Insight ReportNIKE’s Fall from the Top: The Structural Challenges Behind the S&P 100 Exit Aditya Kaushik, Analyst September 10, 2026 Reasons to ReadUnderstand why NIKE’s S&P 100 exit is only a symptom of deeper challenges facing the brand, from China weakness and US competition to strategic missteps. Read this report to discover answer to these questions: Why is NIKE leaving the S&P 100, and what does the exit actually represent? How deep is NIKE’s structural problem in China and can its new distribution overhaul fix it? How are HOKA, On and New Balance eroding NIKE’s US market share? What does Coresight Research think this means for NIKE’s path forward? Companies mentioned in this report include: NIKE, Adidas, Anta Sports, Li-Ning, Deckers Outdoor Corporation/HOKA, On Holding, New Balance, Skechers, Under Armour, Dell Technologies, Palo Alto Networks, Arista Networks and SanDisk. Data in this research report include: NIKE US revenue, market share and operating margin, 2021–2025; NIKE Greater China revenue; Coresight Research proprietary survey data on NIKE shopper penetration. Other relevant research: Market Navigator: US Apparel and Footwear—Solid Spending Growth, Shifting Share and Uneven Execution The 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 ReportGroceryshop 2026 Startup Pitch Competition: Eight Startups to Watch Abhinav Tagore, Analyst Sector Lead: Steven Winnick, Vice President—Innovator Services September 10, 2026 Reasons to ReadDiscover the retail innovators competing in the Groceryshop 2026 Startup Pitch and the technologies they are bringing to the market. Read this report to discover answers to these and other questions: What is the format of the Groceryshop 2026 Startup Pitch competition, and how will startups compete to become session winners? Who are the judges and confirmed speakers participating in the competition? Which startups are developing technologies to boost revenue and conversion in grocery retail? Which startups are addressing cost savings and operational efficiencies across grocery and retail? Companies mentioned in this report include: Corvera, Handled, Nudge, Peltier, Portal, Shelflife, Skyfire, Thri5. Executive SummaryGroceryshop 2026 takes place September 22–24 at Mandalay Bay in Las Vegas, bringing together grocery retailers, CPG brands and technology leaders to discuss trends shaping the future of everyday retail. As Groceryshop 2026’s research partner, we highlight eight early-stage startups competing in this year’s Startup Pitch competition: Corvera, Handled, Nudge, Peltier, Portal, Shelflife, Skyfire and Thri5. Introduction Coresight Research is Groceryshop 2026’s research partner. Groceryshop 2026 will take place September 22–24 at Mandalay Bay in Las Vegas, Nevada, US. Groceryshop is an annual conference that brings together grocery retailers, CPG brands and technology leaders to discuss the latest business models, advanced technologies and shifting consumer behaviors shaping the future of grocery and everyday retail. At the event, early-stage retail technology innovators will compete in the Startup Pitch competition across two themed sessions: Technologies Boosting Revenue and Conversion and Technologies Driving Cost Savings and Efficiencies. In this report, we profile a selection of eight competing startups. Groceryshop 2026 Startup Pitch Event Format The Startup Pitch competition will feature two sessions, each featuring up to six startup founders or CEOs, on the Case Studies Stage on the second day of Groceryshop. Within each session, founders present their solutions and the judges select two startups to advance to a final interview round, posing questions to each finalist. The audience then casts the deciding vote, choosing its preferred finalist to crown the winner of that session. The competition spans two back-to-back sessions, each focused on a different area of disruption represented by the innovator profiles later in this report: September 23, 9:00 a.m.–9:40 a.m. PT (local time of the event): Technologies Boosting Revenue and Conversion September 23, 9:50 a.m.–10:30 a.m. PT: Technologies Driving Cost Savings and Efficiencies Judging Panel A four-person panel judges both sessions: Deborah Weinswig, CEO & Founder, Coresight Research Manuel Queiroz, Partner, Bright Pixel Capital Deepak Jose, VP & Head of Data & Decision Intelligence, Niagara Bottling Carey Chou, VP, Data Science & AI Business Solutions, H-E-B Confirmed Speakers (as of September 2, 2026) Session 1: Technologies Boosting Revenue and Conversion Amir Sarhangi, Founder & CEO, Skyfire Kanishka Thakur, Co-Founder & CEO, Nudge Oliver Leigh, Co-Founder & CEO, Portal Samhita Karnati, Founder & CEO, Shelflife Christopher Kong, Co-Founder & CEO, Corvera Session 2: Technologies Driving Cost Savings and Efficiencies Hanson Li, Co-Founder & CEO, Peltier Jeremy Pee, Co-Founder & Co-CEO, Thri5 Audrey Djiya, Co-Founder & CEO, Handled Innovator Profiles Corvera Unified data platform powering AI across CPG functions. Corvera In Detail Competition Session 1: Technologies Boosting Revenue and Conversion Presenter at Groceryshop 2026: Christopher Kong, Co-Founder & CEO Year Founded: 2025 Headquarters: San Francisco, US Website: https://corvera.ai/ Consumer packaged goods (CPG) companies increasingly use data from multiple systems across functions such as sales, marketing, pricing, supply chain and inventory management. However, this data often remains distributed across different platforms and formats, making it difficult for teams to access a consistent view of the business and apply that information in AI applications. Corvera addresses this challenge with a unified data layer that brings together the data CPG brands already have and makes it accessible to AI tools, with governance and access controls built in. The company connects a brand’s existing systems and data sources, consolidates them into a continuously synced source of truth and exposes that unified data to AI agents, applications, dashboards and analytics tools through the Model Context Protocol (MCP). This allows teams across a CPG organization to ask questions about their business data, deploy AI agents for repetitive tasks and build custom reports and tools in natural language without first having to manually integrate data across their underlying systems. The platform supports use cases spanning category management, pricing and promotion ROI, new product development, demand forecasting, inventory management and marketing mix analysis, enabling teams to analyze category share, promotional elasticity, stockout risk and channel-level marketing returns. Corvera also tracks brand health and sentiment alongside sales data and flags gaps between share of voice and share of shelf at the retailer level. The platform includes access controls and audit logs for queries and actions, as well as enterprise security and compliance features. Handled AI operations platform automating post-order workflows for commerce. Handled In Detail Competition Session 2: Technologies Driving Cost Savings and Efficiencies Presenter at Groceryshop 2026: Audrey Djiya, Co-Founder & CEO Year Founded: 2023 Headquarters: New York, US Website: http://www.itshandled.ai/ Brands and the third-party logistics (3PL) providers that fulfill their orders still handle a large share of post-order work manually. When a wholesale purchase order arrives by email or electronic data interchange (EDI), a team member must manually enter it into the enterprise resource planning (ERP) system, notify the 3PL and separately track the