Company ProfileBurberry Group (LSE: BRBY) 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:Weekly US Store Openings and Closures Tracker 2025, Week 53: Nearly 5,300 Stores Opened in 2025Weekly US Store Openings and Closures Tracker 2025, Week 49: Claire’s Closes 146 More Stores Than AnnouncedTariff Pessimism Cools; Inflationary Trade-Down Persists: US Consumer Survey Insights ExtraDisrupting Retail: Lessons from SHEIN and TEMU on Redefining Consumer Engagement and Supply Chain Innovation
Company ProfileAlibaba (NYSE: BABA; SEHK: 9988) Company Profile Charlotte Rothschild, Analyst 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:Consumer Sentiment Stabilizes Following Trade Talks and Rate Cut: US Consumer Survey InsightsHead-to-Head in Beauty Retailing: Sephora vs. Ulta BeautyStretching Budgets and Shifting Choices: Navigating Back-to-School 2025—Data GraphicAnalyst Corner: The Appeal and Power of Middle-Aged RFID Technology Continues to Pick Up Steam, with John Harmon
Deep DiveHead-to-Head in Beauty Retailing: Sephora vs. Ulta Beauty Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research January 15, 2026 Reasons to ReadUnderstand how two beauty giants are reshaping the $85 billion US beauty retail market through diverging strategies and innovations. Read this report to discover answers to these and other questions: Who is winning in the battle of scale vs. productivity between Ulta Beauty and Sephora? How do Ulta’s domestic strength and Sephora’s global reach shape their competitive positions? Why does Ulta dominate foot traffic while Sephora leads in sales efficiency? What digital innovations and omnichannel strategies are setting each brand apart? How do Ulta and Sephora differ in their core customer demographics and loyalty program strengths? Companies mentioned in this report include: Amazon, Bath & Body Works, Bluemercury, E.l.f. Beauty, Glossier, Kohl’s, LVMH, Macy’s, Nordstrom, Sally Beauty, Sephora, Target, The Body Shop, Ulta Beauty, Walgreens Boots Alliance. Data in this report include: US beauty market size and growth rates; revenue and store performance comparisons; monthly foot traffic trends; e-commerce penetration and digital engagement metrics; sales per store and per square foot; shopper demographics by age and income. 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: PlayAbly—Creating Engaging, Branded Experiences with AI-Powered Shoppable GamesWalmart Investment Community Meeting 2025: From Low-Margin Retailer to Diversified, Digital Profit Engine, But Tariffs Create UncertaintySeptember 2025 US Retail Sales Outlook: Retail Outlook Score Plummets; Holiday-Quarter Growth Projection ModeratesCoresight Research Agenda for 2026—Retail’s Strategic Imperatives: Premium Subscriber Call
Company ProfileCompagnie Financière Richemont SA (SWX: CFR) 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:RetailTech: Three Technologies Landlords Can Use to Take Malls to the Next LevelBlack Friday 2025 Around the World: Global Retail ObservationsThe State of In-Store Retailing 2025: The Dawn of New-Age Stores, Powered by TechnologyEarnings Insights 1Q25, Week 5: BJ’s Wholesale Club and Home Depot Report Sales Growth; Target Reports Sales Decline—Infographic
Event CoverageNRF 2026: Retail’s Big Show—Day 3—Agentic Commerce Expectations, Marketplace Best Practices and Disciplined Brand Transformation John Mercer, Head of Global Research and Managing Director of Data-Driven Research January 14, 2026 Reasons to ReadDiscover the key strategies shaping retail’s future and how brands are adapting to new opportunities and challenges, with day three insights from NRF 2026: Retail’s Big Show. Read this report to discover answers to these and other questions: How is agentic commerce evolving, and what role do LLMs play in discovery and conversion? Why is curation prioritized over scale in marketplace models by leading retailers like Best Buy, Nordstrom, and Target? How are marketplaces being leveraged as tools for risk management and learning in retail operations? What is driving brand rejuvenation at companies like VF Corp., and how are they balancing focus with innovation? Companies mentioned in this report include: Best Buy, Nordstrom, Target, VF Corp., OpenAI Other relevant research: NRF 2026: Retail’s Big Show—Day 2—Retail Running on AI, Plus The Growing Value of Private Label and Creator Content NRF 2026: Retail’s Big Show—Day 1—Everything Agentic, Plus Digital Twins, Robotics and Smart Stores All our insights on AI in retail Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Three Data Points We’re Watching This Week, Week 13: Dollar Tree, Inc. To Sell Family DollarThe CORE 3.0 Framework for Artificial Intelligence in RetailResilience Now: Turn Tariff Uncertainty into Opportunity Using AIAnalyst Corner: US Grocery Real Estate—The Great Divide in 2025, with Sujeet Naik
