Deep Dive | December 22, 2025 Premium Mass Merchandisers, Warehouse Clubs and Discount Stores: Themes, Concepts and Innovators—Target at a Crossroads, Dollar Stores Revive and Warehouse Clubs Gain MomentumBuilding on our Market Navigator on US mass merchandisers, warehouse clubs and discount stores, we explore the key trends and themes we are watching in the space, such as Target’s transition, dollar stores revival and private label growth. We also showcase our blue-sky thinking for the sector and the retail innovators we are watching. Read More
Analyst Corner | December 21, 2025 Register for Free Access Analyst Corner: Learnings from Earnings, and Holiday-Season Insights, with John MercerWhat do 3Q25 retailer earnings tell us about consumer behavior in the 2025 holiday season? Discover highlights here. Read More
Event Presentation | December 19, 2025 Premium Retail Earnings Insights, 3Q25: Premium Subscriber CallCompare performance and uncover trends in retailer earnings from the third quarter of 2025, in this presentation. Read More
Infographic | December 19, 2025 Premium Quantifying Tariff Impacts: What Retail Companies Reported in 3Q25—Data GraphicWhat have US-focused retailers and brands reported on tariff impacts? In this data graphic, we summarize key financial impacts and commentary from 3Q25 earnings. Read More
Infographic | December 19, 2025 Premium 2026 Sector Outlook: Global and US Luxury Goods Retailing—Rebound Despite Challenges in Shopper BaseThis report, part of our Retail 2026 Sector Outlooks, provide forward-looking data, insights and conclusions for the global and US luxury retail markets. We cover key trends, growth forecasts and sector drivers reshaping the future of luxury. Read More
Infographic | December 19, 2025 Premium 2026 Sector Outlook: US Home and Home-Improvement Retailing—Pro-Led, Tech-Enabled Growth Shaping the US Home and Home-Improvement MarketExplore 2026 trends in the US home and home improvement sector, as retailers navigate a high-rate housing market, evolving consumer remodeling behavior, and technology-driven transformation. Read More
Store Tracker | December 19, 2025 Premium Weekly UK Store Openings and Closures Tracker 2025, Week 51: Retailers Announce Around 250 Store Openings for 2026Our Weekly UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the UK. This week, we highlight store openings and closures by Next, JW Anderson, and more. Read More
Store Tracker | December 19, 2025 Premium Weekly US Store Openings and Closures Tracker 2025, Week 51: Retailers Announce More Than 1,000 Store Openings for 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 Casey’s Howard’s Appliance, Build-A-Bear Workshop, Birkenstock more. Read More
Insight Report | December 18, 2025 Premium Holiday 2025: US Holiday Retail Homestretch—Strong Total Demand (So Far), with Price-Driven Players Entrenching Structural GainsUnderstand the holiday season in US retail so far. We cover sector trends and which retailers are winning and losing share, based on our consumer research, shopper traffic metrics and other data. Read More
Infographic | December 18, 2025 Premium Financial Sentiment Turns Positive: Weekly US Consumer Sentiment, Week 51, 2025—Data GraphicDiscover the state of US consumer sentiment with a data graphic featuring weekly Coresight Research survey data. Read More
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