shipment and reconcile the invoice. As order volumes grow, these manual steps can add to the operational workload for brands and their fulfillment partners. Handled replaces that manual sequence with an automated one. It connects directly to ERPs, 3PLs, co-manufacturers and sales channels and manages the order lifecycle from purchase order intake through shipment tracking to invoicing and payment follow-up, with a team member reviewing and approving each step along the way. The same connections provide teams with a continuously updated view of inventory across raw materials and finished goods, pulling data from 3PLs and co-manufacturers even when it arrives as spreadsheets or screenshots. When inventory coverage trends toward a stockout, Handled flags the shortfall and creates a purchase order in the ERP for a team member to approve and submit. Nudge Optimizing brand visibility and conversion across AI engines for commerce. Nudge In Detail Competition Session 1: Technologies Boosting Revenue and Conversion Presenter at Groceryshop 2026: Kanishka Thakur, Co-Founder & CEO Year Founded: 2024 Headquarters: New York, US Website: https://www.nudgenow.com/ Shopping journeys are increasingly starting on AI platforms rather than traditional search engines or retailer websites, as consumers turn to tools such as ChatGPT, Perplexity and Gemini to research and shop for products. A Coresight Research July 2026 survey of US consumers found that 52.3% of those who had heard of AI/GenAI have used, plan to use or would like to use generative AI to shop. This gradual adoption signals that AI conversations are becoming a durable and growing point of purchase influence, where brands increasingly need to earn visibility or risk going unmentioned. Nudge addresses this need by helping brands and products get recommended across major AI engines, including ChatGPT, Perplexity and Gemini, and automatically generating shoppable funnels tailored to the shopping prompts and decision criteria shoppers express. It does this by tracking how AI platforms mention a brand’s products, optimizing product data so AI shopping agents are more likely to surface them and converting that resulting traffic through tailored landing pages. The platform is built around three core capabilities: AI visibility, catalog enrichment and funnels. AI visibility tracks how AI platforms mention a brand across shopping-intent queries and surfaces citation gaps and product-level visibility, while catalog enrichment optimizes product pages based on how AI shopping agents evaluate and recommend products. Funnels then generate intent-matched landing pages for traffic from AI engines, ads and organic search, using experimentation to compare conversion performance. Nudge connects to tools such as Shopify, Google Analytics, Google Search Console and Meta, linking these activities to metrics including funnel revenue, click-through rate lift and how often products are mentioned in AI answers. Peltier Solid-state cooling and modular cold storage for temperature-sensitive products. Peltier In Detail Competition Session 2: Technologies Driving Cost Savings and Efficiencies Presenter at Groceryshop 2026: Hanson Li, Co-Founder & CEO Year Founded: 2024 Headquarters: San Francisco, US Website: https://peltierpro.com/ Rapid delivery has moved from a niche convenience option to a mainstream grocery habit, and it is increasingly used for perishable products. The Coresight Research US Online Grocery Survey 2026, based on responses from more than 2,000 consumers, found that 37.9% of online grocery shoppers now do most or nearly all of their digital grocery shopping through rapid delivery and that trust in the channel now extends well beyond shelf-stable goods: over the past year, half of the respondents bought fresh fruit and vegetables (50.1%) and fresh dairy, meat, fish or eggs (49.3%). As more perishable volume moves through rapid-delivery fulfillment windows, grocers need cold-storage and staging capacity that can support faster e-commerce fulfillment and higher peak-hour order volumes. Peltier addresses this need with a modular, solid-state alternative to the walk-in cooler that has defined cold storage for decades. Its core building block, the Peltier Tote, is a 21-pound, tri-temperature unit that cools without compressors, refrigerants or ice, reaching temperatures as low as -22°C using thermoelectric cooling technology licensed exclusively from Phononic. Totes slot into Peltier Framework racks and carts, allowing grocers and pharma operators to add staging and cold-storage capacity without construction or downtime, while each unit reports real-time temperature and other telemetry data to Peltier Cloud. The modular design enables Peltier to add up to five times more peak-hour fulfillment slots within the same footprint. Each Tote is monitored and controlled individually, allowing operators to isolate a problem unit rather than discard or quarantine inventory across an entire cold-storage area, and provides per-unit temperature control of ±0.5°C. The same architecture is used for pharmaceutical cold chain applications, where Peltier provides individual temperature monitoring, alerts and risk isolation for temperature-sensitive products. Portal Real-time retail media analytics for CPG brands on retailer sites. Portal In Detail Competition Session 1: Technologies Boosting Revenue and Conversion Presenter at Groceryshop 2026: Oliver Leigh, Co-Founder & CEO Year Founded: 2023 Headquarters: London, England Website: https://www.analytics-portals.com/ Retail media is expanding rapidly, but the ability to measure campaign impact remains a challenge for retailers and brands, particularly as media activity spans multiple channels and retail environments. A Coresight Research February 2026 survey of US retail business decision-makers found that 44% have difficulty measuring the overall impact of in-store retail media, highlighting the broader measurement challenges facing the retail media industry. Portal addresses this measurement gap for digital retail media by giving CPG brands real-time visibility into how consumers behave once they click through a digital ad to a retailer’s website. When a shopper clicks a brand’s ad, Portal tracks the resulting shopping session, including product views, time on page, category exploration, add-to-basket events, basket value and checkout completions. The platform does not require tags, code, retailer approval or integrations, allowing brands to track shopper behavior across multiple retailer sites. Portal sends real-time conversion signals to advertising platforms and provides brands with full-funnel performance data across retailers. Its analytics layer covers traffic sources, landing-page performance, engagement and conversion metrics, giving brands visibility into shopper behavior from ad click through purchase. Shelflife AI-powered expiration tracking that cuts grocery shrink. Shelflife in Detail Competition Session 1: Technologies Boosting Revenue and Conversion Presenter at Groceryshop 2026: Samhita Karnati, Founder & CEO Year Founded: 2025 Headquarters: New York, US Website: https://www.shelflife.ai/ Grocery retailers face growing pressure from in-store inefficiencies, but limited visibility into inventory can make it difficult to address these issues before they affect sales and shrink. A Coresight Research survey of US-based retail decision-makers, conducted in March 2026, found that in-store inefficiencies cost retailers an average of 6.4% of gross sales annually, or $196 billion