Insight Report | April 4, 2025 Premium Amazon Bids to Acquire TikTok—What It Means for US E-CommerceOn April 3, 2025, e-commerce giant Amazon reportedly submitted a bid to acquire TikTok from its Chinese parent company, ByteDance. We examine the implications of the bid and the potential impact of a successful deal on the US e-commerce sector. Read More
Deep Dive | April 3, 2025 Premium 4Q24 Earnings Season Wrap-Up: Widespread Positive Sales Growth Recorded This QuarterWe analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies mostly based in the US) in the fourth quarter of 2024, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes. Read More
Store Tracker | April 2, 2025 Databank Members US Store Tracker Extra, March 2025: US Total Closed Retail Space Exceeds 100 Million Square FeetIn 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. Read More
Deep Dive | April 2, 2025 Databank Members Consumer Sentiment Stabilizes… for Now; Plus, Inflation Awareness Rises: US Consumer Survey InsightsWhat are US consumers’ perceptions of inflation, and how are they changing their spending habits as a result? We analyze new survey findings on consumers’ inflation-combating strategies when shopping for food and nonfood products. We also present an update on consumer sentiment. Read More
Insight Report | April 1, 2025 Premium Dollar Tree To Divest Family Dollar: Here’s What It Means—Consumer + Real Estate Data AnalysisWe offer our take on the sale of the Family Dollar business by Dollar Tree, Inc., which was announced on March 26, 2025. Discover the key factors in Dollar Tree’s integration struggles with Family Dollar and what the acquisition agreement means for Dollar Tree, Family Dollar and other retailers. Read More
Deep Dive | April 1, 2025 Databank Members Seasonal Shopping, 2Q25—Expectations for Easter, Memorial Day, Mother’s Day, Father’s Day; Plus, Holiday 2025 Plans: US Consumer Survey Insights ExtraWill US consumers celebrate or spend on key events in the second quarter this year? This month’s US Consumer Survey Insights Extra—Seasonal Shopping report analyzes consumer expectations for Easter, Memorial Day, Mother’s Day and Father’s Day, as well as for the end-of-year holiday season. Read More
Store Tracker | March 28, 2025 Databank Members Weekly US Store Openings and Closures Tracker 2025, Week 13: Dollar Tree and Five Below Drive Store OpeningsOur Weekly US Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the US. This week, we highlight discount-store developments—namely, store openings by Five Below and Dollar Tree, Inc., as well as the sale of Family Dollar. Non-store-closure news includes The Container Store’s CEO stepping down. Read More
Infographic | March 28, 2025 Free Report Three Data Points We’re Watching This Week, Week 13: Dollar Tree, Inc. To Sell Family DollarDiscover key data points we are watching in week 13 of 2025. This week, amid the news that Dollar Tree is selling the Family Dollar business, we offer proprietary US consumer survey data on shopper penetration rates at these dollar stores. Read More
Deep Dive | March 25, 2025 Databank Members Consumer Sentiment Steadies; Plus, Off-Price and Dollar-Store Shopping in Focus: US Consumer Survey InsightsDive into our survey-driven insights on off-price and dollar-store shopping in the US to uncover shopping rates, popular retailers and the most bought categories. Plus, we continue to track consumer sentiment, with new data this week revealing an end to the decline in financial expectations. Read More
Insight Report | March 24, 2025 Premium March 2025 US Retail Sales Outlook: Lowering Our Retail Growth Projections in an Uncertain ContextThe 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. Read More
Store Tracker | March 21, 2025 Databank Members Weekly US Store Openings and Closures Tracker 2025, Week 12: Forever 21 To Close All Stores; Dollar General Announces Major Store Expansion PlanOur Weekly US Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the US. This week, we highlight two major announcements: Forever 21’s decision to close all of its stores in the US and Dollar General’s plan to expand by 500+ stores. Non-store-closure news includes the CFO of Vince Holding stepping down. Read More
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 YearThe 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. Read More
Event Coverage | March 20, 2025 Free Report Connected TV’s Opportunities and Growing Pains: 10 Insights from CTV Connect 2025CTV Connect 2025 unearthed insights from Amazon, Disney, Netflix and more on the opportunities and challenges presented by connected TV. Read our report to discover 10 key takeaways from the event. Read More
Deep Dive | March 19, 2025 Databank Members Consumer Sentiment Falls Further After Stock-Market Sell-Off; Plus, Social Commerce in Focus: US Consumer Survey InsightsWe analyze new survey findings on consumers’ economic and financial outlooks, in total and by income group. Plus, we spotlight social commerce, revealing which social media platforms are popular for shopping and which product categories are bought at the highest rates. Read More
Infographic | March 19, 2025 Free Report Earnings Insights 4Q24, Week 7: Costco, Inditex and Puma Lead with Solid Fourth-Quarter Growth—InfographicDiscover 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. Read More
