Coresight Research
Data-driven insights that help companies navigate the changing retail and technology landscape.
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Latest posts
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Discount Decades: US Grocery Discounters—Disrupting Mainstream Grocery Retail Through Value and Aggressive Expansion
Explore how US grocery discounters combine low prices, private labels and store expansion to fuel growth and increase pressure on traditional grocers. The post Discount Decades: US Grocery Discounters—Disrupting Mainstream Grocery Retail Through Value and Aggressive Expansion…
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DoorDash’s $17 Billion Instacart Deal: How Scale, Ads and Owned Fulfillment Are Reshaping Quick Commerce
DoorDash Instacart deal could reshape quick commerce. Explore grocery scale, retail media, fulfillment synergies and the risks for grocers and rivals. The post DoorDash’s $17 Billion Instacart Deal: How Scale, Ads and Owned Fulfillment Are Reshaping Quick Commerce appeared first…
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Analyst Corner: What US De Minimis Removal Means for Shein, Temu, Amazon Haul and AliExpress, with Abhinav Tagore
Discount Decades: US De Minimis Removal explores how Shein, Temu, Amazon Haul and AliExpress adapt to rising import costs and shifting US shopper trends. The post Analyst Corner: What US De Minimis Removal Means for Shein, Temu, Amazon Haul and AliExpress, with Abhinav Tagore…
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Weekly UK Store Openings and Closures Tracker 2026, Week 43: DeMellier and Love Laura Open Their First 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 JD Sports, The Food Warehouse, White Stuff and more. The post Weekly UK Store Openings and Closures…
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Weekly US Store Openings and Closures Tracker 2026, Week 43: Grocery Retailers Lead Store Openings, Anchored by Trader Joe’s
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 and closures by Trader Joe’s, Jack & Jones, Winn-Dixie and more. The post Weekly US Store Openings and Closures Tracker…
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Flipkart Big Billion Days 2026 Insights: Higher Consumer Participation, Quick Commerce and Seller Expansion Drive Growth
Flipkart Big Billion Days 2026 examines order growth, Gen Z shoppers, quick commerce and seller participation in India’s festive e-commerce market. The post Flipkart Big Billion Days 2026 Insights: Higher Consumer Participation, Quick Commerce and Seller Expansion Drive Growth…
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Aritzia Investor Day 2026: How Aritzia Plans To Double Revenue Through US Expansion
Aritzia Investor Day 2026 outlines a US-led plan to double revenue by fiscal 2032, with new boutiques, digital growth, product expansion and a 21% adjusted EBITDA margin target. The post Aritzia Investor Day 2026: How Aritzia Plans To Double Revenue Through US Expansion appeared…
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US CPG Sales Tracker: Spending Remains Focused on Personal Care and Everyday Consumption
Explore how consumer spending is becoming increasingly concentrated in categories that deliver clear personal and everyday value, even as overall CPG growth moderates. The post US CPG Sales Tracker: Spending Remains Focused on Personal Care and Everyday Consumption appeared…
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Holiday 2026 Weekly Survey Insights: Fewer Consumers Have Started Holiday Shopping Than a Year Ago
Our holiday shopping survey finds recent purchasing close to 2025 levels, with 53.0% of US consumers yet to start and Walmart’s lead over Amazon narrowing. The post Holiday 2026 Weekly Survey Insights: Fewer Consumers Have Started Holiday Shopping Than a Year Ago appeared first…
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US Consumer Credit and BNPL: Capturing the Aging Opportunity
Discover how shifting consumer-debt patterns are creating new growth opportunities for buy now, pay later (BNPL) providers and retailers. The post US Consumer Credit and BNPL: Capturing the Aging Opportunity appeared first on Coresight Research .
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Walmart Gains Across Food and Nonfood as Kroger’s Fightback Begins: US Consumer Survey Insights
How are US consumers’ sentiment and spending behaviors changing amid the Middle East conflict and rising gasoline prices? We review our latest US consumer data on sentiment and shopping behavior across categories. The post Walmart Gains Across Food and Nonfood as Kroger’s…
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October 2026 US Retail Sales Outlook: Holiday Demand Expected To Support Growth Before Moderation in 2027
The US Retail Sales Outlook series from Coresight Research includes proprietary, ML-driven retail sales projections and analysis of the macroeconomic context for retailing. The post October 2026 US Retail Sales Outlook: Holiday Demand Expected To Support Growth Before Moderation…
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Discount Decades: What US De Minimis Removal Means for Shein, Temu, Amazon Haul and AliExpress
Cross-border e-commerce platforms Shein, Temu, Amazon Haul and AliExpress face diverging impacts from de minimis removal, tariffs and rising shipping costs, reshaping competition and growth. The post Discount Decades: What US De Minimis Removal Means for Shein, Temu, Amazon Haul…