across the DIY, drugstore, grocery, mass merchandise and warehouse club sectors. For grocery retailers, this challenge is particularly relevant to perishable inventory, where limited visibility into expiration dates and freshness windows can allow products to contribute to shrink before action is taken.shrink before action is taken. Shelflife addresses this gap by turning expiration dates into a live, machine-readable data signal. Its platform captures expiration data and connects it to a retailer’s existing point-of-sale (POS) and inventory systems without requiring a system replacement. This gives grocery teams batch-level visibility into inventory, tracking stock not just by stock-keeping unit (SKU) but by expiration date, so teams can see exactly what’s expiring, when and how fast it’s selling. Shelflife’s platform is built to act on this data automatically: it applies markdowns to specific expiration-date batches rather than discounting an entire SKU, protecting margin on fresh stock while moving at-risk inventory before it becomes waste. In addition, an AI optimization layer uses sell-through and expiration data to recommend markdown timing, flag inventory at risk of shrink before it occurs and forecast demand by freshness window. Skyfire Verified identity and payment credentials that let AI agents transact. Skyfire In Detail Competition Session 1: Technologies Boosting Revenue and Conversion Presenter at Groceryshop 2026: Amir Sarhangi, Founder & CEO Year Founded: 2024 Headquarters: San Francisco, US Website: https://skyfire.xyz/ Agentic commerce is moving from an experiment to the mainstream faster than most retail infrastructure was built to handle. Coresight Research estimates that the US agentic commerce market, defined as total retail sales mediated (i.e., influenced) by AI-agent experiences that ultimately result in a transaction, will reach approximately $943 billion by 2030. Yet most websites and checkout systems have no reliable way to distinguish a legitimate AI shopping agent from a malicious bot, leaving agents to face blocked logins and failed checkouts as adoption accelerates. Skyfire provides AI agents with verified identity and payment credentials for use across websites, applications and agent protocols. Its Know Your Agent (KYA) token gives agents programmatic access and login capability to websites, applications and agent protocols with little engineering effort. This is paired with an agentic wallet that lets agents complete purchases using tokenized card transactions and user mandates. Skyfire’s identity token covers more than 60% of the web, according to the company, powered by infrastructure partners including Akamai, Okta, Cequence and F5, alongside payment networks and rails such as Visa, Mastercard, Discover and USDC. The company also offers a “Buy for Me” feature that enables agents to complete purchases on a user’s behalf through existing merchant checkout flows. Together, these capabilities allow agents to authenticate with services and complete transactions on behalf of users. Thri5 AI-powered execution engine closing retail’s efficiency gaps. Thri5 in Detail Competition Session 2: Technologies Driving Cost Savings and Efficiencies Presenter at Groceryshop 2026: Jeremy Pee, Co-Founder & Co-CEO Year Founded: 2024 Headquarters: Toronto, Canada Website: https://www.thri5.com/ Retail execution remains one of the industry’s most expensive blind spots. In an April 2025 global survey of retail decision-makers, Coresight Research found that 84% of retailers face challenges managing store operations, most often due to inaccurate demand forecasting, ineffective inventory management and out-of-stocks. A related Coresight survey of retailers, conducted in March 2026, found that US retailers lose an average of 6.4% of gross sales to in-store inefficiencies. Thri5 addresses these operational challenges by using retailers’ existing data and systems to create a closed loop for identifying and acting on execution issues. Its AI-powered “System of Actions” monitors signals such as sales, margin, inventory and availability across stores, distribution centers and headquarters, scores each exception by value, confidence, urgency and root-cause likelihood, and assigns it to the right owner and workflow. The platform integrates with a retailer’s existing technology and workforce tools without requiring retailers to replace their existing systems and keeps a human in the loop through governed thresholds and role-based approvals. Once an issue is identified, Thri5 sequences and routes the response across teams and AI agents, coordinating dependencies such as resolving a distribution center issue before taking store-level action, and uses frontline and HQ copilots to guide the next best action and automate time-consuming steps. On the sales side, the platform detects specific lost-sales triggers such as out-of-stocks, phantom inventory, promotion misses and underperforming new items, then routes actions to recover revenue at the store and SKU level. The platform is built to run continuously rather than on a scheduled basis, and is designed to work across retail categories, including grocery. This document was generated for
Insight ReportCapability Outruns Control: The Hugging Face Breach, Kimi K3 and the Shift from Models to Governed Systems—AI IMPACT Insights for September 2026 Charlie Poon, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research September 10, 2026 Reasons to ReadDiscover how agentic AI is moving from model competition to governed, commercial deployment as open-weight models, expanding infrastructure demands, portable agent standards and AI-enabled shopping reshape the market. Read this report to uncover answers to these and other questions: How are technology providers expanding AI infrastructure beyond GPUs to support long-running agent workflows? How does Kimi K3 challenge proprietary-model pricing, deployment strategies and assumptions about returns on AI investment? What does the Hugging Face breach reveal about the permissions, monitoring, containment and accountability required for autonomous agents? How will interoperability standards such as the Model Context Protocol and Agent Plugins affect deployment, switching costs and governance? How should retailers prepare for agentic commerce while translating broad AI adoption into measurable workflow and financial value? Companies mentioned in this report include: AMD; Amazon; Anthropic; Cerebras; Chow Tai Fook; Cursor; Google; Hugging Face; Microsoft; Moonshot AI; Nvidia; OpenAI; and Vercel. Data in this report include: AI infrastructure investments; model parameters, performance rankings and API pricing; Coresight Research’s US agentic-commerce market forecast; consumer survey findings on GenAI shopping, purchasing and satisfaction; Amazon-reported adoption, engagement, conversion and basket-value metrics for AI shopping tools; Google ATLAS findings on AI use across occupations and workplace tasks; and enterprise AI deployment and performance indicators. This report is part of our 2026 AI IMPACT Insights series, which examines developments across investment and infrastructure, models, policies and regulations, applications, consumers and retail, and business transformation. 