June 18, 2026 Deep Dive Premium How Generations Actually Shop: Young Consumers Buy Broadly, Older Consumers Buy DeepDiscover how US consumers really shop across generations—and why younger shoppers buy broadly while older shoppers may buy more deeply. Driven by more than 5,600 consumer surveys, we dive into generational shopping behaviors and attitudes.
June 16, 2026 Insight Report Premium How the US–Iran Deal Changes the Inflation Outlook for RetailDiscover how the US–Iran deal could reshape the inflation outlook for US retail into the holiday quarter. We assess the potential scale and timing of disinflation.
June 10, 2026 Insight Report Premium US Inbound Tourism Decline: Uneven Impacts to RetailUnderstand how declining international visits, especially from Canada, are reshaping US retail and tourism.
June 5, 2026 Event Presentation Premium US Fashion Resale Market: Solid Growth Amid Inflationary Environment as Consumers Seek Value—Premium Subscriber CallDiscover the growth and challenges of the US fashion resale market in this presentation, with insights into consumer behavior, digital platforms and luxury resale trends.
June 2, 2026 Insight Report Premium Retail’s Tariff Refunds at Risk? US Government To Appeal Universal Refund RulingThe U.S. Department of Justice filed a notice that it will appeal a judge’s authority to instruct universal refunds of tariffs previously collected under the International Emergency Economic Powers Act. What does this mean for retail companies? We explore the details and implications.
May 29, 2026 Event Presentation Premium The US Consumer: Inflation, Gas Prices, Sentiment and Learnings from Earnings SeasonWe assess the forces impacting the US consumer economy and retail sector, drawing on data on inflation, consumer sentiment, consumer spending and retail sales, as well as company earnings results and commentary. In this presentation, we discuss how US consumers are growing their spending in retail despite inflationary headwinds.
May 24, 2026 Analyst Corner Register for Free Access Analyst Corner: Evolving Stores with Our BEST Framework, with John MercerDiscover the future of physical retail and how retailers can navigate the polarized consumer demands between convenience and engagement to drive loyalty and sales, in this Analyst Corner discussion of our BEST framework.
May 19, 2026 Insight Report Premium Why Is Shein Acquiring Everlane?Discover what Shein’s reported acquisition of Everlane reveals about the evolution of fast fashion into a tiered, multibrand retail strategy.
May 18, 2026 Deep Dive Premium BEST at Retail: Evolving Physical Stores for the Attention EconomyDiscover the future of physical retail and how retailers can navigate the polarized consumer demands between convenience and engagement to drive loyalty and sales.
May 1, 2026 Event Presentation Premium Energy and Inflation Update + Retail Tech for the Holidays: Premium Subscriber CallOur analysts presented on two pressing issues for US retail: The energy shock’s impacts on inflation and the implications for consumers, and the technologies that retailers should look to deploy for holiday 2026.
April 28, 2026 Event Coverage Premium AWS Retail and Consumer Goods Analyst Day 2026On April 23, 2026, the Coresight Research team attended an analyst day hosted by AWS in London. The event included speakers from Amazon and its partners, and highlighted the transformative role of AI, automation and cutting-edge technologies like agentic commerce and Just Walk Out (JWO) technology.
April 21, 2026 Insight Report Premium Energy Shock: As Gasoline Prices Decline, When Will Peak CPI Hit?US gasoline prices are currently heading downward as oil prices are rolling off their peak. However, broader inflation lags energy shocks. We assess when the CPI peak may occur and which retail seasons that would impact.
April 14, 2026 Event Presentation Register for Free Access Shoptalk Spring 2026 Takeaways: AI and Agentic Commerce Insights—Premium Subscriber CallOur team presented concluding insights from Shoptalk Spring 2026, with a focus on AI and agentic commerce. Discover highlights and conclusions in this presentation.
April 13, 2026 Insight Report Premium Unilever’s Exit from Food Pitches It Head to Head with Procter & Gamble in HPCDiscover how Unilever’s strategic exit from food is reshaping the competitive landscape in global consumer packaged goods (CPG).
April 5, 2026 Analyst Corner Register for Free Access Analyst Corner: Middle East Energy Shock—Retail Faces a Deteriorating Context, with John MercerIn this Analyst Corner, we discuss updated data points on the impact of the Middle East energy shock, and the implications for US retail.
