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 Earnings Insights 4Q25, Week 6: Adidas and Costco Lead Growth; Bath & Body Works, Best Buy and Target See Sales DeclinesEarnings Insights 4Q25 Week 6 covers results from Adidas, Costco, Target, JD.com and others, with key trends shaping retail growth. 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 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
Insight Report | February 18, 2026 Premium Retail Crime and Shrink: Lawmakers Step Up Enforcement; Retailers Double Down on Technology DeploymentsExplore how retail crime and shrink impact businesses, with insights on new enforcement laws, technology deployments and loss-prevention strategies. Read More
Insight Report | February 13, 2026 Premium December 2025 US Retail Sales: Strong Conclusion to Holiday Season, with 4% GrowthIn December 2025, US retail sales (excluding gasoline and automobile sales) increased by 4.3%, marking a strong conclusion to the holiday quarter. Using data from the US Census Bureau, we analyze US retail sales in December 2025, in total and by sector. Read More
Insight Report | February 10, 2026 Premium US CPG Sales Tracker: E-Commerce Jumps by One-Quarter as Online Food Sales Surge by One-ThirdIn our latest US CPG Sales Tracker, we assess the recent exceptional e-commerce growth in food & beverages and health & beauty, as well as a strong in-store sales performance. Read More
Insight Report | February 5, 2026 Premium Drugstore Decimation: Assessing Rite Aid’s Closures, and Which Competitors Stand To GainWe explore which major drugstore rivals may gain the most from the closure of the Rite Aid chain in 2025, which liquidated its store estate by early October 2025. The report focuses on three major retailers in the sector: Rite Aid (now defunct), CVS Health and Walgreen Co. (formerly Walgreens Boots Alliance). Read More
Insight Report | February 4, 2026 Premium Chinese New Year 2026: Four Trends To Expect for the Year of the Horse2026 Chinese New Year trends show how extended holidays, emotional spending, instant retail, and travel will reshape consumer behavior and retailer strategies. Read More