Insight ReportUS Holiday Shopping Starts in August, Even as the Tariff Trigger Fades John Mercer, Head of Global Research and Managing Director of Retail Research September 3, 2026 Reasons to ReadQuantify how many US shoppers pulled holiday-season purchases into August 2026, and how much of 2025’s tariff-driven urgency has faded from early holiday shopping. Read this report to discover answers to these and other questions: What proportion of consumers make ultra-early holiday purchases? How has that purchase rate changed versus 2025, and what motives have replaced last year’s single tariff trigger? Which consumer segments have pulled back the hardest on early shopping? Why does scarcity concern persist among 2026 early shoppers, and what does it signal about this year’s holiday inventory levels? Data in this report include: Percentage of surveyed consumers who have made holiday purchases; reasons consumers cite for starting holiday shopping early; early-shopping rates by age, income, and region, comparing 2025 and 2026. Other relevant research: All of our research on US holiday retailing. 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 DiveWho Shops Where? 2026 Shopper Demographics: US Consumer Survey Insights Extra Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research September 2, 2026 Reasons to ReadThe Coresight Research 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. Discover how demographic shifts are reshaping US retail—and which retailers are winning in a polarized, fragmented marketplace. Read this report to discover answers to these and other questions: How are income, age and ethnicity driving diverging shopping patterns across food and nonfood retail? Which retailers are attracting high-income vs. low-income consumers—and how do age and urbanicity influence these trends? What are the key generational, income and ethnic skews in apparel, footwear and beauty retail today? How do regional differences shape food and nonfood shopping behavior across the US? What should retailers focus on now to stay competitive amid fragmentation, trade-down behavior and evolving sentiment? Data in this research report include: Shopper age and income profiles by retailer; urban vs. rural shopper base; shopping behavior by income, age, ethnicity and region; quarterly apparel, footwear and beauty shopper data; monthly consumer sentiment and retail purchasing trends. Companies mentioned in this report include: Walmart, Amazon, Target, Costco, Trader Joe’s, Temu, TJX, Shein, Whole Foods, Dollar General, Walgreens, CVS, Foot Locker, Skechers, Macy’s, Ross Stores, Lululemon, Ulta, Sephora, TikTok, Instagram, YouTube, Nordstrom, Kohl’s, American Eagle, Urban Outfitters, Zara, Nike, Jordan, Converse, Crocs, DSW, Dick’s Sporting Goods, JCPenney, Academy Sports + Outdoors, Ahold Delhaize, Kroger, Albertsons, eBay, Sally Beauty. 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 Purchase this report. Buy Now This document was generated for
Deep DiveA New Wave of Value-Seeking Shopping Emerges: US Consumer Survey Insights Aditya Kaushik, Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research September 1, 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
Deep DiveHow AI Is Reshaping Retail Marketing Personalization John Harmon, CFA, Managing Director of Technology Research September 1, 2026 Reasons to ReadDiscover how generative and agentic AI are reshaping personalized marketing by transforming customer data into more relevant, timely and effective customer engagement. Read this report to discover answers to these and other questions: How does a unified customer intelligence layer create the foundation for personalized marketing? How can AI determine the next-best marketing action to improve engagement, conversion and ROI? How is AI delivering hyperpersonalized content, recommendations and customer experiences at scale? How do AI and real-time contextual data enable more relevant marketing interactions at the moment of purchase? How can AI continuously manage and improve customer relationships to increase lifetime value and reduce churn? Data in this report include: unified customer profiles; behavioral and purchase-intent data; customer segmentation insights; marketing engagement, conversion and ROI metrics; retention, loyalty and churn predictions; personalized recommendations and content performance; real-time contextual data, including customer behavior, location, inventory and timing; customer lifecycle and lifetime value analytics. Companies mentioned in this report include: Adobe, Amazon.com, Casey’s General Stores, Inc., Cloudinary, Cognizant Technology Solutions Corporation, Marks and Spencer, Salesforce, The Cola-Cola Company, The Home Depot, Zalando SE. Other relevant research: Retail-Tech Landscape: MarTech Customer Data Platforms: Unearthing Buried Treasure in Unified Shopper Profiles Executive SummaryConsumers face crowded channels and irrelevant messages, and marketers now use generative and agentic AI to move closer to personalization at scale. The priority is to organize customer data so teams can act faster, tailor outreach more precisely and keep improving each interaction as customer needs change. Platforms that bridge AI insights and customer-facing impact make personalized experiences visual, brand-safe, performant and deployable across multiple channels. Coresight Research Analysis 1. A Unified Customer Intelligence Layer Forms the Foundation for Personalized Marketing Data from multiple sources, such as CRM platforms, mobile apps, physical stores and loyalty programs, combine into a single consumer profile. Behavioral data predicts purchase intent, anticipates future customer needs and delivers more relevant offers and product recommendations. AI helps uncover new customer segments and insights, enabling moretargeted marketing and higher campaign performance. 