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.

Deep Dive | December 3, 2025 Databank Members

Financial Sentiment Recovers; Tariff Pessimism Improves; Inflationary Trade-Down Persists: US Consumer Survey Insights

How are US consumers’ sentiment and shopping behavior changing amid new tariffs? We review our latest US consumer data on consumer sentiment, impact of Federal Government Shutdown, consumers’ perceptions of the impacts of tariffs and consumers’ inflation awareness and responses to inflation.

Infographic | December 3, 2025 Premium

Tariffs + Consumer Sentiment: A Timeline, 2025—Data Graphic

In 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.

Deep Dive | December 1, 2025 Premium

Black Friday 2025: Key Insights from US Stores—Solid Shopper Demand, Some True Doorbusters and Greater Omnichannel Integration

On November 28, 2025, the Coresight Research team conducted its annual Black Friday store tour, visiting more than 30 retailers across Florida, New Jersey and New York. We present our on-the-ground observations, including the scope and depth of promotions, product availability, store execution and consumer activity.

Insight Report | December 1, 2025 Premium

Aldi vs. Lidl US Store Openings: Mapping Retail Real Estate Changes with the Store Intelligence Platform

Dive into the details of Aldi’s and Lidl’s US store openings in 2025, with exclusive real estate data from the new Store Intelligence Platform from Coresight Research.

Deep Dive | December 1, 2025 Premium

China Singles’ Day 2025 Insights: Participation Rises but Spending Becomes More Selective Amid Tariffs, Value-Seeking and Platform Shifts

We analyze proprietary survey data to track participation, spending, and platform behavior during Singles’ Day in China. This report shows rising participation in 2025, but with increasingly selective and value-driven consumer behavior shaped by tariffs, AI, and instant commerce.

Analyst Corner | November 30, 2025

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Analyst Corner: Agentic Commerce Is Progressing at Warp Speed, with John Harmon

Discover what’s new in agentic commerce and agentic shopping, and what that means for retailing.

Deep Dive | November 28, 2025 Premium

US Black Friday 2025: Early Read—Early-Morning Footfall Points to a Selective Return of the Black Friday Store Energy

Today, the Coresight Research team is undertaking its annual Black Friday store tours. We present an early read on the shopping event, including insights into crowd levels, promotions, inventory volume and staffing levels.

Deep Dive | November 28, 2025 Premium

Holiday 2025: Navigating Social Commerce—Top Strategies for Maximizing Engagement This Holiday Season

We dive into trending, retail-related posts we have seen during the 2025 holiday season (defined by Coresight Research as October–December), offering insights into the creative strategies employed by brands and retailers via these posts

Infographic | November 28, 2025 Premium

Sector Focus: Home and Home-Improvement Shopping—Data Graphic

Our Sector Focus data graphics feature the latest survey findings on US retail sectors and categories. Dive into the US home and home-improvement sector in this graphic.

Store Tracker | November 28, 2025 Databank Members

Weekly UK Store Openings and Closures Tracker 2025, Week 48: M&S To Open Up to 500 New Food Stores

Our Weekly UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the UK. This week, we highlight store openings and closures by Dr. Martens, Matalan, Mountain Warehouse, Animal, Pop Mart and more.

Store Tracker | November 28, 2025 Databank Members

Weekly US Store Openings and Closures Tracker 2025, Week 48: American Signature, Bed Bath & Beyond and Saks To Close Stores

Our Weekly US Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the US. This week, we highlight store openings by Foot Locker, Alimentation Couche-Tard, Bath & Body Works, more.

Infographic | November 27, 2025 Premium

Personal Financial Sentiment Hits Six-Month Low: Weekly US Consumer Sentiment, Week 48, 2025—Data Graphic

Discover the state of US consumer sentiment with a data graphic featuring weekly Coresight Research survey data.

Infographic | November 26, 2025 Premium

Holiday Bites: GLP-1 Disruption with Smaller Baskets, Smaller Sizes—and a Leaner Thanksgiving?—Data Graphic

Discover proprietary survey data on US consumers’ expectations and behavior during the holiday season. In this graphic, we spotlight GLP-1, presenting consumers’ change in shopping behavior.

Event Presentation | November 26, 2025 Premium

AI in Retail: What’s Now and What’s Next—Premium Subscriber Call, November 2025

Discover real-world AI use cases across retail sectors, and see what our analysts think is next for AI in retail, in this event presentation.

Insight Report | November 26, 2025 Premium

September 2025 US Retail Sales: Delayed Government Data Show Strong Retail Growth in September

In September 2025, US retail sales (excluding gasoline and automobile sales) increased by 5%, an acceleration from the previous month. Using data from the US Census Bureau, we analyze US retail sales in September 2025, in total and by sector.