Insight Report | December 11, 2025 Premium Earnings Insights 3Q25: Strong Growth at Ulta, Improvement at Macy’s and Solid Demand at Dollar StoresEarnings Insights 3Q25: Ulta, Discounters and Specialty Apparel Drive Sector Strength as Broadline Retail Remains Mixed. Read More
Analyst Corner | December 7, 2025 Register for Free Access Analyst Corner: Five Key Insights from US Black Friday 2025 and What They Mean for the Rest of Holiday 2025, with Anand KumarThe report highlights presents five standout insights from Black Friday 2025 that provide meaningful signals for the balance of the holiday 2025 season. Read More
Store Tracker | December 5, 2025 Premium Weekly UK Store Openings and Closures Tracker 2025, Week 49: Claire’s Closes 150 Stores; Oliver Bonas To Open 20 StoresOur 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 Claire’s, Oliver Bonas, Miniso, Next, Iceland, The Entertainer, Pop Mart and more. Read More
Deep Dive | December 1, 2025 Premium Black Friday 2025: Key Insights from US Stores—Solid Shopper Demand, Some True Doorbusters and Greater Omnichannel IntegrationOn November 28, 2025, the Coresight Research team conducted its annual Black Friday store tour, visiting more than 30 retailers across Florida, New Jersey and New York. We present our on-the-ground observations, including the scope and depth of promotions, product availability, store execution and consumer activity. Read More
Analyst Corner | November 23, 2025 Register for Free Access Analyst Corner: Five CPG Sector Insights from This Quarter’s Earnings, with Madhav PitaliyaThe report highlights how CPG are shifting from price-driven to volume-supported growth, focusing on health and wellness trends, AI integration, and operational efficiency amidst a cautious near-term outlook. Read More
Deep Dive | November 19, 2025 Premium Five Ways AI Is Being Used in Luxury Retailing—and What’s NextAs part of our Five Ways AI Is Being Used… series, this report explores how AI in luxury retail is reshaping design, marketing and customer experience. Discover key trends and insights driving innovation in luxury retail. 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
Store Tracker | October 24, 2025 Databank Members Weekly US Store Openings and Closures Tracker 2025, Week 43: Astrid & Miyu and Hermès Open 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 by Astrid & Miyu, Hermès, L.L.Bean, Skims and more. Read More
Store Tracker | October 23, 2025 Databank Members Canada Store Openings and Closures Tracker 2025: Store Openings Edge Past Closures as Costco, Sephora and Uniqlo ExpandThe 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. Read More
Market Navigators/Market Outlook | October 22, 2025 Premium US Beauty Retailing: Market Forecast and Competitive Landscape—From Rebound to Reinvention in 2026As 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. Read More
Insight Report | October 17, 2025 Premium US CPG Sales Tracker: In-Store CPG Sales Fall While Beauty Remains ResilientRead this report to understand how growth is shifting in US CPG, in store and online. Key categories include food, beauty, health and general merchandise. Read More
Market Navigators/Market Outlook | October 8, 2025 Premium US Beauty Retailing: Themes, Concepts and Innovators—Personalization, Tech Integration and Wellness To Drive ChangeAs part of our 2025 Market Navigator on beauty retailing in the US, we explore the key trends and themes in the space, our blue-sky thinking and the retail innovators we are watching. Read More
Deep Dive | October 7, 2025 Databank Members Higher-Income Sentiment Improves; Holiday Shopping Is Firmly Under Way: US Consumer Survey InsightsHow is US consumers’ sentiment changing amid new tariffs––we review our latest US consumer data on consumer sentiment. Also, we analyze early holiday 2025 shopping trends. 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
Store Tracker | September 12, 2025 Databank Members Weekly UK Store Openings and Closures Tracker 2025, Week 37: Bodycare Enters Administration and Closes StoresOur 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 Bodycare, Bensons for Beds, HMV, Iceland and more. Read More
