Deep DiveRetail-Tech Landscape: Supply Chain Technology Manik Bhatia, Head of Cobranded Research Sector Lead: Steven Winnick, Vice President—Innovator Services May 13, 2026 Reasons to ReadDiscover how next-generation technologies are transforming retail supply chains in the face of global uncertainty. Read this report to discover answers to these and other questions: How is AI helping retailers gain real-time visibility across fragmented supply chain operations? What is Agentic AI, and how is it enabling automated, autonomous decision-making in supply chains? Companies mentioned in this report include: Afresh, AutoScheduler.ai, Flexport, FourKites, Planet FWD and 50+ other retail-tech providers across categories such as demand forecasting, ESG and warehousing. Data in this report include: US supply chain management software market size forecasts; illustrations of AI-powered circular supply chains. Related Research Find more supply chain coverage in our recent three-part Supply Chain Insights report series. 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 DiveFinancial Sentiment Edges Up, Driven by Higher-Income Consumers: US Consumer Survey Insights Aditya Kaushik, Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research May 12, 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
Event CoverageAgentic Payments Are Open for Business: Insights from Stripe Sessions 2026 John Harmon, CFA, Managing Director of Technology Research May 12, 2026 Reasons to ReadDiscover how Stripe’s agentic payment innovations could reshape retail commerce, checkout and fraud prevention. Read this report to discover answers to these and other questions: How is Stripe enabling agentic payments and wallets for businesses and consumers? Why do retailers need to reimagine e-commerce websites for AI chatbots and robot visitors? How is token theft emerging as a new source of fraud and risk? Companies mentioned in this report include: Stripe, OpenAI, Google, Best Buy, Coach, Kate Spade, JD Sports, Fanatics, Quince, BigCommerce, Wix, WooCommerce, Meta/Facebook, Mastercard, Visa, Affirm, Klarna, Bose, Perplexity. Data in this report include: Stripe Sessions attendance and product launches; retail adopters of Stripe’s Agentic Commerce Suite; examples of agentic and stablecoin payments; fraud trends including free-trial abuse and risky sign-ups blocked by Stripe Radar. 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 ReportSix Months to Singles’ Day 2026: How Will Extended, Segmented and Convenience-Driven Consumption Reshape the Festival? Sophie Anne Luo, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research May 11, 2026 Reasons to ReadDiscover the shifting retail and consumer landscape shaping Singles’ Day 2026. Read this report to uncover answers to these and other important questions: How are longer promotional windows and more segmented spending patterns reshaping Singles’ Day beyond traditional peak day concentration? How are simpler promotions, clearer pricing and reduced friction influencing consumer engagement and conversion? What role is instant commerce playing in making speed, convenience and fulfillment flexibility more central to Singles’ Day? How could expanded government subsidies and policy supported consumption categories influence category demand and retailer strategy in 2026? Data in this research report include: Singles’ Day 2025 total GMV growth and platform level performance across traditional ecommerce and instant commerce. Consumer participation growth, daily purchasing user trends and platform engagement metrics from Alibaba and JD.com. Chinese New Year 2026 travel volume, tourism spending and broader distributed consumption indicators. Instant commerce GMV growth, order volume expansion and fulfillment related platform metrics. 2026 “Two New” policy funding scale, subsidy expansion and policy supported category growth. Growth in selected functional and technology oriented consumption categories during CNY 2026. Companies mentioned in this report include: Alibaba, JD.com, Taobao, JD Now and Dada Nexus Other relevant research: Chinese New Year 2026: Four Trends To Expect for the Year of the Horse 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: Proptech Solutions Abhinav Tagore, Analyst Sector Lead: Steven Winnick, Vice President—Innovator Services May 11, 2026 Reasons to ReadUnderstand how proptech is transforming retail real estate into a data-driven, AI-powered engine for performance and growth. Read this report to uncover answers to these and other questions: Which companies are leading across key proptech segments—and how are solution providers differentiated across footfall intelligence, lease intelligence, media attribution, tenant analytics, smart property operations and cross-channel services? How are digital twins powering smarter retail properties and transforming operational decision-making? How is AI-driven lease intelligence automating portfolio management and reducing risk for landlords? Companies mentioned in this report include: Walmart, Hanshow, Prophia, MRI Software, VTS, Yardi, Echo Analytics, Placer.ai, RetailNext, Foursquare, Criteo, Aislelabs, Placewise, BrainBox AI, Facilio, Manhattan Associates, NewStore, InPost. Other relevant research: All our Retail-Tech Landscapes spotlighting innovators that are disrupting the retail industry Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. 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
