Analyst CornerAnalyst Corner: Previewing CES 2026, with John Harmon John Harmon, CFA, Managing Director of Technology Research January 4, 2026 Reasons to ReadUnderstand the key themes shaping retail and technology at CES 2026. Read this week’s Analyst Corner to discover answers to these and other questions: What are the major retail technology topics featured in CES 2026’s dedicated retail track? How are global startups—including from Israel—bringing innovation to CES, and where can they be found? Which keynote speakers and companies are leading the conversation on industrial, tech and media innovation in 2026? What exclusive product showcases will the Coresight Research team cover, and what kinds of technologies will be on display? Other relevant research: Our full CES 2026 Preview report. This document was generated for
Infographic2026 Sector Outlooks: Ebook Coresight Research January 2, 2026 Reasons to ReadOur 2026 Sector Outlooks Ebook provides forward-looking data, insights and conclusions for US retail sectors. This ebook includes data graphics covering 10 retail sectors or categories: US retail (overall); apparel and footwear; beauty; consumer packaged goods (CPG); department stores; drugstores; grocery; home and home improvement; luxury; and mass merchandisers, warehouse clubs and discount stores. For each sector, we include sector scale and growth estimates, headwinds and tailwinds, major sector themes, notable data and our forward-looking perspective. 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
InfographicRapid Adoption of GenAI in Shopping: A Barometer for Agentic Commerce—Data Graphic Charlie Poon, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research January 2, 2026 Reasons to ReadUncover how generative AI is rapidly transforming the shopping journey and reshaping the future of agentic commerce. Read this report to discover answers to these and other questions: How quickly are shoppers adopting GenAI for their shopping journeys—and how satisfied are they with the experience? What percentage of US consumers are currently using, planning to use, or interested in using GenAI for shopping? How has retail’s GenAI adoption rate compared to other industries in 2025? What does the explosive growth in weekly ChatGPT usage signal about readiness for AI-driven commerce? Data in this research report include/are: weekly active ChatGPT users; GenAI retail adoption rates; consumer usage trends and satisfaction levels with GenAI in shopping. Companies mentioned in this report include/are: OpenAI Already a member? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Store TrackerWeekly UK Store Openings and Closures Tracker 2025, Week 53: Nearly 1,550 Stores Opened in 2025 Risheek Dandekeri Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research January 2, 2026 Reasons to ReadKeep updated on the latest trends in the UK retail sector, where the number of new store openings is still outpacing closures in 2025, along with new data for 2026. Read this report to discover answers to these and other questions: Which retailers have been responsible for the rise in openings and closures this week, and what factors are influencing these decisions? How do the store openings and closures in 2025 compare to 2024, and what are the key trends driving the year‑on‑year changes? Which retailers lead UK store opening and closure in 2026? Companies mentioned in this report include: Byredo, Dreams, Neom. Data in this report include: weekly totals of UK store closures and openings for 2025 and 2024; 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 member? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Store TrackerWeekly US Store Openings and Closures Tracker 2025, Week 53: Nearly 5,300 Stores Opened in 2025 Risheek Dandekeri Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research January 2, 2026 Reasons to ReadDiscover which retailers are contributing to the surge in US store closures in 2025, and which ones continue to expand their presence, along with new data for 2026. Read this report to discover answers to these and other questions: Which retailers have led the way in the most recent store closures and openings throughout the US? How do the trends in store closures and openings in 2025 compare to those in 2024, and what insights can be drawn from these patterns? Which retailers lead US store opening and closure in 2026? Companies mentioned in this report include: Hobby Lobby, Petsmart. Data in this report include: weekly totals of US store closures and openings for 2025 and 2024; retailer-level breakdowns of announced versus confirmed closures/openings; total store counts by retailer; total US retail bankruptcies year to date. Other relevant research: The full collection of Store Tracker reports, including our UK-focused series The US and UK Store Tracker Databank is the definitive resource for information on store openings and closures by sector in the US and UK retail industries. The Corporate and Financial Developments Databank includes details of management changes, financial guidance updates, retail and tech layoffs and capital raised by major retail companies. The Retail Bankruptcies Databank details bankruptcies of US and UK retail companies, restaurants and gyms since March 2020. Already a member? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Store TrackerWeekly UK Store Openings and Closures Tracker 2025, Week 52: Nearly 1,100 UK Stores Shut Their Doors in 2025 Risheek Dandekeri Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research December 26, 2025 Reasons to ReadKeep updated on the latest trends in the UK retail sector, where the number of new store openings is still outpacing closures in 2025, along with projections for store openings and closures in 2026. Read this report to discover answers to these and other questions: Which retailers have been responsible for the rise in openings and closures this week, and what factors are influencing these decisions? How do the store openings and closures in 2025 compare to 2024, and what are the key trends driving the year‑on‑year changes? Which retailers lead UK store opening and closure in 2026? Companies mentioned in this report include: Free People, Holland & Barrett, Kiltane, Oak & More, White Stuff. Data in this report include: weekly totals of UK store closures and openings for 2025 and 2024; 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 member? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Store TrackerWeekly US Store Openings and Closures Tracker 2025, Week 52: Pacsun Plots Major US Expansion Drive Risheek Dandekeri Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research December 26, 2025 Reasons to ReadDiscover which retailers are contributing to the surge in US store closures in 2025, and which ones continue to expand their presence, along with projections for store openings and closures in 2026. Read this report to discover answers to these and other questions: Which retailers have led the way in the most recent store closures and openings throughout the US? How do the trends in store closures and openings in 2025 compare to those in 2024, and what insights can be drawn from these patterns? Which retailers lead US store opening and closure in 2026? Companies mentioned in this report include: Alo Yoga, Bottega Veneta, Pacsun, Save A Lot, The Card Vault, Zales. Data in this report include: weekly totals of US store closures and openings for 2025 and 2024; retailer-level breakdowns of announced versus confirmed closures/openings; total store counts by retailer; total US retail bankruptcies year to date. Other relevant research: The full collection of Store Tracker reports, including our UK-focused series The US and UK Store Tracker Databank is the definitive resource for information on store openings and closures by sector in the US and UK retail industries. The Corporate and Financial Developments Databank includes details of management changes, financial guidance updates, retail and tech layoffs and capital raised by major retail companies. The Retail Bankruptcies Databank details bankruptcies of US and UK retail companies, restaurants and gyms since March 2020. Already a member? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
InfographicKey Festivals and Holidays for Promotional Campaigns in India in 2026: Calendar Ristha Dsa, Data Manager December 24, 2025 Reasons to ReadUnderstand how India’s 2026 festival and retail calendar creates year-round opportunities to drive demand across categories and channels. Read this report to discover answers to these and other questions: Which religious, cultural and national holidays in 2026 will have the greatest impact on consumer spending in India? How do major festivals such as Holi, Diwali, Eid and Navratri shape category-specific promotional strategies? What role do large-scale e-commerce events—such as Amazon Prime Day and Flipkart’s G.O.A.T sale—play in India’s promotional calendar? When should retailers plan seasonal sales, back-to-school campaigns and end-of-season clearances to maximize impact? How can brands align promotions with regional festivals like Onam and Ganesh Chaturthi to capture localized demand? Companies mentioned in this report include: Amazon, Flipkart. Data in this report include: Annual calendar of Indian festivals and holidays; timing of major online shopping events; seasonal sales periods and clearance cycles; category-level promotional opportunities tied to religious, national and regional celebrations. 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
