Company ProfileMoncler S.p.A (BIT: MONC) Company Profile Charlie Poon, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research January 16, 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 subscriber? 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 subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Analyst Corner: Why India Retail is Primed for a Blockbuster Festive-Sale Season, with Manik BhatiaUS Consumer Sentiment Amid the Energy Shock: Premium Subscriber CallWeekly US Store Openings and Closures Tracker 2026, Week 5: Saks Global To Close StoresUnilever’s Exit from Food Pitches It Head to Head with Procter & Gamble in HPC
Company ProfileJD.com (NASDAQ: JD, SEHK: 9618) Company Profile Charlie Poon, Analyst January 16, 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 subscriber? 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 subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:US CPG Sales Tracker: E-Commerce Sustains Double-Digit Growth Rate; In-Store Sales Expansion SlowsRolling Metric Continues Upward Trend: Weekly US Consumer Sentiment, Week 30, 2025—InfographicPersonal Financial Sentiment Improves Significantly: Weekly US Consumer Sentiment, Week 49, 2025—Data GraphicHome and Home-Improvement Shopping in Focus; Financial Sentiment Turns Negative: US Consumer Survey Insights
Store TrackerWeekly UK Store Openings and Closures Tracker 2026, Week 2: Greggs To Open 120 Net New Stores Risheek Dandekeri Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research January 16, 2026 Reasons to ReadKeep updated on the latest trends in the UK retail sector, where the number of new store openings is outpacing closures in 2026. Read this report to discover answers to these and other questions: Which retailers have been responsible for the rise in openings and closures this week, and what factors are influencing these decisions? How do the store openings and closures in 2026 compare to 2025, and what are the key trends driving the year‑on‑year changes? Which retailers lead UK store opening and closure in 2026? Companies mentioned in this report include: Greggs, Lidl, Marks & Spencer full-line stores, Pop Mart, Poundland, Primark and Søstrene Grene. Data in this report include: weekly totals of UK store closures and openings for 2026 and 2025; retailer-level breakdowns of announced versus confirmed closures/openings. 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 subscriber? 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 subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Analyst Corner: Navigating the “SaaSpocalypse,” with John HarmonSentiment, Tariffs and Inflation—What the Consumer Is Thinking: US Consumer Survey InsightsShoptalk Spring 2025 “Shark Reef” Startup Pitch: Preview—12 Innovators Leveling Up the Customer Experience and Streamlining OperationsSenior Retail Leaders Convene at Shoptalk Spring 2026 to Build the AI Playbook for Profitable Growth
Store TrackerWeekly US Store Openings and Closures Tracker 2026, Week 2: Saks Files for Bankruptcy; Macy’s To Close More Stores; Amazon Plans New Superstore Risheek Dandekeri Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research January 16, 2026 Reasons to ReadDiscover which retailers are contributing to the surge in US store openings in 2026, and which ones continue to close stores. Read this report to discover answers to these and other questions: Which retailers have led the way in the most recent store closures and openings? How do the trends in store closures and openings in 2026 compare to those in 2025, and what insights can be drawn from these patterns? Which retailers lead US store openings and closures in 2026? Companies mentioned in this report include: Albertsons, American Signature, Inc., Aritzia, H-E-B, Lowe’s, Macy’s, Piggly Wiggly, SKIN1004, Target and Whole Foods Market. 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 subscriber? 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 subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Sector Focus: Beauty Retailing—Data GraphicEnhance Shopping and Customize Care: Three Technologies Transforming the Drugstore and Pharmacy Retail LandscapeRetail Crime and Shrink: Facial Recognition Tech Gains Ground; Shoplifting Climbs 13% in EnglandWeekly UK Store Openings and Closures Tracker 2025, Week 44: Shoe Zone Closes Stores
Company ProfilePrada S.p.A (SEHK: 1913) Company Profile Charlie Poon, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research January 16, 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 subscriber? 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 subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Analyst Corner: Navigating the “SaaSpocalypse,” with John HarmonImpact of Saks Store Closures on Competitors: Strategic Opportunities and Proximity AnalysisFive Ways Brands and Retailers Can Use AI/ML and Shared Data to Energize End-to-End Product ManagementAnalyst Corner: Understand Who Shops Where in US Retail, with John Mercer
