Store TrackerUS Store Tracker Extra, August 2025: At Home, Claire’s and Office Depot Closures Add 4+ Million Square Feet to Total Closed Retail Space Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research September 3, 2025 Reasons to ReadIn August 2025, announced store closures by At Home, Office Depot and Claire’s Holdings pushed the total amount of retail space to close in the US this year to over 128 million square feet, Coresight Research calculates. Dive into 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. In this report, we offer insights into announced developments as of August 29, 2025. Data in this report are: Year-to-date (YTD) US store closures and openings estimates for 2025 and 2024, by retailer—total number of store closures/openings and their square-footage impact US announced store closures and openings: week-by-week data for 2025 versus the comparable period in 2024 US retail bankruptcies, 2025 vs. 2024 Companies mentioned in this report include: Ahold Delhaize, At Home, Citi Trends, Claire’s Holdings, Daiso, LEGO, Murphy USA, Netflix, Publix Super Markets, Sleep Number, Tapestry, Walmart and Williams-Sonoma. Other relevant research: More research reports on physical retail View our full collection of store tracker reports, covering the UK, the US and Canada. 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. The Retail Bankruptcies Databank details bankruptcies of US and UK retail companies, restaurants and gyms since March 2020. 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 Great Retail Reset: When Cost, Culture, and AI CollideWeekly UK Store Openings and Closures Tracker 2025, Week 41: Claire’s To Close 145 StoresConsumer Sentiment—The Big Surprise in a Week of Shocks; Plus, Apparel Shopping in Focus: US Consumer Survey InsightsAI Insights: Instacart CEO Fidji Simo To Join OpenAI as CEO of Applications
Deep DiveThe Beauty Conversion Architecture: From Discovery to Purchase—Powering Beauty Companies’ Growth in 2025 and Beyond Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research September 3, 2025 Reasons to ReadDiscover how AI, creator commerce and affordable prestige are redefining the US beauty industry in 2025. This report highlights the market’s structural shift from product proliferation to trust, personalization and seamless digital-physical integration. Gain actionable insights into the strategies that will separate winners from laggards in a highly competitive landscape. This report answers the following questions: How are AI-enabled “digital dermatologists” building consumer trust and loyalty in clean and natural beauty? What is the size of the discovery-to-conversion gap in creator commerce, and how are leading players closing it? Why has fragrance become the most resilient growth anchor in the beauty-wellness-luxury convergence? How are omnichannel strategies evolving as physical stores remain the key point of conversion? Why is “affordable prestige” reshaping mass beauty, and which companies exemplify this strategy? How are tariffs impacting supply chains, pricing and consumer behavior in the beauty industry? Data in this research report include: US beauty products market size and growth outlook through 2029 Consumer survey findings on clean beauty demand, creator commerce discovery and purchase behaviors, and fragrance usage Retailer and platform purchase conversion rates (e.g., TikTok vs. Walmart, Amazon) Fragrance penetration and consumer motivation metrics Consumer spending distribution across beauty categories Companies mentioned in this report include: Amazon, Bath & Body Works, BPerfect Cosmetics, ByteDance (TikTok), Centric, Clinique (Estée Lauder), Coty, Dior, e.l.f. Beauty, Estée Lauder, Givenchy, Kohl’s, L’Oréal, LVMH, Macy’s, Mariana Naturals, Perfect Corp., Prada, Sephora, Target, Ulta Beauty, Valentino and Walmart. 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:Holiday Bites: Toys and Games Show Resilience and AI Suitability—Data GraphicRetail Technology Show 2025: Hearing About Sustainability, Smart Fashion, QR Codes, Unified Commerce and MoreWeekly US Store Openings and Closures Tracker 2025, Week 30: Claire’s Reportedly Plans to File for BankruptcyEarnings Insights 1Q25: Wrap-Up—Growth Outpaces Declines Across Most Sectors
