Deep DiveUS Back to School 2025, Part 3: Essential Categories and Apparel for the BTS Season—Athleisure and Basics Set to Lead Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research July 22, 2025 Reasons to ReadExplore proprietary Coresight Research survey data to discover the categories and apparel brands and retailers that are set to take the lead during this year’s US back-to-school (BTS) season in the third report in our US Back to School 2025 series. Proprietary survey data in this research report include: The top categories 2025 BTS shoppers expect to shop 2025 BTS shoppers’ spending expectation, by category, school level and income level The top apparel brands the BTS 2025 shoppers expect to buy from Apparel and fashion trends the 2025 BTS shoppers are most excited about Companies mentioned in this report include/are: Adidas, Amazon, Dick’s Sporting Goods, Gap, H&M, Levi Strauss, NIKE, Target, Under Armour, Walmart, Zara Other relevant research: The first report in our US Back to School 2025 series: US Back to School 2025: Early Shopping, Tariff Worries and Strategic Choices Shape BTS 2025 The second report in our US Back to School 2025 series: US Back to School 2025: Where Consumers Will Shop—Opportunities with Higher-Income Shoppers, in Retail Media and on TikTok Analyst Corner: Five Back-to-School Shopping Trends to Watch, with Madhav Pitaliya Retail Under Pressure: How Will Tariffs Disrupt the Back-to-School and Holiday Seasons? 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:Analyst Corner: Three Consumer-Focused Predictions for US Retail for the Second Half of 2025, with Anand KumarThree Data Points We’re Watching This Week, Week 31: US Consumer Sentiment, AI Investments and Canada StoresThree Data Points We’re Watching This Week, Week 12: US Retail and Consumer LatestRetail Shrink and ORC: Cargo Theft Hits Record Levels in the US, Retail Crime Costs Soar in the UK
Store TrackerUS Store Openings and Closures Midyear 2025 Review and Outlook: Where Does Retail Real Estate Stand in a Year of Disruption? Infographic John Mercer, Head of Global Research and Managing Director of Data-Driven Research Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research July 21, 2025 Reasons to ReadUnderstand how store closures and openings are reshaping the US retail landscape in a turbulent 2025. This infographic showcases US store closures and openings data so far in 2025, and how those impact our predictions for the rest of the year: Will US retail close 15,000 stores in 2025 amid tariff turbulence? This infographic accompanies our report US Store Openings and Closures Midyear 2025 Review and Outlook: Where Does Retail Real Estate Stand in a Year of Disruption? 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:Sentiment Dives, Tariff Pessimism Deepens, Reactive Shopping Entrenches: US Consumer Survey InsightsFinancial Confidence Improves: Weekly US Consumer Sentiment, Week 25, 2025—InfographicStore Tracker Extra: UK Store Openings and Closures 2024 Review and 2025 Outlook—InfographicUS CPG Sales Tracker: Jump in Food Sales Fuels Total CPG Growth
Store TrackerUS Store Openings and Closures Midyear 2025 Review and Outlook: Where Does Retail Real Estate Stand in a Year of Disruption? Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research July 21, 2025 Reasons to ReadUnderstand how store closures and openings are reshaping the US retail landscape in a turbulent 2025. Read this report to discover answers to these and other questions: What is the projected full-year outlook for US retail store closures and openings based on midyear trends? Is US retail on course for 15,000 store closures? How are store sizes, sector dynamics and location types influencing midyear closure and opening activity? Which retail sectors and retailers are driving the highest number of closures and openings—and why? How are bankruptcies impacting the retail real estate market, and which companies are leading the closure charts? Data in this report include: Updated estimates for 2025 store closures and openings; store closure and opening counts by sector and retailer; square footage analysis of closures and openings; confirmed vs. planned store activity; and breakdowns by location type. Companies mentioned in this report include: Ace Hardware, Aldi, Big Lots, Burlington Stores, CVS Health, Dollar General, Dollar Tree, Five Below, Forever 21, Joann, Macy’s, Ollie’s, Party City, Rite Aid, Sprouts Farmers Market, The TJX Companies, Ulta Beauty, Walgreens and more. Other relevant research: US Store Openings and Closures Midyear 2025 Review and Outlook: Where Does Retail Real Estate Stand in a Year of Disruption? Infographic 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. Our coverage of tariffs. