Insight ReportUS CPG Sales Tracker: E-Commerce Growth Strengthens in December 2025, Driven by Beauty and Food; Homecare Sees Strong Recovery Prerana P Kotian, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research January 14, 2026 Reasons to ReadGain valuable insights into the latest developments shaping the US CPG market, with a focus on the robust performance of the beauty and food categories. This report dives into the e-commerce and total sales growth trends, showing how different departments are evolving and adapting to shifting consumer preferences. Read this report to discover answers to these and other questions: What has caused the recent surge in CPG e-commerce growth, and how does this figure compare with past trends? Which CPG sectors—food & beverages, health & beauty, and general merchandise & homecare—are experiencing significant growth, and which face challenges as we move into 2026? Why is the beauty category continuing to lead in growth, with both online and total sales showing strong performance despite a slowdown compared to last year? How are the general merchandise and homecare categories recovering from previous slowdowns, while health and beauty continues to outperform overall CPG growth? Data in this report include: e-commerce vs. in-store sales growth by department; category-level performance within food, beauty, and general merchandise. Other relevant research: More reports in our US CPG Sales Tracker series 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 2025: The Last Mile—Tariff-Driven Early Buying To Ease Peak Season Shipping RushInnovator Profile: Gain—Autonomous AI Employees for Smarter, Faster ProcurementUS Consumer Sentiment Amid the Energy Shock: Premium Subscriber CallInnovator Profile: BetterBasket—Optimizing Grocery Pricing with AI-Driven Insights
Deep DiveSentiment by Age—Younger Consumers Are More Optimistic but Older Consumers’ Sentiment Improves: US Consumer Survey Insights Aditya Kaushik, Analyst January 13, 2026 Reasons to ReadDiscover how US consumers are reacting to shifting economic conditions, inflation pressures and tariffs in the new year. Read this report to discover answers to these and other questions: How is consumer sentiment diverging across income and age groups—and what does this mean for premium versus value retail performance. Data in this research report include: Consumer sentiment by age, income and time; 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:Analyst Corner: How US Consumers Are Shopping for Groceries in 2026, with Sujeet NaikJune 2025 US Retail Sales: Sales Expansion Remains Resilient as Most Sectors Post Positive GrowthRetail Crime and Shrink: Lawmakers Step Up Enforcement; Retailers Double Down on Technology DeploymentsAnalyst Corner: Chinese Consumers Still Embrace International Brands—If Those Brands Deliver: Three Key Findings from a New Study, with John Harmon
Event CoverageNRF 2026: Retail’s Big Show—Day 2—Retail Running on AI, Plus The Growing Value of Private Label and Creator Content John Mercer, Head of Global Research and Managing Director of Data-Driven Research January 13, 2026 Reasons to ReadUnderstand how leading retailers are turning AI from a tool into a transformational operating system, with day two insights from NRF 2026: Retail’s Big Show. Read this report to discover answers to these and other questions: How are top retailers like Macy’s and Target using AI to drive dynamic customer experiences and AI-native operations? What frontline AI use cases are proving most scalable across store operations, HR, and associate productivity? How are private brands evolving from value-focused alternatives to engines of innovation and customer loyalty? Why are retail leaders reframing connectivity infrastructure—especially 5G—as mission-critical for store operations? How are brands leveraging creator content and digital storytelling to fuel full-funnel marketing and AI engagement? Companies mentioned in this report include: Macy’s, Target, Kroger, Tractor Supply, Lowe’s, Walmart, CVS, Columbia Sportswear, American Eagle Outfitters, H&M, Ralph Lauren, Microsoft, T-Mobile. Other relevant research: NRF 2026: Retail’s Big Show—Day 1—Everything Agentic, Plus Digital Twins, Robotics and Smart Stores All our insights on AI in retail 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:Retail Shrink and ORC: Cargo Theft Hits Record Levels in the US, Retail Crime Costs Soar in the UKFive Ways Brands and Retailers Can Use AI/ML and Shared Data to Energize End-to-End Product ManagementUS Consumer Sentiment Amid the Energy Shock: Premium Subscriber CallShoptalk Spring 2025: Day One—Creating Value Is Critical to Success; Tech-Powered Personalization Permeates Panel Discussions