Analyst CornerAnalyst Corner: Cutting Through AI News Flood with the Coresight Research AI IMPACT Framework, with Charlie Poon Charlie Poon, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research May 10, 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 AI Insights: Tracking AI’s Biggest Shifts with the AI IMPACT Framework Artificial intelligence is advancing so quickly that the volume of news can make it hard to tell what matters most. Coresight Research’s AI IMPACT Framework brings structure to that flow, breaking AI’s development and impact into six connected pillars: Investment and Infrastructure, Models, Policies and Regulations, Applications, Consumers and Retail, and Transformation. The goal is to turn a fast-moving stream of announcements into insight and actionable intelligence. Read this report to discover answers to these and other questions: Why are compute, power and data-center capacity becoming a key area in the AI race? How are models shifting from chat tools toward autonomous co-workers? Why are AI engines becoming more important to retail and commerce? How are regulation, copyright and labor-market shifts changing the AI outlook? Data in this research report include: AI funding and infrastructure developments, model-release trends, policy and copyright signals, consumer AI adoption, GenAI shopping uptake and AI-driven workforce shifts. Companies mentioned in this report include: OpenAI, Anthropic, Meta, Amazon, Google, DeepSeek, Alibaba, Ace Hardware, Ulta Beauty, Tesco and HSBC. Other relevant research: All Analyst Corners All of our research on AI in retail All of our research on generative AI 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 18: Claire’s To Reopen Stores Aaron Mark Dsouza, Data Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research May 8, 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: Boglioli, Boyes, Charles Clinkard, Claire’s, Finisterre, Hamleys, HIP, Klass, Marks & Spencer, Matalan, Pureseoul, Shoe Zone and Wren Kitchens. 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 18: Murphy USA To Open Stores Aaron Mark Dsouza, Data Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research May 8, 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, Boggi Milano, Boll & Branch, Charles Tyrwhitt, Falconeri, Kendra Scott, Miniso Group Holding Limited, Murphy USA Inc., Primark, Schnucks, Tractor Supply Company. 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
Store TrackerUS Store Tracker Extra, April 2026: 30+ Million Square Feet of Retail Space To Close This Year Aaron Mark Dsouza, Data Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research May 8, 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 closures and openings? Which retailers are expanding their presence with the newest store openings in 2026? Companies mentioned in this report include: 7-Eleven, Adidas AG, Albertsons Companies, Inc., Aldi, Alphabet Inc., Apple Inc., Arhaus, Inc., Article, Astrid & Miyu, Bass Pro Shops, BYLT, CaratLane Trading Pvt. Ltd., Cozey, CVS Health Corporation, Daiso, Designer Brands Inc., Jaded London, JCPenney, J.Jill, Inc., Kindthread, Kiokii and…, Leica Camera AG, Loewe, Lowe’s Companies, Inc., Miniso Group Holding Limited, New Era Cap, Inc., NONFICTION, Nordstrom, Inc., On Holding AG, Povison, Rural King, Saks Global Holdings LLC, Sportsman’s Warehouse Holdings, Inc., Subdued, Tinycottons, Trader Joe’s, U.S. Polo Assn., Urban Outfitters, Inc., Violet Grey, Vivaia, Vivobarefoot, Walgreen Co., Walmart Inc., Warby Parker Inc., Wawa, Winn-Dixie, Wren Kitchens, Yesway, Zumiez 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 ReportAI Insights: Tracking AI’s Biggest Shifts with the AI IMPACT Framework Charlie Poon, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research May 7, 2026 Reasons to ReadArtificial intelligence is advancing across compute, power, models, policy, retail adoption and labor at once. Discover how the Coresight Research AI IMPACT framework distills this fast-moving news flow into actionable intelligence across six pillars. Read this report to discover answers to these and other questions: How are funding, compute and energy turning AI into an infrastructure battlefield? How are frontier models becoming autonomous co-workers? How are open-weight models reshaping pricing and competitive advantage? Why are regulators and copyright disputes becoming central to AI strategy? What does AI-assisted shopping adoption signal for agentic commerce and retailers? Data in this research report include: AI funding rounds and valuations; compute, energy and data-center deals; frontier and open-weight model timelines; regulatory and copyright developments; US agentic commerce market-size estimates; consumer GenAI shopping adoption; retailer AI assistant launches; and AI-linked layoffs. Companies mentioned in this report include: OpenAI, Anthropic, Meta, Amazon, Google, NVIDIA, DeepSeek, Moonshot AI, Alibaba, Ace Hardware, Ulta Beauty, Tesco and HSBC. 