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Purchase this report. Buy Now This document was generated for Other research you may be interested in:CEO Brief: Intelligent Inventory—Achieving Inventory ExcellenceTrends and Predictions for 2025 with Updates from CES and NRF: Premium Subscriber Call, January 2025Holiday Bites: US Holiday Travelers Plan To Spend Less—Data GraphicWeekly UK Store Openings and Closures Tracker 2025, Week 23: Aldi and Topshop To Open Stores
Analyst CornerAnalyst Corner: US Grocery Real Estate—The Great Divide in 2025, with Sujeet Naik Sujeet Naik, Analyst July 20, 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, Sujeet Naik, Analyst, discusses the US grocery real estate market, which is becoming increasingly polarized—while value-focused and specialty grocers are seeing footprint growth, traditional grocers are witnessing stagnating or contracting store footprints. For a more in-depth look at grocery retailers’ expanding and contracting footprints, keep an eye out for our upcoming report on the US grocery real estate market, detailing key dynamics and trends. Analyst Corner also highlights our key research from the past week and upcoming reports to look out for, so you don’t miss out. Companies mentioned in this report include: Aldi, Albertsons, Kroger, Lidl, Sprouts Farmers Market, Trader Joe’s Other relevant research: All our coverage of the grocery sector in the US and beyond. Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles. Read previous Analyst Corner reports, including last week’s report, which discussed how agentic AI will change how we shop and how retailers will need to respond. Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for Other research you may be interested in:Financial Confidence Reaches Five-Month High; TJX Dominates Off-Price Retail; Dollar Tree Leads Dollar Stores: US Consumer Survey InsightsThree Data Points We’re Watching This Week, Week 35: US Home and Home-Improvement FocusUS Store Tracker Extra, June 2025: 120+ Million Square Feet of Retail Space To Close This Year, Outpacing Openings by Over 1.5XMarch 2025 US Retail Sales Outlook: Lowering Our Retail Growth Projections in an Uncertain Context
Store TrackerWeekly US Store Openings and Closures Tracker 2025, Week 29: Openings by Daiso, LEGO and Target Risheek Dandekeri July 18, 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 Homeland, LEGO, Save A Lot, Toys“R”Us, True Religion, and more. This report presents data through week 29 of 2025, ended July 18, 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: Chevignon, Homeland, James Avery Artisan Jewelry, LEGO, Save A Lot, Toys“R”Us, True Religion 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:US CPG Sales Tracker: Homecare and Health Dominate at the Start of 2025Analyst Corner: Controversy Persists Around Price Gouging with Electronic Shelf Labels, with John HarmonUS Grocery Retailing—Market Forecast and Competitive Landscape: Nontraditional Grocers To Gain Share Amid Weak Volume Demand and Tariff PressuresInnovator Matrix: Retail Media
InfographicThree Data Points We’re Watching This Week, Week 29: US Holiday, Back to School and Prime Day John Mercer, Head of Global Research and Managing Director of Data-Driven Research July 18, 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 29 of 2025. This week, we highlight consumer data on the holiday outlook, back-to-school shopping and Prime Day participation. Dive into the research behind these data points: US Holiday 2025: Early Outlook—Improving Signals, But Will It Last? US Back to School 2025: Where Consumers Will Shop—Opportunities with Higher-Income Shoppers, in Retail Media and on TikTok Amazon Prime Day 2025 Wrap-Up: US Purchase Rate Jumps as Retail Rivalry Heats Up—Exclusive Data Insights Other relevant research: More insights on Amazon’s Prime Day The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. This document was generated for Other research you may be interested in:Financial Sentiment Turns Negative: Weekly US Consumer Sentiment, Week 11, 2025—InfographicMusic Festivals: A Key Opportunity for Retail Brand EngagementHigh-Income Consumers’ Sentiment Soars Ahead; Plus, Home and Home-Improvement Shopping in Focus: US Consumer Survey InsightsInnovator Profile: MUSE Inc.—Transforming Retail Operations with Intelligent Store Robots
