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 Premium 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
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 Premium 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
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
Insight Report | February 10, 2025 Premium US CPG Sales Tracker: Homecare and Health Dominate at the Start of 2025In partnership with Circana, we present data-driven insights into sales trends in the US CPG industry as of late January 2025, covering food & beverage, health & beauty, and general merchandise & homecare. Read More
Deep Dive | February 10, 2025 Premium New Tariffs, New Challenges: How US Trade Policies Could Impact Prices and ProfitsWhat are the implications of the new tariffs implemented by US President Trump, and what measures can retail companies take to lessen their impact? Coresight Research dives into the latest on the tariffs and their impact. Read More
Analyst Corner | February 9, 2025 Register for Free Access Analyst Corner—DeepSeek Opens the Door for AI Democratization: The AI Opportunity, with Charlie PoonIn this week’s Analyst Corner, Charlie Poon, Analyst, discusses the emergence of Chinese AI (artificial intelligence) startup DeepSeek, and its impact on the AI opportunity. Read More
Store Tracker | February 7, 2025 Premium Weekly US and UK Store Openings and Closures Tracker 2025, Week 6: Bargain Hunt and Liberated Brands To Close About 200 StoresOur Weekly US and UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies. This week, we highlight bankruptcy-led closures by Bargain Hunt and Liberated Brands, as well as developments from other major retailers. Non-store-closure news includes the appointment of a new Operating Division President at Raley’s. Read More
Deep Dive | February 6, 2025 Premium Seasonal Shopping, 1Q25—Expectations for Valentine’s Day and Presidents’ Day: US Consumer Survey Insights ExtraWill US consumers spend on key events in the first quarter this year? This month’s US Consumer Survey Insights Extra—Seasonal Shopping report analyzes consumer expectations for Valentine’s Day and Presidents’ Day, as well as for the end-of-year holiday season. Read More
Insight Report | February 6, 2025 Premium Earnings Insights 4Q24, Week 1: Levi Strauss, P&G, Walgreens and Others Post Sales Growth, While Burberry and Kimberly-Clark 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 January 31, 2025, including Albertsons, Procter & Gamble and Tractor Supply Company, among others. Read More
Store Tracker | February 5, 2025 Premium US Store Tracker Extra, January 2025: 50+ Million Square Feet of Retail Space Slated To Close This YearAnnouncements by Big Lots, Macy’s and Party City at the start of the year have pushed planned total closed retail space for 2025 to over 50 million square feet, Coresight Research estimates. Discover US retailers’ latest store closure and opening announcements, as well as the square-footage impacts of these developments. Read More
Deep Dive | February 4, 2025 Premium Online Shopping in Focus—Amazon Dominates E-Commerce Competition: US Consumer Survey InsightsWhich e-commerce retailers and marketplaces are popular? What are online shoppers buying? Dive into our sector-focused insights, and discover how overall consumer sentiment is tracking with our new survey findings. Read More