InfographicKey Festivals and Holidays for Promotional Campaigns in China in 2026: Calendar Ristha Dsa, Data Manager December 24, 2025 Reasons to ReadDiscover how China’s 2026 retail calendar aligns cultural tradition with modern shopping festivals to maximize promotional impact. Read this report to discover answers to these and other questions: Which traditional festivals and public holidays in 2026 will drive the biggest retail and promotional opportunities in China? How do major e-commerce shopping festivals—from Chinese New Year to Singles’ Day—shape consumer spending patterns throughout the year? Which holidays present the strongest opportunities for specific retail sectors such as apparel, beauty, home, gifting, and electronics? How can brands time promotions around travel peaks, family-oriented festivals, and romance-led shopping moments? Where do Western-origin events like Black Friday and Christmas fit into China’s evolving consumer calendar? Companies mentioned in this report include: Alibaba (Tmall, Taobao), JD.com, Suning.com, Amazon. Data in this report include: Annual calendar mapping of Chinese festivals and holidays; timing and duration of major online shopping festivals; sector-specific promotional opportunities by holiday; seasonal consumer behavior patterns tied to travel, gifting, and family occasions. 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 DiveOverall Sentiment Declines Despite Rate Cut—But Higher Earners Are More Confident: US Consumer Survey Insights Aditya Kaushik, Analyst December 23, 2025 Reasons to ReadDiscover how US consumers are reacting to shifting economic conditions, inflation pressures and tariffs in the holiday season. Read this report to discover answers to these and other questions: How is consumer sentiment diverging across income groups—and what does this mean for premium versus value retail performance. Data in this research report include: Consumer sentiment by income and time; and retailer and category-level shopping data. Other relevant research: Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. Already a 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 ReportDecember 2025 US Retail Sales Outlook: Projecting 3+% Growth for the New Year Madhav Pitaliya, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research December 23, 2025 Reasons to ReadUnderstand how resilient retail sales are shaping up amid uncertainty around tariffs, inflation and consumer sentiment. Discover proprietary, ML-driven retail sales growth projections for the holiday quarter. Read this report to discover answers to these and other questions: What retail sales growth is forecasted through the rest of 2025 and into 2026, and what are the key drivers behind the projections? How is the labor market, particularly labor force participation, influencing retail demand? In what ways are shifts in disposable income, savings and consumer sentiment impacting spending? What are the key upside and downside scenarios shaping the retail sector outlook for the holiday season? Alongside this report, you can access the data behind key charts and tables in the Excel download above. Data in this report include: US retail sales forecasts; model-predicted vs. actual retail growth; labor force, wage, and inflation metrics; consumer sentiment and disposable income trends; housing market data. Other relevant research: Coresight Research’s monthly reports keep you up to date on retail sales (in total and by sector) and key consumer indicators in the US. All our coverage of tariffs The US Retail Sales Databank features retail sales values and year-over-year growth, in total and by sector, by year and by month. This Databank is updated monthly. The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. Our Weekly US Consumer Sentiment infographic series complements our survey reports with selected findings on consumers’ financial and economic expectations each week. 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 DiveHoliday 2025 Survey Insights: Shopping Peak Nears as Two-Thirds Are Buying for the Holidays Aditya Kaushik, Analyst December 23, 2025 Reasons to ReadDiscover how tariffs and inflation driven shifts in sentiment and behavior are shaping the final weeks of the 2025 holiday shopping season. Read this report to discover answers to these and other questions: What signals are we seeing in holiday shopping behaviors and which retailers are winning season share? Where are consumers shopping for holiday products and how are discount and convenience players performing? What product categories are leading early holiday purchases, and what role is inflation playing in consumer choices? What product categories and from which retailer did consumers shop? Data in this research report include: Holiday purchase rates; top retailers for holiday shopping and holiday categories. Companies mentioned in this report include: Albertsons Companies, Amazon, Best