Research DigestInsights Video: Exclusive Insights from CES 2024 and NRF 2024: Retail’s Big Show—Premium Subscriber Call John Harmon, CFA, Managing Director of Technology Research February 2, 2024 Reasons to ReadThis Insights Video is an on-demand replay of our early-February 2024 Premium Subscriber Call. What did you miss at CES and NRF 2024: Retail’s Big Show? Sunny Zheng, Senior Analyst at Coresight Research, and John Harmon, Managing Director of Technology Research at Coresight Research, present exclusive insights, exploring top tech and retail trends from AI to transformative business models to sustainability. Other relevant research: CES 2024 Wrap-Up: Top 10 Tech Takeaways—AI Creates a Buzz NRF 2024: Retail’s Big Show Wrap-Up—Leveraging Tech To Evolve the Retail Experience and Improve Efficiency Key Retail-Tech Themes at NRF 2024: Retail’s Big Show—Partnerships, GenAI, RFID and Sustainability Introducing the New “Tech 25”: Retail-Tech Companies To Watch in 2024 All Coresight Research coverage of generative AI in retail Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. For more exclusive insights and interactive discussion with our expert analysts, look out for our next Premium Subscriber Call! Not a subscriber? Learn more about subscriptions here. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Weekly US Store Openings and Closures Tracker 2026, Week 16: Walmart Announces Store Opening PlanSeasonal Shopping, 2Q26—Expectations for Memorial Day, Mother’s Day, Father’s Day; Plus, Holiday 2026 Plans: US Consumer Survey Insights ExtraWeekly US Store Openings and Closures Tracker 2026, Week 24: West Marine Plans 59 Closures After Chapter 11 FilingWeekly UK Store Openings and Closures Tracker 2025, Week 52: Nearly 1,100 UK Stores Shut Their Doors in 2025
InfographicThree Data Points We’re Watching This Week John Mercer, Head of Global Research and Managing Director of Data-Driven Research February 2, 2024 Reasons to ReadOur Three Data Points We’re Watching This Week series spotlights key data points from this week’s research. This week, we highlight leading indicators of US retail sales, proprietary survey data on US consumer sentiment and insights from NRF 2024. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Store Tracker Extra: UK Store Openings and Closures 2024 Review and 2025 Outlook—InfographicAnalyst Corner: Agentic AI Will Change Shopping and Selling, with John HarmonWeekly US Store Openings and Closures Tracker 2026, Week 4: Amazon To Close All Amazon Fresh Stores as Total Closures Surge by 1,000Amazon Bids to Acquire TikTok—What It Means for US E-Commerce
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2024, Week 5: Walmart Announces US Expansion Aaron Mark Dsouza, Data Analyst February 2, 2024 Reasons to ReadOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. Data in this research report include: 2024 week-by-week comparisons of announced store closures and openings in the US and the UK 2023 week-by-week comparisons of announced store closures and openings in the US and the UK 2024 major US and UK store closures and openings 2024 major US and UK retail bankruptcies 2023 major US and UK retail bankruptcies Companies mentioned in this research report include: Walmart, WHSmith Other relevant research: Weekly US and UK Store Openings and Closures Tracker 2024, Week 4: Macy’s To Close Five Stores The full collection of Weekly US and UK Store Openings and Closures Tracker reports Complementing our weekly reports, the Coresight Research US and UK Store Tracker Databank is the definitive resource for information on store openings and closures by sector in the US and UK retail industries. For the US, the Databank includes store openings and closures from 2012 to 2024 year to date (YTD); for the UK, data span 2017 to 2024 YTD. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:2026 Sector Outlook: US Drugstore Retailing—Strong Volume Growth amid Margin PressureHoliday 2025: Navigating Social Commerce—Top Strategies for Maximizing Engagement This Holiday Season4Q24 Earnings Season Wrap-Up: Which Companies Missed, Beat and Fell in Line with Expectations?—InfographicSteadiness Continues: Weekly US Consumer Sentiment, Week 15, 2025—Infographic
