Analyst CornerAnalyst Corner—Inside the GLP-1 Boom in the US, with Madhav Pitaliya Madhav Pitaliya, Analyst September 1, 2024 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, Madhav Pitaliya, Analyst at Coresight Research, discusses the state of the GLP-1 drug market in the US. Understand key data on obesity rates and recent sales results for weight-loss drugs in this free research report. We also highlight our key research from the past week and reports to look out for in the coming week, so you don’t miss out. Other relevant research: Decoding the GLP-1 Trend: How Is the Ozempic Economy Impacting CPG Retail? What the Ozempic Economy Means for US Retail Data Dive: The Global Obesity Economy—Shaped by the Spending of 1 Billion Consumers Read previous Analyst Corner reports, including last week’s report, which discusses headline data about China’s declining population. Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for Other research you may be interested in:US CPG Sales Tracker: E-Commerce Growth Strengthens in December 2025, Driven by Beauty and Food; Homecare Sees Strong RecoveryEconomic Sentiment Turns Negative This Week: Weekly US Consumer Sentiment, Week 37, 2025—InfographicTaking the Temperature on Tariffs Ahead of August 1: How Are Different Consumer Groups Reacting? US Consumer Survey Insights ExtraHoliday 2024: UK Retail Wrap-Up—Cautious Spending and Late Shopping Fuel Volatile Peak Trading
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2024, Week 35: US Store Closures Up 44% Year Over Year Aaron Mark Dsouza, Data Analyst August 30, 2024 Reasons to ReadOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. Data in this research report include: Week-by-week comparisons of announced store closures and openings in the US and the UK—2024 vs. 2023 Major US and UK store closures and openings, 2024 Major US and UK retail bankruptcies—2024 and 2023 Companies mentioned in this research report include: Amazon, JCPenney, Macy’s, Williams-Sonoma 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 US Store Openings and Closures Tracker 2025, Week 15: Guess? To Close Nearly 20 StoresShoptalk Fall 2025 Day Two: Scaling Pilots, Pivoting with Intelligence and Building Next-Gen Customer ExperiencesUS Back to School 2025, Part 1: Early Shopping, Tariff Worries and Strategic Choices Shape BTS 2025Financial Sentiment Falls Despite Supreme Court Move to Strike Down Tariffs: US Consumer Survey Insights
InfographicThree Data Points We’re Watching This Week Coresight Research August 30, 2024 Reasons to ReadOur Three Data Points We’re Watching This Week series spotlights key data points from this week’s research. Discover key US-focused data points we are watching in week 35 of 2024, covering CPG sales growth, shopper penetration for luxury brand Dior, and US store closures. Dive into the full research reports behind these data points: US CPG Sales Tracker: CPG E-Commerce Registers Highest Growth Rate Since August 2022 Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles. Luxury Shopping in Focus: US Consumer Survey Insights Visit the Coresight Research Fashion and Luxury Hub to explore sector data, reports and company profiles. Weekly US and UK Store Openings and Closures Tracker 2024, Week 35 Access the Coresight Research Retail Industry Databanks for comprehensive, global data on store developments, consumer behavior, financial guidance updates, market sizes and more! This document was generated for Other research you may be interested in:What You Need to Know About US Tariffs and Consumers’ and Retailers’ Reactions—April 2025 UpdateThree Data Points We’re Watching This Week, Week 20: Cross-Border Players Don’t Prevent Amazon Reaching New Highs in ApparelNavigating TikTok’s Uncertainty: Analyzing Challenges and Emerging User Migration TrendsCES 2026: Retail Track Wrap-Up—Search, Experiences, Technology and Social Media