InfographicHoliday Shopping Starts in the Summer: Tariffs Trigger Ultra-Early Holiday Shopping in 2025—Data Graphic Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research September 2, 2025 Reasons to ReadUnderstand how tariffs are driving a surge in ultra-early holiday shopping in 2025. Read this infographic/report to discover answers to these and other questions: How many US consumers have already started holiday shopping by late August—and what’s driving this early activity? Which demographic groups are most likely to be ultra-early holiday shoppers, and what motivates their behavior? How are younger, affluent, urban, and Hispanic consumers responding to tariff pressures in their holiday planning? What are the implications of early shopping on fourth-quarter sales, and how should retailers adapt their strategies? Data in this research report include: Share of consumers who started holiday shopping by late August; demographic breakdowns of early shoppers by income, age, ethnicity, and location; consumer motivations related to tariffs. Other relevant research: US Holiday 2025: Early Outlook—Improving Signals, But Will It Last? 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:Earnings Insights 1Q25, Week 3: E-Commerce Sees Solid Results as Amazon, Coupang, Zalando and More Report Growth—InfographicWeekly US Store Openings and Closures Tracker 2025, Week 34: Car Toys Takes Year-to-Date Retail Bankruptcies Total to 24Weekly US Store Openings and Closures Tracker 2025, Week 42: 40 New Openings for Ross Stores Reflect Off-Price EncroachmentSector Focus: Beauty Retailing—Data Graphic
Deep DiveThe Sentiment Split: Optimism at the Top, Strain at the Bottom; Plus, Social Commerce Shopping in Focus—US Consumer Survey Insights Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research September 2, 2025 Reasons to ReadDiscover how US consumer sentiment and social commerce shopping trends are shifting amid economic uncertainty. Read this report to discover answers to these and other questions: How is sentiment splitting between higher- and lower-income consumers—and what does it signal for premium and value retail? What is driving the recent sharp declines in weekly consumer financial and economic sentiment? How embedded is social media in the shopping journey, and which platforms are converting interest into purchases? What categories are winning on social platforms—and why is beauty gaining ground over apparel? How are TikTok shoppers behaving differently, and what does it mean for beauty, apparel and electronics brands? Data in this research report include: Net sentiment trends across income levels; platform usage for social shopping; product categories purchased on social platforms; weekly and rolling-average data on financial and economic sentiment; retailer-specific food and nonfood purchase data. Companies mentioned in this report include: Albertsons Companies, Amazon, Costco, Dollar General, Dollar Tree, eBay, Facebook, Instagram, Kohl’s, Kroger, Macy’s, Target, The TJX Companies, TikTok, YouTube and Walmart. Other relevant research: US Holiday 2025: Early Outlook—Improving Signals, But Will It Last? 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:Weekly US and UK Store Openings and Closures Tracker 2025, Week 1: Big Lots Set to Keep Some Stores Open in 2025Canada Store Openings and Closures Tracker 2025: Best Buy, Dollarama and Loblaw Companies Lead Openings at the Start of the YearAmazon Prime Day India 2025: Preview—Capitalizing on E-Commerce Momentum; Unlocking Small-Town Potential Through Speed and ValueUS Retail Sales Outlook: Retail Sales Projections Moderate for the Holiday Quarter
Analyst CornerAnalyst Corner: Controversy Persists Around Price Gouging with Electronic Shelf Labels, with John Harmon John Harmon, CFA, Managing Director of Technology Research August 31, 2025 Reasons to ReadWelcome to Analyst Corner! Every Sunday, a member of the Coresight Research team discusses upcoming or recent research and their thoughts on interesting topics in their area of expertise. This week’s Analyst Corner discusses fear, uncertainty and doubt surrounding the use of electronic shelf labels to implement surge pricing in grocery, and considers whether those concerns are justified. Analyst Corner also highlights our key research from the past week and upcoming reports to look out for, so you don’t miss out. Other relevant research: Read previous Analyst Corner