Insight Reports

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.

Insight Report | February 5, 2026 Premium

Drugstore Decimation: Assessing Rite Aid’s Closures, and Which Competitors Stand To Gain

We 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).

Insight Report | February 5, 2026 Premium

Earnings Insights 4Q25, Week 1: Food and Grocery Resilience Offset Mixed Apparel and CPG Results

Earnings Insights 4Q25: Aritzia, Levi Strauss and Tesco report steady growth as consumer demand remains resilient amid uneven sector trends.

Insight Report | February 4, 2026 Premium

Chinese New Year 2026: Four Trends To Expect for the Year of the Horse

2026 Chinese New Year trends show how extended holidays, emotional spending, instant retail, and travel will reshape consumer behavior and retailer strategies.

Insight Report | January 28, 2026 Premium

CEO Brief: 2026 US Macroeconomic Outlook—Incremental or Inflection Point?

We consider the US macroeconomic outlook for 2026, including metrics that directly impact the consumer economy and retail for the new year.

Insight Report | January 27, 2026 Premium

Amazon To Close Amazon Fresh and Amazon Go Grocery Chains

Amazon has announced plans to close its Amazon Fresh (57 stores) and Amazon Go (15 stores) grocery chains in the US, with some conversions to Whole Foods Market stores. We review proprietary data to explore the implications.

Insight Report | January 26, 2026 Premium

CEO Brief: Coresight Research Agenda for 2026—Retail’s Strategic Imperatives

Coresight Research has developed its research agenda framework for 2026. A major emphasis in this framework is that retailers have opportunities to grow margin, even if their options to grow sales meaningfully may sometimes be more limited.

Insight Report | January 23, 2026 Premium

2026 Retail Predictions: Global—Five Forces Redefining Retail Performance Worldwide

Explore five forces set to redefine global retail in 2026—from fragmented consumer resilience and agentic AI adoption to experiential retail, supply chain agility, and the rise of retail media as a core profit engine.

Insight Report | January 22, 2026 Premium

January 2026 US Retail Sales Outlook: Projecting More Than 3% Growth as Retail Outlook Score Improves

The US Retail Sales Outlook series from Coresight Research includes proprietary, ML-driven retail sales projections and analysis of the macroeconomic context for retailing.

Insight Report | January 20, 2026 Premium

3Q25 Retail Inventory Insights: Execution Discipline Drives Performance into Holiday 2025

Our 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 third 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.

Insight Report | January 15, 2026 Premium

November 2025 US Retail Sales: Positive but Muted Holiday Growth

In November 2025, US retail sales (excluding gasoline and automobile sales) increased by 3.0%, marking a deceleration from October and reaching one of the weakest growth rates of the year. Using data from the US Census Bureau, we analyze US retail sales in November 2025, in total and by sector.

Insight Report | January 14, 2026 Premium

US CPG Sales Tracker: E-Commerce Growth Strengthens in December 2025, Driven by Beauty and Food; Homecare Sees Strong Recovery

Read this report to understand how growth is shifting in US CPG, in store and online. Key categories include food, beauty and general merchandise. 

Insight Report | January 7, 2026 Premium

2026 Retail Predictions: India—Five Pillars Shaping the Next Phase of Retail Growth

Explore 2026 retail predictions in India, including quick commerce profitability, Tier-3 and Tier-4 growth, AI in retail expansion and supply chain innovation.

Insight Report | January 6, 2026 Premium

2026 Retail Predictions: Europe—Five Pillars for Resilience Amid Heightened Contextual Challenges

Discover our retail predictions for 2026, with this research reports on how European retail trends will play out this year.

Insight Report | January 5, 2026 Premium

2026 Retail Predictions: US—Five Forces Powering the Next Retail Transformation

Explore five forward-looking predictions redefining US retail in 2026, with major implications for growth, efficiency and revenue innovation.

Insight Report | December 23, 2025 Premium

December 2025 US Retail Sales Outlook: Projecting 3+% Growth for the New Year

The US Retail Sales Outlook series from Coresight Research includes proprietary, ML-driven retail sales projections and analysis of the macroeconomic context for retailing.