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.

Analyst Corner | January 25, 2026

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Analyst Corner: Decoding Blinkit’s Latest Numbers To Understand India’s Quick-Commerce Growth Story, with Manik Bhatia

Blinkit continues to be the quick-commerce market leader in India with over 50% market share despite stiff competition from long-standing competitors Zepto and Swiggy. The quick-commerce vertical turned profitable—a first for the company, posting adjusted EBIDTA of $0.04 million compared to a loss of $11.5 million during the same period last year.

Event Presentation | January 23, 2026 Premium

Agentic Commerce Insights Latest—Including Learnings from CES and NRF: Premium Subscriber Call

Discover the latest insights on agentic commerce developments, including learnings from CES 2026 and NRF 2026: Retail’s Big Show, in this presentation.

Company Profile | January 15, 2026 Premium

Alibaba (NYSE: BABA; SEHK: 9988) Company Profile

Alibaba is a China-based e-commerce retailer of beauty, consumer goods, electronics, fashion and home products. Headquartered in Hangzhou, the company operates in Australia, China, Indonesia, Malaysia, Singapore, Thailand, the UK, the US and Vietnam.

Event Coverage | January 14, 2026 Premium

NRF 2026: Retail’s Big Show—Day 3—Agentic Commerce Expectations, Marketplace Best Practices and Disciplined Brand Transformation

Coresight Research attended and participated in NRF 2026: Retail’s Big Show. Discover our insights from day three sessions in this report.

Event Coverage | January 13, 2026 Premium

NRF 2026: Retail’s Big Show—Day 2—Retail Running on AI, Plus The Growing Value of Private Label and Creator Content

Coresight Research is at NRF 2026: Retail’s Big Show. Discover our insights from day two sessions in this report.

Event Coverage | January 12, 2026 Premium

NRF 2026: Retail’s Big Show—Day 1—Everything Agentic, Plus Digital Twins, Robotics and Smart Stores

Coresight Research is at NRF 2026: Retail’s Big Show. Discover our insights from day one sessions in this report.

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.

Analyst Corner | November 30, 2025

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Analyst Corner: Agentic Commerce Is Progressing at Warp Speed, with John Harmon

Discover what’s new in agentic commerce and agentic shopping, and what that means for retailing.

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.

Deep Dive | November 10, 2025 Premium

Agentic Commerce: How Retailers Can Employ OpenAI’s Agentic Commerce Protocol To Unleash a True AI Shopping Agent

Discover how to enable Instant Checkout in ChatGPT with Agentic Commerce Protocol (ACP) and what it means for retailers.

Analyst Corner | November 9, 2025

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Analyst Corner: Singles’ Day 2025 Trends See AI Move Center Stage, with John Mercer

Ahead of 11.11, understand the trends characterizing Singles’ Day 2025, plus the latest developments reported by Alibaba and JD.com.

Insight Report | November 6, 2025 Premium

Kroger and Instacart Expand Partnership To Advance Agentic Shopping and Accelerate Delivery Efficiency

Kroger and Instacart expand their partnership, enhancing AI-driven shopping and rapid delivery. Learn how this collaboration reshapes grocery retail and customer experience.

Event Presentation | October 28, 2025 Premium

Agentic Commerce: What Retailers Need to Know for Holiday 2025 and to Succeed in 2026—Premium Subscriber Call, October 2025

Understand how agentic commerce and specifically agentic shopping are emerging as a shopping channel ahead of holiday 2025 in this event presentation.

Insight Report | October 27, 2025 Premium

Agentic Commerce: How Retailers Can Make Their Products Discoverable and Shoppable for 800 Million ChatGPT Users

Learn how retailers can use agentic commerce to make products shoppable on ChatGPT, tapping into AI-powered discovery and Instant Checkout.

Analyst Corner | October 26, 2025

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Analyst Corner: The Brave New World of Agentic Shopping, with John Harmon

In this week’s Analyst Corner, John Harmon, Managing Director of Technology Research, explores the brave new world of shopping provided by AI (artificial intelligence)-powered chatbots, with in-platform checkout having become available just in time for this year’s holiday shopping season.