Deep DiveDigital Services and Omnichannel Strategies: Global Learnings in Drugstore and Pharmacy Retailing Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research August 29, 2024 Reasons to ReadThe digital revolution is significantly transforming the drugstore sector globally, but drugstores and pharmacy retailers continue to face challenges. Building on our Market Navigator on drugstore retailing, we explore how leading sector retailers in the US, the UK, Europe, India and China are navigating the dynamic market landscape. Dive into the innovative strategies that retailers are employing to gain and maintain a competitive edge, from retail media to omnichannel practices and technology integration. Data in this research report include: Estimated market size and growth trajectories through 2028—Pharmacies market in the US, the UK, Europe, China and India; US retail media market Companies mentioned in this report include: Advertima, Alibaba, Atida, BD Rowa, CVS Health, JD.com, MedPay, TopPharm, Walgreens Boots Alliance Other relevant research: Market Navigator: US Drugstore and Pharmacy Retailers—A Strong Focus on Healthcare Expansion in 2024 and Beyond US Drugstores and Pharmacies: Real Estate Insights—Closures Lead to 8 Million Square Feet of Shuttered Retail Space in 2024 Top Tech for US Drugstores and Pharmacies: A Prescription for Digitally Enabled Success Drugstore and Pharmacy Shopping in Focus—CVS and Walgreens Are the Top Choices: US Consumer Survey Insights More Coresight Research coverage of drugstore retailing 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:High Income Consumers’ Sentiment Improves; Government Shutdown Impacting Shoppers: US Consumer Survey InsightsThree Data Points We’re Watching This Week, Week 26: US Consumer Survey InsightsCPG Giants Realign Through Over $100 Billion in M&A, Demergers and DivestmentsNRF 2025: Retail’s Big Show—Top 10 Tech Themes, from Computer Vision and RFID to AI-Powered Associate Devices
Deep DiveWho Shops Where? 2024 Shopper Demographics: US Consumer Survey Insights Extra Aditya Kaushik, Analyst August 28, 2024 Reasons to ReadThe Coresight Research monthly US Consumer Survey Insights Extra series offers a more detailed or specific take on trends and data from our weekly surveys of US consumers. In this report, we dive into shopper demographics, based on our proprietary survey data. Discover shopper profiles for major US retailers in food and nonfood, and explore our sector-focused findings to understand the customer bases of apparel, footwear and beauty retailers. Data in this research report, based on proprietary survey findings, are: Food and nonfood shopper profiles for each major retailer, broken down by age and household income Total urban vs. rural ratings of each retailer’s food and nonfood consumer base Shopper profiles, urbanness scores and gender, age and income breakdowns for major retailers across three sectors—apparel and accessories, footwear and beauty Appendix—aggregated monthly data on activities, avoidance, online and in-store shopping, and food and nonfood retailers consumers shopped with over the past six months Companies mentioned in this report include: Amazon, Costco, Dollar General, Dollar Tree/Family Dollar, Kohl’s, Macy’s, Target, Temu, Walmart Other relevant research: This report is an update to our August 2023 report. The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. 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:Saving $4.5 Billion as “Client Zero”: Insights from the IBM “AI at Scale” Conference—From Potential to PerformanceUS Store Tracker Extra, January 2025: 50+ Million Square Feet of Retail Space Slated To Close This YearFinancial Sentiment Falls Despite Supreme Court Move to Strike Down Tariffs: US Consumer Survey Insights1Q26 Retail Inventory Insights: Inventory Builds Broaden as Traffic Stabilizes and Margin Discipline Becomes More Critical
Deep DiveLuxury Shopping in Focus—Gucci Is the Top Choice; Dior Gains in 2024: US Consumer Survey Insights Aditya Kaushik, Analyst August 27, 2024 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 (with the latest data from our August 19, 2024, survey), we present new data on luxury retail specifically, diving into where luxury shoppers make purchases and what they buy. Data in this research report are our latest proprietary survey findings on: Whether consumers have purchased luxury products in the past three months Popular retailers and product categories among luxury shoppers Activities that consumers have done in the past two weeks 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 Consumers’ expectations for the economy overall and for their own personal financial situation Companies mentioned in this research report include: Amazon, Dior, Coach, Dollar General, Gucci, Walmart Other relevant research: Market Navigator: Global Luxury Retailing—Ultra Luxe and the China Market Stand Out as High-End Hitters Visit the Coresight Research Fashion and Luxury Hub to explore sector data, reports and company profiles. Every 12 weeks, we survey consumers about each major retail sector, and we include that data in full in our US Consumer Survey Insights Databank. Look out for focused analysis on more retail sectors in future reports in our US Consumer Survey Insights report series. