Insight ReportCEO Brief: Managing Retail Supply Chains in the Agentic Age John Harmon, CFA, Managing Director of Technology Research July 14, 2026 Reasons to ReadRead this report to discover answers to these and other questions: How is agentic AI revolutionizing supply chain management? What additional benefits does agentic technology provide beyond supply chain automation? How can supplier networks help retailers respond more quickly to disruptions? How can retailers manage the risks and safety challenges associated with agentic AI? Companies mentioned in this report include: Amazon, Bamboo Rose, Blue Yonder, Infor, Kinaxis, Manhattan Associates, Panasonic, RELEX Solutions, Resilinc and SAP. Data in this report include: AI-driven supply chain response workflows; software customization and extensibility models; platform migration timelines; supplier network examples; manufacturing disruption trends; AI guardrail and risk-mitigation frameworks. Other relevant research: Playbook: Managing Retail Supply Chains in the Agentic Age The Agent Is the App: Insights from the 2026 Blue Yonder ICON Conference AI Agents Power Cognitive Supply Chains: Insights from Blue Yonder ICON 2025 Conference AI Is Unlocking New Features at a Rapid Pace: Insights from RELEX Live 2026 The Future of AI, Supply Chains and Sustainability: Insights from CES 2025 AWS Re:Invent 2025: Five Insights from a Flood of Agentic AI Announcements by Amazon AI Models: Risky Business—Navigating the Challenges of Using AI The Coresight Research AI Risk-Mitigation Framework 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
Market Navigators/Market OutlookPreview: US Retail Market Forecast and Market Share John Mercer, Head of Global Research and Managing Director of Retail Research July 13, 2026 Reasons to ReadQuantify who is winning and losing share in a $5.5 trillion US retail market reshaped by consolidation, discounting and digital disruption. Read this Preview of our deep dive on US retailing to discover answers to these and other questions: How fast will US retail sales grow in 2026, and when will the market cross $6 trillion? Which two retailers have become the first to each capture more than 10% of total US retail sales? Which off-price and discount retailers are gaining ground fastest amid persistent inflation? How are digital marketplace challengers such as Temu, Shein and eBay reshaping online retail share? Where should retailers deploy tariff refund capital to defend and grow market share? Companies mentioned in this report include: Ace Hardware, Albertsons Companies, Aldi, Alimentation Couche-Tard, Amazon, Best Buy, Big Lots, BJ’s Wholesale Club, Burlington Stores, Chewy, Costco Wholesale, CVS Health, Dick’s Sporting Goods, Dollar General, Dollar Tree, eBay, Etsy, Family Dollar, Gap, Giant Eagle, The Home Depot, Hy-Vee, Kohl’s, The Kroger Co., Lowe’s Companies, Lululemon Athletica, Macy’s, Meijer, Menards, Nordstrom, Temu, Publix Super Markets, Ross Stores, Seven & i Holdings, Shein, Target, The TJX Companies, Tractor Supply Co., Trader Joe’s, Ulta Beauty, Wakefern Food Corp., Walgreen Co., Walmart and Wayfair. Data in this report include: total US retail sales and year-over-year growth trends; the split between inflation and real (volume) growth in retail sales; and market-share rankings of the top 50 US retailers. Read the full deep dive on US retailing, of which this is a Preview, 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
Analyst CornerAnalyst Corner: Findings from Our Ninth Annual US Online Grocery Consumer Survey, with Sujeet Naik Sujeet Naik, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research July 12, 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 US Online Grocery Survey 2026: Delivery Pulls Ahead as Quick Commerce and AI Redefine Grocery Shopping. Discover how online grocery shopping is being reshaped by AI-powered tools, quick commerce, delivery and subscription programs. Read this report to uncover how changing consumer behaviors are creating new opportunities for retailers and platforms, and find answers to these key questions: What factors are driving the renewed growth of online grocery adoption among US consumers, and which demographics are leading this shift? How are AI shopping assistants changing the way consumers discover products, build baskets and make grocery purchasing decisions? Why are subscription members, including Amazon Prime and Walmart+ users, more comfortable with AI-enabled grocery purchasing? How is quick commerce evolving from an urgent-need service into a mainstream solution for full-basket grocery shopping? How can retailers use AI, automation and delivery strategies to improve convenience while managing rising operational costs? Companies mentioned in this report include: Amazon, Walmart. Other relevant research: All Analyst Corners This document was generated for