Company ProfileLVMH Moët Hennessy Louis Vuitton S.E. (ENXTPA: MC) Company Profile Charlie Poon, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research January 16, 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 subscriber? 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 subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Retail 2026: 10 Trends in Retail TechnologyThree Data Points We’re Watching This Week, Week 8The New Coresight 100: Setting the Direction for Global Retail in 2026Sentiment Dives, Tariff Pessimism Deepens, Reactive Shopping Entrenches: US Consumer Survey Insights
Company ProfileHermès International Société en commandite par actions (ENXTPA: RMS) Company Profile Charlie Poon, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research January 16, 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 subscriber? 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 subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Retail-Tech Landscape: Israel—January 2025 UpdateDick’s Sporting Goods To Acquire Foot Locker: Analyzing Store Overlap, Shopper Penetration and Strategic ReachWeekly US Store Openings and Closures Tracker 2026, Week 11: Dollar Tree and Ollie’s Bargain Outlet Take Total Store Openings Ahead of ClosuresPlaybook: Strategic Responses for Brands and Retailers to the GLP-1 Consumer Boom
Company ProfileKering SA (ENXTPA: KER) Company Profile Charlie Poon, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research January 15, 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 subscriber? 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 subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Analyst Corner: US Retail Inflation Rises to Its Highest Level in 2.5 Years, with John MercerTariff Anxiety Hits the Supermarket: US Consumers Turn Cautious When Shopping for GroceriesAmazon Prime Day India 2025: Preview—Capitalizing on E-Commerce Momentum; Unlocking Small-Town Potential Through Speed and ValueSector Focus: Luxury Shopping—Data Graphic
Insight ReportNovember 2025 US Retail Sales: Positive but Muted Holiday Growth Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research January 15, 2026 Reasons to ReadIn November 2025, US retail sales (excluding gasoline and automobile sales) increased by 3.0%, marking a further slowdown from October and one of the weakest growth rates of the year. Using data from the US Census Bureau, we analyze US retail sales in November 2025, in total and by sector. Data in this research report are: Year-over-year changes in US total retail sales (excluding gasoline and automobiles), November 2024–November 2025 Year-over-year changes in retail sales by sector, October and November 2025 Already a subscriber? 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 subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:High-Income Consumers Turn Optimistic About Economy; Plus, Inflation Awareness Declines: US Consumer Survey InsightsEarnings Insights 1Q25, Week 4: Alibaba, Walmart and Others Report Sales Growth While Under Armour Reports Sales Decline—InfographicSenior Retail Leaders Convene at Shoptalk Spring 2026 to Build the AI Playbook for Profitable GrowthSector Focus: Department Stores—Data Graphic
Company ProfileBurberry Group (LSE: BRBY) Company Profile Charlie Poon, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research January 15, 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 subscriber? 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 subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:US CPG Sales Tracker: Beauty Sales Accelerate, While Online Grocery Sees Sharp SlowdownRetail 2025: 10 AI Trends—An Inflection Point in the GenAI RevolutionHoliday 2025 Survey Insights: Holiday Shopping Jumps As Shutdown Impact FadesHigh-Income Consumers Turn Optimistic About Economy; Plus, Inflation Awareness Declines: US Consumer Survey Insights
Company ProfileAlibaba (NYSE: BABA; SEHK: 9988) Company Profile Charlie Poon, Analyst January 15, 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 subscriber? 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 subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Retail 2025: China Retail Predictions—Midyear Trends UpdateHigh Income Consumers’ Sentiment Improves; Government Shutdown Impacting Shoppers: US Consumer Survey InsightsTariffs + Consumer Sentiment: A Timeline, 2026—Data GraphicRetail Tech for Holiday 2026: AI-Led Discovery and Operational Readiness—Playbook
