Insight Report | December 11, 2025 Premium Earnings Insights 3Q25: Strong Growth at Ulta, Improvement at Macy’s and Solid Demand at Dollar StoresEarnings Insights 3Q25: Ulta, Discounters and Specialty Apparel Drive Sector Strength as Broadline Retail Remains Mixed. 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
Deep Dive | September 17, 2025 Premium Earnings Insights 2Q25: Wrap-Up—Most Companies See Sales Improvement Despite Tariff ConcernsWe analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies mostly based in the US) in the second quarter of 2025, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes. Read More
Deep Dive | August 18, 2025 Premium US Apparel & Footwear Retailing—Themes, Concepts and Innovators: AI, Value, GLP-1 and More To Drive Apparel TransformationThe US apparel and footwear market is resetting in 2025, with adaptability becoming a key competitive advantage over scale. The retailers poised to lead the market are those making bold moves now. Ahead of our 2025 Market Navigator on apparel and footwear retailing in the US, we explore the key trends and themes in the space, our blue-sky thinking and the retail innovators we are watching. Read More
Store Tracker | August 6, 2025 Databank Members US Store Tracker Extra, July 2025: 127 Million Square Feet of Retail Space To Close, Outpacing Openings by 60%In July 2025, announced store closures by At Home, Ace Hardware and Save A Lot pushed the total amount of retail space to close in the US this year to 127 million square feet, Coresight Research calculates. Dive into all the latest brick-and-mortar developments in US retail with our comprehensive data on closures, openings and square-footage impacts. Read More
Store Tracker | July 30, 2025 Databank Members Canada Store Openings and Closures Tracker 2025: Bankrupt Hudson’s Bay Company Takes Total Closures Ahead of OpeningsThe 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 easyhome, Hudson’s Bay Company, Northern Reflection, Orangestore and more. Read More
Deep Dive | July 28, 2025 Premium Redefining Global Sourcing: What a US–India Trade Deal Means for Retailers and ManufacturersGain comprehensive insights into the US–India Bilateral Trade Agreement tariffs and their far-reaching impact on trade, manufacturing and consumer behavior. This in-depth research report examines how ongoing negotiations and potential tariff reductions in critical sectors—such as automobiles, steel, iron and electronics—could reshape supply chains, enhance export competitiveness and influence pricing in both countries. Explore the full report to understand key opportunities and challenges created by this evolving bilateral trade landscape. Read More
Insight Report | June 27, 2025 Premium 1Q25 Retail Inventory Insights: Lean Inventory, Tariff Mitigation, Supply Chain AdjustmentsOur quarterly US Retail Inventory Insights series analyzes retail inventory turnover. Discover inventory turnover ratios by sector and for selected major retailers in the first quarter of 2025. Dive into key commentary on inventory trends, planning and challenges—with insights on tariffs, AI (artificial intelligence)-driven tools and more. Read More
Deep Dive | June 18, 2025 Premium Earnings Insights 1Q25: Wrap-Up—Growth Outpaces Declines Across Most SectorsWe analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies mostly based in the US) in the first quarter of 2025, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes. Read More
Infographic | May 14, 2025 Free Report Earnings Insights 1Q25, Week 3: E-Commerce Sees Solid Results as Amazon, Coupang, Zalando and More Report Growth—InfographicDiscover the latest revenue and EPS (earnings per share) data from week three of the 1Q25 (first quarter of 2025) earnings season with this infographic, covering various companies that reported in the week ended May 11, 2025, including Amazon, Zalando and more. Read More
Insight Report | May 1, 2025 Premium The Impacts of US Tariffs: Assessing Companies’ International Sourcing Exposure by CountryWhich retail companies face high risk from tariffs? We chart and detail the sourcing exposure of selected Coresight 100 retailers and brand owners to various countries, with a focus on nations that are subject to high reciprocal tariff rates. Read More