Store TrackerWeekly UK Store Openings and Closures Tracker 2025, Week 29: New Look Closes Additional Stores Risheek Dandekeri Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research July 18, 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 closures by Crocs, New Look, Ralph Lauren, The White Company and more. This report presents data up to week 29 of 2025, ended July 18, 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: Crocs, The Entertainer, Frasers Group, Kopernik, New Look, Oliver Bonas, Ralph Lauren and The White Company 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: Agentic AI—The New Wave of AI Opportunity, with Charlie PoonRetail Crime and Shrink: US Shoppers Concerned About Theft Pushing Up Prices; Shoplifting Surges to Record Levels in EnglandShoptalk Spring 2025 “Shark Reef” Startup Pitch: Event Format and CompetitorsUS Retail in the Rest of 2025: Normalized Demand and Leaner Inventories Ahead of a High-Stakes Holiday Season
Insight ReportJune 2025 US Retail Sales: Sales Expansion Remains Resilient as Most Sectors Post Positive Growth Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research July 17, 2025 Reasons to ReadUsing data from the US Census Bureau, we analyze US retail sales in June 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), June 2024–June 2025 Year-over-year changes in retail sales by sector, May and June 2025 Other relevant research: US Retail and Consumer Outlook: June 2025 US Retail in the Rest of 2025: Normalized Demand and Leaner Inventories Ahead of a High-Stakes Holiday Season Retail Under Pressure: How Will Tariffs Disrupt the Back-to-School and Holiday Seasons? Our monthly reports keep you up to date on retail sales (in total and by sector) and key consumer indicators in the US. All our coverage of macroeconomics and tariffs The US Retail Sales Databank features retail sales values and year-over-year growth, in total and by sector, by year and by month. This Databank is updated monthly. 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:World Retail Congress 2025 Insights: Consensus on Tariffs Floor, AI Risks in Adaptive Apparel, Smart Scaling in FocusShoptalk Spring 2025: Day Three—Community Building, Earning Loyalty and Enhancing Search Are Top of MindConsumer Sentiment Stabilizes Following Trade Talks and Rate Cut: US Consumer Survey InsightsHoliday 2025: US Consumer Survey and Retail Outlook—From Social to Smart: AI Becomes the New Driver of Holiday Discovery and Value
InfographicRolling Metric Picks Up After Last Week’s Dip: Weekly US Consumer Sentiment, Week 29, 2025—Infographic Coresight Research July 17, 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: Sentiment; Tariff Perceptions; Inflation Reactions—Taking the Consumer Pulse on Essentials: 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:Head-to-Head in US Department Stores: Kohl’s vs. Macy’sHigher-Income Sentiment Declines; Holiday Shopping Lull Before a Promotional Surge: US Consumer Survey InsightsHigh-Income Consumers’ Sentiment Soars Ahead; Plus, Home and Home-Improvement Shopping in Focus: US Consumer Survey InsightsHoliday 2024: UK Retail Wrap-Up—Cautious Spending and Late Shopping Fuel Volatile Peak Trading
Deep DiveUS Back to School 2025, Part 2: Where Consumers Will Shop—Opportunities with Higher-Income Shoppers, in Retail Media and on TikTok Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research July 16, 2025 Reasons to ReadDiscover where and how consumers are shopping, and how higher-income households are reshaping the back-to-school season—and what it means for retail strategy. Read this report to discover answers to these and other questions: How are shoppers shifting their purchasing behavior across in-store, online, and hybrid channels like BOPIS? Which retailer types and individual banners are winning—and why are mass merchandisers so far ahead? What roles do online and in-store advertisements play in driving consumer decisions this BTS season? How should retailers respond to changing income dynamics and a growing emphasis on convenience and product availability? Companies mentioned in this report include: Walmart, Target, Amazon, TikTok, Temu, Shein, Old Navy, Foot Locker, Apple, Nordstrom, Dollar Tree, Dollar General, and over 60 others. Data in this report include: BTS shopper