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
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
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
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
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
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
Insight Report | January 28, 2026 Premium CEO Brief: 2026 US Macroeconomic Outlook—Incremental or Inflection Point?We consider the US macroeconomic outlook for 2026, including metrics that directly impact the consumer economy and retail for the new year. Read More
Insight Report | January 27, 2026 Premium Amazon To Close Amazon Fresh and Amazon Go Grocery ChainsAmazon has announced plans to close its Amazon Fresh (57 stores) and Amazon Go (15 stores) grocery chains in the US, with some conversions to Whole Foods Market stores. We review proprietary data to explore the implications. Read More
Insight Report | January 26, 2026 Premium CEO Brief: Coresight Research Agenda for 2026—Retail’s Strategic ImperativesCoresight Research has developed its research agenda framework for 2026. A major emphasis in this framework is that retailers have opportunities to grow margin, even if their options to grow sales meaningfully may sometimes be more limited. Read More
Insight Report | January 23, 2026 Premium 2026 Retail Predictions: Global—Five Forces Redefining Retail Performance WorldwideExplore five forces set to redefine global retail in 2026—from fragmented consumer resilience and agentic AI adoption to experiential retail, supply chain agility, and the rise of retail media as a core profit engine. Read More
Insight Report | January 22, 2026 Premium January 2026 US Retail Sales Outlook: Projecting More Than 3% Growth as Retail Outlook Score ImprovesThe 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 | January 20, 2026 Premium 3Q25 Retail Inventory Insights: Execution Discipline Drives Performance into Holiday 2025Our quarterly US Retail Inventory Insights series analyzes inventory trends in US retail. Discover inventory turnover ratios by sector and for selected major retailers in the third quarter of 2025. Dive into key commentary on inventory trends, planning and challenges—with insights on holiday inventory, tariffs, diverging supply chain strategies, AI (artificial intelligence)-driven tools and more. Read More
