Insight ReportAgentic Commerce: How Retailers Can Make Their Products Discoverable and Shoppable for 800 Million ChatGPT Users Charlie Poon, Analyst October 27, 2025 Reasons to ReadUnderstand how 800 million ChatGPT users are changing product discovery—and how retailers can make the most of it. Read this report to discover answers to these and other questions: How can retailers and marketplaces use the Agentic Commerce Protocol (ACP) to ensure their products are visible in ChatGPT search and Instant Checkout? What makes Etsy a seamless on-ramp for arts and crafts sellers looking to tap into agentic commerce? How does Shopify’s direct integration with ChatGPT benefit independent retailers and DTC brands—without extra setup? In what ways is Salesforce enabling large retailers to quickly align with ChatGPT’s commerce engine through Agentforce Commerce? Companies mentioned in this report include: Adobe, Commerce.com (BigCommerce), Etsy, OpenAI, Salesforce, Shopify, Walmart and WooCommerce. Data in this report include: required attributes for ChatGPT product feeds; Etsy and Shopify integration timelines and eligibility; merchant setup and fee structures across platforms. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Innovator Profile: Palate—Agile, Authentic Product Feedback for Better Food InnovationNew Technologies to Drive Retailer-Supplier Collaboration: Insights Presented at NACDS Annual Meeting 2025Three Data Points We’re Watching This Week, Week 26: US Consumer Survey InsightsAnalyst Corner—Trimming Waistlines and Spending: Exploring New Data on GLP-1’s Impact on Consumer Purchases, with John Mercer
InfographicThe CORE 3.0 Framework for Artificial Intelligence in Retail Coresight Research October 27, 2025 Reasons to ReadGenerative AI (GenAI) and agentic AI are transforming retail—reshaping how consumers shop and how retailers understand and serve demand. For years, Coresight Research has helped retailers navigate this transformation through its CORE framework for AI in retail. Now, that framework evolves again. Introducing CORE 3.0, Coresight Research’s latest framework designed to help retailers adapt to—and lead in—the GenAI revolution. The pace of change in retail is accelerating faster than the industry imagined. With GenAI’s rise, retailers face not just technological upgrades but a fundamental shift in how commerce operates. CORE 3.0 provides a roadmap for this new era—helping organizations rewrite their playbooks for agentic, intelligent commerce. Other relevant research: Research Preview: Agentic Commerce—Retail Moves to Product Visibility and Checkout on ChatGPT Playbook: GenAI to Agentic AI—From Pilot to Powerhouse Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Personal Financial Sentiment Hits Six-Month Low: Weekly US Consumer Sentiment, Week 48, 2025—Data GraphicEarnings Insights 3Q25: Abercrombie, Best Buy, Dick’s, Kohl’s and Urban Outfitters Strengthen Sales PerformanceEarnings Insights 4Q24, Week 4: Birkenstock, Hermès, Sprouts and More Post Double-Digit Growth—InfographicAdapting to Tariff Pressures: Strategies for Retail Success
Analyst CornerAnalyst Corner: The Brave New World of Agentic Shopping, with John Harmon John Harmon, CFA, Managing Director of Technology Research October 26, 2025 Reasons to ReadWelcome to Analyst Corner! Every Sunday, a member of the Coresight Research team discusses upcoming or recent research and their thoughts on interesting topics in their area of expertise. This week, John Harmon, Managing Director of Technology Research, explores the brave new world of shopping provided by AI (artificial intelligence)-powered chatbots, with in-platform checkout having become available just in time for this year’s holiday shopping season. Analyst Corner also highlights our key research from the past week and upcoming reports to look out for, so you don’t miss out. Other relevant research: Read previous Analyst Corner reports, including last week’s report, which covers Ulta Beauty’s launch of UB Marketplace, following the termination of its partnership with Target and amid consumer demand for wellness-focused categories. Research Preview: Agentic Commerce—Retail Moves to Product Visibility and Checkout on ChatGPT All of our coverage of AI in retail Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for Other research you may be interested in:Retail-Tech Landscape: Retail MediaJune 2025 US Retail Sales: Sales Expansion Remains Resilient as Most Sectors Post Positive GrowthUS Back to School 2025, Part 3: Essential Categories and Apparel for the BTS Season—Athleisure and Basics Set to LeadStretching Budgets and Shifting Choices: Navigating Back-to-School 2025—Data Graphic
