Infographic | December 18, 2025 Premium 2026 Sector Outlook: US Apparel and Footwear Retailing—Moderate Growth in a Stabilizing Macro EnvironmentThis report, part of our Retail 2025 Sector Outlooks, presents directional market insights and themes to watch in US apparel and footwear retailing. Read More
Infographic | December 18, 2025 Premium 2026 Sector Outlook: US CPG—Volume Growth, GLP-1 Influence and Digital Acceleration To Drive CPG GrowthExplore 2026 trends in the US CPG sector, focusing on AI, health-driven innovations, and premiumization, as companies adapt to shifting consumer behaviors and economic pressures. Read 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 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. Read More
Event Coverage | December 18, 2025 Premium CES 2026 Preview: A Guide to What Retailers Should See and DoOur CES 2026 Preview covers the retail track, major themes, keynotes, startups. Read More
Infographic | December 17, 2025 Premium 2026 Sector Outlook: US Mass Merchandisers, Warehouse Clubs and Discount Retailers—Warehouse Clubs To Lead Growth amid Sustained Value-Seeking BehaviorThe 2026 outlook for US mass merchandisers, warehouse clubs and discount retailers highlights growth, challenges and shifting consumer behavior. Read More
Infographic | December 17, 2025 Premium 2026 Sector Outlook: US Department Stores Retailing—A Slowing Decline amid Strategic ResetThis report, part of our Retail 2026 Sector Outlooks, presents directional market insights and themes to watch in US department store retail. Read More
Insight Report | December 17, 2025 Premium October 2025 US Retail Sales: Strong Start to the Holiday Quarter Despite Government Shutdown and Dwindling Consumer SentimentIn October 2025, US retail sales (excluding gasoline and automobile sales) increased by 4.5%, an acceleration from the previous month. Using data from the US Census Bureau, we analyze US retail sales in October 2025, in total and by sector. Read More
Event Coverage | December 17, 2025 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. Read More
Deep Dive | December 16, 2025 Databank Members Financial Sentiment Turns Positive Ahead of Rate Cut: US Consumer Survey InsightsHow are US consumers’ sentiment and shopping behavior changing amid tariffs and rate cuts? We review our latest US consumer data on consumer sentiment Read More
Infographic | December 16, 2025 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. Read More
Infographic | December 16, 2025 Premium 2026 Sector Outlook: US Beauty Retailing—Fragrance, GLP-1 and Science-Led Innovation To Drive ExpansionExplore 2026 trends in US beauty retailing, including AI, wellness and fragrance growth, as the sector shifts toward science-backed and personalized innovation. Read More
Event Coverage | December 16, 2025 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. Read More
Infographic | December 15, 2025 Premium 2026 Sector Outlook: US Retail—Steady Retail Expansion in a More Stable Economic EnvironmentDiscover how economic stability, evolving consumer behaviors, and technological innovations are reshaping the US retail and e-commerce sector in 2026. Read More
Insight Report | December 12, 2025 Premium US CPG Sales Tracker: Health and Beauty Lead Growth Amid E-Commerce SlowdownRead this report to understand how growth is shifting in US CPG, in store and online. Key categories include food, beauty and general merchandise. Read More
Store Tracker | December 12, 2025 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. Read More