Analyst Corner | March 29, 2026 Register for Free Access Analyst Corner: US Consumers’ Plans for the Memorial Day, Mother’s and Father’s Day, and the Holiday Season, with Aditya KaushikThis week’s Analyst Corner previews US consumers’ shopping expectations for calendar events in the second quarter of 2026 (2Q26, April–June) and the end-of-year holiday season. Read More
Analyst Corner | March 22, 2026 Register for Free Access Analyst Corner: NVIDIA GTC 2026 Showcased a New Era of Agentic AI and Physical AI, with Charlie PoonNvidia’s GTC 2026 revealed advancements in agentic and physical AI, including the Vera Rubin platform and open-source Nemotron models, shaping the future of AI applications in various industries. Read More
Analyst Corner | March 15, 2026 Register for Free Access Analyst Corner: Navigating the “SaaSpocalypse,” with John HarmonSaaS stocks have been buffeted by investor fears that agentic AI would supplant their platforms. Read More
Analyst Corner | March 8, 2026 Register for Free Access Analyst Corner: Analyzing Supply Chain Challenges and Solutions for the Apparel, Footwear and Department Store Sectors, with Aditya KaushikExplore the key supply chain issues and potential solutions for the apparel, footwear and department store sectors. Read More
Analyst Corner | March 1, 2026 Register for Free Access Analyst Corner: Decoding the Resurgence of Online Grocery Retail in the US, with Sujeet NaikExplore the growth of online grocery sales in the US, driven by consumer demand, improved delivery options, and enhanced digital shopping experiences. Read More
Analyst Corner | February 22, 2026 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. Read More
Analyst Corner | February 15, 2026 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. Read More
Analyst Corner | February 8, 2026 Register for Free Access Analyst Corner: The Appeal and Power of Middle-Aged RFID Technology Continues to Pick Up Steam, with John HarmonSupport from retail giants, success in grocery, and inclusion in associate mobile computers all make RFID more powerful, ubiquitous and empowering. Read More
Analyst Corner | February 1, 2026 Register for Free Access Analyst Corner: Alibaba’s Qwen Signals the Opening Act of China’s Agentic Commerce Revolution, with Charlie PoonDiscover how Alibaba Qwen agentic commerce is reshaping China’s consumer journeys, leveraging AI to enable end-to-end transactions across Alibaba’s powerful ecosystem. Read More
Analyst Corner | January 25, 2026 Register for Free Access Analyst Corner: Decoding Blinkit’s Latest Numbers To Understand India’s Quick-Commerce Growth Story, with Manik BhatiaBlinkit continues to be the quick-commerce market leader in India with over 50% market share despite stiff competition from long-standing competitors Zepto and Swiggy. The quick-commerce vertical turned profitable—a first for the company, posting adjusted EBIDTA of $0.04 million compared to a loss of $11.5 million during the same period last year. Read More
Analyst Corner | January 18, 2026 Register for Free Access Analyst Corner: What’s Ahead for Retail Media in 2026, with Sujeet NaikRetail Media 2026 explores a $203.9 billion global market at a turning point, as retail media networks scale into full-funnel channels, in-store media accelerates, and the industry moves toward standardized, trusted measurement. Read More
Analyst Corner | January 11, 2026 Register for Free Access Analyst Corner: US Apparel and Footwear Retailing—Key Distribution Channel Shifts in 2026This week’s Analyst Corner previews key distribution channel shifts in the US apparel and footwear retail market as we look ahead to 2026. Read More
Analyst Corner | January 4, 2026 Register for Free Access Analyst Corner: Previewing CES 2026, with John HarmonThis week’s Analyst Corner previews CES 2026, looking at must-attend events at the conference that the Coresight Research team will be covering. Read More
Analyst Corner | December 21, 2025 Register for Free Access Analyst Corner: Learnings from Earnings, and Holiday-Season Insights, with John MercerWhat do 3Q25 retailer earnings tell us about consumer behavior in the 2025 holiday season? Discover highlights here. Read More
Analyst Corner | December 14, 2025 Register for Free Access Analyst Corner: How Fast Will Agentic Commerce Scale? Three Gauges to Watch, with Charlie PoonThis report explores the future of agentic commerce, focusing on GenAI adoption for shopping, satisfaction levels, and how retailers can prepare. Read More
