Infographic2026 Sector Outlook: US CPG—Volume Growth, GLP-1 Influence and Digital Acceleration To Drive CPG Growth Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research December 18, 2025 Reasons to ReadOur 2026 Sector Outlook data graphics provide forward-looking data, insights and conclusions for US retail sectors. Across the series of 10 snapshots, we cover US retail (overall); apparel and footwear; beauty; consumer packaged goods (CPG); department stores; drugstores; grocery; home and home improvement; luxury; and mass merchandisers, warehouse clubs and discount stores. Discover how health, AI, and premiumization are reshaping the US CPG sector in 2026. Read this report to discover answers to these and other questions: How are AI and automation transforming product development, supply chain efficiency, and consumer engagement across major CPG brands? Why are health-driven innovations, such as low-sugar and high-protein products, becoming central to growth strategies? How is the rise of GLP-1 medications influencing consumer preferences in nutrition and functional beverages? What’s driving the continued shift toward premium products, and how are companies catering to quality-seeking consumers in personal care and snacks? Companies mentioned in this report include: PepsiCo, P&G, Colgate-Palmolive, Kimberly-Clark, Danone, Coca-Cola. Data in this report include: growth forecasts for the US CPG sector; AI-powered innovations in product development and marketing; trends in health-conscious consumer behavior; volume vs. price-driven growth; insights into supply chain and operational efficiency. 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 2025, Week 52: Pacsun Plots Major US Expansion DriveCEO Brief: Iran Energy Shock—US Consumer Economy and Retail ImpactsMass Merchandisers, Warehouse Clubs and Discount Stores: Themes, Concepts and Innovators—Target at a Crossroads, Dollar Stores Revive and Warehouse Clubs Gain MomentumWeekly US Store Openings and Closures Tracker 2025, Week 53: Nearly 5,300 Stores Opened in 2025
Deep Dive3Q25 Earnings Season Wrap-Up: 84% of Companies Grow Sales, 77% Beat Top-Line Consensus in a Solid Quarter for Discount, Off-Price and Specialty Apparel Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research December 18, 2025 Reasons to ReadRead this report to discover answers to these and other questions: Which retail categories and sectors led year-over-year sales growth, and which struggled amid macroeconomic pressures? How did performance vary across sectors such as apparel, beauty, grocery and home improvement? What proportion of companies beat or missed consensus revenue and EPS estimates—and what does it reveal about consumer health? How are major players responding to inflation and tariffs through pricing, sourcing, and supply chain strategies? What are retailers forecasting for 4Q25 and the full fiscal year across categories, regions and channels? Companies mentioned in this report include: Adidas, Alibaba, Amazon, Burberry, Burlington Stores, The Coca-Cola Company, Costco Wholesale, CVS Health, Dollar General, Dollar Tree, eBay, Five Below, The Gap Inc., The Home Depot, JD.com, Levi Strauss & Co., Lowe’s, Macy’s, Nestlé, PepsiCo, Procter & Gamble, Richemont, Target, The TJX Companies, Under Armour, VF Corporation, Walgreens Boots Alliance, Walmart and many more. Data in this report include: Revenue and EPS growth by company and sector; year-over-year changes in total revenue across 14 retail sectors; sales and comps performances vs. consensus estimates; company-level forward guidance. 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:Essential Guide to Shoptalk Fall 2025: Turning Current Challenges into Long-Term Strengths with Retail AlchemyInnovator Profile: Coframe—Using AI-Driven Experimentation to Optimize Digital Storefront PerformanceWeekly UK Store Openings and Closures Tracker 2026, Week 11: Toolstation and Whole Foods Market To ExpandNavigating TikTok’s Uncertainty: Analyzing Challenges and Emerging User Migration Trends
