Insight Report | May 12, 2026 Premium Earnings Insights 1Q26, Week 1: Amazon, Aritzia and DoorDash Report Strong Growth; Primark, Coty and Beiersdorf Face Margin and Demand PressuresEarnings Insights 1Q26 Week 6 examines Amazon, The Coca-Cola Company, Procter & Gamble and other major retailers, tracking revenue trends, consumer behavior and technology initiatives. Read More
Insight Report | March 30, 2026 Premium 4Q25 Retail Inventory Insights: Execution Discipline Delivers Cleaner Holiday Exits and Turnover ImprovementOur 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 fourth quarter of 2025. Dive into key commentary on inventory trends, planning and challenges—with insights on holiday inventory, tariffs, diverging supply chain strategies, AI (artificial intelligence)-driven tools and more. Read More
Insight Report | March 23, 2026 Premium Earnings Insights 4Q25, Week 7: Dick’s Sporting Goods and Ulta Beauty Deliver Strong Growth; Kohl’s and Coty Face Market PressuresEarnings Insights 4Q25 Week 7 covers results from DICK’S Sporting Goods, Inditex, Ulta Beauty, Dollar General and others, highlighting key trends shaping retail growth. Read More
Store Tracker | March 4, 2026 Premium US Store Tracker Extra, February 2026: Five Below and Sprouts Farmers Market Add 2.5+ Million Square Feet to Total Opened Retail SpaceIn February 2026, announced store openings by The Home Depot, IKEA, Floor & Decor and Five Below took total opened retail space to more than 32 million square feet, Coresight Research calculates. Discover insights into the shifting retail landscape and upcoming trends with the 2026 US Store Tracker Extra. Read More
Store Tracker | February 27, 2026 Premium Weekly US Store Openings and Closures Tracker 2026, Week 8: Floor & Decor, Sprouts Farmers Market and The Home Depot Announce Store ExpansionOur 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 Wawa, Sprouts Farmers Market, Sheetz and more. Read More
Insight Report | February 26, 2026 Register for Free Access The New Coresight 100: Setting the Direction for Global Retail in 2026The Coresight 100 highlights 100 of the most impactful and influential retailers and brand owners shaping the global retail landscape. This report outlines our selection methodology, examines what is new in the 2026 Coresight 100 and provides a detailed breakdown of the list by sector and geography. Read More
Store Tracker | February 6, 2026 Databank Members Weekly US Store Openings and Closures Tracker 2026, Week 5: Saks Global 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 and closures by Saks Global, Allbirds, H&M, Sprouts Farmers Market and more. Read More
Store Tracker | January 27, 2026 Premium US Store Tracker Extra: Store Openings and Closures 2025 Review and 2026 OutlookThe 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. Read More
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 ApparelWe 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. 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
Deep Dive | July 23, 2025 Premium Retail 2025: US Retail Predictions—Midyear Trends UpdateIn a midyear review, we assess six predictions around trends that Coresight Research expects to transform US retail throughout 2025, a year that we believe will be a time of transition for consumers and retailers alike. Read More
Analyst Corner | July 20, 2025 Register for Free Access Analyst Corner: US Grocery Real Estate—The Great Divide in 2025, with Sujeet NaikIn this week’s Analyst Corner, Sujeet Naik, Analyst, discusses the US grocery real estate market, which is becoming increasingly polarized—while value-focused and specialty grocers are seeing footprint growth, traditional grocers are witnessing stagnating or contracting store footprints. 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
Infographic | May 7, 2025 Free Report Earnings Insights 1Q25, Week 2: Adidas, CVS, Sprouts and More Report Solid Sales Growth—InfographicDiscover 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. Read More