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:The New AI Unicorn—Reka AI Secures $110 Million from NVIDIA and Snowflake: What You Need to KnowWeekly UK Store Openings and Closures Tracker 2025, Week 25: Debenhams To Open Stores; Poundland To Close 68 StoresAnalyst Corner: What We Learnt from Our Ninth Annual Amazon Apparel US Consumer Survey, with Aditya KaushikWeekly US Store Openings and Closures Tracker 2025, Week 52: Pacsun Plots Major US Expansion Drive
Insight ReportEarnings Insights 2Q24, Week 5: Ross Stores, Target and TJX Among the Companies Reporting Sales Growth This Week Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research August 27, 2024 Reasons to ReadOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list as they report second-quarter 2024 earnings. This week, there are highlights from companies that reported in the week ended August 25, 2024, across six sectors: beauty, department stores, home and home improvement, mass merchandisers, specialty apparel and warehouse clubs. Data in this report are: Quarterly data from companies, including gross margins and sales data by brand (where applicable), channel and geography Companies mentioned in this report include: BJ’s Warehouse Club, Coty, Macy’s, Target, The TJX Companies, Williams-Sonoma Other relevant research: Explore all our Earnings Insights reports, including quarterly wrap-ups. 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 Apparel and Footwear Retailing: Market Forecast and Competitive Landscape—Digital Players, Off-Pricers and Warehouse Clubs Poised To Gain ShareFinancial Sentiment Turns Negative: Weekly US Consumer Sentiment, Week 11, 2025—InfographicWeekly UK Store Openings and Closures Tracker 2025, Week 40: Claire’s UK Bought Out of BankruptcyHigher-Income Sentiment Improves; Holiday Shopping Is Firmly Under Way: US Consumer Survey Insights
Insight ReportThe High-Tech High End: Solutions Elevating Supply Chain and Operations in Luxury Retailing Sunny Zheng, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research August 26, 2024 Reasons to ReadBuilding on our Market Navigator on global luxury retailing, we explore transformative technologies shaping the supply chain and other operations. The benefits of technology solutions in product authentication and loss prevention are particularly profound for the luxury retail sector, where high-value goods are at risk of counterfeiting and theft. From AI (artificial intelligence) to blockchain to RFID (radio-frequency identification), explore the benefits and applications of innovative solutions that are helping luxury brands maintain a competitive edge. Data in this research report include: The size and trajectory of the global luxury market, 2019–2028E Proprietary survey findings on the impact of investment in virtual stores on online and total sales performance Companies mentioned in this report include: Blue Yonder, Gucci, Impact Analytics, Kering Eyewear, Robert Graham, SKYPAD, Tod’s Other relevant research: Market Navigator: Global Luxury Retailing—Ultra Luxe and the China Market Stand Out as High-End Hitters Luxury Retailing: Home and Away—Three Learnings for Growth Across Global Markets Visit the Coresight Research Fashion and Luxury Hub to explore sector data, reports and company profiles. 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: Holiday Spirit, Bigger Budgets: US Consumers’ Plans for the Fourth of July, Labor Day and the Holiday Season, with Aditya Kaushik2026 Retail Predictions: Europe—Five Pillars for Resilience Amid Heightened Contextual ChallengesThree Data Points We’re Watching This Week, Week 10: Inflation, Tariffs and Consumer SentimentThe CORE Framework for Artificial Intelligence in Retail
