Insight Report | February 25, 2026 Premium CEO Brief: Early Holiday 2026 US Retail ExpectationsWe provide our initial expectations for how holiday 2026 could shape up for US retail, to assist retailers with their planning for the end-of-year peak. We detail our projections and consumers’ expectations as of February 2026. 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 20, 2026 Premium Return to Uncertainty for Retail: Supreme Court Strikes Down US TariffsWe provide our initial thoughts on the implications for retail of the Supreme Court’s February 20, 2026 decision on tariffs. Read More
Analyst Corner | February 15, 2026 Register for Free Access Analyst Corner: Europe Maintains Its Leadership in Retail-as-a-Service, by John MercerThis week’s Analyst Corner discusses retail-as-a-service (RaaS) models from European and UK retailers; these offer infrastructure such as end-to-end e-commerce, shipping or logistics to brands or other retailers. 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 27, 2026 Premium Amazon To Close Amazon Fresh and Amazon Go Grocery ChainsAmazon has announced plans to close its Amazon Fresh (57 stores) and Amazon Go (15 stores) grocery chains in the US, with some conversions to Whole Foods Market stores. We review proprietary data to explore the implications. Read More
Insight Report | January 26, 2026 Premium CEO Brief: Coresight Research Agenda for 2026—Retail’s Strategic ImperativesCoresight Research has developed its research agenda framework for 2026. A major emphasis in this framework is that retailers have opportunities to grow margin, even if their options to grow sales meaningfully may sometimes be more limited. Read More
Event Coverage | January 14, 2026 Premium NRF 2026: Retail’s Big Show—Day 3—Agentic Commerce Expectations, Marketplace Best Practices and Disciplined Brand TransformationCoresight Research attended and participated in NRF 2026: Retail’s Big Show. Discover our insights from day three sessions in this report. Read More
Event Coverage | January 13, 2026 Premium NRF 2026: Retail’s Big Show—Day 2—Retail Running on AI, Plus The Growing Value of Private Label and Creator ContentCoresight Research is at NRF 2026: Retail’s Big Show. Discover our insights from day two sessions in this report. Read More
Event Coverage | January 12, 2026 Premium NRF 2026: Retail’s Big Show—Day 1—Everything Agentic, Plus Digital Twins, Robotics and Smart StoresCoresight Research is at NRF 2026: Retail’s Big Show. Discover our insights from day one sessions in this report. 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
Analyst Corner | December 21, 2025 Register for Free Access Analyst Corner: Learnings from Earnings, and Holiday-Season Insights, with John MercerWhat do 3Q25 retailer earnings tell us about consumer behavior in the 2025 holiday season? Discover highlights here. Read More
Event Presentation | December 19, 2025 Premium Retail Earnings Insights, 3Q25: Premium Subscriber CallCompare performance and uncover trends in retailer earnings from the third quarter of 2025, in this presentation. Read More
Insight Report | December 18, 2025 Premium Holiday 2025: US Holiday Retail Homestretch—Strong Total Demand (So Far), with Price-Driven Players Entrenching Structural GainsUnderstand the holiday season in US retail so far. We cover sector trends and which retailers are winning and losing share, based on our consumer research, shopper traffic metrics and other data. Read More