September 10, 2026 Insight Report Premium NIKE’s Fall from the Top: The Structural Challenges Behind the S&P 100 ExitNIKE faces a critical turnaround challenge as competitive pressure, slower innovation and strategic missteps weigh on its global growth prospects.
September 10, 2026 Insight Report Free Report Groceryshop 2026 Startup Pitch Competition: Eight Startups to WatchGroceryshop Startup Pitch 2026 profiles innovators using AI and technology to solve key challenges across grocery retail, from efficiency to conversion.
September 10, 2026 Insight Report Premium Capability Outruns Control: The Hugging Face Breach, Kimi K3 and the Shift from Models to Governed Systems—AI IMPACT Insights for September 2026Agentic AI in retail is moving into execution. Explore infrastructure, open models, governance, commerce and workflow transformation in September 2026.
September 9, 2026 Deep Dive Databank Members Amazon Narrows Gap with Walmart but Still Has Ground To Recover: US Consumer Survey InsightsHow are US consumers’ sentiment and spending behavior changing amid the Middle East conflict and rising gasoline prices? We review our latest US consumer data on sentiment and shopping behavior across categories.
September 8, 2026 Insight Report Premium Tariff Refunds in 2Q26: Billions Booked by Retailers and Brands, Guidance Split—UpdatedTariff refunds deliver billions in benefits to retailers and brands, with companies taking different approaches to guidance and future refund upside.
September 8, 2026 Insight Report Premium Earnings Insights 2Q26, Week 8: Five Below and Couche-Tard Deliver Strong Results; Lululemon Falls ShortEarnings Insights 2Q26 Week 8 examines Five Below, Couche-Tard Outperform, Lululemon and other major retailers, tracking revenue trends, consumer behavior and technology initiatives.
September 8, 2026 Market Navigators/Market Outlook Premium Market Navigator: US Drugstore and Pharmacy Retailing—Solutions for Drugstores To Win AgainUS drugstore and pharmacy retailing is evolving as stores shrink, digital channels grow and pharmacies expand their role in everyday healthcare access.
September 3, 2026 Insight Report Premium US Holiday Shopping Starts in August, Even as the Tariff Trigger FadesQuantify how many US shoppers pulled holiday-season purchases into August 2026, and how much of 2025’s tariff-driven urgency has faded from early holiday shopping.
September 2, 2026 Deep Dive Databank Members Who Shops Where? 2026 Shopper Demographics: US Consumer Survey Insights ExtraWe examine who shops at different major US retailers for food and nonfood, as well as offering a closer look at shopper demographics for apparel, footwear and beauty retailers. This US Consumer Survey Insights Extra report takes a deeper dive into our weekly survey data by building shopper profiles.
September 1, 2026 Deep Dive Databank Members A New Wave of Value-Seeking Shopping Emerges: US Consumer Survey InsightsHow are US consumers’ sentiment and spending behavior changing amid the Middle East conflict and rising gasoline prices? We review our latest US consumer data on sentiment and shopping behavior across categories.
September 1, 2026 Deep Dive Free Report How AI Is Reshaping Retail Marketing PersonalizationGenerative and agentic AI are combining well-organized data with the ability to orchestrate tasks and generate personalized content at machine speed.
August 27, 2026 Deep Dive Databank Members Consumer Sentiment Slips Further as Tariffs and Flooding Add Pressure: China Consumer Survey InsightsWe analyze proprietary survey data to track consumer sentiment and financial sentiments in China. This report shows steady optimism in July 2026.
August 25, 2026 Deep Dive Databank Members Pressure on Sentiment, Momentum in Value Retail: US Consumer Survey InsightsHow are US consumers’ sentiment and spending behavior changing amid the Middle East conflict and rising gasoline prices? We review our latest US consumer data on sentiment and shopping behavior across categories.
August 25, 2026 Insight Report Premium US CPG Sales Tracker: A Growing Divide Between Essential and Discretionary SpendingExplore how moderating growth and shifting consumer priorities are reshaping the US CPG market, with demand increasingly concentrated in essential and high-frequency purchase categories.
August 25, 2026 Insight Report Premium August 2026 US Retail Sales Outlook: Forecasting Retail Sales Growth Above 4% Through Year-EndThe US Retail Sales Outlook series from Coresight Research includes proprietary, ML-driven retail sales projections and analysis of the macroeconomic context for retailing.