Deep DiveHead-to-Head in Beauty Retailing: Sephora vs. Ulta Beauty Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research January 15, 2026 Reasons to ReadUnderstand how two beauty giants are reshaping the $85 billion US beauty retail market through diverging strategies and innovations. Read this report to discover answers to these and other questions: Who is winning in the battle of scale vs. productivity between Ulta Beauty and Sephora? How do Ulta’s domestic strength and Sephora’s global reach shape their competitive positions? Why does Ulta dominate foot traffic while Sephora leads in sales efficiency? What digital innovations and omnichannel strategies are setting each brand apart? How do Ulta and Sephora differ in their core customer demographics and loyalty program strengths? Companies mentioned in this report include: Amazon, Bath & Body Works, Bluemercury, E.l.f. Beauty, Glossier, Kohl’s, LVMH, Macy’s, Nordstrom, Sally Beauty, Sephora, Target, The Body Shop, Ulta Beauty, Walgreens Boots Alliance. Data in this report include: US beauty market size and growth rates; revenue and store performance comparisons; monthly foot traffic trends; e-commerce penetration and digital engagement metrics; sales per store and per square foot; shopper demographics by age and income. Already a subscriber? 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 subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Weekly US Store Openings and Closures Tracker 2026, Week 15: 7-Eleven Announces Store ClosuresInnovator Profile: Selectika—Enhancing Online Product Discovery Through Intelligent Metadata EnrichmentPowering Next-Gen Retail Stores with Advanced Network Connectivity—Data GraphicEarnings Insights 1Q25, Week 6: Costco Wholesale, Deckers Outdoor and Ulta Beauty Report Growth While Department Stores Face Challenges—Infographic
Company ProfileCompagnie Financière Richemont SA (SWX: CFR) Company Profile Charlie Poon, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research January 15, 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 subscriber? 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 subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Earnings Insights 1Q25: Wrap-Up—Growth Outpaces Declines Across Most SectorsGroceryshop 2025 Day One: AI Drives Smarter Operations as Shoppers Seek Value and WellnessJuly 2025 US Retail Sales: Growth Accelerates to Second-Highest Rate YTD, Supported by Prime DayNRF 2026: Retail’s Big Show—Day 2—Retail Running on AI, Plus The Growing Value of Private Label and Creator Content
Event CoverageNRF 2026: Retail’s Big Show—Day 3—Agentic Commerce Expectations, Marketplace Best Practices and Disciplined Brand Transformation John Mercer, Head of Global Research and Managing Director of Data-Driven Research January 14, 2026 Reasons to ReadDiscover the key strategies shaping retail’s future and how brands are adapting to new opportunities and challenges, with day three insights from NRF 2026: Retail’s Big Show. Read this report to discover answers to these and other questions: How is agentic commerce evolving, and what role do LLMs play in discovery and conversion? Why is curation prioritized over scale in marketplace models by leading retailers like Best Buy, Nordstrom, and Target? How are marketplaces being leveraged as tools for risk management and learning in retail operations? What is driving brand rejuvenation at companies like VF Corp., and how are they balancing focus with innovation? Companies mentioned in this report include: Best Buy, Nordstrom, Target, VF Corp., OpenAI Other relevant research: NRF 2026: Retail’s Big Show—Day 2—Retail Running on AI, Plus The Growing Value of Private Label and Creator Content NRF 2026: Retail’s Big Show—Day 1—Everything Agentic, Plus Digital Twins, Robotics and Smart Stores All our insights on AI in retail Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. Already a subscriber? 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 subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:The Agentic AI Playbook: How to Redefine Retail with Intelligent AutonomyThree Data Points We’re Watching This Week, Week 16: US Easter Expectations3Q25 Earnings Season Wrap-Up: 84% of Companies Grow Sales, 77% Beat Top-Line Consensus in a Solid Quarter for Discount, Off-Price and Specialty ApparelOnce-Highflying Allbirds Sells Itself for a Song
InfographicSector Focus: Luxury Shopping—Data Graphic Aditya Kaushik, Analyst January 14, 2026 Reasons to ReadOur Sector Focus data graphics feature the latest survey findings on US retail sectors and categories. Dive into the US luxury product sector in this graphic. Head to our US Consumer Survey Insights Databank for the full selection of data from our quarterly sector surveys. Find our full selection of US Consumer Survey Insights reports and data graphics here. Already a subscriber? 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 subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:US Holiday 2025: Early Outlook—Improving Signals, But Will It Last?Agentic Commerce: The US’s Open Approach vs. China’s Vertical IntegrationAnalyst Corner: How Is AI Shaping MarTech?—Transforming Your Strategy via Agentic AI, with Manik BhatiaAmazon Bids to Acquire TikTok—What It Means for US E-Commerce
