InfographicThree Data Points We’re Watching This Week, Week 32: US Store Tracker Extra John Mercer, Head of Global Research and Managing Director of Data-Driven Research August 8, 2025 Reasons to ReadOur Three Data Points We’re Watching This Week series spotlights key data points from our research. Discover selected data insights from Coresight Research. This week, we focus on US store data. Dive into the research behind these data points: US Store Tracker Extra, July 2025: 127 Million Square Feet of Retail Space To Close, Outpacing Openings by 60% Other relevant research: View our full collection of store tracker reports, covering the UK, the US and Canada. The US and UK Store Tracker Databank All graphics in the Three Data Points series This document was generated for Other research you may be interested in:US Grocery Retailing—Market Forecast and Competitive Landscape: Nontraditional Grocers To Gain Share Amid Weak Volume Demand and Tariff PressuresAnalyst Corner: Three Consumer-Focused Predictions for US Retail for the Second Half of 2025, with Anand KumarConsumer Sentiment Stabilizes Following Trade Talks and Rate Cut: US Consumer Survey InsightsWeekly US Store Openings and Closures Tracker 2025, Week 15: Guess? To Close Nearly 20 Stores
InfographicFinancial Sentiment At Highest Level Year to Date: Weekly US Consumer Sentiment, Week 32, 2025—Infographic Coresight Research August 7, 2025 Reasons to ReadThe Weekly US Consumer Sentiment infographic series from Coresight Research takes a regular temperature check on US consumer sentiment in the context of shifts in the macroeconomic landscape. Data in this infographic are proprietary survey findings on: US consumers’ expectations for the economy overall and for their own personal financial situation over the next 12 months Sentiment trends by income (selected insights) Dive into the research behind this infographic: Economic Sentiment Turns Positive Ahead of Tariff Deadline; Plus, Department Store Shopping in Focus: US Consumer Survey Insights Other relevant research: All Weekly US Consumer Sentiment infographics (The series launched in early March 2025.) The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Economic Sentiment Turns Negative This Week: Weekly US Consumer Sentiment, Week 37, 2025—InfographicThree Data Points We’re Watching This Week, Week 10: Inflation, Tariffs and Consumer SentimentRecent Conference Insights, from World Retail Congress to ICSC Las Vegas: Coresight Research Premium Subscriber Call, June 2025Higher-Income Sentiment Declines; Holiday Shopping Lull Before a Promotional Surge: US Consumer Survey Insights
Event PresentationDisrupting Retail: Lessons from SHEIN and TEMU on Redefining Consumer Engagement and Supply Chain Innovation Max Kahn, President August 6, 2025 Reasons to ReadOn August 6, 2025, Maxwell Kahn, President of Coresight Research, presented at SACSC Congress 2025 in Cape Town, South Africa. The annual event, hosted by the South African Council of Shopping Centres, brought together senior leaders across retail, real estate and consumer goods to explore the forces transforming the global retail landscape. During his presentation, Kahn shared insights on the rise of ultra-fast fashion platforms—and how companies like Shein and Temu are disrupting traditional retail through agile supply chains, digital-native marketing and real-time consumer engagement. We explored how these fast-scaling models are reshaping the industry and what they mean for the future of retail in both global and African markets. We sought to answer three key questions to help businesses understand and navigate this disruption: What lessons can be learned from the success of Shein and Temu? How are these companies redefining supply chain speed, personalization and scalability? What are the implications for retailers and brands operating in today’s rapidly evolving market? This presentation also touches on AI (artificial intelligence), data-driven operations, platform economics, demand forecasting, localized fulfillment and strategies for innovation and growth in a competitive retail environment. Relevant research: What Can Retailers Learn from Shein and Temu?: Premium Subscriber Call, February 2025 Retail 2025: 10 AI Trends—An Inflection Point in the GenAI Revolution US and China E-Commerce—Retail 2025 Sector Outlook: Online Sales To Maintain Strong Growth Momentum More research on e-commerce and the supply chain 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:Three Data Points We’re Watching This Week, Week 3: Retailer FocusTrends and Predictions for 2025 with Updates from CES and NRF: Premium Subscriber Call, January 2025Retail Shrink and ORC: Cargo Theft Hits Record Levels in the US, Retail Crime Costs Soar in the UKThree Data Points We’re Watching This Week, Week 9: Beauty Shopping in Focus
