Insight Report | March 23, 2026 Premium Earnings Insights 4Q25, Week 7: Dick’s Sporting Goods and Ulta Beauty Deliver Strong Growth; Kohl’s and Coty Face Market PressuresEarnings Insights 4Q25 Week 7 covers results from DICK’S Sporting Goods, Inditex, Ulta Beauty, Dollar General and others, highlighting key trends shaping retail growth. Read More
Insight Report | March 20, 2026 Premium March 2026 US Retail Sales Outlook: Forecasting Continued Growth with Gradual SofteningThe US Retail Sales Outlook series from Coresight Research includes proprietary, ML-driven retail sales projections and analysis of the macroeconomic context for retailing. Read More
Deep Dive | March 18, 2026 Databank Members Consumer Sentiment Declines Significantly, Driven By Middle-Income Consumers: US Consumer Survey InsightsHow are US consumers’ sentiment and shopping behavior changing amid Iran conflict and oil price spikes? We review our latest US consumer data on consumer sentiment. Read More
Deep Dive | March 17, 2026 Databank Members Consumer Sentiment Shows Positive Trend in February: China Consumer Survey InsightsWe analyze proprietary survey data to track consumer sentiment and financial sentiments in China. This report shows steady optimism in February 2026. Read More
Insight Report | March 16, 2026 Premium January 2026 US Retail Sales: Stable Growth Trajectory Consistent with ML ProjectionsDiscover how US retail demand started 2026—and which sectors are gaining or losing momentum. Read More
Insight Report | March 16, 2026 Premium US Consumer Sentiment Amid the Middle East Energy ShockWe discuss US consumer sentiment, potential shopper reactions and implications for retailers amid the Middle East energy shock. This report is based on our Premium Subscriber Call of March 13, 2026. Read More
Insight Report | March 13, 2026 Premium Impact of Saks Store Closures on Competitors: Strategic Opportunities and Proximity AnalysisWe explore which major retail competitors stand to gain the most from Saks Global’s 2026 store closures, including Macy’s, Nordstrom and off-price retailers like Marshalls and Ross Dress for Less. This report analyzes how these competitors are positioned to capture market share in key regions impacted by Saks’ exit. Read More
Insight Report | March 11, 2026 Premium US CPG Sales Tracker: Weather-Driven Surge Fades, In-Store Sales DeclineGain valuable insights into the latest developments shaping the US CPG market, with a particular focus on the resilience of the beauty sector and the challenges facing health and food categories. Read More
Insight Report | March 10, 2026 Premium CEO Brief: Iran Energy Shock—US Consumer Economy and Retail ImpactsWe provide our first assessment of the implications of the Middle East energy shock for US retail, arising from the conflict in Iran, which began on February 28, 2026. Read More
Deep Dive | March 10, 2026 Databank Members Lower-Income Consumers’ Financial Sentiment Hits Record Low Amid Iran Conflict: US Consumer Survey InsightsHow are US consumers’ sentiment and shopping behavior changing amid tariffs and rate cuts? We review our latest US consumer data on consumer sentiment. Read More
Deep Dive | March 5, 2026 Premium The US Online Grocery Surge: What’s Driving It, Who’s Shopping and Why the Momentum Is Here To StayOnline grocery growth is accelerating as delivery speed, AI personalization and subscriptions boost frequency, basket size and fresh adoption. Read More
Deep Dive | March 3, 2026 Databank Members Financial Sentiment Falls Despite Supreme Court Move to Strike Down Tariffs: US Consumer Survey InsightsHow are US consumers’ sentiment and shopping behavior changing amid tariffs and rate cuts? We review our latest US consumer data on consumer sentiment. Read More
Insight Report | February 26, 2026 Register for Free Access The New Coresight 100: Setting the Direction for Global Retail in 2026The Coresight 100 highlights 100 of the most impactful and influential retailers and brand owners shaping the global retail landscape. This report outlines our selection methodology, examines what is new in the 2026 Coresight 100 and provides a detailed breakdown of the list by sector and geography. Read More
Insight Report | February 25, 2026 Premium CEO Brief: Early Holiday 2026 US Retail ExpectationsWe provide our initial expectations for how holiday 2026 could shape up for US retail, to assist retailers with their planning for the end-of-year peak. We detail our projections and consumers’ expectations as of February 2026. Read More
Deep Dive | February 24, 2026 Databank Members Financial Optimism Hits Six-Month High; Consumers Adapt to Tariffs and Inflation: US Consumer Survey InsightsHow are US consumers’ sentiment and shopping behavior changing amid tariffs and rate cuts? We review our latest US consumer data on consumer sentiment, consumers’ perceptions of the impacts of tariffs and consumers’ inflation awareness and responses to inflation. Read More