Insight ReportKering and L’Oréal Announce €4 Billion Strategic Partnership—Multibrand Luxury and Beauty Firms Playing To Their Strengths Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research October 24, 2025 Reasons to ReadUnderstand how a €4 billion partnership is reshaping luxury, beauty and wellness. Read this report to discover answers to these and other questions: How does the Kering–L’Oréal deal redefine the convergence of luxury, beauty and wellness through acquisitions, licenses and a new joint venture? What is the projected impact of Creed and long-term licenses on L’Oréal’s luxury and fragrance divisions? How does Kering’s divestiture sharpen its focus on fashion while maintaining exposure to the beauty sector? Companies mentioned in this report include: Balenciaga, Bottega Veneta, Coty, Estée Lauder, Gucci, L’Oréal, Sephora, The House of Creed, Tom Ford Beauty. Data in this report include: estimated revenue contributions of acquired beauty brands; projected growth in L’Oréal’s fragrance and luxury segments; breakdown of Kering’s divestiture impact on margin and capital allocation. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:US Black Friday 2025: Early Read—Early-Morning Footfall Points to a Selective Return of the Black Friday Store EnergyUnlocking Success: The Pathway to Profitability for US Brands and RetailersAmazon Bids to Acquire TikTok—What It Means for US E-CommerceRetail Crime and Shrink: More Shoppers Say No to Locked-Up Merchandise; Self-Checkout Gets a Makeover
Store TrackerWeekly UK Store Openings and Closures Tracker 2025, Week 43: Gap Returns To Physical Stores Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research October 24, 2025 Reasons to ReadStay up to date on the latest changes in the UK retail store landscape, where new store openings continue to outpace closures in 2025. Read this report to discover answers to these and other questions: Which retailers have driven the increases in openings and closures this week, and what’s behind these moves? Which brands are still growing their store networks despite challenging retail environment? How do store openings and closures in 2025 compare with 2024, and what are the main trends driving the year-on-year shifts? Companies mentioned in this report include: AllSaints, Anthropologie, Cardzone, Footasylum, Gap, Quality Discounts, Storrd, The Original Factory Shop, Urban Outfitters, Wickes and Yours Clothing. 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 subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Innovator Profile: PlayAbly—Creating Engaging, Branded Experiences with AI-Powered Shoppable GamesThree Data Points We’re Watching This Week, Week 6: US Consumer and Retail FocusEarnings Insights 1Q25, Week 3: E-Commerce Sees Solid Results as Amazon, Coupang, Zalando and More Report Growth—InfographicWeekly US Store Openings and Closures Tracker 2025, Week 43: Astrid & Miyu and Hermès Open Stores
Store TrackerWeekly US Store Openings and Closures Tracker 2025, Week 43: Astrid & Miyu and Hermès Open Stores Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research October 24, 2025 Reasons to ReadDiscover which retailers are behind the rise in US store closures in 2025—and which ones have continued to expand. Read this report to discover answers to these and other questions: Which retailers led the latest closures and openings across the US? How do store closure and opening trends in 2025 compare with those in 2024, and what do these findings indicate? Companies mentioned in this report include: Astrid & Miyu, Bambi Baby, Blundstone, The Card Vault, The Fresh Market, Hermès, L.L.Bean and Skims. 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 and our latest quarterly Canada Store Tracker. 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 Other research you may be interested in:CEO Brief: A Turning Point for US Consumers and the Economy?The STORE Framework for Driving Innovation in RetailMarket Outlook: US Foodservice—Growth To Improve Amid Value-Focused InitiativesAnalyst Corner: The Labubu Craze—Revealing How Gens Z and Alpha Are Redefining Retail, with Charlie Poon