Store TrackerUS Store Tracker Extra, July 2025: 127 Million Square Feet of Retail Space To Close, Outpacing Openings by 60% Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research August 6, 2025 Reasons to ReadIn July 2025, announced store closures by At Home, Ace Hardware and Save A Lot pushed the total amount of retail space to close in the US this year to 127 million square feet, Coresight Research calculates. Dive into US retailers’ latest store closure and opening announcements, as well as the square-footage impacts of these developments, with our monthly US Store Tracker Extra series. In this report, we offer insights into announced developments as of August 1, 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, Aritiza, At Home, Daiso, Tractor Supply, Watches of Switzerland and Whole Foods Market. Other relevant research: More research reports on physical retail View our full collection of store tracker reports, covering the UK, the US and Canada. The Coresight Research US and UK Store Tracker Databank is the definitive resource for information on store openings and closures by sector in the US and UK retail industries. The Retail Bankruptcies Databank details bankruptcies of US and UK retail companies, restaurants and gyms since March 2020. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Three Data Points We’re Watching This Week, Week 35: US Home and Home-Improvement FocusShoptalk Spring 2025 Wrap-Up: Customer-Centricity for a New Golden Age of RetailOnline Shopping in Focus—Amazon Dominates E-Commerce Competition: US Consumer Survey InsightsWeekly US Store Openings and Closures Tracker 2025, Week 16: 7-Eleven To Close 300+ Stores; Plus Updates on Drugstore Closures
Deep DiveEconomic Sentiment Turns Positive Ahead of Tariff Deadline; Plus, Department Store Shopping in Focus: US Consumer Survey Insights Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research August 4, 2025 Reasons to ReadUnderstand how US consumer sentiment and department store shopping behaviors are evolving amid economic uncertainty. Read this report to uncover answers to these and other questions: How is financial and economic sentiment shifting across income groups, and what’s driving these changes? What does the latest data reveal about Kohl’s and Macy’s dominance—and other department stores gaining momentum—in department store retail? Which product categories are gaining or losing share in department store shopping, and what does that say about consumer priorities? Data in this research report include: Consumer sentiment by income group and week; department store shopper penetration by retailer and category; department store trends including purchase rates and retailer popularity. Companies mentioned in this report include: Albertsons Companies, Amazon, Costco, Dollar General, Dollar Tree, eBay, JCPenney, Kohl’s, Kroger, Macy’s, Neiman Marcus, Nordstrom, Saks Fifth Avenue, The TJX Companies and Walmart. Other relevant research: US Holiday 2025: Early Outlook—Improving Signals, But Will It Last? Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Earnings Insights 4Q24, Week 5: Most Companies Report Strong Growth Results This Week—InfographicSeasonal Shopping, 2Q25—Expectations for Easter, Memorial Day, Mother’s Day, Father’s Day; Plus, Holiday 2025 Plans: US Consumer Survey Insights ExtraCEO Brief: A Turning Point for US Consumers and the Economy?US Grocery Retailing—Real Estate Insights: Value and Specialty Grocers Drive Polarized Expansion
Analyst CornerAnalyst Corner: The Shifting “Friction Gap” Between Stores and E-Commerce Is Benefitting Digital Channels, with John Mercer John Mercer, Head of Global Research and Managing Director of Data-Driven Research August 3, 2025 Reasons to ReadThis week, John Mercer, Head of Global Research and Managing Director of Data-Driven Research, discusses the “push and pull” effect we are witnessing, whereby digital channels are adding greater convenience as physical stores lose some of their competitive edge around convenience, service and immediacy. Analyst Corner also highlights our key research from the past week and upcoming reports to look out for, so you don’t miss out. Other relevant research: Read previous Analyst Corner reports, including last week’s report, which discusses the ways in which Labubu, a palm-sized toy, has become the current “it item” globally, and what its popularity with younger generations reveals about the current retail landscape. Retail 2025: UK Retail Predictions—Midyear Trends Update See all our coverage of digital commerce and physical commerce 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:2025 Tariffs: Impacts on the US Consumer Economy—InfographicFinancial Sentiment Recovers; Tariff Pessimism Improves; Inflationary Trade-Down Persists: US Consumer Survey InsightsInnovator Profile: Veesual—Enhancing the Online Apparel Shopping Journey with Image GenerationThree Data Points We’re Watching This Week, Week 19: China and US Consumer Sentiment in Focus