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, August 2026: August Announcements Take Total Net Retail Space to 28.6 Million Additional Square Feet Aaron Mark Dsouza, Data Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research September 10, 2026 Reasons to ReadDiscover insights into the shifting retail landscape and upcoming trends with the 2026 US Store Tracker Extra. Read this report to discover answers to these and other questions: How do 2026 US store closures and openings compare to the same period in 2025? What are the leading companies driving retail space? Which retailers are expanding their presence with the net store openings in 2026? Companies mentioned in this report include: Ahold Delhaize, Aldi, Bealls, BEAMS, Bershka, Birkenstock, Bombas, Carter’s, Inc., Comfrt, Design Within Reach, Dick’s Sporting Goods, Fabletics, Foot Locker, Hobby Lobby, JCPenney, LEGO, Lidl, Meijer, MUJI, Murphy USA Inc., New Balance, Nordstrom, Inc., PetSmart, Petsense, Primark, Raley’s, Ross Stores, Inc., Ross Stores, Inc., Save A Lot, Tapestry, Inc., The Container Store, Walgreen Co., Whole Foods Market. Other relevant research: View our full collection of store tracker reports, covering the UK, the US and Canada. The Coresight Research US and UK Store Tracker Databank is the definitive resource for information on store openings and closures by sector in the US and UK retail industries. The Retail Bankruptcies Databank details bankruptcies of US and UK retail companies, restaurants and gyms since March 2020. Already a 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 DiveAmazon Narrows Gap with Walmart but Still Has Ground To Recover: US Consumer Survey Insights Aditya Kaushik, Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research September 9, 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? Which retailer consumers are shopping at and what categories they are purchasing? 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
Event CoverageEssential Guide to Shoptalk Fall 2026: AI, Brand Storytelling and Customer Insight Shape Retail’s 2027 Priorities Sophie Anne Luo, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research September 8, 2026 Reasons to ReadIn our essential guide to Shoptalk Fall 2026: Understand the three major themes shaping the Shoptalk Fall 2026 agenda, and identify notable sessions and speakers across retail, brands and retail technology. Explore how AI-enabled commerce, brand storytelling and customer understanding are reshaping retail, with insights and data from Coresight Research analysis and databanks. Data in this research report include: Coresight Research estimates and proprietary findings on e-commerce, retail media, consumer sentiment and loyalty Other relevant research: Catch up on insights from previous Shoptalk events here. Executive SummaryShoptalk Fall 2026 will bring together more than 3,500 leaders from retailers, consumer brands, technology companies and other organizations. Taking place at Music City Center in Nashville, Tennessee, US, on September 29–October 1, 2026, the conference will feature more than 150 speakers and will center on three primary content themes: Retail Excellence, Brand Storytelling and Understanding the Customer. Notable Themes Retail Excellence: AI is changing how shoppers discover, compare and purchase products, while retailers continue to connect e-commerce and physical stores. Shoptalk Fall sessions will feature Jamil Ghani of Amazon, Parinaz Firozi of Anthropic, Gaurav Dixit of Lowe’s and Arianne Parisi of Kohl’s discussing digital discovery, AI agents and the store-to-e-commerce connection. Brand Storytelling: Video, entertainment partnerships, social shopping and collaborations are giving brands more ways to reach consumers and connect content with commerce. Shoptalk Fall sessions will feature J. Michael Prince of U.S. Polo Assn., Michelle Crossan-Matos of SharkNinja, Evan Moore of NBCUniversal and Joss Hastings of The Walt Disney Company. Understanding the Customer: Changes in prices, shopping channels and consumer priorities are increasing the need for timely customer insights. Shoptalk Fall sessions will feature Jeannie Yoo of Draper James, Jessica Schinazi of Away and Steven Radewych of Spin Master discussing CRM, customer communities and demand sensing. Introduction Shoptalk Fall 2026 will take place on September 29–October 1 at the Music City Center in Nashville, Tennessee. Shoptalk Fall brings together retailers, consumer brands, technology companies and other industry participants to discuss business models, technologies and consumer trends affecting retail and e-commerce. The Coresight Research team will be in attendance and looks forward to meeting other attendees at Shoptalk Fall 2026. Coresight Research CEO and Founder Deborah Weinswig is scheduled to participate in the Shoptalk Fall Key Takeaways session on October 1. In this essential guide to the event, we highlight notable sessions for attendees across Shoptalk Fall’s three primary content themes: Retail Excellence, Brand Storytelling and Understanding the Customer, as well as selected Mainstage and Studio programming. All times in this report are Central Time (CT, the local time at the event). To ensure you don’t miss out on critical insights during the conference, Coresight Research will provide coverage of Shoptalk Fall 2026 on coresight.com. Your Guide to Shoptalk Fall 2026: Coresight Research Insights More than 150 speakers will participate in sessions covering AI and digital commerce, customer engagement, brand storytelling, physical stores, merchandising and operations, and more. Prominent retail, brand and technology speakers across the agenda include the following: Tuesday, September 29: Hal Lawton, President & CEO, Tractor Supply | 11:15 a.m.–11:35 a.m. Tara Simon, President, The Americas, and Lisa Sequino, President, Makeup Cluster, The Estée Lauder Companies | 11:35 a.m.–11:55 a.m. Sara Foster, Co-Founder & Co-CEO, Favorite Daughter | 11:55 a.m.–12:15 p.m. Wednesday, September 30: Greg Schwartz, Co-Founder & CEO, StockX | 1:40 p.m.–2:00 p.m. Patrick Nommensen, President, Strategic Initiatives, TikTok Shop, and Hudson Leogrande, Founder & CEO, Comfrt | 2:00 p.m.–2:20 p.m. Christine Chang, Co-Founder & Co-CEO, Glow Recipe | 2:20 p.m.–2:40 p.m. Thursday, October 1: Anne Mehlman, Brand President, and Carly Gomez, Chief Marketing Officer, Crocs | 9:10 a.m.–9:30 a.m. Kelly Cook, CEO, and Elina Vilk, President & Chief Business Officer, David’s Bridal | 9:30 a.m.–9:50 a.m. Marc Mastronardi, President, Equinox | 9:50 a.m.–10:10 a.m. Alongside the three recurring content stages, Shoptalk Fall will feature smaller-format Studio programming. Tactical Labs will focus on practical business and technology topics, while Town Halls, a debate, a hands-on session, and other interactive formats will address emerging questions across marketing, consumer behavior, AI, and technology. On October 1, the Studio program will include a series of Ask Me Anything sessions with retail leaders and experts, including Jason LaRose of Bombas, Dana Steinfeld and Molly Kennedy of Maesa, Rob Gaige of Reddit, Marie Driscoll of The New School and Scott Devlin of The Vitamin Shoppe. These sessions join Shoptalk Fall’s Meetup and Tabletalk programs, which provide prescheduled, 1:1 or small-group opportunities for attendees to connect alongside the conference’s stage programming. Notable Sessions Across Three Major Themes Below, we present the three major themes and related notable sessions shaping Shoptalk Fall’s 2026 agenda, as well as insights from the Coresight Research team and its published reports and data. 1. Retail Excellence Consumers use retailer websites, marketplaces, social platforms and physical stores within the same shopping journey. AI tools are adding another route for product discovery