Analyst CornerAnalyst Corner: The US Drugstore Sector Needs a New Playbook To Build a Stronger Future, with Sujeet Naik Sujeet Naik, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research September 13, 2026 Reasons to ReadEach Analyst Corner features highlights and insights from the respective week’s “Report of the Week”—our featured must-read research report. This week, our featured report was Market Navigator: US Drugstore and Pharmacy Retailing—Solutions for Drugstores To Win Again. Discover how the US drugstore sector can build a stronger future by turning trusted pharmacist relationships into new healthcare services, improving pharmacy productivity and capturing emerging wellness opportunities. Read this report to uncover answers to these and other questions: How can US drugstores create a new playbook for growth by expanding clinical services, improving customer care and strengthening pharmacist-patient relationships? What market forces are shaping the US drugstore sector, including prescription drug price deflation, Medicare drug price negotiations under the Inflation Reduction Act and changing front-of-store demand? How can retailers capitalize on GLP-1 drug adoption by building recurring revenue through medication support, wellness services and complementary health offerings? How are major pharmacy chains responding to industry pressures, including store footprint reductions and evolving consumer expectations? Companies mentioned in this report include: CVS; Walgreens. Other relevant research: All Analyst Corners This document was generated for
Event PresentationThe Outlook for US Grocery Retailing: Premium Member Call Presentation Sujeet Naik, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research September 11, 2026 Reasons to ReadThe US grocery retail market is being reshaped by quick commerce, AI-enabled shopping, persistent value pressures and increasingly polarized consumer needs, while scale advantages continue to shift share toward larger and non-traditional retailers. On September 11, 2026, Coresight Research presented at Premium Member Call on the topic of the US grocery retail. In this presentation, we provide insights into the outlook for US grocery retailing, including the market’s growth trajectory, the expansion of online and rapid delivery, the impact of inflation and health-and-wellness trends, evolving shopper behavior, channel share shifts and the competitive positioning of leading grocery retailers. Data in this report include US grocery retail sales and growth forecasts through 2030, including the outlook for inflation and volume growth. Online food and beverage sales and growth forecasts through 2030, alongside the factors accelerating online grocery adoption. Grocery retail channel share shifts, including changes in the shares of conventional food retailers, mass merchandisers, warehouse clubs and discount and dollar stores. Leading US grocery retailers’ revenues, grocery-specific revenues and growth rates, as well as 2025 grocery market shares. Companies mentioned in this report include: Walmart, Sam’s Club, Kroger, Costco, Albertsons, Ahold Delhaize, Amazon, Whole Foods Market, Publix, Dollar General, Aldi, Target, Dollar Tree, Grocery Outlet, Trader Joe’s and Sprouts Farmers Market. Already a member? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Store TrackerWeekly UK Store Openings and Closures Tracker 2026, Week 36: Dunelm Confirms Eight New Stores as Expansion Continues Aaron Mark Dsouza, Data Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research September 11, 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 major UK store closures and openings tracker? How do full-year 2025 store closures and openings compare with 2026 year-to-date trends? Companies mentioned in this report include: Bath & Body Works, Dunelm, Harli + Harpa, Holland & Barrett, Hollister Co., The North Face, Søstrene Grene, Ulla Johnson, Vera Tucci. 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 member? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Store TrackerWeekly US Store Openings and Closures Tracker 2026, Week 36: Alimentation Couche-Tard Closes Stores Even as It Pursues Growth Aaron Mark Dsouza, Data Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research September 11, 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: Alimentation Couche-Tard, BeautySpace, Casey’s, Cider, Garage, Lowe’s, Ollie’s Bargain Outlet, Tilly’s, Toys“R”Us and Victoria’s Secret. 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 member? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Insight ReportNIKE’s Fall from the Top: The Structural Challenges Behind the S&P 100 Exit Aditya Kaushik, Analyst September 10, 2026 Reasons to ReadUnderstand why NIKE’s S&P 100 exit is only a symptom of deeper challenges facing the brand, from China weakness and US competition to strategic missteps. Read this report to discover answer to these questions: Why is NIKE leaving the S&P 100, and what does the exit actually represent? How deep is NIKE’s structural problem in China and can its new distribution overhaul fix it? How are HOKA, On and New Balance eroding NIKE’s US market share? What does Coresight Research think this means for NIKE’s path forward? Companies mentioned in this report include: NIKE, Adidas, Anta Sports, Li-Ning, Deckers Outdoor Corporation/HOKA, On Holding, New Balance, Skechers, Under Armour, Dell Technologies, Palo Alto Networks, Arista Networks and SanDisk. Data in this research report include: NIKE US revenue, market share and operating margin, 2021–2025; NIKE Greater China revenue; Coresight Research proprietary survey data on NIKE shopper penetration. Other relevant research: Market Navigator: US Apparel and Footwear—Solid Spending Growth, Shifting Share and Uneven Execution The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. Already a member? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Insight ReportGroceryshop 2026 Startup Pitch Competition: Eight Startups to Watch Abhinav Tagore, Analyst Sector Lead: Steven Winnick, Vice President—Innovator Services September 10, 2026 Reasons to ReadDiscover the retail innovators competing in the Groceryshop 2026 Startup Pitch and the technologies they are bringing to the market. Read this report to discover answers to these and other questions: What is the format of the Groceryshop 2026 Startup Pitch competition, and how will startups compete to become session winners? Who are the judges and confirmed speakers participating in the competition? Which startups are developing technologies to boost revenue and conversion in grocery retail? Which startups are addressing cost savings and operational efficiencies across grocery and retail? Companies mentioned in this report include: Corvera, Handled, Nudge, Peltier, Portal, Shelflife, Skyfire, Thri5. This document was generated for
Insight ReportCapability Outruns Control: The Hugging Face Breach, Kimi K3 and the Shift from Models to Governed Systems—AI IMPACT Insights for September 2026 Charlie Poon, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research September 10, 2026 Reasons to ReadDiscover how agentic AI is moving from model competition to governed, commercial deployment as open-weight models, expanding infrastructure demands, portable agent standards and AI-enabled shopping reshape the market. Read this report to uncover answers to these and other questions: How are technology providers expanding AI infrastructure beyond GPUs to support long-running agent workflows? How does Kimi K3 challenge proprietary-model pricing, deployment strategies and assumptions about returns on AI investment? What does the Hugging Face breach reveal about the permissions, monitoring, containment and accountability required for autonomous agents? How will interoperability standards such as the Model Context Protocol and Agent Plugins affect deployment, switching costs and governance? How should retailers prepare for agentic commerce while translating broad AI adoption into measurable workflow and financial value? Companies mentioned in this report include: AMD; Amazon; Anthropic; Cerebras; Chow Tai Fook; Cursor; Google; Hugging Face; Microsoft; Moonshot AI; Nvidia; OpenAI; and Vercel. Data in this report include: AI infrastructure investments; model parameters, performance rankings and API pricing; Coresight Research’s US agentic-commerce market forecast; consumer survey findings on GenAI shopping, purchasing and satisfaction; Amazon-reported adoption, engagement, conversion and basket-value metrics for AI shopping tools; Google ATLAS findings on AI use across occupations and workplace tasks; and enterprise AI deployment and performance indicators. This report is part of our 2026 AI IMPACT Insights series, which examines developments across investment and infrastructure, models, policies and regulations, applications, consumers and retail, and business transformation. Already a member? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Store TrackerUS Store Tracker Extra, August 2026: August Announcements Take Total Net Retail Space to 28.6 Million Additional Square Feet Aaron Mark Dsouza, Data Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research September 10, 2026 Reasons to ReadDiscover insights into the shifting retail landscape and upcoming trends with the 2026 US Store Tracker Extra. Read this report to discover answers to these and other questions: How do 2026 US store closures and openings compare to the same period in 2025? What are the leading companies driving retail space? Which retailers are expanding their presence with the net store openings in 2026? Companies mentioned in this report include: Ahold Delhaize, Aldi, Bealls, BEAMS, Bershka, Birkenstock, Bombas, Carter’s, Inc., Comfrt, Design Within Reach, Dick’s Sporting Goods, Fabletics, Foot Locker, Hobby Lobby, JCPenney, LEGO, Lidl, Meijer, MUJI, Murphy USA Inc., New Balance, Nordstrom, Inc., PetSmart, Petsense, Primark, Raley’s, Ross Stores, Inc., Ross Stores, Inc., Save A Lot, Tapestry, Inc., The Container Store, Walgreen Co., Whole Foods Market. Other relevant research: View our full collection of store tracker reports, covering the UK, the US and Canada. The Coresight Research 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 member? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Deep DiveAmazon Narrows Gap with Walmart but Still Has Ground To Recover: US Consumer Survey Insights Aditya Kaushik, Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research September 9, 2026 Reasons to ReadDiscover how US consumers are reacting to shifting economic conditions, Iran conflict and inflation pressures. Read this report to discover answer to these questions: How is consumer sentiment diverging across income groups—and what does this mean for premium versus value retail performance? Which retailer consumers are shopping at and what categories they are purchasing? Data in this research report include: Consumer sentiment by income and time; and retailer and category-level shopping data. Other relevant research: Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. Already a member? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Event CoverageEssential Guide to Shoptalk Fall 2026: AI, Brand Storytelling and Customer Insight Shape Retail’s 2027 Priorities Sophie Anne Luo, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research September 8, 2026 Reasons to ReadIn our essential guide to Shoptalk Fall 2026: Understand the three major themes shaping the Shoptalk Fall 2026 agenda, and identify notable sessions and speakers across retail, brands and retail technology. Explore how AI-enabled commerce, brand storytelling and customer understanding are reshaping retail, with insights and data from Coresight Research analysis and databanks. Data in this research report include: Coresight Research estimates and proprietary findings on e-commerce, retail media, consumer sentiment and loyalty Other relevant research: Catch up on insights from previous Shoptalk events here. This document was generated for
Insight ReportTariff Refunds in 2Q26: Billions Booked by Retailers and Brands, Guidance Split—Updated Abhinav Tagore, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research September 8, 2026 Reasons to ReadDiscover how retailers and brands are treating billions of dollars in tariff refunds—and what the different approaches mean for reported profitability and future guidance. Read this report to discover answers to these and other questions: How large are the tariff-refund benefits recognized by Walmart and Target, and what impact have they had on earnings and margins? How are TJX, Ross Stores, Dollar Tree and Dollar General incorporating tariff refunds into their forward guidance, and how much EPS benefit are they assuming? Why are Lululemon, Adidas, Deckers, Crocs and Levi Strauss taking a more conservative approach by excluding potential future refunds from their outlooks? Companies mentioned in this report include: Under Armour; PUMA; Columbia Sportswear; PepsiCo; VF Corporation; Floor & Decor; Amazon; Colgate-Palmolive; Kimberly-Clark; Procter & Gamble; Tapestry; Deckers; Adidas; Crocs; Levi Strauss; Tractor Supply; Wayfair; Ross Stores; TJX; Coty; Estée Lauder; Lowe’s; Home Depot; Walmart; Target; BJ’s Wholesale Club; Abercrombie & Fitch; Burlington Stores; DICK’S Sporting Goods; The Gap; Urban Outfitters; Bath & Body Works; Best Buy; Kohl’s; Dollar General; Dollar Tree; Williams-Sonoma; Lululemon Athletica; PVH Corp.; Five Below; Petco Health and Wellness Company. Data in this report include: Earnings-season tariff refunds and company commentary; refund amounts and earnings/margin impacts; treatment of refunds in forward guidance. This report was first published on August 27, 2026, and was republished in updated form, with further company information, on September 8, 2026. Already a member? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Market Navigators/Market OutlookMarket Navigator: US Drugstore and Pharmacy Retailing—Solutions for Drugstores To Win Again Sujeet Naik, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research September 8, 2026 Reasons to ReadDiscover how the US drugstore and pharmacy sector is evolving as retailers shrink store footprints, expand healthcare services, respond to reimbursement pressure and compete with digital and mass-market rivals: What will drive growth in the US drugstore and pharmacy market through 2030, and how will prescription demand, specialty medicines and healthcare services shape the outlook? How are store rationalization, smaller pharmacy-centric formats and rising sales productivity reshaping the economics of leading drugstore chains? How will the Inflation Reduction Act, PBM reimbursement pressure and pharmaceutical tariffs affect pharmacy revenue, cash flow and profitability? How can drugstores capitalize on GLP-1 adoption, an aging population and expanding pharmacist-led services to deepen customer relationships and grow health and wellness sales? How are e-commerce, mass merchants, grocery retailers, Amazon Pharmacy and direct-to-patient platforms intensifying competition and changing how consumers access pharmacy care? Companies mentioned in this report include: Ahold Delhaize; Albertsons; Amazon; CVS Health; Dollar General; Eli Lilly; Kroger; McKesson; Novo Nordisk; Pfizer; Publix; Rite Aid; Sycamore Partners; Walgreen Co.; Walmart. This report is a part of our 2026 series of Market Navigator reports, which provide deep dives on major retail sectors and on US retail overall. Click here to see more Market Navigators and check back as we publish more. Already a member? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our membership plans. View Membership Plans or Purchase this report. Buy Now This document was generated for
Analyst CornerAnalyst Corner: Understand Who Shops Where in US Retail, with Aditya Kaushik Aditya Kaushik, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research September 6, 2026 Reasons to ReadEach Analyst Corner features highlights and insights from the respective week’s “Report of the Week”—our featured must-read research report. This week, our featured report was Who Shops Where? 2026 Shopper Demographics: US Consumer Survey Insights Extra. This week, Aditya Kaushik, Analyst, explores highlights from our new US shopper profiles, covering many retailers and supported by consumer research across many thousands of consumers. Discover how demographic shifts are reshaping US retail—and which retailers are winning in a polarized, fragmented marketplace. Read this report to discover answer to these questions: How do Walmart and the dollar store chains differ in the shoppers they attract, despite both competing on price? How do various fashion-led retailers such as Zara, H&M and Urban Outfitters compare to department stores Kohl’s and Macy’s, and cross-border platforms Shein and Temu, in the shopper profiles they reach? How do footwear brands including Jordan, Ugg, Foot Locker and Skechers differ in the age and ethnic makeup of their shoppers? How do social platforms such as TikTok, Instagram and YouTube compare to store-based beauty retailers in reaching younger, more male and more ethnically diverse beauty shoppers? Companies mentioned in this report include: Walmart, Amazon, Temu, Shein, Foot Locker, Skechers, Macy’s, TikTok, Instagram, YouTube, Kohl’s, Urban Outfitters, Zara, Jordan, Converse, Ugg. Other relevant research: Who Shops Where? 2026 Shopper Demographics: US Consumer Survey Insights Extra All Analyst Corners This document was generated for
Store TrackerWeekly UK Store Openings and Closures Tracker 2026, Week 35: TGJones Plans To Close 16 Stores as Restructuring Rollout Continues Aaron Mark Dsouza, Data Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research September 4, 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 major UK store closures and openings tracker? How do full-year 2025 store closures and openings compare with 2026 year-to-date trends? Companies mentioned in this report include: Apricot, Aurélien, Boots, Creed, Damaged Society, Hollister, Iceland, JD Sports, Loake, Marks & Spencer, Miniso, Office, Poundland, River Island, TGJones, The Fragrance Shop, TK Maxx, Uniqlo, Vanilla, Waterstones. 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 member? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Store TrackerWeekly US Store Openings and Closures Tracker 2026, Week 35: Celine To Expand in the US Aaron Mark Dsouza, Data Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research September 4, 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: Banana Republic, Bass Pro Shops, Bath & Body Works, Burlington Stores, Celine, Dollar General, Gap, Marfa Stance, N.Cat, Toys“R”Us, Ulta Beauty, Williams-Sonoma. 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 member? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
