Event PresentationUS Consumer Sentiment Amid the Energy Shock: Premium Subscriber Call John Mercer, Head of Global Research and Managing Director of Data-Driven Research March 19, 2026 Reasons to ReadHow are US consumers reacting to the March 2026 Middle East energy crisis? We draw on consumer sentiment data, shopper traffic metrics and economic projections to explore the consumer impacts and implications in this Premium Subscriber Call presentation from March 19, 2026. Other relevant research: CEO Brief: Iran Energy Shock—US Consumer Economy and Retail Impacts Consumer Sentiment Reaches Its Lowest Level; Tariff Pessimism and Inflation Awareness Increases: US Consumer Survey Insights 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:Shoptalk Fall 2025 Day Three: From Constraints to Catalysts—Technology Driving the Next Era of RetailAnalyst Corner: Decoding the Resurgence of Online Grocery Retail in the US, with Sujeet NaikNRF 2025: Retail’s Big Show: Day Three—AI Takes Center Stage on the Final Day of NRFSentiment; Tariff Perceptions; Inflation Reactions—Taking the Consumer Pulse on Essentials: US Consumer Survey Insights
Deep DiveConsumer Sentiment Declines Significantly, Driven By Middle-Income Consumers: US Consumer Survey Insights Aditya Kaushik, Analyst Sector Lead: Philip Moore, Head of Custom Research March 18, 2026 Reasons to ReadDiscover how US consumers are reacting to shifting economic conditions, Iran conflict, inflation pressures and tariffs. Read this report to discover answer to this question: 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 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:Weekly US Store Openings and Closures Tracker 2025, Week 52: Pacsun Plots Major US Expansion Drive3Q24 US Retail Inventory Insights: Apparel, Off-Price and Warehouse Club Retailers Expand Inventories for the HolidaysThree Data Points We’re Watching This Week, Week 15: US CPG LatestEssential Guide to Shoptalk Spring 2025: Navigating the Future of Customer-Centric Retail with AI and Unified Commerce
Deep DiveConsumer Sentiment Shows Positive Trend in February: China Consumer Survey Insights Keerthan Shetty, Data Analyst Sector Lead: Philip Moore, Head of Custom Research March 17, 2026 Reasons to ReadThe Coresight Research monthly China Consumer Survey Insights series takes a regular temperature check on Chinese consumers’ behaviors and sentiment, based on exclusive proprietary survey data. In this research report, we present findings from our latest weekly surveys, with the most recent undertaken on February 23, 2026. We spotlight developments in consumer sentiment on the economic and financial outlooks. Read this report to discover answers to these key questions: How has consumer sentiment in China evolved in February, and what do the recent peaks in economic optimism suggest about consumer expectations for the year ahead? What role did the Spring Festival (Chinese New Year) play in shaping short-term optimism, and how do the post-event dips reflect evolving consumer confidence? What are the key consumer behaviors and trends observed in February, and how might these shape the retail season ahead? Data in this research report includes: Consumers’ expectations for economic conditions and personal finances over the next 12 months, showing how optimism has evolved. Changes in personal financial situations compared to 12 months ago, shedding light on shifts in consumer wealth perceptions. Consumer activities over the past two weeks, highlighting engagement levels and emerging trends. Purchasing behaviors, with insights into what consumers are buying in-store and online during the survey period. Other relevant research: Read the full series of China Consumer Survey Insights The Coresight Research China Retail Sales Databank brings together retail sales data to help you understand the trajectory of retail in China. Interested in more consumer survey analysis? Check out our US Consumer Survey Insights series. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Store of the Future: Unlocking Performance Through InnovationWeekly UK Store Openings and Closures Tracker 2025, Week 46: Store Openings Down 11% Year Over YearShoptalk Fall 2025 Day Three: From Constraints to Catalysts—Technology Driving the Next Era of RetailEssential Guide to Shoptalk Spring 2025: Navigating the Future of Customer-Centric Retail with AI and Unified Commerce