and comparison, while retailers continue to invest in personalization, delivery and other services intended to make e-commerce more convenient. Retailers must therefore consider how product information, inventory and customer experiences are presented across a growing number of touchpoints. The development of AI shopping agents places additional importance on accurate and structured product data. Retailers and brands need to consider how their products are represented when shoppers begin outside their own websites and apps, while maintaining reliable pricing and availability information. They must also determine where automation can simplify the shopping journey and how digital experiences connect with stores. At Shoptalk Fall, sessions relevant to this theme will examine the evolution of e-commerce, new approaches to digital discovery, AI agents in the customer journey and the relationship between stores and e-commerce. Other sessions will consider which emerging technologies are likely to have practical value for retailers. Mainstage keynotes from Hal Lawton, CEO of Tractor Supply, and Greg Schwartz, Co-Founder & CEO of StockX, will also explore themes of e-commerce and unified commerce excellence. Coresight Research Insight: The physical store has traditionally been a “black hole” of data, aside from basics such as transactions and traffic, while almost everything around e-commerce transactions has become measurable. That is changing as AI is enabling stores to capture and make sense of “messy,” unstructured human actions and interactions, whether shopper behavior in the store (via computer vision) or conversations with store staff (via AI-powered feedback apps). This is partly fueled by efforts to make in-store retail media more measurable, but it ultimately helps make the overall marketing and brand value of stores more measurable. Meanwhile, AI is becoming increasingly embedded in the consumer shopping journey. According to Coresight Research survey data, 52.3% of US consumers who had heard of AI/GenAI had used GenAI to shop, planned to use it within the next six months or would eventually like to use it, as of July 2026. Among consumers who had used GenAI to shop, 74% reported being very or somewhat satisfied with the AI-assisted shopping experience. Adoption is also progressing on the retailer side: 49% of US retail companies had paid subscriptions to AI models, platforms and tools as of May 2026, according to Ramp. These findings point to AI moving beyond experimentation toward a more established role across product discovery, evaluation and purchasing, increasing the importance for retailers of building commerce experiences that can serve both consumers and AI-enabled shopping tools. Related Coresight Research reports: Agentic Commerce Playbook: A Step-by-Step Framework for Retail Implementation and Scaling Retail-Tech Landscape: Online Shopper Convenience CEO Brief: Agentic Commerce—How To Stay Visible When AI Agents Become the New Shopping Funnel Analyst Corner: Agentic Commerce Demands a New Retail Playbook—Executing with STORE Is AI Infrastructure Demand Peaking? Meta’s Capacity Signal, Model Delays and Agentic Commerce: AI Insights with the IMPACT Framework—July 2026 Shoptalk Fall Sessions Schedule Session Selected speakers Tuesday, Sep. 29 3:25–3:45 p.m. Track Keynote: The Next Evolution of Commerce Jamil Ghani, Worldwide Head of Prime, Amazon Tuesday, Sep. 29 3:45–4:05 p.m. Track Keynote: The Next Evolution of Commerce Parinaz Firozi Head of Growth & Agentic Commerce Partnerships Anthropic Wednesday, Sep. 30 9:50–10:30 a.m. Designing New Approaches to Digital Discovery Christopher Pond, Chief Growth Officer, BRUNT Workwear Sonia Biddle, Chief Product Officer, Depop Allison Tepley, Head of Global Audience Marketing, Reddit Wednesday, Sep. 30 4:15–4:55 p.m. Case Studies: How AI Agents Elevate the Customer Journey Gaurav Dixit, VP, Digital Customer Experience, Lowe’s Rakesh Srinivasan, SVP, Data & AI, The Estée Lauder CompaniesFeliz Papich, SVP, Digital Technology, Experience & Insights, Crocs Thursday, Oct. 1 1:20–2:00 p.m. The Store-Ecommerce Growth Connection Nate Checketts, CEO, Rhone Arianne Parisi, Chief Digital Officer, Kohl’s Luke Motschenbacher, Chief Retail & Services Officer, Best Buy Wednesday, Sep. 30 9:50–10:30 a.m. Overhyped! Blunt Takes on Hot (or Not) Technologies Rebecca Maffei, Chief Information Officer, Fashionphile Laura Cantor, VP, Marketing & Ecommerce, New York & Company Joe Yakuel, Founder & CEO, WITHIN 2. Brand Storytelling Retail and consumer brands can reach shoppers through a growing range of media and entertainment formats. Video, social platforms, product integrations and collaborations can support awareness and discovery while also creating more direct routes to purchase. This is making the relationship between brand marketing and commerce more immediate. Brands still need to determine which formats are appropriate for their audiences and objectives. A product drop or entertainment partnership can create attention and urgency, while video and social shopping can shorten the path from content to transaction. The effectiveness of these approaches depends on audience fit, execution and the ability to assess both engagement and commercial outcomes. At Shoptalk Fall, sessions relevant to this theme will examine brand storytelling, video monetization, product integrations and the use of product drops and collaborations to drive awareness and sales. Other sessions will consider changes in media habits and the role of video and social shopping in product discovery. The show will also feature relevant Mainstage Keynotes, from Sara Foster, Co-Founder & Co-CEO of apparel brand Favorite Daughter (in addition to their brand, Sara and her sister Erin Foster also are successful actors and producers, with hits including the Netflix show “Nobody Wants This”). Additionally, the Mainstage will feature a conversation with TikTok Shop and the Founder & CEO of Comfrt, a brand that was “born on TikTok.” Coresight Research Insight: Along with above-the-line advertising, we view stores as being where brands are traditionally built; they serve an essential brand-marketing purpose, whether they are monobrand or multibrand stores. The store is a place to tell a brand’s story and immerse new and existing customers in its universe. The Coresight Research BEST framework for retail excellence provides a model for retailers to implement a consumer-centric approach to physical retail across brand-building, experience, service and technology integration. The framework encourages retailers to turn physical locations into expressions of the brand, deepen engagement and drive traffic through experiences, differentiate themselves through service offerings and use technology to support these goals, close the in-store data gap and compete more effectively. Meanwhile, retail media is becoming an increasingly important component of retailers’ broader advertising and monetization strategies. Coresight Research estimates that the global retail-media market will reach $203.9 billion in 2026, as networks expand beyond traditional sponsored placements toward full-funnel advertising, in-store media and more sophisticated measurement. AI-enabled targeting and first-party data are also enabling retailers and brands to connect media investment more closely with shopper behavior and transactions. As commerce, entertainment and media continue to converge, brands will need to evaluate new formats, including video, creator partnerships and product