InfographicAldi vs. Lidl US Store Openings: Mapping Retail Real Estate Changes with the Store Intelligence Platform—Data Graphic John Mercer, Head of Global Research and Managing Director of Data-Driven Research December 9, 2025 Reasons to ReadDive into the details of Aldi’s and Lidl’s US store openings in 2025, with this data graphic. This graphic features exclusive real estate data the new Store Intelligence Platform from Coresight Research. Discover answers to these and other questions: How does Aldi’s store growth in 2025 compare to Lidl’s, and where are these discounters focusing their expansion efforts? What is the current footprint of Aldi and Lidl stores? How does the Store Intelligence Platform work, and what makes it different from other tools tracking retail real estate? Companies mentioned in this report include: Aldi, Lidl Data in this report include: Aldi and Lidl store openings by state; active store counts by state Other relevant research: The full report from which these data are taken. Store Tracker reports, including our UK-focused series The US and UK Store Tracker Databank, for information on store openings and closures by sector in the US and UK retail industries. Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles. 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 GraphicHead-to-Head in Global Luxury Retailing: Kering vs. LVMHAnalyst Corner: All Things Tech at Shoptalk Spring 2025 with John HarmonSector Focus: Discount Stores—Data Graphic
Market Navigators/Market OutlookUS Drugstore and Pharmacy Retailing: Market Forecast and Competitive Landscape—The Pharmacy Shakeout Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research December 9, 2025 Reasons to ReadUncover how shifting market dynamics, economic headwinds and consumer trends are reshaping US drugstore and pharmacy retail. Read this report to discover answers to these and other questions: What is the 2025 growth outlook for the US drugstore and pharmacy market—and which segments are driving it? Which retailers are gaining and losing market share in the evolving drugstore and pharmacy landscape? Which are the top-performing retailers and brands and how are non-specialists and marketplace leader Amazon changing the game? What macro and demographic forces—from inflation to aging consumers—are influencing demand, pricing and relevance in the sector? Companies mentioned in this report include: Albertsons Companies, Amazon, CVS Health, Costco, Dollar General, Dollar Tree, Family Dollar, Health Mart, Kroger, McKesson, Publix, Rite Aid, Walgreens and Walmart. Data in this report include: total market size and segment forecasts through 2029; e-commerce penetration trends; store counts and traffic data by retailer; operating margins by retailer; and results from Coresight’s July 2025 US consumer drugstore and pharmacy survey. 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:Weekly US Store Openings and Closures Tracker 2025, Week 46: Boll & Branch Nearly Doubles Its Store CountResilience Now: Turn Tariff Uncertainty into Opportunity Using AIRetail-Tech Landscape: MarTechAnalyst Corner: What’s Happening in Beauty Retail?—Analyzing Mixed Performance and Success Strategies with Madhav Pitaliya
Deep DiveAgentic Commerce—How Should Retailers Leverage GEO to Maximize AI-Engine Visibility? Charlie Poon, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research December 8, 2025 Reasons to ReadStep into the future of retail with the transformative power of AI-driven commerce. In this report, we reveal how the shift from traditional SEO to Generative Engine Optimization (GEO) is reshaping the retail landscape. As AI shopping agents and agentic commerce emerge as dominant forces, understanding the strategies that will keep your brand visible and competitive is crucial. Explore the full potential of GEO and agentic commerce by reading this report and answering these key questions: How can retailers optimize product listings to align with AI-driven platforms like ChatGPT, Gemini, and Perplexity? Why is the shift from SEO to GEO essential for staying relevant in the AI-powered shopping era? How do AI shopping agents prioritize structured, human-readable data, and what steps can you take to ensure your products are featured? What is the role of earned media in driving visibility, and how can you leverage third-party reviews and expert coverage to boost your brand’s AI search ranking? How can you adapt content for each stage of the consumer journey, from awareness to retention, to increase conversions and reduce drop-off? Data in this research report include/are: insights on AI’s impact on product visibility, the importance of structured data, comparison between SEO and GEO, and earned media’s role in AI-driven shopping Companies mentioned in this report include/are: ChatGPT, Google, OpenAI, Perplexity and various retailers adapting to AI-powered