Deep DiveThe Grocery Technology Playbook: Eight Strategic Priorities To Stay Ahead in 2026 Sujeet Naik, Analyst Sector Lead: Steven Winnick, Vice President—Innovator Services January 21, 2026 Reasons to ReadIn this report, Coresight Research and FMI, the Food Industry Association, identify eight strategic priorities with the greatest potential to drive growth and reshape the grocery sector in 2026. Learn how grocers can leverage AI, automation and data analytics to drive growth and manage challenges like rising costs and shifting consumer behavior. Discover how agile supply chains, advanced forecasting and operational efficiency tools are key to maintaining profitability in a volatile market. Find out how personalized loyalty programs and digital store experiences will reshape the customer journey. Understand the role of technology in reducing food waste and meeting sustainability goals. Companies mentioned in this report include: Walmart, Kroger, Sprouts Farmers Market, Wakefern, Target, Coles Group and many others. This report is made available to non-subscribers of Coresight Research through its sponsorship by the following partners: Avery Dennison, Birdzi, Datasembly, RELEX Solutions, Simbe Robotics, Swiftly, T-Mobile for Business and Upshop. 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 25: Furniture Frenzy—At Home’s Bankruptcy, Ashley’s Store Renewal and Openings from IKEA, Wayfair and MoreThree Data Points We’re Watching This Week, Week 6: US Consumer and Retail FocusRetail 2025: India Retail Predictions—Midyear Trends UpdateWeekly US and UK Store Openings and Closures Tracker 2025, Week 1: Big Lots Set to Keep Some Stores Open in 2025
Deep DiveMiddle-Income Consumers Drive Improved Financial Optimism: US Consumer Survey Insights Aditya Kaushik, Analyst January 20, 2026 Reasons to ReadDiscover how US consumers are reacting to shifting economic conditions, inflation pressures and tariffs in the new year. Read this report to discover answers to these and other questions: How is consumer sentiment diverging across income 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:US Store Tracker Extra, January 2026: More than 24 Million Square Feet of Retail Space Slated To Open This YearWeekly US and UK Store Openings and Closures Tracker 2025, Week 2: Barnes & Noble CEO Announces Store Expansion PlanWeekly UK Store Openings and Closures Tracker 2025, Week 49: Claire’s Closes 150 Stores; Oliver Bonas To Open 20 StoresThree Data Points We’re Watching This Week, Week 22: US Consumer Insights—Tariffs and Inflation
InfographicSector Focus: Discount Stores—Data Graphic Aditya Kaushik, Analyst January 20, 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 2025, Week 20: Bob’s Discount Furniture Announces Store-Expansion PlanWeekly US Store Openings and Closures Tracker 2025, Week 35: Netflix Heads to the Mall as Claire’s Shutters Nearly 300 StoresWeekly US Store Openings and Closures Tracker 2025, Week 51: Retailers Announce More Than 1,000 Store Openings for 2026Amazon Prime Day India 2025: Wrap-Up—Biggest-Ever Prime Day Spurs Tier 2 and Tier 3 Markets’ Growth and Premium Buys
Insight Report3Q25 Retail Inventory Insights: Execution Discipline Drives Performance into Holiday 2025 Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research January 20, 2026 Reasons to ReadUncover how retailers are navigating tariff risks, inventory divergence, and digital transformation to protect margins in 3Q25. Read this report to discover answers to these and other questions: How are retailers like Ulta, Bath & Body Works, and Kohl’s adopting diverging inventory strategies in response to uneven demand and tariff pressures? In what ways are tariff-driven cost timing and accounting methods distorting reported margins at companies such as Costco and Williams-Sonoma? Why are value-led and club formats like Dollar Tree, Walgreens Boots Alliance, and Costco outperforming peers on inventory turnover? How are early receipts and digital tools-including AI-based replenishment-shaping inventory visibility and seasonal readiness for players like Gap, Walmart, and Urban Outfitters? Companies mentioned in this report include: Abercrombie & Fitch, Aritzia, Bath & Body Works, Best Buy, BJ’s Wholesale, Costco, CVS Health, Dollar Tree, Five Below, Gap, Home Depot, Kohl’s, Lowe’s, Macy’s, Ross Stores, Target, TJX Companies, Ulta Beauty, Urban Outfitters, Walgreens Boots Alliance, Walmart, Williams-Sonoma, and more. Data in this report include: US retail sales growth by month; inventory turnover ratios by retailer and sector; year-over-year changes in inventory values; and commentary on strategic inventory actions across leading US retailers. 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:Agentic Commerce—How Should Retailers Leverage GEO to Maximize AI-Engine Visibility?Economic Sentiment Climbs; Walmart Overtakes Lowe’s in Home-Improvement Sector: US Consumer Survey InsightsWeekly US Store Openings and Closures Tracker 2026, Week 10: US Store Openings Gain Momentum—BJ’s, Burlington Stores, Abercrombie & Fitch and MoreCEO Brief: Intelligent Inventory—Achieving Inventory Excellence