Event PresentationUS Online Grocery Insights: Premium Subscriber Call—Presentation Sujeet Naik, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research July 10, 2026 Reasons to ReadDiscover how US online grocery is evolving as AI-powered shopping assistants, rapid delivery and subscription programs reshape shopper expectations, fulfillment strategies and retail competition. This slide deck was presented on our Premium Subscriber call from July 10, 2026. Read this presentation to uncover answers to these and other questions: How are AI-powered shopping assistants changing the future of grocery e-commerce? Why is delivery becoming the preferred fulfillment method for online grocery shoppers? What role do subscription programs such as Amazon Prime and Walmart+ play in shaping willingness to use AI in grocery shopping? How are GLP-1 consumers creating new opportunities for meal-kit providers and health-focused grocery offerings? Watch the analyst video that features this presentation here. 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
Store TrackerWeekly UK Store Openings and Closures Tracker 2026, Week 27: B&M and Heron Foods Open Stores Aaron Mark Dsouza, Data Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research July 10, 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: B&M, Brook Taverner, Garage, JD Sports, Kingfisher plc, Next, P.Louise, Poundland and The Food Warehouse. 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
Store TrackerWeekly US Store Openings and Closures Tracker 2026, Week 27: IKEA To Close Plan & Order Store Aaron Mark Dsouza, Data Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research July 10, 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: IKEA, Primark, Publix Super Markets, Rural King, Toteme and U.S. Polo Assn. 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
Deep DiveAI and Organizational Design: Retailers Are Flattening Management Layers To Speed AI Decision-Making Charlie Poon, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research July 9, 2026 Reasons to Read Discover how AI is reshaping retail operating models, from flatter management structures to new AI leadership roles and centers of excellence. Understand why leading retailers are moving decision-making closer to smaller teams, store associates and business functions closest to the customer. Learn how agentic commerce is expanding across customer-facing and back-end workflows, including shopping assistants, associate agents and supply chain tools. Assess why workforce transformation, reskilling and change management are critical to AI adoption and employee engagement. Questions answered in this report: What does an AI-enabled retail organization look like compared with a traditional hierarchy? Why are retailers flattening organizational structures and reducing management layers? Which AI leadership roles and governance models are emerging in retail? How are retailers deploying AI agents across merchandising, marketing, stores, supply chain and customer service? What workforce skills and change-management steps are required to scale AI effectively? Data in this research report include: sector adoption rates for paid subscriptions to AI models, platforms and tools; a comparison of traditional and AI-enabled organizational structures; examples of AI-enabled retail restructurings; and a table of recent AI deployments by retailers and technology providers. Companies mentioned in this report include: Ace Hardware, Amazon, Ahold Delhaize, Blue Yonder, Crate and Barrel, Home Depot, Kroger, Lowe’s, NVIDIA, RELEX Solutions, Target, Tesco, Ulta Beauty and Walmart. 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
