InfographicThree Data Points We’re Watching This Week, Week 23: US Retail Sectors in Focus John Mercer, Head of Global Research and Managing Director of Data-Driven Research June 6, 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 23 of 2025. This week, we present proprietary survey findings on US consumers’ shopping behavior in the grocery, home and home-improvement sectors, uncovering the rise of e-commerce and Walmart. Dive into the research behind these data points: 1. US Online Grocery Survey 2025: Full-Basket Orders Increase as Delivery Retains Its Dominance 2 & 3. Economic Sentiment Climbs; Walmart Overtakes Lowe’s in Home-Improvement Sector: 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 This document was generated for Other research you may be interested in:May 2025 US Retail Sales Outlook: Projecting 3% Growth Amid Low Sentiment and Front-Loaded PurchasesThe State of AI: What’s Possible, What’s Theoretical and What It All Means for RetailMixed Sentiment Trends Ahead of August 1 Tariffs; Plus, Luxury Shopping in Focus: US Consumer Survey InsightsFrom Prohibition to Participation: Measuring the Impact of Cannabis and Psychedelic Mushroom Legalization on Consumer Spending
Store TrackerWeekly UK Store Openings and Closures Tracker 2025, Week 23: Aldi and Topshop To Open Stores Aaron Mark Dsouza, Data Analyst June 6, 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 opening and closure news at Aldi, B&M, Bershka and Heron Foods, among others. This report presents data up to week 23 of 2025, ended June 6, 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: Aldi, B&M, Bershka, Heron Foods, IKEA, Victoria’s Secret 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 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:Retail 2025: 10 Trends in Retail TechnologyWeekly UK Store Openings and Closures Tracker 2025, Week 33: River Island Confirms Store Closures; Claire’s UK Files for AdministrationMarket Outlook: US Foodservice—Growth To Improve Amid Value-Focused InitiativesWeekly US Store Openings and Closures Tracker 2025, Week 14: Urban Outfitters Announces Expansion Plan
Store TrackerWeekly US Store Openings and Closures Tracker 2025, Week 23: Rite Aid To Close Almost 500 Stores Aaron Mark Dsouza, Data Analyst June 6, 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 the latest store opening and closure announcements from American Eagle, Signet Jewelers, Rite Aid, Ulta Beauty and others, as well as the announcement of a new CEO at Aldi US. This report presents data up to week 23 of 2025, ended June 5, 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: American Eagle Outfitters, Banana Republic, Bath & Body Works, New Rite Aid, Signet Jewelers, Ulta Beauty 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 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:Revving Up the Flywheel: Insights from the Inaugural Amazon Prime Analyst DayWeekly US Store Openings and Closures Tracker 2025, Week 22: Store Closures Up by 57%Three Months to Singles’ Day 2025: Simplified Promotions, Government Support and Payment Ecosystem Convergence To Fuel GrowthWeekly US Store Openings and Closures Tracker 2025, Week 49: Claire’s Closes 146 More Stores Than Announced
Insight ReportUS CPG Sales Tracker: Beauty Sales Accelerate, While Online Grocery Sees Sharp Slowdown Prerana P Kotian, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research June 5, 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. This report presents key insights for the four weeks ended May 18, 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:The Agentic AI Playbook: Insights Presented by Deborah Weinswig at NRF 2025: Retail’s Big Show APACShaping What’s Next in Retail—Physical Retail, AI, Retail Media: Insights from NextGen 2025, a Coresight Research ConferenceInnovator Profile: Buncha—Efficient Neighborhood Grocery Delivery Via Consolidated RoutesRetail 2025: 10 Trends in Retail Technology
InfographicEconomic Confidence Climbs; Financial Optimism Turns Positive: Weekly US Consumer Sentiment, Week 23, 2025—Infographic Coresight Research June 5, 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 increases in economic and financial expectations, with the latter entering positive territory for the first time in three months. The latest data in this infographic are from our survey conducted on May 26, 2025. Dive into the research behind this infographic: Economic Sentiment Climbs; Walmart Overtakes Lowe’s in Home-Improvement Sector: US Consumer Survey Insights 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:Consumer Sentiment—The Big Surprise in a Week of Shocks; Plus, Apparel Shopping in Focus: US Consumer Survey InsightsChina Singles’ Day 2025 Insights: Participation Rises but Spending Becomes More Selective Amid Tariffs, Value-Seeking and Platform ShiftsUS CPG Sales Tracker: Jump in Food Sales Fuels Total CPG GrowthRedefining Global Sourcing: What a US–India Trade Deal Means for Retailers and Manufacturers
