Insight Report | April 2, 2026 Premium Once-Highflying Allbirds Sells Itself for a SongAllbirds, once with a $4.1 billion market capitalization, is selling its assets for $39 million. Read More
Insight Report | April 1, 2026 Premium Kering and L’Oréal Finalize Strategic Partnership—Multibrand Luxury and Beauty Firms Focused on Core CapabilitiesKering and L’Oréal’s €4 billion partnership marks a shift in luxury beauty, with new licenses, acquisitions and a wellness JV. Read More
Insight Report | March 30, 2026 Premium 4Q25 Retail Inventory Insights: Execution Discipline Delivers Cleaner Holiday Exits and Turnover ImprovementOur quarterly US Retail Inventory Insights series analyzes inventory trends in US retail. Discover inventory turnover ratios by sector and for selected major retailers in the fourth quarter of 2025. Dive into key commentary on inventory trends, planning and challenges—with insights on holiday inventory, tariffs, diverging supply chain strategies, AI (artificial intelligence)-driven tools and more. Read More
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
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
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
Insight Report | February 23, 2026 Premium Retail-Tech Landscape: Advanced AI SolutionsRetail-Tech Landscape: Advanced AI Solutions reviews key AI solution providers in retail and the trends influencing their adoption. Read More
Insight Report | February 20, 2026 Premium Return to Uncertainty for Retail: Supreme Court Strikes Down US TariffsWe provide our initial thoughts on the implications for retail of the Supreme Court’s February 20, 2026 decision on tariffs. Read More
Insight Report | February 19, 2026 Premium February 2026 US Retail Sales Outlook: Positive Indicators Signal Robust Growth AheadThe 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