Insight ReportJanuary 2026 US Retail Sales: Stable Growth Trajectory Consistent with ML Projections Prerana P Kotian, Data Analyst Sector Lead: Philip Moore, Head of Custom Research March 16, 2026 Reasons to ReadUsing data from the US Census Bureau, we analyze US retail sales in January 2026, in total and by sector, along with estimated retail-only inflation trends. Data in this research report are: Year-over-year changes in US total retail sales (excluding gasoline and automobiles), January 2025–January 2026 Year-over-year changes in retail sales by sector, December 2025 and January 2026 Estimated retail-only inflation (year-over-year % change), August 2025–January 2026 Other relevant research: Our monthly reports keep you up to date on retail sales (in total and by sector) and key consumer indicators in the US. Complementing our monthly reports, the Coresight Research US Retail Sales Databank brings together retail sales data to help you understand the scale and trajectory of US 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:Consumer Sentiment Hits New Low; Many Consumers Cut Back on Eating Out Amid High Gas Prices: US Consumer Survey InsightsSector Focus: Off-Price Shopping—Data GraphicRetail-Tech Landscape: MarTechWeekly UK Store Openings and Closures Tracker 2025, Week 28: Watches of Switzerland Pulls Back on UK Store Estate
Insight ReportUS Consumer Sentiment Amid the Middle East Energy Shock John Mercer, Head of Global Research and Managing Director of Data-Driven Research March 16, 2026 Reasons to ReadRead this report to understand our latest data and analysis on the implications of the Iran/Middle East energy shock, with a focus on the US consumer and retail. How is US consumer financial and economic sentiment trending, in total and for different income groups? How do gasoline price rises compare to those following the start of the 2022 Ukraine conflict? What are the learnings around shopper traffic from 2022? How much would rising gasoline prices cost US consumers and what is one potential multibillion-dollar offset for higher gasoline prices? Related Reports: CEO Brief: Iran Energy Shock—US Consumer Economy and Retail Impacts 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:Financial Sentiment Turns Positive: Weekly US Consumer Sentiment, Week 51, 2025—Data GraphicAmazon Prime Day 2025 Wrap-Up: US Purchase Rate Jumps as Retail Rivalry Heats Up—Exclusive Data InsightsAnalyst Corner: Why Growth in US CPG Unit Sales Has Stalled, with Sujeet NaikShoptalk Spring 2026: Day 1—Agentic Commerce and AI-Driven Personalization; Retail Media Innovation and Omnichannel Data; Emotional Connection and Loyalty in the AI Era
Analyst CornerAnalyst Corner: Navigating the “SaaSpocalypse,” with John Harmon John Harmon, CFA, Managing Director of Technology Research March 15, 2026 Reasons to ReadDiscover how the rise of agentic AI is reshaping the future of SaaS and its impact on investors and enterprises. Every Analyst Corner also includes a roundup of research and data published that week, as well as highlighting upcoming reports to look out for from Coresight Research. Read this report to discover answers to these and other questions: What is driving the recent decline in SaaS stocks like Adobe, Salesforce, and ServiceNow? How is agentic AI transforming enterprise software and boosting productivity? Can agentic AI truly replace established SaaS solutions, or are there limitations? What role does domain-specific knowledge play in the potential replacement of SaaS by AI? How are leading SaaS companies, like Oracle, integrating AI into their platforms to drive growth? Companies mentioned in this report include: Adobe, Salesforce, ServiceNow, Microsoft, Block, Oracle Other relevant research: The Agentic AI Playbook: How to Redefine Retail with Intelligent Autonomy All Analyst Corners 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:US CPG Sales Tracker: E-Commerce Growth Strengthens in December 2025, Driven by Beauty and Food; Homecare Sees Strong RecoverySector Focus: Off-Price Shopping—Data GraphicGroceryshop 2025 Day Three: Driving Grocery’s Future with AI, New Revenue Models and Unified VisionRetail 2025: China Retail Predictions
Event PresentationUS Consumer Sentiment Amid the Energy Shock: Premium Subscriber Call John Mercer, Head of Global Research and Managing Director of Data-Driven Research March 13, 2026 Reasons to ReadWe discuss US consumer sentiment, potential shopper reactions and implications for retailers amid the Middle East energy shock. This presentation is from our Premium Subscriber Call of March 13, 2026. Read the report from this presentation 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:Introducing the New Tech 25 for ’25: Retail-Tech Companies To WatchNRF 2025: Retail’s Big Show: Day One—Agentic AI in Focus for Nvidia; Retail Revolution for Amazon and Macy’sShoptalk Spring 2025: Day One—Creating Value Is Critical to Success; Tech-Powered Personalization Permeates Panel DiscussionsAnalyst Corner: How Fast Will Agentic Commerce Scale? Three Gauges to Watch, with Charlie Poon