commerce. Unlock the strategies that will revolutionize your brand’s approach to AI-driven visibility and consumer engagement! Other relevant research: Agentic Commerce: How Retailers Can Make Their Products Discoverable and Shoppable for 800 Million ChatGPT Users Agentic Commerce: How Retailers Can Employ OpenAI’s Agentic Commerce Protocol To Unleash a True AI Shopping Agent 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:US Grocery Retailing—Real Estate Insights: Value and Specialty Grocers Drive Polarized ExpansionThree Data Points We’re Watching This Week, Week 28: US Retail and Consumer LatestShoptalk Fall 2025 Wrap-Up: Driving Retail Forward—AI, Agility, Loyalty and Leadership in Volatile TimesWeekly UK Store Openings and Closures Tracker 2025, Week 21: Greggs Drives Store Closures—And Openings
Market Navigators/Market OutlookUS Drugstore and Pharmacy Retailing: Themes, Concepts and Innovators—Rightsizing for Relevance; Smaller Footprints for a Bigger Impact Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research December 8, 2025 Reasons to ReadUnderstand how drugstores and pharmacies are transforming retail through scale, innovation and value-driven strategies. Read this report to discover answers to these and other questions: How are drugstores and pharmacies driving structural shifts in US retail—and what non-specialist pharmacies rise mean for major drugstore chains? What demographic and technological forces are reshaping the future of drugstores and pharmacies and how will their business models evolve? Why Walgreens went private and Rite Aid closed down and what strategic pivots drugstores and pharmacies making to gain market share and customer loyalty? What challenges lie ahead for drugstores and pharmacies and how might big box players like Amazon and Walmart impact major drugstore chains path forward? Companies mentioned in this report include: Albertsons Companies, Amazon, CVS Health, Costco, Dollar General, Dollar Tree, Family Dollar, Fillogic, Kroger, Persado, Publix, Rite Aid, Walgreens, Walmart. Data in this report include: Private-label volume share by channel, top private label retailers, retail media market size and growth projections. 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:Analyst Corner: Three Technologies Driving the Future of US Retail, with Anand KumarAnalyst Corner: Europe Maintains Its Leadership in Retail-as-a-Service, by John Mercer2026 Sector Outlooks: EbookFinancial Sentiment Turns Positive Ahead of Rate Cut: US Consumer Survey Insights
Analyst CornerAnalyst Corner: Five Key Insights from US Black Friday 2025 and What They Mean for the Rest of Holiday 2025, with Anand Kumar Anand Kumar, Associate Director of Research December 7, 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. We spotlight five standout insights from Black Friday 2025 that provide meaningful signals for the balance of the holiday 2025 season. 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:Financial Confidence Improves: Weekly US Consumer Sentiment, Week 25, 2025—InfographicUnlock the Untapped Potential of AI-Powered MarTech: Coresight Research Premium Subscriber Call, April 2025US Online Grocery Survey 2025: Full-Basket Orders Increase as Delivery Retains Its Dominance—InfographicAnalyst Corner: The Labubu Craze—Revealing How Gens Z and Alpha Are Redefining Retail, with Charlie Poon
Store TrackerWeekly UK Store Openings and Closures Tracker 2025, Week 49: Claire’s Closes 150 Stores; Oliver Bonas To Open 20 Stores Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research December 5, 2025 Reasons to ReadKeep updated on the latest trends in the UK retail sector, where the number of new store openings is still outpacing closures in 2025. Read this report to discover answers to these and other questions: Which retailers have been responsible for the rise in openings and closures this week, and what factors are influencing these decisions? How do the store openings and closures in 2025 compare to 2024, and what are the key trends driving the year‑on‑year changes? Companies mentioned in this report include: Claire’s, Crocs, Dr. Martens, Iceland, Miniso, Next, Oliver Bonas, Pop Mart, Poundstretcher, Quiz, Seasalt Cornwall, Superdrug, The Entertainer, Wax London and White Stuff. 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:Inside India’s Flourishing Men’s Skincare Market—Masstige Growth, Celebrity Influence and Tech InnovationUS Retail Sales Outlook: Retail Sales Projections Moderate for the Holiday QuarterRetail Crime and Shrink: US Shoppers Concerned About Theft Pushing Up Prices; Shoplifting Surges to Record Levels in EnglandEarnings Insights 1Q25, Week 6: Costco Wholesale, Deckers Outdoor and Ulta Beauty Report Growth While Department Stores Face Challenges—Infographic