integrations, not only on their ability to generate attention but also on measurable commercial outcomes. Related Coresight Research reports: BEST at Retail: Evolving Physical Stores for the Attention Economy Retail 2026: 10 Trends Driving Retail Media Achieving Social Commerce Success with Authentic, Interactive and Engaging Content Retail-Tech Landscape: Online Shopper Convenience Shoptalk Fall Sessions Schedule Session Selected speakers Tuesday, Sep. 29 3:25–3:45 p.m. Track Keynote: Brand Storytelling That Delights and Performs J. Michael Prince, President & CEO, U.S. Polo Assn. Tuesday, Sep. 29 3:45–4:05 p.m. Track Keynote: Brand Storytelling That Delights and Performs Michelle Crossan-Matos, Chief Brand & Experience Officer, SharkNinja Tuesday, Sep. 29 4:15–4:55 p.m. Monetizing Video: New Approaches to Endorsements, Product Integrations, and More Bo Moon, VP, Platform Business, Gaming, Commerce & New Service Innovation, LG Stephen Nesle, Chief Marketing Officer, Bob’s Discount Furniture Evan Moore, SVP, Commerce Partnerships, NBCUniversal Wednesday, Sep. 30 4:15–4:55 p.m. Leveraging Product Drops and Collabs to Drive Awareness and Sales Joss Hastings, VP, Global Marketing, Disney Pixar & Softlines, The Walt Disney Company Vanessa Enns, VP, Integrated Marketing, MERIT Beauty Tamara Szames, DVP, Insights and Strategy, Holt Renfrew 3. Understanding the Customer Consumers are responding differently to changes in prices, economic conditions, technology and shopping channels. Retailers and brands therefore need to understand not only what consumers purchase but also how priorities vary across customer groups and how those priorities change over time. Price and value can be important, but convenience, product relevance and the quality of the shopping experience can also affect decisions. Customer data and direct feedback can help companies identify these differences. CRM, loyalty programs, crowdsourcing and customer communities can provide information on preferences and engagement, while demand data can support assortment, inventory and supply-chain decisions. Retailers and brands need to determine which signals are broadly representative and which require more targeted responses. At Shoptalk Fall, sessions relevant to this theme will examine customer listening and fandom, consumer sentiment, value-conscious shoppers and demand sensing. Other sessions will consider how retailers adapt to changing market conditions and use customer insight to inform merchandising and operational decisions. Shoptalk Fall’s keynote lineup on Thursday, October 1, features three very different companies, Crocs, David’s Bridal and Equinox, all of which excel at understanding their customers, speaking to them authentically and being highly responsive to their needs. Coresight Research Insight: Our August 2026 US Consumer Survey Insights shows consumer sentiment, which we measure weekly, diverging across income groups. This underscores that changes in confidence or spending affect shoppers in different ways, and those can be tied to specific customer profiles. This supports the use of customer segmentation when setting value propositions, promotions and communications. “Know your customer” may be a longstanding mantra in retail, but one weak spot can be comparing shoppers with those of competitors. Our new Who Shops Where report provides our flagship yearly analysis of US shopper demographics across dozens of major US retailers, from food to fashion. Our data underline that companies that may be seen as sector peers (for example, Shein and Temu or Kohl’s and Macy’s) are often competing for markedly different shoppers. Importantly, retailers should also “know their competitors’ customers” to recognize their relative positioning and to address their own positions of strength and weakness among consumers. On loyalty programs, meanwhile, our research found that a net 39.5% of surveyed US consumers with a loyalty-program membership reported spending more with a brand or retailer since joining its program. Loyalty data can help retailers understand and segment customers, but programs must provide sufficient ongoing value to encourage participation and continued engagement. The Coresight Research Playbook on managing retail supply chains in the agentic age examines how AI can support faster and more resilient decision-making. Demand sensing can help retailers respond more quickly to shifts in customer behavior, but effectively translating demand signals into inventory and supply decisions still requires clear processes for reviewing and acting on AI-generated recommendations. Related Coresight Research reports: Pressure on Sentiment, Momentum in Value Retail: US Consumer Survey Insights Who Shops Where: 2026 US Shopper Demographics US Retail Loyalty Programs: Decoding Consumer Behavior To Build Lasting Relationships Playbook: Managing Retail Supply Chains in the Agentic Age Shoptalk Fall Sessions Schedule Session Selected speakers Tuesday, Sep. 29 3:25–4:05 p.m. Insights on Customer Sentiment: Demographics, Psychographics, Geographies Cate Khan, CEO, Trendalytics Jenna Landi, Senior Director, Global Brand Research, Pinterest Jacqueline Flam, SVP Beauty, Drug & OTC, NielsenIQ Wednesday, Sep. 30 9:50–10:30 a.m. Listening to the Customer: CRM, Crowdsourcing, and Cultivating Fandom Jeannie Yoo, CEO, Draper James Rachel Jonas Gilman, CEO, Mane Jessica Schinazi, CEO, Away Wednesday, Sep. 30 4:15–4:55 p.m. Teen Shoppers’ No-Cap Views on Brands and Retail Kate Hardcastle MBE will interview a panel of Gen Alpha kids (ages 13–18) live on stage, sharing their unfiltered perspectives on brands, shopping, and retail Thursday, Oct. 1 12:30–1:10 p.m. Demand Sensing for Agile and Resilient Supply Chains Steven Radewych, SVP, Supply Chain Operations, Spin Master David Huskisson, SVP, Supply Chain & Transformation, The Scotts Miracle-Gro Company Additional Sessions to Watch Shoptalk Fall’s Ask Me Anything program, running 12:00 p.m.–2:00 p.m. on Thursday, October 1, will feature a series of short sessions in which retail leaders and experts respond directly to attendee questions. Schedule Selected speakers 12:00–12:30 p.m. Jason LaRose, CEO, Bombas 12:30–12:50 p.m. Dana Steinfeld, Chief Blue Sky & Innovation Officer, Maesa Molly Kennedy, SVP, Marketing, Maesa 12:50–1:20 p.m. Rob Gaige, Head of Global Insights, Reddit 1:20–1:40 p.m. Scott Devlin, Chief Information Officer, The Vitamin Shoppe 1:40–2:00 p.m. Marie Driscoll, Adjunct Professor, The New School Notes and Methodology Data in this report are as of September 1, 2026. Companies mentioned in this report include: Amazon (NASDAQ: AMZN), Anthropic, Away, Best Buy (NYSE: BBY), Bob’s Discount Furniture, Bombas, BRUNT Workwear, Comfrt, Crocs (NASDAQ: CROX), David’s Bridal (owned by CION Investment Corporation [NYSE: CION]), Depop (owned by eBay [NASDAQ: EBAY]), Draper James, The Estée Lauder Companies (NYSE: EL), Fashionphile, Favorite Daughter, Glow Recipe, H Squared Research, Holt Renfrew, Kohl’s (NYSE: KSS), LG, Lowe’s (NYSE: LOW), Maesa, Mane, MERIT Beauty, NBCUniversal (owned by Comcast [NASDAQ: CMCSA]), The New School, New York & Company, NielsenIQ (NYSE: NIQ), Pinterest (NYSE: PINS), Ramp, Reddit (NYSE: RDDT), Rhone, The Scotts Miracle-Gro Company (NYSE: SMG), SharkNinja (NYSE: SN), Spin Master (TSX: TOY), StockX, TikTok Shop, Tractor Supply (NASDAQ: TSCO), Trendalytics, U.S. Polo Assn., The Vitamin Shoppe, The Walt Disney Company (NYSE: DIS) and WITHIN. This document was generated for