Deep DivePlaybook: Managing Retail Supply Chains in the Agentic Age John Harmon, CFA, Managing Director of Technology Research July 8, 2026 Reasons to ReadDiscover how agentic AI is transforming supply chain management, helping retailers and brands build faster, more resilient and more intelligent operations. Read this report to discover answers to these and other questions: How can retailers build greater agility, resilience and speed into supply chains using agentic AI? In what ways are AI agents revolutionizing supply chain management, from natural-language interfaces to rapid customization and migration? How can organizations connect AI-driven supply chains to workforce planning and real-world operational data? What new risks do enterprise and shadow AI models introduce, and how can companies mitigate them? How can more efficient supply chain management improve sustainability, reduce waste and optimize AI resource consumption? Companies mentioned in this report include: Afresh; Amazon; Avery Dennison; Blue Yonder; Impinj; RELEX Solutions; SAP; Snowflake; Oracle; Google; Kroger; Upshop; Walmart; Williot; Workday; Zebra Technologies; Bamboo Rose; Infor Nexus; SmartSense by Digi. Data in this report include: AI technologies and supply chain applications; inventory management’s relationship to financial performance and customer satisfaction; innovation framework for retail and supply chain transformation; agent-enabled supply chain disruption management workflows; AI risk-mitigation frameworks. Other relevant research: Reinventing Store Checkout: Minimizing Friction to Drive Business Growth AI Is Unlocking New Features at a Rapid Pace: Insights from RELEX Live 2026 The Coresight Research AI Risk-Mitigation Framework AI Models: Risky Business—Navigating the Challenges of Using AI Opportunities in Retail Returns: Driving Down Costs and Driving Up Sustainability 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
Deep DiveEconomic Sentiment Improves Significantly, Driven by Middle-Income Consumers’ Optimism: US Consumer Survey Insights Aditya Kaushik, Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research July 7, 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? How are higher gasoline prices impacting consumer budgets and driving spending cutbacks? Which categories are seeing the greatest reductions in spending—and what does this signal for discretionary vs. essential retail? Data in this research report include: Consumer sentiment by income and time; impact of gasoline prices on spending behavio; 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
Deep DiveUS Online Grocery Survey 2026: Delivery Pulls Ahead as Quick Commerce and AI Redefine Grocery Shopping Sujeet Naik, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research July 6, 2026 Reasons to ReadDiscover how US online grocery is evolving as AI-powered shopping assistants, rapid delivery and subscription programs reshape shopper expectations, fulfillment strategies and retail competition. Read this report to uncover answers to these and other questions: How are AI-powered shopping assistants changing the future of grocery e-commerce? Why is delivery becoming the preferred fulfillment method for online grocery shoppers? How can retailers use rapid delivery to support both convenience-led and routine grocery missions? What role do subscription programs such as Amazon Prime and Walmart+ play in driving online grocery engagement? How are GLP-1 consumers creating new opportunities for meal-kit providers and health-focused grocery offerings? Companies mentioned in this report include: Albertsons Companies; Aldi; Amazon; BJ’s Wholesale Club; Blue Apron; Costco; Dollar General; Dollar Tree; DoorDash; FreshDirect; Grocery Outlet; HelloFresh; Home Chef; Instacart; Kroger; Publix; Target; Walmart. Data in this report include: US online grocery purchase rates and expectations; delivery versus collection trends; rapid grocery delivery usage and platform adoption; AI-shopping-assistant feature preferences and comfort with AI auto-purchasing; online grocery retailer penetration and category purchasing trends; and meal-kit subscription usage among GLP-1 users. 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
