Deep Dive | December 11, 2025 Databank Members Consumer Sentiment Peaks Ahead of Singles’ Day—Then Stabilizes: China Consumer Survey InsightsWe analyze proprietary survey data to track consumer sentiment and financial sentiments in China. This report shows increased optimism in November 2025. Read More
Insight Report | December 11, 2025 Premium Earnings Insights 3Q25: Strong Growth at Ulta, Improvement at Macy’s and Solid Demand at Dollar StoresEarnings Insights 3Q25: Ulta, Discounters and Specialty Apparel Drive Sector Strength as Broadline Retail Remains Mixed. Read More
Insight Report | December 10, 2025 Premium Global Tech and Retail Layoffs in 2025: Structural or Cyclical?A data-driven look at retail & tech layoffs, uncovering structural shifts fueled by AI, automation and restructuring across both sectors. Read More
Deep Dive | December 9, 2025 Databank Members Lower-Income Consumers’ Economic and Financial Sentiment Improves: US Consumer Survey InsightsHow are US consumers’ sentiment and shopping behavior changing amid new tariffs? We review our latest US consumer data on consumer sentiment Read More
Deep Dive | December 9, 2025 Premium Holiday 2025 Survey Insights: Shopping Activity Builds Amid Black Friday WeekendWe review our latest data and provide an in-depth analysis of consumers’ holiday shopping behavior. Read More
Market Navigators/Market Outlook | December 9, 2025 Premium US Drugstore and Pharmacy Retailing: Market Forecast and Competitive Landscape—The Pharmacy ShakeoutThe US drugstores and pharmacies market is resetting in 2025, with holding the market share and being relevant becoming the key competitive challenge in the market. Read More
Deep Dive | December 8, 2025 Premium Agentic Commerce—How Should Retailers Leverage GEO to Maximize AI-Engine Visibility?This report delves into the shift from traditional SEO to Generative Engine Optimization (GEO) and its impact on retail. As AI shopping agents and agentic commerce gain prominence, learn how to adapt and ensure visibility in the new AI-driven shopping era. Read More
Market Navigators/Market Outlook | December 8, 2025 Premium US Drugstore and Pharmacy Retailing: Themes, Concepts and Innovators—Rightsizing for Relevance; Smaller Footprints for a Bigger ImpactBuilding on our Market Navigator on US drugstores and pharmacies, we explore the key trends and themes we are watching in the space, such as consolidation in the drugstore market, Walgreens’ privatization and closure of Rite Aid and private label growth. We also showcase our blue-sky thinking for the sector and the retail innovators we are watching. Read More
Insight Report | December 4, 2025 Premium US Retail Sales Outlook: Our Retail Growth Outlook Score Strengthens, SlightlyThe 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 | December 3, 2025 Premium Black Friday 2025 Around the World: Global Retail ObservationsA brief look at our global team’s take on Black Friday 2025, highlighting in-store and online activity across Hong Kong, India, and the UK—including on-the-ground visits in the UK and India. Read More
Deep Dive | December 3, 2025 Premium Holiday 2025 Survey Insights: Shopping Ramps Up Ahead of Black FridayWe review our latest data and provide an in-depth analysis of consumers’ holiday shopping behavior. Read More
Deep Dive | December 3, 2025 Databank Members Financial Sentiment Recovers; Tariff Pessimism Improves; Inflationary Trade-Down Persists: US Consumer Survey InsightsHow are US consumers’ sentiment and shopping behavior changing amid new tariffs? We review our latest US consumer data on consumer sentiment, impact of Federal Government Shutdown, consumers’ perceptions of the impacts of tariffs and consumers’ inflation awareness and responses to inflation. Read More
Deep Dive | December 1, 2025 Premium Black Friday 2025: Key Insights from US Stores—Solid Shopper Demand, Some True Doorbusters and Greater Omnichannel IntegrationOn November 28, 2025, the Coresight Research team conducted its annual Black Friday store tour, visiting more than 30 retailers across Florida, New Jersey and New York. We present our on-the-ground observations, including the scope and depth of promotions, product availability, store execution and consumer activity. Read More
Insight Report | December 1, 2025 Premium Aldi vs. Lidl US Store Openings: Mapping Retail Real Estate Changes with the Store Intelligence PlatformDive into the details of Aldi’s and Lidl’s US store openings in 2025, with exclusive real estate data from the new Store Intelligence Platform from Coresight Research. Read More
Deep Dive | December 1, 2025 Premium China Singles’ Day 2025 Insights: Participation Rises but Spending Becomes More Selective Amid Tariffs, Value-Seeking and Platform ShiftsWe analyze proprietary survey data to track participation, spending, and platform behavior during Singles’ Day in China. This report shows rising participation in 2025, but with increasingly selective and value-driven consumer behavior shaped by tariffs, AI, and instant commerce. Read More