reports, including last week’s report, in which Manik Bhatia, Head of Custom Research, discussed key reasons why India is primed for a particularly blockbuster festive-sale season in 2025. RetailTech Bites: What US Consumers Think About Retail Technologies—Electronic Shelf Labels, Facial-Recognition Software, GenAI RetailTech: Electronic Shelf Labels—A Boon or Burden for Consumers? Precision Pricing in Retail: AI-Driven Pricing Decisions for 2024 and Beyond 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:Weekly US Store Openings and Closures Tracker 2025, Week 45: Bed Bath & Beyond Home Continues To Open StoresWeekly UK Store Openings and Closures Tracker 2025, Week 49: Claire’s Closes 150 Stores; Oliver Bonas To Open 20 StoresInnovator Profile: Lica World—Delivering Compelling AI-Created Video to Maximize ROASWeekly US Store Openings and Closures Tracker 2025, Week 39: Skims Continues To Expand Its Footprint
InfographicThree Data Points We’re Watching This Week, Week 35: US Home and Home-Improvement Focus John Mercer, Head of Global Research and Managing Director of Data-Driven Research August 29, 2025 Reasons to ReadOur Three Data Points We’re Watching This Week series spotlights key data points from our research. Discover selected data insights from Coresight Research. This week, US home and home-improvement in focus. Dive into the research behind these data points: High-Income Consumers’ Sentiment Soars Ahead; Plus, Home and Home-Improvement Shopping in Focus: US Consumer Survey Insights Other relevant research: The US Retail Sales Databank All graphics in the Three Data Points series This document was generated for Other research you may be interested in:Analyst Corner: US Consumer Sentiment Varies by Age and Income—Uncovering Demographic Trends, with Aditya KaushikPersonal Financial Sentiment Improves: Weekly US Consumer Sentiment, Week 19, 2025—InfographicRetail-Tech Landscape: Shoptalk US “Shark Reef” Startup Pitch, 2016–2025RetailTech: Three Technologies Landlords Can Use to Take Malls to the Next Level
Store TrackerWeekly UK Store Openings and Closures Tracker 2025, Week 35: Marks & Spencer and New Look To Close Stores Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research August 29, 2025 Reasons to ReadUnderstand the latest shifts in UK retail store networks as openings remain ahead of closures for 2025. Read this report to discover answers to these and other questions: Which retailers contributed most to the increase in store openings and closures this week—and why? Which brands are continuing to expand, despite a challenging retail environment? How do 2025 store openings and closures compare to 2024, and what are the key trends behind the year-over-year changes? Companies mentioned in this report include: Card Factory, Charles Tyrwhitt, Flooring Superstore, Guess?, Home Bargains, Majestic Wines, Marks & Spencer, New Look, Pull&Bear, Tapi Carpets, The Entertainer. Data in this report include: weekly totals of UK store closures and openings for 2025 and 2024; retailer-level breakdowns of announced versus confirmed closures/openings. Other relevant research: The full collection of Store Tracker reports, including our US-focused series The 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. The Corporate and Financial Developments Databank includes details of management changes, financial guidance updates, retail and tech layoffs and capital raised by major retail companies. The Retail Bankruptcies Databank details bankruptcies of US and UK retail companies, restaurants and gyms since March 2020. 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 2025, Week 30: Claire’s Reportedly Plans to File for BankruptcySeasonal Shopping, 3Q25—Expectations for the Fourth of July, Labor Day, Amazon Prime Day: US Consumer Survey Insights ExtraHigh Earners Drive Economic Sentiment Higher: Weekly US Consumer Sentiment, Week 35, 2025—InfographicEssential Guide to Groceryshop 2025: Harnessing AI, Shopper Insights and Retail Media to Build Future-Ready Commerce
