Store TrackerUS Store Tracker Extra, October 2025: Rite Aid Takes Total Closed Retail Space to 143 Million Square Feet Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research November 6, 2025 Reasons to ReadIn October 2025, announced store closures by Rite Aid, Ace Hardware takes total closed retail space over 143 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 October 31, 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: Ace Hardware Corporation, Amazon Fresh, Bass Pro Shops, Carter’s, Daiso, H Mart, Hermès, Hobby Lobby, Jack & Jones, Kwik Trip, LEGO, Lululemon Athletica, Meijer, Metro Mattress, New Rite Aid, Ross Stores, Sephora, Tractor Supply Company, The Children’s Place, The Fresh Market, Toys “R” Us, Walmart and Whole Foods Market. Other relevant research: View our full collection of store tracker reports, covering the UK, the US and Canada. The Coresight Research US and UK Store Tracker Databank is the definitive resource for information on store openings and closures by sector in the US and UK retail industries. The Retail Bankruptcies Databank details bankruptcies of US and UK retail companies, restaurants and gyms since March 2020. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Weekly UK Store Openings and Closures Tracker 2025, Week 44: Shoe Zone Closes StoresWeekly UK Store Openings and Closures Tracker 2025, Week 15: Amazon Closes Amazon Fresh Store; T.M.Lewin To Open One StoreUS Store Tracker Extra, March 2025: US Total Closed Retail Space Exceeds 100 Million Square FeetWeekly US Store Openings and Closures Tracker 2025, Week 52: Pacsun Plots Major US Expansion Drive
Insight ReportCEO Brief: Intelligent Inventory—Achieving Inventory Excellence John Harmon, CFA, Managing Director of Technology Research November 5, 2025 Reasons to ReadRead this report to discover answers to these and other questions: Why are demand forecasting, inventory accuracy, and customer satisfaction now inseparable in retail performance? What makes intelligent inventory a critical step beyond spreadsheets and instinct-based planning? Who are the key players in the intelligent inventory ecosystem, and how do their solutions differ by specialization? Data in this research report include: A recent Coresight Research consumer survey on the primary reasons that consumers left a store without making a purchase during the past six months. Companies mentioned in this report include: Invent.ai, RELEX Solutions, Simbe Robotics and Zebra Technologies. Other relevant research: The Intelligent Inventory Playbook: How to Approach Inventory Excellence Reinventing Store Checkout: Minimizing Friction to Drive Business Growth 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:Head-to-Head in US Department Stores: Kohl’s vs. Macy’sOverall Sentiment Declines Despite Rate Cut—But Higher Earners Are More Confident: US Consumer Survey InsightsFive Ways AI Is Being Used in Luxury Retailing—and What’s NextThree Data Points We’re Watching This Week, Week 18: What US Consumers Think About Tariffs—Update
InfographicSector Focus: Beauty Retailing—Data Graphic Aditya Kaushik, Analyst November 5, 2025 Reasons to ReadOur Sector Focus data graphics feature the latest survey findings on US retail sectors and categories. Dive into the US beauty 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:US Retail and Logistics Holiday Hiring Hits Lowest Level in Over a Decade—Data GraphicCEO Brief: Tech for Tariffs—Four Technologies (and Services) That Can Raise Revenues and Margins Now to Offset Tariff PainNew Technologies to Drive Retailer-Supplier Collaboration: Insights Presented at NACDS Annual Meeting 2025Three Data Points We’re Watching This Week, Week 19: China and US Consumer Sentiment in Focus
Insight ReportHoliday 2025: Government Shutdown-Related Reduction in SNAP, Other Payments and Salaries Could Meaningfully Impact US Holiday Spending John Harmon, CFA, Managing Director of Technology Research November 5, 2025 Reasons to Read1. SNAP Payments Will Be Partially Paid Following the November 1 Impasse Learn how the government’s response to the November 1 deadline impasse will affect millions of Americans who rely on SNAP benefits. Understand the temporary measure of tapping $4.65 billion in contingency funds, ensuring partial payments are made to those relying on food assistance. Stay informed on the potential long-term consequences for the program and recipients. 2. Other Federal Programs and Workers Are Also Greatly Affected Discover how the government shutdown impacts not just federal workers, but other crucial programs like WIC and Head Start. Gain insight into the financial struggles faced by federal employees, with over a million workers either furloughed or working without pay. Get an update on the uncertain future of military pay, and how it could affect personnel going into mid-November. 