John Mercer, Head of Global Research and Managing Director of Data-Driven 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.

Store Tracker | July 4, 2025 Databank Members

US Store Tracker Extra, June 2025: 120+ Million Square Feet of Retail Space To Close This Year, Outpacing Openings by Over 1.5X

In June 2025, announced store closures by At Home and New Rite Aid, which have filed for bankruptcy, pushed the total amount of retail space to close in the US this year to over 120 million square feet, Coresight Research calculates. We discuss the latest developments in physical retail with our comprehensive data on closures, openings and square-footage impacts.

Insight Report | July 1, 2025 Premium

US CPG Sales Tracker: E-Commerce Sustains Double-Digit Growth Rate; In-Store Sales Expansion Slows

The Coresight Research and Circana monthly US CPG Sales Tracker provides our data-driven analysis of sales trends in the US CPG (consumer packaged goods) industry—covering the product categories of food & beverages, health & beauty, and general merchandise & homecare. This report presents key insights for the four weeks ended June 15, 2025.

Insight Report | June 25, 2025 Premium

June 2025 US Retail Sales Outlook: Projecting Solid Growth as Consumer Sentiment Continues to Recover

The monthly Coresight Research US Retail Sales Outlook series tracks several major macroeconomic indicators and their likely effect on US retail sales. In this report, we analyze the latest available data as of June 19, 2025.

Infographic | June 10, 2025 Free Report

Earnings Insights 1Q25, Week 7: Dollar Stores See Growth Amid Tariff Pressures—Infographic

Discover the latest revenue and EPS (earnings per share) data from week seven of the 1Q25 (first quarter of 2025) earnings season with this infographic, covering various companies that reported in the week ended June 8, 2025, including Dollar General, Dollar Tree, Petco and more.

Insight Report | June 5, 2025 Premium

US CPG Sales Tracker: Beauty Sales Accelerate, While Online Grocery Sees Sharp Slowdown

The Coresight Research and Circana monthly US CPG Sales Tracker provides our data-driven analysis of sales trends in the US CPG (consumer packaged goods) industry—covering the product categories of food & beverages, health & beauty, and general merchandise & homecare. This report presents key insights for the four weeks ended May 18, 2025.

Infographic | June 3, 2025 Free Report

Earnings Insights 1Q25, Week 6: Costco Wholesale, Deckers Outdoor and Ulta Beauty Report Growth While Department Stores Face Challenges—Infographic

Discover the latest revenue and EPS (earnings per share) data from week six of the 1Q25 (first quarter of 2025) earnings season with this infographic, covering various companies that reported in the week ended June 1, 2025, including Best Buy, Macy’s, Ulta Beauty and more.

Infographic | May 28, 2025 Free Report

Earnings Insights 1Q25, Week 5: BJ’s Wholesale Club and Home Depot Report Sales Growth; Target Reports Sales Decline—Infographic

Discover the latest revenue and EPS (earnings per share) data from week five of the 1Q25 (first quarter of 2025) earnings season with this infographic, covering various companies that reported in the week ended May 25, 2025, including Home Depot, Target and more.

Infographic | May 21, 2025 Free Report

Earnings Insights 1Q25, Week 4: Alibaba, Walmart and Others Report Sales Growth While Under Armour Reports Sales Decline—Infographic

Discover the latest revenue and EPS (earnings per share) data from week four of the 1Q25 (first quarter of 2025) earnings season with this infographic, covering various companies that reported in the week ended May 18, 2025, including Alibaba, Walmart and more.

Insight Report | May 21, 2025 Premium

May 2025 US Retail Sales Outlook: Projecting 3% Growth Amid Low Sentiment and Front-Loaded Purchases

The monthly Coresight Research US Retail Sales Outlook series tracks several major macroeconomic indicators and their likely effect on US retail sales. In this report, we analyze the latest available data as of May 19, 2025.

Infographic | May 15, 2025 Premium

Amazon Apparel US Consumer Survey 2025: New Shoppers, Deeper Loyalty—Infographic

Now in its eighth year, the annual Amazon Apparel US Consumer Survey from Coresight Research tracks evolving consumer behaviors on Amazon.com across the US apparel and footwear category. Discover key insights from our most recent survey with this infographic.

Infographic | May 14, 2025 Free Report

Earnings Insights 1Q25, Week 3: E-Commerce Sees Solid Results as Amazon, Coupang, Zalando and More Report Growth—Infographic

Discover the latest revenue and EPS (earnings per share) data from week three of the 1Q25 (first quarter of 2025) earnings season with this infographic, covering various companies that reported in the week ended May 11, 2025, including Amazon, Zalando and more.

Store Tracker | May 9, 2025 Databank Members

Weekly US Store Openings and Closures Tracker 2025, Week 19: Rite Aid Files for Bankruptcy—Again

Our Weekly US Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the US. This week, we highlight store opening and closure announcements from Publix Super Markets, Rite Aid and Sleep Number, among others. In non-store-closure news, department store Kohl’s fired its CEO.

Store Tracker | May 9, 2025 Databank Members

Weekly UK Store Openings and Closures Tracker 2025, Week 19: Store Closures Down 25% Year Over Year

Our Weekly UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the UK. This week, we highlight store opening and closure news at Frasers Group, Michael Kors and Poundstretcher, among others, as well as the announcement of a new Chief Customer Officer at Asda.

Infographic | May 7, 2025 Free Report

Earnings Insights 1Q25, Week 2: Adidas, CVS, Sprouts and More Report Solid Sales Growth—Infographic

Discover the latest revenue and EPS (earnings per share) data from week two of the 1Q25 (first quarter of 2025) earnings season with this infographic, covering various companies that reported in the week ended May 4, 2025, including Adidas, Coca-Cola, eBay, Prada and more.

Insight Report | May 7, 2025 Premium

US CPG Sales Tracker: Jump in Food Sales Fuels Total CPG Growth

The Coresight Research and Circana monthly US CPG Sales Tracker provides our data-driven analysis of sales trends in the US CPG industry—covering the product categories of food & beverages, health & beauty, and general merchandise & homecare. This report presents key insights for the four weeks ended April 20, 2025.