Insight ReportChina’s 6.18 Shopping Festival 2025: Promotion Rules Simplified, Extended Festival Duration and Governmental Strategies Sophie Anne Luo, Analyst August 1, 2025 Reasons to ReadDiscover how China’s 6.18 Shopping Festival 2025 is reshaping e-commerce strategy and consumer behavior. Read this report to discover answers to these and other questions: How are simplified promotion rules transforming the shopping experience and boosting consumer trust? What impact does the extended festival duration have on sales patterns and buyer engagement? How are government trade-in programs and subsidies fueling consumption and shaping retailer strategies? Companies mentioned in this report include: Apple, Douyin, Fujifilm, Insta360, JD.com, Kuaishou, Pinduoduo, Taobao and Tmall. Data in this report include: year-over-year sales growth rates by platform; parcel volume growth across festival phases; timing of festival periods by platform; key performance metrics from JD.com and Tmall (brand expansion, order volumes and GMV growth); government subsidy impacts on category sales. Other relevant research: Read the full series of China Consumer Survey Insights reports. The Coresight Research China Retail Sales Databank brings together retail sales data to help you understand the trajectory of retail in China. Key Festivals and Holidays for Promotional Campaigns in China in 2025: Calendar More research reports on China 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:Weekly US Store Openings and Closures Tracker 2025, Week 20: Bob’s Discount Furniture Announces Store-Expansion PlanAnalyst Corner: Retail Giants Drive the Second Wave of Quick Commerce in India, with Madhav PitaliyaConnected TV’s Opportunities and Growing Pains: 10 Insights from CTV Connect 2025Three Data Points We’re Watching This Week, Week 23: US Retail Sectors in Focus
Store TrackerWeekly UK Store Openings and Closures Tracker 2025, Week 31: Greggs Opens More than 60% of Its Announced Store Openings Aaron Mark Dsouza, Data Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research August 1, 2025 Reasons to ReadOur Weekly UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the UK. This week, we highlight store openings and closures by Greggs, Pandora, Victoria’s Secret, Walgreens Boots Alliance and more. This report presents data up through week 31 of 2025, beginning July 28, 2025. Data in this research report include: Week-by-week comparisons of announced store closures and openings in the UK—2025 vs. 2024 Major UK store closures and openings—2025 and 2024 Companies mentioned in this report include: Greggs, Jollyes, LEGO, Pandora, Pureseoul, Smiggle, The Works, Victoria’s Secret and Walgreens Boots Alliance. 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 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:Analyst Corner: US Consumer Sentiment Varies by Age and Income—Uncovering Demographic Trends, with Aditya KaushikThe Evolving Supply Chain Landscape: Tariffs, Holiday 2025, and What’s Next: Insights Presented by Deborah Weinswig at The Lead SummitChina Singles’ Day 2025 Insights: Participation Rises but Spending Becomes More Selective Amid Tariffs, Value-Seeking and Platform ShiftsAmazon Prime Day 2025 Evolves into a Retail Ecosystem: Five Insights on a Transforming Midyear Sales Season
InfographicThree Data Points We’re Watching This Week, Week 31: US Consumer Sentiment, AI Investments and Canada Stores John Mercer, Head of Global Research and Managing Director of Data-Driven Research August 1, 2025 Reasons to ReadOur Three Data Points We’re Watching This Week series spotlights key data points from our research. Discover key data points we are watching in week 31 of 2025. This week, we highlight US consumer sentiment, AI investments and Canada store openings and closures. Dive into the research behind these data points: Mixed Sentiment Trends Ahead of August 1 Tariffs; Plus, Luxury Shopping in Focus: US Consumer Survey Insights The New AI Unicorn—Reka AI Secures $110 Million from NVIDIA and Snowflake: What You Need to Know Canada Store Openings and Closures Tracker 2025: Bankrupt Hudson’s