Store TrackerUS Store Tracker Extra, June 2025: 120+ Million Square Feet of Retail Space To Close This Year, Outpacing Openings by Over 1.5X Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research July 4, 2025 Reasons to ReadIn June 2025, announced store closures by At Home and New Rite Aid, which have filed for bankruptcy, pushed the total amount of retail space to close in the US this year to over 120 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 June 27, 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: Burlington Stores, Casey’s, Dollar Tree, Kroger, New Rite Aid, Torrid, Ulta Beauty Other relevant research: More research reports on physical retail 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:Consumer Sentiment Stabilizes Following Trade Talks and Rate Cut: US Consumer Survey InsightsSingles’ Day 2025 Around the World—Global ObservationsConfidence and Couture—Consumer Sentiment Ticks Up, Gucci Leads in Luxury: US Consumer Survey InsightsInnovator Profile: Lica World—Delivering Compelling AI-Created Video to Maximize ROAS
InfographicPositivity About Personal Finances Continues: Weekly US Consumer Sentiment, Week 27, 2025—Infographic Coresight Research July 3, 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) This week, we point to continued improvement in consumers’ financial expectations, which are diverging further from lagging economic sentiment. The latest data in this infographic are from our survey conducted on June 23, 2025. Dive into the research behind this infographic: Positivity About Personal Finances Continues; Walmart Leads Mass Merchandisers and Warehouse Clubs: 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:Retail Crime and Shrink: More Shoppers Say No to Locked-Up Merchandise; Self-Checkout Gets a MakeoverResilience Now: Turn Tariff Uncertainty into Opportunity Using AIGrocery Retailing—US Real Estate Insights: Value and Specialty Grocers Lead Store Expansion as Traditional Retailers Lag BehindFive Ways AI Is Being Used in Luxury Retailing—and What’s Next
Deep DivePositivity About Personal Finances Continues; Walmart Leads Mass Merchandisers and Warehouse Clubs: US Consumer Survey Insights Aditya Kaushik, Analyst July 2, 2025 Reasons to ReadThe Coresight Research weekly US Consumer Survey Insights series takes a regular temperature 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 dive into findings on mass merchandiser and warehouse club shopping specifically. Uncover popular retailers and the most bought categories in these sectors. The latest data in this report are from our survey conducted on June 23, 2025, with headline findings on the dominance of Walmart among mass merchandisers and warehouse clubs (by shopper penetration). We also highlight continued improvement in consumers’ financial expectations, which are diverging further from lagging economic sentiment. Data in this research report are our latest proprietary survey findings on: Popular retailers and product categories among mass merchandiser and warehouse club shoppers Consumers’ expectations for the economy overall and for their own personal financial situation—plus, breakdowns of our findings by income Where consumers have bought food and nonfood products from in the last two weeks What consumers have bought in-store and online in the last two weeks Activities that consumers have done in the past two weeks Companies mentioned in this research report include: BJ’s Wholesale Club, Costco, Sam’s Club, Target, Walmart Other relevant research: Our Weekly US Consumer Sentiment infographic series complements our survey reports with selected findings on consumers’ financial and economic expectations each week. US Mass Merchandisers, Warehouse Clubs and Discount Stores— Retail 2025 Sector Outlook: Essentials To Fuel Revenue Growth Where Shoppers Live vs. Where They Shop: US Consumer Survey Insights Extra All our coverage of mass merchandisers, discount stores and warehouse clubs 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:High-Income Consumers Drive Uptick in Financial Optimism: Weekly US Consumer Sentiment, Week 22, 2025—InfographicEconomic Optimism at Five-Month Low; Holiday Shopping Slows: US Consumer Survey InsightsWeekly US Store Openings and Closures Tracker 2025, Week 23: Rite Aid To Close Almost 500 StoresFinancial Sentiment Turns Negative; Tariff Pessimism Deepens; Inflationary Trade-Down Persists: US Consumer Survey Insights
