Company ProfileHermès International Société en commandite par actions (ENXTPA: RMS) Company Profile Charlie Poon, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research January 16, 2026 Reasons to ReadCoresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content: Countries of operation and key product categories Annual metrics—including revenues, operating margin and global store numbers Our insights into the company’s operations, including consideration of headwinds and tailwinds Business strategy Recent company developments The company’s current management team Click here to see our full Coresight 100 list and related reports. Already a member? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Company ProfileKering SA (ENXTPA: KER) Company Profile Charlie Poon, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research January 15, 2026 Reasons to ReadCoresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content: Countries of operation and key product categories Annual metrics—including revenues, operating margin and global store numbers Our insights into the company’s operations, including consideration of headwinds and tailwinds Business strategy Recent company developments The company’s current management team Click here to see our full Coresight 100 list and related reports. Already a member? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Insight ReportNovember 2025 US Retail Sales: Positive but Muted Holiday Growth Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research January 15, 2026 Reasons to ReadIn November 2025, US retail sales (excluding gasoline and automobile sales) increased by 3.0%, marking a further slowdown from October and one of the weakest growth rates of the year. Using data from the US Census Bureau, we analyze US retail sales in November 2025, in total and by sector. Data in this research report are: Year-over-year changes in US total retail sales (excluding gasoline and automobiles), November 2024–November 2025 Year-over-year changes in retail sales by sector, October and November 2025 Already a member? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Company ProfileBurberry Group (LSE: BRBY) Company Profile Charlie Poon, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research January 15, 2026 Reasons to ReadCoresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content: Countries of operation and key product categories Annual metrics—including revenues, operating margin and global store numbers Our insights into the company’s operations, including consideration of headwinds and tailwinds Business strategy Recent company developments The company’s current management team Click here to see our full Coresight 100 list and related reports. Already a member? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Company ProfileAlibaba (NYSE: BABA; SEHK: 9988) Company Profile Charlie Poon, Analyst January 15, 2026 Reasons to ReadCoresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content: Countries of operation and key product categories Annual metrics—including revenues, operating margin and global store numbers Our insights into the company’s operations, including consideration of headwinds and tailwinds Business strategy Recent company developments The company’s current management team Click here to see our full Coresight 100 list and related reports. Already a member? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Deep DiveHead-to-Head in Beauty Retailing: Sephora vs. Ulta Beauty Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research January 15, 2026 Reasons to ReadUnderstand how two beauty giants are reshaping the $85 billion US beauty retail market through diverging strategies and innovations. Read this report to discover answers to these and other questions: Who is winning in the battle of scale vs. productivity between Ulta Beauty and Sephora? How do Ulta’s domestic strength and Sephora’s global reach shape their competitive positions? Why does Ulta dominate foot traffic while Sephora leads in sales efficiency? What digital innovations and omnichannel strategies are setting each brand apart? How do Ulta and Sephora differ in their core customer demographics and loyalty program strengths? Companies mentioned in this report include: Amazon, Bath & Body Works, Bluemercury, E.l.f. Beauty, Glossier, Kohl’s, LVMH, Macy’s, Nordstrom, Sally Beauty, Sephora, Target, The Body Shop, Ulta Beauty, Walgreens Boots Alliance. Data in this report include: US beauty market size and growth rates; revenue and store performance comparisons; monthly foot traffic trends; e-commerce penetration and digital engagement metrics; sales per store and per square foot; shopper demographics by age and income. Already a member? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Company ProfileCompagnie Financière Richemont SA (SWX: CFR) Company Profile Charlie Poon, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research January 15, 2026 Reasons to ReadCoresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content: Countries of operation and key product categories Annual metrics—including revenues, operating margin and global store numbers Our insights into the company’s operations, including consideration of headwinds and tailwinds Business strategy Recent company developments The company’s current management team Click here to see our full Coresight 100 list and related reports. Already a member? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Event CoverageNRF 2026: Retail’s Big Show—Day 3—Agentic Commerce Expectations, Marketplace Best Practices and Disciplined Brand Transformation John Mercer, Head of Global Research and Managing Director of Retail Research January 14, 2026 Reasons to ReadDiscover the key strategies shaping retail’s future and how brands are adapting to new opportunities and challenges, with day three insights from NRF 2026: Retail’s Big Show. Read this report to discover answers to these and other questions: How is agentic commerce evolving, and what role do LLMs play in discovery and conversion? Why is curation prioritized over scale in marketplace models by leading retailers like Best Buy, Nordstrom, and Target? How are marketplaces being leveraged as tools for risk management and learning in retail operations? What is driving brand rejuvenation at companies like VF Corp., and how are they balancing focus with innovation? Companies mentioned in this report include: Best Buy, Nordstrom, Target, VF Corp., OpenAI Other relevant research: NRF 2026: Retail’s Big Show—Day 2—Retail Running on AI, Plus The Growing Value of Private Label and Creator Content NRF 2026: Retail’s Big Show—Day 1—Everything Agentic, Plus Digital Twins, Robotics and Smart Stores All our insights on AI in retail Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. Already a member? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