Event CoverageNRF 2026: Retail’s Big Show—Day 1—Everything Agentic, Plus Digital Twins, Robotics and Smart Stores John Mercer, Head of Global Research and Managing Director of Data-Driven Research January 12, 2026 Reasons to ReadDiscover how AI and digital transformation are reshaping the retail landscape in 2026, with day one insights from NRF 2026: Retail’s Big Show. Read this report to discover answers to these and other questions: What is the next evolution of AI-driven retail, and how does it impact the shopping journey? How are industry leaders like PepsiCo, PayPal, and Wayfair approaching end-to-end digital transformation with AI? What role do partnerships play in accelerating AI adoption across retail operations? How can network connectivity, including 5G, influence the success of agentic AI in retail environments? What impact are digital twins and robotics having on physical retail spaces and in-store operations? Companies mentioned in this report include: AWS, dm-drogerie markt, Microsoft, Nvidia, PayPal, PepsiCo, Siemens, Shopify, T-Mobile, Target, The Home Depot, The Children’s Place, URBN, Walmart and Wayfair. Data in this report include: AI-driven platform growth; network connectivity statistics; operational efficiency gains through digital twins; AI adoption rates in retail. Other relevant research: All our insights on AI in retail 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:Deeper on DeepSeek and Its Potential to Radically Level the AI Playing FieldEarnings Insights 1Q25, Week 4: Alibaba, Walmart and Others Report Sales Growth While Under Armour Reports Sales Decline—InfographicDiwali’s Global Rise Is Reshaping the Retail Growth CycleHigh-Income Consumers Drive Uptick in Financial Optimism: Weekly US Consumer Sentiment, Week 22, 2025—Infographic
Event CoverageA Guide to NRF 2026 Retail’s Big Show: The Next Now—Key Insights Shaping the Future of Retail Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research January 12, 2026 Reasons to ReadThe Coresight Research team will attend NRF 2026: Retail’s Big Show in New York City, taking place during January 11–13, 2026. NRF: Retail’s Big Show is the leading event for retail professionals, bringing together top innovators, thought leaders, brands, and retailers to explore emerging trends, technologies, and strategies shaping the future of retail. Read our comprehensive guide to ensure you don’t miss out on key sessions covering AI-driven personalization, omnichannel strategies, sustainability in retail, and business model innovation. Companies mentioned in this report include: Google, Gymshark, LVMH, PepsiCo, REI, Ulta Beauty, Walmart and others. 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:AI Agents Power Cognitive Supply Chains: Insights from Blue Yonder ICON 2025 ConferenceEconomic Sentiment Turns Negative This Week: Weekly US Consumer Sentiment, Week 37, 2025—InfographicOctober 2025 US Retail Sales: Strong Start to the Holiday Quarter Despite Government Shutdown and Dwindling Consumer SentimentConsumer Sentiment Reaches Its Lowest Level; Tariff Pessimism and Inflation Awareness Increases: US Consumer Survey Insights
Analyst CornerAnalyst Corner: US Apparel and Footwear Retailing—Key Distribution Channel Shifts in 2026 Aditya Kaushik, Analyst January 11, 2026 Reasons to ReadUnderstand the key channel shifts shaping US apparel and footwear market in 2026. In this week’s Analyst Corner, we discuss the shifting dynamics across different retail formats and how channel shifts will shape the apparel and footwear landscape moving forward. 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:US Online Grocery Survey 2025: Full-Basket Orders Increase as Delivery Retains Its DominanceAmazon Prime Day 2025 Wrap-Up: US Purchase Rate Jumps as Retail Rivalry Heats Up—Exclusive Data InsightsTariffs + Consumer Sentiment: A Timeline, 2026—Data GraphicWeekly US Store Openings and Closures Tracker 2025, Week 16: 7-Eleven To Close 300+ Stores; Plus Updates on Drugstore Closures
