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
Deep Dive | November 19, 2025 Premium Five Ways AI Is Being Used in Luxury Retailing—and What’s NextAs part of our Five Ways AI Is Being Used… series, this report explores how AI in luxury retail is reshaping design, marketing and customer experience. Discover key trends and insights driving innovation in luxury retail. Read More
Insight Report | November 13, 2025 Premium US CPG Sales Tracker: In-Store Sales Recover; Beauty Leads Growth; Online Grocery Remains StrongRead this report to discover the latest trends in the US CPG market, where e-commerce slows, in-store sales rebound, and beauty continues to lead growth. Read More
Market Navigators/Market Outlook | October 22, 2025 Premium US Beauty Retailing: Market Forecast and Competitive Landscape—From Rebound to Reinvention in 2026As part of our 2025 Market Navigator on beauty retailing in the US, we highlight key developments in market growth, category dynamics, retail channel shifts and consumer behavior we have seen in 2025, as well as our estimates for the market through 2029. Read More
Deep Dive | September 3, 2025 Premium The Beauty Conversion Architecture: From Discovery to Purchase—Powering Beauty Companies’ Growth in 2025 and BeyondExplore the US beauty market in 2025: AI, creator commerce, fragrance and affordable prestige drive growth. Discover key insights in our latest research report. Read More
Deep Dive | August 19, 2025 Premium Global Luxury—Real Estate Insights: Brands Move from Tenants to Landlords, with Innovative, Experience-Rich FlagshipsDiscover luxury brand owners’ approaches to retail real estate. Understand why luxury companies are taking greater ownership of their real estate—and which consumer groups the next generation of flagship stores is designed to serve. 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
Insight Report | June 19, 2025 Premium Head-to-Head in Global Luxury Retailing: Kering vs. LVMHAs part of our Head-to-Head series, we compare Kering and LVMH, the two leading houses in the global luxury sector. Delve into key insights on these companies’ revenues, markets of operation, digital strategies 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
Insight Report | June 2, 2025 Premium US Forecast To See Multibillion-Dollar Hit from Falling International Visitor Spend: Another Retail HeadwindWhat is the outlook for international visitor numbers, spending and spending at retail? We look at recent data and projections. Read More
Deep Dive | May 14, 2025 Databank Members Confidence and Couture—Consumer Sentiment Ticks Up, Gucci Leads in Luxury: US Consumer Survey InsightsWhich luxury brands are popular among US consumers? What are luxury shoppers buying? Dive into our sector-focused insights and discover how overall consumer sentiment is tracking with our new survey findings. Read More
Infographic | May 1, 2025 Free Report Earnings Insights 1Q25, Week 1: Mixed Results from LVMH, Nestlé, P&G and Others Amid Heightened Tariff Concerns—InfographicDiscover the latest revenue and EPS (earnings per share) data from week one of the 1Q25 (first quarter of 2025) earnings season with this infographic, covering various companies that reported in the week, including LVMH, Nestlé and Procter & Gamble, among others. Read More
Infographic | April 10, 2025 Free Report 4Q24 Earnings Season Wrap-Up: Which Companies Missed, Beat and Fell in Line with Expectations?—InfographicExplore which companies beat consensus expectations and which missed consensus expectations during 4Q24 (the fourth quarter of 2024) earnings season with this infographic, covering more than 90 of the companies on the Coresight 100, our focus list of retailers and brand owners. Read More
Event Coverage | April 9, 2025 Register for Free Access Shoptalk Spring 2025 Wrap-Up: Customer-Centricity for a New Golden Age of RetailWe present our top insights from Shoptalk Spring 2025, centered around five key themes, from unified commerce and customer-centricity to retail media and advanced retail technologies. Reflect on what you heard at the conference and catch up on what you missed! Coresight Research is an official research partner of Shoptalk Spring 2025. Read More
Insight Report | March 12, 2025 Premium Earnings Insights 4Q24, Week 6: Sales Decline for Kroger, Macy’s, Ross Stores and Other RetailersOur weekly Earnings Insights reports feature highlights from recent management commentary from major retailers within our Coresight 100 coverage list as they report fourth-quarter 2024 earnings. This week, discover highlights from major companies that reported in the week ended March 9, 2025, including Adidas, Best Buy, Kroger, Macy’s, Prada, Ross Stores and Target. Read More
