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 | September 17, 2025 Premium

Earnings Insights 2Q25: Wrap-Up—Most Companies See Sales Improvement Despite Tariff Concerns

We 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.

Deep Dive | September 16, 2025 Databank Members

Lower-Income Sentiment Continues to Weaken; Plus, Off-Price and Dollar Stores in Focus: US Consumer Survey Insights

How is US consumers’ sentiment changing amid new tariffs? We review our latest US consumer data on consumer sentiment. This week, we also analyze consumer shopping behavior at off-price and dollar stores.

Store Tracker | September 12, 2025 Databank Members

Weekly US Store Openings and Closures Tracker 2025, Week 37: YTD Retail Bankruptcies Hit 25

Our 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 Alimentation Couche-Tard, American Eagle Outfitters, LEGO and more.

Deep Dive | September 10, 2025 Databank Members

Who Shops Where? 2025 Shopper Demographics: US Consumer Survey Insights Extra

We examine who shops at different major US retailers for food and nonfood, as well as offering a closer look at shopper demographics for apparel, footwear and beauty retailers. This US Consumer Survey Insights Extra report takes a deep dive into our weekly survey data by building shopper profiles.

Deep Dive | September 10, 2025 Databank Members

Sentiment Dives, Tariff Pessimism Deepens, Reactive Shopping Entrenches: US Consumer Survey Insights

How is US consumers’ sentiment changing amid new tariffs? We review three themes from our latest US consumer data: consumer sentiment, tariffs and inflation.

Deep Dive | September 8, 2025 Premium

The Intelligent Inventory Playbook: How to Approach Inventory Excellence

This Playbook describes tools for strategy, technology, operations, risks, resilience and ethics that retailers can use for intelligent inventory.

Store Tracker | September 5, 2025 Databank Members

Weekly US Store Openings and Closures Tracker 2025, Week 36: Bath & Body Works and Ollie’s Bargain Outlet To Open Additional Stores

Our 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 Bath & Body Works, Dollar General, Dick’s Sporting Goods and Ollie’s Bargain Outlet.

Store Tracker | September 3, 2025 Databank Members

US Store Tracker Extra, August 2025: At Home, Claire’s and Office Depot Closures Add 4+ Million Square Feet to Total Closed Retail Space

In August 2025, announced store closures by At Home, Office Depot and Claire’s Holdings pushed the total amount of retail space to close in the US this year to over 128 million square feet, Coresight Research calculates. Dive into all the latest brick-and-mortar developments in US retail with our comprehensive data on closures, openings and square-footage impacts.

Deep Dive | September 3, 2025 Premium

The Beauty Conversion Architecture: From Discovery to Purchase—Powering Beauty Companies’ Growth in 2025 and Beyond

Explore the US beauty market in 2025: AI, creator commerce, fragrance and affordable prestige drive growth. Discover key insights in our latest research report.

Deep Dive | September 2, 2025 Databank Members

The Sentiment Split: Optimism at the Top, Strain at the Bottom; Plus, Social Commerce Shopping in Focus—US Consumer Survey Insights

US consumers’ sentiment is changing amid new tariffs reinstatement. We review two themes from our latest US consumer data: consumer sentiment and social commerce shopping behavior.

Infographic | August 29, 2025 Free Report

Three Data Points We’re Watching This Week, Week 35: US Home and Home-Improvement Focus

Discover selected data insights from Coresight Research. This week, US home and home-improvement retailing in focus.

Store Tracker | August 29, 2025 Databank Members

Weekly US Store Openings and Closures Tracker 2025, Week 35: Netflix Heads to the Mall as Claire’s Shutters Nearly 300 Stores

Our 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 Claire’s Holdings, Sukoshi, Me+EM, Netflix and Wiliams-Sonoma.

Insight Report | August 27, 2025 Premium

SNAP Policy Changes and Funding Cuts: Impact on Retailers

SNAP benefit cuts and state food restrictions will reshape grocery spending, pressuring low-income retailers while boosting health-focused formats.

Insight Report | August 27, 2025 Premium

CEO Brief: Agentic AI—Creating a Digital Workforce to Achieve Enormous Leaps in Efficiency

Explore what and why Agentic AI can bring to businesses, by creating digital workforces to transform retail, automate customer service, and optimize supply chains.

Deep Dive | August 26, 2025 Databank Members

High-Income Consumers’ Sentiment Soars Ahead; Plus, Home and Home-Improvement Shopping in Focus: US Consumer Survey Insights

How US consumers’ sentiment is changing amid new tariffs reinstatement? We review two themes from our latest US consumer data: consumer sentiment and home and home-improvement shopping behavior.