Insight ReportImpact of Saks Store Closures on Competitors: Strategic Opportunities and Proximity Analysis Vaishnavi Nayak K, Analyst Sector Lead: Philip Moore, Head of Custom Research March 13, 2026 Reasons to ReadExplore the key trends shaping the retail industry in the wake of Saks Global’s downsizing and find insights into how competitors may capitalize on these shifts from its store closures. Read this report to discover answers to these and other questions: What impact will Saks’ department store closures have on competitors such as Macy’s and Nordstrom? How does Macy’s proximity to Saks Fifth Avenue locations compare to Nordstrom’s? Which off-price competitors see the greatest proximity to closing Saks OFF 5TH stores? Which geographical areas will be most affected by Saks’ closures? What opportunities exist for department and off-price retailers such as Marshalls, Ross Dress for Less and T.J. Maxx in response to closures across the Saks Fifth Avenue, Saks OFF 5TH and Neiman Marcus banners? Companies mentioned in this report include: Saks Global Holdings LLC, Macy’s, Nordstrom, Marshalls, Ross Dress for Less, T.J. Maxx. Data in this report include: store closures data, geographical proximity of stores, store estate analysis, market share potential, industry trends. Other relevant research: Weekly US Store Openings and Closures Tracker 2026, Week 6: US Store Closures Cross 2,000 Drugstore Decimation: Assessing Rite Aid’s Closures, and Which Competitors Stand To Gain 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:Weekly UK Store Openings and Closures Tracker 2026, Week 8: Claire’s To Close StoresWeekly UK Store Openings and Closures Tracker 2025, Week 31: Greggs Opens More than 60% of Its Announced Store OpeningsFinancial Sentiment Turns Negative; Tariff Pessimism Deepens; Inflationary Trade-Down Persists: US Consumer Survey InsightsAnalyst Corner: Understand Who Shops Where in US Retail, with John Mercer
Store TrackerWeekly UK Store Openings and Closures Tracker 2026, Week 10: The Original Factory Shop Continues Store Closures Aaron Mark Dsouza, Data Analyst Sector Lead: Philip Moore, Head of Custom Research March 13, 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 data set? How do full-year 2025 store closures and openings compare with 2026 year-to-date trends? Companies mentioned in this report include: Aubin, Boots, Crocs, Garage, Iceland, Marks & Spencer, Menarys, Mountain Warehouse, Poundstretcher, Primark, Space NK, Victoria’s Secret. 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 Other research you may be interested in:Shoptalk Spring 2025 “Shark Reef” Startup Pitch: Preview—12 Innovators Leveling Up the Customer Experience and Streamlining OperationsCoresight Research Agenda for 2026—Retail’s Strategic Imperatives: Premium Subscriber CallUS Store Tracker Extra, November 2025: Burlington Stores Takes Total Opened Retail Space to 88 Million Square FeetHigh-Income Consumers’ Economic Optimism at Five-Month Low; Holiday Shopping Accelerates: US Consumer Survey Insights
Store TrackerWeekly US Store Openings and Closures Tracker 2026, Week 10: US Store Openings Gain Momentum—BJ’s, Burlington Stores, Abercrombie & Fitch and More Aaron Mark Dsouza, Data Analyst Sector Lead: Philip Moore, Head of Custom Research March 13, 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: Bape; Camping World; Abercrombie & Fitch Co., American Eagle Outfitters, Bath & Body Works, Beams, BJ’s Wholesale Club, Burlington Stores, Carolina Herrera, Casey’s, Costco Wholesale, Fugazi, Grocery Outlet Holding, Jack & Jones, Lidl, Neiman Marcus, Nordstrom, Primark, Princess Polly, Saks Fifth Avenue, The Fresh Market, The Gap Inc, Victoria’s Secret, Whole Foods Market. 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 Other research you may be interested in:Analyst Corner: Are You Ready for the Future of Physical Retail? Three Trends in US Retail Real Estate, with Anand KumarSupreme Court Ruling on Tariffs: Assessing Consumer Awareness and Sentiment—Data GraphicSupply Chains Insights for Apparel, Footwear and Department Stores: Transforming with AI and Real‑Time ForecastingThree Data Points We’re Watching This Week, Week 28: US Retail and Consumer Latest
Innovator ProfileInnovator Profile: SocialQ AI—AI-powered social media strategy and content management platform Abhinav Tagore, Analyst Sector Lead: Steven Winnick, Vice President—Innovator Services March 12, 2026 Reasons to ReadDiscover how SocialQ AI is transforming social media strategy with AI-powered content creation. Read this report to discover answers to these and other questions: How does SocialQ AI’s platform help brands create social media content at scale while maintaining a consistent brand voice? What role does AI play in automating content creation for social media platforms like Instagram, TikTok, and Twitter? How can SocialQ AI help brands adapt content to different platforms and audiences for more effective social media campaigns? How does SocialQ AI enable brands to test messaging and respond quickly to trends and engagement patterns? Other relevant research: The Latest Shoptalk Insights from Coresight Research 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:US Grocery Retailing—Real Estate Insights: Value and Specialty Grocers Drive Polarized ExpansionInnovator Profile: ShopVision—Paving the Way for Intelligent E-Commerce with an AI TeammateWeekly UK Store Openings and Closures Tracker 2025, Week 16: B&M and Tesco Provide Store-Opening PlansWeekly US and UK Store Openings and Closures Tracker 2025, Week 6: Bargain Hunt and Liberated Brands To Close About 200 Stores