Market Navigators/Market OutlookUS Apparel and Footwear Retailing: Market Forecast and Competitive Landscape—Digital Players, Off-Pricers and Warehouse Clubs Poised To Gain Share Aditya Kaushik, AnalystAnand Kumar, Associate Director of Research Sector Lead: Anand Kumar, Associate Director of Retail Research January 19, 2026 Reasons to ReadUncover how shifting channels, economic headwinds and consumer trends are reshaping US apparel and footwear retail. Read this report to discover answers to these and other questions: What is the 2026 growth outlook for the US apparel and footwear market—and which segments are driving it? How are categories like outerwear, sportswear and innerwear expected to perform through 2029? Which retail channels are gaining—and losing—market share in the evolving distribution landscape? Who are the top-performing retailers and brands—and how are off-pricers, mass merchants and e-commerce platforms changing the game? What macro and demographic forces—from inflation to aging consumers—are influencing demand, pricing and innovation in the sector? Companies mentioned in this report include: Abercrombie & Fitch, Academy Sports and Outdoors, Adidas, Amazon, American Eagle Outfitters, Burlington Stores, Columbia Sportswear, Crocs, Deckers Outdoor Corporation, Designer Brands, Dick’s Sporting Goods, Foot Locker, Gap Inc., Hanesbrands, H&M, JD.com, Levi Strauss & Co., Lululemon Athletica, Macy’s, NIKE, Nordstrom, Puma, Ralph Lauren, Ross Stores, Shein, Steve Madden, Target, TJX Companies, Under Armour, Urban Outfitters, Victoria’s Secret & Co., Walmart and Wrangler. Data in this report include: total market size and segment forecasts through 2029; e-commerce penetration trends; category-level growth rates across outerwear, sportswear, and accessories; store counts and traffic data by retailer; operating margins by retailer and brand; and results from Coresight’s June 2025 US consumer apparel and footwear survey. Other relevant research: Visit the Coresight Research Fashion and Luxury 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 Purchase this report. Buy Now This document was generated for Other research you may be interested in:Analyst Corner: Learnings from Earnings, and Holiday-Season Insights, with John MercerEarnings Insights 1Q25, Week 1: Mixed Results from LVMH, Nestlé, P&G and Others Amid Heightened Tariff Concerns—InfographicWeekly UK Store Openings and Closures Tracker 2025, Week 50: Watches of Switzerland Closes 10 StoresWeekly US Store Openings and Closures Tracker 2025, Week 30: Claire’s Reportedly Plans to File for Bankruptcy
Analyst CornerAnalyst Corner: What’s Ahead for Retail Media in 2026, with Sujeet Naik Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research January 18, 2026 Reasons to ReadDiscover how retail media will evolve into a more collaborative, standardized and full-funnel channel by 2026—and what that means for advertisers, retailers and technology providers. Read this report to discover answers to these and other questions: How large will the global retail media opportunity be in 2026, and what forces are driving its continued double-digit growth? How are retail media networks evolving from performance-focused platforms into full-funnel, brand-building channels? Why is in-store media emerging as the next major growth frontier, and how influential is it at the point of purchase? How will measurement standardization, industry frameworks and third-party verification reshape confidence and comparability in retail media performance? Why is 2026 a critical inflection point as the market shifts from rapid network proliferation to optimization and differentiation? Companies mentioned in this report include: Interactive Advertising Bureau (IAB), Media Rating Council (MRC), Albert Heijn, Circana, Comscore and Nielsen. 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:The Beauty Conversion Architecture: From Discovery to Purchase—Powering Beauty Companies’ Growth in 2025 and BeyondMarch 2025 US Retail Sales Outlook: Lowering Our Retail Growth Projections in an Uncertain ContextConsumer Sentiment Falls Further After Stock-Market Sell-Off: Weekly US Consumer Sentiment, Week 12, 2025—Infographic2026 Retail Predictions: US—Five Forces Powering the Next Retail Transformation