Store TrackerWeekly US Store Openings and Closures Tracker 2025, Week 49: Claire’s Closes 146 More Stores Than Announced Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research December 5, 2025 Reasons to ReadFind out which retailers are driving the increase in US store closures in 2025 and which ones are still growing their presence. Read this report to discover answers to these and other questions: Which retailers have been at the forefront of the most recent store closures and openings across the US? How do the trends in store closures and openings in 2025 compare to those in 2024, and what insights can be drawn from these patterns? Companies mentioned in this report include: American Eagle Outfitters, Bandai Namco, Claire’s, PARIS/64 and Signet Jewelers 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:Personal Financial Sentiment Improves Significantly: Weekly US Consumer Sentiment, Week 49, 2025—Data GraphicAnalyst Corner: Three Technologies Driving the Future of US Retail, with Anand KumarWeekly US Store Openings and Closures Tracker 2025, Week 44: Carter’s To Close 150 StoresWeekly UK Store Openings and Closures Tracker 2025, Week 30: Marks & Spencer Opens Airside Food Stores
Insight ReportUS Retail Sales Outlook: Our Retail Growth Outlook Score Strengthens, Slightly Madhav Pitaliya, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research December 4, 2025 Reasons to ReadUnderstand how resilient retail sales are shaping up amid uncertainty around tariffs, inflation and consumer sentiment. Discover proprietary, ML-driven retail sales growth projections as we enter to the holiday quarter. Read this report to discover answers to these and other questions: What retail sales growth is forecasted through the rest of 2025 and into 2026, and what are the key drivers behind the projections? How is the labor market, particularly labor force participation, influencing retail demand? In what ways are shifts in disposable income, savings and consumer sentiment impacting spending? What are the key upside and downside scenarios shaping the retail sector outlook for the holiday season ahead? Data in this report include: US retail sales forecasts; model-predicted vs. actual retail growth; labor force, wage, and inflation metrics; consumer sentiment and disposable income trends; housing market data. Alongside this report, you can access the data behind key charts and tables in the Excel download above. Other relevant research: Coresight Research’s monthly reports keep you up to date on retail sales (in total and by sector) and key consumer indicators in the US. All our coverage of tariffs The US Retail Sales Databank features retail sales values and year-over-year growth, in total and by sector, by year and by month. This Databank is updated monthly. The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. Our Weekly US Consumer Sentiment infographic series complements our survey reports with selected findings on consumers’ financial and economic expectations each week. 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: US Grocery Real Estate—The Great Divide in 2025, with Sujeet NaikLuxury Shopping in Focus; Sentiment Slumps Overall Amid Tariffs: US Consumer Survey InsightsThe State of AI: What’s Possible, What’s Theoretical and What It All Means for RetailWeekly US Store Openings and Closures Tracker 2025, Week 44: Carter’s To Close 150 Stores
InfographicPersonal Financial Sentiment Improves Significantly: Weekly US Consumer Sentiment, Week 49, 2025—Data Graphic Coresight Research December 4, 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 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:Sector Focus: Beauty Retailing—Data GraphicWeekly US and UK Store Openings and Closures Tracker 2025, Week 6: Bargain Hunt and Liberated Brands To Close About 200 StoresWeekly US Store Openings and Closures Tracker 2025, Week 49: Claire’s Closes 146 More Stores Than AnnouncedAnalyst Corner: Constrained Consumers Could Soon “Get to the Goods” Again—Evolving In-Store Loss Prevention, with John Harmon
Store TrackerUS Store Tracker Extra, November 2025: Burlington Stores Takes Total Opened Retail Space to 88 Million Square Feet Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research December 3, 2025 Reasons to ReadDive into US retailers’ latest store closure and opening announcements, as well as the square-footage impacts of these developments and retailers’ location types, with our monthly US Store Tracker Extra series. In this report, we offer insights into announced developments as of November 26, 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: Alimentation Couche-Tard, Bath & Body Works, Belk, Boll & Branch, Burlington Stores, Charles Tyrwhitt, Cloudsteppers, CU, Dick’s Sporting Goods, Dr. Martens, Fabletics, FIGS, Frank & Eileen, Grocery Outlet, Havertys, Helzberg Diamonds, IKEA, Ahold Delhaize, LEGO, Longines, Lugano Diamonds, lululemon Athletica, Murphy USA, Muji, Natural Grocers, Pisen, Pop Mart, Saks Fifth Avenue, Seasalt Cornwall, Silbon, Tapestry, The Brand House Collective, The Buckle, The Card Vault, The Gap, The North Face, Vessi, Williams-Sonoma, Zara. Other relevant research: 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:Weekly UK Store Openings and Closures Tracker 2025, Week 40: Claire’s UK Bought Out of BankruptcyEconomic Sentiment Remains Under Pressure; Plus, Apparel Shopping in Focus: US Consumer Survey InsightsAnalyst Corner: From Models to Markets—The Accelerating Shift Toward AI Applications, with Charlie PoonJanuary 2026 US Retail Sales Outlook: Projecting More Than 3% Growth as Retail Outlook Score Improves
