Research

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.

Deep Dive | June 24, 2026 Premium

US Back to School 2026, Part 1: Early Shopping, Inflation Worries and Strategic Choices Shape BTS 2026

We kick off our US Back to School 2026 series of reports by diving into proprietary survey findings on US consumers’ spending expectations for the BTS (back-to-school) season. How much will BTS shoppers spend, and what will influence their purchase decisions? Find out in this comprehensive analysis of consumers’ plans for and attitudes to BTS shopping.

Deep Dive | June 15, 2026 Premium

Amazon Apparel US Consumer Survey 2026: Growth Opportunities in Value, AI and Omnichannel Retail

Now in its ninth year, the annual Amazon Apparel US Consumer Survey from Coresight Research identifies and analyzes evolving consumer behaviors on Amazon.com across the US apparel and footwear category.

Event Presentation | June 5, 2026 Premium

US Fashion Resale Market: Solid Growth Amid Inflationary Environment as Consumers Seek Value—Premium Subscriber Call

Discover the growth and challenges of the US fashion resale market in this presentation, with insights into consumer behavior, digital platforms and luxury resale trends.

Insight Report | June 2, 2026 Premium

Retail’s Tariff Refunds at Risk? US Government To Appeal Universal Refund Ruling

The U.S. Department of Justice filed a notice that it will appeal a judge’s authority to instruct universal refunds of tariffs previously collected under the International Emergency Economic Powers Act. What does this mean for retail companies? We explore the details and implications.

Event Presentation | May 29, 2026 Premium

The US Consumer: Inflation, Gas Prices, Sentiment and Learnings from Earnings Season

We assess the forces impacting the US consumer economy and retail sector, drawing on data on inflation, consumer sentiment, consumer spending and retail sales, as well as company earnings results and commentary. In this presentation, we discuss how US consumers are growing their spending in retail despite inflationary headwinds.

Insight Report | March 13, 2026 Premium

Impact of Saks Store Closures on Competitors: Strategic Opportunities and Proximity Analysis

We explore which major retail competitors stand to gain the most from Saks Global’s 2026 store closures, including Macy’s, Nordstrom and off-price retailers like Marshalls and Ross Dress for Less. This report analyzes how these competitors are positioned to capture market share in key regions impacted by Saks’ exit.

Analyst Corner | January 11, 2026

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Analyst Corner: US Apparel and Footwear Retailing—Key Distribution Channel Shifts in 2026

This week’s Analyst Corner previews key distribution channel shifts in the US apparel and footwear retail market as we look ahead to 2026.

Analyst Corner | December 21, 2025

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Analyst Corner: Learnings from Earnings, and Holiday-Season Insights, with John Mercer

What do 3Q25 retailer earnings tell us about consumer behavior in the 2025 holiday season? Discover highlights here.

Event Presentation | December 19, 2025 Premium

Retail Earnings Insights, 3Q25: Premium Subscriber Call

Compare performance and uncover trends in retailer earnings from the third quarter of 2025, in this presentation.

Infographic | December 18, 2025 Premium

2026 Sector Outlook: US Apparel and Footwear Retailing—Moderate Growth in a Stabilizing Macro Environment

This report, part of our Retail 2025 Sector Outlooks, presents directional market insights and themes to watch in US apparel and footwear retailing.

Deep Dive | December 3, 2025 Premium

Black Friday 2025 Around the World: Global Retail Observations

A brief look at our global team’s take on Black Friday 2025, highlighting in-store and online activity across Hong Kong, India, and the UK—including on-the-ground visits in the UK and India.

Store Tracker | October 31, 2025 Databank Members

Weekly US Store Openings and Closures Tracker 2025, Week 44: Carter’s To Close 150 Stores

Our Weekly US Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the US. This week, we highlight store openings by Carter’s, Bass Pro Sports, Daiso, Hitchcock’s Markets, H Mart and more.

Deep Dive | September 30, 2025 Databank Members

Economic Sentiment Remains Under Pressure; Plus, Apparel Shopping in Focus: US Consumer Survey Insights

How is US consumer sentiment changing? We review our latest US consumer data. We also analyze consumer shopping behavior at apparel retailers and brand owners.

Deep Dive | September 16, 2025 Databank Members

Lower-Income Sentiment Continues to Weaken; Plus, Off-Price and Dollar Stores in Focus: US Consumer Survey Insights

How is US consumers’ sentiment changing amid new tariffs? We review our latest US consumer data on consumer sentiment. This week, we also analyze consumer shopping behavior at off-price and dollar stores.

Event Coverage | August 21, 2025 Premium

Global Outreach Summit 2025 Insights: India’s Digital Leap in Apparel Sourcing and Sustainability

India’s apparel and textile industry is leveraging AI, sustainability and cultural authenticity to strengthen its global position, but a sudden 50% US tariff hike exposes the risks of export dependency. Success will hinge on scaling eco-compliance, accelerating digital adoption and diversifying markets through MSME empowerment.