Company ProfileLululemon Athletica Inc. (NYSE: LULU) Company Profile Aditya Kaushik, Analyst August 21, 2026 Reasons to ReadCoresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content: Countries of operation and key product categories Annual metrics—including revenues, operating margin and global store numbers Our insights into the company’s operations, including consideration of headwinds and tailwinds Business strategy Recent company developments The company’s current management team Click here to see our full Coresight 100 list and related reports. Already a member? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Store TrackerWeekly UK Store Openings and Closures Tracker 2026, Week 33: River Island To Close Sheffield and Swansea Stores as Estate Overhaul Continues Aaron Mark Dsouza, Data Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research August 21, 2026 Reasons to ReadDiscover the latest trends in UK retail store openings and closures for 2026 and gain insights into the evolving market landscape. Read this report to discover answers to these and other questions: How many store closures and openings have UK retailers announced year to date in 2026 and how do these totals compare with the same period in 2025? Which retailers are driving the latest changes in our 2026 major UK store closures and openings tracker? How do full-year 2025 store closures and openings compare with 2026 year-to-date trends? Companies mentioned in this report include: Apple, Belstaff, Clintons, Decathlon, Dobbies, French Connection, Harli + Harpa, Marks & Spencer food stores, Menkind, Never Fully Dressed, New Look, Poundland, River Island, Russell & Bromley, TGJones, TJ Hughes and Trotters. Data in this report include: week-by-week comparisons of UK store closures and openings for 2026 and 2025; rankings of major retailers by total store closures; rankings of major retailers by total store openings; tabulated confirmed versus planned store activity by retailer and sector. Other relevant research: The full collection of Store Tracker reports, including our US-focused series The US and UK Store Tracker Databank is the definitive resource for information on store openings and closures by sector in the US and UK retail industries. The Corporate and Financial Developments Databank includes details of management changes, financial guidance updates, retail and tech layoffs and capital raised by major retail companies. The Retail Bankruptcies Databank details bankruptcies of US and UK retail companies, restaurants and gyms since March 2020. Already a member? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Store TrackerWeekly US Store Openings and Closures Tracker 2026, Week 33: Aldi Announces Closures, MUJI Plans Openings, Walgreens Closure Count Update Aaron Mark Dsouza, Data Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research August 21, 2026 Reasons to ReadUncover the latest shifts in the retail landscape and stay ahead of key trends that impact store openings, closures and the broader consumer market. Read this report to discover answers to these and other questions: What are the top store openings and closures in the US for 2026 so far? Which retailers are expanding in 2026 and which brands are downsizing? How do store closures and openings compare between 2025 and 2026 in key retail sectors? Companies mentioned in this report include: Aldi, Bealls, Birkenstock, Coach, Fabletics, Hobby Lobby, Kate Spade, LEGO, MUJI, Walgreen Co. Data in this report include: weekly totals of US store closures and openings for 2026 and 2025; retailer-level breakdowns of announced versus confirmed closures/openings; total store counts by retailer; total US retail bankruptcies year to date. Other relevant research: The full collection of Store Tracker reports, including our UK-focused series The US and UK Store Tracker Databank is the definitive resource for information on store openings and closures by sector in the US and UK retail industries. The Corporate and Financial Developments Databank includes details of management changes, financial guidance updates, retail and tech layoffs and capital raised by major retail companies. The Retail Bankruptcies Databank details bankruptcies of US and UK retail companies, restaurants and gyms since March 2020. Already a member? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Company ProfileRoss Stores, Inc. (NasdaqGS: ROST) Company Profile Aditya Kaushik, Analyst August 20, 2026 Reasons to ReadCoresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content: Countries of operation and key product categories Annual metrics—including revenues, operating margin and global store numbers Our insights into the company’s operations, including consideration of headwinds and tailwinds Business strategy Recent company developments The company’s current management team Click here to see our full Coresight 100 list and related reports. Already a member? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Insight ReportRetail-Tech Landscape: Online Shopper Convenience Abhinav Tagore, Analyst Sector Lead: Steven Winnick, Vice President—Innovator Services August 20, 2026 Reasons to ReadDiscover how AI, visualization and fulfillment technologies are reshaping online shopper convenience and the competitive priorities for retailers. Read this report to discover answers to these and other questions: Discover how leading apparel, e-commerce and luxury companies are balancing growth, profitability and evolving consumer demand. Read this report to discover answers to these and other questions: How did Birkenstock deliver strong growth and raise its FY26 guidance despite foreign-exchange and US tariff pressures? How is JD.com improving profitability despite softer sales, and what factors will shape its near-term outlook? How are Burberry and Tapestry sustaining brand momentum, and what is driving their growth across regions, brands and customer segments? Companies mentioned in this report include: Birkenstock Holdings, JD.com, Burberry Group, Tapestry. Data in this report include: US retail sales growth, estimated retail-only inflation and inferred real sales growth. Data in this report include: AI-driven retail traffic and conversion; AI chatbot usage and web visits; online return rates and merchandise returns; same-day and next-day delivery usage and coverage. Already a member? