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 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
Deep Dive | March 10, 2026 Databank Members Lower-Income Consumers’ Financial Sentiment Hits Record Low Amid Iran Conflict: US Consumer Survey InsightsHow are US consumers’ sentiment and shopping behavior changing amid tariffs and rate cuts? We review our latest US consumer data on consumer sentiment. Read More
| March 6, 2026 Premium Tariffs and Retail—What To Plan for Next: Premium Subscriber CallJoin the Coresight Research team for this webinar as we examine the retail implications of the recent US Supreme Court ruling on tariffs—and what it means for your sourcing decisions, risk exposure, and strategic planning. Read More
Store Tracker | March 6, 2026 Premium Weekly US Store Openings and Closures Tracker 2026, Week 9: The TJX Companies and Ross Stores Announce Store ExpansionsOur Weekly US Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the US. This week, we highlight store openings and closures by Ross Stores, PGA Tour Superstore, Winn-Dixie and more. Read More
Deep Dive | March 3, 2026 Databank Members Financial Sentiment Falls Despite Supreme Court Move to Strike Down Tariffs: US Consumer Survey InsightsHow are US consumers’ sentiment and shopping behavior changing amid tariffs and rate cuts? We review our latest US consumer data on consumer sentiment. Read More
| February 28, 2026 Premium Introducing the Store Intelligence Platform: Premium Subscriber CallUnderstand the Store Intelligence Platform, a new retail real estate data tool from Coresight Research. This analyst video explains the analytical capabilities of this counterpart to the US Store Tracker. Read More
Infographic | February 26, 2026 Premium Supreme Court Ruling on Tariffs: Assessing Consumer Awareness and Sentiment—Data GraphicThis infographic presents the results of our quick-response survey conducted on February 22 regarding the Supreme Court’s February 20 tariff ruling. We explore awareness and sentiment, including by income and age. 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
Deep Dive | February 24, 2026 Databank Members Financial Optimism Hits Six-Month High; Consumers Adapt to Tariffs and Inflation: US Consumer Survey InsightsHow are US consumers’ sentiment and shopping behavior changing amid tariffs and rate cuts? We review our latest US consumer data on consumer sentiment, consumers’ perceptions of the impacts of tariffs and consumers’ inflation awareness and responses to inflation. Read More
Infographic | February 24, 2026 Premium Tariffs + Consumer Sentiment: A Timeline, 2026—Data GraphicIn this infographic, we present a timeline of tariff-related developments by the US and other nations. We also offer highlights from our proprietary survey findings on US consumers’ sentiment and their perceptions of the impacts of tariffs. Read More
Analyst Corner | February 22, 2026 Register for Free Access Analyst Corner: US Retail Inflation Rises to Its Highest Level in 2.5 Years, with John MercerInflation in US retailing has risen to its highest level since August 2023, according to Coresight Research estimates. January 2026 saw a marked acceleration in inflation across general merchandise and apparel. We discuss the details and implications. 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