April 1, 2026 Insight Report Premium Kering and L’Oréal Finalize Strategic Partnership—Multibrand Luxury and Beauty Firms Focused on Core CapabilitiesKering and L’Oréal’s €4 billion partnership marks a shift in luxury beauty, with new licenses, acquisitions and a wellness JV.
March 24, 2026 Deep Dive Free Report Playbook: AI for Productivity in Retail—Eight Areas of OpportunityIn a volatile environment, retailers can deploy AI for productivity gains. These gains can expand margins while also improving the shopper experience. This Playbook identifies eight opportunities across three themes.
March 19, 2026 Event Presentation Premium US Consumer Sentiment Amid the Energy Shock: Premium Subscriber CallHow are US consumers reacting to the March 2026 Middle East energy crisis? We explore the consumer impacts and implications in this Premium Subscriber Call presentation from March 19, 2026.
March 16, 2026 Insight Report Premium US Consumer Sentiment Amid the Middle East Energy ShockWe discuss US consumer sentiment, potential shopper reactions and implications for retailers amid the Middle East energy shock. This report is based on our Premium Subscriber Call of March 13, 2026.
March 13, 2026 Event Presentation Premium US Consumer Sentiment Amid the Energy Shock: Premium Subscriber CallWe discuss US consumer sentiment, potential shopper reactions and implications for retailers amid the Middle East energy shock. This presentation is from our Premium Subscriber Call of March 13, 2026.
March 10, 2026 Insight Report 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.
February 25, 2026 Insight Report 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.
February 22, 2026 Analyst Corner 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.
February 20, 2026 Insight Report 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.
February 15, 2026 Analyst Corner 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.
February 6, 2026 Event Presentation 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.
January 28, 2026 Insight Report 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.
January 27, 2026 Insight Report 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.
January 26, 2026 Insight Report 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.
January 14, 2026 Event Coverage 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.