3. These Cuts Could Have a Big Impact on Holiday Spending Understand how cuts to federal programs and unpaid wages could lead to a significant slowdown in consumer spending during the holiday season. Learn how shoppers, forced to prioritize basic needs over discretionary purchases, could reshape retail sales in the crucial months of November and December. See how the intersection of government worker disruptions and reduced SNAP payments could create broader economic challenges. Data in this research report include: The size and budget information of SNAP, government furloughed and unpaid employees and other government-funded programs. Other relevant research: CEO Brief: A Turning Point for US Consumers and the Economy? 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:China’s 6.18 Shopping Festival 2025: Promotion Rules Simplified, Extended Festival Duration and Governmental StrategiesFour Technologies Retailers Can Use to Enchant Consumers: Insights Presented at CES 2025Weekly UK Store Openings and Closures Tracker 2025, Week 29: New Look Closes Additional StoresEarnings Insights 4Q24, Week 5: Most Companies Report Strong Growth Results This Week—Infographic
Deep DiveHoliday 2025 Survey Insights: Dollar Stores and Temu Break into the Top Five Retailers Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research November 4, 2025 Reasons to ReadDiscover how tariffs and inflation-driven shifts in sentiment and behavior are shaping the early 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:Analyst Corner: All Things Tech at Shoptalk Spring 2025 with John HarmonStore Tracker Extra: UK Store Openings and Closures 2024 Review and 2025 Outlook—InfographicThe Beauty Conversion Architecture: From Discovery to Purchase—Powering Beauty Companies’ Growth in 2025 and BeyondEconomic Sentiment Remains Under Pressure; Plus, Apparel Shopping in Focus: US Consumer Survey Insights
Deep DiveFinancial Sentiment Turns Negative; Tariff Pessimism Deepens; Inflationary Trade-Down Persists: US Consumer Survey Insights Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research November 4, 2025 Reasons to ReadDiscover how US consumers are reacting to shifting economic conditions, inflation pressures and tariffs as the holiday season approaches. 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. To what extent are shoppers still concerned about tariffs and how are those concerns reshaping spending habits? Which categories are seeing pull-forward demand and where might retailers expect softness later in the year? How entrenched is trading down and what specific inflation-related behaviors are dominating in food and nonfood purchases? Data in this research report include: Consumer sentiment by income and time, consumer tariff concerns and behavioral responses; shopping changes due to inflation; and retailer and category-level shopping data. Companies mentioned in this report include/are: Ahold Delhaize, Albertsons Companies, Aldi, Amazon, Costco, Dollar General, Dollar Tree, eBay, Kohl’s, Kroger, Macy’s, Target, Temu, TJX Companies and Walmart. 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:Retail 2025: UK Retail Predictions—Midyear Trends UpdateWeekly UK Store Openings and Closures Tracker 2026, Week 6: Quiz Enters AdministrationThree Data Points We’re Watching This Week, Week 28: US Retail and Consumer LatestSector Focus: Dollar Store Shopping—Data Graphic
Deep DivePlaybook: GenAI to Agentic AI—From Pilot to Powerhouse Charlie Poon, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research November 4, 2025 Reasons to ReadDiscover how agentic AI is accelerating the next retail revolution—and what CORE 3.0 means for your business. Read this report to discover answers to these and other questions: How will retailers catalyze innovation by coordinating across agents, systems, and humans? In what ways can agentic commerce orchestrate self-adjusting systems to respond to shifting trends and consumer behaviors? How are shopping agents set to reshape supply chains and enable customer-to-manufacturer (C2M) models? What does it mean for AI to “embody” every retail surface, system, and signal—and how will this create immersive, predictive retail experiences? Data in this research report include/are: Retail sector AI adoption rates; GenAI ROI commentary from 2Q25 earnings; AI-driven productivity projections; private label vs. name brand sales growth; agentic commerce frameworks; beauty sector conversion layers; AI disruption across supply chains. Companies mentioned in this report include/are: Albertsons, Anne Klein, Best Buy, Criteo, DOUGLAS, Estée Lauder, Gap, Home Depot, Lululemon, LVMH, Nike, Procter & Gamble, Ralph Lauren, Relex, Spangle.ai, Target, Under Armour, Unice, Walmart, Williams-Sonoma, Zebra Technologies. This report is made available to non-subscribers of Coresight Research through its sponsorship by T-Mobile US, Inc. 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:Data and Tech for Development—Tapping into the Consumer’s Head: Insights Presented at Retail Property Symposium 2025Analyst Corner—Trimming Waistlines and Spending: Exploring New Data on GLP-1’s Impact on Consumer Purchases, with John MercerAgentic Commerce: How Retailers Can Make Their Products Discoverable and Shoppable for 800 Million ChatGPT UsersInnovator Profile: RateRunners—Platform providing visibility and reconciliation for parcel shipping costs