Bay Company Takes Total Closures Ahead of Openings Other relevant research: The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. View our full collection of store tracker reports, covering the UK, the US and Canada. All graphics in the Three Data Points series This document was generated for Other research you may be interested in:Amazon Apparel US Consumer Survey 2025: New Shoppers, Deeper Loyalty—Amazon Converts Browsers into BuyersFive Ways AI Is Being Used in Beauty Retailing (Plus One Bonus)—and What’s NextAnalyst Corner—DeepSeek Opens the Door for AI Democratization: The AI Opportunity, with Charlie PoonAmazon Prime Day 2025: Preview—Five Essential Insights on Consumers’ Shopping Plans
Store TrackerWeekly US Store Openings and Closures Tracker 2025, Week 31: Trader Joe’s Continues Store Expansion Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research August 1, 2025 Reasons to ReadOur Weekly US Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the US. This week, we highlight store developments by At Home, Tractor Supply Company, Trader Joe’s and more. This report presents data up through week 31 of 2025, beginning July 28, 2025. Data in this research report include: Week-by-week comparisons of announced store closures and openings in the US—2025 vs. 2024 Major US store closures and openings—2025 and 2024 Major US retail bankruptcies—2025 and 2024 Companies mentioned in this report include: At Home, Bed Bath & Beyond Home, Good American, H-E-B, Lidl, Loewe, Sears, Seasalt Cornwall, Tractor Supply Company, Trader Joe’s and Wawa. 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 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:Essential Guide to Shoptalk Fall 2025: Turning Current Challenges into Long-Term Strengths with Retail AlchemyWeekly US Store Openings and Closures Tracker 2025, Week 47: IKEA Continues Its Opening Spree; Target To Invest in StoresUS Apparel & Footwear Retailing—Themes, Concepts and Innovators: AI, Value, GLP-1 and More To Drive Apparel TransformationRetail 2025: China Retail Predictions—Midyear Trends Update
InfographicInconsistent Trends Appear to Reflect Uncertainty: Weekly US Consumer Sentiment, Week 31, 2025—Infographic Coresight Research July 31, 2025 Reasons to ReadThe Weekly US Consumer Sentiment infographic series from Coresight Research takes a regular temperature check on US consumer sentiment in the context of shifts in the macroeconomic landscape. Data in this infographic are proprietary survey findings on: US consumers’ expectations for the economy overall and for their own personal financial situation over the next 12 months Sentiment trends by income (selected insights) Dive into the research behind this infographic: Mixed Sentiment Trends Ahead of August 1 Tariffs; Plus, Luxury Shopping in Focus: US Consumer Survey Insights Other relevant research: All Weekly US Consumer Sentiment infographics (The series launched in early March 2025.) The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Innovator Profile: Wayvee Analytics—Analyzing Customer Emotions to Boost Store and Shelf PerformanceHoliday 2024: US Retail Wrap-Up—Apparel and Amazon Dominate SpendingConsumer Sentiment—The Big Surprise in a Week of Shocks; Plus, Apparel Shopping in Focus: US Consumer Survey InsightsResearch Preview: Agentic Commerce—Retail Moves to Product Visibility and Checkout on ChatGPT
InfographicUS Consumers’ Perceptions of Tariffs: Data Graphic Aditya Kaushik, Analyst July 31, 2025 Reasons to ReadIn this data graphic, discover US consumers’ expectations around new tariffs—across gender, income, location type and other demographics. Read the full report that accompanies this infographic: Taking the Temperature on Tariffs Ahead of August 1: How Are Different Consumer Groups Reacting? US Consumer Survey Insights Extra Other relevant research: All our coverage of tariffs 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:Innovator Profile: Selectika—Enhancing Online Product Discovery Through Intelligent Metadata EnrichmentGroceryshop 2025 Day Two: Unlocking Growth with AI, GLP-1 Shifts and Retail MediaInsights from China’s National Day Golden Week 2025: Resilience and Evolution in Consumer DemandWeekly US Store Openings and Closures Tracker 2025, Week 44: Carter’s To Close 150 Stores