InfographicEconomic Sentiment Declines Significantly: Weekly US Consumer Sentiment, Week 43, 2025—Data Graphic Coresight Research October 23, 2025 Reasons to ReadThe Weekly US Consumer Sentiment Infographic series from Coresight Research provides a one-page data graphic on US consumers’ sentiment toward personal financial prospects and economic prospects. Data in this infographic are: US consumers’ expectations for the economy overall and for their own personal financial situation over the next 12 months—the latest six months of weekly trend data Selected callouts on key changes and data points Other relevant research: The full US Consumer Survey Insights reports from which these graphics feature highlights The accompanying US Consumer Survey Databank All Weekly US Consumer Sentiment infographics (The series launched in early March 2025.) Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Highlights from NextGen 2025: Retail, Real Estate & the New Consumer—InfographicAnalyst Corner: Beauty’s Back! The US Beauty Market Bounces Back, with Madhav Pitaliya and John MercerSentiment; Tariff Perceptions; Inflation Reactions—Taking the Consumer Pulse on Essentials: US Consumer Survey InsightsHigh-Income Consumers Turn Optimistic About Economy: Weekly US Consumer Sentiment, Week 18, 2025—Infographic
Store TrackerCanada Store Openings and Closures Tracker 2025: Store Openings Edge Past Closures as Costco, Sephora and Uniqlo Expand Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research October 23, 2025 Reasons to ReadOur Canada Store Openings and Closures Tracker reports on store openings and closures in Canada. This report presents new data on tracked and announced store openings and closures for calendar 2025. Data in this research report include: Tabulated data—major store closures and openings by retailer, 2024 and 2025 Details of tracked and announced developments for 2025, as well as existing store bases, by retailer Total store closure and opening counts for Canada, 2023–2025 YTD Companies mentioned in this report include: Abercrombie & Fitch, Aritzia, Best Buy, Costco, Dollar Tree, Gap, Levi Strauss, Lululemon Athletica, Nike, Sephora, Uniqlo, Urban Outfitters and Walmart. Other relevant research: The full collection of Store Tracker reports, including our Canada, US and UK 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. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Consumer Sentiment Continues to Improve; Plus, Online Shopping in Focus: US Consumer Survey InsightsBreathing Space for US Retailers and Brands: US Tariffs Paused for 90 Days But Hiked Further for ChinaConsumer Sentiment Flatlines Ahead of Big Tariff Reveal; Plus, Mass Merchandisers and Wholesale Clubs in Focus: US Consumer Survey InsightsRetail 2025: UK Retail Predictions—Midyear Trends Update
Insight ReportResearch Preview: Agentic Commerce—Retail Moves to Product Visibility and Checkout on ChatGPT Anna Beller, Vice President of Advisory October 22, 2025 Reasons to ReadUnderstand how conversational AI is collapsing the e-commerce funnel—and what retailers must do to stay ahead. Read this Research Preview to discover answers to these and other questions: What is ChatGPT Instant Checkout, and why is it a breakthrough in agentic commerce? How is Walmart’s integration with ChatGPT reshaping the retail landscape? What steps must retailers take to ensure their products are visible—and purchasable—within ChatGPT? How does Coresight’s CORE 3.0 framework help retailers navigate the shift to agentic AI in commerce? Why will early integration with generative AI platforms offer a lasting competitive advantage? This Research Preview features insights from Coresight Research’s upcoming report series on agentic commerce, which includes: Playbook: GenAI to Agentic AI—From Pilot to Powerhouse Agentic Commerce: How Retailers Can Ensure Product Visibility on ChatGPT The full reports guide how retailers can leverage agentic AI to impact their business, offering analysis on how to apply agentic AI, Generative Engine Optimization (GEO), and the Agentic Commerce Protocol (ACP) to gain visibility, reach high-intent shoppers, and prepare for the next stage of digital retail transformation. Companies mentioned in this report include: Etsy, OpenAI, Shopify, Walmart. Data in this report include: framework for AI-driven retail transformation; behavioral shifts in consumer discovery and purchasing. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:US CPG Sales Tracker: E-Commerce Sales Surge, Outpacing In-Store GrowthWho Shops Where? 2025 Shopper Demographics: US Consumer Survey Insights ExtraAnalyst Corner: US Seasonal Shopping in the Holiday Quarter, with Aditya KaushikWeekly US and UK Store Openings and Closures Tracker 2025, Week 6: Bargain Hunt and Liberated Brands To Close About 200 Stores