InfographicSector Focus: Luxury Shopping—Data Graphic Aditya Kaushik, Analyst January 14, 2026 Reasons to ReadOur Sector Focus data graphics feature the latest survey findings on US retail sectors and categories. Dive into the US luxury product 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:NRF 2025: Retail’s Big Show Wrap-Up—The Future of Retail Will Be Driven by AI, Innovation and a Commitment to SustainabilityKering and L’Oréal Announce €4 Billion Strategic Partnership—Multibrand Luxury and Beauty Firms Playing To Their StrengthsHoliday 2025: US Holiday Retail Homestretch—Strong Total Demand (So Far), with Price-Driven Players Entrenching Structural Gains2026 Sector Outlook: Global and US Luxury Goods Retailing—Rebound Despite Challenges in Shopper Base
Insight ReportUS CPG Sales Tracker: E-Commerce Growth Strengthens in December 2025, Driven by Beauty and Food; Homecare Sees Strong Recovery Prerana P Kotian, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research January 14, 2026 Reasons to ReadGain valuable insights into the latest developments shaping the US CPG market, with a focus on the robust performance of the beauty and food categories. This report dives into the e-commerce and total sales growth trends, showing how different departments are evolving and adapting to shifting consumer preferences. Read this report to discover answers to these and other questions: What has caused the recent surge in CPG e-commerce growth, and how does this figure compare with past trends? Which CPG sectors—food & beverages, health & beauty, and general merchandise & homecare—are experiencing significant growth, and which face challenges as we move into 2026? Why is the beauty category continuing to lead in growth, with both online and total sales showing strong performance despite a slowdown compared to last year? How are the general merchandise and homecare categories recovering from previous slowdowns, while health and beauty continues to outperform overall CPG growth? Data in this report include: e-commerce vs. in-store sales growth by department; category-level performance within food, beauty, and general merchandise. 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:Retail Trends and Shopper Traffic Update, Q4: Early Findings & Strategic OutlookSeasonal Shopping, 1Q26—Expectations for Valentine’s Day and Presidents’ Day: US Consumer Survey Insights ExtraA Guide to NRF 2026 Retail’s Big Show: The Next Now—Key Insights Shaping the Future of RetailAnalyst Corner: What Happened with US and China Consumer Sentiment on the Eve of Expected Tariffs? with John Mercer
Deep DiveSentiment by Age—Younger Consumers Are More Optimistic but Older Consumers’ Sentiment Improves: US Consumer Survey Insights Aditya Kaushik, Analyst January 13, 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 and age groups—and what does this mean for premium versus value retail performance. Data in this research report include: Consumer sentiment by age, 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:Analyst Corner: How Is AI Shaping MarTech?—Transforming Your Strategy via Agentic AI, with Manik BhatiaRecent Conference Insights, from World Retail Congress to ICSC Las Vegas: Coresight Research Premium Subscriber Call, June 2025Analyst Corner: From Models to Markets—The Accelerating Shift Toward AI Applications, with Charlie PoonAnalyst Corner: Previewing CES 2026, with John Harmon
Event CoverageNRF 2026: Retail’s Big Show—Day 2—Retail Running on AI, Plus The Growing Value of Private Label and Creator Content John Mercer, Head of Global Research and Managing Director of Data-Driven Research January 13, 2026 Reasons to ReadUnderstand how leading retailers are turning AI from a tool into a transformational operating system, with day two insights from NRF 2026: Retail’s Big Show. Read this report to discover answers to these and other questions: How are top retailers like Macy’s and Target using AI to drive dynamic customer experiences and AI-native operations? What frontline AI use cases are proving most scalable across store operations, HR, and associate productivity? How are private brands evolving from value-focused alternatives to engines of innovation and customer loyalty? Why are retail leaders reframing connectivity infrastructure—especially 5G—as mission-critical for store operations? How are brands leveraging creator content and digital storytelling to fuel full-funnel marketing and AI engagement? Companies mentioned in this report include: Macy’s, Target, Kroger, Tractor Supply, Lowe’s, Walmart, CVS, Columbia Sportswear, American Eagle Outfitters, H&M, Ralph Lauren, Microsoft, T-Mobile. Other relevant research: NRF 2026: Retail’s Big Show—Day 1—Everything Agentic, Plus Digital Twins, Robotics and Smart Stores All our insights on AI in retail Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:The State of In-Store Retailing 2025: The Dawn of New-Age Stores, Powered by TechnologySector Focus: Beauty Retailing—Data GraphicInnovator Profile: RateRunners—Platform providing visibility and reconciliation for parcel shipping costsWhat Can Retailers Learn from Shein and Temu?: Premium Subscriber Call, February 2025
