CVS Health 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.

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.

Infographic | December 16, 2025 Premium

2026 Sector Outlook: US Drugstore Retailing—Strong Volume Growth amid Margin Pressure

This report, part of our Retail 2026 Sector Outlooks, presents directional market insights and themes to watch in US drugstore retail.

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.

Deep Dive | November 28, 2025 Premium

US Black Friday 2025: Early Read—Early-Morning Footfall Points to a Selective Return of the Black Friday Store Energy

Today, the Coresight Research team is undertaking its annual Black Friday store tours. We present an early read on the shopping event, including insights into crowd levels, promotions, inventory volume and staffing levels.

Deep Dive | November 25, 2025 Premium

Holiday 2025: Black Friday Preview—Value, AI and Extended Promotions To Drive Sales This Year

As part of our coverage of the 2025 holiday season, Coresight Research examines the potential of Black Friday this year (November 28), including proprietary survey data on consumers’ shopping intentions and major retailers’ Black Friday plans and promotions.

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.

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 Value

Where, 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.

Event Coverage | September 25, 2025 Free Report

Shoptalk Fall 2025 Wrap-Up: Driving Retail Forward—AI, Agility, Loyalty and Leadership in Volatile Times

Shoptalk Fall 2025 reveals how AI, agility, loyalty and leadership are driving retail resilience and innovation in volatile times.

Deep Dive | September 10, 2025 Databank Members

Who Shops Where? 2025 Shopper Demographics: US Consumer Survey Insights Extra

We examine who shops at different major US retailers for food and nonfood, as well as offering a closer look at shopper demographics for apparel, footwear and beauty retailers. This US Consumer Survey Insights Extra report takes a deep dive into our weekly survey data by building shopper profiles.

Insight Report | July 29, 2025 Premium

CEO Brief: Tech for Tariffs—Four Technologies (and Services) That Can Raise Revenues and Margins Now to Offset Tariff Pain

In a challenging and unpredictable tariff environment, retailers and brands can benefit from several technologies and services that can provide a margin or revenue lift—we outline four opportunities in this CEO Brief.

Deep Dive | June 18, 2025 Premium

Earnings Insights 1Q25: Wrap-Up—Growth Outpaces Declines Across Most Sectors

We 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.

Store Tracker | June 4, 2025 Databank Members

US Store Tracker Extra, May 2025: Rite Aid Takes Total Closed Retail Space to Over 110 Million Square Feet

In May 2025, store closures by New Rite Aid, Office Depot and Smithland pushed the total amount of retail space to close in the US this year to over 100 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 | May 23, 2025 Databank Members

Weekly US Store Openings and Closures Tracker 2025, Week 21: US Store Closure Cross 5,000 as Rite Aid Begins Closing Stores

Our 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 closures by Rite Aid (now New Rite Aid), as well as highlight store opening and closure announcements from Bling Glamour, Boot Barn, CVS Health and others.

Deep Dive | May 13, 2025 Premium

From Prohibition to Participation: Measuring the Impact of Cannabis and Psychedelic Mushroom Legalization on Consumer Spending

Coresight Research analyzes the shifting regulatory and retail landscape surrounding cannabis and psychedelic mushrooms in the US, providing a data-driven snapshot of current legalization trends, consumer behavior and purchasing patterns.

Infographic | May 7, 2025 Free Report

Earnings Insights 1Q25, Week 2: Adidas, CVS, Sprouts and More Report Solid Sales Growth—Infographic

Discover the latest revenue and EPS (earnings per share) data from week two of the 1Q25 (first quarter of 2025) earnings season with this infographic, covering various companies that reported in the week ended May 4, 2025, including Adidas, Coca-Cola, eBay, Prada and more.