Event CoverageKey Retail-Tech Themes at NRF 2024: Retail’s Big Show—Partnerships, GenAI, RFID and Sustainability John Harmon, CFA, Managing Director of Technology Research February 1, 2024 Reasons to ReadCoresight Research attended NRF 2024: Retail’s Big Show in New York City, hosted by the National Retail Federation. During NRF 2024: Retail’s Big Show, Coresight Research attended several meetings with companies featured in the recently updated Tech 25, our focus list of retail-technology companies to watch, as well as various other technology providers. We present retail tech-related highlights and themes from all three days of the conference, covering technology partnerships, GenAI, new developments in RFID (radio-frequency identification) technology and sustainability. Companies mentioned in this report include: Adobe, Amazon, Avery Dennison, Honeywell, HP, IBM, Manhattan Associates, Microsoft, NielsenIQ, Salesforce, SAP, Zebra Technologies Other relevant research: Our Premium Subscriber Call offered exclusive insights from CES and NRF 2024. NRF 2024: Retail’s Big Show Wrap-Up—Leveraging Tech To Evolve the Retail Experience and Improve Efficiency Insights from day one, day two and day three of NRF 2024 Introducing the New “Tech 25”: Retail-Tech Companies To Watch in 2024 Retail 2024: US E-Commerce Technology Trends—Generative AI, Retail Media and Other Revenue-Generating Opportunities To Transform the Online Landscape Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:High-Income Consumers Drive Uptick in Financial Optimism: Weekly US Consumer Sentiment, Week 22, 2025—InfographicUS Beauty: What’s Driving E-Commerce Growth?July 2025 US Retail Sales Outlook: Projecting 3+% Growth To Continue Amid Mixed Economic SignalsUS Forecast To See Multibillion-Dollar Hit from Falling International Visitor Spend: Another Retail Headwind
Event CoverageCES 2024 Wrap-Up: Top 10 Tech Takeaways—AI Creates a Buzz John Harmon, CFA, Managing Director of Technology Research February 1, 2024 Reasons to ReadThe Coresight Research team attended CES (formerly the Consumer Electronics Show), hosted by the Consumer Technology Association (CTA) in Las Vegas in mid-January 2024. We wrap-up our coverage of the event with our top 10 tech takeaways, highlighting that AI is capturing attention in multiple fields of application, from beauty to home appliances to grocery retail. We also discuss sustainability, inclusivity and more. Companies mentioned in this report include: Alibaba, Dentsu, EssilorLuxottica, HD Hyundai, LG, L’Oréal, Meta, Nvidia, Panasonic, Qualcomm, Siemens, Walmart Other relevant research: Our Premium Subscriber Call offered more exclusive insights from CES and NRF 2024. More on CES 2024: event preview, pre-conference insights, customer-centric innovation, cool tech on display and the tech trends set to reshape retail in 2024 Read more of our reports on generative AI Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:4Q24 Earnings Season Wrap-Up: Widespread Positive Sales Growth Recorded This QuarterAI in Retail: What’s Now and What’s Next—Premium Subscriber Call, November 2025Shoptalk Spring 2025: Day Three—Community Building, Earning Loyalty and Enhancing Search Are Top of MindAnalyst Corner: Learnings from Earnings, and Holiday-Season Insights, with John Mercer
Event CoverageNRF 2024: Retail’s Big Show Wrap-Up—Leveraging Tech To Evolve the Retail Experience and Improve Efficiency Sunny Zheng, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research February 1, 2024 Reasons to ReadThe Coresight Research team attended NRF 2024: Retail’s Big Show in New York City, which ran January 13–16, 2024. NRF is an annual conference hosted by the National Retail Federation that brings together retail technology innovators, industry experts, brands and retailers to participate in panel discussions, present on key topics in retail and showcase their solutions. The event helps businesses navigate the evolving retail landscape by exploring the latest business models, advanced technologies and consumer behaviors. In this wrap-up report, we present insights from all three days of NRF 2024: Retail’s Big Show, covering consumer-centric strategies, the use of AI (artificial intelligence) and generative AI (GenAI), workforce management investments, and opportunities around marketplaces and sustainability, among other topics. Companies mentioned in this report include: Amazon, H-E-B, HSN, Mars, McFadyen Digital, Michaels, Moët Hennessy, NielsenIQ, P.F. Chang’s, PVH, Roku, Salesforce, Shein, Target, Temu, Workday Other relevant research: Our Premium Subscriber Call offered exclusive insights from CES and NRF 2024. Key Retail-Tech Themes at NRF 2024: Retail’s Big Show—Partnerships, GenAI, RFID and Sustainability Insights from day one, day two and day three of NRF 2024 More event coverage from Coresight Research More reports on supply chain, sustainability and retail technology Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Research Preview: Agentic Commerce—Retail Moves to Product Visibility and Checkout on ChatGPTAmazon Apparel US Consumer Survey 2025: New Shoppers, Deeper Loyalty—InfographicHoliday Bites: US Holiday Travelers Plan To Spend Less—Data GraphicAnalyst Corner: Constrained Consumers Could Soon “Get to the Goods” Again—Evolving In-Store Loss Prevention, with John Harmon