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Event PresentationWhat Will Retail Health Look Like in the Future, and How Can AI Support It? Insights Presented at NACDS Total Store Expo 2026 Deborah Weinswig, CEO and Founder August 20, 2026 Reasons to ReadDiscover insights from Deborah Weinswig’s presentation at NACDS Total Store Expo 2026: How can drugstores tap a new era in wellness, marked by GLP-1 usage, aging consumers and a focus on longevity? On August 15, 2026, Coresight Research presented at NACDS Total Store Expo on the topic of wellness retailing and drugstore opportunities. Other relevant research: Read the accompanying report Already a member? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Insight ReportRetail Crime and Shrink: Retailers Scale Up Facial Recognition Tech; Cargo Theft and Fraud Rise as Organized Crime Shifts Beyond the Store Sujeet Naik, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research August 19, 2026 Reasons to ReadDiscover how retailers are responding as organized retail crime shifts beyond the store into cargo theft, e-commerce fraud and AI-enabled scams—and how technologies such as facial recognition, RFID, computer vision and real-time tracking are reshaping loss prevention. What is driving organized retail crime and fraud to shift from stores toward supply chains, digital channels and higher-value targets? How are retailers deploying facial recognition, AI-powered computer vision, RFID, GPS tracking and other technologies to reduce theft and improve employee safety? How are cyber-enabled cargo theft, AI-generated receipts, gift card fraud and other emerging tactics changing the retail risk landscape? How can retailers strengthen loss prevention while balancing customer experience, privacy, data governance and human oversight? Companies mentioned in this report include: Costco Wholesale Corporation; CVS Health Corporation; Grocery Outlet Holding Corp.; Motorola Solutions, Inc.; Sainsbury’s plc; Target Corporation; The Home Depot, Inc.; Walmart Inc. Already a member? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Insight ReportLululemon’s Leadership Churn Adds Risk to an Already Challenging Turnaround Aditya Kaushik, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research August 18, 2026 Reasons to ReadUncover how a wave of executive departures is adding fresh risk to Lululemon’s turnaround just weeks before its new CEO arrives. Read this report to discover answers to these and other questions: What’s happened with Lululemon’s recent leadership departures? How does the technology leadership change add execution risk during Lululemon’s turnaround? Why does executive turnover raise the importance of leadership stability ahead of O’Neill’s arrival? How does leadership churn compound the operational and governance pressure already facing the turnaround? What does Coresight Research think this means for Lululemon’s path forward? Companies mentioned in this report include: Lululemon Athletica (Nasdaq: LULU) and NIKE (NYSE: NKE). Data in this research report include: Lululemon’s leadership and governance timeline; monthly year-over-year store traffic change. Other relevant research: US Apparel and Footwear Market Navigator Already a member? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Company ProfileBJ’s Wholesale Club (NYSE: BJ) Company Profile Sujeet Naik, Analyst August 18, 2026 Reasons to ReadCoresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content: Countries of operation and key product categories Annual metrics—including revenues, operating margin and global store numbers Our insights into the company’s operations, including consideration of headwinds and tailwinds Business strategy Recent company developments The company’s current management team Click here to see our full Coresight 100 list and related reports. Already a member? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Insight ReportJuly 2026 US Retail Sales: Growth Decelerates to 4.6% After June’s Prime Day Surge Ristha Dsa, Data Manager Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research August 18, 2026 Reasons to ReadThis report offers a detailed analysis of US retail sales performance in July 2026, breaking down key trends by sector and providing insights into inflation trends affecting the market. Read this report to find answers to these questions: What were the year-over-year changes in total retail sales (excluding gasoline and automobiles) between July 2025 and July 2026? How did retail sales perform across different sectors in July 2026 and July 2026? What is the estimated retail-only inflation trends from September 2025 to July 2026? Other relevant research: Our monthly reports keep you up to date on retail sales (in total and by sector) and key consumer indicators in the US. Complementing our monthly reports, the Coresight Research US Retail Sales Databank brings together retail sales data to help you understand the scale and trajectory of US retail. Already a member? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Deep DiveSentiment and Shopping Behavior—What’s Changed? US Consumer Survey Insights Aditya Kaushik, Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research August 18, 2026 Reasons to ReadDiscover how US consumers are reacting to shifting economic conditions, Iran conflict and inflation pressures. Read this report to discover answer to these questions: How is consumer sentiment diverging across income groups—and what does this mean for premium versus value retail performance? Which retailer consumers are shopping at and what categories they are purchasing? Data in this research report include: Consumer sentiment by income and time; and retailer and category-level shopping data. Other relevant research: Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. Already a member? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Company ProfileVF Corporation (NYSE: VFC) Company Profile Aditya Kaushik, Analyst August 17, 2026 Reasons to ReadCoresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content: Countries of operation and key product categories Annual metrics—including revenues, operating margin and global store numbers Our insights into the company’s operations, including consideration of headwinds and tailwinds Business strategy Recent management commentary and company developments The company’s current management team Click here to see our full Coresight 100 list and related reports. Already a member? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Company ProfileRalph Lauren Corporation (NYSE: RL) Company Profile Aditya Kaushik, Analyst August 17, 2026 Reasons to ReadCoresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content: Countries of operation and key product categories Annual metrics—including revenues, operating margin and global store numbers Our insights into the company’s operations, including consideration of headwinds and tailwinds Business strategy Recent company developments The company’s current management team Click here to see our full Coresight 100 list and related reports. Already a member? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Market Navigators/Market OutlookMarket Navigator: US Apparel and Footwear—Solid Spending Growth, Shifting Share and Uneven Execution Aditya Kaushik, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research August 17, 2026 Reasons to ReadDiscover how US apparel and footwear bands and retailers are performing in the current environment of shifting economic conditions, Iran conflict and inflation pressures. Read this report to discover answer to these questions: Discover which apparel and footwear retailers are leading in sales, traffic, and productivity in 2026. Learn how department stores, specialty, off-price, and online retailers are performing. Examine store footprint rationalization, category shifts, and consumer behavior trends. Explore digital tools, omnichannel integration, and AI adoption shaping the sector. Gain actionable insights for strategy, portfolio management, and growth in US apparel and footwear retail. Companies mentioned in the report: Amazon, Walmart, American Eagle Outfitters, Abercrombie & Fitch, Fast Retailing, H&M, Gap, Inc., NIKE, Adidas, Columbia Sportswear, Dick’s Sporting Goods, Costco, Crocs, Deckers Outdoor Corporation, JD Sports, Levi’s. Ralph Lauren, Puma, Lululemon Athletica, Macy’s, Kohl’s, TJX Companies, Ross Stores, Burlington Stores, Nordstrom, Academy Sports and Outdoor, Skechers. Data in this research report include: Store revenue and productivity, store footprints and closures, sales per store and per sq. ft., category breakdowns, consumer survey trends, digital adoption, and competitive landscape analysis. This report is a part of our 2026 series of Market Navigator reports, which provide deep dives on major retail sectors and on US retail overall. Click here to see more Market Navigators and check back as we publish more. Other relevant research: Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. Already a member? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our membership plans. View Membership Plans or Purchase this report. Buy Now This document was generated for
Analyst CornerAnalyst Corner: What Lies Ahead for US Grocery Retailing, with Sujeet Naik Sujeet Naik, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research August 16, 2026 Reasons to ReadEach Analyst Corner features highlights and insights from the respective week’s “Report of the Week”—our featured must-read research report. This week, our featured report was Market Navigator: US Grocery Retailing—How Quick Commerce, AI and Polarized Consumer Needs Are Shaping Competition. Discover how the US grocery retail market is evolving as value pressures, online grocery growth, AI adoption, health and wellness trends and shifting consumer priorities reshape the competitive landscape. Read this Analyst Corner to uncover answers to these and other questions: What factors are shaping growth and consumer demand in the US grocery retail market in 2026? How are rising fuel costs and changes to SNAP influencing grocery spending, basket sizes and demand for value? What is driving the continued expansion of online grocery, same-day delivery and quick commerce? How are AI, retail media and digital capabilities creating competitive advantages for larger, tech-enabled retailers? How can grocery retailers respond as consumers increasingly prioritize both value and health and wellness? Companies mentioned in this report include: Aldi, Dollar General, Dollar Tree, Sam’s Club, Sprouts Farmers Market and Walmart. Other relevant research: All Analyst Corners This document was generated for