Event CoverageNRF 2026: Retail’s Big Show—Day 1—Everything Agentic, Plus Digital Twins, Robotics and Smart Stores John Mercer, Head of Global Research and Managing Director of Data-Driven Research January 12, 2026 Reasons to ReadDiscover how AI and digital transformation are reshaping the retail landscape in 2026, with day one insights from NRF 2026: Retail’s Big Show. Read this report to discover answers to these and other questions: What is the next evolution of AI-driven retail, and how does it impact the shopping journey? How are industry leaders like PepsiCo, PayPal, and Wayfair approaching end-to-end digital transformation with AI? What role do partnerships play in accelerating AI adoption across retail operations? How can network connectivity, including 5G, influence the success of agentic AI in retail environments? What impact are digital twins and robotics having on physical retail spaces and in-store operations? Companies mentioned in this report include: AWS, dm-drogerie markt, Microsoft, Nvidia, PayPal, PepsiCo, Siemens, Shopify, T-Mobile, Target, The Home Depot, The Children’s Place, URBN, Walmart and Wayfair. Data in this report include: AI-driven platform growth; network connectivity statistics; operational efficiency gains through digital twins; AI adoption rates in retail. Other relevant research: All our insights on AI in retail Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Groceryshop 2025 Day Two: Unlocking Growth with AI, GLP-1 Shifts and Retail MediaUS Store Tracker Extra, July 2025: 127 Million Square Feet of Retail Space To Close, Outpacing Openings by 60%The State of In-Store Retailing 2025: The Dawn of New-Age Stores, Powered by TechnologyWeekly UK Store Openings and Closures Tracker 2026, Week 4: Malin + Goetz and Russell & Bromley File for Administration
Event CoverageA Guide to NRF 2026 Retail’s Big Show: The Next Now—Key Insights Shaping the Future of Retail Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research January 12, 2026 Reasons to ReadThe Coresight Research team will attend NRF 2026: Retail’s Big Show in New York City, taking place during January 11–13, 2026. NRF: Retail’s Big Show is the leading event for retail professionals, bringing together top innovators, thought leaders, brands, and retailers to explore emerging trends, technologies, and strategies shaping the future of retail. Read our comprehensive guide to ensure you don’t miss out on key sessions covering AI-driven personalization, omnichannel strategies, sustainability in retail, and business model innovation. Companies mentioned in this report include: Google, Gymshark, LVMH, PepsiCo, REI, Ulta Beauty, Walmart and others. 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:2026 Sector Outlook: US Home and Home-Improvement Retailing—Pro-Led, Tech-Enabled Growth Shaping the US Home and Home-Improvement MarketSector Focus: Off-Price Shopping—Data GraphicJune 2025 US Retail Sales: Sales Expansion Remains Resilient as Most Sectors Post Positive GrowthInnovator Profile: SocialQ AI—AI-powered social media strategy and content management platform
Analyst CornerAnalyst Corner: US Apparel and Footwear Retailing—Key Distribution Channel Shifts in 2026 Aditya Kaushik, Analyst January 11, 2026 Reasons to ReadUnderstand the key channel shifts shaping US apparel and footwear market in 2026. In this week’s Analyst Corner, we discuss the shifting dynamics across different retail formats and how channel shifts will shape the apparel and footwear landscape moving forward. 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:Three Data Points We’re Watching This Week, Week 32: US Store Tracker ExtraAnalyst Corner: Agentic AI Will Change Shopping and Selling, with John HarmonEarnings Insights 1Q25: Wrap-Up—Growth Outpaces Declines Across Most SectorsEarnings Insights 2Q25: Wrap-Up—Most Companies See Sales Improvement Despite Tariff Concerns
