Deep DivePlaybook: Retail’s Alternative Revenue Models—Monetizing Media, Data and Infrastructure John Harmon, CFA, Managing Director of Technology Research February 9, 2026 Reasons to ReadUncover how retailers can unlock alternative revenue streams to drive profitability, resilience, and growth in a competitive market. Read this report to discover answers to these and other questions: How can retailers determine the most impactful areas for monetization? What technology and vendor strategies ensure the success of new revenue sources? Why is it essential to shift from a project mentality to an operational one in managing new revenue ventures? How can diversifying revenue streams help increase resilience and growth for retailers? What ethical considerations should retailers prioritize when monetizing data and other assets? Companies mentioned in this report include: Amazon, Walmart, Kroger, Target, Home Depot, Instacart, Albertsons, Macy’s, Best Buy, Kohl’s, Ocado Group, and more. Data in this report include: Alternative revenue strategies for retail media networks, data sales/licensing, retail-as-a-service, and third-party marketplaces; Potential revenue gains and selected retailers employing these strategies; Insights into revenue contributions from memberships and credit card revenues. 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
Analyst CornerAnalyst Corner: The Appeal and Power of Middle-Aged RFID Technology Continues to Pick Up Steam, with John Harmon John Harmon, CFA, Managing Director of Technology Research February 8, 2026 Reasons to ReadRead this report to discover answers to these and other questions: How is RFID technology transforming retail operations and associate efficiency? What are the latest innovations in RFID hardware and software applications for retail? How are major retailers like Walmart, Kroger, and Amazon incorporating RFID into their operations? What new developments are driving RFID adoption in the grocery sector? How can RFID improve theft prevention and shrinkage analysis in retail environments? Companies mentioned in this report include: Amazon AWS, Avery Dennison, Kroger, Sensormatic, Qualcomm, Walmart and Zebra Technologies. Data in this report include: RFID adoption trends; Retail use cases for RFID technology; Case studies of RFID implementation in grocery and retail operations. This document was generated for
Event PresentationCoresight Research Agenda for 2026—Retail’s Strategic Imperatives: Premium Subscriber Call John Mercer, Head of Global Research and Managing Director of Retail ResearchJT Blubaugh, Senior Account Executive February 6, 2026 Reasons to ReadThe Coresight Research team outlines our comprehensive research agenda for 2026, focusing on the strategic imperatives shaping retail’s future. Macroeconomic, Consumer and Industry Conditions: What factors will shape retail performance in 2026 and where opportunities exist despite ongoing volatility Emerging Opportunities: Where retailers should focus their efforts and how they can tap into growth opportunities in a dynamic market environment Coresight Research’s 2026 Agenda: How our research program will address these critical themes and support your strategic decision-making throughout the year Other relevant research: CEO Brief: 2026 US Macroeconomic Outlook—Incremental or Inflection Point? 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
Store TrackerWeekly UK Store Openings and Closures Tracker 2026, Week 5: Game Over; But Aldi To Open 40 Stores Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research February 6, 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: What are the key store closures and openings for major UK retailers in 2026? How are Aldi, Co-op, and Frasers Group reshaping the UK retail scene with their store expansions and closures? How is the retail sector adjusting to shifts in consumer demand and macroeconomic factors? Companies mentioned in this report include: Aldi, Co-op, EE, Farmfoods, Frasers Group, H Beauty, H & M Hennes & Mauritz AB, Hollister, Home Bargains, IKEA, Jollyes, Lookfantastic, Marks & Spencer outlet stores, Miniso, Pop Mart, The Entertainer. 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
Store TrackerWeekly US Store Openings and Closures Tracker 2026, Week 5: Saks Global To Close Stores Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research February 6, 2026 Reasons to ReadUncover the latest retail dynamics in the US with in-depth insights into store openings, closures, and key retail shifts in 2026. Read this report to discover answers to these and other questions: How are Saks Global, Allbirds, and Anta reshaping the landscape of store closures and openings? How many stores are Sprouts Farmers Market and Lidl planning to add? How is the retail bankruptcy landscape evolving with the closures of major brand like Saks Global? Companies mentioned in this report include: Adidas, Allbirds, Anta, H & M Hennes & Mauritz AB, Lidl, Saks Global, Sprouts Farmers Market, The Brand House Collective, The Vitamin Shoppe, Tractor Supply Co. 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
