Deep DiveHead-to-Head in Global Discount Grocery Retailing: Aldi vs. Lidl Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research January 16, 2025 Reasons to ReadAldi and Lidl are two prominent German discount grocery chains that have gained significant popularity worldwide. As part of our Head-to-Head series, we provide insights into the two companies’ business and growth strategies, brand usage and e-commerce initiatives. Data in this research report include: Annual sales and year-over-year growth for both Aldi Group and Lidl, 2019–2023 Average per-store stock-keeping unit count and store size for Aldi and Lidl Survey data on the top 10 grocers that consumers buy food and products from for everyday use for selected countries Global store counts for both companies, by country Companies mentioned in this report include: Aldi Nord, Aldi Süd, Amazon, Asda, Lidl, Ocado, Publix, Walmart Other relevant research: US Grocery—Retail 2025 Sector Outlook: Volume Growth Headwinds To Continue Market Navigator: US Grocery Retailing—Igniting Unit Growth in a Low-Inflation Environment US Mass Merchandisers, Warehouse Clubs and Discount Stores—Retail 2025 Sector Outlook: Essentials To Fuel Revenue Growth Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles. 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:Revving Up the Flywheel: Insights from the Inaugural Amazon Prime Analyst DayRetail-Tech Landscape: Proptech SolutionsSector Focus: Beauty Retailing—Data GraphicDecember 2025 US Retail Sales: Strong Conclusion to Holiday Season, with 4% Growth
Insight ReportUS CPG Sales Tracker: Sharp Beauty Rise Drives CPG Growth in December 2024 Prerana P Kotian, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research January 16, 2025 Reasons to ReadThe Coresight Research and Circana monthly US CPG Sales Tracker provides our data-driven insights into online sales trends in the US CPG industry—covering the product categories of food & beverages, health & beauty, and general merchandise & homecare. This report presents key insights for the four weeks ended December 29, 2024. Data in this research report include: CPG sales growth—e-commerce, in-store and in total E-commerce and total CPG sales growth by category type Food & beverages department breakdown by category: e-commerce and total sales growth Nonfood department breakdowns by category: e-commerce and total sales growth 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 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 Improves; Plus, Online Shopping in Focus: US Consumer Survey InsightsWeekly UK Store Openings and Closures Tracker 2026, Week 12: The Original Factory Shop Continues Store ClosureSeasonal Shopping, 1Q26—Expectations for Valentine’s Day and Presidents’ Day: US Consumer Survey Insights ExtraAnalyst Corner: What We Learnt from Our Ninth Annual Amazon Apparel US Consumer Survey, with Aditya Kaushik
Deep DiveLeveraging Digital Services, AI and Quick Commerce for Competitive Advantage: Global Learnings for US Retail and E-Commerce Anand Kumar, Associate Director of Research January 15, 2025 Reasons to ReadThe global retail industry is experiencing a profound transformation, one driven by rapid technological advancements and shifting consumer expectations. Building on our Market Navigator report on US retail and e-commerce, we explore the innovative strategies adopted by leading retailers and e-commerce platforms from China, Europe, India and the UK, as well as what US retailers can learn from these strategies. Data in this research report include: US retail market (excluding gasoline and automobiles) and year-over-year growth, 2019–2028E Total gross merchandise value of the Indian quick-commerce market and year-over-year growth, 2020–2025E Companies mentioned in this report include: Alibaba, Amazon, JD.com, Next, Reliance Retail, Shein, Temu, Tesco, Walmart, Zalando Other relevant research: Market Navigator: US Retail and E-Commerce—Seizing Opportunities Amid a Changing Landscape Retail 2025: What Will Redefine US Retail?—Coresight Research Predictions US and China E-Commerce—Retail 2025 Sector Outlook: Online Sales To Maintain Strong Growth Momentum 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. Access the Coresight Research Retail Industry Databanks for comprehensive, global data on store developments, consumer behavior, financial guidance updates, market sizes and more! Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or 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 2025, Week 20: Asda Opens New Format; Skims Plans to Step into the UK in 2026The State of In-Store Retailing 2026: Blueprint To Scaling Store Intelligence Technologies for Retail ExcellenceConsumers Pull Back—Sentiment Sinks as Gas Prices Crowd Out Services: US Consumer Survey InsightsWeekly UK Store Openings and Closures Tracker 2025, Week 39: Amazon and Bodycare To Close All Stores