InfographicHoliday Bites: Resale Shopping and Secondhand Selling—Data Graphic Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research November 3, 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 expectations related to resale. Discover US consumers’ plans for secondhand shopping and selling—in total and broken down by gender and age. Data in this research report include: Secondhand shopping and resale data for holiday season. 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 18: WHSmith To Open Additional Travel StoresIndia’s Maha Kumbh Mela 2025: How Convenience, Technology and Sustainability Powered a Multibillion-Dollar FestivalThe State of AI: What’s Possible, What’s Theoretical and What It All Means for RetailSentiment Holds Steady As August Tariffs Deadline Looms: China Consumer Survey Insights
Insight ReportInnovator Matrix: Retail Media Abhinav Tagore, Analyst Sector Lead: Steven Winnick, Vice President—Innovator Services November 3, 2025 Reasons to ReadRead this report to discover answers to these and other questions: Which companies are challenging the status quo in retail media with strong market positions and growing innovation? What defines the most promising emerging players in the retail media space? Who are the future leaders poised to dominate the retail media market, and what sets them apart? Which companies are disrupting the space with breakthrough technologies and bold strategies? How do the leading companies rank in terms of market potential and level of innovation? Companies mentioned in this report include: Bluecore, Firework, Kevel, Koddi, MikMak, Pacvue, Skai, Swiftly, Topsort and Treasure Data. Data in this report include: Global retail media market size and growth forecasts; Coresight’s Innovator Matrix comparing level of innovation and market potential; company profiles including funding, technology stack, and retail media capabilities. Other relevant research: Retail-Tech Landscape: Retail Media 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 Sentiment Turns Positive: Weekly US Consumer Sentiment, Week 51, 2025—Data GraphicUS Store Tracker Extra, January 2025: 50+ Million Square Feet of Retail Space Slated To Close This YearUS CPG Sales Tracker: E-Commerce Sustains Double-Digit Growth Rate; In-Store Sales Expansion SlowsSeasonal Shopping, 1Q26—Expectations for Valentine’s Day and Presidents’ Day: US Consumer Survey Insights Extra
Analyst CornerAnalyst Corner: UK Retail Crime Soars—Visibly Reflected in Stores, with John Mercer John Mercer, Head of Global Research and Managing Director of Data-Driven Research November 2, 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. Shoplifting continues to rise in the UK. See how UK retailers are responding with ever-more technologies, devices and barriers to prevent theft—and what this means for friction in the shopper journey. Other relevant research: Read previous Analyst Corner Our Retail Crime and Shrink report series. Our deep dive on loss-prevention technology. 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:Sector Focus: E-Commerce Retailers and Marketplaces—Data GraphicSeptember 2025 US Retail Sales Outlook: Retail Outlook Score Plummets; Holiday-Quarter Growth Projection ModeratesUS Store Tracker Extra: Store Openings and Closures 2025 Review and 2026 Outlook—Data GraphicHoliday 2024: US Retail Wrap-Up—Apparel and Amazon Dominate Spending
Store TrackerWeekly UK Store Openings and Closures Tracker 2025, Week 44: Shoe Zone Closes Stores Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research October 31, 2025 Reasons to ReadStay up to date on the latest changes in the UK retail store landscape, where new store openings continue to outpace closures in 2025. Read this report to discover answers to these and other questions: Which retailers have driven the increases in openings and closures this week, and what’s behind these moves? Which brands are still growing their store networks despite challenging retail environment? How do store openings and closures in 2025 compare with 2024, and what are the main trends driving the year-on-year shifts? Companies mentioned in this report include: Aroma Zone, Ann’s Cottage, Dinny Hall, Jollyes, Kenji, Lazy Jacks, ME+EM, Miniso, Pavers, Peacocks, Shoe Zone, Søstrene Grene, The Entertainer and The Original Factory Shop. 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:US Consumer Sentiment Amid the Middle East Energy ShockReinventing Store Checkout: Minimizing Friction to Drive Business GrowthUS Consumers’ Perceptions of Tariffs: Data GraphicThree Data Points We’re Watching This Week, Week 20: Cross-Border Players Don’t Prevent Amazon Reaching New Highs in Apparel
