Research

Access research reports and presentations on the retail and technology ecosystem, including consumers, companies, economies, and retail and technology trends. Use the filters below to find research reports and presentations by sector, theme, company or other parameters. Alternatively, use the search box above to find relevant research content.

Deep Dive | December 18, 2025 Premium

3Q25 Earnings Season Wrap-Up: 84% of Companies Grow Sales, 77% Beat Top-Line Consensus in a Solid Quarter for Discount, Off-Price and Specialty Apparel

We analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies) in the third quarter of 2025, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes.

Deep Dive | December 1, 2025 Premium

China Singles’ Day 2025 Insights: Participation Rises but Spending Becomes More Selective Amid Tariffs, Value-Seeking and Platform Shifts

We analyze proprietary survey data to track participation, spending, and platform behavior during Singles’ Day in China. This report shows rising participation in 2025, but with increasingly selective and value-driven consumer behavior shaped by tariffs, AI, and instant commerce.

Analyst Corner | November 9, 2025

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Analyst Corner: Singles’ Day 2025 Trends See AI Move Center Stage, with John Mercer

Ahead of 11.11, understand the trends characterizing Singles’ Day 2025, plus the latest developments reported by Alibaba and JD.com.

Insight Report | October 17, 2025 Premium

Singles’ Day 2025: Three Trends To Look For as AI Moves Center Stage

Previewing Singles’ Day 2025: Read to discover three trends to look for as AI moves center stage.

Analyst Corner | October 5, 2025

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Analyst Corner: Big Tech’s AI Application and Computing-Power Arms Race, with Charlie Poon

In this week’s Analyst Corner, Charlie Poon, Analyst, explores current investments in the artificial intelligence (AI) and GenAI (generative AI) spaces, as well as investments in the computing requirements for AI-powered applications.

Analyst Corner | June 1, 2025

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Analyst Corner: Chinese Consumers Still Embrace International Brands—If Those Brands Deliver: Three Key Findings from a New Study, with John Harmon

In this week’s Analyst Corner, John Harmon, Managing Director of Technology Research, presents three insights on China e-commerce dynamics, drawing on data from the recently published China Online Consumer Brand Index (a study by Peking University, supported by Alibaba). Discover which international brands are most popular and what the study’s findings reveal about Chinese consumers’ online shopping preferences.

Analyst Corner | May 25, 2025

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Analyst Corner: Retail Giants Drive the Second Wave of Quick Commerce in India, with Madhav Pitaliya

In this week’s Analyst Corner, Madhav Pitaliya, Analyst, discusses the aggressive expansion of quick commerce in India by both digital-first disruptors and traditional retail giants.

Infographic | May 21, 2025 Free Report

Earnings Insights 1Q25, Week 4: Alibaba, Walmart and Others Report Sales Growth While Under Armour Reports Sales Decline—Infographic

Discover the latest revenue and EPS (earnings per share) data from week four of the 1Q25 (first quarter of 2025) earnings season with this infographic, covering various companies that reported in the week ended May 18, 2025, including Alibaba, Walmart and more.

Insight Report | May 12, 2025 Premium

How Will Tariffs Impact China’s Singles’ Day 2025? Six Months To Go—What Brands and Retailers Need to Know

China’s Singles’ Day, the largest online shopping festival in the world, is just six months away. The economy is facing external challenges like tariffs, yet key sectors show underlying resilience. We discuss what brands and retailers need to know to prepare for the upcoming festival, covering the country’s macroeconomic context and leveraging proprietary survey analysis to explore consumer sentiment.

Infographic | April 10, 2025 Free Report

4Q24 Earnings Season Wrap-Up: Which Companies Missed, Beat and Fell in Line with Expectations?—Infographic

Explore which companies beat consensus expectations and which missed consensus expectations during 4Q24 (the fourth quarter of 2024) earnings season with this infographic, covering more than 90 of the companies on the Coresight 100, our focus list of retailers and brand owners.

Deep Dive | April 3, 2025 Premium

4Q24 Earnings Season Wrap-Up: Widespread Positive Sales Growth Recorded This Quarter

We analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies mostly based in the US) in the fourth quarter of 2024, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes.

Event Coverage | January 24, 2025 Premium

CES 2025 Wrap-Up: Top 10 Takeaways—AI, Retail Tech, Sustainability, and Health and Wellness Come into Focus

The Coresight Research team attended CES 2025 (formerly the Consumer Electronics Show), hosted by the Consumer Technology Association (CTA) in Las Vegas, Nevada. We wrap up our coverage of the event with our top 10 takeaways, highlighting the impact of AI (artificial intelligence) across multiple sectors.

Event Coverage | January 22, 2025 Premium

High-Tech Retailing—Four Technologies That Retailers Can Use to Enchant Consumers: Insights from the Retail Track at CES 2025

From computer vision and shoppable video to AI (artificial intelligence)-powered retail and the metaverse, dive into the critical technologies that are reshaping consumer engagement. We discuss insights presented by Deborah Weinswig, CEO and Founder of Coresight Research, and other retail and technology leaders during the Retail track of CES 2025.

Deep Dive | January 15, 2025 Premium

Leveraging Digital Services, AI and Quick Commerce for Competitive Advantage: Global Learnings for US Retail and E-Commerce

Building on our Market Navigator report on US retail and e-commerce, we explore the innovative strategies adopted by leading retailers and e-commerce platforms from China, Europe, India and the UK, as well as what US retailers can learn from these strategies.

Market Navigators/Market Outlook | January 3, 2025 Premium

Retail 2025: China Retail Predictions

Our annual report on the China retail market—part of our Retail 2025 series of outlook reports—details six predictions around trends that Coresight Research expects to transform retail in the country throughout 2025. From the impact of government stimulus packages to the “pingti” trend and GenAI (generative artificial intelligence), discover the key trends of the China retail market.