Event CoverageNRF 2025: Retail’s Big Show: Day Three—AI Takes Center Stage on the Final Day of NRF Anna Beller, Vice President of AdvisoryJohn Harmon, CFA, Managing Director of Technology ResearchMax Kahn, President January 15, 2025 Reasons to ReadCoresight Research attended NRF 2025: Retail’s Big Show in New York, New York, hosted by the National Retail Federation (NRF). In this report, we present highlights from the third and final day of the event, covering AI predictions shared by Deborah Weinswig, CEO and Founder of Coresight Research, as well as Lululemon Athletica’s strategy for 2025 and the future of retail media. Look out for our upcoming NRF 2025 wrap-up report to dive into our insights from the full event. We will help you digest what you’ve learned and catch up on what you may have missed! Companies mentioned in this report include: invent.ai, Lululemon Athletica, Mattress Firm, Nordstrom, Tailored Brands, Target Other relevant research: All our coverage of NRF 2025 Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. 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: Food and Beverages Drive Growth Amid Persistent Market ImbalanceAnalyst Corner: Five Back-to-School Shopping Trends to Watch, with Madhav PitaliyaTarget’s Supply Chain Reset: What Jeff England’s Appointment Means for Its Turnaround AheadWeekly UK Store Openings and Closures Tracker 2026, Week 13: Superdry To Expand
Deep DiveMass Merchandiser and Warehouse Club Shopping in Focus—Walmart Leads; High Purchase Rates for Daily Essentials: US Consumer Survey Insights Aditya Kaushik, Analyst January 14, 2025 Reasons to ReadThe Coresight Research weekly US Consumer Survey Insights series takes a regular temperature check on US consumers’ behaviors and sentiment, based on exclusive proprietary survey data. This week, in addition to our usual weekly findings on consumer sentiment, activities and shopping patterns, we dive into findings on the mass merchandisers and warehouse clubs sector specifically. Discover which retailers are most popular in the sector, and explore what sector shoppers are purchasing. The latest data in this report are from our survey conducted on January 6, 2025. Data in this research report are our latest proprietary survey findings on: Which mass merchandisers and warehouse clubs are most popular Popular product categories among sector shoppers Consumers’ expectations for the economy overall and for their own personal financial situation—plus, breakdowns of our findings by income Where consumers have bought food and nonfood products from in the last two weeks What consumers have bought in-store and online in the last two weeks Activities that consumers have done in the past two weeks Companies mentioned in this research report include: Costco, Sam’s Club, Target, Walmart Other relevant research: US Mass Merchandisers, Warehouse Clubs and Discount Stores—Retail 2025 Sector Outlook: Essentials To Fuel Revenue Growth The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. The Market Sizes Databank offers an overview of key retail market or sector sizes, including Coresight Research projections for future years. 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:Five Ways AI Is Being Used in Beauty Retailing (Plus One Bonus)—and What’s NextInconsistent Trends Appear to Reflect Uncertainty: Weekly US Consumer Sentiment, Week 31, 2025—InfographicWeekly US Store Openings and Closures Tracker 2025, Week 48: American Signature, Bed Bath & Beyond and Saks To Close StoresConsumer Sentiment Continues to Improve; Plus, Online Shopping in Focus: US Consumer Survey Insights