Insight ReportAmazon Prime Day India 2025: Wrap-Up—Biggest-Ever Prime Day Spurs Tier 2 and Tier 3 Markets’ Growth and Premium Buys Anand Kumar, Associate Director of Retail Research July 31, 2025 Reasons to ReadDiscover how Amazon Prime Day India 2025 reshaped midyear retail trends and fueled growth in emerging markets. Read this report to discover answers to these and other questions: How did Prime Day 2025 cement Amazon’s leadership in India’s booming e-commerce sector? What role did Tier 2 and 3 cities play in driving new Prime memberships and sales growth? Which brands and categories experienced standout success during the event and why? How did evolving shopper preferences boost demand for premium and aspirational products? What competitive pressures from rival sales events challenged Amazon’s Prime Day dominance? Companies mentioned in this report include: Ajio (Reliance Retail-backed), Amazon, Apple, Atomberg, Bajaj Auto, Casio, Cetaphil, Flipkart, Fossil, LG, Myntra, Nykaa, OnePlus, Pilgrim, PUMA, Samsung, Solara, Sony, Sugar Cosmetics, Swarovski and others. Data in this report include: India e-commerce market growth forecasts; brand and seller performance metrics; category-level sales and consumer trends; premium spending behavior highlights; and competitive promotional event comparisons. Other relevant research: All our coverage of Amazon’s Prime Day (including in Western markets and from past years) Retailer Dashboard: Amazon The Amazon Databank brings together a range of proprietary Coresight Research data on Amazon, with a focus on its US retail and marketplace operations. More reports on e-commerce and festivals/holidays 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: Palate—Agile, Authentic Product Feedback for Better Food InnovationThe New Coresight 100: Leading the Retail Charge in 2025Holiday Shopping Starts in the Summer: Tariffs Trigger Ultra-Early Holiday Shopping in 2025—Data GraphicShoptalk Spring 2025 “Shark Reef” Startup Pitch: Event Format and Competitors
Store TrackerCanada Store Openings and Closures Tracker 2025: Bankrupt Hudson’s Bay Company Takes Total Closures Ahead of Openings Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research July 30, 2025 Reasons to ReadOur new Canada Store Openings and Closures Tracker reports on store openings and closures in Canada. This report presents our latest quarterly data on tracked and announced store openings and closures for calendar 2024 and 2025. Data in this research report include: Tabulated data—major store closures and openings by retailer, 2024 and 2025 Details of tracked and announced developments for 2024 and 2025, as well as existing store bases, by retailer Total store closure and opening counts for Canada, 2023–2025 YTD Companies mentioned in this research report include: Alimentation Couche-Tard, easyhome, Hudson’s Bay Company, Northern Reflection, Orangestore and Urban Outfitters. Other relevant research: Our full collection of reports tracking store openings and closures in Canada, the UK and the US. 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. 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: Chinese Consumers Still Embrace International Brands—If Those Brands Deliver: Three Key Findings from a New Study, with John HarmonRetail 2025: India Retail Predictions—Midyear Trends UpdateFour Technologies Retailers Can Use to Enchant Consumers: Insights Presented at CES 2025Head-to-Head in US Warehouse Club Retailing: Costco vs. Sam’s Club
Insight ReportThe New AI Unicorn—Reka AI Secures $110 Million from NVIDIA and Snowflake: What You Need to Know Charlie Poon, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research July 29, 2025 Reasons to ReadDiscover how NVIDIA and Snowflake’s $110M bet on Reka AI signals the next phase of the generative AI race. Read this report to uncover answers to these key questions: How does the joint investment by NVIDIA and Snowflake reflect their strategy to extend AI capabilities and infrastructure? What is Reka AI’s vision for giving businesses their own production-quality foundation models? Which unique features differentiate Reka AI’s model suite, including Flash, Edge and Core? How does this deal highlight the evolving dynamics of AI talent acquisition and acqui-hiring? What do Reka AI’s enterprise and edge AI capabilities reveal about the broader competitive landscape in the AI race? Companies mentioned in this report include: NVIDIA, Reka AI and Snowflake. Data in this report include: valuation details of Reka AI; funding round size; analysis of model features and enterprise/edge AI positioning. 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:Financial Confidence Improves: Weekly US Consumer Sentiment, Week 25, 2025—InfographicUS Tariffs: Divergence Between Consumer and Business Sentiment and What It Means for RetailInnovator Profile: Sotira—Managing Reverse Logistics and Offloading Surplus Inventory with AIAnalyst Corner: Three Technologies Driving the Future of US Retail, with Anand Kumar
