Deep DiveChina Singles’ Day 2025 Insights: Participation Rises but Spending Becomes More Selective Amid Tariffs, Value-Seeking and Platform Shifts Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research December 1, 2025 Reasons to ReadDiscover how shifting consumer priorities, AI innovation, and instant commerce are reshaping the Singles’ Day shopping event. Read this report to discover answers to these and other questions: How is participation in Singles’ Day evolving, and why are consumers spending more selectively despite rising engagement? What promotional strategies are driving conversion—and which platforms are closing (or missing) the gap between discovery and purchase? In what ways are tariffs and economic sentiment influencing purchase timing, product choices, and overall consumer caution? How are leading platforms like Tmall, JD.com and Douyin using AI to personalize shopping and streamline operations? Why is instant commerce now a defining factor in Singles’ Day success, and how are retailers adapting to meet one-hour delivery expectations? Companies mentioned in this report include: Alibaba (Taobao, Tmall, Ele.me), JD.com, ByteDance (Douyin), Kuaishou, Pinduoduo, Dewu, Missguided, Esprit, Gome, Suning, WeChat, Xiaohongshu. Data in this report include: Singles’ Day GMV by platform type; consumer participation rates; changes in spending and product quantity; category-level purchase trends; platform-specific discovery vs. conversion gaps; tariff impact on spending; shopper behavior segmentation; sentiment and economic optimism trends. 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:Innovator Profile: RateRunners—Platform providing visibility and reconciliation for parcel shipping costsFinancial Confidence Improves but Tariffs and Inflation Impact Shopping Behavior: US Consumer Survey InsightsIntroducing the New Tech 25 for ’25: Retail-Tech Companies To Watch—InfographicWeekly US Store Openings and Closures Tracker 2025, Week 40: Toys“R”Us Continues To Expand
Analyst CornerAnalyst Corner: Agentic Commerce Is Progressing at Warp Speed, with John Harmon John Harmon, CFA, Managing Director of Technology Research November 30, 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 the acceleration of agentic commerce announcements prior to the last month of the 2025 shopping season, as well as analyzing several options for retailers and brands to make their products discoverable by popular AI chatbots. Other relevant research: AI in Retail: What’s Now and What’s Next—Premium Subscriber Call, November 2025 and accompanying presentation slides. 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. 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:AI Insights: Instacart CEO Fidji Simo To Join OpenAI as CEO of ApplicationsSector Focus: Luxury Shopping—Data GraphicAldi vs. Lidl US Store Openings: Mapping Retail Real Estate Changes with the Store Intelligence Platform—Data GraphicAmazon Prime Day India 2025: Wrap-Up—Biggest-Ever Prime Day Spurs Tier 2 and Tier 3 Markets’ Growth and Premium Buys
Deep DiveUS Black Friday 2025: Early Read—Early-Morning Footfall Points to a Selective Return of the Black Friday Store Energy Anand Kumar, Associate Director of Research November 28, 2025 Reasons to ReadDiscover how Black Friday 2025 is reshaping in-store shopping amid a changing consumer and retail landscape. Read this report to discover answers to these and other questions: Which retailers successfully reignited early Black Friday store traffic—and which fell flat? How did promotional strategies differ across retailers, and what drove shopper urgency? Were shelves well-stocked and ready for the early rush—and where were the gaps? Which retailers used omnichannel and tech capabilities to their advantage this Black Friday? How did in-store environments and staffing levels shape the overall shopper experience? Companies mentioned in this report include: Abercrombie & Fitch, Adidas, Aritzia, Bath & Body Works, Best Buy, Kohl’s, Lululemon, Ralph Lauren, Sephora, TJ Maxx (TJX Companies), Uniqlo (Fast Retailing), Walmart, Zara (Inditex), and Target. Data in this report include: in-store foot traffic trends; promotional strategies and discount depth; inventory availability and stock levels; omnichannel fulfillment activity; and staffing and customer service benchmarks. Other relevant research: 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:Financial Optimism Hits Six-Month High; Consumers Adapt to Tariffs and Inflation: US Consumer Survey InsightsWeekly US Store Openings and Closures Tracker 2025, Week 29: Openings by Daiso, LEGO and TargetTrends and Predictions for 2025 with Updates from CES and NRF: Premium Subscriber Call, January 2025Weekly US Store Openings and Closures Tracker 2025, Week 28: Store Closures Climb by Two-Thirds vs. Last Year
