Insight Report | February 20, 2026 Premium Return to Uncertainty for Retail: Supreme Court Strikes Down US TariffsWe provide our initial thoughts on the implications for retail of the Supreme Court’s February 20, 2026 decision on tariffs. Read More
Insight Report | February 19, 2026 Premium February 2026 US Retail Sales Outlook: Positive Indicators Signal Robust Growth AheadThe US Retail Sales Outlook series from Coresight Research includes proprietary, ML-driven retail sales projections and analysis of the macroeconomic context for retailing. Read More
Insight Report | February 18, 2026 Premium Earnings Insights 4Q25, Week 3: Birkenstock and Hermès Post Strong Growth; Crocs and Kering Face PressureEarnings Insights 4Q25 Week 3 tracks key retailers’ quarterly results, covering revenue, EPS, consumer demand and 2026 forecasts. Read More
Deep Dive | February 18, 2026 Databank Members Financial Optimism Remains Firm Since the Start of the Year: 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
Insight Report | February 18, 2026 Premium Retail Crime and Shrink: Lawmakers Step Up Enforcement; Retailers Double Down on Technology DeploymentsExplore how retail crime and shrink impact businesses, with insights on new enforcement laws, technology deployments and loss-prevention strategies. Read More
Deep Dive | February 16, 2026 Premium AI Insights: How World Models, VLA and Physical AI Advance Retail AutomationWorld models and physical AI are pushing retail automation beyond rigid conveyor and siloed-robot setups toward more adaptive systems that adjust to real operating conditions. Understand more in this AI Insights report. Read More
Insight Report | February 13, 2026 Premium December 2025 US Retail Sales: Strong Conclusion to Holiday Season, with 4% GrowthIn December 2025, US retail sales (excluding gasoline and automobile sales) increased by 4.3%, marking a strong conclusion to the holiday quarter. Using data from the US Census Bureau, we analyze US retail sales in December 2025, in total and by sector. Read More
Insight Report | February 12, 2026 Register for Free Access Retail-Tech Landscape: Israel—February 2026 UpdateIsrael’s retail-tech ecosystem comprises innovative companies offering solutions for wide-ranging applications, from supply chain logistics to the in-store consumer experience. Together with the Retail Innovation Club, we present selected startups in Israel that provide technologies through the retail value chain. Read More
Deep Dive | February 10, 2026 Databank Members Higher- and Lower-Income Consumers Drive Financial Optimism to Four-Month High: 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
Insight Report | February 10, 2026 Premium US CPG Sales Tracker: E-Commerce Jumps by One-Quarter as Online Food Sales Surge by One-ThirdIn our latest US CPG Sales Tracker, we assess the recent exceptional e-commerce growth in food & beverages and health & beauty, as well as a strong in-store sales performance. Read More
Deep Dive | February 9, 2026 Premium Playbook: Retail’s Alternative Revenue Models—Monetizing Media, Data and InfrastructureDiscover strategies retailers can use to unlock new revenue streams and enhance profitability, resilience and long-term growth. Read More
Insight Report | February 5, 2026 Premium Drugstore Decimation: Assessing Rite Aid’s Closures, and Which Competitors Stand To GainWe explore which major drugstore rivals may gain the most from the closure of the Rite Aid chain in 2025, which liquidated its store estate by early October 2025. The report focuses on three major retailers in the sector: Rite Aid (now defunct), CVS Health and Walgreen Co. (formerly Walgreens Boots Alliance). Read More
Deep Dive | February 4, 2026 Databank Members Seasonal Shopping, 1Q26—Expectations for Valentine’s Day and Presidents’ Day: US Consumer Survey Insights ExtraWill US consumers spend on key events in the first quarter this year? This month’s US Consumer Survey Insights Extra—Seasonal Shopping report analyzes consumer expectations for Valentine’s Day and Presidents’ Day, as well as for the end-of-year holiday season. Read More
Insight Report | February 4, 2026 Premium Chinese New Year 2026: Four Trends To Expect for the Year of the Horse2026 Chinese New Year trends show how extended holidays, emotional spending, instant retail, and travel will reshape consumer behavior and retailer strategies. Read More
Deep Dive | February 4, 2026 Databank Members Consumer Sentiment Shows Modest Improvement in January: China Consumer Survey InsightsWe analyze proprietary survey data to track consumer sentiment and financial sentiments in China. This report shows steady optimism in January 2026. Read More