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Uncover how tariff-driven early shopping and carrier diversification are reshaping peak season logistics.

Read this report to discover answers to these and other questions about the US holiday last-mile landscape:

How is the early pull-forward of holiday demand expected to impact last-mile delivery networks in 2025?
Why are most online holiday shoppers opting for regular delivery despite the rise in faster fulfillment options?
How will rising holiday surcharges from FedEx and UPS affect large-volume shippers—and which alternatives are gaining traction?
What role will the persistent labor shortfall play in shaping logistics capacity this season—and how are retailers responding?

Companies mentioned in this report include: Amazon, Costco, FedEx, GLS US, H-E-B, Rithum, SpeedX, Target, UniUni, UPS, Veho and Walmart.

Data in this report include: Consumer survey data on early holiday shopping behavior and delivery preferences; fulfillment method preferences among online shoppers; surcharge comparisons from FedEx and UPS; labor market statistics for transportation and warehousing sectors.

Other relevant research:

All Coresight Research coverage of US holiday retail

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Uncover which consumer groups are driving early holiday shopping and reshaping October retail events.

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

How did actual shopper participation in Amazon’s Prime Big Deal Days compare with consumer expectations and last year’s event?
Which key demographics—by age, income, and location—led participation across major October promotions at Amazon, Walmart, Target and Kohl’s?
What do shifting consumer behaviors tell us about early holiday shopping trends and the opportunity to engage younger, affluent shoppers?

Companies mentioned in this report include: Amazon, Walmart, Target, Kohl’s

Data in this report include: shopper participation rates across major October 2025 sales events; demographic breakdowns by age, income, and location

Other relevant research:

All Coresight Research coverage of US holiday retail

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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.

This week, Madhav Pitaliya, Analyst, explores Ulta Beauty’s launch of UB Marketplace and the context for this move.

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 explores US consumers’ spending expectations for shopping events in the fourth quarter of 2025—namely, Halloween (October 31), Singles’ Day (November 11), Black Friday (November 28) and the end-of-year holiday season.
US Beauty Retailing: Themes, Concepts and Innovators—Personalization, Tech Integration and Wellness To Drive Change
Analyst Corner: Beauty’s Back! The US Beauty Market Bounces Back, with Madhav Pitaliya and John Mercer

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Reasons to Read

Discover how US consumer packaged goods (CPG) sales are evolving as both in-store and e-commerce channels face new headwinds. While online sales continue to post double-digit gains, momentum is slowing—and in-store sales have turned negative for the first time since early 2023. Amid this softening, one category stands out: beauty, which remains resilient and continues to post the strongest growth across the sector.

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

How has total CPG e-commerce growth shifted since the previous reporting period—and what’s driving the deceleration?
Which departments—food & beverages, health & beauty, or general merchandise & homecare—are leading or lagging in 2025?
Why has in-store sales growth moved into negative territory, and what does that signal for broader consumer demand?
What factors are fueling beauty’s resilience, even as other discretionary sectors cool?

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

Other relevant research:

More reports in our US CPG Sales Tracker series
Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles

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Uncover how shifting consumer behaviors during China’s Golden Week 2025 signal a new phase of domestic growth.

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

How did domestic travel and spending during the extended 8-day holiday reflect strengthening consumer demand in China?
What do rising average daily sales across consumption-related industries reveal about the depth and breadth of consumer activity during Golden Week?
Why is off-peak, staggered travel gaining popularity—and what does it say about changing traveler priorities and behavior?

Companies mentioned in this report include: Tuniu.

Data in this report include: Volume of domestic trips and year-over-year travel growth; total tourism spending during the holiday period; average daily sales increases in consumption-related industries; consumer adoption of off-peak travel strategies.

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Understand which trends are reshaping the world’s largest shopping event.

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

How are Alibaba and JD.com scaling generative AI to elevate the Singles’ Day shopping experience for both consumers and merchants?
How will delivery change in 2025, and how are newer platforms transforming fulfillment speed?
Why are streamlined, transparent promotions becoming the norm—and how are consumer preferences and operational efficiencies driving this change?

Companies mentioned in this report include: Alibaba and JD.com.

Other relevant research:

All Coresight Research coverage of Singles’ Day

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Reasons to Read

Stay 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: Alo Yoga, Atelier Rebul, Boyes, Co-op, HMV, Iceland, Kenji, Marks & Spencer, New Look, Oliver Bonas, Primark, Schuh, Søstrene Grene, Sweaty Betty and The Entertainer.

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.

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Reasons to Read

Discover 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: Camera West, Metro Mattress, Ross Stores and Samsung.

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.

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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:

The full US Consumer Survey Insights reports from which these graphics feature highlights
The accompanying US Consumer Survey Databank
All Weekly US Consumer Sentiment infographics (The series launched in early March 2025.)

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Discover how Diwali is redefining the global holiday calendar—and what it means for retail strategy in 2025.