Event PresentationNextGen 2025 Highlights: Coresight Research Premium Subscriber Call, July 2025 Anna Beller, Vice President of AdvisoryJiayue Zhao, Strategy ConsultantJohn Harmon, CFA, Managing Director of Technology ResearchMax Kahn, President July 2, 2025 Reasons to ReadThe Coresight Research NextGen 2025: Retail, Real Estate & the New Consumer conference, held on June 23, 2025, brought together a curated mix of leaders and innovators to dive into the shifts reshaping how we build, operate and connect. The event agenda put a sharp focus on AI (artificial intelligence), the evolving consumer and the spaces where commerce comes to life. On July 1, 2025, the Coresight Research team shared our takeaways from this conference in the latest Premium Subscriber Call, providing insights on critical topics impacting retail operations in 2025 and beyond. Read this presentation to explore five key themes from NextGen 2025, from the power of AI to the retail media opportunity to agile supply chains. Premium subscribers can watch the on-demand webinar replay here. Featured speakers on the Coresight Research team: Maxwell Kahn, President Anna Beller, Director of Special Projects John Harmon, Managing Director of Technology Research Jiayue Zhao, Strategy Consultant Other relevant research: Shaping What’s Next in Retail—Physical Retail, AI, Retail Media: Insights from NextGen 2025, a Coresight Research Conference All our insights on retail media, supply chain and AI in retail More event coverage from Coresight Research Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. Catch up on previous Premium Subscriber Calls 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:Sentiment Dives, Tariff Pessimism Deepens, Reactive Shopping Entrenches: US Consumer Survey InsightsFinancial Confidence Reaches Five-Month High: Weekly US Consumer Sentiment, Week 26, 2025—InfographicHead-to-Head in Global Luxury Retailing: Kering vs. LVMHInnovator Profile: Selectika—Enhancing Online Product Discovery Through Intelligent Metadata Enrichment
Deep DiveUS Back to School 2025, Part 1: Early Shopping, Tariff Worries and Strategic Choices Shape BTS 2025 Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research July 1, 2025 Reasons to ReadWe kick off our US Back to School 2025 series of reports by diving into proprietary survey findings on US consumers’ spending expectations for the BTS (back-to-school) season. When will consumers start shopping for BTS, and how much will they spend? How are inflation and tariffs impacting BTS 2025 shopping behavior? In which categories are consumers willing to shop resale? Read this report to find out! Data in this research report include: When consumers will shop for BTS, 2025 vs. 2024 How much consumers expect to spend on BTS per child How much consumers expect to spend on BTS compared to 2024—overall (in dollar and volume terms) and breakdowns by income, geography and school level The impacts of inflation and tariffs on BTS shopping Attitudes to BTS shopping—including spending on online learning tools, budget changes and openness to resale Other relevant research: 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:Global Luxury—Real Estate Insights: Brands Move from Tenants to Landlords, with Innovative, Experience-Rich FlagshipsEarnings Insights 4Q24, Week 7: Costco, Inditex and Puma Lead with Solid Fourth-Quarter GrowthInnovator Profile: MUSE Inc.—Transforming Retail Operations with Intelligent Store RobotsRolling Metric Improves This Week: Weekly US Consumer Sentiment, Week 41, 2025—Data Graphic
Insight ReportUS CPG Sales Tracker: E-Commerce Sustains Double-Digit Growth Rate; In-Store Sales Expansion Slows Prerana P Kotian, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research July 1, 2025 Reasons to ReadThe Coresight Research and Circana monthly US CPG Sales Tracker provides our data-driven analysis of sales trends in the US CPG (consumer packaged goods) industry—covering the product categories of food & beverages, health & beauty, and general merchandise & homecare. How is the pace of CPG e-commerce growth shifting, and what macro and consumer trends are sustaining it? Which departments are driving or dragging total and online sales performance? Which product categories are seeing the strongest momentum across online and in-store channels? Find out with this report, which presents key insights for the four weeks ended June 15, 2025. Data in this research report include: CPG sales growth—e-commerce, in-store and in total E-commerce and total CPG sales growth by category type Food & beverages department breakdown by category: e-commerce and total sales growth Nonfood department breakdown by category: e-commerce and total sales growth 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 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:Economic Sentiment Declines Significantly: Weekly US Consumer Sentiment, Week 43, 2025—Data GraphicAI Insights: Instacart CEO Fidji Simo To Join OpenAI as CEO of Applications4Q24 Earnings Season Wrap-Up: Which Companies Missed, Beat and Fell in Line with Expectations?—InfographicWeekly UK Store Openings and Closures Tracker 2025, Week 27: Store Closures Up 8% Year Over Year
