Event PresentationUS Online Grocery Insights: Premium Subscriber Call—Presentation Sujeet Naik, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research July 10, 2026 Reasons to ReadDiscover how US online grocery is evolving as AI-powered shopping assistants, rapid delivery and subscription programs reshape shopper expectations, fulfillment strategies and retail competition. This slide deck was presented on our Premium Subscriber call from July 10, 2026. Read this presentation to uncover answers to these and other questions: How are AI-powered shopping assistants changing the future of grocery e-commerce? Why is delivery becoming the preferred fulfillment method for online grocery shoppers? What role do subscription programs such as Amazon Prime and Walmart+ play in shaping willingness to use AI in grocery shopping? How are GLP-1 consumers creating new opportunities for meal-kit providers and health-focused grocery offerings? Watch the analyst video that features this presentation here. Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles. 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 27: B&M and Heron Foods Open Stores Aaron Mark Dsouza, Data Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research July 10, 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: B&M, Brook Taverner, Garage, JD Sports, Kingfisher plc, Next, P.Louise, Poundland and The Food Warehouse. 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 27: IKEA To Close Plan & Order Store Aaron Mark Dsouza, Data Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research July 10, 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: IKEA, Primark, Publix Super Markets, Rural King, Toteme and U.S. Polo Assn. 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
Deep DiveAI and Organizational Design: Retailers Are Flattening Management Layers To Speed AI Decision-Making Charlie Poon, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research July 9, 2026 Reasons to Read Discover how AI is reshaping retail operating models, from flatter management structures to new AI leadership roles and centers of excellence. Understand why leading retailers are moving decision-making closer to smaller teams, store associates and business functions closest to the customer. Learn how agentic commerce is expanding across customer-facing and back-end workflows, including shopping assistants, associate agents and supply chain tools. Assess why workforce transformation, reskilling and change management are critical to AI adoption and employee engagement. Questions answered in this report: What does an AI-enabled retail organization look like compared with a traditional hierarchy? Why are retailers flattening organizational structures and reducing management layers? Which AI leadership roles and governance models are emerging in retail? How are retailers deploying AI agents across merchandising, marketing, stores, supply chain and customer service? What workforce skills and change-management steps are required to scale AI effectively? Data in this research report include: sector adoption rates for paid subscriptions to AI models, platforms and tools; a comparison of traditional and AI-enabled organizational structures; examples of AI-enabled retail restructurings; and a table of recent AI deployments by retailers and technology providers. Companies mentioned in this report include: Ace Hardware, Amazon, Ahold Delhaize, Blue Yonder, Crate and Barrel, Home Depot, Kroger, Lowe’s, NVIDIA, RELEX Solutions, Target, Tesco, Ulta Beauty and Walmart. 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 DivePlaybook: Managing Retail Supply Chains in the Agentic Age John Harmon, CFA, Managing Director of Technology Research July 8, 2026 Reasons to ReadDiscover how agentic AI is transforming supply chain management, helping retailers and brands build faster, more resilient and more intelligent operations. Read this report to discover answers to these and other questions: How can retailers build greater agility, resilience and speed into supply chains using agentic AI? In what ways are AI agents revolutionizing supply chain management, from natural-language interfaces to rapid customization and migration? How can organizations connect AI-driven supply chains to workforce planning and real-world operational data? What new risks do enterprise and shadow AI models introduce, and how can companies mitigate them? How can more efficient supply chain management improve sustainability, reduce waste and optimize AI resource consumption? Companies mentioned in this report include: Afresh; Amazon; Avery Dennison; Blue Yonder; Impinj; RELEX Solutions; SAP; Snowflake; Oracle; Google; Kroger; Upshop; Walmart; Williot; Workday; Zebra Technologies; Bamboo Rose; Infor Nexus; SmartSense by Digi. Data in this report include: AI technologies and supply chain applications; inventory management’s relationship to financial performance and customer satisfaction; innovation framework for retail and supply chain transformation; agent-enabled supply chain disruption management workflows; AI risk-mitigation frameworks. Other relevant research: Reinventing Store Checkout: Minimizing Friction to Drive Business Growth AI Is Unlocking New Features at a Rapid Pace: Insights from RELEX Live 2026 The Coresight Research AI Risk-Mitigation Framework AI Models: Risky Business—Navigating the Challenges of Using AI Opportunities in Retail Returns: Driving Down Costs and Driving Up Sustainability 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 DiveEconomic Sentiment Improves Significantly, Driven by Middle-Income Consumers’ Optimism: US Consumer Survey Insights Aditya Kaushik, Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research July 7, 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? How are higher gasoline prices impacting consumer budgets and driving spending cutbacks? Which categories are seeing the greatest reductions in spending—and what does this signal for discretionary vs. essential retail? Data in this research report include: Consumer sentiment by income and time; impact of gasoline prices on spending behavio; 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