Market Navigators/Market OutlookUS Beauty Retailing: Market Forecast and Competitive Landscape—From Rebound to Reinvention in 2026 Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research October 22, 2025 Reasons to ReadThis report, part of Coresight Research’s Market Navigator series on beauty retailing in the US, analyzes the current state of the US beauty market, highlighting key developments in market growth, category dynamics, retail channel shifts and consumer behavior. It is intended to inform strategic planning for retailers, brands, investors and other stakeholders seeking to understand and navigate the future of beauty in the US. For even more on the market, please see our related report: US Beauty Retailing: Themes, Concepts and Innovators—Personalization, Tech Integration and Wellness To Drive Change. Other relevant research: The Beauty Conversion Architecture: From Discovery to Purchase—Powering Beauty Companies’ Growth in 2025 and Beyond Transforming Beauty Retail: AI Across the Value Chain, from Innovation to Personalization More reports on beauty 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 Purchase this report. Buy Now This document was generated for Other research you may be interested in:Weekly US Store Openings and Closures Tracker 2025, Week 15: Guess? To Close Nearly 20 StoresCEO Brief: Agentic AI—Creating a Digital Workforce to Achieve Enormous Leaps in EfficiencyThe Future of AI, Supply Chains and Sustainability: Insights from CES 2025Head-to-Head in Global Luxury Retailing: Kering vs. LVMH
InfographicSector Focus: Luxury Goods—Data Graphic Aditya Kaushik, Analyst October 21, 2025 Reasons to ReadOur Sector Focus data graphics feature the latest survey findings on US retail sectors and categories. Dive into the US luxury-goods sector in this graphic. Head to our US Consumer Survey Insights Databank for the full selection of data from our quarterly sector surveys. Find our full selection of US Consumer Survey Insights reports and data graphics here. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Innovator Profile: Shopeaks—Transforming Social Media Monetization with Personalized StorefrontsStore Tracker Extra: US Store Openings and Closures 2024 Review and 2025 Outlook—InfographicSNAP Policy Changes and Funding Cuts: Impact on RetailersJuly 2025 US Retail Sales: Growth Accelerates to Second-Highest Rate YTD, Supported by Prime Day
Deep DiveEconomic Optimism at Five-Month Low; Holiday Shopping Slows: US Consumer Survey Insights Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research October 21, 2025 Reasons to ReadDiscover how tariffs and inflation driven shifts in sentiment and behavior are shaping the early weeks of the 2025 holiday shopping 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? What early signals are we seeing in holiday shopping behaviors, and which retailers are winning early-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? Where are US consumers shopping for food and nonfood items and how is channel preference shifting? Data in this research report include: Consumer sentiment by income and time; holiday purchase rates; top retailers for holiday shopping and holiday categories; and retailer and category-level shopping data. Companies mentioned in this report include: Albertsons Companies, Amazon, Best Buy, Costco, Dollar Tree, eBay, Etsy, Family Dollar, Five Below, Gamestop, Hobby Lobby, Home Depot, JCPenney, Kohl’s, Kroger, Lowe’s, Macy’s, Old Navy, Ross Stores, Sam’s Club, Sephora, Target, Temu, The TJX Companies, Ulta and Walmart. Other relevant research: US Holiday 2025: Consumer Survey and Retail Outlook—From Social To Smart: AI Becomes the New Driver of Holiday Discovery and Value Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. All Coresight Research coverage of US holiday retail Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Retail-Tech Landscape: Supply Chain TechnologyEarnings Insights 1Q25: Wrap-Up—Growth Outpaces Declines Across Most SectorsWeekly US Store Openings and Closures Tracker 2025, Week 12: Forever 21 To Close All Stores; Dollar General Announces Major Store Expansion PlanConsumer Sentiment—The Big Surprise in a Week of Shocks; Plus, Apparel Shopping in Focus: US Consumer Survey Insights