Buy, Costco, Dollar Tree, eBay, Etsy, Family Dollar, Five Below, Gamestop, Hobby Lobby, Home Depot, JCPenney, Kohl’s, Kroger, Lowe’s, Macy’s, Old Navy, Sam’s Cub, Ross Stores, Sephora, Target, Temu, The TJX Companies, Ulta and Walmart. Other relevant research: US Holiday 2025: Consumer Survey and Retail Outlook—From Social To Smart: AI Becomes the New Driver of Holiday Discovery and Value Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. All Coresight Research coverage of US holiday retail Already a 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 DiveMass Merchandisers, Warehouse Clubs and Discount Stores: Themes, Concepts and Innovators—Target at a Crossroads, Dollar Stores Revive and Warehouse Clubs Gain Momentum Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research December 22, 2025 Reasons to ReadUnderstand how mass merchandisers, warehouse clubs and discount stores are transforming retail through scale, innovation and value-driven strategies. Read this report to discover answers to these and other questions: How are mass retailers driving structural shifts in US retail—and what could their continued rise mean for competitors? What demographic and technological forces are reshaping the future of warehouse clubs, and how will their business models evolve? How will agentic AI transform connected shopping journeys and redefine the retail value proposition by 2035? Why is Target losing relevance, and what strategic pivots is it making to recover market share and customer loyalty? What challenges lie ahead for dollar stores—even as they rebound—and how might players like Temu, Amazon and Walmart impact their path forward? Companies mentioned in this report include: Amazon, BJ’s Wholesale Club, Centric Software, Costco, Dollar General, Dollar Tree, Family Dollar, RELEX, Simbe Robotics, Walmart. Data in this report include: Target sales and traffic trends; cross-shopping behavior of Target customers; warehouse club store count and expansion potential; dollar store comparable sales growth; private-label vs. name-brand performance; retail media market size and growth projections. Other relevant research: Positivity About Personal Finances Continues; Walmart Leads Mass Merchandisers and Warehouse Clubs: US Consumer Survey Insights Consumer Sentiment Flatlines Ahead of Big Tariff Reveal; Plus, Mass Merchandisers and Wholesale Clubs in Focus: US Consumer Survey Insights US Mass Merchandisers, Warehouse Clubs and Discount Stores- Retail 2025 Sector Outlook: Essentials To Fuel Revenue Growth Discount Decades—US Dollar and Discount Stores: Unlocking Their Potential for Future Growth 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: Learnings from Earnings, and Holiday-Season Insights, with John Mercer John Mercer, Head of Global Research and Managing Director of Retail Research December 21, 2025 Reasons to ReadUnderstand which retailers are gaining momentum—and which are falling behind—this holiday season. Read this report to discover answers to these and other questions: How are department stores like Kohl’s and Macy’s performing, and what does holiday shopper traffic reveal about their market share trends? Which off-price retailers are winning price-conscious shoppers—and who is lagging behind this holiday season? What drove the strong performance in specialty apparel in 3Q25, and how are shopper visit trends shaping up for the holidays? Which sectors are outperforming in a consumer environment defined by cautious spending and elevated inflation? Companies mentioned in this report include: Kohl’s, Macy’s, TJX, Ross Stores, Burlington Stores, Abercrombie & Fitch, American Eagle Outfitters, Dick’s Sporting Goods, Gap, Urban Outfitters. Other relevant research: All Coresight Research coverage of US holiday retail This document was generated for
Event PresentationRetail Earnings Insights, 3Q25: Premium Subscriber Call John Mercer, Head of Global Research and Managing Director of Retail ResearchMadhav Pitaliya, Analyst December 19, 2025 Reasons to ReadCompare performance and uncover trends in retailer earnings from the third quarter of 2025, in this presentation. On December 19, 2025, Coresight Research presented a Premium Subscriber Call on the topic of earnings insights from 3Q25. Watch the full webinar here. Discover: Quarterly retail performance Performance differences across retail segments Tariff impacts and strategic responses Technology and AI investment trends Commentary on the health of the consumer Other relevant research: 3Q25 Earnings Season Wrap-Up: 84% of Companies Grow Sales, 77% Beat Top-Line Consensus in a Solid Quarter for Discount, Off-Price and Specialty Apparel Holiday 2025: US Holiday Retail Homestretch—Strong Total Demand (So Far), with Price-Driven Players Entrenching Structural Gains 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
