July 28, 2026 Insight Report Premium Is AI Infrastructure Demand Peaking? Meta’s Capacity Signal, Model Delays and Agentic Commerce: AI Insights with the IMPACT Framework—July 2026AI IMPACT Framework tracks AI shifts across infrastructure, models, policy, retail and labor, helping leaders cut through fast-moving news.
July 28, 2026 Insight Report Premium Earnings Insights 2Q26, Week 2: Deckers Outdoor Leads on Strong HOKA Demand; Albertsons, Tractor Supply and Moncler Navigate Cautious MarketsEarnings Insights 2Q26 Week examines Deckers Outdoor Corporation., Nestlé and other major retailers, tracking revenue trends, consumer behavior and technology initiatives.
July 27, 2026 Insight Report Premium July 2026 US Retail Sales Outlook: Projecting ~5% Growth for the Rest of SummerThe US Retail Sales Outlook series from Coresight Research includes proprietary, ML-driven retail sales projections and analysis of the macroeconomic context for retailing.
July 22, 2026 Deep Dive Databank Members China Consumer Optimism Fades from Mid-June Peak, Reflected in Weak 6.18 Festival and Falling Retail Sales: China Consumer Survey InsightsWe analyze proprietary survey data to track consumer sentiment and financial sentiments in China. The report indicates that consumer sentiment in June 2026 peaked mid-month before weakening, reflecting subdued 6.18 Festival performance and declining retail sales.
July 20, 2026 Insight Report Premium June 2026 US Retail Sales: Nonstore Retailers and Sporting Goods Drive Surge in Prime Day MonthGain key insights into the latest US retail sales trends for June 2026. This report offers a detailed analysis of US retail sales performance in June 2026, breaking down key trends by sector and providing insights into inflation trends affecting the market.
July 14, 2026 Insight Report Premium CEO Brief: Managing Retail Supply Chains in the Agentic AgeThis CEO Brief discusses the benefits of agentic AI and supplier networks on supply chains, including extension, customization and agent management.
July 7, 2026 Deep Dive Databank Members Economic Sentiment Improves Significantly, Driven by Middle-Income Consumers’ Optimism: 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 spending cutbacks across categories.
July 2, 2026 Insight Report Premium Kroger Targets Regional Expansion with $1.65 Billion Giant Eagle AcquisitionKroger’s Giant Eagle acquisition drives US grocery consolidation with a $1.65 billion deal that expands Kroger’s scale, stores and regional dominance.
July 2, 2026 Insight Report Premium Onebeat NYC Roadshow: Breaking the Retail Margin Spiral with Real-Time AIOnebeat’s platform offers dynamic assortment recommendations based on actual category-level demand patterns and consumer behavior, such as from the GLP-1 phenomenon.
July 2, 2026 Insight Report Premium US CPG Sales Tracker: Essentials Drive Growth as Pricing Pressures EaseUnderstand how US CPG growth is evolving as easing inflation reshapes pricing dynamics, shifts momentum toward volume-driven expansion and concentrates demand in essential, high-frequency categories.
July 1, 2026 Insight Report Premium Prime Day Turns 10 in India: Amazon Doubles Down on Value, Speed and AIAmazon India Prime Day 2026 Preview analyzes AI, quick commerce, consumer spending trends and Amazon’s strategy ahead of its flagship sale.
July 1, 2026 Insight Report Premium Shipt Joins Peers in Adding NYC Delivery FeesNYC’s new delivery regulations push Shipt to add a $2.99 fee, raising costs for consumers and potentially reducing demand for same-day delivery.
July 1, 2026 Deep Dive Databank Members Seasonal Shopping, 3Q26—Expectations for the Fourth of July and Labor Day: US Consumer Survey Insights ExtraWill US consumers celebrate or spend on key events in the third quarter this year? This month’s US Consumer Survey Insights Extra—Seasonal Shopping report analyzes consumer expectations for the Fourth of July and Labor Day, as well as looking back at how consumers celebrated Easter, Memorial Day, Mother’s Day and Father’s Day in the second quarter. We also analyze consumers’ expectations for holiday season 2026.
June 30, 2026 Deep Dive Databank Members Lower-Income Consumers’ Sentiment Improves Significantly; Dining Out and Entertainment Face Spending Cutbacks: 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 spending cutbacks across categories.
June 29, 2026 Insight Report Premium 1Q26 Earnings Season Wrap-Up: 80% Grow Sales; 75% Beat EPS, Led by Discount, Apparel and E-Commerce1Q26 Earnings Season Wrap-Up analyzes retail earnings, consumer spending trends, sales growth, EPS performance, and sector outlooks across the retail industry.