Deep DiveHoliday 2025: Navigating Social Commerce—Top Strategies for Maximizing Engagement This Holiday Season Aditya Kaushik, Analyst November 28, 2025 Reasons to ReadWe dive into trending, retail-related posts we have seen during the 2025 holiday season (defined by Coresight Research as October–December), offering insights into the creative strategies employed by brands and retailers via these posts. Uncover the most effective social commerce strategies reshaping holiday retail in 2025. Read this report to discover answers to these and other questions: How are retailers using influencer-led social commerce to boost trust, engagement and sales across platforms like TikTok, Instagram and YouTube? In what ways are brands harnessing TV shows and movie-inspired hype to drive urgency, cultural relevance and consumer excitement this holiday season? What interactive campaign strategies are most effective at fueling consumer participation, generating user-generated content and enhancing brand loyalty? How are quirky holiday assortments and limited-time releases turning social media buzz into immediate conversions and store visits? Companies mentioned in this report include: Columbia Sportswear, Crocs, Facebook, Instagram, Kohl’s, Levi Strauss & Co., Macy’s, Old Navy, Target, TikTok, Ulta Beauty, Youtube and Walmart Data in this report include: Consumer expectations for finding gift ideas; attitudes toward using social media in holiday shopping; social platforms used for recent product purchases. Other relevant research: 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:Retail Earnings Insights, 3Q25: Premium Subscriber CallThe Next Frontier of CommerceSector Focus: Home and Home-Improvement Shopping—Data GraphicAnalyst Corner: Analyzing Supply Chain Challenges and Solutions for the Apparel, Footwear and Department Store Sectors, with Aditya Kaushik
InfographicSector Focus: Home and Home-Improvement Shopping—Data Graphic Aditya Kaushik, Analyst November 28, 2025 Reasons to ReadOur Sector Focus data graphics feature the latest survey findings on US retail sectors and categories. Dive into the US home and home-improvement sector in this graphic. Head to our US Consumer Survey Insights Databank for the full selection of data from our quarterly sector surveys. Find our full selection of US Consumer Survey Insights reports and data graphics here. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Seasonal Shopping, 1Q26—Expectations for Valentine’s Day and Presidents’ Day: US Consumer Survey Insights ExtraCES 2026: Pre-Conference Insights—Tech Markets, Key Technologies and Innovative New ProductsWeekly UK Store Openings and Closures Tracker 2026, Week 10: The Original Factory Shop Continues Store ClosuresUS Tariffs on Canada and Mexico: What US Consumers Think
Store TrackerWeekly UK Store Openings and Closures Tracker 2025, Week 48: M&S To Open Up to 500 New Food Stores Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research November 28, 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: Animal, Clarks, Dr. Martens, Haribo, Hawes & Curtis, Lugano Diamonds, Matalan, Mountain Warehouse, Pop Mart and Sweaty Betty. 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:2026 Sector Outlook: US Apparel and Footwear Retailing—Moderate Growth in a Stabilizing Macro EnvironmentAnalyst Corner: US Retail Inflation Rises to Its Highest Level in 2.5 Years, with John MercerTariffs Prompt Pull-Forward Purchases: What Are Consumers Buying Early?—Data GraphicAldi vs. Lidl US Store Openings: Mapping Retail Real Estate Changes with the Store Intelligence Platform—Data Graphic
Store TrackerWeekly US Store Openings and Closures Tracker 2025, Week 48: American Signature, Bed Bath & Beyond and Saks To Close Stores Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research November 28, 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: Alimentation Couche-Tard, Bath & Body Works, Belk, Burlington Stores, Dick’s Sporting Goods, Dr. Martens, Lugano Diamonds, Lululemon Athletica, Muji, Natural Grocers, Saks Fifth Avenue, The Buckle, The Gap, Inc., The North Face, Vessi, Williams-Sonoma, and Zara. 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:US Apparel & Footwear Retailing—Themes, Concepts and Innovators: AI, Value, GLP-1 and More To Drive Apparel TransformationHigh-Income Consumers’ Economic Optimism at Five-Month Low; Holiday Shopping Accelerates: US Consumer Survey InsightsRetail Earnings Insights, 3Q25: Premium Subscriber Call2026 Sector Outlook: US Mass Merchandisers, Warehouse Clubs and Discount Retailers—Warehouse Clubs To Lead Growth amid Sustained Value-Seeking Behavior
