December 24, 2024 Insight Report Premium December 2024 US Retail Sales Outlook: Projecting Retail Momentum To Continue into 2025The 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 December 20, 2024.
December 23, 2024 Market Navigators/Market Outlook Premium Retail 2025: UK Retail PredictionsWhich trends will shape UK retail in 2025 and beyond? Our 2025 outlook presents six key predictions for the UK market, covering GenAI to unified commerce and more.
December 23, 2024 Market Navigators/Market Outlook Premium Retail 2025: India Retail PredictionsWe present six predictions for the retail market in India around key trends in 2025. From quick commerce to GenAI (generative artificial intelligence), discover the trends you need to stay on top of in Indian commerce.
December 22, 2024 Analyst Corner Register for Free Access Analyst Corner: Three Key Predictions for US Retail in 2025, with Anand KumarFrom retail media to the Ozempic economy, discover the impacts of key trends in US retail 2025. In this week’s Analyst Corner, Anand Kumar, Managing Director of Retail Research, presents three predictions, drawing on insights from our flagship annual report.
December 20, 2024 Market Navigators/Market Outlook Premium US and China E-Commerce—Retail 2025 Sector Outlook: Online Sales To Maintain Strong Growth MomentumDiscover directional market insights and themes to watch in online retailing in China and the US in 2025. We touch on geopolitical tensions, GenAI (generative artificial intelligence), the expansion of cross-border e-commerce retailers and livestreaming e-commerce, among other topics.
December 19, 2024 Insight Report Premium Retail Shrink and ORC: Safety Concerns Grow Among Frontline Workers; Mixed Reports on Shrink from Kroger, Nordstrom and Ulta BeautyWe present the latest developments in retail shrink in the US and the UK, including data on shoplifting and worker safety. Plus, dive into recent commentary on shrink from retailers in the US and Canada, including Kroger, Nordstrom and Ulta Beauty.
December 19, 2024 Insight Report Premium Holiday 2024: US Holiday Retail Homestretch—Retail Resilience; Temu in Top 10; Positive Traffic TrendsWe review what we have learned so far on retail demand in the US this holiday season, drawing on proprietary survey data, company reports, shopper traffic data and sector-level retail sales figures.
December 18, 2024 Insight Report Premium November 2024 US Retail Sales: Very Solid Growth Reflects Strong Black Friday and Holiday DemandIn November 2024, US retail sales (excluding gasoline and automobile sales) grew nearly 4% year over year. Using data from the US Census Bureau, we look at total growth trends and performance by sector.
December 17, 2024 Deep Dive Databank Members Holiday 2024—Festive Shoppers Increasingly Focus on Fashion and Food: US Consumer Survey InsightsWe analyze new survey findings on US consumers’ shopping behavior this holiday season. Find out what holiday shoppers are buying and where they are shopping. Plus, we assess overall consumer sentiment regarding their personal finances and the economy.
December 17, 2024 Market Navigators/Market Outlook Premium US Home and Home Improvement—Retail 2025 Sector Outlook: A Modest Recovery with a Focus on ProDiscover directional market insights and themes to watch in US home and home-improvement retailing in 2025. We touch on interest rates, home prices, expanded loyalty programs and more.
December 16, 2024 Insight Report Premium The Collapse of the Kroger-Albertsons Merger: Implications for the US Grocery and CPG MarketsEarlier this month, the $25 billion merger between Albertsons and Kroger (announced in October 2022) was blocked by two judges. With the merger now terminated, we examine the implications of its collapse across the US grocery and CPG (consumer packaged goods) sectors.
December 13, 2024 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2024, Week 50: Dollar Tree’s Expansion Spree Pushes US Store Openings Closer to 6,000Our Weekly US and UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies. This week, we highlight Dollar Tree’s major expansion, and detail other recent store announcements from major retailers. Non-store-closure news includes management changes at Five Below and J.Crew, among others.
December 13, 2024 Market Navigators/Market Outlook Premium US Drugstores—Retail 2025 Sector Outlook: Low-Single-Digit Sales Growth Amid a Focus on Cutting CostsDiscover directional market insights and themes to watch in US drugstore and pharmacy retailing in 2025. We touch on the aging US population, GLP-1 medications, retail media, private-label goods and more.
December 12, 2024 Market Navigators/Market Outlook Premium US Apparel and Footwear—Retail 2025 Sector Outlook: Low-Single-Digit Growth Expected, with E-Commerce Capturing ShareDiscover directional market insights and themes to watch in US apparel and footwear retailing in 2025. We touch on the casualization trend, GLP-1 drugs, immersive experiences, inclusive offerings and more.
December 12, 2024 Deep Dive Premium Proposed US Tariffs and Their Impacts—Price Hikes Likely, Making Diverse Supply Chains a MustDuring his campaign, US President-elect Donald Trump proposed a 60% tariff on Chinese imports and a 10%–20% tariff on all products imported from other US trading partners. We discuss the anticipated impact of the potential tariffs on both US retailers and consumers.