Event CoverageCES 2026 Preview: A Guide to What Retailers Should See and Do John Harmon, CFA, Managing Director of Technology Research December 18, 2025 Reasons to ReadPlan your CES 2026 attendance and discover these and more with Coresight Research at CES 2026: If you’re interested in the future of retail, the retail track offers an essential overview of the cutting-edge trends reshaping the industry. Discover the next big thing in tech by exploring the startups revolutionizing industries globally. Stay up to date with the game-changing announcements and insights from top global leaders in tech, media and industry. Coresight Research will bring you direct insights into the latest general and automotive tech products, helping you stay on the cutting edge and spot the next big trends. Stay tuned for our upcoming 2026 retail-technology outlook, which will be published at the outset of CES Companies mentioned in this report include: AMD, Intel, Lenovo, Nvidia, Zebra Technologies. 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 Store Tracker Extra, February 2026: Five Below and Sprouts Farmers Market Add 2.5+ Million Square Feet to Total Opened Retail SpaceUnlocking Success: The Pathway to Profitability for US Brands and RetailersThe Grocery Technology Playbook: Eight Strategic Priorities To Stay Ahead in 20262025 Tariffs: Impacts on the US Consumer Economy—Infographic
Infographic2026 Sector Outlook: US Mass Merchandisers, Warehouse Clubs and Discount Retailers—Warehouse Clubs To Lead Growth amid Sustained Value-Seeking Behavior Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research December 17, 2025 Reasons to ReadOur 2026 Sector Outlook data graphics provide forward-looking data, insights and conclusions for US retail sectors. Across the series of 10 snapshots, we cover US retail (overall); apparel and footwear; beauty; consumer packaged goods (CPG); department stores; drugstores; grocery; home and home improvement; luxury; and mass merchandisers, warehouse clubs and discount stores. Understand the key forces reshaping the US mass retail landscape in 2026 and beyond. Read this report to discover answers to these and other questions: What growth is forecast for the sector, and which retail format is expected to lead in 2026? How are macroeconomic pressures and evolving consumer behaviors shaping the challenges and opportunities for value-focused retailers? What three themes are defining the strategic priorities for mass merchandisers, warehouse clubs and discount retailers in the coming year? Why is the influx of affluent shoppers into discount stores a potential game-changer for the sector? How are scale, technology and private-label strategies positioning mass retailers to consolidate share and outpace sector specialists? Companies mentioned in this report include: Walmart, Target, BJ’s Wholesale, Costco, Sam’s Club, Big Lots, Dollar General, Dollar Tree, Family Dollar, Five Below, Ollie’s Bargain Outlet, Amazon, Shein and Temu. Data in this report include: Forecasted year-over-year growth and sector size; retailer-reported category sales trends; store expansion plans; survey data on AI adoption in shopping. 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:Inside India’s Flourishing Men’s Skincare Market—Masstige Growth, Celebrity Influence and Tech InnovationInsights from China’s National Day Golden Week 2025: Resilience and Evolution in Consumer Demand3Q24 US Retail Inventory Insights: Apparel, Off-Price and Warehouse Club Retailers Expand Inventories for the HolidaysJanuary 2025 US Retail Sales: Nearly All Sectors Report Mid-Single-Digit Sales Growth
Infographic2026 Sector Outlook: US Department Stores Retailing—A Slowing Decline amid Strategic Reset Aditya Kaushik, Analyst December 17, 2025 Reasons to ReadOur 2026 Sector Outlook data graphics provide forward-looking data, insights and conclusions for US retail sectors. Across the series of 10 snapshots, we cover US retail (overall); apparel and footwear; beauty; consumer packaged goods (CPG); department stores; drugstores; grocery; home and home improvement; luxury; and mass merchandisers, warehouse clubs and discount stores. Discover the forces reshaping US department store retail in 2026. Read this report to discover answers to these and other questions: How is the US department store market projected to grow in 2026, and what macro factors could influence consumer spending? What are the key sector drivers and challenges? Which trends are set to shape consumer behavior and retail strategies? What surprising factors are influencing shoppers? Companies mentioned in this report include: Walmart, Macy’s, Kohl’s, Amazon, The TJX Companies Data in this report include: US department store market size and growth forecasts; category growth performance; consumer behavior trends; and shopper sentiment convenience. 