preferences by channel and income; leading retailer rankings by shopper segment; retailer appeal by income and school level; top advertising and influence sources; key purchase decision drivers such as quality, price, and availability. Other relevant research: The first report in our Back to School 2025 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:Weekly US Store Openings and Closures Tracker 2025, Week 26: Kroger To Close 60 StoresEarnings Insights 1Q25, Week 3: E-Commerce Sees Solid Results as Amazon, Coupang, Zalando and More Report Growth—InfographicFive Ways Brands and Retailers Can Use AI/ML and Shared Data to Energize End-to-End Product ManagementSector Focus: Department Stores—Data Graphic
Event PresentationResilience Now: Turn Tariff Uncertainty into Opportunity Using AI Anna Beller, Vice President of AdvisoryJiayue Zhao, Strategy Consultant July 16, 2025 Reasons to ReadTariffs are no longer just a trade issue—they’re a resilience test. In today’s volatile environment, business-as-usual approaches are breaking down. It’s no longer enough to tweak sourcing or shift SKUs (stock-keeping units). Leading players are upgrading their entire playbook to compete, activating AI (artificial intelligence)-powered strategies that deliver agility across the retail value chain. Success doesn’t come from adopting AI blindly—it requires a deliberate, strategic approach grounded in real business needs and long-term goals. Dive into this presentation from the event to uncover practical insights on how to make AI work smarter for your business. In the webinar, we covered: Why business-as-usual fails under tariff pressure, and what separates leaders from laggards How to activate the AI-powered retail value chain, from procurement and supply chain to pricing and promotion Strategic actions you can take now to build resilience and margin protection that lasts The session was led by our Advisory Services team, who partner with retailers to navigate disruption through clear, data-backed strategies. Learn more about our Advisory Services here. Relevant research: Watch the on-demand webinar replay here. Dive into our full coverage of tariffs. Discover reports on supply chain and AI in 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:Groceryshop 2025 Day Three: Driving Grocery’s Future with AI, New Revenue Models and Unified VisionPositivity About Personal Finances Continues: Weekly US Consumer Sentiment, Week 27, 2025—InfographicHoliday 2024: US Retail Wrap-Up—Apparel and Amazon Dominate SpendingUS Store Tracker Extra, July 2025: 127 Million Square Feet of Retail Space To Close, Outpacing Openings by 60%
Deep DiveSentiment; Tariff Perceptions; Inflation Reactions—Taking the Consumer Pulse on Essentials: US Consumer Survey Insights Aditya Kaushik, Analyst July 15, 2025 Reasons to ReadThe Coresight Research weekly US Consumer Survey Insights series provides a unique weekly check on US consumers’ behaviors and sentiment, based on exclusive proprietary survey data. This week, in addition to our usual weekly findings on consumer sentiment, activities and shopping patterns, we assess our monthly metrics on the expected impact of tariffs, and perceptions of, and responses to, inflation. The latest data in this report are from our survey conducted on July 7, 2025. Data in this research report are our latest proprietary survey findings, which include: Whether consumers expect tariffs to impact them personally/the economy negatively or positively Concerns and perceived benefits around new tariffs, and any changes to shopping behaviors as a result of new tariffs Consumers’ perceptions of inflation, and its impact on their grocery and nongrocery shopping behaviors Consumers’ expectations for the economy overall and for their personal financial situation Which retailers consumers have bought food and nonfood products from in the last two weeks Companies mentioned in this research report include: Aldi, Amazon, Costco, Dollar General, Kroger, Target, 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:Weekly UK Store Openings and Closures Tracker 2025, Week 18: WHSmith To Open Additional Travel StoresWeekly US Store Openings and Closures Tracker 2025, Week 30: Claire’s Reportedly Plans to File for BankruptcyWorld Retail Congress 2025 Insights: Consensus on Tariffs Floor, AI Risks in Adaptive Apparel, Smart Scaling in FocusWeekly US Store Openings and Closures Tracker 2025, Week 21: US Store Closure Cross 5,000 as Rite Aid Begins Closing Stores