Deep DiveNavigating Digital Transformation: Optimizing Retail Operations Amid Margin Pressure Manik Bhatia, Head of Cobranded Research Sector Lead: Steven Winnick, Vice President—Innovator Services January 30, 2024 Reasons to ReadThe retail landscape is undergoing a significant transformation, driven by the unpredictable economic environment and shifting consumer preferences—given these turbulent and unprecedented times, understanding and effectively managing costs and margins has become more crucial than ever. In this report, we delve into the strategies and challenges of cost and margin management in the retail sector via the lens of digital transformation technologies. We examine the current state of the retail industry, focusing on how digital technologies such as financial planning software, workforce management tools, and artificial intelligence and machine learning applications can address the pressing issues of cost control and margin optimization. Our analysis is based on a Coresight Research survey of key decision-makers at medium-sized to enterprise retailers globally. This report is produced and made available to non-subscribers of Coresight Research in partnership with Workday, a leading cloud-based financial and human capital management software platform. Data in this research report include: Estimated global workforce management software market size, 2023–2027E Proprietary survey data on costs that retail businesses found most difficult to control and the unexpected costs they encountered over the past 12 months Survey data on the challenges retail companies faced when making their operations adaptive to a fast-changing environment and when managing staff in times of fluctuating demand Survey data on the technology solutions retail companies are using to manage their costs and margins and the effectiveness of those solutions Other relevant research: Workday is featured in the Coresight Research Tech 25, our focus list of retail-technology companies to watch. Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. More coverage of emerging technology More Innovator Research from Coresight Research Non-subscribers can access the report by completing the form on this page. The report will arrive in your inbox upon completion of the form. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Unlocking Success: The Pathway to Profitability for US Brands and RetailersMay 2025 US Retail Sales Outlook: Projecting 3% Growth Amid Low Sentiment and Front-Loaded PurchasesConsumer Sentiment Peaks Ahead of Singles’ Day—Then Stabilizes: China Consumer Survey InsightsUnilever’s Exit from Food Pitches It Head to Head with Procter & Gamble in HPC
Deep DiveConsumers Shift Spending Toward Essential Categories: US Consumer Survey Insights Aditya Kaushik, Analyst January 30, 2024 Reasons to ReadThe Coresight Research weekly US Consumer Survey Insights series takes a regular temperature check on US consumers’ behaviors and sentiment, based on exclusive proprietary survey data. In this report, our latest findings are from a survey conducted on January 22, 2024. Data in this research report are our latest proprietary survey findings on: Activities that consumers have done in the past two weeks What consumers have bought in-store and online in the last two weeks Where consumers have bought food and nonfood products from in the last two weeks Consumers’ expectations for the economy overall and for their own personal financial situation Companies mentioned in this research report include: Aldi, Amazon, Albertsons, Ahold Delhaize, Costco, Dollar General, Dollar Tree/Family Dollar, Kohl’s, Kroger, Macy’s, Target, Walmart Other relevant research: Read the full series of US Consumer Survey Insights reports The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Analyst Corner: Three Themes Transforming US Apparel and Footwear Retail in 2025, with Anand KumarAmazon Prime Day 2025 Evolves into a Retail Ecosystem: Five Insights on a Transforming Midyear Sales SeasonWeekly US Store Openings and Closures Tracker 2026, Week 24: West Marine Plans 59 Closures After Chapter 11 FilingAmazon Prime Day India 2025: Wrap-Up—Biggest-Ever Prime Day Spurs Tier 2 and Tier 3 Markets’ Growth and Premium Buys
Deep DiveRetail-Tech Landscape—Food Technology Vijay Doijad, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research January 29, 2024 Reasons to ReadThe food technology (food tech) industry, at the crossroads of culinary traditions and technology, is experiencing transformative shifts. We present selected technology providers globally that are offering food-tech solutions for grocery retail, covering supply chain, e-commerce, food waste, fulfillment, in-store technology and more. Most of the companies featured in this Retail-Tech Landscape participated in the FMI (Food Management Institute) Midwinter Executive Conference 2024. Companies mentioned in this report include: Amoobi, Afresh Technologies, Avery Dennison, Blue Yonder CMX1, DoorDash, Digital Wave Technology, Focal Systems, Google, Grocery Shopii, Impact Analytics, Instacart, Invafresh, Ocado Group, RELEX Solutions, Shipt (Target), Takeoff Technologies, Trax Retail Other relevant research: More research on food waste in grocery retail Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles. What’s Next for the Food Industry?: Insights Presented at the FMI Midwinter Executive Conference 2024 All our Retail-Tech Landscapes spotlighting innovators that are disrupting the retail industry Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Purchase this report. Buy Now This document was generated for Other research you may be interested in:Introducing the New Tech 25 for ’25: Retail-Tech Companies To WatchWeekly UK Store Openings and Closures Tracker 2026, Week 15: Lidl To Open StoresMarket Outlook: US Foodservice—Growth To Improve Amid Value-Focused InitiativesSaving $4.5 Billion as “Client Zero”: Insights from the IBM “AI at Scale” Conference—From Potential to Performance
