Walmart Inc.

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 | November 6, 2025 Premium

US Store Tracker Extra, October 2025: Rite Aid Takes Total Closed Retail Space to 143 Million Square Feet

In October 2025, announced store closures by Rite Aid, Ace Hardware takes total closed retail space to over 143 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.

Infographic | November 5, 2025 Premium

Sector Focus: Beauty Retailing—Data Graphic

Our Sector Focus data graphics showcase the latest survey insights across key US retail sectors and categories. In this edition, explore the evolving world of beauty retailing.

Deep Dive | November 4, 2025 Premium

Holiday 2025 Survey Insights: Dollar Stores and Temu Break into the Top Five Retailers

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

Deep Dive | November 4, 2025 Premium

Financial Sentiment Turns Negative; Tariff Pessimism Deepens; Inflationary Trade-Down Persists: US Consumer Survey Insights

We examine how US consumer sentiment and shopping habits are evolving under new tariffs, focusing on perceptions of tariff impacts and reactions to inflation.

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 29, 2025 Premium

High-Income Consumers’ Economic Optimism at Five-Month Low; Holiday Shopping Accelerates: US Consumer Survey Insights

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

Event Presentation | October 28, 2025 Premium

Agentic Commerce: What Retailers Need to Know for Holiday 2025 and to Succeed in 2026—Premium Subscriber Call, October 2025

Understand how agentic commerce and specifically agentic shopping are emerging as a shopping channel ahead of holiday 2025 in this event presentation.

Analyst Corner | October 26, 2025

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Analyst Corner: The Brave New World of Agentic Shopping, with John Harmon

In this week’s Analyst Corner, John Harmon, Managing Director of Technology Research, explores the brave new world of shopping provided by AI (artificial intelligence)-powered chatbots, with in-platform checkout having become available just in time for this year’s holiday shopping season.

Store Tracker | October 23, 2025 Premium

Canada Store Openings and Closures Tracker 2025: Store Openings Edge Past Closures as Costco, Sephora and Uniqlo Expand

The Canada Store Openings and Closures Tracker series reports on announced and actual store openings and closures in Canada. In this report, we include highlights from Costco, Sephora, Uniqlo and more.

Insight Report | October 22, 2025 Premium

Research Preview: Agentic Commerce—Retail Moves to Product Visibility and Checkout on ChatGPT

OpenAI’s launch of ChatGPT Instant Checkout feature enables in-chat purchase. This Research Preview features insights from Coresight Research’s upcoming report series on agentic commerce.

Market Navigators/Market Outlook | October 22, 2025 Premium

US Beauty Retailing: Market Forecast and Competitive Landscape—From Rebound to Reinvention in 2026

As 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.

Deep Dive | October 21, 2025 Premium

Economic Optimism at Five-Month Low; Holiday Shopping Slows: US Consumer Survey Insights

We review our latest data on US consumer sentiment. We also analyze consumers’ holiday shopping activities.

Infographic | October 20, 2025 Premium

Holiday Bites—Prime Big Deal Days, Walmart Deals, Target Circle Week and Kohl’s Cyber Deals: Consumer Participation—Data Graphic

Uncover which US consumer groups are driving early holiday shopping and reshaping October retail events.

Insight Report | October 16, 2025 Premium

Diwali’s Global Rise Is Reshaping the Retail Growth Cycle

In our report on Diwali 2025, explore how India’s festive season is driving global retail growth, reshaping holiday cycles and influencing pricing strategy.

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.