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:The Grocery Technology Playbook: Eight Strategic Priorities To Stay Ahead in 2026Senior Retail Leaders Convene at Shoptalk Spring 2026 to Build the AI Playbook for Profitable GrowthUS CPG Sales Tracker: Beauty Sales Accelerate, While Online Grocery Sees Sharp SlowdownUS CPG Sales Tracker: Beauty and Food Drive E-Commerce Growth; Discretionary Categories Rebound
Insight ReportOctober 2025 US Retail Sales: Strong Start to the Holiday Quarter Despite Government Shutdown and Dwindling Consumer Sentiment Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research December 17, 2025 Reasons to ReadIn October 2025, US retail sales (excluding gasoline and automobile sales) increased by 4.5%, a slight slowdown from the previous month. Using data from the US Census Bureau, we analyze US retail sales in October 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), October 2024– October 2025 Year-over-year changes in retail sales by sector, September and October 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:Weekly UK Store Openings and Closures Tracker 2025, Week 33: River Island Confirms Store Closures; Claire’s UK Files for Administration4Q25 Retail Inventory Insights: Execution Discipline Delivers Cleaner Holiday Exits and Turnover ImprovementAmazon Prime Day 2025: Preview—Five Essential Insights on Consumers’ Shopping PlansFinancial Sentiment Improves; Plus, Online Shopping in Focus: US Consumer Survey Insights
Event CoverageSaving $4.5 Billion as “Client Zero”: Insights from the IBM “AI at Scale” Conference—From Potential to Performance John Harmon, CFA, Managing Director of Technology Research December 17, 2025 Reasons to ReadCoresight Research attended and participated in the “AI at Scale: From Potential to Performance” event in December 2025, organized by IBM. Read this report to: Understand the transformative potential of AI by 2030 and how IBM is leveraging generative and agentic AI to accelerate business capabilities. Learn about IBM’s achievement in AI adoption and its significant impact on productivity, saving $4.5 billion annually. Discover the challenges faced by physical stores in the age of agentic commerce and mobile search. Companies mentioned in this report include: IBM, SAP 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:Shoptalk Europe 2026 Insights: From AI to Retail MediaHoliday Bites—Prime Big Deal Days, Walmart Deals, Target Circle Week and Kohl’s Cyber Deals: Consumer Participation—Data GraphicTaking the Temperature on Tariffs Ahead of August 1: How Are Different Consumer Groups Reacting? US Consumer Survey Insights ExtraShoptalk Spring 2026 “Shark Reef” Startup Pitch: Event Format and Competitors
Deep DiveHoliday 2025 Survey Insights: Shopping Continues To Accelerate as the Homestretch Approaches Aditya Kaushik, Analyst December 16, 2025 Reasons to ReadDiscover how tariffs and inflation driven shifts in sentiment and behavior are shaping the final weeks of the 2025 holiday shopping season. Read this report to discover answers to these and other questions: What are the latest signals are we seeing in holiday shopping behaviors and which retailers are winning holiday-season share? Where are consumers shopping for holiday products and how are discount and convenience players performing? What product categories are leading holiday purchases, and what role is inflation playing in consumer choices? What product categories and from which retailer did consumers shop? Data in this research report include: Holiday purchase rates; top retailers for holiday shopping and holiday categories. Companies mentioned in this report include: Albertsons Companies, Amazon, Best Buy, Costco, Dollar Tree, eBay, Etsy, Family Dollar, Five Below, Gamestop, Hobby Lobby, Home Depot, JCPenney, Kohl’s, Kroger, Lowe’s, Macy’s, Old Navy, Ross Stores, Sam’s Cub, Sephora, Target, Temu, The TJX Companies, Ulta and Walmart. Other relevant