2. AI Helps Determine the Next-Best Marketing Action AI determines the next-best marketing action by recommending the most effective offer, content or customer interaction. It also optimizes the offer, communication channel or timing to maximize engagement, conversion or ROI. Other predicted metrics include retention, loyalty and churn risk, which can drive engagement and incentives. 3. AI Delivers Hyperpersonalized Content, Recommendations and Experiences AI can generate personalized product recommendations based on customer behavior, preferences and predicted future needs. AI dynamically creates website layouts, digital and mobile experiences and other content that reflect the customer’s interests and needs. GenAI creates and optimizes personalized marketing content and creative assets at scale, accelerating content while reducing costs. A visual content intelligence and delivery layer links customer intelligence and AI decisioning, making personalization executable. 4. AI Orchestrates Real-Time Contextual Marketing AI agents continuously monitor customer activity and business conditions to deliver personalized marketing in real time. Real-time contextual data—such as customer behavior, location, retailer inventory and timing—enable more relevant offers, recommendations and experiences. Delivering personalized interactions at the time of purchase improves customer satisfaction, conversion rates and overall campaign effectiveness. 5. Using AI To Continuously Manage and Improve Customer Relationships AI continuously manages customer relationships by updating profiles and personalizing engagement throughout the customer lifecycle. Continuous analysis of customer behavior enables marketers to adapt communications and experiences as customer needs, preferences and life stages evolve. AI predicts future opportunities for cross-selling, upselling and retention, helping increase customer lifetime value and reduce churn. What We Think The present is an exciting time for marketers, as generative and agentic AI combine well-organized data with the ability to orchestrate tasks and generate content, turning what’s known about the customer into relevant, timely personalized media at machine speed. Treated as a connected operating model, where customer intelligence feeds decisioning, decisioning shapes content, real-time orchestration delivers it and continuous relationship management feeds new data back in, these capabilities will only grow more powerful as the models and platforms behind them advance. This document was generated for
Event CoverageEssential Guide to Groceryshop 2026: How AI-Powered Shopping, Retail Media and Unified Commerce Are Reshaping Grocery Retail Sophie Anne Luo, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research August 31, 2026 Reasons to Read Understand the six major themes shaping the Groceryshop 2026 agenda. Identify notable sessions and speakers across grocery retail, CPG and retail technology. Explore how AI-powered shopping, retail media and unified commerce are reshaping grocery retail. Learn about new event formats, including Tactical Learning sessions and Shoptalk Innovation Week. Data in this research report include: Groceryshop 2026 dates, session times, stages and selected speakers Notable sessions across the event’s six major themes Coresight Research estimates and proprietary findings on AI, grocery retail and retail media Other relevant research: Access all of our coverage of Groceryshop 2026. This document was generated for
Event PresentationWhat Will a Retail Health Offering Look Like in the Future, and How Can AI Support That? Premium Subscriber Call Presentation John Mercer, Head of Global Research and Managing Director of Retail Research August 31, 2026 Reasons to ReadDiscover how retailers across the drugstore, grocery and mass merchant space can build a 360-degree “whole health” offering—and how AI can power it. This slide deck was presented on our August 28, 2026, Premium Subscriber Call. Read this presentation to discover answers to these and other questions: Which structural trends are supporting a whole health offering, and how do wellness engagement and GLP-1 usage differ by generation? What is the product opportunity for retailers to expand assortments around GLP-1, demographic wellness and emerging nutrition categories? What is the service opportunity to position pharmacies as wellness partners through test-to-treat, online consultations, subscriptions and quick commerce? What is the marketing opportunity to communicate integrated wellness positioning through retail media, personalization and pharma collaboration? How can AI support execution across each of the three pillars—from demand forecasting and pharmacy automation to personalized customer engagement? Other relevant research: What Will a Retail Health Offering Look Like in the Future, and How Can AI Support That? Premium Subscriber Call Video 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