Insight ReportJanuary 2024 Leading Indicators of US Retail Sales: Higher Inflation Hints at Weakened Retail Sales To Start the Year Madhav Pitaliya, Analyst January 29, 2024 Reasons to ReadThe monthly Coresight Research Leading Indicators of US Retail Sales series tracks several major macroeconomic indicators and their likely effect on US retail sales. This report analyzes the latest available data as of January 24, 2024. Data in this research report include: Proprietary Coresight Research projections for retail sales growth by month for the next 12 months US actual retail sales versus model predicted sales US unemployment rate and labor force participation rate US average hourly wages for all private-sector employees US annualized real disposable income per capita Other relevant research: December 2023 Leading Indicators of US Retail Sales: The Picture Heading Into 2024 The Coresight Research US Retail Sales Databank Click here to view our full collection of monthly reports Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Sector Focus: E-Commerce Retailers and Marketplaces—Data GraphicRetailTech: AI in Digital Commerce—GenAI Supercharges Retail to Provide a Seamless Shopping JourneyUnlocking Success: The Pathway to Profitability for US Brands and RetailersConsumer Sentiment Largely Holds Steady in December After November Highs: China Consumer Survey Insights
Analyst CornerWeinswig’s Weekly: Fashion Retail’s Resilience in the Holiday Season John Mercer, Head of Global Research and Managing Director of Data-Driven Research January 28, 2024 Reasons to ReadEach report in the Weinswig’s Weekly series reflects on a topical theme in retail. We also highlight our key research from the past week and upcoming reports to look out for, so you don’t miss out. This week’s note, “From the Desk of Deborah Weinswig,” discusses one theme from our research on the shape and scale of performance in retail during the holiday peak: the resilience of the apparel sector. Other relevant research: Holiday 2023: US Retail Wrap-Up More research on US holiday retail The Coresight Research US Holiday Retail 2023 Databank tracks key retail metrics for the holiday season. US Apparel and Footwear—Retail 2024 Sector Outlook Visit the Coresight Research Fashion and Luxury Hub to explore sector data, reports and company profiles. Five Forces and Five Trends Impacting US Retail in 2024 Stay tuned to the Retaili$tic podcast for weekly retail insights and inspiration. Read previous Weinswig’s Weekly reports, including last week’s, which discussed the evolving market for pet products and services in China. Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for Other research you may be interested in:World Retail Congress 2025 Insights: Consensus on Tariffs Floor, AI Risks in Adaptive Apparel, Smart Scaling in FocusConsumer Sentiment Stabilizes; Tariffs Pessimism Intensifies; Trading Down Persists: US Consumer Survey InsightsConsumer Sentiment—The Big Surprise in a Week of Shocks; Plus, Apparel Shopping in Focus: US Consumer Survey InsightsWeekly US Store Openings and Closures Tracker 2025, Week 35: Netflix Heads to the Mall as Claire’s Shutters Nearly 300 Stores
Insight ReportCompeting with E-Commerce Giants Through 2030: The Future of Malls—Part 3 Swarooprani Muralidhar, Director of Research January 26, 2024 Reasons to ReadThe three-part The Future of Malls series from Coresight Research provides quantitative predictions and an analysis of sector dynamics for US malls—which we define as indoor, covered shopping centers—through 2030, including emerging opportunities, evolving retailer behavior and new trends in construction and mall space usage. In this third and final report, we look at the ways in which malls will compete with e-commerce companies throughout the current decade. Companies mentioned in this report are: Brookfield, Macerich, Simon Property Group (including Taubman Centers) Other relevant research: Read parts one and two of The Future of Malls series—and look out for our comprehensive ebook compiling our research, which will publish soon. The State of the American Mall: Competitive, Attractive and Here To Stay Copley Place and Prudential Center—Demonstrating the Potential of Urban Mixed-Use Malls Read more coverage of the real estate sector and physical retail. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:The Intelligent Inventory Playbook: How to Approach Inventory ExcellenceShoptalk Fall 2025 Wrap-Up: Driving Retail Forward—AI, Agility, Loyalty and Leadership in Volatile TimesEconomic Sentiment Declines Significantly: Weekly US Consumer Sentiment, Week 43, 2025—Data GraphicWeekly UK Store Openings and Closures Tracker 2026, Week 19: Home Bargains To Open Stores