Insight ReportDrugstore Decimation: Assessing Rite Aid’s Closures, and Which Competitors Stand To Gain Vaishnavi Nayak K, Analyst February 5, 2026 Reasons to ReadDiscover the key dynamics shaping the US drugstore sector and the strategic opportunities arising from Rite Aid’s closure. Read this report to discover answers to these and other questions: What impact will Rite Aid’s store closures have on CVS Health and Walgreens (Walgreen Co.)? How does CVS Health’s proximity to Rite Aid stores compare to that of Walgreen Co.? What geographical areas will be most affected by Rite Aid’s shutdown? Why are major drugstore chains closing stores and how will this shape the future of the sector? Companies mentioned in this report include: CVS Health, Walgreen Co. Data in this report include: store closures data, geographic proximity of stores, store estate analysis, market share potential, industry trends. Other relevant research: US Drugstore and Pharmacy Retailing: Themes, Concepts and Innovators—Rightsizing for Relevance; Smaller Footprints for a Bigger Impact US Drugstores and Pharmacies: Real Estate Insights—Closures Lead to 8 Million Square Feet of Shuttered Retail Space in 2024 Aldi vs. Lidl US Store Openings: Mapping Retail Real Estate Changes with the Store Intelligence Platform 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
Store TrackerUS Store Tracker Extra, January 2026: More than 24 Million Square Feet of Retail Space Slated To Open This Year Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research February 5, 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 compare to the same period in 2025? What are the leading companies driving retail space closures and their impacts? Which retailers are expanding their presence with the most new store openings in 2026? How does the retail bankruptcy landscape look for 2026 compared to 2025? Companies mentioned in this report include: Abercrombie & Fitch Co., Academy Sports and Outdoors, Aerie, Aldi, Amazon.com, Inc., American Signature, Inc., Aritzia, Barnes & Noble, Bass Pro Shops, BJ’s Wholesale Club, Boot Barn, Buc-ee’s, Burlington Stores, Carter’s, Inc., Casey’s, Costco Wholesale, CVS Health, Destination XL Group, Dillard’s, Dollar General, Dollar Tree, Ernesta, Five Below, Francesca’s, GameStop, Guess?, H Mart, H & M Hennes & Mauritz AB, Harbor Freight Tools, Havertys, H-E-B, Hermès, IKEA, Jack & Jones, JCPenney, J.Jill, JD Sports plc, La Sportiva, L.L.Bean, Lowe’s, Macy’s, Inc., Miniso, Moleskine, Natural Grocers, NEXT plc, Nordstrom, Inc., Ocean State Job Lot, Ollie’s Bargain Outlet, PacSun, Piggly Wiggly, Pop Mart, Raley’s, REI, Revolve, Saks Off 5th, Salomon, Save A Lot, Scheels, SKIN1004, Snow Peak, Target, The Buckle, The Container Store, The Kroger Co., The TJX Companies, Inc., Tilly’s, Toni Pons, Torrid, Tractor Supply Company, Ulta Beauty, Uniqlo, Urban Outfitters, Inc., Vallarta Supermarkets, Vessi, Victoria’s Secret, Walgreens Co., Walmart, Wayfair Inc., WHSmith. 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 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
Store TrackerUK Store Tracker Extra: 2025 Store Openings and Closures Review and 2026 Outlook Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research February 5, 2026 Reasons to ReadThe Store Tracker Extra monthly series offers additional insight into retailers’ store closure and opening announcements. In this report, we provide our yearly review of store closures and openings in the UK. We review calendar 2025, breaking the counts down by sector, as well as present our projections for 2026. Data in this report are: Will UK retailers open more stores than they close in 2026? How did store openings and closures trend across the UK retail sector in 2025? Which retail sectors led store closures in 2025, and which drove new openings? Which retailers were the biggest contributors to store closures and expansions? Companies mentioned in this report include: Abercrombie & Fitch Co., Amazon, Animal, Bath & Body Works, Birkenstock, Crocs, H & M Hennes & Mauritz AB, JD Sports Fashion Plc, Levi’s , Lululemon Athletica , Marks & Spencer , Next plc , Nike , Puma, Ralph Lauren , Sephora, Tesco PLC , The TJX Companies, Timberland, Uniqlo, Urban Outfitters, Whole Foods Market, and Zara. 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. US Store Tracker Extra: Store Openings and Closures 2025 Review and 2026 Outlook 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 Purchase this report. Buy Now This document was generated for