Store TrackerWeekly US Store Openings and Closures Tracker 2025, Week 35: Netflix Heads to the Mall as Claire’s Shutters Nearly 300 Stores Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research August 29, 2025 Reasons to ReadUncover which retailers are driving the surge in US store closures—and who’s still expanding. Read this report to discover answers to these and other questions: Which retailers led this week’s spike in store closures and new openings across the US? How do 2025 store closure and opening trends compare to 2024—and what does the data reveal about retail health? Companies mentioned in this report include: Alo Yoga, Citi Trends, Claire’s Holdings, Daiso, Kujten, ME+EM, Netflix, Oakley, Pisen, Sukoshi, Williams-Sonoma Data in this report include: weekly totals of US store closures and openings for 2025 and 2024; retailer-level breakdowns of announced versus confirmed closures/openings; total store counts by retailer; total US retail bankruptcies year to date. Other relevant research: The full collection of Store Tracker reports, including our UK-focused series The 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. The Corporate and Financial Developments Databank includes details of management changes, financial guidance updates, retail and tech layoffs and capital raised by major retail companies. The Retail Bankruptcies Databank details bankruptcies of US and UK retail companies, restaurants and gyms since March 2020. 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 New AI Unicorn—Reka AI Secures $110 Million from NVIDIA and Snowflake: What You Need to KnowRetail Trends and Shopper Traffic Update, Q4: Early Findings & Strategic OutlookWeekly US Store Openings and Closures Tracker 2025, Week 42: 40 New Openings for Ross Stores Reflect Off-Price EncroachmentConsumer Sentiment Declines as Tariffs Loom: Weekly US Consumer Sentiment, Week 28, 2025—Infographic
InfographicHigh Earners Drive Economic Sentiment Higher: Weekly US Consumer Sentiment, Week 35, 2025—Infographic Coresight Research August 28, 2025 Reasons to ReadThe Weekly US Consumer Sentiment Infographic series from Coresight Research provides a one-page data graphic on US consumers’ sentiment toward personal financial prospects and economic prospects. Data in this infographic are: US consumers’ expectations for the economy overall and for their own personal financial situation over the next 12 months—the latest six months of weekly trend data Selected callouts on key changes and data points Dive into the research behind this infographic: High-Income Consumers’ Sentiment Soars Ahead; Plus, Home and Home-Improvement Shopping in Focus: US Consumer Survey Insights Other relevant research: The full US Consumer Survey Insights reports from which these graphics feature highlights The accompanying US Consumer Survey Databank All Weekly US Consumer Sentiment infographics (The series launched in early March 2025.) 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 and UK Store Openings and Closures Tracker 2025, Week 1: Big Lots Set to Keep Some Stores Open in 2025The CORE 3.0 Framework for Artificial Intelligence in RetailWeekly US Store Openings and Closures Tracker 2025, Week 15: Guess? To Close Nearly 20 StoresNRF 2025: Retail’s Big Show: Day One—Agentic AI in Focus for Nvidia; Retail Revolution for Amazon and Macy’s
Insight ReportSNAP Policy Changes and Funding Cuts: Impact on Retailers Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research August 27, 2025 Reasons to ReadUnderstand how sweeping SNAP (Supplemental Nutrition Assistance Program) policy changes will reshape retail performance, product strategy and consumer behavior. Read this report to discover answers to these and other questions: How will the $186 billion in SNAP funding cuts affect retailers that over-index with low-income consumers? What is the potential revenue loss from declining SNAP spillover spending on non-eligible items? How will state-level restrictions on SNAP-eligible foods shift in-store spending patterns across different retailer formats? What operational and compliance burdens will grocers face under new state-by-state SNAP regulations? Companies mentioned in this report include: 7-Eleven, Albertsons, BellRing Brands, Celsius Holdings, Circle K, Costco, Dollar General, Family Dollar, General Mills, Kraft Heinz, Kroger, Simply Good Foods, Sprouts Farmers Market, Trader Joe’s and Walmart. Data in this report include: Retailer share of spend among SNAP shoppers; annual federal SNAP spending by year. 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:Freeze, Flight or Fight? How Retailers Can Strategically Navigate Tariff TurmoilSector Focus: Department Stores—Data GraphicHoliday Bites: Toys and Games Show Resilience and AI Suitability—Data GraphicRetail 2025: India Retail Predictions—Midyear Trends Update