research: US Holiday 2025: Consumer Survey and Retail Outlook—From Social To Smart: AI Becomes the New Driver of Holiday Discovery and Value Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. All Coresight Research coverage of US holiday retail 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:Inconsistent Trends Appear to Reflect Uncertainty: Weekly US Consumer Sentiment, Week 31, 2025—InfographicInnovator Profile: Chimeable—Generating Authentic Reviews and Scaling User Videos Through Social Media SyndicationWeekly UK Store Openings and Closures Tracker 2025, Week 26: River Island To Close 30+ StoresWeekly UK Store Openings and Closures Tracker 2025, Week 41: Claire’s To Close 145 Stores
Deep DiveFinancial Sentiment Turns Positive Ahead of Rate Cut: US Consumer Survey Insights Aditya Kaushik, Analyst December 16, 2025 Reasons to ReadDiscover how US consumers are reacting to shifting economic conditions, inflation pressures and tariffs in the holiday season. Read this report to discover answers to these and other questions: How is consumer sentiment diverging across income groups—and what does this mean for premium versus value retail performance. Data in this research report include: Consumer sentiment by income and time; and retailer and category-level shopping data. Other relevant research: Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. Already a 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:AI Agents Power Cognitive Supply Chains: Insights from Blue Yonder ICON 2025 ConferenceSentiment Improves, Driven by Higher-Income and Middle-Income Consumers: US Consumer Survey InsightsRetail-Tech Landscape: Israel—February 2026 UpdateAmazon Apparel US Consumer Survey 2026: Premium Subscriber Call Presentation
Infographic2026 Sector Outlook: US Drugstore Retailing—Strong Volume Growth amid Margin Pressure Aditya Kaushik, Analyst December 16, 2025 Reasons to ReadOur 2026 Sector Outlook data graphics provide forward-looking data, insights and conclusions for US retail sectors. Across the series of 10 snapshots, we cover US retail (overall); apparel and footwear; beauty; consumer packaged goods (CPG); department stores; drugstores; grocery; home and home improvement; luxury; and mass merchandisers, warehouse clubs and discount stores. Discover the forces reshaping US drugstore retail in 2026. Read this report to discover answers to these and other questions: How is the US drugstore and pharmacies market projected to grow in 2026, and what macro factors could influence consumer spending? What are the key sector drivers and challenges? Which trends are set to shape consumer behavior and retail strategies? What surprising factors are influencing shoppers? Companies mentioned in this report include: Walmart, CVS Health, Walgreens, Amazon, Kroger, Albertsons Companies Data in this report include: US drugstore and pharmacies market size and growth forecasts; category growth performance; consumer behavior trends; and shopper sentiment convenience. 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:Groceryshop 2025 Day One: AI Drives Smarter Operations as Shoppers Seek Value and WellnessAnalyst Corner: Why India Retail is Primed for a Blockbuster Festive-Sale Season, with Manik BhatiaJune 2026 US Retail Sales Outlook: Resilient Growth Amid Weakening Consumer FundamentalsAmazon Prime Day 2025 Evolves into a Retail Ecosystem: Five Insights on a Transforming Midyear Sales Season
Infographic2026 Sector Outlook: US Beauty Retailing—Fragrance, GLP-1 and Science-Led Innovation To Drive Expansion Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research December 16, 2025 Reasons to ReadOur 2026 Sector Outlook data graphics provide forward-looking data, insights and conclusions for US retail sectors. Across the series of 10 snapshots, we cover US retail (overall); apparel and footwear; beauty; consumer packaged goods (CPG); department stores; drugstores; grocery; home and home improvement; luxury; and mass merchandisers, warehouse clubs and discount stores. Discover how science, AI and wellness are reshaping the future of US beauty retail in 2026. Read this report to discover answers to these and other questions: How are AI technologies transforming both beauty product development and retail experiences across major