Company ProfileMoncler S.p.A (BIT: MONC) Company Profile Sunny Zheng, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research January 16, 2026 Reasons to ReadCoresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content: Countries of operation and key product categories Annual metrics—including revenues, operating margin and global store numbers Our insights into the company’s operations, including consideration of headwinds and tailwinds Business strategy Recent company developments The company’s current management team Click here to see our full Coresight 100 list and related reports. Already a 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:AI Underpins the Tech-Driven Shift in US Grocery, from Smarter Forecasting to Faster Checkout2026 Retail Predictions: India—Five Pillars Shaping the Next Phase of Retail GrowthEconomic Sentiment Improves: Weekly US Consumer Sentiment, Week 50, 2025—Data GraphicWeekly US Store Openings and Closures Tracker 2026, Week 9: The TJX Companies and Ross Stores Announce Store Expansions
Company ProfileJD.com (NASDAQ: JD, SEHK: 9618) Company Profile Charlotte Rothschild, Analyst January 16, 2026 Reasons to ReadCoresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content: Countries of operation and key product categories Annual metrics—including revenues, operating margin and global store numbers Our insights into the company’s operations, including consideration of headwinds and tailwinds Business strategy Recent company developments The company’s current management team Click here to see our full Coresight 100 list and related reports. Already a 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:January 2025 US Retail Sales: Nearly All Sectors Report Mid-Single-Digit Sales GrowthThree Data Points We’re Watching: Will Stock Market Volatility Impact US Consumer Spending?Recent Conference Insights, from World Retail Congress to ICSC Las Vegas: Coresight Research Premium Subscriber Call, June 2025How Will Tariffs Impact China’s Singles’ Day 2025? Six Months To Go—What Brands and Retailers Need to Know
Store TrackerWeekly UK Store Openings and Closures Tracker 2026, Week 2: Greggs To Open 120 Net New Stores Risheek Dandekeri Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research January 16, 2026 Reasons to ReadKeep updated on the latest trends in the UK retail sector, where the number of new store openings is outpacing 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 2026 compare to 2025, 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: Greggs, Lidl, Marks & Spencer full-line stores, Pop Mart, Poundland, Primark and Søstrene Grene. Data in this report include: weekly totals of UK store closures and openings for 2026 and 2025; 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: Chimeable—Generating Authentic Reviews and Scaling User Videos Through Social Media SyndicationUS CPG Sales Tracker: Beauty Sales Accelerate, While Online Grocery Sees Sharp SlowdownFive Ways AI Is Being Used in Apparel and Footwear Retailing—and What’s NextLower-Income Consumers’ Economic and Financial Sentiment Improves: US Consumer Survey Insights
Store TrackerWeekly US Store Openings and Closures Tracker 2026, Week 2: Saks Files for Bankruptcy; Macy’s To Close More Stores; Amazon Plans New Superstore Risheek Dandekeri Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research January 16, 2026 Reasons to ReadDiscover which retailers are contributing to the surge in US store openings in 2026, and which ones continue to close stores. 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? How do the trends in store closures and openings in 2026 compare to those in 2025, and what insights can be drawn from these patterns? Which retailers lead US store openings and closures in 2026? Companies mentioned in this report include: Albertsons, American Signature, Inc., Aritzia, H-E-B, Lowe’s, Macy’s, Piggly Wiggly, SKIN1004, Target and 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:4Q24 Earnings Season Wrap-Up: Widespread Positive Sales Growth Recorded This QuarterGroceryshop 2025 Day Three: Driving Grocery’s Future with AI, New Revenue Models and Unified VisionStore Tracker Extra: UK Store Openings and Closures—2024 Review and 2025 OutlookAgentic Commerce: What Retailers Need to Know for Holiday 2025 and to Succeed in 2026—Premium Subscriber Call, October 2025
Company ProfilePrada S.p.A (SEHK: 1913) Company Profile Sunny Zheng, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research January 16, 2026 Reasons to ReadCoresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content: Countries of operation and key product categories Annual metrics—including revenues, operating margin and global store numbers Our insights into the company’s operations, including consideration of headwinds and tailwinds Business strategy Recent company developments The company’s current management team Click here to see our full Coresight 100 list and related reports. Already a 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 Crime and Shrink: More Shoppers Say No to Locked-Up Merchandise; Self-Checkout Gets a MakeoverWeekly UK Store Openings and Closures Tracker 2026, Week 2: Greggs To Open 120 Net New StoresMarch 2026 US Retail Sales Outlook: Forecasting Continued Growth with Gradual SofteningCanada Store Openings and Closures Tracker 2026: Toys“R”Us and Claire’s Close Stores