InfographicSector Focus: Beauty Retailing—Data Graphic Aditya Kaushik, Analyst February 5, 2026 Reasons to ReadOur Sector Focus data graphics feature the latest survey findings on US retail sectors and categories. Dive into the US beauty sector in this graphic. Head to our US Consumer Survey Insights Databank for the full selection of data from our quarterly sector surveys. Find our full selection of US Consumer Survey Insights reports and data graphics here. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Deep DiveSeasonal Shopping, 1Q26—Expectations for Valentine’s Day and Presidents’ Day: US Consumer Survey Insights Extra Aditya Kaushik, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research February 4, 2026 Reasons to ReadThe Coresight Research monthly US Consumer Survey Insights series offers a more detailed or specific take on trends and data from our weekly surveys of US consumers. This month, we continue our quarterly Seasonal Shopping series. The appendix of this report provides results on consumers’ shopping behaviors from our weekly survey questions aggregated in four-week increments over the past few months. Discover how US consumers are expected to spend on Valentine’s Day and President’s Day and the holiday season 2026. Read this report to discover answers to these and other questions: What are consumers’ spending expectations for calendar events in the first quarter of 2026 (1Q26): Valentine’s Day and Presidents’ Day. The preview of the end-of-year holiday season with an early outlook on shoppers’ spending plans and preferences. Data in this research report include: Consumer spending expectations for Valentine’s Day and Presidents’ Day, consumers’ spending expectations for the 2026 holiday season and monthly retailer and category-level shopping data. Companies mentioned in this research report include: Amazon, Publix, Target, Walmart 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
Insight ReportChinese New Year 2026: Four Trends To Expect for the Year of the Horse Sophie Anne Luo, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research February 4, 2026 Reasons to ReadUncover the evolving dynamics of consumer behavior and retail trends during Chinese New Year 2026. Read this report to discover answers to these and other questions: How will the longer CNY 2026 holiday impact consumer spending patterns? What is driving higher travel demand during CNY 2026 and how will it influence destination markets? How is instant commerce changing the retail landscape during the holiday season? What are the implications of the rise in experience-driven consumption for brands and retailers? How does the longer, more flexible holiday period reshape the traditional CNY retail cycle? Data in this research report include/are: China total retail sales projections through 2029; travel demand trends for CNY 2026 showing growth in both domestic and outbound bookings; instant retail market growth through 2026; experience-driven consumption trends; and shifts in consumer behavior towards emotional fulfillment and culturally enriched products. Companies mentioned in this report include/are: Umetrip, Qunar, IKEA, Dingdong Fresh. Other relevant research: China Singles’ Day 2025 Insights: Participation Rises but Spending Becomes More Selective Amid Tariffs, Value-Seeking and Platform Shifts Analyst Corner: The Labubu Craze—Revealing How Gens Z and Alpha Are Redefining Retail, with Charlie Poon 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
Deep DiveConsumer Sentiment Shows Modest Improvement in January: China Consumer Survey Insights Madhav Pitaliya, Analyst February 4, 2026 Reasons to ReadThe Coresight Research monthly China Consumer Survey Insights series takes a regular temperature check on Chinese consumers’ behaviors and sentiment, based on exclusive proprietary survey data. In this research report, we present findings from our latest weekly surveys, with the most recent undertaken on January 26, 2026. We spotlight developments in consumer sentiment on the economic and financial outlooks. Read this report to discover answers to these key questions: How has consumer sentiment in China evolved in January, and what does the slight uptick in economic optimism suggest about consumer outlook for 2026? How are consumers’ financial expectations shaping their purchasing behaviors and budgeting strategies? What impact has early 2026 optimism had on consumer confidence, and what can retailers expect as they plan for the year ahead? Data in this research report includes: Consumers’ expectations for economic conditions and personal finances over the next 12 months, showing how optimism has evolved. Changes in personal financial situations compared to 12 months ago, shedding light on shifts in consumer wealth perceptions. Consumer activities over the past two weeks, highlighting engagement levels and emerging trends. Purchasing behaviors, with insights into what consumers are buying in-store and online during the survey period. Other relevant research: Read the full series of China Consumer Survey Insights The Coresight Research China Retail Sales Databank brings together retail sales data to help you understand the trajectory of retail in China. Interested in more consumer survey analysis? Check out our US Consumer Survey Insights series. 