September 8, 2026 Insight Report Premium Earnings Insights 2Q26, Week 8: Five Below and Couche-Tard Deliver Strong Results; Lululemon Falls ShortEarnings Insights 2Q26 Week 8 examines Five Below, Couche-Tard Outperform, Lululemon and other major retailers, tracking revenue trends, consumer behavior and technology initiatives.
June 29, 2026 Insight Report Premium 1Q26 Earnings Season Wrap-Up: 80% Grow Sales; 75% Beat EPS, Led by Discount, Apparel and E-Commerce1Q26 Earnings Season Wrap-Up analyzes retail earnings, consumer spending trends, sales growth, EPS performance, and sector outlooks across the retail industry.
May 6, 2026 Insight Report Premium 4Q25 US Earnings Season Wrap-Up: 80% of Companies Grow Sales and About 75% Beat EPS Consensus Amid Broad Strength in Discount, Specialty Apparel and Value Retail4Q25 earnings wrap-up reveals retail sales growth, margin pressure and sector performance trends across leading global retailers and brands.
April 6, 2026 Deep Dive Premium The Middle East Energy Shock and the US Consumer: Lessons from 2022—Sustained Impacts Risk Trickle-Up EffectExplore the potential impact of the Iran-driven energy shock on US consumer behavior, drawing insights from the 2022 Russia-Ukraine conflict-induced oil price hike.
February 26, 2026 Insight Report 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.
January 27, 2026 Store Tracker 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.
January 14, 2026 Event Coverage Premium NRF 2026: Retail’s Big Show—Day 3—Agentic Commerce Expectations, Marketplace Best Practices and Disciplined Brand TransformationCoresight Research attended and participated in NRF 2026: Retail’s Big Show. Discover our insights from day three sessions in this report.
December 18, 2025 Deep Dive 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.
November 28, 2025 Deep Dive Premium US Black Friday 2025: Early Read—Early-Morning Footfall Points to a Selective Return of the Black Friday Store EnergyToday, 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.
November 25, 2025 Deep Dive Premium Holiday 2025: Black Friday Preview—Value, AI and Extended Promotions To Drive Sales This YearAs 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.
July 22, 2025 Deep Dive Premium US Back to School 2025, Part 3: Essential Categories and Apparel for the BTS Season—Athleisure and Basics Set to LeadExplore proprietary Coresight Research survey data to discover the categories and apparel brands and retailers that are set to take the lead during this year’s US back-to-school (BTS) season in the third report in our US Back to School 2025 series.
June 18, 2025 Deep Dive 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.
May 28, 2025 Infographic Free Report Earnings Insights 1Q25, Week 5: BJ’s Wholesale Club and Home Depot Report Sales Growth; Target Reports Sales Decline—InfographicDiscover the latest revenue and EPS (earnings per share) data from week five of the 1Q25 (first quarter of 2025) earnings season with this infographic, covering various companies that reported in the week ended May 25, 2025, including Home Depot, Target and more.
April 10, 2025 Infographic 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.
April 9, 2025 Deep Dive Premium What You Need to Know About US Tariffs and Consumers’ and Retailers’ Reactions—April 2025 UpdateWhat are the impacts of new US tariffs on the retail industry and the economy? How are consumers and retailers responding? Find out in our new report, which explores economic disruption, consumer sentiment and retail strategies, drawing on proprietary survey data and industry interviews.
