Reasons to Read

We dive into trending, retail-related posts we have seen during the 2025 holiday season (defined by Coresight Research as October–December), offering insights into the creative strategies employed by brands and retailers via these posts.

Uncover the most effective social commerce strategies reshaping holiday retail in 2025.

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

  • How are retailers using influencer-led social commerce to boost trust, engagement and sales across platforms like TikTok, Instagram and YouTube?
  • In what ways are brands harnessing TV shows and movie-inspired hype to drive urgency, cultural relevance and consumer excitement this holiday season?
  • What interactive campaign strategies are most effective at fueling consumer participation, generating user-generated content and enhancing brand loyalty?
  • How are quirky holiday assortments and limited-time releases turning social media buzz into immediate conversions and store visits?

Companies mentioned in this report include: Columbia Sportswear, Crocs, Facebook, Instagram, Kohl’s, Levi Strauss & Co., Macy’s, Old Navy, Target, TikTok, Ulta Beauty, Youtube and Walmart

Data in this report include: Consumer expectations for finding gift ideas; attitudes toward using social media in holiday shopping; social platforms used for recent product purchases.

Other relevant research: 

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Reasons to Read

Our Sector Focus data graphics feature the latest survey findings on US retail sectors and categories. Dive into the US home and home-improvement sector in this graphic.

Head to our US Consumer Survey Insights Databank for the full selection of data from our quarterly sector surveys.

Find our full selection of US Consumer Survey Insights reports and data graphics here.

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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: Animal, Clarks, Dr. Martens, Haribo, Hawes & Curtis, Lugano Diamonds, Matalan, Mountain Warehouse, Pop Mart and Sweaty Betty.

Data in this report include: weekly totals of UK store closures and openings for 2025 and 2024; retailer-level breakdowns of announced versus confirmed closures/openings.

Other relevant research:

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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: Alimentation Couche-Tard, Bath & Body Works, Belk, Burlington Stores, Dick’s Sporting Goods, Dr. Martens, Lugano Diamonds, Lululemon Athletica, Muji, Natural Grocers, Saks Fifth Avenue, The Buckle, The Gap, Inc., The North Face, Vessi, Williams-Sonoma, and Zara.

Data in this report include: weekly totals of US store closures and openings for 2025 and 2024; retailer-level breakdowns of announced versus confirmed closures/openings; total store counts by retailer; total US retail bankruptcies year to date.

Other relevant research:

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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

Other relevant research:

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Reasons to Read

Our Holiday Bites series for 2025 spotlights proprietary survey data and analysis for the end-of-year holiday season. 

This series covers US consumer expectations for holiday spending, the shape and scale of demand and trends in shopper behavior during the holidays.

In this graphic, we highlight change in shopping behavior related to usage of GLP-1 weight-loss drugs. Discover US consumers’ changes in shopping behavior due to intake of GLP-1 weight-loss medication—in total, and broken down by age.

Data in this research report include: GLP-1 consumer survey data.

Other relevant research:  

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Reasons to Read

Artificial intelligence (AI) is no longer a future concept—it has become a present-day force reshaping retail. From generative AI in marketing to automation in merchandising and fulfillment, AI is redefining how retailers operate, compete and grow.

Premium subscribers were invited to our monthly Premium Subscriber Call on Wednesday, November 26, 2025, at 11:00 AM ET. The Coresight Research team delivered a strategic briefing on where AI is delivering impact today—and what leaders must do next to prepare for 2026 and beyond.

During the session, the Coresight Research team shared real-world AI use cases across retail sectors, tied to key technologies, and provided analyst perspectives on what’s ahead for AI in retail, including the latest developments in agentic AI.

Watch the analyst video that features this presentation here.

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Reasons to Read

In September 2025, US retail sales (excluding gasoline and automobile sales) increased by 5%, an acceleration from the previous month. Using data from the US Census Bureau, we analyze US retail sales in September 2025, in total and by sector.

Data in this research report are:

  • Year-over-year changes in US total retail sales (excluding gasoline and automobiles), September 2024– September 2025
  • Year-over-year changes in retail sales by sector, August and September 2025
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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.
  • How Federal Government Shutdown impacting consumers’ financially and their holiday plans?

Data in this research report include: Consumer sentiment by income and time, impact of Federal Government Shutdown on consumers; and retailer and category-level shopping data.

Other relevant research:  

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Reasons to Read

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

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

  • What early signals are we seeing in holiday shopping behaviors and which retailers are winning early-season share?
  • Where are consumers shopping for holiday products and how are discount and convenience players performing?
  • What product categories are leading early holiday purchases, and what role is inflation playing in consumer choices?

Data in this research report include: Holiday purchase rates; top retailers for holiday shopping and holiday categories.

Companies mentioned in this report include: Albertsons Companies, Amazon, Best Buy, Costco, Dollar Tree, eBay, Etsy, Family Dollar, Five Below, Gamestop, Hobby Lobby, Home Depot, JCPenney, Kohl’s, Kroger, Lowe’s, Macy’s, Old Navy, Ross Stores, Sam’s Cub, Sephora, Target, Temu, The TJX Companies, Ulta and Walmart.

Other relevant research:  

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Reasons to Read

As part of our coverage of the 2025 holiday season, Coresight Research examines the potential of Black Friday this year (November 28), including proprietary survey data on consumers’ shopping intentions and major retailers’ Black Friday plans and promotions.

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

  • How are inflation and economic uncertainty shaping consumer shopping behavior ahead of Black Friday 2025?
  • What does Coresight Research’s proprietary consumer survey data reveal about demand and shopping channel preferences this Black Friday?
  • How are major retailers adjusting their Black Friday strategies—including timing, promotions and AI tools—to drive traffic and sales?
  • What are the broader retail and macroeconomic implications for Black Friday within the Holiday 2025 season?

Companies mentioned in this report include: ACME, Albertsons Companies, Amazon, Bass Pro Shops, Best Buy, Big Lots, Cabela’s, Costco Wholesale, CVS Health, Dollar General, Family Dollar, Food Lion, The Home Depot, JCPenney, Kohl’s, Kroger, Macy’s, Old Navy, Stop & Shop, Target, VF Corporation and Walmart.

Data in this report include: US consumer survey insights on Black Friday shopping intentions and behaviors; product category breakdowns for in-store and online shopping; retailer-specific Black Friday promotional strategies and AI initiatives.

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Reasons to Read

Discover how US department stores are adapting to changing consumer behaviors and evolving real estate strategies in the post-pandemic retail landscape. This report is part of our Real Estate Insights series.

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

  • What is driving the contraction in the US department store market?
  • How are Macy’s and Kohl’s optimizing their store footprints for profitability?
  • Why are smaller, off-mall stores becoming a core strategy for leading department stores?
  • How are partnerships like Kohl’s and Sephora boosting store traffic and sales?
  • What new metrics are department stores using to measure store productivity in a post-pandemic world?

Companies mentioned in this report include: Belk, Dillard’s, JCPenney, Kohl’s, Macy’s and Nordstrom.

Data in this report include: US department store market contraction projections; store openings and closures; sales growth and foot traffic changes; store productivity metrics and partnerships.

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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 discuss a shift in the CPG sector from price-driven to volume-supported growth, as well as how GLP-1 and AI innovations are reshaping product strategies and operational efficiency

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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: Anne Fontaine, B&M, Birkenstock, Kith, Moss, Peacocks, Primark, Pure Seoul, Rixo, Søstrene Grene, Stradivarius and The Food Warehouse.

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:

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Reasons to Read

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: CU, Fabletics, Figs, Frank & Eileen, IKEA and Silbon.

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:

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