Deep DiveRetail 2026: 10 Trends in Retail Technology John Harmon, CFA, Managing Director of Technology Research January 10, 2026 Reasons to ReadThis report will answer the following questions: How does agentic commerce change the way we shop online and offline? In what ways can agentic AI suggest options when a supply chain disruption occurs? How are AI advancements improving warehouse simulations and operations? What role do large-language models play in hyper-personalization? How can data from in-store ads be connected to customer actions through AI and sensors? What are the benefits of accurate, real-time inventory counts for retailers? How are associate mobile computers with AI and computer vision transforming retail operations? In what ways does advanced AI in kiosks prevent losses and errors? How do cloud, edge, and device computing work together to support AI-powered retail technologies? What role does data collected through sensors play in improving the omnichannel experience? Data in this research report include: The reasons shoppers cited for leaving a store without making a purchase. Companies mentioned in this report include: Advanced Micro Devices, Albertsons, Amazon, Avery Dennison, BJ’s Wholesale Club, Blue Yonder, Google, Honeywell, Kinaxis, Kroger, Manhattan Associates, NVIDIA, Qualcomm, Salesforce, Sensormatic, Shopify, Target, Walmart, Zebra Technologies This report is made available to non-subscribers of Coresight Research through its sponsorship by Intel. Other relevant research: 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:Shoptalk Spring 2025 “Shark Reef” Startup Pitch: Recap—12 Innovators, Two WinnersRetail 2025: 10 AI Trends—An Inflection Point in the GenAI RevolutionHigh-Income Consumers Turn Optimistic About Economy: Weekly US Consumer Sentiment, Week 18, 2025—InfographicIntroducing the New Tech 25 for ’25: Retail-Tech Companies To Watch
Event CoverageCES 2026: The Keynotes—AI Everywhere: In Factories, Wearables, and Industrial and Consumer Products John Harmon, CFA, Managing Director of Technology Research January 9, 2026 Reasons to ReadDiscover how CES 2026 is setting the stage for the next wave of AI-powered innovation across industries. Read this report to discover answers to these and other questions: What breakthroughs did NVIDIA’s Vera Rubin chipset bring to AI performance? How is AMD enabling “AI Everywhere” and what does that mean for consumers and businesses? What role does Qualcomm foresee for agentic AI devices like smartwatches and mobile phones? How is Siemens’ digital twin technology improving factory operations and chip production? What new AI-powered products were introduced by Lenovo and Caterpillar at CES 2026? Companies mentioned in this report include: NVIDIA, AMD, Qualcomm, Siemens, Lenovo, Caterpillar 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:Groceryshop 2025 Day Four: AI and Data Are Driving Shopper Journeys and Unified OrganizationsEconomic Sentiment Hits A Two-Month Low: US Consumer Survey InsightsAnalyst Corner: How Fast Will Agentic Commerce Scale? Three Gauges to Watch, with Charlie PoonInnovator Profile: BetterBasket—Optimizing Grocery Pricing with AI-Driven Insights
Store TrackerWeekly UK Store Openings and Closures Tracker 2026, Week 1: Claire’s, LK Bennett and The Original Factory Shop File for Administration Risheek Dandekeri Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research January 9, 2026 Reasons to ReadKeep updated on the latest trends in the UK retail sector, where the number of new store openings is outpacing closures in 2026 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 2026 compare to 2025, and what are the key trends driving the year on year changes? Which retailers lead UK store opening and closure in 2026? Companies mentioned in this report include: Alo Yoga, Antler, Bellamianta, B&M, Bershka, Cardzone, Crew Clothing, Deichmann, Dreams, Fabletics, Footasylum, Frasers Group Plc, Free People, Garage, Greggs, H & M, Holland & Barrett, Home Bargains, Iceland, IKEA, JD Sports Fashion, Jo Malone, Jollyes, Jolly’s, KENJI, Kookaï, Lefties, Lego, Mango, Marks & Spencer, Morrisons, New Look, Oliver Bonas, Primark, Quiz, R.M.Williams, River Island, Rodd & Gunn, Sainsbury’s, Saint+Sofia, Screwfix, Sephora, Skims, Sosandar, Stradivarius, Superdry, Tesco, The Entertainer, The Food Warehouse, The Original Factory Shop, The Works, Uniqlo, Waitrose, White Company, Wilko. 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:Canada Store Openings and Closures Tracker 2025: Bankrupt Hudson’s Bay Company Takes Total Closures Ahead of OpeningsApparel and Footwear Shopping in Focus—Amazon and Walmart Lead; NIKE Ranks as Top Brand: US Consumer Survey InsightsHoliday Shopping Starts in the Summer: Tariffs Trigger Ultra-Early Holiday Shopping in 2025—Data GraphicThree Data Points We’re Watching: Will Stock Market Volatility Impact US Consumer Spending?