players? Why are science-backed ingredients and clinically validated formulations becoming central to innovation strategies? In what ways is the aging US population driving long-term demand in skincare and related categories? What’s behind the continued rise of fragrance, and how are retailers using it to capture Gen-Z and premium demand? Companies mentioned in this report include: Ulta Beauty, L’Oréal, Estée Lauder, e.l.f. Beauty, Coty, Bath & Body Works, Beiersdorf. Data in this report include: growth forecasts for the US beauty sector; AI implementation in retail and product innovation; category growth trends in skincare, fragrance and wellness; consumer behavior across social commerce and omnichannel fulfillment. 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:Enhance Shopping and Customize Care: Three Technologies Transforming the Drugstore and Pharmacy Retail LandscapeRetail-Tech Landscape: Proptech SolutionsGroceryshop 2025 Day Three: Driving Grocery’s Future with AI, New Revenue Models and Unified VisionEarnings Insights 1Q25, Week 1: Mixed Results from LVMH, Nestlé, P&G and Others Amid Heightened Tariff Concerns—Infographic
Event CoverageAWS Re:Invent 2025: Five Insights from a Flood of Agentic AI Announcements by Amazon John Harmon, CFA, Managing Director of Technology Research December 16, 2025 Reasons to ReadRead this report to discover answers to these and other questions: How does AWS claim to instantly modernize legacy software across any language, codebase, or framework? What are Frontier Agents, and why do they represent a leap forward in autonomous, scalable AI? How do updates to Amazon and SageMaker platforms accelerate model customization and agent development? What new AgentCore functions support quality control, memory retention, and regulatory compliance in AI agents? In what ways is Amazon deploying agentic AI to transform business functions like product development, marketing, and supply chain? Companies mentioned in this report include: Amazon and AWS Data in this report include: transformation capabilities of legacy software; performance attributes of Frontier agents; platform enhancements for model fine-tuning and agent development; monitoring and memory functions of AgentCore; applications of agentic AI across business operations. Other relevant research: The Agentic AI Playbook: How to Redefine Retail with Intelligent Autonomy 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:Seasonal Shopping, 2Q25—Expectations for Easter, Memorial Day, Mother’s Day, Father’s Day; Plus, Holiday 2025 Plans: US Consumer Survey Insights ExtraWhat Can Retailers Learn from Shein and Temu?: Premium Subscriber Call, February 2025Chinese New Year 2025: New Trends—Domestic Travel and Subsidy-Boosted SpendingInnovator Profile: Autolane—Operating Infrastructure for Autonomous Curbside Logistics
Infographic2026 Sector Outlook: US Grocery Retailing—Volume Growth To Remain Constrained amid Cautious Consumer Spending Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research December 15, 2025 Reasons to ReadOur 2026 Sector Outlook data graphics provide forward-looking data, insights and conclusions for US retail sectors. Across the series of 10 snapshots, we cover US retail (overall); apparel and footwear; beauty; consumer packaged goods (CPG); department stores; drugstores; grocery; home and home improvement; luxury; and mass merchandisers, warehouse clubs and discount stores. Discover how value, health, and AI are reshaping the US grocery sector in 2026. Read this report to discover answers to these and other questions: How are alternative grocery channels, like mass merchandisers and discount stores, impacting traditional grocers’ market share? Why is private-label growth becoming a key driver of retailer success, enhancing margins and consumer loyalty? How will AI, data and automation improve pricing, supply chain efficiency and labor scheduling for grocery retailers? What’s the influence of health-driven consumer trends, such as the rise of GLP-1 medications, on grocery product demand? How will ongoing tariff challenges affect grocery pricing and sourcing in 2026? Companies mentioned in this report include: Amazon, Walmart, Aldi and Fresh Thyme. Data in this report include: US grocery retail market size and growth forecasts, consumer behavior shifts due to inflation. 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 Store Tracker Extra, March 2025: US Total Closed Retail Space Exceeds 100 Million Square FeetFinancial Sentiment Falls Despite Supreme Court Move to Strike Down Tariffs: US Consumer Survey InsightsInnovator Profile: Wayvee Analytics—Analyzing Customer Emotions to Boost Store and Shelf PerformanceWeekly US and UK Store Openings and Closures Tracker 2025, Week 2: Barnes & Noble CEO Announces Store Expansion Plan