InfographicPersonal Financial Sentiment Hits Six-Month Low: Weekly US Consumer Sentiment, Week 48, 2025—Data Graphic Coresight Research November 27, 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:March 2026 US Retail Sales Outlook: Forecasting Continued Growth with Gradual SofteningGlobal Outreach Summit 2025 Insights: India’s Digital Leap in Apparel Sourcing and SustainabilityThree Data Points We’re Watching This Week, Week 35: US Home and Home-Improvement FocusKohl’s CEO Removal—Why It Happened and What It Means for US Department Stores
InfographicHoliday Bites: GLP-1 Disruption with Smaller Baskets, Smaller Sizes—and a Leaner Thanksgiving?—Data Graphic John Mercer, Head of Global Research and Managing Director of Data-Driven Research Sector Lead: Anand Kumar, Associate Director of Retail Research November 26, 2025 Reasons to ReadOur Holiday Bites series for 2025 spotlights proprietary survey data and analysis for the end-of-year holiday season. This series covers US consumer expectations for holiday spending, the shape and scale of demand and trends in shopper behavior during the holidays. In this graphic, we highlight change in shopping behavior related to usage of GLP-1 weight-loss drugs. Discover US consumers’ changes in shopping behavior due to intake of GLP-1 weight-loss medication—in total, and broken down by age. Data in this research report include: GLP-1 consumer survey data. 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, including more Holiday Bites graphics 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 52: Nearly 1,100 UK Stores Shut Their Doors in 2025Seasonal Shopping, 4Q25—Early Spending Momentum Sets the Tone for the Holiday Season: US Consumer Survey Insights ExtraUS CPG Sales Tracker: In-Store CPG Sales Fall While Beauty Remains ResilientUS Grocery Retailing—Themes, Concepts and Innovators: Opportunities Ahead Amid Increased Market Concentration
Event PresentationAI in Retail: What’s Now and What’s Next—Premium Subscriber Call, November 2025 John Harmon, CFA, Managing Director of Technology ResearchJohn Mercer, Head of Global Research and Managing Director of Data-Driven Research November 26, 2025 Reasons to ReadArtificial intelligence (AI) is no longer a future concept—it has become a present-day force reshaping retail. From generative AI in marketing to automation in merchandising and fulfillment, AI is redefining how retailers operate, compete and grow. Premium subscribers were invited to our monthly Premium Subscriber Call on Wednesday, November 26, 2025, at 11:00 AM ET. The Coresight Research team delivered a strategic briefing on where AI is delivering impact today—and what leaders must do next to prepare for 2026 and beyond. During the session, the Coresight Research team shared real-world AI use cases across retail sectors, tied to key technologies, and provided analyst perspectives on what’s ahead for AI in retail, including the latest developments in agentic AI. Watch the analyst video that features this presentation here. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Store Tracker Extra: US Store Openings and Closures 2024 Review and 2025 OutlookHigh-Income Consumers’ Sentiment Soars Ahead; Plus, Home and Home-Improvement Shopping in Focus: US Consumer Survey InsightsInnovator Profile: Veesual—Enhancing the Online Apparel Shopping Journey with Image GenerationConfidence and Couture—Consumer Sentiment Ticks Up, Gucci Leads in Luxury: US Consumer Survey Insights
Insight ReportSeptember 2025 US Retail Sales: Delayed Government Data Show Strong Retail Growth in September Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research November 26, 2025 Reasons to ReadIn September 2025, US retail sales (excluding gasoline and automobile sales) increased by 5%, an acceleration from the previous month. Using data from the US Census Bureau, we analyze US retail sales in September 2025, in total and by sector. Data in this research report are: Year-over-year changes in US total retail sales (excluding gasoline and automobiles), September 2024– September 2025 Year-over-year changes in retail sales by sector, August and September 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:Earnings Insights 1Q25, Week 7: Dollar Stores See Growth Amid Tariff Pressures—InfographicThree Data Points We’re Watching This Week, Week 34: US Retail Sales OutlookWeekly US Store Openings and Closures Tracker 2025, Week 32: Claire’s Files for Bankruptcy—Potentially 1,137 Stores To CloseThe Next Frontier of Commerce
