Research

Access research reports and presentations on the retail and technology ecosystem, including consumers, companies, economies, and retail and technology trends. Use the filters below to find research reports and presentations by sector, theme, company or other parameters. Alternatively, use the search box above to find relevant research content.

Deep Dive | December 18, 2025 Premium

3Q25 Earnings Season Wrap-Up: 84% of Companies Grow Sales, 77% Beat Top-Line Consensus in a Solid Quarter for Discount, Off-Price and Specialty Apparel

We analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies) in the third quarter of 2025, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes.

Deep Dive | December 16, 2025 Premium

Holiday 2025 Survey Insights: Shopping Continues To Accelerate as the Homestretch Approaches

We review our latest data and provide an in-depth analysis of consumers’ holiday shopping behavior.

Deep Dive | December 16, 2025 Databank Members

Financial Sentiment Turns Positive Ahead of Rate Cut: US Consumer Survey Insights

How are US consumers’ sentiment and shopping behavior changing amid tariffs and rate cuts? We review our latest US consumer data on consumer sentiment

Deep Dive | December 11, 2025 Databank Members

Consumer Sentiment Peaks Ahead of Singles’ Day—Then Stabilizes: China Consumer Survey Insights

We analyze proprietary survey data to track consumer sentiment and financial sentiments in China. This report shows increased optimism in November 2025.

Deep Dive | December 9, 2025 Databank Members

Lower-Income Consumers’ Economic and Financial Sentiment Improves: US Consumer Survey Insights

How are US consumers’ sentiment and shopping behavior changing amid new tariffs? We review our latest US consumer data on consumer sentiment

Deep Dive | December 9, 2025 Premium

Holiday 2025 Survey Insights: Shopping Activity Builds Amid Black Friday Weekend

We review our latest data and provide an in-depth analysis of consumers’ holiday shopping behavior.

Market Navigators/Market Outlook | December 9, 2025 Premium

US Drugstore and Pharmacy Retailing: Market Forecast and Competitive Landscape—The Pharmacy Shakeout

The 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.

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.

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 Impact

We explore the key trends and themes we are watching in the drugstore space, such as consolidation, Walgreens’ privatization, the 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.

Deep Dive | December 3, 2025 Premium

Black Friday 2025 Around the World: Global Retail Observations

A 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.

Deep Dive | December 3, 2025 Premium

Holiday 2025 Survey Insights: Shopping Ramps Up Ahead of Black Friday

We review our latest data and provide an in-depth analysis of consumers’ holiday shopping behavior.

Deep Dive | December 3, 2025 Databank Members

Financial Sentiment Recovers; Tariff Pessimism Improves; Inflationary Trade-Down Persists: US Consumer Survey Insights

How 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.

Deep Dive | December 1, 2025 Premium

Black Friday 2025: Key Insights from US Stores—Solid Shopper Demand, Some True Doorbusters and Greater Omnichannel Integration

On 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.

Deep Dive | December 1, 2025 Premium

China Singles’ Day 2025 Insights: Participation Rises but Spending Becomes More Selective Amid Tariffs, Value-Seeking and Platform Shifts

We 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.

Deep Dive | November 28, 2025 Premium

US Black Friday 2025: Early Read—Early-Morning Footfall Points to a Selective Return of the Black Friday Store Energy

Today, the Coresight Research team is undertaking its annual Black Friday store tours. We present an early read on the shopping event, including insights into crowd levels, promotions, inventory volume and staffing levels.