Store TrackerWeekly US Store Openings and Closures Tracker 2026, Week 1: Retailers Announce More Than 1,000 Store Openings for 2026 Risheek Dandekeri Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research January 9, 2026 Reasons to ReadDiscover which retailers are contributing to the surge in US store openings in 2026, and which ones continue to close stores. Read this report to discover answers to these and other questions: Which retailers have led the way in the most recent store closures and openings throughout the US? How do the trends in store closures and openings in 2026 compare to those in 2025, and what insights can be drawn from these patterns? Which retailers lead US store opening and closure in 2026? Companies mentioned in this report include: 7‑Eleven, Abercrombie & Fitch Co., Aerie, Aldi, American Signature Furniture, Aritzia, Barnes & Noble, Bass Pro Shops, BJ’s Wholesale Club, Blue Elephant, Boot Barn, Buc‑ee’s, Burlington Stores, Casey’s, Destination XL Group, Dillard’s, Dollar General, Dollar Tree, Five Below, Guess?, H&M Hennes & Mauritz AB, Hästens, Haverty Furniture, Hermès, IKEA, J.Jill, Jack & Jones, JCPenney, JD Sports, Jessica McCormack, L.L.Bean, Macy’s, Miss A, Natural Grocers, Nordstrom, Ocean State Job Lot, Olive Young, Ollie’s Bargain Outlet, Pacsun, REI, Renys, Saks Off 5th, Salomon, Scheels, Snow Peak, T&T Supermarket, The Buckle, The Kroger Co., Tilly’s, Torrid, Tractor Supply Company, The TJX Companies, Inc., Ulta Beauty, Uniqlo, Urban Outfitters, Vallarta Supermarkets, Victoria’s Secret, Walgreens Boots Alliance, Wayfair, WH Smith and Zara. Data in this report include: weekly totals of US store closures and openings for 2026 and 2025; 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:Three Data Points We’re Watching This Week, Week 29: US Holiday, Back to School and Prime DayThree Data Points We’re Watching This Week, Week 19: China and US Consumer Sentiment in FocusHead-to-Head in US Warehouse Club Retailing: Costco vs. Sam’s ClubHoliday 2024: US Retail Wrap-Up—Apparel and Amazon Dominate Spending
Deep DiveRetail 2026: 10 Trends Driving Retail Media Madhav Pitaliya, AnalystSujeet Naik, Analyst Sector Lead: Steven Winnick, Vice President—Innovator Services January 9, 2026 Reasons to ReadUnlock the future of retail media with insights into the global market, projected to grow at a 14.0% year-over-year pace through 2026. Dive into 10 game-changing trends that are shaping the future of advertising. How are RMNs expanding beyond sales incrementality to support brand-building with AI-driven campaigns? Why is in-store media becoming a game-changer for marketing strategies? How is CTV transforming retail media with shoppable features and closed-loop measurement? How is AI optimizing ad formats, targeting and workflow automation? How are retailers using first-party data to gain a competitive edge in a privacy-first environment? How can retailers and brands improve performance by integrating marketing, sales and technology teams? Companies mentioned in this report include: Amazon, Best Buy, Frasers Group, Kroger, Rockbot, Ulta Beauty and Walmart. This report is sponsored by Rockbot, a leader in in-store media solutions that empowers businesses with audio, digital signage, retail promotions and more. 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:Amazon Bids to Acquire TikTok—What It Means for US E-CommercePositive Sentiment Trend Comes to an End; Kohl’s Leads in Department Store Shopping: US Consumer Survey InsightsInnovator Profile: GrocerAI—Delivering Fast, Personalized Grocery Baskets with Agentic AIConsumer Optimism Softens Ahead of Golden Week: China Consumer Survey Insights
Deep DiveUnlocking Success in Retail Merchandise Planning To Drive Sales and Profitability Manik Bhatia, Head of Custom Research Sector Lead: Steven Winnick, Vice President—Innovator Services January 9, 2026 Reasons to ReadReady to drive sales and profitability with smarter, more agile retail planning? This report unveils how Merchandise Financial Planning (MFP) software can optimize inventory, enhance customer-centric assortments, and improve financial performance. Learn why it’s a must-have tool for modern retail businesses navigating economic uncertainty and rapidly shifting consumer behaviors. Discover how AI-powered MFP solutions can elevate your planning strategy with cutting-edge machine learning algorithms, boosting forecast accuracy, streamlining workflow, and even enhancing personalization—but are you tapping into its full potential? Below are the key reasons to read this research: Unlock Financial Benefits: 65% of retailers