Insight ReportTariff Refunds in 2Q26: Billions Booked by Retailers and Brands, Guidance Split—Updated Abhinav Tagore, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research September 8, 2026 Reasons to ReadDiscover how retailers and brands are treating billions of dollars in tariff refunds—and what the different approaches mean for reported profitability and future guidance. Read this report to discover answers to these and other questions: How large are the tariff-refund benefits recognized by Walmart and Target, and what impact have they had on earnings and margins? How are TJX, Ross Stores, Dollar Tree and Dollar General incorporating tariff refunds into their forward guidance, and how much EPS benefit are they assuming? Why are Lululemon, Adidas, Deckers, Crocs and Levi Strauss taking a more conservative approach by excluding potential future refunds from their outlooks? Companies mentioned in this report include: Under Armour; PUMA; Columbia Sportswear; PepsiCo; VF Corporation; Floor & Decor; Amazon; Colgate-Palmolive; Kimberly-Clark; Procter & Gamble; Tapestry; Deckers; Adidas; Crocs; Levi Strauss; Tractor Supply; Wayfair; Ross Stores; TJX; Coty; Estée Lauder; Lowe’s; Home Depot; Walmart; Target; BJ’s Wholesale Club; Abercrombie & Fitch; Burlington Stores; DICK’S Sporting Goods; The Gap; Urban Outfitters; Bath & Body Works; Best Buy; Kohl’s; Dollar General; Dollar Tree; Williams-Sonoma; Lululemon Athletica; PVH Corp.; Five Below; Petco Health and Wellness Company. Data in this report include: Earnings-season tariff refunds and company commentary; refund amounts and earnings/margin impacts; treatment of refunds in forward guidance. This report was first published on August 27, 2026, and was republished in updated form, with further company information, on September 8, 2026. 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
Market Navigators/Market OutlookMarket Navigator: US Drugstore and Pharmacy Retailing—Solutions for Drugstores To Win Again Sujeet Naik, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research September 8, 2026 Reasons to ReadDiscover how the US drugstore and pharmacy sector is evolving as retailers shrink store footprints, expand healthcare services, respond to reimbursement pressure and compete with digital and mass-market rivals: What will drive growth in the US drugstore and pharmacy market through 2030, and how will prescription demand, specialty medicines and healthcare services shape the outlook? How are store rationalization, smaller pharmacy-centric formats and rising sales productivity reshaping the economics of leading drugstore chains? How will the Inflation Reduction Act, PBM reimbursement pressure and pharmaceutical tariffs affect pharmacy revenue, cash flow and profitability? How can drugstores capitalize on GLP-1 adoption, an aging population and expanding pharmacist-led services to deepen customer relationships and grow health and wellness sales? How are e-commerce, mass merchants, grocery retailers, Amazon Pharmacy and direct-to-patient platforms intensifying competition and changing how consumers access pharmacy care? Companies mentioned in this report include: Ahold Delhaize; Albertsons; Amazon; CVS Health; Dollar General; Eli Lilly; Kroger; McKesson; Novo Nordisk; Pfizer; Publix; Rite Aid; Sycamore Partners; Walgreen Co.; Walmart. This report is a part of our 2026 series of Market Navigator reports, which provide deep dives on major retail sectors and on US retail overall. Click here to see more Market Navigators and check back as we publish more. 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
Analyst CornerAnalyst Corner: Understand Who Shops Where in US Retail, with Aditya Kaushik Aditya Kaushik, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research September 6, 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 Who Shops Where? 2026 Shopper Demographics: US Consumer Survey Insights Extra. This week, Aditya Kaushik, Analyst, explores highlights from our new US shopper profiles, covering many retailers and supported by consumer research across many thousands of consumers. Discover how demographic shifts are reshaping US retail—and which retailers are winning in a polarized, fragmented marketplace. Read this report to discover answer to these questions: How do Walmart and the dollar store chains differ in the shoppers they attract, despite both competing on price? How do various fashion-led retailers such as Zara, H&M and Urban Outfitters compare to department stores Kohl’s and Macy’s, and cross-border platforms Shein and Temu, in the shopper profiles they reach? How do footwear brands including Jordan, Ugg, Foot Locker and Skechers differ in the age and ethnic makeup of their shoppers? How do social platforms such as TikTok, Instagram and YouTube compare to store-based beauty retailers in reaching younger, more male and more ethnically diverse beauty shoppers? Companies mentioned in this report include: Walmart, Amazon, Temu, Shein, Foot Locker, Skechers, Macy’s, TikTok, Instagram, YouTube, Kohl’s, Urban Outfitters, Zara, Jordan, Converse, Ugg. Other relevant research: Who Shops Where? 2026 Shopper Demographics: US Consumer Survey Insights Extra All Analyst Corners This document was generated for
Store TrackerWeekly UK Store Openings and Closures Tracker 2026, Week 35: TGJones Plans To Close 16 Stores as Restructuring Rollout Continues Aaron Mark Dsouza, Data Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research September 4, 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: Apricot, Aurélien, Boots, Creed, Damaged Society, Hollister, Iceland, JD Sports, Loake, Marks & Spencer, Miniso, Office, Poundland, River Island, TGJones, The Fragrance Shop, TK Maxx, Uniqlo, Vanilla, Waterstones. 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 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 35: Celine To Expand in the US Aaron Mark Dsouza, Data Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research September 4, 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: Banana Republic, Bass Pro Shops, Bath & Body Works, Burlington Stores, Celine, Dollar General, Gap, Marfa Stance, N.Cat, Toys“R”Us, Ulta Beauty, Williams-Sonoma. 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 ReportUS Holiday Shopping Starts in August, Even as the Tariff Trigger Fades John Mercer, Head of Global Research and Managing Director of Retail Research September 3, 2026 Reasons to ReadQuantify how many US shoppers pulled holiday-season purchases into August 2026, and how much of 2025’s tariff-driven urgency has faded from early holiday shopping. Read this report to discover answers to these and other questions: What proportion of consumers make ultra-early holiday purchases? How has that purchase rate changed versus 2025, and what motives have replaced last year’s single tariff trigger? Which consumer segments have pulled back the hardest on early shopping? Why does scarcity concern persist among 2026 early shoppers, and what does it signal about this year’s holiday inventory levels? Data in this report include: Percentage of surveyed consumers who have made holiday purchases; reasons consumers cite for starting holiday shopping early; early-shopping rates by age, income, and region, comparing 2025 and 2026. Other relevant research: All of our research on US holiday retailing. 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 DiveWho Shops Where? 