Analyst CornerAnalyst Corner: Back-to-School Shopping Trends to Watch, with Aditya Kaushik Aditya Kaushik, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research July 5, 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 US Back to School 2026, Part 2: Where Consumers Will Shop—Mass Merchandisers Lead Over Amazon as Shoppers Prioritize Value, Execution and Convenience. Discover where and how consumers are shopping, overall and by school level—and what it means for retail strategy. Read this report to discover answers to these and other questions: How are shoppers shifting their purchasing behavior across in-store, online and hybrid channels like BOPIS? Which retailer types and individual banners are winning? The top categories 2026 BTS shoppers expect to shop. Companies mentioned in this report include: Walmart, Amazon. Data in this report include: BTS shopper preferences by channel, leading retailers and brands and top categories BTS shoppers expect to shop Other relevant research: The first report in our US Back to School 2026 series: US Back to School 2026, Part 1: Early Shopping, Inflation Worries and Strategic Choices Shape BTS 2026 The second report in our US Back to School 2026 series: US Back to School 2026, Part 2: Where Consumers Will Shop—Mass Merchandisers Lead Over Amazon as Shoppers Prioritize Value, Execution and Convenience All Analyst Corners This document was generated for
Store TrackerUS Store Tracker Extra, June 2026: June Announcements Take Total Open Retail Space to 64.5 Million Square Feet Aaron Mark Dsouza, Data Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research July 3, 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: 303 Boards, Alimentation Couche-Tard Inc., American Eagle Outfitters, Inc., Amouage, Bass Pro Shops, Bath & Body Works, Inc., Bluemercury, Buc-ee’s, Build-A-Bear Workshop, Inc., Burlington Stores, Inc., Cartier, Casey’s General Stores, Inc., Cole Haan, Costco Wholesale Corporation, Crate & Barrel, Dash In, Dick’s Sporting Goods, Inc., Dollar General Corporation, Dunham’s Sports, Giant Eagle, Gap Inc., James Avery Artisan Jewelry, JCPenney, J.Jill, Inc., Jones Road Beauty, Kendra Scott, La DoubleJ, Levi Strauss & Co., Lucky’s Market, Luisaviaroma, Marli, Mitchell & Ness, Morning Lavender, Mountain High Outfitters, Muji, Neiman Marcus, Nordstrom, Inc., Piggly Wiggly, Primark, Publix Super Markets, Rolife, Royal Farms, Rural King, Save A Lot, Seasalt Cornwall, Studs, T Market, The BFLO Store, Thom Sweeney, Tiffany & Co., Tilly’s, Inc., Timberland, True Religion, Ulta Beauty, Inc., Vallarta Supermarkets, Victoria’s Secret & Co., Vuori, Walmart Inc., Wawa, West Marine, Inc., Whole Foods Market, Williams-Sonoma, Inc. and World 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 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
Store TrackerWeekly UK Store Openings and Closures Tracker 2026, Week 26: Magnet Plans 15 Store Closures Aaron Mark Dsouza, Data Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research July 3, 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: Alohas, Canada Weather Gear, Freshies, H Mart, IKEA, J.Crew, Meijer, Primark, Ruti, Whole Foods Market and WHSmith. 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
Store TrackerWeekly US Store Openings and Closures Tracker 2026, Week 26: WHSmith Closes 18 North America Stores Aaron Mark Dsouza, Data Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research July 3, 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: Alohas, Canada Weather Gear, Freshies, H Mart, IKEA, J.Crew, Meijer, Primark, Ruti, Whole Foods Market and WHSmith. 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
Insight ReportKroger Targets Regional Expansion with $1.65 Billion Giant Eagle Acquisition Sujeet Naik, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research July 2, 2026 Reasons to ReadDiscover how the Kroger Giant Eagle Acquisition reshapes US grocery retail through a $1.65 billion deal that expands Kroger’s scale, strengthens regional dominance and accelerates industry consolidation. Read this report to uncover answers to these and other questions: How does the Kroger Giant Eagle Acquisition increase Kroger’s scale, store base and annual revenue and what does the combined footprint mean for US grocery leadership? What do the expansion gains across Western Pennsylvania, Northeast Ohio, Maryland and West Virginia reveal about regional dominance opportunities in fragmented grocery markets? How could antitrust scrutiny and potential store divestitures in Central Ohio reshape the final structure and competitive balance of the deal? Why are regional grocers and other mid-sized chains increasingly becoming acquisition targets amid rising consolidation pressure? Companies mentioned in this report include: Kroger, Giant Eagle, Walmart, Costco, Albertsons, Ahold Delhaize, Aldi, Amazon, Dollar General, Meijer and Wegmans. 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
