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.

Infographic | May 1, 2025 Free Report

Earnings Insights 1Q25, Week 1: Mixed Results from LVMH, Nestlé, P&G and Others Amid Heightened Tariff Concerns—Infographic

Discover the latest revenue and EPS (earnings per share) data from week one of the 1Q25 (first quarter of 2025) earnings season with this infographic, covering various companies that reported in the week, including LVMH, Nestlé and Procter & Gamble, among others.

Store Tracker | April 30, 2025 Databank Members

US Store Tracker Extra, April 2025: JD Sports and 7-Eleven Drive Total Opened Retail Space to Over 67 Million Square Feet

In April 2025, store openings by 7-Eleven, JD Sports and Kroger, among others, have pushed the total amount of retail space set to open in the US in 2025 to just over 67 million square feet, according to Coresight Research estimates. Discover US retailers’ latest store closure and opening announcements, as well as the square-footage impacts of these developments, with our monthly US Store Tracker Extra series.

Insight Report | April 23, 2025 Premium

April 2025 US Retail Sales Outlook: Lowering Near-Term Growth Projections Amid Volatility and Uncertainty

The monthly Coresight Research US Retail Sales Outlook series tracks several major macroeconomic indicators and their likely effect on US retail sales. We analyze the latest available data as of April 21, 2025.

Store Tracker | April 18, 2025 Databank Members

Weekly UK Store Openings and Closures Tracker 2025, Week 16: B&M and Tesco Provide Store-Opening Plans

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 plans from B&M and Tesco, as well as Asda’s appointment of a new Chief People Officer.

Store Tracker | April 18, 2025 Databank Members

Weekly US Store Openings and Closures Tracker 2025, Week 16: 7-Eleven To Close 300+ Stores; Plus Updates on Drugstore Closures

Our Weekly US Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the US. This week, we highlight the recent major store-closure plan announced by 7-Eleven, as well as CVS Health appointing a new Executive Vice President and Chief Financial Officer.

Insight Report | April 10, 2025 Premium

US CPG Sales Tracker: Growth Momentum Eases Amid Greater Consumer Caution

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 March 23, 2025.

Infographic | April 10, 2025 Free Report

4Q24 Earnings Season Wrap-Up: Which Companies Missed, Beat and Fell in Line with Expectations?—Infographic

Explore which companies beat consensus expectations and which missed consensus expectations during 4Q24 (the fourth quarter of 2024) earnings season with this infographic, covering more than 90 of the companies on the Coresight 100, our focus list of retailers and brand owners.

Store Tracker | April 4, 2025 Databank Members

Weekly US Store Openings and Closures Tracker 2025, Week 14: Urban Outfitters Announces Expansion Plan

Our Weekly US Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the US. This week, we highlight the recent major store expansion plan announced by Urban Outfitters. Non-store-closure news includes Macy’s appointing a new Chief Operating Officer and Chief Financial Officer.

Store Tracker | April 4, 2025 Databank Members

Weekly UK Store Openings and Closures Tracker 2025, Week 14: Marks & Spencer Announces Store Openings Across Multiple Formats

Our Weekly UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the UK. This week, we highlight Marks & Spencer’s recently announced store expansion plan, with store openings occurring across many of its formats.

Store Tracker | April 2, 2025 Databank Members

US Store Tracker Extra, March 2025: US Total Closed Retail Space Exceeds 100 Million Square Feet

In March 2025, closures by Big Lots, Forever 21 and Macy’s caused total US closed retail space for the year to push past 100 million square feet, according to Coresight Research estimates. Discover US retailers’ latest store closure and opening announcements, as well as the square-footage impacts of these developments, with our monthly US Store Tracker Extra series.

Insight Report | March 24, 2025 Premium

March 2025 US Retail Sales Outlook: Lowering Our Retail Growth Projections in an Uncertain Context

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

Store Tracker | March 21, 2025 Databank Members

Canada Store Openings and Closures Tracker 2025: Best Buy, Dollarama and Loblaw Companies Lead Openings at the Start of the Year

The Canada Store Openings and Closures Tracker series reports on announced and actual store openings and closures in Canada. In this report, we include highlights from Best Buy, Comark Holdings, Dollarama, The TJX Companies, and more.

Infographic | March 19, 2025 Free Report

Earnings Insights 4Q24, Week 7: Costco, Inditex and Puma Lead with Solid Fourth-Quarter Growth—Infographic

Discover the latest revenue and EPS (earnings per share) data from week seven of the 4Q24 (fourth quarter of 2024) earnings season with this infographic, covering various companies that reported in the week, including American Eagle Outfitters, Costco, Kohl’s and Ulta Beauty, among others.

Store Tracker | March 14, 2025 Databank Members

Weekly US and UK Store Openings and Closures Tracker 2025, Week 11: US Store Openings Gain Momentum—Updates from BJ’s, Dick’s, Macy’s and More

Our Weekly US and UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies. This week, US store closures decelerate as openings gain momentum. We highlight recent opening announcements from BJ’s Wholesale Club, Dick’s Sporting Goods and Macy’s, among others. Non-store-closure news includes Dollar Tree appointing a new Chief Financial Officer.

Infographic | March 12, 2025 Free Report

Earnings Insights 4Q24, Week 6: Sales Decline for Kroger, Macy’s, Ross Stores and Other Retailers—Infographic

Discover the latest revenue and EPS (earnings per share) data from week six of the 4Q24 (fourth quarter of 2024) earnings season with this infographic, covering various companies that reported in the week, including Adidas, Burlington Stores, Macy’s and Zalando, among others.