Analyst CornerAnalyst Corner: Retail POS Modernization—The Strategic and Financial Case for Transformation, with Manik Bhatia Manik Bhatia, Head of Cobranded Research Sector Lead: Steven Winnick, Vice President—Innovator Services August 30, 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 Retail POS Modernization: Strategic and Financial Case for Transformation. Discover how specialty retailers are modernizing POS systems to unlock cost savings and revenue growth in an increasingly omnichannel landscape. Read this report to discover answers to these and other questions: What is the state of cloud-based POS adoption across specialty retailers? What are the financial benefits of POS modernization? How realized outcomes from modernization compare with the objectives of those planning to invest? What matters to retailers when modernizing POS systems? What are the key challenges retailers face during modernization (and how to overcome them)? Data in this report include: POS market sizing and growth projections; POS architecture and deployment type adoption (on-premise, hybrid, cloud-hosted, cloud-native); POS system age and replacement cycles; financial impact modeling, including cost savings and revenue uplift; quantifiable performance benefits, including conversion rate, average transaction value and ROI realization; loyalty program interaction rates; realized business outcomes versus modernization objectives; vendor and system evaluation criteria; implementation challenges and barriers to modernization; and a four-stage framework for planning and executing POS modernization. Other relevant research: All Analyst Corners This document was generated for
Store TrackerWeekly UK Store Openings and Closures Tracker 2026, Week 34: Wynsors To Close 17 Stores Aaron Mark Dsouza, Data Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research August 28, 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: Card Zone, Clarks, Crocs, Dreams, FatFace, HMV, Hotel Chocolat, Iceland, Magnet, Mooch, Poundland, Rituals, Sephora, TGJones and Wynsors 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 34: Raley’s To Downsize Its Store Count Aaron Mark Dsouza, Data Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research August 28, 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: Comfrt, Foot Locker, Hobby Lobby, Nordstrom, Primark, Raley’s, Ross Stores, Dick’s Sporting Goods and Whole Foods Market Data in this report include: weekly totals of US store closures and openings for 2026 and 2025; retailer-level breakdowns of announced versus confirmed closures/openings; total store counts by retailer; total US retail bankruptcies year to date. Other relevant research: The full collection of Store Tracker reports, including our UK-focused series The US and UK Store Tracker Databank is the definitive resource for information on store openings and closures by sector in the US and UK retail industries. The Corporate and Financial Developments Databank includes details of management changes, financial guidance updates, retail and tech layoffs and capital raised by major retail companies. The Retail Bankruptcies Databank details bankruptcies of US and UK retail companies, restaurants and gyms since March 2020. Already a 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
Company ProfileColumbia Sportswear Company (NasdaqGS: COLM) Company Profile Aditya Kaushik, Analyst August 27, 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 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
Company ProfileAssociated British Foods plc (LSE: ABF) Company Profile Aditya Kaushik, Analyst August 27, 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 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
Company ProfileAmerican Eagle Outfitters (NYSE: AEO) Company Profile Aditya Kaushik, Analyst August 27, 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 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
Company ProfilePVH Corp. (NYSE: PVH) Company Profile Aditya Kaushik, Analyst August 27, 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 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 DiveConsumer Sentiment Slips Further as Tariffs and Flooding Add Pressure: China Consumer Survey Insights Keerthan Shetty, Data Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research August 27, 2026 Reasons to ReadThe Coresight Research monthly China Consumer Survey Insights series takes a regular temperature check on Chinese consumers’ behaviors and sentiment, based on exclusive proprietary survey data. In this research report, we present findings from our latest weekly surveys, with the most recent undertaken on July 27, 2026. We spotlight developments in consumer sentiment on the economic and financial outlooks. Read this report to discover answers to these key questions: How did consumer sentiment change after peaking in mid-June, and why did economic and personal financial optimism weaken through July? How are flooding, typhoons, new US tariffs and the post-6.18 seasonal retail slowdown affecting consumer confidence and spending behavior? Which consumer activities and product categories showed resilience as households remained cautious and focused on value? What do weekly and four-week rolling sentiment indicators reveal about the outlook for China’s economy, household finances and consumption recovery? How should retailers adjust pricing, promotions, trade-in programs and regional strategies as consumers prioritize value and selective spending? Data in this research report includes: Consumers’ expectations for economic conditions and personal finances over the next 12 months, showing how optimism has evolved. Changes in personal financial situations compared to 12 months ago, shedding light on shifts in consumer wealth perceptions. Consumer activities over the past two weeks, highlighting engagement levels and emerging trends. Purchasing behaviors, with insights into what consumers are buying in-store and online during the survey period. Other relevant research: Read the full series of China Consumer Survey Insights The Coresight Research China Retail Sales Databank brings together retail sales data to help you understand the trajectory of retail in China. Interested in more consumer survey analysis? Check out our US Consumer Survey Insights series. 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
Company ProfileBirkenstock Holding plc (NYSE: BIRK) Company Profile Aditya Kaushik, Analyst August 27, 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 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