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 Premium Holiday 2025 Survey Insights: Shopping Continues To Accelerate as the Homestretch ApproachesWe review our latest data and provide an in-depth analysis of consumers’ holiday shopping behavior. 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 Grocery Retailing—Volume Growth To Remain Constrained amid Cautious Consumer SpendingUnlock insights into the 2026 US grocery sector outlook, focusing on key trends, challenges, and growth drivers like value, AI, and evolving consumer behavior 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
Analyst Corner | December 14, 2025 Register for Free Access Analyst Corner: How Fast Will Agentic Commerce Scale? Three Gauges to Watch, with Charlie PoonThis report explores the future of agentic commerce, focusing on GenAI adoption for shopping, satisfaction levels, and how retailers can prepare. Read More