Deep DiveUS Online Grocery Survey 2026: Delivery Pulls Ahead as Quick Commerce and AI Redefine Grocery Shopping Sujeet Naik, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research July 6, 2026 Reasons to ReadDiscover how US online grocery is evolving as AI-powered shopping assistants, rapid delivery and subscription programs reshape shopper expectations, fulfillment strategies and retail competition. Read this report to uncover answers to these and other questions: How are AI-powered shopping assistants changing the future of grocery e-commerce? Why is delivery becoming the preferred fulfillment method for online grocery shoppers? How can retailers use rapid delivery to support both convenience-led and routine grocery missions? What role do subscription programs such as Amazon Prime and Walmart+ play in driving online grocery engagement? How are GLP-1 consumers creating new opportunities for meal-kit providers and health-focused grocery offerings? Companies mentioned in this report include: Albertsons Companies; Aldi; Amazon; BJ’s Wholesale Club; Blue Apron; Costco; Dollar General; Dollar Tree; DoorDash; FreshDirect; Grocery Outlet; HelloFresh; Home Chef; Instacart; Kroger; Publix; Target; Walmart. Data in this report include: US online grocery purchase rates and expectations; delivery versus collection trends; rapid grocery delivery usage and platform adoption; AI-shopping-assistant feature preferences and comfort with AI auto-purchasing; online grocery retailer penetration and category purchasing trends; and meal-kit subscription usage among GLP-1 users. 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: Back-to-School Shopping Trends to Watch, with Aditya Kaushik Aditya Kaushik, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research July 5, 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 US Back to School 2026, Part 2: Where Consumers Will Shop—Mass Merchandisers Lead Over Amazon as Shoppers Prioritize Value, Execution and Convenience. Discover where and how consumers are shopping, overall and by school level—and what it means for retail strategy. Read this report to discover answers to these and other questions: How are shoppers shifting their purchasing behavior across in-store, online and hybrid channels like BOPIS? Which retailer types and individual banners are winning? The top categories 2026 BTS shoppers expect to shop. Companies mentioned in this report include: Walmart, Amazon. Data in this report include: BTS shopper preferences by channel, leading retailers and brands and top categories BTS shoppers expect to shop Other relevant research: The first report in our US Back to School 2026 series: US Back to School 2026, Part 1: Early Shopping, Inflation Worries and Strategic Choices Shape BTS 2026 The second report in our US Back to School 2026 series: US Back to School 2026, Part 2: Where Consumers Will Shop—Mass Merchandisers Lead Over Amazon as Shoppers Prioritize Value, Execution and Convenience All Analyst Corners This document was generated for
Store TrackerUS Store Tracker Extra, June 2026: June Announcements Take Total Open Retail Space to 64.5 Million Square Feet Aaron Mark Dsouza, Data Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research July 3, 2026 Reasons to ReadDiscover insights into the shifting retail landscape and upcoming trends with the 2026 US Store Tracker Extra. Read this report to discover answers to these and other questions: How do 2026 US store closures and openings compare to the same period in 2025? What are the leading companies driving retail space? Which retailers are expanding their presence with the net store openings in 2026? Companies mentioned in this report include: 303 Boards, Alimentation Couche-Tard Inc., American Eagle Outfitters, Inc., Amouage, Bass Pro Shops, Bath & Body Works, Inc., Bluemercury, Buc-ee’s, Build-A-Bear Workshop, Inc., Burlington Stores, Inc., Cartier, Casey’s General Stores, Inc., Cole Haan, Costco Wholesale Corporation, Crate & Barrel, Dash In, Dick’s Sporting Goods, Inc., Dollar General Corporation, Dunham’s Sports, Giant Eagle, Gap Inc., James Avery Artisan Jewelry, JCPenney, J.Jill, Inc., Jones Road Beauty, Kendra Scott, La DoubleJ, Levi Strauss & Co., Lucky’s Market, Luisaviaroma, Marli, Mitchell & Ness, Morning Lavender, Mountain High Outfitters, Muji, Neiman Marcus, Nordstrom, Inc., Piggly Wiggly, Primark, Publix Super Markets, Rolife, Royal Farms, Rural King, Save A Lot, Seasalt Cornwall, Studs, T Market, The BFLO Store, Thom Sweeney, Tiffany & Co., Tilly’s, Inc., Timberland, True Religion, Ulta Beauty, Inc., Vallarta Supermarkets, Victoria’s Secret & Co., Vuori, Walmart Inc., Wawa, West Marine, Inc., Whole Foods Market, Williams-Sonoma, Inc. and World Market. Other relevant research: View our full collection of store tracker reports, covering the UK, the US and Canada. The Coresight Research 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 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 UK Store Openings and Closures Tracker 2026, Week 26: Magnet Plans 15 Store Closures Aaron Mark Dsouza, Data Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research July 3, 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: Alohas, Canada Weather Gear, Freshies, H Mart, IKEA, J.Crew, Meijer, Primark, Ruti, Whole Foods Market and WHSmith. 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 26: WHSmith Closes 18 North America Stores Aaron Mark Dsouza, Data Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research July 3, 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: Alohas, Canada Weather Gear, Freshies, H Mart, IKEA, J.Crew, Meijer, Primark, Ruti, Whole Foods Market and WHSmith. 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
