Insight Report | February 20, 2025 Premium February 2025 US Retail Sales Outlook: Growth Set for a Slowdown in February and MarchThe 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 February 18, 2025. Read More
Deep Dive | February 20, 2025 Premium Grocery Retailing—US Real Estate Insights: Value and Specialty Grocers Lead Store Expansion as Traditional Retailers Lag BehindBuilding on our Market Navigator on US grocery retailing, we take a deeper dive into the sector’s real estate landscape, exploring retailers’ store portfolios, opening and closure strategies, and recent store traffic data. Read More
Insight Report | February 19, 2025 Premium Earnings Insights 4Q24, Week 3: Gucci Sales Slump 21%, Plus Updates from Ahold, Amazon, Coty and MoreOur weekly Earnings Insights reports feature highlights from recent management commentary from major retailers within our Coresight 100 coverage list as they report fourth-quarter 2024 earnings. This week, discover highlights from major companies that reported in the week ended February 7, 2025. Read More
Deep Dive | February 18, 2025 Databank Members Department Stores in Focus; Plus, Consumer Sentiment Latest: US Consumer Survey InsightsFrom the dominance of Kohl’s to the popularity of apparel categories, dive into our survey-driven insights on department store shopping. Plus, what are consumers’ expectations for the economy and their personal finances? Discover how overall consumer sentiment is tracking in this weekly research report series. Read More
Infographic | February 17, 2025 Free Report 2025 Tariffs: Impacts on the US Consumer Economy—InfographicDiscover new data on the US consumer economy in this free infographic, spanning inflation, consumer sentiment and tariffs. Read More
Analyst Corner | February 16, 2025 Register for Free Access Analyst Corner: Constrained Consumers Could Soon “Get to the Goods” Again—Evolving In-Store Loss Prevention, with John HarmonIn this week’s Analyst Corner, John Harmon, Managing Director of Technology Research, discusses the challenges that locking up goods as a loss-prevention measure presents for retailers and consumers, and a key technology solution that has finally arrived. Read More
Insight Report | February 14, 2025 Premium January 2025 US Retail Sales: Nearly All Sectors Report Mid-Single-Digit Sales GrowthIn January 2025, US retail sales (excluding gasoline and automobile sales) grew 4% year over year. Using data from the US Census Bureau, we look at total growth trends and performance by sector. Read More
Store Tracker | February 14, 2025 Databank Members Weekly US and UK Store Openings and Closures Tracker 2025, Week 7: Aldi and Skechers USA Announce Store Expansion Plans; Joann To Close 500 StoresOur Weekly US and UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies. This week, we highlight multiple store expansion plans and Joann’s plan to close 500 stores in the US. Non-store-closure news includes the appointment of a new Chief Stores Officer at Macy’s. Read More
Infographic | February 14, 2025 Free Report Three Data Points We’re Watching This Week, Week 7: Consumer Sentiment FocusUnderstand consumer sentiment in the US and China with new survey data on consumers’ financial prospects and the impacts of tariffs. This graphic presents key insights from our research in week 7 of 2025. Read More
Insight Report | February 13, 2025 Premium Inflation Up, Sentiment Down: Alarm Bells for the US Consumer Economy?We unpack the latest data on critical indicators shaping the retail landscape in 2025, offering insights and proprietary survey analysis spanning inflation, consumer sentiment and the impacts of tariffs on the US consumer economy. Read More
Deep Dive | February 13, 2025 Premium AI Underpins the Tech-Driven Shift in US Grocery, from Smarter Forecasting to Faster CheckoutFrom AI (artificial intelligence) to ESLs (electronic shopping labels), discover the technology solutions and trends that are revolutionizing US grocery retailing across three critical areas: the supply chain, operations, and the customer experience. Read More
Insight Report | February 13, 2025 Premium Retail Shrink and ORC: Cargo Theft Hits Record Levels in the US, Retail Crime Costs Soar in the UKWe present the latest developments in retail shrink in the US and Europe, including retail crime costs, cargo theft rates and shoplifting data. Plus, discover news about loss-prevention technologies and dive into recent commentary on shrink from Albertsons and Walgreens. Read More
Deep Dive | February 13, 2025 Databank Members Mixed Signals—Economic Optimism Continues But Consumers Feel the Strain on Personal Finances: China Consumer Survey InsightsConsumer sentiment in China has exhibited significant volatility in recent months. Dive into our new survey data to uncover how consumer expectations for their personal finances and the economy are diverging, against a backdrop of ongoing stimulus measures and new US tariffs. We also present an update on consumer behavior and shopping trends. Read More
Deep Dive | February 12, 2025 Databank Members Luxury Shopping in Focus; Sentiment Slumps Overall Amid Tariffs: US Consumer Survey InsightsWhich luxury brands are popular among US consumers? What are luxury shoppers buying? Dive into our sector-focused insights and discover how overall consumer sentiment is tracking with our new survey findings. Read More
Insight Report | February 11, 2025 Premium Earnings Insights 4Q24, Week 2: Columbia Sportswear, Mondelēz and Tapestry See Sales Growth; Clorox, Estée Lauder and PepsiCo Report DeclinesOur weekly Earnings Insights reports feature highlights from recent management commentary from major retailers. This week, there are highlights from companies that reported in the week ended February 7, 2025, including Clorox Company, PepsiCo and Tapestry, among others. Read More