Deep DiveBlack Friday 2025 Around the World: Global Retail Observations John Mercer, Head of Global Research and Managing Director of Data-Driven Research December 3, 2025 Reasons to ReadExplore our global team’s observations on retail participation in Black Friday 2025. We cover observations on in-store and online retailer activity, including store visits in the UK and India. In total our coverage spans Hong Kong, India and the UK. What kind of shopper traffic did we observe at major names such as Foot Locker, H&M, Urban Outfitters and Zara in the UK? And how did UK promotions compare to last year? What kind of deals did retailers offer across categories like apparel, beauty and footwear? How did quick-commerce players in India lean into Black Friday this year? What Black Friday-adjacent promotions such as an “Arigato Festival” and Pink Friday did retailers offer? . This report complements our US store-visit reports: Black Friday 2025: Key Insights from US Stores—Solid Shopper Demand, Some True Doorbusters and Greater Omnichannel Integration US Black Friday 2025: Early Read—Early-Morning Footfall Points to a Selective Return of the Black Friday Store Energy 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:Luxury Shopping in Focus; Sentiment Slumps Overall Amid Tariffs: US Consumer Survey InsightsHead-to-Head in US Department Stores: Kohl’s vs. Macy’sRetail 2026: 10 Trends Driving Retail Media2026 Sector Outlook: US Grocery Retailing—Volume Growth To Remain Constrained amid Cautious Consumer Spending
Deep DiveHoliday 2025 Survey Insights: Shopping Ramps Up Ahead of Black Friday Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research December 3, 2025 Reasons to ReadDiscover how tariffs and inflation driven shifts in sentiment and behavior are shaping the mid weeks of the 2025 holiday shopping season. Read this report to discover answers to these and other questions: What early signals are we seeing in holiday shopping behaviors and which retailers are winning early-season share? Where are consumers shopping for holiday products and how are discount and convenience players performing? What product categories are leading early holiday purchases, and what role is inflation playing in consumer choices? Data in this research report include: Holiday purchase rates; top retailers for holiday shopping and holiday categories. Companies mentioned in this report include: Albertsons Companies, Amazon, Best Buy, Costco, Dollar Tree, eBay, Etsy, Family Dollar, Five Below, Gamestop, Home Depot, Hobby Lobby, JCPenney, Kohl’s, Kroger, Lowe’s, Macy’s, Old Navy, Ross Stores, Sam’s Cub, Sephora, Target, Temu, The TJX Companies, Ulta and Walmart. Other relevant research: US Holiday 2025: Consumer Survey and Retail Outlook—From Social To Smart: AI Becomes the New Driver of Holiday Discovery and Value Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. All Coresight Research coverage of US holiday 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:2026 Sector Outlook: US CPG—Volume Growth, GLP-1 Influence and Digital Acceleration To Drive CPG GrowthFinancial Confidence Stabilizes: Weekly US Consumer Sentiment, Week 42, 2025—Data GraphicAnalyst Corner: Three Themes Transforming US Apparel and Footwear Retail in 2025, with Anand KumarThe Agentic AI Playbook: Insights Presented by Deborah Weinswig at NRF 2025: Retail’s Big Show APAC
Deep DiveFinancial Sentiment Recovers; Tariff Pessimism Improves; Inflationary Trade-Down Persists: US Consumer Survey Insights Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research December 3, 2025 Reasons to ReadDiscover how US consumers are reacting to shifting economic conditions, inflation pressures and tariffs in the holiday season. Read this report to discover answers to these and other questions: How is consumer sentiment diverging across income groups—and what does this mean for premium versus value retail performance. How Federal Government Shutdown impacting consumers’ financially and their holiday plans? To what extent are shoppers still concerned about tariffs and how are those concerns reshaping spending habits? Which categories are seeing pull-forward demand and where might retailers expect softness later in the year? How entrenched is trading down