Insight ReportKroger Targets Regional Expansion with $1.65 Billion Giant Eagle Acquisition Sujeet Naik, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research July 2, 2026 Reasons to ReadDiscover how the Kroger Giant Eagle Acquisition reshapes US grocery retail through a $1.65 billion deal that expands Kroger’s scale, strengthens regional dominance and accelerates industry consolidation. Read this report to uncover answers to these and other questions: How does the Kroger Giant Eagle Acquisition increase Kroger’s scale, store base and annual revenue and what does the combined footprint mean for US grocery leadership? What do the expansion gains across Western Pennsylvania, Northeast Ohio, Maryland and West Virginia reveal about regional dominance opportunities in fragmented grocery markets? How could antitrust scrutiny and potential store divestitures in Central Ohio reshape the final structure and competitive balance of the deal? Why are regional grocers and other mid-sized chains increasingly becoming acquisition targets amid rising consolidation pressure? Companies mentioned in this report include: Kroger, Giant Eagle, Walmart, Costco, Albertsons, Ahold Delhaize, Aldi, Amazon, Dollar General, Meijer and Wegmans. 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 ReportOnebeat NYC Roadshow: Breaking the Retail Margin Spiral with Real-Time AI John Harmon, CFA, Managing Director of Technology Research July 2, 2026 Reasons to ReadDiscover how AI-driven inventory intelligence can help retailers improve margins, optimize assortments and respond faster to shifting consumer demand. Read this report to discover answers to these and other questions: How does Onebeat aim to break the retail margin spiral through dynamic inventory management? What key inventory, allocation and merchandising challenges emerged during Onebeat’s meetings with retailers and investors? What were the biggest takeaways from discussions on AI, agentic technology, GLP-1 and the Holiday 2026 consumer? Companies mentioned in this report include: Onebeat. Data in this report include: Inventory performance metrics and benchmarks; inventory challenges and retailer meeting insights; AI and inventory management trends; GLP-1-driven sizing and demand shifts; inventory allocation and assortment optimization metrics. Other relevant research: Playbook: Strategic Responses for Brands and Retailers to the GLP-1 Consumer Boom Retail-Tech Landscape: Supply Chain Technology RetailTech: Three Technologies Landlords Can Use to Take Malls to the Next Level 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 ReportUS CPG Sales Tracker: Essentials Drive Growth as Pricing Pressures Ease Prerana P Kotian, Data Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research July 2, 2026 Reasons to ReadDiscover the latest data-driven insights into accelerating e-commerce performance, category-level divergence and the structural drivers underpinning resilience across food, beauty and household essentials. Read this report to discover answers to these and other questions: What is driving steady growth in the US CPG market as inflation moderates, and how is the balance between pricing-led and volume-led expansion shifting? How is consumer spending concentrating in essential, repeat-purchase categories, and what does this reveal about cautious but resilient demand patterns? Which departments—food & beverages, health & beauty, and household essentials—are outperforming across e-commerce and total sales, and what factors are driving divergence? Which specific categories and subcategories (such as nonalcoholic beverages, beauty and household care) are delivering standout growth, and what trends are fueling their performance? Companies mentioned in this report include: Colgate-Palmolive, Ulta Beauty, PepsiCo, Danone, Kimberly-Clark, e.l.f. Beauty, Estée Lauder, Bath & Body Works, Walgreens, CVS. Data in this report include: Year-over-year growth rates for CPG e-commerce and in-store sales; Breakdown of CPG sales growth by department; Insights into food & beverage market growth and beauty category growth. Other relevant research: More reports in our US CPG Sales Tracker series Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles 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 ReportPrime Day Turns 10 in India: Amazon Doubles Down on Value, Speed and AI Abhinav Tagore, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research July 1, 2026 Reasons to ReadDiscover how Amazon is using Prime Day 2026 to strengthen its competitive position in India’s evolving e-commerce market. Read this report to discover answers to these and other questions: How is a more value-conscious consumer environment shaping Amazon’s Prime Day 2026 strategy? Why is Amazon expanding Amazon Now ahead of Prime Day, and what does it mean for India’s quick-commerce market? How is Amazon embedding AI across consumer and seller touchpoints, and what are the implications for brands and retailers? Data in this report include: India e-retail GMV forecasts; India retail inflation (CPI) trends; India quick-commerce GMV forecasts. Other relevant research: More Coresight Research coverage of Amazon’s Prime Day, including from past years The Coresight Research Amazon Databank brings together a range of proprietary data on Amazon, with a focus on its US retail operations. 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