Analyst CornerAnalyst Corner: Five Back-to-School Shopping Trends to Watch, with Madhav Pitaliya Madhav Pitaliya, Analyst June 29, 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, Madhav Pitaliya, Analyst, discusses the back-to-school (BTS) shopping trends we are watching in 2025. Each year, Coresight Research surveys hundreds of parents of school-age children in the US to assess expected spending levels and shopping behavior for BTS. We will soon release in-depth research reports on findings from our latest survey, conducted in June 2025. Ahead of that series, we share preliminary findings and their implications. When, where and how will BTS shoppers spend? Look out for our upcoming three-part BTS series to find out. We also highlight 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 presents three consumer-focused predictions that will define retail’s trajectory in the second half of 2025, from stagflation to private-label expansion. 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:Innovator Profile: ReFiBuy—Solving Research-Find-Buy E-commerce Challenges with Agentic AIConsumer Sentiment Flatlines Ahead of Big Tariff Reveal; Plus, Mass Merchandisers and Wholesale Clubs in Focus: US Consumer Survey InsightsHigh-Income Consumers’ Sentiment Soars Ahead; Plus, Home and Home-Improvement Shopping in Focus: US Consumer Survey InsightsThree Data Points We’re Watching This Week, Week 6: US Consumer and Retail Focus
Insight Report1Q25 Retail Inventory Insights: Lean Inventory, Tariff Mitigation, Supply Chain Adjustments Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research June 27, 2025 Reasons to ReadOur quarterly US Retail Inventory Insights series analyzes retail inventory data. In this report, we present inventory turnover ratios by sector and for selected major retailers in the first quarter of 2025 (1Q25). Dive into key commentary on inventory trends, planning and challenges, and discover the answers to the following questions: How are leading retailers adapting their inventory strategies to navigate tariffs, margin pressures and supply chain disruption? What drove divergent inventory turnover trends across retail sectors, and which categories saw the biggest shifts? What role is AI (artificial intelligence) playing in enhancing inventory visibility and operational efficiency for some retailers? We analyze inventory levels across 11 sectors: beauty, department stores, discount stores, drugstores, electronics, food and grocery, home and home-improvement, luxury, mass merchandisers, specialty apparel, and warehouse clubs. The companies featured in this series are among those listed in the Coresight 100. Data in this report include: Inventory turnover ratios by quarter (for the latest quarter and the prior eight quarters) Year-over-year changes in inventory values of covered US retailers for the latest quarter and the prior quarter Companies mentioned in this report include: American Eagle Outfitters, Aritzia, Bath & Body Works, Costco, Dollar Tree, The Home Depot, Kohl’s, Kroger, Lowe’s Companies, Macy’s, Tapestry, Target, The TJX Companies, Ulta Beauty, Walmart Other relevant research: Read the previous report in the series, which looks at 4Q24. Discover more research reports on retail management and supply chain 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:July 2025 US Retail Sales Outlook: Projecting 3+% Growth To Continue Amid Mixed Economic SignalsEconomic Sentiment Declines Significantly: Weekly US Consumer Sentiment, Week 43, 2025—Data GraphicHoliday Bites: Resale Shopping and Secondhand Selling—Data GraphicEarnings Insights 3Q25: Abercrombie, Best Buy, Dick’s, Kohl’s and Urban Outfitters Strengthen Sales Performance