Insight ReportJCPenney Merges with SPARC Group to Form Catalyst Brands—What It Means for US Retail Anand Kumar, Associate Director of Research January 14, 2025 Reasons to ReadOn January 9, 2025, department store JCPenney merged with SPARC Group—operator of brands including Lucky, Aéropostale, Eddie Bauer and Brooks Brothers—to create Catalyst Brands. The merger underscores key changes in the retail sector, revealing broader trends and strategies that may have far-reaching impacts on the entire retail landscape. In this report, we explore the potential impacts of this partnership on the US retail sector and dive into some of the key emerging trends. Companies mentioned in this report include: Authentic Brands Group, Brookfield Corp, Dillard’s, Forever 21, Gap Inc., JCPenney, Nordstrom, Reebok, Shein, Simon Property Group Other relevant research: US Department Stores—Retail 2025 Sector Outlook: Softness To Continue, Despite Beauty Outperformance More reports on capital markets The Corporate and Financial Developments Databank includes details of management changes, financial guidance updates and capital raised by major retail companies. 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 2026 “Shark Reef” Startup Pitch: Preview—10 Innovators Driving Customer Experience and Operational EfficienciesEarnings Insights 1Q25, Week 5: BJ’s Wholesale Club and Home Depot Report Sales Growth; Target Reports Sales Decline—InfographicResearch Preview: Agentic Commerce—Retail Moves to Product Visibility and Checkout on ChatGPTConnected TV’s Opportunities and Growing Pains: 10 Insights from CTV Connect 2025
Market Navigators/Market OutlookRetail 2025: 10 AI Trends—An Inflection Point in the GenAI Revolution Charlie Poon, AnalystJohn Harmon, CFA, Managing Director of Technology Research Sector Lead: Steven Winnick, Vice President—Innovator Services January 14, 2025 Reasons to ReadWe expect 2025 to be a pivotal year for the development of AI (artificial intelligence), with many GenAI (generative AI) projects seeing deployment. In this research report, we present 10 critical AI trends, spanning retail media, agentic AI and more. Our recommendations help you understand how to harness the power of AI to drive real business results, aligning with the Coresight Research CORE Framework for AI in retail. This framework aims to guide retailers in winning new business, running their operations more efficiently, reinventing their supply chains and creating stronger customer relationships—with sustainability at the core. Stay at the forefront of AI innovation in the rapidly evolving retail landscape. Dive into our AI-focused research to gain actionable insights to redefine your retail strategy and unlock key growth opportunities! This report is part of the Coresight Research Retail 2025 series, which details the prospects for retail this year, exploring key trends by geography and sector. It is made available to non-subscribers of Coresight Research through its sponsorship by invent.ai, a global provider of retail inventory optimization solutions. Other relevant research: Retail 2025: 10 Trends in Retail Technology All Coresight Research Retail 2025 reports More Coresight Research coverage of retail media, GenAI and the supply chain Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. Non-subscribers can access the report by completing the form on this page. The report will arrive in your inbox upon completion of the form. 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 22: Foot Locker Closes StoresWeekly US Store Openings and Closures Tracker 2025, Week 26: Kroger To Close 60 StoresAnalyst Corner: Three Consumer-Focused Predictions for US Retail for the Second Half of 2025, with Anand KumarWeekly US and UK Store Openings and Closures Tracker 2025, Week 6: Bargain Hunt and Liberated Brands To Close About 200 Stores
Event CoverageNRF 2025: Retail’s Big Show: Day Two—Diving into Loyalty and Sustainability with Sephora, Target, Walmart and Others Anna Beller, Vice President of AdvisoryJohn Harmon, CFA, Managing Director of Technology ResearchMax Kahn, President January 14, 2025 Reasons to ReadCoresight Research is attending NRF 2025: Retail’s Big Show in New York, New York, hosted by the National Retail Federation (NRF). In this report, we present highlights from the second day of the event, covering loyalty programs, sustainability efforts and the future of beauty retailer Sephora. Companies mentioned in this report include: ABC Fine Wine & Spirits, Hibbett, IKEA, Oracle, Sephora, Target, The Vitamin Shoppe, Walmart Other relevant research: All our coverage of NRF 2025 Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. 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: US Retail Inflation Rises to Its Highest Level in 2.5 Years, with John MercerHoliday 2025 Survey Insights: Dollar Stores and Temu Break into the Top Five RetailersWeekly UK Store Openings and Closures Tracker 2025, Week 53: Nearly 1,550 Stores Opened in 2025January 2025 US Retail Sales Outlook: Projecting Mid-Single-Digit Growth for the Start of 2025