Deep DiveEconomic Sentiment Climbs; Walmart Overtakes Lowe’s in Home-Improvement Sector: US Consumer Survey Insights Aditya Kaushik, Analyst June 4, 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 home (furnishings and furniture) and home-improvement 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 May 26, 2025, with headline findings on Walmart’s gains in home-improvement shopper penetration. We also highlight improvements in consumers’ economic outlook and a positive turn in financial expectations. Data in this research report are our latest proprietary survey findings on: Consumers’ expectations for the economy overall and for their own personal financial situation—plus, breakdowns of our findings by income Whether consumers have bought home-furnishings and home-improvement products in the past three months Popular retailers and product categories among home-furnishings and home-improvement shoppers 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: Amazon, Lowe’s, The Home Depot, Target, Walmart Other relevant research: US Home and Home Improvement—Retail 2025 Sector Outlook Retailer Dashboards in the home and home-improvement sectors, as well as Amazon and Walmart All our coverage of home and home-improvement retailing May 2025 US Retail Sales Outlook: Projecting 3% Growth Amid Low Sentiment and Front-Loaded Purchases 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:US CPG Sales Tracker: Homecare and Health Dominate at the Start of 2025Analyst Corner: Beauty’s Back! The US Beauty Market Bounces Back, with Madhav Pitaliya and John MercerAmazon Prime Day 2025: Preview—Five Essential Insights on Consumers’ Shopping PlansConsumer Sentiment Declines; Plus, Apparel and Footwear Shopping in Focus: US Consumer Survey Insights
Store TrackerUS Store Tracker Extra, May 2025: Rite Aid Takes Total Closed Retail Space to Over 110 Million Square Feet Aaron Mark Dsouza, Data Analyst June 4, 2025 Reasons to ReadIn May 2025, announced store closures by New Rite Aid, Office Depot and Smithland pushed the total amount of retail space to close in the US this year to over 100 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 May 30, 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: Bob’s Discount Furniture, Boot Barn, New Rite Aid, Office Depot, Publix Super Markets, Smithland 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:High-Income Consumers’ Financial Sentiment Reaches New Peak: Weekly US Consumer Sentiment, Week 24, 2025—InfographicAnalyst Corner: Why India Retail is Primed for a Blockbuster Festive-Sale Season, with Manik BhatiaHigh-Income Consumers’ Financial Sentiment Reaches New Peak; Facebook Slumps in Social Commerce: US Consumer Survey InsightsUS CPG Sales Tracker: CPG E-Commerce Growth Eases from Prime Day Peak; General Merchandise Decline Confirms Pull-Forward Effect
Event PresentationThe Agentic AI Playbook: Insights Presented by Deborah Weinswig at NRF 2025: Retail’s Big Show APAC Deborah Weinswig, CEO and Founder June 4, 2025 Reasons to ReadOn June 4, 2025, Deborah Weinswig, CEO and Founder of Coresight Research, presented on agentic AI (artificial intelligence) at the Executive Leadership Lunch at NRF 2025: Retail’s Big Show APAC. Where are we in the AI revolution? How should your business approach the launch of AI agents? Leveraging the Coresight Research CORE Framework for generative AI in retail and the STORE Framework for driving innovation, Weinswig answered these questions, uncovering the agentic AI opportunity and routes to its development. This presentation draws on insights from The Agentic AI Playbook, a research report sponsored by Amazon Web Services (AWS). Download the full Playbook here. Companies mentioned in this presentation include: AWS, Google Cloud, Treasure Data, Vercel Other relevant research: Retail 2025: 10 AI Trends—An Inflection Point in the GenAI Revolution All our coverage of AI in retail Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. 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 State of US Consumer Sentiment: Insights Presented at NARG Spring Meeting 2025Shoptalk Spring 2025 Wrap-Up: Customer-Centricity for a New Golden Age of RetailSentiment Declines After Weeks of Gains; Plus, Beauty Shopping in Focus: US Consumer Survey InsightsWhat Can Retailers Learn from Shein and Temu?: Premium Subscriber Call, February 2025
InfographicThe STORE Framework for Driving Innovation in Retail Coresight Research June 4, 2025 Reasons to ReadThe Coresight Research STORE Framework is a tool for retail companies to identify and implement innovation in their enterprise. The framework helps guide decision-making in the adoption of next-generation technologies, from recognizing the opportunity to considering risks, resilience and ethics. Other relevant research: The Agentic AI Playbook: How to Redefine Retail with Intelligent Autonomy All Coresight Research frameworks 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:Head-to-Head in Global Discount Grocery Retailing: Aldi vs. LidlAnalyst Corner: Chinese Consumers Still Embrace International Brands—If Those Brands Deliver: Three Key Findings from a New Study, with John HarmonSector Focus: Department Stores—Data GraphicAnalyst Corner: Wayfair Turns a Profit for the First Time in Four Years—Four Drivers of Its Performance, with Madhav Pitaliya