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 Report4Q25 US Earnings Season Wrap-Up: 80% of Companies Grow Sales and About 75% Beat EPS Consensus Amid Broad Strength in Discount, Specialty Apparel and Value Retail Abhinav Tagore, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research May 6, 2026 Reasons to ReadDiscover how leading retailers and brands performed in 4Q25 amid resilient sales growth and mounting margin pressures. Read this report to discover answers to these and other questions: Which retail sectors outperformed—and which lagged—during 4Q25 earnings season? How are consumer preferences shifting toward value, discount and essential retail channels? What is driving the continued strength of e-commerce players despite profitability pressures? How are tariffs, macroeconomic uncertainty and cost pressures impacting margins and earnings? Which companies are winning or losing market share across apparel, beauty, CPG and beyond? Companies mentioned in this report include: Adidas; Nike; Walmart; Target; Amazon; Alibaba; Costco; Macy’s; Kohl’s; Dollar General; Ulta Beauty; Estée Lauder; L’Oréal; Coca-Cola; Procter & Gamble; Nestlé; PepsiCo; Home Depot; Lowe’s; Kering; LVMH and more. Data in this report include: company revenue growth and EPS performance; year-over-year sales comparisons across sectors 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 CoverageSeven & i Holdings IR Day Spring 2026: Store Modernization, Fresh Food, Digital Growth and Global Expansion Drive the 2030 Roadmap Sujeet Naik, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research May 6, 2026 Reasons to ReadDiscover how Seven & i Holdings (the parent company of 7-Eleven) is reshaping convenience retail through fresh food, private brands, store modernization, digital delivery and international expansion as part of its 2030 roadmap. Read this report to uncover answers to these and other questions: How is Seven & i moving from recovery to execution as it targets stronger growth through 2030? Why is North America the biggest transformation lever, and how could 7,000 remodels, 1,300 new stores and 2,600 franchise conversions reshape SEI’s performance? How will fresh food, restaurants and private brands help 7-Eleven become a stronger daily meal destination? What role will 7NOW, Gold Pass and digital convenience play in scaling online growth to approximately $1.8 billion in sales by 2030? Why is Europe emerging as Seven & i’s fourth growth pillar, and how is the company evaluating new international markets? Companies mentioned in this report include: Seven & i Holdings. 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 Improves, Driven by Higher-Income and Middle-Income Consumers: US Consumer Survey Insights Aditya Kaushik, Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research May 5, 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
Event CoverageHershey 2026 Investor Day: The “One Hershey” Plan to Win Across Snacks Sumesh C S, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research May 4, 2026 Reasons to ReadUncover how Hershey is leveraging its “One Hershey” commercial model to dismantle category silos and emerge as a total snacking expert. This report breaks down the company’s aggressive pivot toward premium and functional categories, powered by a 25% surge in R&D and AI-driven operational excellence. Read this report to discover answers to these and other questions: How does the “One Hershey” model consolidate sales teams to maximize retail shelf space and bargaining power? What strategic role does the acquisition of LesserEvil play in Hershey’s quest for the No. 2 spot in US salty snacking? How will “Decision Intelligence” generate $150 million in structural value through real-time supply chain micro-decisions? What are the four core R&D priorities driving Hershey’s $1.5 billion incremental sales target? How does the partnership with VitaKey provide a technical edge in the high-growth functional snacking market? What are the specific phases of Hershey’s two-step financial plan to restore margins? Data in this research report include: Growth projections for the US salty snacking market Companies mentioned in this report include: Hershey 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
Analyst CornerAnalyst Corner: How US Consumers Are Shopping for Groceries in 2026, with Sujeet Naik Sujeet Naik, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research May 3, 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 How US Consumers Are Shopping for Groceries: Prioritizing Value, Convenience and Private Labels Amid Macroeconomic Pressures In this Analyst Corner, discover how US grocery shopping habits are shifting in 2026, driven by inflation, geopolitical changes and evolving consumer preferences. Dive into this report to uncover answers to these and other critical questions: How are inflation and geopolitical pressures influencing US consumers’ grocery shopping behaviors in 2026? What strategies can retailers employ to adapt to consumers’ new shopping patterns and ensure sustained sales growth? How do macroeconomic factors like tariffs and energy price fluctuations impact consumer spending in grocery stores? What opportunities exist for grocers to leverage price sensitivity and drive traffic to stores or e-commerce platforms? What is the role of promotions, value and convenience in shaping consumer choices in the current retail environment? Other relevant research: All Analyst Corners This document was generated for