Company ProfileLVMH Moët Hennessy Louis Vuitton S.E. (ENXTPA: MC) Company Profile Sunny Zheng, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research January 16, 2026 Reasons to ReadCoresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content: Countries of operation and key product categories Annual metrics—including revenues, operating margin and global store numbers Our insights into the company’s operations, including consideration of headwinds and tailwinds Business strategy Recent company developments The company’s current management team Click here to see our full Coresight 100 list and related reports. Already a 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:Agentic Commerce—Google’s Universal Commerce Protocol Invokes “Multiplayer Mode”US Store Openings and Closures Midyear 2025 Review and Outlook: Where Does Retail Real Estate Stand in a Year of Disruption? InfographicUS Grocery Retailing—Market Forecast and Competitive Landscape: Nontraditional Grocers To Gain Share Amid Weak Volume Demand and Tariff PressuresUS Store Openings and Closures Midyear 2025 Review and Outlook: Where Does Retail Real Estate Stand in a Year of Disruption?
Company ProfileHermès International Société en commandite par actions (ENXTPA: RMS) Company Profile Sunny Zheng, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research January 16, 2026 Reasons to ReadCoresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content: Countries of operation and key product categories Annual metrics—including revenues, operating margin and global store numbers Our insights into the company’s operations, including consideration of headwinds and tailwinds Business strategy Recent company developments The company’s current management team Click here to see our full Coresight 100 list and related reports. Already a 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:Holiday Bites: Toys and Games Show Resilience and AI Suitability—Data GraphicFinancial Optimism Hits Six-Month High; Consumers Adapt to Tariffs and Inflation: US Consumer Survey InsightsResilience Now: Turn Tariff Uncertainty into Opportunity Using AIShoptalk Spring 2025 “Shark Reef” Startup Pitch: Event Format and Competitors
Company ProfileKering SA (ENXTPA: KER) Company Profile Sunny Zheng, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research January 15, 2026 Reasons to ReadCoresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content: Countries of operation and key product categories Annual metrics—including revenues, operating margin and global store numbers Our insights into the company’s operations, including consideration of headwinds and tailwinds Business strategy Recent company developments The company’s current management team Click here to see our full Coresight 100 list and related reports. Already a 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:Three Data Points We’re Watching This Week, Week 33: US Consumers’ Tariff PerceptionsFive Ways AI Is Being Used in Grocery and Mass Retailing—and What’s NextSentiment Dives, Tariff Pessimism Deepens, Reactive Shopping Entrenches: US Consumer Survey InsightsThe CORE Framework for Artificial Intelligence in Retail
Insight ReportNovember 2025 US Retail Sales: Positive but Muted Holiday Growth Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research January 15, 2026 Reasons to ReadIn November 2025, US retail sales (excluding gasoline and automobile sales) increased by 3.0%, marking a further slowdown from October and one of the weakest growth rates of the year. Using data from the US Census Bureau, we analyze US retail sales in November 2025, in total and by sector. Data in this research report are: Year-over-year changes in US total retail sales (excluding gasoline and automobiles), November 2024–November 2025 Year-over-year changes in retail sales by sector, October and November 2025 Already a 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: Bayezon AI—Enabling Agentic Commerce with AI-Driven Shopping AgentsWeekly US Store Openings and Closures Tracker 2025, Week 26: Kroger To Close 60 StoresUS Store Tracker Extra, September 2025: Ollie’s Bargain Outlet and Alimentation Couche-Tard Add 3+ Million Square Feet to Total Opened Retail SpaceBlack Friday 2025 Around the World: Global Retail Observations