and what specific inflation-related behaviors are dominating in food and nonfood purchases? Data in this research report include: Consumer sentiment by income and time, impact of Federal Government Shutdown on consumers; consumer tariff concerns and behavioral responses; shopping changes due to inflation; and retailer and category-level shopping data; and retailer and category-level shopping data. Other relevant research: 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:Sector Focus: E-Commerce Retailers and Marketplaces—Data Graphic2026 Sector Outlook: US Grocery Retailing—Volume Growth To Remain Constrained amid Cautious Consumer SpendingThree Data Points We’re Watching: Will Stock Market Volatility Impact US Consumer Spending?Weekly US Store Openings and Closures Tracker 2026, Week 7: Aritzia and Trader Joe’s Announces Store Openings
Deep DiveBlack Friday 2025: Key Insights from US Stores—Solid Shopper Demand, Some True Doorbusters and Greater Omnichannel Integration Anand Kumar, Associate Director of Research December 1, 2025 Reasons to ReadUncover which retailers won and lost on Black Friday 2025—and why operational execution made all the difference. Read this report to discover answers to these and other questions: How did Black Friday 2025 promotions differ from past years, and which retailers moved away from traditional “doorbusters”? Which retailers drew the strongest in-store traffic, and how did wait times and shopper flow compare across banners? What role did inventory availability play in conversion, and which retailers maintained fully stocked shelves? How did omnichannel and in-store technology enhance service and efficiency during peak hours? In what ways did stores act as fulfillment hubs, and which retailers excelled at BOPIS and other pickup services? Companies mentioned in this report include: Abercrombie & Fitch, Adidas, American Eagle Outfitters, Aritzia, Bath & Body Works, Best Buy, Burlington, Crocs, Dick’s Sporting Goods, Gap, Home Depot, Kohl’s, Lululemon Athletica, Macy’s, Nordstrom, PacSun, Pandora, Ralph Lauren, Sephora, Skechers, Target, TJX Companies, Ulta Beauty, Uniqlo, Unsubscribed, Urban Outfitters, Vans, Walmart and Zara. Data in this report include: depth and breadth of in-store promotions; product availability and inventory levels; shopper traffic and wait times; store environment, customer service and merchandising; use of omnichannel fulfillment and in-store technology. Other relevant research: Holiday 2025: Holiday 2025: US Consumer Survey and Retail Outlook—From Social to Smart: AI Becomes the New Driver of Holiday Discovery and Value All our coverage of US holiday retail, including our Holiday Bites series of infographics 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:Kroger and Instacart Expand Partnership To Advance Agentic Shopping and Accelerate Delivery EfficiencyHead-to-Head in US Department Stores: Kohl’s vs. Macy’sThe CORE Framework for Artificial Intelligence in RetailInnovator Profile: MUSE Inc.—Transforming Retail Operations with Intelligent Store Robots
Insight ReportAldi vs. Lidl US Store Openings: Mapping Retail Real Estate Changes with the Store Intelligence Platform John Mercer, Head of Global Research and Managing Director of Data-Driven Research December 1, 2025 Reasons to ReadDive into the details of Aldi’s and Lidl’s US store openings in 2025, with exclusive real estate data from the new Store Intelligence Platform from Coresight Research. Read this report to discover answers to these and other questions: How does Aldi’s store growth in 2025 compare to Lidl’s, and where are these discounters focusing their expansion efforts? What is the current footprint of Aldi and Lidl stores, and how concentrated are they in specific states? How does the Store Intelligence Platform work, and what makes it different from other tools tracking retail real estate? Companies mentioned in this report include: Aldi, Lidl, Harveys Supermarket, Winn-Dixie, Grocery Outlet, Publix, Kroger and Walmart. Data in this report include: Aldi and Lidl store openings by state and month; store density by population; active store counts by state; platform-based views of openings, closures, and store saturation. Other relevant research: Store Tracker reports, including our UK-focused series The US and UK Store Tracker Databank, for information on store openings and closures by sector in the US and UK retail industries. 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:Luxury Shopping in Focus; Sentiment Slumps Overall Amid Tariffs: US Consumer Survey InsightsWeekly UK Store Openings and Closures Tracker 2025, Week 53: Nearly 1,550 Stores Opened in 2025Earnings Insights 4Q24, Week 4: Birkenstock, Hermès, Sprouts and More Post Double-Digit Growth—InfographicUS CPG Sales Tracker: E-Commerce Growth Strengthens in December 2025, Driven by Beauty and Food; Homecare Sees Strong Recovery