Analyst CornerAnalyst Corner: What’s Ahead for Retail Media in 2026, with Sujeet Naik Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research January 18, 2026 Reasons to ReadDiscover how retail media will evolve into a more collaborative, standardized and full-funnel channel by 2026—and what that means for advertisers, retailers and technology providers. Read this report to discover answers to these and other questions: How large will the global retail media opportunity be in 2026, and what forces are driving its continued double-digit growth? How are retail media networks evolving from performance-focused platforms into full-funnel, brand-building channels? Why is in-store media emerging as the next major growth frontier, and how influential is it at the point of purchase? How will measurement standardization, industry frameworks and third-party verification reshape confidence and comparability in retail media performance? Why is 2026 a critical inflection point as the market shifts from rapid network proliferation to optimization and differentiation? Companies mentioned in this report include: Interactive Advertising Bureau (IAB), Media Rating Council (MRC), Albert Heijn, Circana, Comscore and Nielsen. Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for Other research you may be interested in:Head-to-Head in Global Luxury Retailing: Kering vs. LVMHWeekly UK Store Openings and Closures Tracker 2025, Week 19: Store Closures Down 25% Year Over YearHigh-Income Consumers’ Sentiment Soars Ahead; Plus, Home and Home-Improvement Shopping in Focus: US Consumer Survey InsightsAssessing Amazon’s Grocery Strategy: How Amazon Is Positioning Itself to Dominate the Future of US Food Retail
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:Three Data Points We’re Watching This Week, Week 7: Consumer Sentiment FocusWhy Is Shein Acquiring Everlane?Once-Highflying Allbirds Sells Itself for a SongUS Back to School 2025, Part 3: Essential Categories and Apparel for the BTS Season—Athleisure and Basics Set to Lead
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:Weekly UK Store Openings and Closures Tracker 2025, Week 20: Asda Opens New Format; Skims Plans to Step into the UK in 2026Weekly US Store Openings and Closures Tracker 2026, Week 20: Boot Barn To Open StoresFinancial Optimism Hits Six-Month High; Consumers Adapt to Tariffs and Inflation: US Consumer Survey InsightsAgentic Commerce: The US’s Open Approach vs. China’s Vertical Integration
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: US Apparel and Footwear Retailing—Key Distribution Channel Shifts in 2026Weekly US Store Openings and Closures Tracker 2026, Week 1: Retailers Announce More Than 1,000 Store Openings for 2026High-Income Consumers’ Economic Optimism at Five-Month Low; Holiday Shopping Accelerates: US Consumer Survey InsightsWeekly UK Store Openings and Closures Tracker 2025, Week 53: Nearly 1,550 Stores Opened in 2025
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:Tariffs + Consumer Sentiment: A Timeline, 2026—Data GraphicInnovator Profile: Ethosphere—Turning Retail Sales-Floor Conversations Into Operational InsightsThe STORE Framework for Driving Innovation in RetailMarch 2026 US Retail Sales: Inflation and High Prices Drive E-Commerce and Gasoline Growth
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:Retail Crime and Shrink: Facial Recognition Tech Gains Ground; Shoplifting Climbs 13% in EnglandFinancial Confidence Stabilizes: Weekly US Consumer Sentiment, Week 42, 2025—Data GraphicWeekly US Store Openings and Closures Tracker 2025, Week 28: Store Closures Climb by Two-Thirds vs. Last YearThree Data Points We’re Watching This Week, Week 13: Dollar Tree, Inc. To Sell Family Dollar