Infographic2026 Sector Outlook: US Retail—Steady Retail Expansion in a More Stable Economic Environment Anand Kumar, Associate Director of Research December 15, 2025 Reasons to ReadOur 2026 Sector Outlook data graphics provide forward-looking data, insights and conclusions for US retail sectors. Across the series of 10 snapshots, we cover US retail (overall); apparel and footwear; beauty; consumer packaged goods (CPG); department stores; drugstores; grocery; home and home improvement; luxury; and mass merchandisers, warehouse clubs and discount stores. Discover how economic stability, evolving consumer behaviors, and technological innovations are reshaping the US retail and e-commerce sector in 2026. Read this report to discover answers to these and other key questions: How are shifts in consumer sentiment and economic conditions, such as a steady GDP growth, impacting retail consumption? What role will e-commerce continue to play in the retail landscape, and how will online retail grow in share of total retail sales? Why is AI-driven automation, data analytics and retail media becoming crucial to sustaining profitability in a competitive retail market? How is the rise of GLP-1 medications influencing consumer behaviors in key sectors like food and apparel? How will the changes in interest rates, housing markets and inflation affect discretionary spending in 2026? Companies mentioned in this report include: Ahold Delhaize, Aldi, Danone, Dollar General, TJX Companies and Walmart Data in this report include: US retail and e-commerce market growth forecasts, consumer behavior trends and sector performance projections. 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 2025, Week 48: American Signature, Bed Bath & Beyond and Saks To Close StoresInnovator Profile: Flock AI—AI-Native Platform for Visual Content GenerationGlobal Luxury—Real Estate Insights: Brands Move from Tenants to Landlords, with Innovative, Experience-Rich FlagshipsWhat Can Retailers Learn from Shein and Temu?: Insights Presented at RLC Global Forum 2025
Analyst CornerAnalyst Corner: How Fast Will Agentic Commerce Scale? Three Gauges to Watch, with Charlie Poon Charlie Poon, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research December 14, 2025 Reasons to ReadWelcome to Analyst Corner! Every Sunday, a member of the Coresight Research team shares insights on recent or upcoming research and their perspectives on the most compelling trends shaping retail. This week, Charlie Poon, Analyst at Coresight Research, explores the true pace of agentic commerce—AI-driven shopping powered by intelligent agents—and presents three key consumer gauges that will determine how quickly this transformation takes hold. We also spotlight our latest research from the past week. For a deeper dive, premium subscribers should read our full report series on agentic commerce, including guidance for how retailers can make their products visible and shoppable in AI-driven ecosystems. Other relevant research: Agentic Commerce: How Retailers Can Make Their Products Discoverable and Shoppable for 800 Million ChatGPT Users Agentic Commerce: How Retailers Can Employ OpenAI’s Agentic Commerce Protocol To Unleash a True AI Shopping Agent Agentic Commerce: How Should Retailers Leverage GEO to Maximize AI-Engine Visibility? 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:Analyst Corner: What Happened with US and China Consumer Sentiment on the Eve of Expected Tariffs? with John MercerUS Store Tracker Extra, June 2025: 120+ Million Square Feet of Retail Space To Close This Year, Outpacing Openings by Over 1.5XEarnings Insights 1Q25: Wrap-Up—Growth Outpaces Declines Across Most SectorsUS Fashion Resale: Value, Vintage and Luxury Drive Momentum