Event CoverageNRF 2025: Retail’s Big Show: Day One—Agentic AI in Focus for Nvidia; Retail Revolution for Amazon and Macy’s Anna Beller, Vice President of AdvisoryJohn Harmon, CFA, Managing Director of Technology Research January 13, 2025 Reasons to ReadCoresight Research is attending NRF 2025: Retail’s Big Show in New York City, hosted by the National Retail Federation (NRF). In this report, we present highlights from the first day of the event, covering digital twins, agentic AI (artificial intelligence), the reinvention of the department store by Macy’s, and Amazon’s approach to innovation. Stay tuned for more coverage of NRF 2025! Companies mentioned in this report include: Amazon, Lowe’s, Macy’s Inc., Nvidia, Walmart Other relevant research: A Guide to NRF 2025: Retail’s Big Show—Six Game Changers Set to Reshape Retail More insights on generative AI in retail Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. 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 12: Five Below Announces Store Expansion PlanCoresight Research Weekly Consumer Survey: Premium Subscriber CallFinancial Sentiment Improves Amid Middle East News Flow: US Consumer Survey InsightsJuly 2025 US Retail Sales: Growth Accelerates to Second-Highest Rate YTD, Supported by Prime Day
Analyst CornerAnalyst Corner: Three Key Predictions for India Retail in 2025, with Sujeet Naik Sujeet Naik, Analyst January 12, 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, Sujeet Naik, Analyst, presents three predictions for the India retail market, drawing on insights from our flagship annual report. From quick commerce to generative AI (artificial intelligence), discover key trends for the India market 2025. Other relevant research: Retail 2025: India Retail Predictions All of our Retail 2025 reports More coverage of India retail Read previous Analyst Corner reports, including last week’s report, which discusses tech themes at CES 2025 and NRF 2025: Retail’s Big Show. 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: Kalder—Monetizing Customer Loyalty with White-Label Cashback and RewardsFinancial Sentiment Turns Negative; Tariff Pessimism Deepens; Inflationary Trade-Down Persists: US Consumer Survey InsightsHoliday Bites: US Holiday Travelers Plan To Spend Less—Data GraphicConsumer Sentiment Declines as Tariffs Loom: Weekly US Consumer Sentiment, Week 28, 2025—Infographic
Coresight Research and NextRivet Announce Strategic Partnership: CoreRivet Coresight Research January 10, 2025 This document was generated for Other research you may be interested in:Innovator Profile: ShopVision—Paving the Way for Intelligent E-Commerce with an AI TeammateGlobal Luxury—Real Estate Insights: Brands Move from Tenants to Landlords, with Innovative, Experience-Rich FlagshipsUS Forecast To See Multibillion-Dollar Hit from Falling International Visitor Spend: Another Retail HeadwindShoptalk Spring 2026: Day 3— Retail AI and the Omnichannel Experience; Premium Brand Building; The Creator Economy Reshapes Commerce; Shoptalk Spring 2026 Key Takeaways
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2025, Week 2: Barnes & Noble CEO Announces Store Expansion Plan Risheek Dandekeri January 10, 2025 Reasons to ReadOur Weekly US and UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies. This week, we highlight store opening plans by Barnes & Noble, and detail other recent store announcements from major retailers. Non-store-closure news includes the appointment of a new CEO at Ulta Beauty. This report presents data up to week 2 of 2025, ended January 10, 2025. Data in this research report include: Week-by-week comparisons of announced store closures and openings in the US and the UK—2025 vs. 2024 Major US and UK store closures and openings—2024 and 2025 Major US retail bankruptcies—2024 Companies mentioned in this report include: 7-Eleven, Aldi, Barnes & Noble, Big Lots, Party City, Target, Walgreens Boots Alliance Other relevant research: The full collection of Store Tracker reports 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 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:Weekly UK Store Openings and Closures Tracker 2025, Week 42: Store Closures Exceed 1,000Overall Sentiment Declines Despite Rate Cut—But Higher Earners Are More Confident: US Consumer Survey Insights1Q25 Retail Inventory Insights: Lean Inventory, Tariff Mitigation, Supply Chain AdjustmentsHigh-Income Consumers’ Sentiment Soars Ahead; Plus, Home and Home-Improvement Shopping in Focus: US Consumer Survey Insights