Insight ReportCEO Brief: Agentic AI—Creating a Digital Workforce to Achieve Enormous Leaps in Efficiency Charlie Poon, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research August 27, 2025 Reasons to ReadDiscover how agentic AI is reshaping the digital workforce and unlocking powerful efficiencies for retail. Read this report to discover answers to these and other questions: What is agentic AI, and how does it surpass generative AI in enabling a digital workforce? How can agentic AI transform retail operations and customer communication to deliver a first-mover advantage? What cost and ROI considerations should CEOs weigh when deciding whether to adopt agentic AI? Companies mentioned in this report include: Amazon, Blue Yonder, Cimulate AI, Manhattan Associates, Salesforce and SAP. Data in this report include: comparison of GenAI and agentic AI capabilities; benefits of early vs. late adoption of agentic AI using the CORE Framework; a decision-making flowchart to assess agentic AI deployment potential. Discover more: Dive deeper into strategies for implementing agentic AI in retail in our Playbook report. Check out the analyst video that accompanies this research: AI Research Insights: Premium Subscriber Briefing 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 Agentic AI Playbook: How to Redefine Retail with Intelligent AutonomyThe Intelligent Inventory Playbook: How to Approach Inventory ExcellenceThree Data Points We’re Watching This Week, Week 26: US Consumer Survey InsightsLower-Income Sentiment Continues to Weaken; Plus, Off-Price and Dollar Stores in Focus: US Consumer Survey Insights
Deep DiveHigh-Income Consumers’ Sentiment Soars Ahead; Plus, Home and Home-Improvement Shopping in Focus: US Consumer Survey Insights Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research August 26, 2025 Reasons to ReadDiscover how US consumer sentiment and home and home-improvement shopping trends are shifting amid economic uncertainty. Read this report to discover answers to these and other questions: How is economic sentiment trending across income groups, and what does it mean for spending power? Which retailers are gaining or losing share in the home and home-improvement categories What categories are consumers prioritizing in their recent home and DIY purchases? How should brands and retailers respond to growing consumer focus on price and convenience? What are Coresight’s forward-looking views on the home and home-improvement retail outlook for 2025? Data in this research report include: Consumer sentiment on household finances and the economy by income group; weekly and four-week rolling sentiment trends; home and home-improvement shopper penetration by retailer; home and home-improvement category purchase rates. Companies mentioned in this report include: Albertsons Companies, Amazon, Costco, Dollar General, Dollar Tree, eBay, Kohl’s, Kroger, Lowe’s, Macy’s, Target, The Home Depot, The TJX Companies, Tractor Supply Company and Walmart. Other relevant research: US Holiday 2025: Early Outlook—Improving Signals, But Will It Last? 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:Earnings Insights 2Q25: Wrap-Up—Most Companies See Sales Improvement Despite Tariff ConcernsRetail 2025: 10 AI Trends—An Inflection Point in the GenAI RevolutionThree Data Points We’re Watching This Week, Week 26: US Consumer Survey InsightsHigh-Income Consumers Drive Uptick in Financial Optimism; Inflation Awareness Down Versus Early 2025: US Consumer Survey Insights
Deep DiveRetail-Tech Landscape: Supply Chain Technology Manik Bhatia, Head of Custom Research Sector Lead: Steven Winnick, Vice President—Innovator Services August 26, 2025 Reasons to ReadDiscover how next-generation technologies are transforming retail supply chains in the face of global uncertainty. Read this report to discover answers to these and other questions: How is AI helping retailers gain real-time visibility across fragmented supply chain operations? What is Agentic AI, and how is it enabling automated, autonomous decision-making in supply chains? Companies mentioned in this report include: Afresh, AutoScheduler.ai, Flexport, FourKites, Planet FWD and 50+ other retail-tech providers across categories, such as demand forecasting, ESG and warehousing. Data in this report include: US supply chain management software market size forecasts; illustrations of AI-powered circular supply chains; and examples of sourcing strategy shifts by major retailers. Other relevant research: All our Retail-Tech Landscapes spotlighting innovators that are disrupting the retail industry 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:RetailTech: Empowering Retail’s Front Line, Creating Smarter Stores—Five Tech-Driven Strategies for Associate EnablementEarnings Insights 3Q25: Abercrombie, Best Buy, Dick’s, Kohl’s and Urban Outfitters Strengthen Sales PerformanceGlobal Luxury—Real Estate Insights: Brands Move from Tenants to Landlords, with Innovative, Experience-Rich FlagshipsThree Data Points We’re Watching This Week, Week 25: Predictive Data—Looking Ahead in US Retail
Insight ReportUS CPG Sales Tracker: CPG E-Commerce Growth Eases from Prime Day Peak; General Merchandise Decline Confirms Pull-Forward Effect Prerana P Kotian, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research August 25, 2025 Reasons to ReadUnderstand what’s behind the latest slowdown in CPG e-commerce—and what it signals for future consumer demand. Read this report to discover answers to these and other questions: What caused the deceleration in CPG e-commerce growth after the July spike? How did sales performance vary across food & beverages, health & beauty and general merchandise & homecare? Why did beauty outperform other nonfood categories despite broader discretionary weakness? What consumer behaviors are driving demand shifts in response to tariff concerns? What should we expect for CPG growth in the next period—and will pulled-forward demand create future softness? Data in this report include: e-commerce vs. in-store sales growth by department; category-level performance within food, beauty, and general merchandise; consumer sentiment on tariffs and shopping behavior. Find more research in our Food, Grocery and CPG Retail Hub. 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:Earnings Insights 1Q25, Week 4: Alibaba, Walmart and Others Report Sales Growth While Under Armour Reports Sales Decline—InfographicFinancial Confidence Reaches Five-Month High: Weekly US Consumer Sentiment, Week 26, 2025—InfographicHoliday 2025 Survey Insights: Holiday Shopping Jumps As Shutdown Impact FadesAnalyst Corner: US Consumer Sentiment Varies by Age and Income—Uncovering Demographic Trends, with Aditya Kaushik
Insight ReportRetail-Tech Landscape: MarTech Abhinav Tagore, Analyst Sector Lead: Steven Winnick, Vice President—Innovator Services August 25, 2025 Reasons to ReadUnderstand how generative AI, first-party data and stack simplification are reshaping marketing technology in retail. Read this report to discover answers to these and other questions: Which 50 companies are shaping the future of MarTech across six key technology segments? What is driving the projected $60.8 billion opportunity in the global retail MarTech market by 2026? How is generative AI transforming marketing creativity, automation, and personalization at scale? Why is first-party data becoming central to building trust and delivering high-performance campaigns? How are retailers responding to MarTech stack complexity and the need for integration? Companies mentioned in this report include: 50 global MarTech solution providers across data, content, personalization, automation, campaign optimization and media infrastructure. Data in this report include: Global retail MarTech market size and growth rate. Dive deeper into a subset of MarTech innovators in our forthcoming Innovator Matrix, which ranks MarTech vendors by market potential and level of innovation—this report publishes soon on coresight.com. Discover more technology research in our Retail Technology Hub 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 Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Innovator Profile: Shopeaks—Transforming Social Media Monetization with Personalized StorefrontsApril 2025 US Retail Sales: Growth Rate Reaches New High for 2025 Despite Economic UncertaintyFive Ways AI Is Being Used in Luxury Retailing—and What’s NextApril 2025 US Retail Sales Outlook: Lowering Near-Term Growth Projections Amid Volatility and Uncertainty
