December 22, 2025 Deep Dive Premium Mass Merchandisers, Warehouse Clubs and Discount Stores: Themes, Concepts and Innovators—Target at a Crossroads, Dollar Stores Revive and Warehouse Clubs Gain MomentumBuilding on our Market Navigator on US mass merchandisers, warehouse clubs and discount stores, we explore the key trends and themes we are watching in the space, such as Target’s transition, dollar stores revival and private label growth. We also showcase our blue-sky thinking for the sector and the retail innovators we are watching.
December 21, 2025 Analyst Corner Register for Free Access Analyst Corner: Learnings from Earnings, and Holiday-Season Insights, with John MercerWhat do 3Q25 retailer earnings tell us about consumer behavior in the 2025 holiday season? Discover highlights here.
December 19, 2025 Infographic Premium Quantifying Tariff Impacts: What Retail Companies Reported in 3Q25—Data GraphicWhat have US-focused retailers and brands reported on tariff impacts? In this data graphic, we summarize key financial impacts and commentary from 3Q25 earnings.
December 19, 2025 Store Tracker Premium Weekly UK Store Openings and Closures Tracker 2025, Week 51: Retailers Announce Around 250 Store Openings for 2026Our Weekly UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the UK. This week, we highlight store openings and closures by Next, JW Anderson, and more.
December 19, 2025 Store Tracker Premium Weekly US Store Openings and Closures Tracker 2025, Week 51: 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 Casey’s Howard’s Appliance, Build-A-Bear Workshop, Birkenstock more.
December 18, 2025 Insight Report Premium Holiday 2025: US Holiday Retail Homestretch—Strong Total Demand (So Far), with Price-Driven Players Entrenching Structural GainsUnderstand the holiday season in US retail so far. We cover sector trends and which retailers are winning and losing share, based on our consumer research, shopper traffic metrics and other data.
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.
December 17, 2025 Insight Report Premium October 2025 US Retail Sales: Strong Start to the Holiday Quarter Despite Government Shutdown and Dwindling Consumer SentimentIn October 2025, US retail sales (excluding gasoline and automobile sales) increased by 4.5%, an acceleration from the previous month. Using data from the US Census Bureau, we analyze US retail sales in October 2025, in total and by sector.
December 17, 2025 Event Coverage Premium Saving $4.5 Billion as “Client Zero”: Insights from the IBM “AI at Scale” Conference—From Potential to PerformanceAs of the end of 2025, IBM will have achieved annual cost improvements of $4.5 billion, across every aspect of its business: marketing, sales, supply chain and back-office functions.
December 16, 2025 Deep Dive Premium Holiday 2025 Survey Insights: Shopping Continues To Accelerate as the Homestretch ApproachesWe review our latest data and provide an in-depth analysis of consumers’ holiday shopping behavior.
December 16, 2025 Deep Dive Databank Members Financial Sentiment Turns Positive Ahead of Rate Cut: US Consumer Survey InsightsHow are US consumers’ sentiment and shopping behavior changing amid tariffs and rate cuts? We review our latest US consumer data on consumer sentiment
December 16, 2025 Event Coverage Premium AWS Re:Invent 2025: Five Insights from a Flood of Agentic AI Announcements by AmazonThe 2025 AWS Re:Invent conference covered a platform for widespread software modernization, new powerful frontier agents, and tools for agent development, monitoring and optimization.
December 15, 2025 Infographic Premium 2026 Sector Outlook: US Grocery Retailing—Volume Growth To Remain Constrained amid Cautious Consumer SpendingUnlock insights into the 2026 US grocery sector outlook, focusing on key trends, challenges, and growth drivers like value, AI, and evolving consumer behavior
December 14, 2025 Analyst Corner Register for Free Access Analyst Corner: How Fast Will Agentic Commerce Scale? Three Gauges to Watch, with Charlie PoonThis report explores the future of agentic commerce, focusing on GenAI adoption for shopping, satisfaction levels, and how retailers can prepare.
December 12, 2025 Insight Report Premium US CPG Sales Tracker: Health and Beauty Lead Growth Amid E-Commerce SlowdownRead this report to understand how growth is shifting in US CPG, in store and online. Key categories include food, beauty and general merchandise.