Innovator ProfileInnovator Profile: ShopSight—Consumer co-creation platform for product trend discovery Abhinav Tagore, Analyst Sector Lead: Steven Winnick, Vice President—Innovator Services March 12, 2026 Reasons to ReadDiscover how ShopSight is transforming product development with AI-driven consumer co-creation. Read this report to discover answers to these and other questions: How does ShopSight’s platform enable consumers to actively participate in product development through design challenges and feedback loops? What role does AI play in aggregating consumer signals to identify emerging product trends and consumer demand? How can ShopSight help brands refine product strategies by capturing insights earlier in the development cycle? How does ShopSight’s generative AI platform support brands in making data-driven decisions during product development? Other relevant research: The Latest Shoptalk Insights from Coresight Research 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:NRF 2025: Retail’s Big Show: Day Three—AI Takes Center Stage on the Final Day of NRFSentiment Improves, Driven by Higher-Income and Middle-Income Consumers: US Consumer Survey InsightsDecember 2025 US Retail Sales: Strong Conclusion to Holiday Season, with 4% GrowthAnalyst Corner: The Brave New World of Agentic Shopping, with John Harmon
Innovator ProfileInnovator Profile: RateRunners—Platform providing visibility and reconciliation for parcel shipping costs Abhinav Tagore, Analyst Sector Lead: Steven Winnick, Vice President—Innovator Services March 12, 2026 Reasons to ReadDiscover how RateRunners is revolutionizing parcel shipping cost visibility and reconciliation. Read this report to discover answers to these and other questions: How does RateRunners’ platform automate parcel billing reconciliation and provide visibility into shipping costs? What role does centralizing parcel billing data play in improving shipping cost management across carriers and logistics providers? How can businesses use RateRunners’ system to identify discrepancies between billed and contracted shipping rates? How does RateRunners enable unified shipping expense monitoring across multiple 3PLs and carriers? Other relevant research: The Latest Shoptalk Insights from Coresight Research 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:US Store Tracker Extra, September 2025: Ollie’s Bargain Outlet and Alimentation Couche-Tard Add 3+ Million Square Feet to Total Opened Retail SpaceInnovator Profile: Sotira—Monetizing Surplus Inventory with Automated Compliance, Logistics and Resale ChannelsUS Retail Sales Outlook: Retail Sales Projections Moderate for the Holiday QuarterAgentic Commerce—How Should Retailers Leverage GEO to Maximize AI-Engine Visibility?
Innovator ProfileInnovator Profile: Merchkit—AI-powered product catalog automation platform Abhinav Tagore, Analyst Sector Lead: Steven Winnick, Vice President—Innovator Services March 12, 2026 Reasons to ReadLearn how Merchkit is automating product catalog management with AI. Read this report to discover answers to these and other questions: How does Merchkit’s AI-powered platform streamline product data management and merchandising workflows for retailers? What are the key benefits of centralizing product data and catalog updates within a single system? How can Merchkit’s automation tools help brands generate product listings and descriptions across multiple sales channels? What role does AI play in standardizing product attributes and improving collaboration across merchandising teams? Other relevant research: The Latest Shoptalk Insights from Coresight Research 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: Will Stock Market Volatility Impact US Consumer Spending?A Guide to NRF 2026 Retail’s Big Show: The Next Now—Key Insights Shaping the Future of RetailRolling Metric Stabilizes: Weekly US Consumer Sentiment, Week 38, 2025—InfographicThe Agentic AI Playbook: Insights Presented by Deborah Weinswig at NRF 2025: Retail’s Big Show APAC
InfographicSector Focus: Dollar Store Shopping—Data Graphic Aditya Kaushik, Analyst March 11, 2026 Reasons to ReadOur Sector Focus data graphics feature the latest survey findings on US retail sectors and categories. Dive into the US dollar store 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:Weekly US Store Openings and Closures Tracker 2026, Week 11: Dollar Tree and Ollie’s Bargain Outlet Take Total Store Openings Ahead of ClosuresUS Retail Sales Outlook: Robust Growth Amid an Outlook Score Signaling Elevated StressRetail Under Pressure: How Will Tariffs Disrupt the Back-to-School and Holiday Seasons?Weekly US Store Openings and Closures Tracker 2025, Week 35: Netflix Heads to the Mall as Claire’s Shutters Nearly 300 Stores
