink and ORC: Cargo Theft Hits Record Levels in the US, Retail Crime Costs Soar in the UK

We present the latest developments in retail shrink in the US and Europe, including retail crime costs, cargo theft rates and shoplifting data. Plus, discover news about loss-prevention technologies and dive into recent commentary on shrink from Albertsons and Walgreens.