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:Weekly UK Store Openings and Closures Tracker 2026, Week 13: Superdry To ExpandWeekly US Store Openings and Closures Tracker 2025, Week 47: IKEA Continues Its Opening Spree; Target To Invest in StoresConsumer Sentiment Declines; Plus, Apparel and Footwear Shopping in Focus: US Consumer Survey Insights3Q25 Retail Inventory Insights: Execution Discipline Drives Performance into Holiday 2025
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:Navigating TikTok’s Uncertainty: Analyzing Challenges and Emerging User Migration TrendsUS Store Tracker Extra, July 2025: 127 Million Square Feet of Retail Space To Close, Outpacing Openings by 60%High-Income Consumers’ Sentiment Soars Ahead; Plus, Home and Home-Improvement Shopping in Focus: US Consumer Survey InsightsReturn to Uncertainty for Retail: Supreme Court Strikes Down US Tariffs
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:March 2025 US Retail Sales: Retail Sales Rebound Amid Tariff ConcernsWeekly US Store Openings and Closures Tracker 2026, Week 20: Boot Barn To Open StoresHoliday 2025 Survey Insights: Discount Retailers Dominate Top 10 as Government Shutdown ImpactsTariffs Prompt Pull-Forward Purchases: What Are Consumers Buying Early?—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:Consumer Sentiment Hits New Low; Many Consumers Cut Back on Eating Out Amid High Gas Prices: US Consumer Survey InsightsAnalyst Corner: Why Growth in US CPG Unit Sales Has Stalled, with Sujeet NaikEarnings Insights 4Q24, Week 2: Columbia Sportswear, Mondelēz and Tapestry See Sales Growth; Clorox, Estée Lauder and PepsiCo Report DeclinesWeekly UK Store Openings and Closures Tracker 2026, Week 18: Claire’s To Reopen Stores
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:Analyst Corner—Key Tech Themes at CES 2025 and NRF 2025, with John HarmonWeekly US Store Openings and Closures Tracker 2025, Week 44: Carter’s To Close 150 StoresWeekly US Store Openings and Closures Tracker 2025, Week 48: American Signature, Bed Bath & Beyond and Saks To Close Stores4Q24 Earnings Season Wrap-Up: Which Companies Missed, Beat and Fell in Line with Expectations?—Infographic
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:Agentic Commerce—How Should Retailers Leverage GEO to Maximize AI-Engine Visibility?Seasonal Shopping, 2Q25—Expectations for Easter, Memorial Day, Mother’s Day, Father’s Day; Plus, Holiday 2025 Plans: US Consumer Survey Insights ExtraThe Beauty Conversion Architecture: From Discovery to Purchase—Powering Beauty Companies’ Growth in 2025 and BeyondSeasonal Shopping, 2Q26—Expectations for Memorial Day, Mother’s Day, Father’s Day; Plus, Holiday 2026 Plans: US Consumer Survey Insights Extra
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 UK Store Openings and Closures Tracker 2026, Week 24: Closures Up 31% Year Over YearAnalyst Corner: Three Consumer-Focused Predictions for US Retail for the Second Half of 2025, with Anand KumarHoliday 2025: Black Friday Preview—Value, AI and Extended Promotions To Drive Sales This YearAWS Retail and Consumer Goods Analyst Day 2026
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 4Q24, Week 1: Levi Strauss, P&G, Walgreens and Others Post Sales Growth, While Burberry and Kimberly-Clark Report DeclinesThree Data Points We’re Watching This Week, Week 18: What US Consumers Think About Tariffs—UpdateWeekly UK Store Openings and Closures Tracker 2025, Week 30: Marks & Spencer Opens Airside Food StoresWeekly US Store Openings and Closures Tracker 2026, Week 24: West Marine Plans 59 Closures After Chapter 11 Filing
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:Three Data Points We’re Watching This Week, Week 25: Predictive Data—Looking Ahead in US RetailConsumer Sentiment Shows Signs of Improvement Amid Temporary Tariff Reduction: China Consumer Survey InsightsUS Store Tracker Extra: Store Openings and Closures 2025 Review and 2026 OutlookHoliday 2025: US Holiday Retail Homestretch—Strong Total Demand (So Far), with Price-Driven Players Entrenching Structural Gains