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

How are GST reforms, rising incomes and consumer sentiment positioning Indian retailers for above-trend Diwali growth?
In what ways is India’s festive calendar evolving into a continuous retail cycle that extends beyond Diwali?
How are global retailers like Walmart, Target and Tesco capitalizing on Diwali’s growing mainstream recognition—and what risks are emerging?
What does Diwali reveal about US retail readiness in the face of new tariffs, shifting pricing strategies and cultural marketing demands?

Companies mentioned in this report include: Adidas, Ajio, Amazon, Costco, Flipkart, Meesho, Myntra, Reliance Digital, Target, Tesco, Walmart, Williams-Sonoma, Zepto.

Data in this report include: India’s festive season turnover value; Diwali’s 3D retail acceleration framework; festive consumer spending patterns; tariff impacts on US-bound Indian imports.

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Reasons to Read

Where, when and how will US consumers spend for holiday 2025? We analyze findings from our proprietary holiday 2025 US consumer survey to offer critical insights on the shape of demand and consumers’ shopping expectations for the holiday season.

We present our holiday sales projections, examine how shopper behavior will differ this year from last, and assess how the current economic and inflationary environment will impact spending.

Uncover how AI, inflation and early shopping behaviors are reshaping the 2025 holiday retail landscape.

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

What is Coresight Research’s projection for 2025 holiday retail sales and how is inflation shaping expectations?
Why are more consumers shopping earlier this season and which income groups are driving this shift?
What are the key motivations behind consumer holiday budgets and how are tariffs influencing spending plans?
How is generative AI transforming holiday shopping?
Which retailers are expected to dominate and what matters most to consumers when choosing where and how to shop?

Data in this research report include: Holiday sales growth projections; consumer spending intentions by income group; tariff and inflation impacts on gift buying; AI and social media usage for gift discovery; product category and retailer preferences; online vs. offline shopping behaviors; credit and BNPL usage trends.

Companies mentioned in this report include: Abercrombie & Fitch, Amazon, Adidas, American Eagle Outfitters, Apple, Bath & Body Works, Best Buy, Burlington, Costco, CVS Health, Dillard’s, Dollar General, Dollar Tree, DSW, eBay, Etsy, Family Dollar, Famous Footwear, Finish Line, Foot Locker, Gap, Home Depot, H&M, JCPenney, Kohl’s, Lowe’s, Lululemon Athletica, Macy’s, Menards, Neiman Marcus, NIKE, Nordstrom, Old Navy, Publix, Ralph Lauren, RH, Saks Fifth Avenue, Sally Beauty, Sephora, Shein, Sprouts Farmers Market, Target, Skechers, Temu, TJX, Trader Joe’s, Tractor Supply Company, Ulta Beauty, Uniqlo, Urban Outfitters, Walgreens, Walmart, Wayfair and Zara.

Other relevant research:

All Coresight Research coverage of US holiday retail
US Holiday 2025: Consumer and Retail Outlook—Premium Subscriber Call, September 2025
Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys.

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Reasons to Read

Uncover how retailers are redesigning stores and deploying technology to eliminate friction and keep shoppers in-store.

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

How are AI-powered design tools and shelf-monitoring technologies reducing out-of-stocks and improving store navigation?
What checkout innovations are helping retailers cut queue times and streamline self-checkout experiences?
How are retailers finding the right balance between staff and automation to enhance service while maintaining efficiency?

Data in this research report include: A proprietary Coresight Research survey of 401 consumers conducted in August 2025 on the reasons shoppers left a store without making a purchase.

Companies mentioned in this report include: Diebold Nixdorf, Kroger, Nixdorf, Target, Tesco, Walgreens Boots Alliance and Walmart.

This report is produced and made available to non-subscribers of Coresight Research in partnership with Diebold Nixdorf.

Other relevant research:

RetailTech: Empowering Retail’s Front Line, Creating Smarter Stores—Five Tech-Driven Strategies for Associate Enablement

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Our Sector Focus data graphics feature the latest survey findings on US retail sectors and categories. Dive into the US e-commerce sector, including Amazon vs. Walmart, in this graphic.

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

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Reasons to Read

Discover how tariffs and inflation driven shifts in sentiment and behavior are shaping the early stages of the 2025 holiday shopping 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?
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?
Where are US consumers shopping for food and nonfood items and how is channel preference shifting?

Data in this research report include: Consumer sentiment by income and time; holiday purchase rates; top retailers for holiday shopping and holiday categories; and retailer and category-level shopping data.

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

Other relevant research:

All our coverage of the end-of-year US holiday season
Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys.

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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 September 29, 2025. We spotlight developments in consumer sentiment on the economic and financial outlooks.

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

How has consumer sentiment in China shifted in September, and what does the decline in optimism signal about household behavior?
What are the implications of September’s sentiment trends for October Golden Week spending and retail sector performance?

Data in this research report are:

Consumers’ expectations for economic conditions and personal finances in the next 12 months
How consumers’ financial situation now compares to 12 months ago
Activities that consumers have done in the past two weeks
What products consumers have bought in-store and online in the last two weeks

Other relevant research:

Read the full series of China Consumer Survey Insights
The Coresight Research China Retail Sales Databank brings together retail sales data to help you understand the trajectory of retail in China.
Interested in more consumer survey analysis? Check out our US Consumer Survey Insights series.

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