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
Event CoverageAI Playbook: Content & Cocktails at NRF 2026 Event—Moving Forward in Deploying AI Charlie Poon, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research February 4, 2026 Reasons to ReadExplore how AI is reshaping retail at the AI Playbook: Content & Cocktails event at NRF 2026, with key insights into the future of agentic commerce and its transformative potential. This report provides answers to critical questions such as: How can retailers implement AI in layers, starting with foundational improvements like forecasting and replenishment before moving to more complex applications like hyper-personalization and autonomous decision-making? What organizational and cultural shifts are necessary to successfully scale AI initiatives, and how do these changes drive measurable business outcomes, such as reducing returns by 10% without even using AI? How are leading brands and retailers like Nike, Tesco, and Dollar General leveraging AI to improve operations, enhance customer experiences, and optimize inventory management across channels? What challenges are retailers facing when transitioning from traditional e-commerce to AI-driven, agent-first commerce models, and how can they optimize product discoverability for AI agents rather than search engines? How does AI amplify human expertise in physical stores, transforming them into service hubs rather than just transactional spaces, and why is customer experience more important than margin protection in building long-term loyalty? Data in this research report include: Insights from leading retail executives, case studies of AI adoption in retail, and practical recommendations for overcoming organizational and technological barriers to successful AI deployment. Companies mentioned in this report include: Alvanon, Bridgestone, Dollar General, Nike, PacSun, Tesco and Ubi. 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
Deep DiveEconomic Sentiment Hits A Two-Month Low: US Consumer Survey Insights Aditya Kaushik, Analyst February 3, 2026 Reasons to ReadDiscover how US consumers are reacting to shifting economic conditions, inflation pressures and tariffs in the new year. Read this report to discover answers to these and other questions: What are the latest shifts in consumer sentiment towards personal finances and the economy? Which income groups are driving those changes? What categories are consumers buying and where are they shopping? 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
Deep DivePlaybook: Strategic Responses for Brands and Retailers to the GLP-1 Consumer Boom Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research February 3, 2026 Reasons to ReadDiscover how GLP-1 medications are reshaping US consumer behavior—and what leading retailers must do to respond. Read this report to discover answers to these and other questions: How are GLP-1 users changing what—and how—they buy across grocery, wellness and apparel categories? Why are private-label brands uniquely positioned to capture growth from GLP-1 consumer behavior shifts? What sizing, inventory and service strategies should apparel retailers adopt as body-size volatility rises? How can pharmacies evolve from transactional hubs to loyalty-driving wellness centers for GLP-1 users? In what ways can retailers reinvent in-store foodservice to meet demand for protein-rich, portion-controlled meals? Companies mentioned in this report include: Amazon, ASOS, Conagra Brands, CVS Caremark, Danone, Eli Lilly, Destination XL Group, Gap Inc./Old Navy, Kroger, Marks & Spencer, Nestlé, Novo Nordisk, PepsiCo, Reformation, Target and Walmart. Data in this report include: GLP-1 market size and growth projections; grocery basket value and item changes among GLP-1 users; consumer lifestyle and dietary shifts; apparel size transitions and preferred services; pharmacy support preferences; and evolving foodservice consumption patterns. 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 Purchase this report. Buy Now This document was generated for
