Insight Report | March 10, 2026 Premium CEO Brief: Iran Energy Shock—US Consumer Economy and Retail ImpactsWe provide our first assessment of the implications of the Middle East energy shock for US retail, arising from the conflict in Iran, which began on February 28, 2026. Read More
Infographic | February 24, 2026 Premium Tariffs + Consumer Sentiment: A Timeline, 2026—Data GraphicIn this infographic, we present a timeline of tariff-related developments by the US and other nations. We also offer highlights from our proprietary survey findings on US consumers’ sentiment and their perceptions of the impacts of tariffs. Read More
Analyst Corner | February 22, 2026 Register for Free Access Analyst Corner: US Retail Inflation Rises to Its Highest Level in 2.5 Years, with John MercerInflation in US retailing has risen to its highest level since August 2023, according to Coresight Research estimates. January 2026 saw a marked acceleration in inflation across general merchandise and apparel. We discuss the details and implications. Read More
Insight Report | February 19, 2026 Premium February 2026 US Retail Sales Outlook: Positive Indicators Signal Robust Growth AheadThe US Retail Sales Outlook series from Coresight Research includes proprietary, ML-driven retail sales projections and analysis of the macroeconomic context for retailing. Read More
Insight Report | February 13, 2026 Premium December 2025 US Retail Sales: Strong Conclusion to Holiday Season, with 4% GrowthIn December 2025, US retail sales (excluding gasoline and automobile sales) increased by 4.3%, marking a strong conclusion to the holiday quarter. Using data from the US Census Bureau, we analyze US retail sales in December 2025, in total and by sector. Read More
Event Presentation | February 6, 2026 Premium Coresight Research Agenda for 2026—Retail’s Strategic Imperatives: Premium Subscriber CallThe Coresight Research team outlines our comprehensive research agenda for 2026, focusing on the strategic imperatives shaping retail’s future. Read More
Insight Report | January 28, 2026 Premium CEO Brief: 2026 US Macroeconomic Outlook—Incremental or Inflection Point?We consider the US macroeconomic outlook for 2026, including metrics that directly impact the consumer economy and retail for the new year. Read More
Insight Report | January 22, 2026 Premium January 2026 US Retail Sales Outlook: Projecting More Than 3% Growth as Retail Outlook Score ImprovesThe US Retail Sales Outlook series from Coresight Research includes proprietary, ML-driven retail sales projections and analysis of the macroeconomic context for retailing. Read More
Insight Report | January 15, 2026 Premium November 2025 US Retail Sales: Positive but Muted Holiday GrowthIn November 2025, US retail sales (excluding gasoline and automobile sales) increased by 3.0%, marking a deceleration from October and reaching one of the weakest growth rates of the year. Using data from the US Census Bureau, we analyze US retail sales in November 2025, in total and by sector. Read More
Insight Report | January 6, 2026 Premium 2026 Retail Predictions: Europe—Five Pillars for Resilience Amid Heightened Contextual ChallengesDiscover our retail predictions for 2026, with this research reports on how European retail trends will play out this year. Read More
Insight Report | December 23, 2025 Premium December 2025 US Retail Sales Outlook: Projecting 3+% Growth for the New YearThe US Retail Sales Outlook series from Coresight Research includes proprietary, ML-driven retail sales projections and analysis of the macroeconomic context for retailing. Read More
Insight Report | December 17, 2025 Premium October 2025 US Retail Sales: Strong Start to the Holiday Quarter Despite Government Shutdown and Dwindling Consumer SentimentIn October 2025, US retail sales (excluding gasoline and automobile sales) increased by 4.5%, an acceleration from the previous month. Using data from the US Census Bureau, we analyze US retail sales in October 2025, in total and by sector. Read More
Insight Report | December 4, 2025 Premium US Retail Sales Outlook: Our Retail Growth Outlook Score Strengthens, SlightlyThe US Retail Sales Outlook series from Coresight Research includes proprietary, ML-driven retail sales projections and analysis of the macroeconomic context for retailing. Read More
Insight Report | November 26, 2025 Premium September 2025 US Retail Sales: Delayed Government Data Show Strong Retail Growth in SeptemberIn September 2025, US retail sales (excluding gasoline and automobile sales) increased by 5%, an acceleration from the previous month. Using data from the US Census Bureau, we analyze US retail sales in September 2025, in total and by sector. Read More
Insight Report | November 13, 2025 Premium US Retail Sales Outlook: Retail Sales Projections Moderate for the Holiday QuarterThe US Retail Sales Outlook series from Coresight Research includes proprietary, ML-driven retail sales projections and analysis of the macroeconomic context for retailing. Read More