Deep DiveRetail 2026: 10 Trends in Retail Technology John Harmon, CFA, Managing Director of Technology Research January 10, 2026 Reasons to ReadThis report will answer the following questions: How does agentic commerce change the way we shop online and offline? In what ways can agentic AI suggest options when a supply chain disruption occurs? How are AI advancements improving warehouse simulations and operations? What role do large-language models play in hyper-personalization? How can data from in-store ads be connected to customer actions through AI and sensors? What are the benefits of accurate, real-time inventory counts for retailers? How are associate mobile computers with AI and computer vision transforming retail operations? In what ways does advanced AI in kiosks prevent losses and errors? How do cloud, edge, and device computing work together to support AI-powered retail technologies? What role does data collected through sensors play in improving the omnichannel experience? Data in this research report include: The reasons shoppers cited for leaving a store without making a purchase. Companies mentioned in this report include: Advanced Micro Devices, Albertsons, Amazon, Avery Dennison, BJ’s Wholesale Club, Blue Yonder, Google, Honeywell, Kinaxis, Kroger, Manhattan Associates, NVIDIA, Qualcomm, Salesforce, Sensormatic, Shopify, Target, Walmart, Zebra Technologies This report is made available to non-subscribers of Coresight Research through its sponsorship by Intel. Other relevant research: 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:The STORE Framework for Driving Innovation in RetailAnalyst Corner: Retail Giants Drive the Second Wave of Quick Commerce in India, with Madhav PitaliyaWeekly US and UK Store Openings and Closures Tracker 2025, Week 11: US Store Openings Gain Momentum—Updates from BJ’s, Dick’s, Macy’s and MoreWeekly UK Store Openings and Closures Tracker 2025, Week 29: New Look Closes Additional Stores
Event CoverageCES 2026: The Keynotes—AI Everywhere: In Factories, Wearables, and Industrial and Consumer Products John Harmon, CFA, Managing Director of Technology Research January 9, 2026 Reasons to ReadDiscover how CES 2026 is setting the stage for the next wave of AI-powered innovation across industries. Read this report to discover answers to these and other questions: What breakthroughs did NVIDIA’s Vera Rubin chipset bring to AI performance? How is AMD enabling “AI Everywhere” and what does that mean for consumers and businesses? What role does Qualcomm foresee for agentic AI devices like smartwatches and mobile phones? How is Siemens’ digital twin technology improving factory operations and chip production? What new AI-powered products were introduced by Lenovo and Caterpillar at CES 2026? Companies mentioned in this report include: NVIDIA, AMD, Qualcomm, Siemens, Lenovo, Caterpillar 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:Sycamore Partners To Acquire Walgreens Boots Alliance—Exploring the Reasons for and Implications of the $23.7 Billion DealWeekly UK Store Openings and Closures Tracker 2025, Week 44: Shoe Zone Closes StoresWeekly US Store Openings and Closures Tracker 2026, Week 2: Saks Files for Bankruptcy; Macy’s To Close More Stores; Amazon Plans New SuperstoreInnovator Profile: Big Sur AI—Boosting Brands’ Profitability with Commerce-First AI Agents
Store TrackerWeekly UK Store Openings and Closures Tracker 2026, Week 1: Claire’s, LK Bennett and The Original Factory Shop File for Administration Risheek Dandekeri Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research January 9, 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: Alo Yoga, Antler, Bellamianta, B&M, Bershka, Cardzone, Crew Clothing, Deichmann, Dreams, Fabletics, Footasylum, Frasers Group Plc, Free People, Garage, Greggs, H & M, Holland & Barrett, Home Bargains, Iceland, IKEA, JD Sports Fashion, Jo Malone, Jollyes, Jolly’s, KENJI, Kookaï, Lefties, Lego, Mango, Marks & Spencer, Morrisons, New Look, Oliver Bonas, Primark, Quiz, R.M.Williams, River Island, Rodd & Gunn, Sainsbury’s, Saint+Sofia, Screwfix, Sephora, Skims, Sosandar, Stradivarius, Superdry, Tesco, The Entertainer, The Food Warehouse, The Original Factory Shop, The Works, Uniqlo, Waitrose, White Company, Wilko. Data in this report include: weekly totals of UK store closures and openings for 2025 and 2024; 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:Profiling Six Artificial Intelligence Startups: AI Showcase InsightsPersonal Financial Sentiment Improves Significantly: Weekly US Consumer Sentiment, Week 49, 2025—Data GraphicQuantifying Tariff Impacts: What Retail Companies Reported in 3Q25—Data GraphicWeekly UK Store Openings and Closures Tracker 2026, Week 11: Toolstation and Whole Foods Market To Expand