Store TrackerWeekly US Store Openings and Closures Tracker 2025, Week 26: Kroger To Close 60 Stores Aaron Mark Dsouza, Data Analyst June 27, 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 Gardner White, Kroger and more, as well as the appointment of a new Chief Financial Officer at Ahold Delhaize. This report presents data up to week 26 of 2025, ended June 27, 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: Ahold Delhaize, Gardner White, Lidl, Kroger 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:Three Data Points We’re Watching This Week, Week 17: US Retail and Consumer LatestSeptember 2025 US Retail Sales Outlook: Retail Outlook Score Plummets; Holiday-Quarter Growth Projection ModeratesConsumer Sentiment Shows Signs of Improvement Amid Temporary Tariff Reduction: China Consumer Survey InsightsThree Data Points We’re Watching This Week, Week 35: US Home and Home-Improvement Focus
Store TrackerWeekly UK Store Openings and Closures Tracker 2025, Week 26: River Island To Close 30+ Stores Aaron Mark Dsouza, Data Analyst June 27, 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 New Look and River Island, among other developments, as well as the announcement of a new Chief Commercial Officer at Asda. This report presents data up to week 26 of 2025, ended June 27, 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: Asda, Farmfoods, New Look, Poundland, River Island 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: US Shoppers Are Worried About Higher Prices from Tariffs—Consumer Survey Insights with John MercerDownward Trend in Economic Expectations Ends: Weekly US Consumer Sentiment, Week 17, 2025—Infographic4Q24 Earnings Season Wrap-Up: Widespread Positive Sales Growth Recorded This QuarterBeauty Shopping in Focus; Economic Sentiment Turns Negative: US Consumer Survey Insights
InfographicThree Data Points We’re Watching This Week, Week 26: US Consumer Survey Insights John Mercer, Head of Global Research and Managing Director of Data-Driven Research June 27, 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 26 of 2025. This week, we present highlights from our US consumer survey analysis, covering financial optimism, and off-price and dollar-store shopping. Dive into the research behind these data points: Financial Confidence Reaches Five-Month High; TJX Dominates Off-Price Retail; Dollar Tree Leads Dollar Stores: US Consumer Survey Insights Other relevant research: The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. All graphics in the Three Data Points 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:China’s 6.18 Shopping Festival 2025: Promotion Rules Simplified, Extended Festival Duration and Governmental StrategiesGlobal Luxury—Real Estate Insights: Brands Move from Tenants to Landlords, with Innovative, Experience-Rich FlagshipsThe State of AI: What’s Possible, What’s Theoretical and What It All Means for RetailRetail 2025: China Retail Predictions
Event CoverageRevving Up the Flywheel: Insights from the Inaugural Amazon Prime Analyst Day John Harmon, CFA, Managing Director of Technology Research June 26, 2025 Reasons to ReadOn June 3–4, 2025, Coresight Research attended Amazon’s two-day inaugural Prime Analyst Day in its Seattle, Washington, headquarters and toured a same-day fulfillment facility. How is Amazon redefining Prime as a high-value membership platform rather than just a shipping perk? What is the new Alexa+ offering and why is it a potential game-changer? What did the company have to say about “Buy with Prime”? What technologies are driving Amazon’s same-day fulfillment operations to new levels of speed and efficiency? Dive into key highlights and strategic insights from our experience to discover the answers to these questions. We detail key focus areas in Prime membership benefits and offer our impressions of the fulfillment center. 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:Higher-Income Sentiment Improves; Holiday Shopping Is Firmly Under Way: US Consumer Survey InsightsUS CPG Sales Tracker: E-Commerce Sales Surge, Outpacing In-Store GrowthSector Focus: Luxury Goods—Data GraphicFinancial Sentiment Recovers; Tariff Pessimism Improves; Inflationary Trade-Down Persists: US Consumer Survey Insights
InfographicFinancial Confidence Reaches Five-Month High: Weekly US Consumer Sentiment, Week 26, 2025—Infographic Coresight Research June 26, 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) This week, we point to continued improvement in consumers’ financial outlook, with expectations reaching a five-month high. The latest data in this infographic are from our survey conducted on June 16, 2025. Dive into the research behind this infographic: Financial Confidence Reaches Five-Month High; TJX Dominates Off-Price Retail; Dollar Tree Leads Dollar Stores: US Consumer Survey Insights Accompanying this infographic is a research video. Hear from John Mercer, Head of Global Research and Managing Director of Data-Driven Research, on the trends we are seeing in US consumer sentiment. Other relevant research: All Weekly US Consumer Sentiment infographics (The series launched in early March 2025.) 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:The Sentiment Split: Optimism at the Top, Strain at the Bottom; Plus, Social Commerce Shopping in Focus—US Consumer Survey InsightsHoliday Bites: GLP-1 Disruption with Smaller Baskets, Smaller Sizes—and a Leaner Thanksgiving?—Data GraphicAnalyst Corner: Beauty’s Back! The US Beauty Market Bounces Back, with Madhav Pitaliya and John MercerInnovator Profile: ShopVision—Paving the Way for Intelligent E-Commerce with an AI Teammate