Insight ReportUS CPG Sales Tracker: CPG E-Commerce Registers Highest Growth Rate Since August 2022 Prerana P Kotian, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research August 26, 2024 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 August 11, 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:Analyst Corner: Evaluating Ulta Beauty’s Marketplace Launch as a Strategic Response, with Madhav PitaliyaWeekly UK Store Openings and Closures Tracker 2026, Week 23: Marks & Spencer Closes StoresWeekly UK Store Openings and Closures Tracker 2025, Week 53: Nearly 1,550 Stores Opened in 2025Sector Focus: E-Commerce Retailers and Marketplaces—Data Graphic
Analyst CornerAnalyst Corner—An Economic Worry for China?: The Population Decline, with Charlie Poon Charlie Poon, Analyst August 25, 2024 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, Charlie Poon, Analyst at Coresight Research, discusses headline data about China’s declining population over the next 30 years. Discover the factors mitigating the economic impacts of this trend, including AI (artificial intelligence), in this free research report. We also highlight our key research from the past week and reports to look out for in the coming week, so you don’t miss out. Other relevant research: All our coverage of China retail The Coresight Research China Consumer Survey Insights series presents our weekly survey analysis, providing a detailed update on Chinese consumers’ behaviors and sentiment. The China Retail Sales Databank brings together retail sales data to help you understand the trajectory of retail in China. This Databank is updated monthly. Read previous Analyst Corner reports, including last week’s report, which offers highlights from our US consumer survey analysis, with insights on shopper behavior and spending trends over the past year. 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:AI Agents Power Cognitive Supply Chains: Insights from Blue Yonder ICON 2025 ConferenceFlipkart Big Billion Days 2025: Wrap-Up—Sales-Tax Reforms, Quick Commerce and “Trust Shield” Shape GrowthChina’s 6.18 Shopping Festival 2025: Promotion Rules Simplified, Extended Festival Duration and Governmental StrategiesWeekly US Store Openings and Closures Tracker 2025, Week 16: 7-Eleven To Close 300+ Stores; Plus Updates on Drugstore Closures
InfographicThree Data Points We’re Watching This Week Coresight Research August 23, 2024 Reasons to ReadOur Three Data Points We’re Watching This Week series spotlights key data points from this week’s research. Discover key US-focused data points we are watching in week 34 of 2024, covering store closures, shopper penetration for Amazon and Coresight Research projections for US retail sales growth. Dive into the full research reports behind these data points: Weekly US and UK Store Openings and Closures Tracker 2024, Week 34: Full-Year Store Closures in the US To Exceed 5,000 Online Shopping in Focus: US Consumer Survey Insights August 2024 US Retail Sales Outlook Access the Coresight Research Retail Industry Databanks for comprehensive, global data on store developments, consumer behavior, financial guidance updates, market sizes and more! This document was generated for Other research you may be interested in:Innovator Profile: Sotira—Monetizing Surplus Inventory with Automated Compliance, Logistics and Resale ChannelsAgentic Payments Are Open for Business: Insights from Stripe Sessions 2026Analyst Corner: Big Tech’s AI Application and Computing-Power Arms Race, with Charlie PoonKey Festivals and Holidays for Promotional Campaigns in India in 2026: Calendar
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2024, Week 34: Full-Year Store Closures in the US To Exceed 5,000 Aaron Mark Dsouza, Data Analyst August 23, 2024 Reasons to ReadOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. Data in this research report include: Week-by-week comparisons of announced store closures and openings in the US and the UK—2024 vs. 2023 Major US and UK store closures and openings, 2024 Major US and UK retail bankruptcies—2024 and 2023 Companies mentioned in this research report include: Coach, Rite Aid, Sears, Sheetz, Stuart Weitzman, The TJX Companies, 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:AI Agents Power Cognitive Supply Chains: Insights from Blue Yonder ICON 2025 ConferenceMapping the US’s Reciprocal Import Tariffs: Which Nations Are Affected?Financial Confidence Ticks Up Again: Weekly US Consumer Sentiment, Week 20, 2025—InfographicSeasonal Shopping, 2Q26—Expectations for Memorial Day, Mother’s Day, Father’s Day; Plus, Holiday 2026 Plans: US Consumer Survey Insights Extra