2026 Shopper Demographics: US Consumer Survey Insights Extra Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research September 2, 2026 Reasons to ReadThe Coresight Research US Consumer Survey Insights Extra series offers a more detailed or specific take on trends and data from our weekly surveys of US consumers. In this report, we dive into shopper demographics, based on our proprietary survey data. Discover shopper profiles for major US retailers in food and nonfood and explore our sector-focused findings to understand the customer bases of apparel, footwear and beauty retailers. Discover how demographic shifts are reshaping US retail—and which retailers are winning in a polarized, fragmented marketplace. Read this report to discover answers to these and other questions: How are income, age and ethnicity driving diverging shopping patterns across food and nonfood retail? Which retailers are attracting high-income vs. low-income consumers—and how do age and urbanicity influence these trends? What are the key generational, income and ethnic skews in apparel, footwear and beauty retail today? How do regional differences shape food and nonfood shopping behavior across the US? What should retailers focus on now to stay competitive amid fragmentation, trade-down behavior and evolving sentiment? Data in this research report include: Shopper age and income profiles by retailer; urban vs. rural shopper base; shopping behavior by income, age, ethnicity and region; quarterly apparel, footwear and beauty shopper data; monthly consumer sentiment and retail purchasing trends. Companies mentioned in this report include: Walmart, Amazon, Target, Costco, Trader Joe’s, Temu, TJX, Shein, Whole Foods, Dollar General, Walgreens, CVS, Foot Locker, Skechers, Macy’s, Ross Stores, Lululemon, Ulta, Sephora, TikTok, Instagram, YouTube, Nordstrom, Kohl’s, American Eagle, Urban Outfitters, Zara, Nike, Jordan, Converse, Crocs, DSW, Dick’s Sporting Goods, JCPenney, Academy Sports + Outdoors, Ahold Delhaize, Kroger, Albertsons, eBay, Sally Beauty. 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 Purchase this report. Buy Now This document was generated for
Deep DiveA New Wave of Value-Seeking Shopping Emerges: US Consumer Survey Insights Aditya Kaushik, Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research September 1, 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? Which retailer consumers are shopping at and what categories they are purchasing? 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 DiveHow AI Is Reshaping Retail Marketing Personalization John Harmon, CFA, Managing Director of Technology Research September 1, 2026 Reasons to ReadDiscover how generative and agentic AI are reshaping personalized marketing by transforming customer data into more relevant, timely and effective customer engagement. Read this report to discover answers to these and other questions: How does a unified customer intelligence layer create the foundation for personalized marketing? How can AI determine the next-best marketing action to improve engagement, conversion and ROI? How is AI delivering hyperpersonalized content, recommendations and customer experiences at scale? How do AI and real-time contextual data enable more relevant marketing interactions at the moment of purchase? How can AI continuously manage and improve customer relationships to increase lifetime value and reduce churn? Data in this report include: unified customer profiles; behavioral and purchase-intent data; customer segmentation insights; marketing engagement, conversion and ROI metrics; retention, loyalty and churn predictions; personalized recommendations and content performance; real-time contextual data, including customer behavior, location, inventory and timing; customer lifecycle and lifetime value analytics. Companies mentioned in this report include: Adobe, Amazon.com, Casey’s General Stores, Inc., Cloudinary, Cognizant Technology Solutions Corporation, Marks and Spencer, Salesforce, The Cola-Cola Company, The Home Depot, Zalando SE. Other relevant research: Retail-Tech Landscape: MarTech Customer Data Platforms: Unearthing Buried Treasure in Unified Shopper Profiles Executive SummaryConsumers face crowded channels and irrelevant messages, and marketers now use generative and agentic AI to move closer to personalization at scale. The priority is to organize customer data so teams can act faster, tailor outreach more precisely and keep improving each interaction as customer needs change. Platforms that bridge AI insights and customer-facing impact make personalized experiences visual, brand-safe, performant and deployable across multiple channels. Coresight Research Analysis 1. A Unified Customer Intelligence Layer Forms the Foundation for Personalized Marketing Data from multiple sources, such as CRM platforms, mobile apps, physical stores and loyalty programs, combine into a single consumer profile. Behavioral data predicts purchase intent, anticipates future customer needs and delivers more relevant offers and product recommendations. AI helps uncover new customer segments and insights, enabling moretargeted marketing and higher campaign performance. 2. AI Helps Determine the Next-Best Marketing Action AI determines the next-best marketing action by recommending the most effective offer, content or customer interaction. It also optimizes the offer, communication channel or timing to maximize engagement, conversion or ROI. Other predicted metrics include retention, loyalty and churn risk, which can drive engagement and incentives. 3. AI Delivers Hyperpersonalized Content, Recommendations and Experiences AI can generate personalized product recommendations based on customer behavior, preferences and predicted future needs. AI dynamically creates website layouts, digital and mobile experiences and other content that reflect the customer’s interests and needs. GenAI creates and optimizes personalized marketing content and creative assets at scale, accelerating content while reducing costs. A visual content intelligence and delivery layer links customer intelligence and AI decisioning, making personalization executable. 4. AI Orchestrates Real-Time Contextual Marketing AI agents continuously monitor customer activity and business conditions to deliver personalized marketing in real time. Real-time contextual data—such as customer behavior, location, retailer inventory and timing—enable more relevant offers, recommendations and experiences. Delivering personalized interactions at the time of purchase improves customer satisfaction, conversion rates and overall campaign effectiveness. 5. Using AI To Continuously Manage and Improve Customer Relationships AI continuously manages customer relationships by updating profiles and personalizing engagement throughout the customer lifecycle. Continuous analysis of customer behavior enables marketers to adapt communications and experiences as customer needs, preferences and life stages evolve. AI predicts future opportunities for cross-selling, upselling and retention, helping increase customer lifetime value and reduce churn. What We Think The present is an exciting time for marketers, as generative and agentic AI combine well-organized data with the ability to orchestrate tasks and generate content, turning what’s known about the customer into relevant, timely personalized media at machine speed. Treated as a connected operating model, where customer intelligence feeds decisioning, decisioning shapes content, real-time orchestration delivers it and continuous relationship management feeds new data back in, these capabilities will only grow more powerful as the models and platforms behind them advance. This document was generated for
