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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.

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 Superstore

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 and closures by American Signature Furniture, Target, Piggly Wiggly, Macy’s, Lowe’s and 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 2026

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 and closures by Walgreens, Carter’s, Dollar General, Tractor Supply and more.

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 19, 2025 Premium

Quantifying Tariff Impacts: What Retail Companies Reported in 3Q25—Data Graphic

What have US-focused retailers and brands reported on tariff impacts? In this data graphic, we summarize key financial impacts and commentary from 3Q25 earnings.

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 Apparel

We 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.

Analyst Corner | December 7, 2025

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Analyst Corner: Five Key Insights from US Black Friday 2025 and What They Mean for the Rest of Holiday 2025, with Anand Kumar

The report highlights presents five standout insights from Black Friday 2025 that provide meaningful signals for the balance of the holiday 2025 season.

Deep Dive | December 1, 2025 Premium

Black Friday 2025: Key Insights from US Stores—Solid Shopper Demand, Some True Doorbusters and Greater Omnichannel Integration

On 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.

Insight Report | October 30, 2025 Premium

2Q25 Retail Inventory Insights: Diverging Strategies Amid Tariff Impacts in the Pre-Holiday Build-Up

Our 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.

Store Tracker | October 23, 2025 Databank Members

Canada Store Openings and Closures Tracker 2025: Store Openings Edge Past Closures as Costco, Sephora and Uniqlo Expand

The 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.

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 17, 2025 Premium

Earnings Insights 2Q25: Wrap-Up—Most Companies See Sales Improvement Despite Tariff Concerns

We 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.

Deep Dive | August 18, 2025 Premium

US Apparel & Footwear Retailing—Themes, Concepts and Innovators: AI, Value, GLP-1 and More To Drive Apparel Transformation

The 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.

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.

Store Tracker | July 30, 2025 Databank Members

Canada Store Openings and Closures Tracker 2025: Bankrupt Hudson’s Bay Company Takes Total Closures Ahead of Openings

The 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.

Deep Dive | July 28, 2025 Premium

Redefining Global Sourcing: What a US–India Trade Deal Means for Retailers and Manufacturers

Gain 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.