November 6, 2026 Insight Report Premium CVS Health’s Separation Gives CVS Pharmacy the Focus To Build a Whole-Health OfferingThe CVS Health separation gives CVS Pharmacy a dedicated leadership team. We assess its sector leadership and the case for a whole-health offering.
October 28, 2026 Deep Dive Premium US Consumer Credit and BNPL: Capturing the Aging OpportunityDiscover how shifting consumer-debt patterns are creating new growth opportunities for buy now, pay later (BNPL) providers and retailers.
October 23, 2026 Insight Report Premium Holiday 2026: Millennials Drive October Sales at Amazon, Walmart, Target and Kohl’sPrime Big Deal Days drew 59.9% of US consumers to browse or buy, and 45.0% bought across four October sales events. See who led participation and why.
October 22, 2026 Deep Dive Premium Holiday 2026: How the Generations Shop for the HolidaysHoliday shopping by generation: our survey of 2,042 US consumers shows how Gen Z, millennials, Gen X and boomers differ on budgets, retailers and credit.
October 21, 2026 Insight Report Premium Holiday 2026 Weekly Survey Insights: Walmart Widens Its Lead in Deals WeekWeekly 2026 holiday shopping survey data: shopping status, purchase activity, and which retailers and categories US consumers favor most this week.
October 21, 2026 Insight Report Premium France Unrest: First Thoughts on Luxury Retail ImpactsHow will unrest in France affect the luxury-goods market? We assess the potential impacts on demand, including on the wider trajectory for the European luxury market.
October 18, 2026 Analyst Corner Register for Free Access Analyst Corner: Assessing the Long-Term Tailwinds for US Discounters, with John MercerUnderstand the long-term forces behind discount retail’s market share gains and what they mean for US retail.
October 16, 2026 Event Presentation Premium The Demographic and Structural Forces Powering Discount Retail: Premium Member Call PresentationOn October 16, 2026, Coresight Research presented insights on the demographic and structural forces powering discount retail at the Premium Member Call. In this presentation, we explore how a shrinking middle class, financial strain spreading to older cohorts, shifting consumer spending priorities, persistent inflation and supply-side expansion support discount formats, and we cover what separates winning discounters from the rest.
October 12, 2026 Deep Dive | Premium Discount Decades: A Shrinking Middle Class Reshapes US RetailUncover the demographic, financial, and economic forces set to continue fueling US discount and value retail.
October 9, 2026 Event Presentation Premium Holiday 2026 US Retail Outlook: Premium Member Call PresentationQuantify why holiday 2026 sales growth is inflation-led, and uncover how budget-stretched shoppers are changing when, where and how they buy. This slide deck was presented on a Premium Member Call on October 9, 2026.
October 5, 2026 Deep Dive | Premium Holiday 2026: US Consumer Survey and Retail Outlook—Unit Growth Under Pressure as Consumers Rethink How They ShopWhere, when and how will US consumers spend for holiday 2026. We analyze proprietary survey data to offer critical insights on the shape of demand and consumers’ shopping expectations for the holiday season.
October 2, 2026 Event Presentation Premium Coresight Conference, Groceryshop and Shoptalk Fall Takeaways: Premium Member Call PresentationCoresight Research presented insights from its own Coresight Conference 2026 as well as Groceryshop and Shoptalk Fall on a Premium Member Call on October 2, 2026. This slide deck showcases the highlights that our team took from those conferences.
October 1, 2026 Event Coverage Premium Shoptalk Fall 2026: Day 3—From Loyalty to Stores, via AIShoptalk Fall 2026 Day 3 highlights: how retailers use loyalty, AI, agentic commerce and stores to deepen customer relationships and respond faster.
September 24, 2026 Event Presentation Register for Free Access The IMPACT Framework Playbook: How Retail Enterprises Scale Agentic AI—Coresight Research Presentation Hosted by Instacart at Groceryshop 2026Agentic AI unlocks and orchestrates the value of the AI that came before it—AI/ML and GenAI—making enterprises more powerful, flexible and efficient. This raises the stakes on how enterprises invest, govern and organize around it. This presentation applies AI IMPACT Framework, six pillars spanning infrastructure, models, policies, applications, consumers and transformation, to show how grocery and retail leaders can scale agentic AI with clear guardrails and measurable business value.
September 21, 2026 Event Coverage Premium Coresight Conference 2026 Preview: What AI-Led Change Looks Like in RetailIn this preview of Coresight Conference 2026, discover how retail leaders and technology innovators are using AI to reshape operating models, store experiences and customer engagement.