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.

Insight Report | November 12, 2025 Premium

Retail Crime and Shrink: Facial Recognition Tech Gains Ground; Shoplifting Climbs 13% in England

Explore global retail shrink trends and how facial recognition and AI innovations are transforming theft prevention and retailer strategies.

Store Tracker | October 23, 2025 Databank Members

Canada Store Openings and Closures Tracker 2025: Store Openings Edge Past Closures as Costco, Sephora and Uniqlo Expand

The Canada Store Openings and Closures Tracker series reports on announced and actual store openings and closures in Canada. In this report, we include highlights from Costco, Sephora, Uniqlo and more.

Company Profile | October 8, 2025 Premium

Walmart (NYSE: WMT) Company Profile

Walmart is a US-based retailer of apparel, footwear, general merchandise and groceries. Headquartered in Bentonville, Arkansas, the company operates stores across the US and 24 other countries.

Deep Dive | September 17, 2025 Premium

Earnings Insights 2Q25: Wrap-Up—Most Companies See Sales Improvement Despite Tariff Concerns

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

Event Coverage | August 21, 2025 Premium

Global Outreach Summit 2025 Insights: India’s Digital Leap in Apparel Sourcing and Sustainability

India’s apparel and textile industry is leveraging AI, sustainability and cultural authenticity to strengthen its global position, but a sudden 50% US tariff hike exposes the risks of export dependency. Success will hinge on scaling eco-compliance, accelerating digital adoption and diversifying markets through MSME empowerment.

Insight Report | August 14, 2025 Premium

CPG Giants Realign Through Over $100 Billion in M&A, Demergers and Divestments

Explore how M&A, demergers and divestments are reshaping CPG portfolios in 2025, and how premiumization and health-focused strategies are fueling growth across global consumer markets.

Infographic | August 1, 2025 Free Report

Three Data Points We’re Watching This Week, Week 31: US Consumer Sentiment, AI Investments and Canada Stores

Discover key data points we are watching in week 30 of 2025. This week, we highlight US consumer sentiment, AI investments and Canada store openings and closures.

Store Tracker | July 30, 2025 Databank Members

Canada Store Openings and Closures Tracker 2025: Bankrupt Hudson’s Bay Company Takes Total Closures Ahead of Openings

The Canada Store Openings and Closures Tracker series reports on announced and actual store openings and closures in Canada. In this report, we include highlights from easyhome, Hudson’s Bay Company, Northern Reflection, Orangestore and more.

Insight Report | July 14, 2025 Premium

Profiling Six Artificial Intelligence Startups: AI Showcase Insights

Highlights and strategic insights from an AI startup showcase, covering Israel-based startups focused on AI model optimization, repair and correction, governance and compliance, and solutions for AI-powered testing and enabling non-technical employees to receive business insights from data

Analyst Corner | July 13, 2025

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Analyst Corner: Agentic AI Will Change Shopping and Selling, with John Harmon

In this week’s Analyst Corner, John Harmon, Managing Director of Technology Research, discusses how agentic AI will change how we shop, and how retailers will need to respond.

Deep Dive | June 18, 2025 Premium

Earnings Insights 1Q25: Wrap-Up—Growth Outpaces Declines Across Most Sectors

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

Infographic | June 10, 2025 Free Report

Earnings Insights 1Q25, Week 7: Dollar Stores See Growth Amid Tariff Pressures—Infographic

Discover the latest revenue and EPS (earnings per share) data from week seven of the 1Q25 (first quarter of 2025) earnings season with this infographic, covering various companies that reported in the week ended June 8, 2025, including Dollar General, Dollar Tree, Petco and more.

Infographic | May 28, 2025 Free Report

Earnings Insights 1Q25, Week 5: BJ’s Wholesale Club and Home Depot Report Sales Growth; Target Reports Sales Decline—Infographic

Discover the latest revenue and EPS (earnings per share) data from week five of the 1Q25 (first quarter of 2025) earnings season with this infographic, covering various companies that reported in the week ended May 25, 2025, including Home Depot, Target and more.

Event Coverage | May 27, 2025 Premium

World Retail Congress 2025 Insights: Consensus on Tariffs Floor, AI Risks in Adaptive Apparel, Smart Scaling in Focus

The Coresight Research team attended and moderated a panel at World Retail Congress 2025. Dive into our insights from the event, which span US tariffs, sustainability, inclusivity—including the challenges that AI (artificial intelligence) may pose in the adaptive apparel sector—and more.