Deep Dive | April 6, 2026 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. 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
Infographic | March 9, 2026 Premium Sector Focus: Home and Home-Improvement Shopping—Data GraphicOur Sector Focus data graphics feature the latest survey findings on US retail sectors and categories. Dive into the US home and home-improvement sector in this graphic. 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 5, 2026 Premium US Store Tracker Extra, January 2026: More than 24 Million Square Feet of Retail Space Slated To Open This YearIn January 2026, announced store openings by Dollar General, Target, Aldi takes total opened retail space to more than 24 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 | 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
Store Tracker | January 9, 2026 Premium Weekly US Store Openings and Closures Tracker 2026, Week 1: Retailers Announce More Than 1,000 Store Openings for 2026Our 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 Walgreens, Carter’s, Dollar General, Tractor Supply and more. 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
Infographic | November 28, 2025 Premium Sector Focus: Home and Home-Improvement Shopping—Data GraphicOur Sector Focus data graphics feature the latest survey findings on US retail sectors and categories. Dive into the US home and home-improvement sector in this graphic. 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 | September 17, 2025 Premium Earnings Insights 2Q25: Wrap-Up—Most Companies See Sales Improvement Despite Tariff ConcernsWe analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies mostly based in the US) in the second quarter of 2025, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes. Read More
Company Profile | August 12, 2025 Premium Wayfair, Inc. (NYSE: W) Company ProfileWayfair is a US-based retailer of home goods, including décor, furniture and houseware. Headquartered in Boston, Massachusetts, the company operates stores in Canada, Germany, the UK and the US (its primary market). Read More
Analyst Corner | August 10, 2025 Register for Free Access Analyst Corner: Wayfair Turns a Profit for the First Time in Four Years—Four Drivers of Its Performance, with Madhav PitaliyaIn this week’s Analyst Corner, Madhav Pitaliya, Analyst, discusses the key drivers and trends that drove the recent performance of online home-goods retailer Wayfair, in which it turned a quarterly profit for the first time in four years. Read More
