Insight Report | February 26, 2026 Register for Free Access The New Coresight 100: Setting the Direction for Global Retail in 2026The Coresight 100 highlights 100 of the most impactful and influential retailers and brand owners shaping the global retail landscape. This report outlines our selection methodology, examines what is new in the 2026 Coresight 100 and provides a detailed breakdown of the list by sector and geography. Read More
Insight Report | February 25, 2026 Premium Earnings Insights 4Q25, Week 4: Walmart and eBay Post Strong Growth; Floor & Decor and Carrefour Report Softer ResultsEarnings Insights 4Q25 Week 4 examines eBay, Walmart and other major retailers, tracking revenue trends and technology initiatives. Read More
Store Tracker | February 20, 2026 Premium Weekly US Store Openings and Closures Tracker 2026, Week 7: Aritzia and Trader Joe’s Announces Store OpeningsOur 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 Aritzia, IKEA, Trader Joe’s and more. Read More
Store Tracker | February 5, 2026 Premium US Store Tracker Extra, January 2026: More than 24 Million Square Feet of Retail Space Slated To Open This YearIn January 2026, announced store openings by Dollar General, Target, Aldi takes total opened retail space to more than 24 million square feet, Coresight Research calculates. Discover insights into the shifting retail landscape and upcoming trends with the 2026 US Store Tracker Extra. Read More
Store Tracker | January 27, 2026 Premium US Store Tracker Extra: Store Openings and Closures 2025 Review and 2026 OutlookThe Store Tracker Extra monthly series offers additional insight into retailers’ store closure and opening announcements. In this report, we provide our yearly review of store closures and openings in the US. We review calendar 2025, breaking the counts down by sector, and present our projections for 2026. Read More
Store Tracker | January 16, 2026 Premium Weekly US Store Openings and Closures Tracker 2026, Week 2: Saks Files for Bankruptcy; Macy’s To Close More Stores; Amazon Plans New SuperstoreOur 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 American Signature Furniture, Target, Piggly Wiggly, Macy’s, Lowe’s and more. Read More
Store Tracker | January 9, 2026 Premium Weekly US Store Openings and Closures Tracker 2026, Week 1: 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 Walgreens, Carter’s, Dollar General, Tractor Supply and more. 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
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
Analyst Corner | December 7, 2025 Register for Free Access Analyst Corner: Five Key Insights from US Black Friday 2025 and What They Mean for the Rest of Holiday 2025, with Anand KumarThe report highlights presents five standout insights from Black Friday 2025 that provide meaningful signals for the balance of the holiday 2025 season. Read More
Deep Dive | December 1, 2025 Premium Black Friday 2025: Key Insights from US Stores—Solid Shopper Demand, Some True Doorbusters and Greater Omnichannel IntegrationOn November 28, 2025, the Coresight Research team conducted its annual Black Friday store tour, visiting more than 30 retailers across Florida, New Jersey and New York. We present our on-the-ground observations, including the scope and depth of promotions, product availability, store execution and consumer activity. Read More
Insight Report | October 30, 2025 Premium 2Q25 Retail Inventory Insights: Diverging Strategies Amid Tariff Impacts in the Pre-Holiday Build-UpOur 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 second quarter of 2025. Dive into key commentary on inventory trends, planning and challenges—with insights on tariffs, diverging supply chain strategies, AI (artificial intelligence)-driven tools and more. Read More
Store Tracker | October 23, 2025 Databank Members Canada Store Openings and Closures Tracker 2025: Store Openings Edge Past Closures as Costco, Sephora and Uniqlo ExpandThe Canada Store Openings and Closures Tracker series reports on announced and actual store openings and closures in Canada. In this report, we include highlights from Costco, Sephora, Uniqlo and more. Read More
Deep Dive | September 30, 2025 Databank Members Economic Sentiment Remains Under Pressure; Plus, Apparel Shopping in Focus: US Consumer Survey InsightsHow is US consumer sentiment changing? We review our latest US consumer data. We also analyze consumer shopping behavior at apparel retailers and brand owners. Read More