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2024, Week 4: Macy’s To Close Five Stores Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research January 26, 2024 Reasons to ReadOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. Data in this research report include: 2024 week-by-week comparisons of announced store closures and openings in the US and the UK 2023 week-by-week comparisons of announced store closures and openings in the US and the UK 2024 major US and UK store closures and openings 2024 major US and UK retail bankruptcies 2023 major US and UK retail bankruptcies Companies mentioned in this research report include: CVS Health, Macy’s, Zara Other relevant research: Weekly US and UK Store Openings and Closures Tracker 2024, Week 3: Greggs To Open 140 Stores in the UK The full collection of Weekly US and UK Store Openings and Closures Tracker reports Complementing our weekly reports, the Coresight Research US and UK Store Tracker Databank is the definitive resource for information on store openings and closures by sector in the US and UK retail industries. For the US, the Databank includes store openings and closures from 2012 to 2024 year to date (YTD); for the UK, data span 2017 to 2024 YTD. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Agentic Commerce: What Retailers Need to Know for Holiday 2025 and to Succeed in 2026—Premium Subscriber Call, October 2025Consumer Sentiment Reaches Its Lowest Level; Tariff Pessimism and Inflation Awareness Increases: US Consumer Survey InsightsUS Store Tracker Extra, July 2025: 127 Million Square Feet of Retail Space To Close, Outpacing Openings by 60%Three Data Points We’re Watching This Week, Week 21: US Retail and Consumer Developments
InfographicThree Data Points We’re Watching This Week John Mercer, Head of Global Research and Managing Director of Data-Driven Research January 26, 2024 Reasons to ReadOur Three Data Points We’re Watching This Week series spotlights key data points from this week’s research. This week, we highlight retail and foodservices sales growth in China during the Lunar New Year period, December UK retail sales growth and inflation’s impact on US consumers’ shopping behaviors. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Weekly UK Store Openings and Closures Tracker 2025, Week 26: River Island To Close 30+ StoresEarnings Insights 1Q25, Week 3: E-Commerce Sees Solid Results as Amazon, Coupang, Zalando and More Report Growth—InfographicWeekly UK Store Openings and Closures Tracker 2026, Week 3: Asda and Dunelm Open StoresBlack Friday 2025 Around the World: Global Retail Observations
Insight ReportHoliday 2023: UK Retail Wrap-Up—December Downturn Unlikely To Herald Renewed Retrenchment John Mercer, Head of Global Research and Managing Director of Data-Driven Research January 25, 2024 Reasons to ReadThe UK holiday season is all wrapped-up! We offer our conclusions from peak-season trading: dive into retail sales data and retailers’ trading updates from the fourth quarter of 2023. In addition to assessing recently reported metrics, we present our view on the UK consumer economy and look ahead to the prospects for UK retail in 2024. Data in this research report include: UK retail sales growth over the past 15 months 2024 holiday-quarter UK retail sales growth by sector—nominal and real Major UK grocery and nonfood retailers’ sales results for holiday 2023 vs. holiday 2022 Companies mentioned in this report include: Aldi, Asda, ASOS, B&M, B&Q, Boohoo Group, Currys, Dunelm, Home Bargains, J. Sainsbury, Marks and Spencer, Next, Poundland, Primark, Shein, Tesco, Temu, The Very Group Other relevant research: Retail 2024: Five Forces and Five Trends Shaping UK Retail US and UK Store Tracker Extra: Store Openings and Closures 2023 Review and 2024 Outlook The Coresight Research UK Retail Sales Databank brings together retail sales data to help you understand the trajectory of UK retail. Holiday 2023: US Retail Wrap-Up—Strong Performance in E-Commerce and Clothing Sectors Drives Growth Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Purchase this report. Buy Now This document was generated for Other research you may be interested in:What You Need to Know About US Tariffs and Consumers’ and Retailers’ Reactions—April 2025 UpdateHershey 2026 Investor Day: The “One Hershey” Plan to Win Across SnacksUS Apparel & Footwear Retailing—Themes, Concepts and Innovators: AI, Value, GLP-1 and More To Drive Apparel TransformationUS Store Tracker Extra, November 2025: Burlington Stores Takes Total Opened Retail Space to 88 Million Square Feet