Insight ReportAmazon Prime Day 2025 Wrap-Up: US Purchase Rate Jumps as Retail Rivalry Heats Up—Exclusive Data Insights Anand Kumar, Associate Director of Retail ResearchJohn Harmon, CFA, Managing Director of Technology ResearchJohn Mercer, Head of Global Research and Managing Director of Data-Driven Research July 15, 2025 Reasons to ReadUncover: How widely shopped Prime Day 2025 was and how spending compared to 2024 Which categories US consumers purchased on Prime Day 2025 The strength of summer-related purchases and back-to-school purchases on Prime Day Rates of shopping for other July sales events in US retail Data in this research report include proprietary US consumer survey data on: Intent to shop versus actual shopping rates, 2023–2025 Category-level shopping on Prime Day, 2025 vs. 2024 Purchase rates for summer-related and BTS (back-to-school) products during Prime Day Rates of shopping other July 2025 sales events such as Walmart Deals Companies mentioned in this report include: Amazon, Best Buy, Target, Walmart Other relevant research: All our coverage of Amazon’s Prime Day 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. 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 38: Global Names, Including LEGO, Monos and Uniqlo, Continue to ExpandWeekly UK Store Openings and Closures Tracker 2025, Week 27: Store Closures Up 8% Year Over YearSeasonal Shopping, 3Q25—Expectations for the Fourth of July, Labor Day, Amazon Prime Day: US Consumer Survey Insights ExtraNew Technologies to Drive Retailer-Supplier Collaboration: Insights Presented at NACDS Annual Meeting 2025
Insight ReportProfiling Six Artificial Intelligence Startups: AI Showcase Insights Anna Beller, Vice President of AdvisoryJohn Harmon, CFA, Managing Director of Technology Research July 14, 2025 Reasons to ReadGet key highlights and strategic insights from a showcase of AI startups focused on AI model optimization, repair and correction, governance and compliance, in addition to solutions for AI-powered testing and enabling non-technical employees to receive business insights from data. We profile six companies from a virtual showcase of AI startups on June 26, 2025, organized by the Israeli Economic Mission. 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: GrocerAI—Delivering Fast, Personalized Grocery Baskets with Agentic AIConsumer Sentiment Stabilizes… for Now; Plus, Inflation Awareness Rises: US Consumer Survey InsightsAnalyst Corner: Constrained Consumers Could Soon “Get to the Goods” Again—Evolving In-Store Loss Prevention, with John HarmonWalmart Investment Community Meeting 2025: From Low-Margin Retailer to Diversified, Digital Profit Engine, But Tariffs Create Uncertainty
Insight ReportUS Holiday 2025: Early Outlook—Improving Signals, But Will It Last? Aditya Kaushik, AnalystJohn Mercer, Head of Global Research and Managing Director of Data-Driven Research July 14, 2025 Reasons to ReadWe analyze US consumers’ expectations for the 2025 end-of-year holiday season and provide our early perspective on US retail’s potential performance during the holiday peak. What are the most likely scenarios for holiday retail growth in 2025, and how might tariffs, inflation and macro uncertainty affect the outlook? Read this report to find out. Data in this research report include proprietary US consumer survey findings: Consumer sentiment—expectations for the economy overall and for their own personal financial situation over the next 12 months Consumers’ spending expectations for the 2025 holiday season compared to last year How consumers expect their financial situation in the holiday season to compare to now—overall and by income level Holiday shopping preferences Companies mentioned in this report include: Walmart, Costco, The TJX Companies, Shein, Temu Other relevant research: Retail Under Pressure: How Will Tariffs Disrupt the Back-to-School and Holiday Seasons? US Retail and Consumer Outlook: June 2025 All our coverage of the end-of-year US holiday season 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:Retail Crime and Shrink: More Shoppers Say No to Locked-Up Merchandise; Self-Checkout Gets a MakeoverUS Back to School 2025, Part 1: Early Shopping, Tariff Worries and Strategic Choices Shape BTS 2025Rolling Metric Improves This Week: Weekly US Consumer Sentiment, Week 41, 2025—Data GraphicAugust 2025 US Retail Sales Outlook: July Strength and Improved Outlook Score Raise Retail Projection Above 4%