InfographicSector Focus: Luxury Shopping—Data Graphic Aditya Kaushik, Analyst January 14, 2026 Reasons to ReadOur Sector Focus data graphics feature the latest survey findings on US retail sectors and categories. Dive into the US luxury product 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 member? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Insight ReportUS CPG Sales Tracker: E-Commerce Growth Strengthens in December 2025, Driven by Beauty and Food; Homecare Sees Strong Recovery Prerana P Kotian, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research January 14, 2026 Reasons to ReadGain valuable insights into the latest developments shaping the US CPG market, with a focus on the robust performance of the beauty and food categories. This report dives into the e-commerce and total sales growth trends, showing how different departments are evolving and adapting to shifting consumer preferences. Read this report to discover answers to these and other questions: What has caused the recent surge in CPG e-commerce growth, and how does this figure compare with past trends? Which CPG sectors—food & beverages, health & beauty, and general merchandise & homecare—are experiencing significant growth, and which face challenges as we move into 2026? Why is the beauty category continuing to lead in growth, with both online and total sales showing strong performance despite a slowdown compared to last year? How are the general merchandise and homecare categories recovering from previous slowdowns, while health and beauty continues to outperform overall CPG growth? Data in this report include: e-commerce vs. in-store sales growth by department; category-level performance within food, beauty, and general merchandise. Other relevant research: More reports in our US CPG Sales Tracker series Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles Already a member? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Deep DiveSentiment by Age—Younger Consumers Are More Optimistic but Older Consumers’ Sentiment Improves: US Consumer Survey Insights Aditya Kaushik, Analyst January 13, 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: How is consumer sentiment diverging across income and age groups—and what does this mean for premium versus value retail performance. Data in this research report include: Consumer sentiment by age, 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 member? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Event CoverageNRF 2026: Retail’s Big Show—Day 2—Retail Running on AI, Plus The Growing Value of Private Label and Creator Content John Mercer, Head of Global Research and Managing Director of Retail Research January 13, 2026 Reasons to ReadUnderstand how leading retailers are turning AI from a tool into a transformational operating system, with day two insights from NRF 2026: Retail’s Big Show. Read this report to discover answers to these and other questions: How are top retailers like Macy’s and Target using AI to drive dynamic customer experiences and AI-native operations? What frontline AI use cases are proving most scalable across store operations, HR, and associate productivity? How are private brands evolving from value-focused alternatives to engines of innovation and customer loyalty? Why are retail leaders reframing connectivity infrastructure—especially 5G—as mission-critical for store operations? How are brands leveraging creator content and digital storytelling to fuel full-funnel marketing and AI engagement? Companies mentioned in this report include: Macy’s, Target, Kroger, Tractor Supply, Lowe’s, Walmart, CVS, Columbia Sportswear, American Eagle Outfitters, H&M, Ralph Lauren, Microsoft, T-Mobile. Other relevant research: NRF 2026: Retail’s Big Show—Day 1—Everything Agentic, Plus Digital Twins, Robotics and Smart Stores All our insights on AI in retail Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. Already a member? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Event CoverageNRF 2026: Retail’s Big Show—Day 1—Everything Agentic, Plus Digital Twins, Robotics and Smart Stores John Mercer, Head of Global Research and Managing Director of Retail Research January 12, 2026 Reasons to ReadDiscover how AI and digital transformation are reshaping the retail landscape in 2026, with day one insights from NRF 2026: Retail’s Big Show. Read this report to discover answers to these and other questions: What is the next evolution of AI-driven retail, and how does it impact the shopping journey? How are industry leaders like PepsiCo, PayPal, and Wayfair approaching end-to-end digital transformation with AI? What role do partnerships play in accelerating AI adoption across retail operations? How can network connectivity, including 5G, influence the success of agentic AI in retail environments? What impact are digital twins and robotics having on physical retail spaces and in-store operations? Companies mentioned in this report include: AWS, dm-drogerie markt, Microsoft, Nvidia, PayPal, PepsiCo, Siemens, Shopify, T-Mobile, Target, The Home Depot, The Children’s Place, URBN, Walmart and Wayfair. Data in this report include: AI-driven platform growth; network connectivity statistics; operational efficiency gains through digital twins; AI adoption rates in retail. Other relevant research: All our insights on AI in retail Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. Already a member? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Event CoverageA Guide to NRF 2026 Retail’s Big Show: The Next Now—Key Insights Shaping the Future of Retail Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research January 12, 2026 Reasons to ReadThe Coresight Research team will attend NRF 2026: Retail’s Big Show in New York City, taking place during January 11–13, 2026. NRF: Retail’s Big Show is the leading event for retail professionals, bringing together top innovators, thought leaders, brands, and retailers to explore emerging trends, technologies, and strategies shaping the future of retail. Read our comprehensive guide to ensure you don’t miss out on key sessions covering AI-driven personalization, omnichannel strategies, sustainability in retail, and business model innovation. Companies mentioned in this report include: Google, Gymshark, LVMH, PepsiCo, REI, Ulta Beauty, Walmart and others. Already a member? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Analyst CornerAnalyst Corner: US Apparel and Footwear Retailing—Key Distribution Channel Shifts in 2026 Aditya Kaushik, Analyst January 11, 2026 Reasons to ReadUnderstand the key channel shifts shaping US apparel and footwear market in 2026. In this week’s Analyst Corner, we discuss the shifting dynamics across different retail formats and how channel shifts will shape the apparel and footwear landscape moving forward. This document was generated for