Insight ReportAugust 2024 US Retail Sales Outlook: Mid-Single-Digit Growth Expected Through the Rest of 2024 Madhav Pitaliya, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research August 22, 2024 Reasons to ReadThe monthly Coresight Research US Retail Sales Outlook series tracks several major macroeconomic indicators and their likely effect on US retail sales. In this report, we analyze the latest available data as of August 19, 2024. Data in this research report include: Our projections for retail sales growth by month for the next 12 months US actual retail sales versus model-predicted sales US unemployment rate and labor force participation rate US average hourly wages for all private-sector employees US annualized real disposable income per capita Other relevant research: July 2024 US Retail Sales Outlook: Projecting Growth Acceleration Following a Weak June The Coresight Research US Retail Sales Databank Click here to view our full collection of monthly 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:Supply Chain Insights for Food, Drug and Mass Retail: Technology, Resilience and the Path to Stronger MarginsUnilever’s Exit from Food Pitches It Head to Head with Procter & Gamble in HPCHoneywell To Sell Productivity Solutions and Services Business for $1.4 Billion in CashEconomic Sentiment Shows First Uptick in Eight Weeks; Plus, Drugstore and Pharmacy Shopping in Focus: US Consumer Survey Insights
Deep DiveWhat’s Happening in US Beauty Retail?: Inclusivity and Wellness Lead the Way Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research August 21, 2024 Reasons to ReadWe explore the current state of the US beauty market, providing its size and trajectory for 2024 and beyond, as well as key themes we believe will shape the industry in the years to come. We frame these themes around our RESET framework for change, which provides retailers with a model to respond to short-term consumer needs while securing longer-term success. Data in this research report include: US beauty products market size and year-over-year change, 2019–2028E Proprietary survey data on how much US beauty shoppers spend on beauty products, which products they buy and why they purchase beauty products Completed M&A (mergers and acquisitions) in the US beauty sector, 2019–2024 Companies mentioned in this report include: Burberry, Estée Lauder Companies, Hue, Instagram, Kohl’s, L’Oréal, Obsess, Procter & Gamble, Sephora, Target, Ulta Beauty, Walmart Other relevant research: US Beauty—Retail 2024 Sector Outlook: Feel-Good Factor To Drive Sales Diving into the Diverse, Underserved Segments of the US Beauty Market Livestreaming in Western Markets: A Beauty Renaissance Is on the Horizon All our research on the beauty sector 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:The US Consumer: Inflation, Gas Prices, Sentiment and Learnings from Earnings SeasonGlobal Outreach Summit 2025 Insights: India’s Digital Leap in Apparel Sourcing and SustainabilityWeekly UK Store Openings and Closures Tracker 2026, Week 13: Superdry To ExpandFlipkart Big Billion Days 2025: Sales-Tax Cuts To Drive Strong Consumer Demand
Insight ReportEarnings Insights 2Q24, Week 4: Alibaba, JD.com and Walmart Report Positive Sales Growth Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research August 20, 2024 Reasons to ReadOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list as they report second-quarter 2024 earnings. This week, there are highlights from companies that reported in the week ended August 18, 2024, across five sectors: e-commerce, food and grocery, home and home improvement, luxury, and mass merchandisers. Data in this report are: Quarterly data from companies, including gross margins and sales data by brand (where applicable), channel and geography Companies mentioned in this report include: Alibaba, Capri Holdings, The Home Depot, JD.com, Tapestry, Walmart, Weis Markets Other relevant research: Explore all our Earnings Insights reports, including quarterly wrap-ups. 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: Three Consumer-Focused Predictions for US Retail for the Second Half of 2025, with Anand KumarUS Consumer Sentiment Amid the Middle East Energy ShockProfiling Six Artificial Intelligence Startups: AI Showcase InsightsWeekly UK Store Openings and Closures Tracker 2026, Week 23: Marks & Spencer Closes Stores