Costco Wholesale Corporation

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 | February 5, 2026 Premium

US Store Tracker Extra, January 2026: More than 24 Million Square Feet of Retail Space Slated To Open This Year

In 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.

Infographic | February 5, 2026 Premium

Sector Focus: Beauty Retailing—Data Graphic

Our Sector Focus data graphics feature the latest survey findings on US retail sectors and categories. Dive into the US beauty sector in this graphic.

Deep Dive | January 30, 2026 Premium

Holiday 2025: US Retail Wrap-Up—Walmart Outpaces Amazon, Apparel Tops the Chart and Beauty Leads the Online Surge

Coresight Research concludes our coverage of the 2025 holiday season in US retail. We explore proprietary consumer survey data, store-visit (traffic) data, earnings updates from major retailers and retail sales data from the US Census Bureau, providing you with the key takeaways you need to start 2026.

Store Tracker | January 30, 2026 Databank Members

Weekly US Store Openings and Closures Tracker 2026, Week 4: Amazon To Close All Amazon Fresh Stores as Total Closures Surge by 1,000

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 Amazon, harbor Freight Tools, H-E-B, and more.

Store Tracker | January 27, 2026 Premium

US Store Tracker Extra: Store Openings and Closures 2025 Review and 2026 Outlook

The 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.

Market Navigators/Market Outlook | January 19, 2026 Premium

US Apparel and Footwear Retailing: Market Forecast and Competitive Landscape—Digital Players, Off-Pricers and Warehouse Clubs Poised To Gain Share

The US apparel and footwear market is resetting in 2026, with adaptability becoming the key competitive advantage over scale. We provide a data-driven analysis of the market.

Deep Dive | December 23, 2025 Premium

Holiday 2025 Survey Insights: Shopping Peak Nears as Two-Thirds Are Buying for the Holidays

We review our latest data and provide an in-depth analysis of consumers’ holiday shopping behavior.

Deep Dive | December 22, 2025 Premium

Mass Merchandisers, Warehouse Clubs and Discount Stores: Themes, Concepts and Innovators—Target at a Crossroads, Dollar Stores Revive and Warehouse Clubs Gain Momentum

Building on our Market Navigator on US mass merchandisers, warehouse clubs and discount stores, we explore the key trends and themes we are watching in the space, such as Target’s transition, dollar stores revival and private label growth. We also showcase our blue-sky thinking for the sector and the retail innovators we are watching.

Insight Report | December 18, 2025 Premium

Holiday 2025: US Holiday Retail Homestretch—Strong Total Demand (So Far), with Price-Driven Players Entrenching Structural Gains

Understand the holiday season in US retail so far. We cover sector trends and which retailers are winning and losing share, based on our consumer research, shopper traffic metrics and other data.

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.

Deep Dive | December 16, 2025 Premium

Holiday 2025 Survey Insights: Shopping Continues To Accelerate as the Homestretch Approaches

We review our latest data and provide an in-depth analysis of consumers’ holiday shopping behavior.

Infographic | December 10, 2025 Premium

US Retail and Logistics Holiday Hiring Hits Lowest Level in Over a Decade—Data Graphic

Understand trends in US retail and logistics holiday hiring—including 2025 and multiyear data.

Deep Dive | December 9, 2025 Premium

Holiday 2025 Survey Insights: Shopping Activity Builds Amid Black Friday Weekend

We review our latest data and provide an in-depth analysis of consumers’ holiday shopping behavior.

Market Navigators/Market Outlook | December 9, 2025 Premium

US Drugstore and Pharmacy Retailing: Market Forecast and Competitive Landscape—The Pharmacy Shakeout

The US drugstores and pharmacies market is resetting in 2025, with holding the market share and being relevant becoming the key competitive challenge in the market.

Market Navigators/Market Outlook | December 8, 2025 Premium

US Drugstore and Pharmacy Retailing: Themes, Concepts and Innovators—Rightsizing for Relevance; Smaller Footprints for a Bigger Impact

We explore the key trends and themes we are watching in the drugstore space, such as consolidation, Walgreens’ privatization, the closure of Rite Aid and private label growth. We also showcase our blue-sky thinking for the sector and the retail innovators we are watching.