Deep DiveHoliday 2025: The Last Mile—Tariff-Driven Early Buying To Ease Peak Season Shipping Rush Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research October 21, 2025 Reasons to ReadUncover how tariff-driven early shopping and carrier diversification are reshaping peak season logistics. Read this report to discover answers to these and other questions about the US holiday last-mile landscape: How is the early pull-forward of holiday demand expected to impact last-mile delivery networks in 2025? Why are most online holiday shoppers opting for regular delivery despite the rise in faster fulfillment options? How will rising holiday surcharges from FedEx and UPS affect large-volume shippers—and which alternatives are gaining traction? What role will the persistent labor shortfall play in shaping logistics capacity this season—and how are retailers responding? Companies mentioned in this report include: Amazon, Costco, FedEx, GLS US, H-E-B, Rithum, SpeedX, Target, UniUni, UPS, Veho and Walmart. Data in this report include: Consumer survey data on early holiday shopping behavior and delivery preferences; fulfillment method preferences among online shoppers; surcharge comparisons from FedEx and UPS; labor market statistics for transportation and warehousing sectors. Other relevant research: All Coresight Research coverage of US holiday retail Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Responses to Inflation—Trading Down in Food and Nonfood Remains a Critical Shopping Strategy: US Consumer Survey InsightsAnalyst Corner—Key Tech Themes at CES 2025 and NRF 2025, with John HarmonHoliday 2024: UK Retail Wrap-Up—Cautious Spending and Late Shopping Fuel Volatile Peak TradingConsumer Sentiment Unpacked—Higher-Income, Younger Consumers Are Most Optimistic: US Consumer Survey Insights Extra
InfographicHoliday Bites—Prime Big Deal Days, Walmart Deals, Target Circle Week and Kohl’s Cyber Deals: Consumer Participation—Data Graphic John Mercer, Head of Global Research and Managing Director of Data-Driven Research October 20, 2025 Reasons to ReadUncover which consumer groups are driving early holiday shopping and reshaping October retail events. Read this report to discover answers to these and other questions: How did actual shopper participation in Amazon’s Prime Big Deal Days compare with consumer expectations and last year’s event? Which key demographics—by age, income, and location—led participation across major October promotions at Amazon, Walmart, Target and Kohl’s? What do shifting consumer behaviors tell us about early holiday shopping trends and the opportunity to engage younger, affluent shoppers? Companies mentioned in this report include: Amazon, Walmart, Target, Kohl’s Data in this report include: shopper participation rates across major October 2025 sales events; demographic breakdowns by age, income, and location Other relevant research: All Coresight Research coverage of US holiday retail Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Analyst Corner: Agentic Commerce Is Progressing at Warp Speed, with John HarmonRolling Metric Picks Up After Last Week’s Dip: Weekly US Consumer Sentiment, Week 29, 2025—InfographicAnalyst Corner: US Grocery Real Estate—The Great Divide in 2025, with Sujeet NaikSentiment Dives, Tariff Pessimism Deepens, Reactive Shopping Entrenches: US Consumer Survey Insights
Analyst CornerAnalyst Corner: Evaluating Ulta Beauty’s Marketplace Launch as a Strategic Response, with Madhav Pitaliya Madhav Pitaliya, Analyst October 19, 2025 Reasons to ReadWelcome to Analyst Corner! Every Sunday, a member of the Coresight Research team discusses upcoming or recent research and their thoughts on interesting topics in their area of expertise. This week, Madhav Pitaliya, Analyst, explores Ulta Beauty’s launch of UB Marketplace and the context for this move. Analyst Corner also highlights our key research from the past week and upcoming reports to look out for, so you don’t miss out. Other relevant research: Read previous Analyst Corner reports, including last week’s report, which explores US consumers’ spending expectations for shopping events in the fourth quarter of 2025—namely, Halloween (October 31), Singles’ Day (November 11), Black Friday (November 28) and the end-of-year holiday season. US Beauty Retailing: Themes, Concepts and Innovators—Personalization, Tech Integration and Wellness To Drive Change Analyst Corner: Beauty’s Back! The US Beauty Market Bounces Back, with Madhav Pitaliya and John Mercer Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for Other research you may be interested in:Three Data Points We’re Watching This Week, Week 17: US Retail and Consumer LatestEnhance Shopping and Customize Care: Three Technologies Transforming the Drugstore and Pharmacy Retail LandscapeWeekly UK Store Openings and Closures Tracker 2025, Week 31: Greggs Opens More than 60% of Its Announced Store OpeningsEarnings Insights 1Q25, Week 4: Alibaba, Walmart and Others Report Sales Growth While Under Armour Reports Sales Decline—Infographic