cite improved financial performance with MFP software, yielding an average 6% increase in gross sales and 1.1 percentage points in margin expansion. This solution is proven to create immediate ROI—up to 300%-400% within just one year. Tackle MFP Execution Challenges: 49% of retailers struggle with lack of real-time data, which leads to inventory mismatches and poor decision-making. This report highlights the critical role of data centralization in overcoming these obstacles and driving faster, more informed decisions. Enhance Forecast Accuracy with AI: Learn how AI and machine learning can transform your merchandise planning. From predictive analytics to scenario planning, AI can unlock advanced capabilities and enhance your supply chain resilience. Learn Practical Strategies to Optimize MFP: Find out how to build agile data architectures, improve collaboration across functions, and leverage AI for dynamic adjustments, keeping your business relevant and responsive to market shifts. Seize the Market Opportunity: The global MFP software market is growing fast, expected to reach $5.8 billion by 2030 with a CAGR of 9.1%. Stay ahead of the curve by adopting the right tools that optimize your financial and merchandising plans. This report is made available to non-subscribers of Coresight Research through its sponsorship by Board, an enterprise retail planning platform. Other relevant research: Video: Unlocking Success in Retail Merchandise Planning To Drive Sales and Profitability 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: Navigating the “SaaSpocalypse,” with John HarmonOnline Shopping in Focus—Amazon Dominates E-Commerce Competition: US Consumer Survey InsightsSeasonal Shopping, 2Q26—Expectations for Memorial Day, Mother’s Day, Father’s Day; Plus, Holiday 2026 Plans: US Consumer Survey Insights Extra2026 Sector Outlook: US Grocery Retailing—Volume Growth To Remain Constrained amid Cautious Consumer Spending
Deep Dive2026 Retail Predictions: China—Five Pillars for Moderate Growth Amid a Tough Environment Charlie Poon, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research January 8, 2026 Reasons to ReadDiscover five pillars shaping China’s retail landscape in 2026—from policy-driven consumption and AI innovation to instant retail, experiential formats and RaaS-fueled revenue diversification. This report is part of our global 2026 Retail Predictions series. Read this report to discover answers to these and other questions: How will policy-backed trade-in and subsidy programs support moderate but resilient retail sales growth in 2026 and beyond? How will GenAI and agentic AI, including Alibaba’s Qwen and AI shopping assistants, transform customer journeys, personalization and operational efficiency across Chinese retail ecosystems? How are experiential, service-led formats like Pangdonglai’s high-service supermarkets reshaping the role of physical stores amid rising vacancy rates and new space in cities such as Guangzhou, Chengdu and Hangzhou? How will intensified competition in instant retail, last-mile delivery and logistics automation—including the deployment of humanoid robots like UBTech’s Walker S2—impact margins, speed and consumer convenience? How are AI-driven advertising, retail media and RaaS creating high-margin revenue pools as China’s ad market grows and instant retail expands from about ¥1 trillion to more than ¥2 trillion by 2030? Data in this research report include: China total retail sales forecasts through 2029; outcomes from the 2025 national trade-in program; usage and adoption metrics for Alibaba’s Qwen and AI shopping assistants; retail property vacancy and new supply indicators; robotics deployment and order data; and projections for China’s ad market and instant retail market size through 2030. Companies mentioned in this report include: Alibaba Group, JD.com, Meituan, Pangdonglai, UBTech and Walmart China/Sam’s Club. Other relevant research: Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on retail technology, AI and automation. The China Retail Sales Databank brings together retail sales data to help you understand the trajectory of retail in China and is updated monthly. The Market Sizes Databank offers an overview of key retail markets and sectors, including forward projections for China’s retail and e-commerce segments. 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:Seasonal Shopping, 1Q26—Expectations for Valentine’s Day and Presidents’ Day: US Consumer Survey Insights ExtraHoliday 2025 Survey Insights: Dollar Stores and Temu Break into the Top Five RetailersLower-Income Sentiment Continues to Weaken; Plus, Off-Price and Dollar Stores in Focus: US Consumer Survey InsightsSector Focus: Beauty Retailing—Data Graphic
