Retailers

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.

Deep Dive | July 2, 2025 Databank Members

Positivity About Personal Finances Continues; Walmart Leads Mass Merchandisers and Warehouse Clubs: US Consumer Survey Insights

Dive into our survey-driven insights on mass merchandiser and warehouse club shopping in the US to uncover popular retailers and the most bought categories. Plus, we continue to track consumer sentiment, with new data this week revealing greater divergence between financial and economic expectations.

Insight Report | June 27, 2025 Premium

1Q25 Retail Inventory Insights: Lean Inventory, Tariff Mitigation, Supply Chain Adjustments

Our quarterly US Retail Inventory Insights series analyzes retail inventory turnover. Discover inventory turnover ratios by sector and for selected major retailers in the first quarter of 2025. Dive into key commentary on inventory trends, planning and challenges—with insights on tariffs, AI (artificial intelligence)-driven tools and more.

Infographic | June 27, 2025 Databank Members

Three Data Points We’re Watching This Week, Week 26: US Consumer Survey Insights

Discover key data points we are watching in week 26 of 2025. This week, we present highlights from our US consumer survey analysis, covering financial optimism, and off-price and dollar-store shopping.

Event Coverage | June 26, 2025 Premium

Revving Up the Flywheel: Insights from the Inaugural Amazon Prime Analyst Day

Coresight Research attended Amazon’s two-day inaugural Prime Analyst Day in early June 2025. Dive into key highlights and strategic insights from our experience, covering Prime membership benefits, Alexa+, Buy with Prime, and our impressions of Amazon’s robotics-powered same-day fulfillment center in Seattle.

Deep Dive | June 25, 2025 Databank Members

Financial Confidence Reaches Five-Month High; TJX Dominates Off-Price Retail; Dollar Tree Leads Dollar Stores: US Consumer Survey Insights

Dive into our survey-driven insights on off-price and dollar-store shopping in the US to uncover shopping rates, popular retailers and the most bought categories. Plus, we continue to track consumer sentiment, with new data this week revealing improving financial confidence.

Infographic | June 20, 2025 Free Report

Three Data Points We’re Watching This Week, Week 25: Predictive Data—Looking Ahead in US Retail

Discover key data points we are watching in week 25 of 2025. This week, we highlight predictive US retail data, from US consumers’ Amazon Prime Day shopping plans and personal financial expectations to our proprietary sales projection for July 2025.

Store Tracker | June 20, 2025 Databank Members

Weekly US Store Openings and Closures Tracker 2025, Week 25: Furniture Frenzy—At Home’s Bankruptcy, Ashley’s Store Renewal and Openings from IKEA, Wayfair and More

Our Weekly US Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the US. This week, we highlight the latest store opening and closure announcements from Ashley, At Home, IKEA and Wayfair, among others, as well as the announcement of a new Executive Chairman at Vera Bradley.

Deep Dive | June 18, 2025 Premium

Earnings Insights 1Q25: Wrap-Up—Growth Outpaces Declines Across Most Sectors

We 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.

Deep Dive | June 18, 2025 Databank Members

Financial Confidence Improves but Tariffs and Inflation Impact Shopping Behavior: US Consumer Survey Insights

What are US consumers’ perceptions of tariffs and inflation, and how are they changing their shopping behavior as a result? We provide the answers through analysis of proprietary survey findings, and present an update on consumer sentiment, including improving financial confidence.

Insight Report | June 17, 2025 Premium

Amazon Prime Day 2025: Preview—Five Essential Insights on Consumers’ Shopping Plans

Amazon’s annual Prime Day shopping festival will be held during July 8–11, 2025, across 20 global markets, including the US. Leveraging proprietary US consumer survey findings, we present five essential insights ahead of the event, including how consumer interest in Prime Day compares with actual conversion, which product categories are set to dominate, and what brands can do to drive sales.

Insight Report | June 16, 2025 Premium

Retail Under Pressure: How Will Tariffs Disrupt the Back-to-School and Holiday Seasons?

Discover how retailers are adjusting their strategies ahead of the 2025 back-to-school and end-of-year holiday seasons in response to recent and potential changes to tariffs.

Store Tracker | June 13, 2025 Databank Members

Weekly US Store Openings and Closures Tracker 2025, Week 24: Casey’s To Open 80 Stores; Torrid To Close 180 Stores

Our Weekly US Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the US. This week, we highlight the latest store opening and closure announcements from Casey’s, Dollar Tree, Family Dollar and Torrid, as well as the announcement of a new Chief Operating Officer at Kirkland’s.

Infographic | June 10, 2025 Free Report

Earnings Insights 1Q25, Week 7: Dollar Stores See Growth Amid Tariff Pressures—Infographic

Discover the latest revenue and EPS (earnings per share) data from week seven of the 1Q25 (first quarter of 2025) earnings season with this infographic, covering various companies that reported in the week ended June 8, 2025, including Dollar General, Dollar Tree, Petco and more.

Deep Dive | June 10, 2025 Databank Members

High-Income Consumers’ Financial Sentiment Reaches New Peak; Facebook Slumps in Social Commerce: US Consumer Survey Insights

We analyze new survey findings on consumers’ economic and financial outlooks, in total and by income group. Plus, we spotlight social commerce, revealing which social media platforms are popular for shopping and which product categories are bought at the highest rates.

Analyst Corner | June 8, 2025

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Analyst Corner: From Models to Markets—The Accelerating Shift Toward AI Applications, with Charlie Poon

In this week’s Analyst Corner, Charlie Poon, Analyst, discusses recent AI (artificial intelligence)-focused developments and events—including Amazon’s AWS Summit and Google I/O—that point to a shift in focus from hardware to applications in the world of AI.