Deep DiveFinancial Confidence Reaches Five-Month High; TJX Dominates Off-Price Retail; Dollar Tree Leads Dollar Stores: US Consumer Survey Insights Aditya Kaushik, Analyst June 25, 2025 Reasons to ReadThe Coresight Research weekly US Consumer Survey Insights series takes a regular temperature 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 dive into findings on off-price and dollar-store shopping specifically. Uncover shopping rates, popular retailers and the most bought categories in these sectors. The latest data in this report are from our survey conducted on June 16, 2025, with headline findings on the dominance of The TJX Companies and Dollar Tree by off-price and dollar-store (respectively) shopper penetration. We also highlight continued improvement in consumers’ financial expectations. Data in this research report are our latest proprietary survey findings on: Whether consumers have bought from off-price retailers or dollar stores in the past three months Popular retailers and product categories among off-price and dollar-store shoppers Consumers’ expectations for the economy overall and for their own personal financial situation—plus, breakdowns of our findings by income Where consumers have bought food and nonfood products from in the last two weeks What consumers have bought in-store and online in the last two weeks Activities that consumers have done in the past two weeks Companies mentioned in this research report include: Dollar Tree/Family Dollar, Dollar General, The TJX Companies Other relevant research: Market Outlook: Off-Price Is On Top as Growth Continues June 2025 US Retail Sales Outlook: Projecting Solid Growth as Consumer Sentiment Continues to Recover 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:Economic and Financial Sentiment Stabilizes: Weekly US Consumer Sentiment, Week 14, 2025—InfographicChinese New Year 2025 Review: From Shopping to Screens—How Younger Consumers Boosted Spring Festival SpendingInnovator Profile: Sotira—Monetizing Surplus Inventory with Automated Compliance, Logistics and Resale ChannelsFinancial Confidence Reaches Five-Month High: Weekly US Consumer Sentiment, Week 26, 2025—Infographic
Insight ReportJune 2025 US Retail Sales Outlook: Projecting Solid Growth as Consumer Sentiment Continues to Recover Madhav Pitaliya, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research June 25, 2025 Reasons to ReadThe monthly Coresight Research US Retail Sales Outlook series tracks several major macroeconomic indicators and their likely effect on US retail sales. In this report, we analyze the latest available data as of June 19, 2025. Alongside this report, you can access the data behind key charts and tables in the Excel download above. Data in this research report include: Our projections for retail sales growth by month for the next 12 months Proprietary survey data on consumer sentiment in the US US actual retail sales versus model-predicted sales US unemployment rate and labor force participation rate US average hourly wages for all private-sector employees US annualized real disposable income per capita Other relevant research: Coresight Research’s 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 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. The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. Our Weekly US Consumer Sentiment infographic series complements our survey reports with selected findings on consumers’ financial and economic expectations each week. 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:Connected TV’s Opportunities and Growing Pains: 10 Insights from CTV Connect 2025US CPG Sales Tracker: Beauty and Food Drive E-Commerce Growth; Discretionary Categories ReboundSeasonal Shopping, 2Q25—Expectations for Easter, Memorial Day, Mother’s Day, Father’s Day; Plus, Holiday 2025 Plans: US Consumer Survey Insights ExtraEconomic Optimism at Five-Month Low; Holiday Shopping Slows: US Consumer Survey Insights
