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, Aditya Kaushik, Analyst, 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.

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:

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Reasons to Read

Discover how Flipkart’s Big Billion Days 2025 rewrote the rules of festive retail with tax-driven affordability, faster-than-ever delivery and trust-first innovation.

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

  • How did sales-tax policy reform directly convert into consumer demand during BBD 2025?
  • In what ways did Flipkart Minutes reshape festive convenience and redefine delivery expectations?
  • How did the launch of Trust Shield reduce friction in big-ticket purchases and boost conversions?
  • What strategic shifts during BBD 2025 signal how Flipkart is redefining festive retail leadership ahead of Diwali?

Companies mentioned in this report include: Amazon, Cleartrip, Flipkart, LG Electronics, Myntra, Samsung, Whirlpool and Xiaomi.

Data in this report include: Online festive season GMV and category share; BBD visit and order volumes; premium electronics growth; quick commerce usage metrics; Trust Shield adoption and impact.

Other relevant research:

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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: Boyes, Claire’s, Flabelus, Fortnum & Mason, Jorum Studio, Miniso, Soeur, Søstrene Grene, Tekla Fabrics, Urban Outfitters and Vince.

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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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: Amazon Fresh, LEGO, LoveShackFancy, New Rite Aid, Nike and The Card Vault.

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

The Coresight Research monthly US Consumer Survey Insights series offers a more detailed or specific take on trends and data from our weekly surveys of US consumers. This month, we continue our quarterly Seasonal Shopping series.

Plus, we review holidays during 3Q25, analyzing how consumers celebrated Labor Day, back-to-school shopping and Amazon Prime Day.

We assess consumers’ spending expectations for calendar events in the fourth quarter of 2025 (4Q25): Halloween, Amazon Prime Big Deal Days, Single’s Day and Black Friday and holiday 2025 preview.

Look out for our main US holiday consumer survey, publishing this week. That fuller, holiday-focused survey complements this quarterly Seasonal Shopping look ahead.

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

  • How does consumer engagement with Amazon’s Prime Big Deal Days compare to Black Friday, and what are the leading product categories?
  • Why are Halloween spending and celebration levels down compared to 2024?
  • What role does Singles’ Day play in US seasonal shopping, and which categories are expected to perform best?
  • How have consumer expectations shifted for the 2025 holiday season, and which income groups are most optimistic?
  • What does consumer behavior from Labor Day, Prime Day, and back-to-school shopping reveal about early holiday spending patterns?

Data in this research report include: Spending expectations and actual behavior by event; preferred retailers and product categories; financial sentiment by income group; timing of holiday and back-to-school purchases.

Companies mentioned in this report include: Amazon, Walmart, Costco, Sam’s Cub, Dollar Tree, Family Dollar, Walmart, Amazon, The TJX Companies, Kohl’s, Target, eBay, Macy’s, Temu, Best Buy.

Other relevant research:  

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Reasons to Read

Coresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content:

  • Countries of operation and key product categories
  • Annual metrics—including revenues, operating margin and global store numbers
  • Our insights into the company’s operations, including consideration of headwinds and tailwinds
  • Business strategy
  • Recent company developments
  • The company’s current management team

Click here to see our full Coresight 100 list and related reports.

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Reasons to Read

Coresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content:

  • Countries of operation and key product categories
  • Annual metrics—including revenues, operating margin and global store numbers
  • Our insights into the company’s operations, including consideration of headwinds and tailwinds
  • Business strategy
  • Recent company developments
  • The company’s current management team

Click here to see our full Coresight 100 list and related reports.

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Reasons to Read

Coresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content:

  • Countries of operation and key product categories
  • Annual metrics—including revenues, operating margin and global store numbers
  • Our insights into the company’s operations, including consideration of headwinds and tailwinds
  • Business strategy
  • Recent company developments
  • The company’s current management team

Click here to see our full Coresight 100 list and related reports.

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Reasons to Read

Understand how Williams-Sonoma is defending margins and unlocking growth amid macroeconomic headwinds.

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

  • How is Williams-Sonoma driving growth through its core brands while navigating softness in furniture categories?
  • What strategies are fueling the company’s expansion into the B2B channel, and which marquee clients are contributing to growth?
  • How are emerging brands like Rejuvenation and GreenRow positioned for incremental revenue opportunities?
  • In what ways is Williams-Sonoma leveraging AI to enhance its omnichannel capabilities and improve operational efficiency?

Companies mentioned in this report include: Williams Sonoma, GreenRow, Dormify and Hilton

Data in this report include: Annual revenue by brand and geography; comparable sales and EPS trends; total store numbers and selling space; operating margins and SG&A ratios; B2B segment growth and collaboration case studies

Click here to see our full Coresight 100 list and related reports.

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Reasons to Read

Coresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content:

  • Countries of operation and key product categories
  • Annual metrics—including revenues, operating margin and global store numbers
  • Our insights into the company’s operations, including consideration of headwinds and tailwinds
  • Business strategy
  • Recent company developments
  • The company’s current management team

Click here to see our full Coresight 100 list and related reports.

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Reasons to Read

Discover how US consumers are reacting to shifting economic conditions, inflation pressures and tariffs as the holiday season approaches.

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

  • To what extent are shoppers still concerned about tariffs and how are those concerns reshaping spending habits?
  • Which categories are seeing pull-forward demand and where might retailers expect softness later in the year?
  • How entrenched is trading down and what specific inflation-related behaviors are dominating in food and nonfood purchases?

Data in this research report include: Consumer tariff concerns and behavioral responses; and shopping changes due to inflation.

Other relevant research:  

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Reasons to Read

The US beauty market is converging at the intersection of wellness, biotech, artificial intelligence (AI) and shifting consumer values, creating a redefined vision of beauty—one that is hyper-personalized, tech-integrated and wellness-aligned. Brands that fail to adapt risk obsolescence; those that do adapt will unlock new pathways for growth, engagement and innovation.

As part of our 2025 Market Navigator on beauty retailing in the US, we explore the key trends and themes in the space, our blue-sky thinking and the retail innovators we are watching.

Other relevant research:

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Reasons to Read

Discover how US consumer sentiment and shopping behavior are shaping up as the holiday quarter gets under way.

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 holiday spending?
  • Why is early holiday shopping already under way, and which retailers are capturing the most early-season spend?
  • What is the outlook for 4Q retail growth, and how are inflation and income disparities expected to influence shopping behavior?
  • 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; current status and weekly rates of holiday shopping; 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, Hobby Lobby, Home Depot, JCPenney, Kohl’s, Kroger, Macy’s, Ross Stores, Sam’s Club, Sephora, Target, Temu, The TJX Companies, Ulta and Walmart.

Other relevant research:  

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Reasons to Read

Coresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content:

  • Countries of operation and key product categories
  • Annual metrics—including revenues, operating margin and global store numbers
  • Our insights into the company’s operations, including consideration of headwinds and tailwinds
  • Business strategy
  • Recent company developments
  • The company’s current management team

Click here to see our full Coresight 100 list and related reports.

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