Insight Report | December 4, 2025 Premium Earnings Insights 3Q25: Abercrombie, Best Buy, Dick’s, Kohl’s and Urban Outfitters Strengthen Sales PerformanceEarnings Insights 3Q25: Alibaba and Specialty Apparel Lead Gains; E-Commerce Strength Builds; Kohl’s and Petco See Weakness. Read More
Store Tracker | December 3, 2025 Premium US Store Tracker Extra, November 2025: Burlington Stores Takes Total Opened Retail Space to 88 Million Square FeetIn November 2025, announced store openings by Burlington Stores and Alimentation Couche-Tard takes total opened retail space to 88 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
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
Store Tracker | November 28, 2025 Databank Members Weekly US Store Openings and Closures Tracker 2025, Week 48: American Signature, Bed Bath & Beyond and Saks To Close StoresOur Weekly US Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the US. This week, we highlight store openings by Foot Locker, Alimentation Couche-Tard, Bath & Body Works, more. 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
Deep Dive | October 16, 2025 Premium Holiday 2025: US Consumer Survey and Retail Outlook—From Social to Smart: AI Becomes the New Driver of Holiday Discovery and ValueWhere, when and how will US consumers spend for holiday 2025? We analyze proprietary survey data to offer critical insights on the shape of demand and consumers’ shopping expectations for the holiday season. Read More
Store Tracker | October 1, 2025 Databank Members US Store Tracker Extra, September 2025: Ollie’s Bargain Outlet and Alimentation Couche-Tard Add 3+ Million Square Feet to Total Opened Retail SpaceIn September 2025, announced store openings by Ollie’s Bargain Outlet and Alimentation Couche-Tard added more than three million square feet of total opened retail space, 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
Deep Dive | September 16, 2025 Databank Members Lower-Income Sentiment Continues to Weaken; Plus, Off-Price and Dollar Stores in Focus: US Consumer Survey InsightsHow is US consumers’ sentiment changing amid new tariffs? We review our latest US consumer data on consumer sentiment. This week, we also analyze consumer shopping behavior at off-price and dollar stores. Read More
Store Tracker | September 5, 2025 Databank Members Weekly US Store Openings and Closures Tracker 2025, Week 36: Bath & Body Works and Ollie’s Bargain Outlet To Open Additional StoresOur 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 Bath & Body Works, Dollar General, Dick’s Sporting Goods and Ollie’s Bargain Outlet. 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 | July 4, 2025 Databank Members US Store Tracker Extra, June 2025: 120+ Million Square Feet of Retail Space To Close This Year, Outpacing Openings by Over 1.5XIn June 2025, announced store closures by At Home and New Rite Aid, which have filed for bankruptcy, pushed the total amount of retail space to close in the US this year to over 120 million square feet, Coresight Research calculates. We discuss the latest developments in physical retail with our comprehensive data on closures, openings and square-footage impacts. 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
Insight Report | June 17, 2025 Premium Amazon Prime Day 2025: Preview—Five Essential Insights on Consumers’ Shopping PlansAmazon’s annual Prime Day shopping festival will be held during July 8–11, 2025, across 20 global markets, including the US. Leveraging proprietary US consumer survey findings, we present five essential insights ahead of the event, including how consumer interest in Prime Day compares with actual conversion, which product categories are set to dominate, and what brands can do to drive sales. Read More
Store Tracker | June 6, 2025 Databank Members Weekly US Store Openings and Closures Tracker 2025, Week 23: Rite Aid To Close Almost 500 StoresOur Weekly US Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the US. This week, we highlight the latest store opening and closure announcements from American Eagle, Signet Jewelers, Rite Aid, Ulta Beauty and others, as well as the announcement of a new CEO at Aldi US. Read More
Infographic | June 3, 2025 Free Report Earnings Insights 1Q25, Week 6: Costco Wholesale, Deckers Outdoor and Ulta Beauty Report Growth While Department Stores Face Challenges—InfographicDiscover the latest revenue and EPS (earnings per share) data from week six of the 1Q25 (first quarter of 2025) earnings season with this infographic, covering various companies that reported in the week ended June 1, 2025, including Best Buy, Macy’s, Ulta Beauty and more. Read More
