Reasons to Read

Explore the latest trends in the US consumer packaged goods (CPG) market, based on real-world sales data. In the latest four-week period, the beauty category continued to grow rapidly, continuing a trend seen through 2025.

Read this report to report to discover answers to these and other questions:

  • How CPG e-commerce growth has moderated and how it compares to the prior quarter’s performance.
  • How growth rates are shaping up in CPG sectors—food & beverages, health & beauty, and general merchandise & homecare—in the holiday quarter.
  • Why the beauty category is maintaining its leadership in growth, with both online and total sales posting strong numbers.

Data in this report include: e-commerce vs. in-store sales growth by department; category-level performance within food, beauty, and general merchandise.

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Reasons to Read

Keep 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: Holland & Barrett, Home Bargains, Miniso and Watches of Switzerland

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.

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Find 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: American Eagle Outfitters, Best Buy, Cole Haan, Dollar General, Dollar Tree, Tilly’s and Watches of Switzerland

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.

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Reasons to Read

The 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

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The Coresight Research monthly China Consumer Survey Insights series takes a regular temperature check on Chinese consumers’ behaviors and sentiment, based on exclusive proprietary survey data.

In this research report, we present findings from our latest weekly surveys, with the most recent undertaken on November 24, 2025. We spotlight developments in consumer sentiment on the economic and financial outlooks.

Read this report to discover answers to these key questions:

  • How has consumer sentiment in China evolved in November, and what do recent peaks in optimism indicate about consumer expectations for the upcoming retail season?
  • What role did Singles’ Day play in shaping short-term optimism, and how do the post-event dips reflect evolving consumer confidence?
  • What are the key consumer behaviors and purchase trends observed in the weeks leading up to and after Singles’ Day?

Data in this research report includes:

  • Consumers’ expectations for economic conditions and personal finances over the next 12 months, showing how optimism has evolved.
  • Changes in personal financial situations compared to 12 months ago, shedding light on shifts in consumer wealth perceptions.
  • Consumer activities over the past two weeks, highlighting engagement levels and emerging trends.
  • Purchasing behaviors, with insights into what consumers are buying in-store and online during the survey period.

Other relevant research:

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Reasons to Read

Explore how creativity, technology, and intelligence are converging to redefine the future of retail. This presentation examines the rise of creative intelligence and its impact on how brands engage consumers, build emotional connection, and drive growth. It highlights real-world applications across commerce, the evolving role of AI in creative strategy, and what this shift means for leadership in an increasingly dynamic retail landscape.

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Reasons to Read

Understand trends in US retail and logistics holiday hiring—including 2025 and multiyear data—in this data graphic.

Discover:

  • How holiday hiring totals have changed each year, 2013–2025, and what major changes we have seen this year
  • How holiday hiring has changed at selected major retailers and logistics firms during 2013–2025
  • What’s driving changes in holiday hiring in 2025

Find our full data set on holiday hiring, by company, in our US Holiday Retail 2025 Databank.

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Discover how AI is reshaping global retail and tech employment—and what it means for the future workforce.

Read this report to discover answers to these and other questions:

  • Are current retail and tech layoffs being driven more by structural changes like AI adoption—or by cyclical economic pressures?
  • How do 2025 layoff trends compare to 2024 across both tech and retail industries?
  • What specific factors are companies citing when announcing layoffs, and how does AI play a role?
  • What distinguishes structural from cyclical workforce shifts—and why does it matter for long-term business strategy?
  • Which companies are leading (or lagging) in adapting to AI-driven transformation, and how will this impact competitive advantage?

Companies mentioned in this report include: Accenture, Adobe, Alphabet/Google, Amazon, Autodesk, IBM, Microsoft, Nestlé, Salesforce, SAP, Scale AI and Tata Consultancy Services.

Data in this report include: Global retail and tech layoff totals and announcement counts; company-level layoff announcement; AI-related restructuring commentary; analysis of layoff timing by month.

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Reasons to Read

Discover 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.

Data in this research report include: Consumer sentiment by income and time; and retailer and category-level shopping data.

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Discover how tariffs and inflation driven shifts in sentiment and behavior are shaping the mid weeks of the 2025 holiday shopping season and specifically on Black Friday event.

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?
  • What product categories and from which retailer did consumers shop?

