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
Event Coverage | December 18, 2025 Premium CES 2026 Preview: A Guide to What Retailers Should See and DoOur CES 2026 Preview covers the retail track, major themes, keynotes, startups. Read More
Event Coverage | December 17, 2025 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. Read More
Event Coverage | December 16, 2025 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. Read More
Store Tracker | December 12, 2025 Premium Weekly US Store Openings and Closures Tracker 2025, Week 50: Dollar General To Open More Than 450 Stores in 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 Dollar General, Best Buy, Dollar Tree, Aerie, Best Buy, more. Read More
Market Navigators/Market Outlook | December 9, 2025 Premium US Drugstore and Pharmacy Retailing: Market Forecast and Competitive Landscape—The Pharmacy ShakeoutThe US drugstores and pharmacies market is resetting in 2025, with holding the market share and being relevant becoming the key competitive challenge in the market. 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 3, 2025 Premium Holiday 2025 Survey Insights: Shopping Ramps Up Ahead of Black FridayWe review our latest data and provide an in-depth analysis of consumers’ holiday shopping behavior. Read More
Deep Dive | December 3, 2025 Databank Members Financial Sentiment Recovers; Tariff Pessimism Improves; Inflationary Trade-Down Persists: US Consumer Survey InsightsHow are US consumers’ sentiment and shopping behavior changing amid new tariffs? We review our latest US consumer data on consumer sentiment, impact of Federal Government Shutdown, consumers’ perceptions of the impacts of tariffs and consumers’ inflation awareness and responses to inflation. 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
Insight Report | December 1, 2025 Premium Aldi vs. Lidl US Store Openings: Mapping Retail Real Estate Changes with the Store Intelligence PlatformDive into the details of Aldi’s and Lidl’s US store openings in 2025, with exclusive real estate data from the new Store Intelligence Platform from Coresight Research. Read More
Analyst Corner | November 30, 2025 Register for Free Access Analyst Corner: Agentic Commerce Is Progressing at Warp Speed, with John HarmonDiscover what’s new in agentic commerce and agentic shopping, and what that means for retailing. Read More
Store Tracker | November 28, 2025 Databank Members Weekly US Store Openings and Closures Tracker 2025, Week 48: American Signature, Bed Bath & Beyond and Saks To Close 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 Foot Locker, Alimentation Couche-Tard, Bath & Body Works, more. Read More
Deep Dive | November 26, 2025 Databank Members Financial Pessimism Deepens Amid Post-Shutdown Adjustment: US Consumer Survey InsightsHow are US consumers’ sentiment and shopping behavior changing amid new tariffs? We review our latest US consumer data on consumer sentiment and impact of Federal Government Shutdown. Read More