Deep DiveFinancial Pessimism Deepens Amid Post-Shutdown Adjustment: US Consumer Survey Insights Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research November 26, 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? Data in this research report include: Consumer sentiment by income and time, impact of Federal Government Shutdown on consumers; 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:Financial Confidence Improves: Weekly US Consumer Sentiment, Week 25, 2025—InfographicEarnings Insights 4Q24, Week 6: Sales Decline for Kroger, Macy’s, Ross Stores and Other Retailers—InfographicFinancial Sentiment Improves; Plus, Online Shopping in Focus: US Consumer Survey InsightsMarch 2025 US Retail Sales: Retail Sales Rebound Amid Tariff Concerns
Deep DiveHoliday 2025 Survey Insights: Holiday Shopping Jumps As Shutdown Impact Fades Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research November 25, 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, Hobby Lobby, Home Depot, 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:Shoptalk Spring 2025 “Shark Reef” Startup Pitch Competition: Innovator ProfilesThe Impacts of US Tariffs: Assessing Companies’ International Sourcing Exposure by CountryWeekly UK Store Openings and Closures Tracker 2025, Week 22: Marks & Spencer Announces Additional Store OpeningsThe New Coresight 100: Leading the Retail Charge in 2025
Deep DiveHoliday 2025: Black Friday Preview—Value, AI and Extended Promotions To Drive Sales This Year Aditya Kaushik, Analyst November 25, 2025 Reasons to ReadAs part of our coverage of the 2025 holiday season, Coresight Research examines the potential of Black Friday this year (November 28), including proprietary survey data on consumers’ shopping intentions and major retailers’ Black Friday plans and promotions. Read this report to discover answers to these and other questions: How are inflation and economic uncertainty shaping consumer shopping behavior ahead of Black Friday 2025? What does Coresight Research’s proprietary consumer survey data reveal about demand and shopping channel preferences this Black Friday? How are major retailers adjusting their Black Friday strategies—including timing, promotions and AI tools—to drive traffic and sales? What are the broader retail and macroeconomic implications for Black Friday within the Holiday 2025 season? Companies mentioned in this report include: ACME, Albertsons Companies, Amazon, Bass Pro Shops, Best Buy, Big Lots, Cabela’s, Costco Wholesale, CVS Health, Dollar General, Family Dollar, Food Lion, The Home Depot, JCPenney, Kohl’s, Kroger, Macy’s, Old Navy, Stop & Shop, Target, VF Corporation and Walmart. Data in this report include: US consumer survey insights on Black Friday shopping intentions and behaviors; product category breakdowns for in-store and online shopping; retailer-specific Black Friday promotional strategies and AI initiatives. 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 Drugstore and Pharmacy Retailing: Themes, Concepts and Innovators—Rightsizing for Relevance; Smaller Footprints for a Bigger ImpactConsumer Sentiment Falls Further After Stock-Market Sell-Off: Weekly US Consumer Sentiment, Week 12, 2025—InfographicWeekly US Store Openings and Closures Tracker 2025, Week 18: Skechers To Close Multiple Stores; Whole Foods Market To Open Smaller-Format StoresCEO Brief: Agentic AI—Creating a Digital Workforce to Achieve Enormous Leaps in Efficiency
Deep DiveUS Department Stores—Real Estate Insights: The Strategic Real Estate Reset from Flagships to Footprint Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research November 24, 2025 Reasons to ReadDiscover how US department stores are adapting to changing consumer behaviors and evolving real estate strategies in the post-pandemic retail landscape. This report is part of our Real Estate Insights series. Read this report to discover answers to these and other questions: What is driving the contraction in the US department store market? How are Macy’s and Kohl’s optimizing their store footprints for profitability? Why are smaller, off-mall stores becoming a core strategy for leading department stores? How are partnerships like Kohl’s and Sephora boosting store traffic and sales? What new metrics are department stores using to measure store productivity in a post-pandemic world? Companies mentioned in this report include: Belk, Dillard’s, JCPenney, Kohl’s, Macy’s and Nordstrom. Data in this report include: US department store market contraction projections; store openings and closures; sales growth and foot traffic changes; store productivity metrics and partnerships. 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: Gain—Autonomous AI Employees for Smarter, Faster ProcurementWeekly UK Store Openings and Closures Tracker 2025, Week 28: Watches of Switzerland Pulls Back on UK Store EstateHoliday Bites: Toys and Games Show Resilience and AI Suitability—Data GraphicAnalyst Corner: Retail Giants Drive the Second Wave of Quick Commerce in India, with Madhav Pitaliya