Data in this research report include: Holiday purchase rates; top retailers for holiday shopping and holiday categories, Black Friday popular products categories and retailers.

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, Walmart.

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Dive into the details of Aldi’s and Lidl’s US store openings in 2025, with this data graphic. This graphic features exclusive real estate data the new Store Intelligence Platform from Coresight Research.

Discover answers to these and other questions:

  • How does Aldi’s store growth in 2025 compare to Lidl’s, and where are these discounters focusing their expansion efforts?
  • What is the current footprint of Aldi and Lidl stores?
  • How does the Store Intelligence Platform work, and what makes it different from other tools tracking retail real estate?

Companies mentioned in this report include: Aldi, Lidl

Data in this report include: Aldi and Lidl store openings by state; active store counts by state

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Uncover how shifting market dynamics, economic headwinds and consumer trends are reshaping US drugstore and pharmacy retail.

Read this report to discover answers to these and other questions:

  • What is the 2025 growth outlook for the US drugstore and pharmacy market—and which segments are driving it?
  • Which retailers are gaining and losing market share in the evolving drugstore and pharmacy landscape?
  • Which are the top-performing retailers and brands and how are non-specialists and marketplace leader Amazon changing the game?
  • What macro and demographic forces—from inflation to aging consumers—are influencing demand, pricing and relevance in the sector?

Companies mentioned in this report include: Albertsons Companies, Amazon, CVS Health, Costco, Dollar General, Dollar Tree, Family Dollar, Health Mart, Kroger, McKesson, Publix, Rite Aid, Walgreens and Walmart.

Data in this report include: total market size and segment forecasts through 2029; e-commerce penetration trends; store counts and traffic data by retailer; operating margins by retailer; and results from Coresight’s July 2025 US consumer drugstore and pharmacy survey.

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Step into the future of retail with the transformative power of AI-driven commerce. In this report, we reveal how the shift from traditional SEO to Generative Engine Optimization (GEO) is reshaping the retail landscape. As AI shopping agents and agentic commerce emerge as dominant forces, understanding the strategies that will keep your brand visible and competitive is crucial.

Explore the full potential of GEO and agentic commerce by reading this report and answering these key questions:

  • How can retailers optimize product listings to align with AI-driven platforms like ChatGPT, Gemini, and Perplexity?
  • Why is the shift from SEO to GEO essential for staying relevant in the AI-powered shopping era?
  • How do AI shopping agents prioritize structured, human-readable data, and what steps can you take to ensure your products are featured?
  • What is the role of earned media in driving visibility, and how can you leverage third-party reviews and expert coverage to boost your brand’s AI search ranking?
  • How can you adapt content for each stage of the consumer journey, from awareness to retention, to increase conversions and reduce drop-off?

Data in this research report include/are: insights on AI’s impact on product visibility, the importance of structured data, comparison between SEO and GEO, and earned media’s role in AI-driven shopping

Companies mentioned in this report include/are: ChatGPT, Google, OpenAI, Perplexity and various retailers adapting to AI-powered commerce.

  • Unlock the strategies that will revolutionize your brand’s approach to AI-driven visibility and consumer engagement!

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Understand how drugstores and pharmacies are transforming retail through scale, innovation and value-driven strategies.

Read this report to discover answers to these and other questions:

  • How are drugstores and pharmacies driving structural shifts in US retail—and what non-specialist pharmacies rise mean for major drugstore chains?
  • What demographic and technological forces are reshaping the future of drugstores and pharmacies and how will their business models evolve?
  • Why Walgreens went private and Rite Aid closed down and what strategic pivots drugstores and pharmacies making to gain market share and customer loyalty?
  • What challenges lie ahead for drugstores and pharmacies and how might big box players like Amazon and Walmart impact major drugstore chains path forward?

Companies mentioned in this report include: Albertsons Companies, Amazon, CVS Health, Costco, Dollar General, Dollar Tree, Family Dollar, Fillogic, Kroger, Persado, Publix, Rite Aid, Walgreens, Walmart.

Data in this report include: Private-label volume share by channel, top private label retailers, retail media market size and growth projections.

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Reasons to Read

Welcome 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.

We spotlight five standout insights from Black Friday 2025 that provide meaningful signals for the balance of the holiday 2025 season.

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