Deep DiveConsumer Sentiment Largely Holds Steady in December After November Highs: China Consumer Survey Insights Madhav Pitaliya, Analyst January 8, 2026 Reasons to ReadThe Coresight Research monthly China Consumer Survey Insights series takes a regular temperature check on Chinese consumers’ behaviors and sentiment, based on exclusive proprietary survey data. In this research report, we present findings from our latest weekly surveys, with the most recent undertaken on December 29, 2025. We spotlight developments in consumer sentiment on the economic and financial outlooks. Read this report to discover answers to these key questions: How has consumer sentiment in China evolved in December, and what do recent peaks in optimism indicate about consumer expectations for the upcoming retail season? What role did Singles’ Day play in shaping short-term optimism, and how do the post-event dips reflect evolving consumer confidence? What are the key consumer behaviors and purchase trends observed in the weeks leading up to and after Singles’ Day? Data in this research report includes: Consumers’ expectations for economic conditions and personal finances over the next 12 months, showing how optimism has evolved. Changes in personal financial situations compared to 12 months ago, shedding light on shifts in consumer wealth perceptions. Consumer activities over the past two weeks, highlighting engagement levels and emerging trends. Purchasing behaviors, with insights into what consumers are buying in-store and online during the survey period. Other relevant research: Read the full series of China Consumer Survey Insights The Coresight Research China Retail Sales Databank brings together retail sales data to help you understand the trajectory of retail in China. Interested in more consumer survey analysis? Check out our US Consumer Survey Insights series. 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 InsightsConsumers Pull Back—Sentiment Sinks as Gas Prices Crowd Out Services: US Consumer Survey InsightsRetail 2025: UK Retail Predictions—Midyear Trends UpdateUS CPG Sales Tracker: E-Commerce Sales Surge, Outpacing In-Store Growth
Deep DivePowering Next-Gen Retail Stores with Advanced Network Connectivity Manik Bhatia, Head of Custom Research Sector Lead: Steven Winnick, Vice President—Innovator Services January 8, 2026 Reasons to ReadUnlock the future of retail with the latest insights into how advanced network connectivity is revolutionizing store operations. AI-driven, connected, and autonomous retail environments are no longer just a vision—they’re a reality, and this report will show you how to stay ahead. Discover how weak or outdated networks are holding back your sales, profitability, and customer experience, and why upgrading to cutting-edge technologies like 5G SA can unlock the next level of performance. Below are the key reasons to read this research: Uncover the Real Impact: See how network connectivity challenges (like high latency and insufficient bandwidth) are directly impacting your core business functions—inventory management, retail media, and even customer management—costing retailers an average 5.8% of sales. Learn How 5G Can Power Your Future: Get the scoop on why 5G SA (Standalone), though still underutilized, is the key to scalable AI applications, unified shopper experiences, and boosted staff productivity—a game-changer for modern retail. Maximize ROI on Your Tech Investments: Retailers are pouring money into AI, IoT, and store intelligence technologies. This report shows you why investing in strong network connectivity is the foundation for ensuring these technologies perform at peak efficiency and drive fast return on investment. Overcome the Connectivity Crisis: With 87% of retailers facing interruptions in real-time data collection due to network outages, this report highlights how a modernized network will strengthen your ability to gather critical insights, streamline inventory, dynamic pricing, and enhance the customer journey. This report is made available to non-subscribers of Coresight Research through its sponsorship by T-Mobile. 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:Reinventing Store Checkout: Minimizing Friction to Drive Business GrowthRetail Trends and Shopper Traffic Update, Q3: Early Findings & Strategic OutlookIntroducing the New Tech 25 for ’25: Retail-Tech Companies To Watch—InfographicWeekly UK Store Openings and Closures Tracker 2025, Week 42: Store Closures Exceed 1,000