Store TrackerWeekly US Store Openings and Closures Tracker 2025, Week 44: Carter’s To Close 150 Stores Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research October 31, 2025 Reasons to ReadDiscover which retailers are behind the rise in US store closures in 2025—and which ones have continued to expand. Read this report to discover answers to these and other questions: Which retailers led the latest closures and openings across the US? How do store closure and opening trends in 2025 compare with those in 2024, and what do these findings indicate? Companies mentioned in this report include: Annie’s Ibiza, Bass Pro Shops, Carter’s Inc., Daiso, H Mart, Hestra, Hitchcock’s Markets, Hobby Lobby, New Balance, Tori Richard and Tractor Supply Company. 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:Weekly US Store Openings and Closures Tracker 2026, Week 4: Amazon To Close All Amazon Fresh Stores as Total Closures Surge by 1,000Three Data Points We’re Watching This Week, Week 4: US Store Openings and Closures—2024 ReviewUS Beauty Retailing: Market Forecast and Competitive Landscape—From Rebound to Reinvention in 20262025 Tariffs: What Do US Consumers Think?—Proprietary Survey Insights
InfographicSector Focus: Department Stores—Data Graphic Aditya Kaushik, Analyst October 30, 2025 Reasons to ReadOur Sector Focus data graphics feature the latest survey findings on US retail sectors and categories. Dive into the US department store 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:Weekly UK Store Openings and Closures Tracker 2026, Week 6: Quiz Enters AdministrationApril 2025 US Retail Sales: Growth Rate Reaches New High for 2025 Despite Economic UncertaintyHoliday 2025 Survey Insights: Shopping Ramps Up Ahead of Black FridayUS Online Grocery Survey 2025: Full-Basket Orders Increase as Delivery Retains Its Dominance—Infographic
Insight Report2Q25 Retail Inventory Insights: Diverging Strategies Amid Tariff Impacts in the Pre-Holiday Build-Up Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research October 30, 2025 Reasons to ReadUncover how retailers are navigating tariff risks, inventory divergence and digital transformation. Read this report to discover answers to these and other questions: How are retailers like Ulta, Bath & Body Works, and Kohl’s adopting diverging inventory strategies in response to uneven demand and tariff pressures? In what ways are tariff-driven cost timing and accounting methods distorting reported margins at companies such as Costco and Williams-Sonoma? Why are value-led and club formats like Dollar Tree, Walgreens Boots Alliance, and Costco outperforming peers on inventory turnover? How are early receipts and digital tools—including AI-based replenishment—shaping inventory visibility and seasonal readiness for players like Gap, Walmart, and Urban Outfitters? Companies mentioned in this report include: Abercrombie & Fitch, Aritzia, Bath & Body Works, Best Buy, BJ’s Wholesale, Costco, CVS Health, Dollar Tree, Five Below, Gap, Home Depot, Kohl’s, Lowe’s, Macy’s, Ross Stores, Target, TJX Companies, Ulta Beauty, Urban Outfitters, Walgreens Boots Alliance, Walmart, Williams-Sonoma and more. Data in this report include: US retail sales growth by month; inventory turnover ratios by retailer and sector; year-over-year changes in inventory values; and commentary on strategic inventory actions across leading US retailers. 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:Agentic Commerce—How Should Retailers Leverage GEO to Maximize AI-Engine Visibility?Retail Crime and Shrink: US Shoppers Concerned About Theft Pushing Up Prices; Shoplifting Surges to Record Levels in EnglandShoptalk Spring 2025: Day Three—Community Building, Earning Loyalty and Enhancing Search Are Top of MindThree Data Points We’re Watching This Week, Week 27: US Retail Faces Headwinds
Insight ReportHead-to-Head in US Department Stores: Kohl’s vs. Macy’s Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research October 29, 2025 Reasons to ReadKohl’s and Macy’s are the two biggest names in the US department store sector. As part of the Head-to-Head series from Coresight Research, we provide insights into key elements of the businesses of Kohl’s and Macy’s, including their revenue and margin growth in recent years, shopper profiles and respective brick-and-mortar and digital strategies. Read this report to discover answers to these and other questions: Why did Macy’s generate more than double the sales per store compared to Kohl’s—and how sustainable is that productivity gap? Who shops at Kohl’s versus Macy’s today, including differences in age, income, and urban/suburban footprints? Which retailer is winning digital and omnichannel—Macy’s or Kohl’s? What do Macy’s “Bold New Chapter” store rationalization and Kohl’s recent closures mean for sales per square foot and market share through 2026? Data in this research report include: US revenues for both Macy’s and Kohl’s (fiscal 2020–2024); operating margins for both companies (fiscal 2021–2024); proprietary survey data on who shops at Kohl’s and Macy’s. 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 46: Store Openings Down 11% Year Over YearWeekly US and UK Store Openings and Closures Tracker 2025, Week 2: Barnes & Noble CEO Announces Store Expansion PlanPlaybook: GenAI To Reinvent Supply ChainsWeekly UK Store Openings and Closures Tracker 2025, Week 19: Store Closures Down 25% Year Over Year