InfographicThree Data Points We’re Watching This Week, Week 2: Global Retail Predictions for 2025 John Mercer, Head of Global Research and Managing Director of Data-Driven Research January 10, 2025 Reasons to ReadOur Three Data Points We’re Watching This Week series spotlights key data points from this week’s research. Discover key data points we are watching in week 2 of 2025. This week, we focus on our 2025 outlooks for the China, India and US retail market. Our predictions touch on quick commerce, digital tools, consumer caution and more. Dive into the full research reports behind these data points: Retail 2025: China Retail Predictions Retail 2025: India Retail Predictions Retail 2025: What Will Redefine US Retail?—Coresight Research Predictions Other relevant research: Read more Coresight Research Retail 2025 reports All graphics in the Three Data Points series This document was generated for Other research you may be interested in:Weekly UK Store Openings and Closures Tracker 2026, Week 1: Claire’s, LK Bennett and The Original Factory Shop File for AdministrationHead-to-Head in US Department Stores: Kohl’s vs. Macy’sConsumer Sentiment Declines as Tariffs Loom: Weekly US Consumer Sentiment, Week 28, 2025—InfographicSentiment Improves, Driven by Higher-Income and Middle-Income Consumers: US Consumer Survey Insights
Insight ReportRetail-Tech Landscape: Israel—January 2025 Update Steven Winnick, Vice President—Innovator Services January 9, 2025 Reasons to ReadIsrael’s retail-tech ecosystem comprises innovative companies offering solutions for wide-ranging applications, from supply chain logistics to the in-store consumer experience. This Retail-Tech Landscape presents 150 startups in Israel that provide technologies through the retail value chain, curated by Coresight Research and the Retail Innovation Club. The landscape covers the following categories: Business intelligence—analytics Logistics In-store technology Online shopping Other relevant research: This landscape is an update from our previous publications in April 2020, June 2021, October 2022 and December 2023. More Coresight Research Retail-Tech Landscapes spotlighting innovators that are disrupting the retail industry Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. This report is available for free and can be accessed by registering for a free account. 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 Retail in the Rest of 2025: Normalized Demand and Leaner Inventories Ahead of a High-Stakes Holiday SeasonIntroducing the New Tech 25 for ’25: Retail-Tech Companies To WatchConsumer Sentiment Weakens, Driven by Middle-Income Consumers: US Consumer Survey InsightsPlaybook: Retail’s Alternative Revenue Models—Monetizing Media, Data and Infrastructure
Event CoveragePutting the “AI” in “Airlines”: Insights from CES 2025 Deborah Weinswig, CEO and FounderJohn Harmon, CFA, Managing Director of Technology Research January 9, 2025 Reasons to ReadThe Coresight Research team is attending CES 2025 (formerly the Consumer Electronics Show), hosted by the Consumer Technology Association (CTA) in Las Vegas, Nevada. From AI (artificial intelligence)-powered tools in air travel to digital twins, dive into developments and discussion from selected keynotes on the second day of the conference proper. Companies mentioned in this report include: Accenture, Delta Air Lines, Nvidia, Uber Cover image (left to right): Robin Raskin (Founder of The Virtual Events Group), Deborah Weinswig (CEO and Founder of Coresight Research), Justin Honaman (Head of Worldwide Retail, Restaurants & Consumer Goods Business Development at Amazon Web Services) Other relevant research: The Future of AI, Supply Chains and Sustainability: Insights from CES 2025 Hot Tech Trends and Cool Products Unveiled: CES 2025 Pre-Conference Insights Analyst Corner—Key Tech Themes at CES 2025 and NRF 2025, with John Harmon Insights from last year’s CES Retail 2025: 10 Trends in Retail Technology Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. 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:Amazon Prime Day 2025 Evolves into a Retail Ecosystem: Five Insights on a Transforming Midyear Sales SeasonAnalyst Corner: NVIDIA GTC 2026 Showcased a New Era of Agentic AI and Physical AI, with Charlie PoonAnalyst Corner: US Shoppers Are Worried About Higher Prices from Tariffs—Consumer Survey Insights with John MercerWeekly US and UK Store Openings and Closures Tracker 2025, Week 10: US Store Openings Exceed 2,000