Deep DiveThe Agentic AI Playbook: How to Redefine Retail with Intelligent Autonomy Charlie Poon, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research June 3, 2025 Reasons to ReadAgentic AI (artificial intelligence) offers new, unparalleled capabilities for enterprises to leverage the power of multiple types of AI, such as ML (machine learning) and GenAI (generative AI), to optimize their workflows and drive profitability. Why should your organization be an early adopter of agentic AI, and what must you consider to deploy the technology successfully? Leveraging the Coresight Research STORE Framework for driving innovation in retail, this Playbook provides a comprehensive guide to implementing and seizing the benefits of agentic AI. Uncover our recommendations for businesses to adopt this transformative technology, from identifying the opportunity to considering risks, resilience and ethics. Stay at the forefront of AI innovation in the rapidly evolving retail landscape. Dive into our Playbook to gain actionable insights to redefine your retail strategy and unlock the full potential of AI. Plus, discover key innovators and major tech vendors in the agentic AI space. This report is made available to non-subscribers of Coresight Research through its sponsorship by Amazon Web Services (AWS), the cloud-computing service division of Amazon.com. Data in this research report include: Coresight Research projections—share of enterprise software applications with agentic AI, 2024–2029E Companies mentioned in this report include: Alibaba, Amazon, Databricks, DeepSeek, Langflow, Microsoft, Nvidia, Salesforce, SAP, Snowflake, Tencent Other relevant research: Retail 2025: 10 AI Trends—An Inflection Point in the GenAI Revolution All our coverage of AI in retail Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. Non-subscribers can access the report by completing the form on this page. The report will arrive in your inbox upon completion of the form. 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:What You Need to Know About US Tariffs and Consumers’ and Retailers’ Reactions—April 2025 UpdatePositivity About Personal Finances Continues; Walmart Leads Mass Merchandisers and Warehouse Clubs: US Consumer Survey InsightsUS CPG Sales Tracker: In-Store CPG Sales Fall While Beauty Remains ResilientUS Forecast To See Multibillion-Dollar Hit from Falling International Visitor Spend: Another Retail Headwind
InfographicEarnings Insights 1Q25, Week 6: Costco Wholesale, Deckers Outdoor and Ulta Beauty Report Growth While Department Stores Face Challenges—Infographic Coresight Research Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research June 3, 2025 Reasons to ReadDiscover the latest revenue and EPS (earnings per share) data from week six of the 1Q25 (first quarter of 2025) earnings season with this infographic, covering Coresight 100 companies that reported in the week ended June 1, 2025. Dive into the data behind this infographic with our full report: Earnings Insights 1Q25 Data in this infographic include: Quarterly revenue and EPS data (where applicable) from companies on our Coresight 100 list Companies mentioned in this infographic include: Abercrombie & Fitch, American Eagle Outfitters, Bath & Body Works, Best Buy, Burlington Stores, Costco Wholesale Corporation, Deckers Outdoor, Dick’s Sporting Goods, Foot Locker, Kohl’s, Macy’s, PDD Holdings, Ross Stores, Ulta Beauty, Williams-Sonoma Other relevant research: Explore all our Earnings Insights reports, including quarterly wrap-ups. The New Coresight 100: Leading the Retail Charge in 2025 The Corporate and Financial Developments Databank includes details of management changes, financial guidance updates and capital raised by major retail companies. This document was generated for Other research you may be interested in:September 2025 US Retail Sales Outlook: Retail Outlook Score Plummets; Holiday-Quarter Growth Projection ModeratesFebruary 2025 US Retail Sales Outlook: Growth Set for a Slowdown in February and MarchAnalyst Corner: Is Shein’s Fashion Model a Template for Environmental Sustainability? with John MercerEarnings Insights 1Q25, Week 4: Alibaba, Walmart and Others Report Sales Growth While Under Armour Reports Sales Decline—Infographic
InfographicUS Online Grocery Survey 2025: Full-Basket Orders Increase as Delivery Retains Its Dominance—Infographic Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research June 3, 2025 Reasons to ReadWe present highlights from our eighth annual US Online Grocery Survey research report, which explores the purchasing patterns of online grocery shoppers, based on insights from over 2,000 US consumers. Dive into the research behind this infographic: US Online Grocery Survey 2025: Full-Basket Orders Increase as Delivery Retains Its Dominance In this infographic, we answer four key questions, using data from our latest survey: Is e-commerce a popular channel for grocery shopping? What fulfillment method do online grocery shoppers use most? Which retailers are attracting online grocery shoppers? Why will consumers buy grcoeries online over the next year? As online grocery shopping has become the norm for many consumers, retailers must treat e-commerce as a primary channel, delivering a seamless, full-basket experience and finding sustainable ways to offset the high costs of delivery without alienating value-conscious shoppers. Proprietary survey data in this infographic include: Proportions of US shoppers who have bought and expect to buy groceries online, 2018–2025 Proportion of grocery shopping done online by online grocery shoppers, 2022–2025 The use of delivery versus collection as the primary fulfillment method in grocery e-commerce, 2022–2025 Top five popular online grocery retailers, 2023–2025 Grocery shoppers’ reasons for planning to shop online in the coming year Companies mentioned in this infographic include: Amazon, Costco, Kroger, Target, Walmart Other relevant research: 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:Weekly US Store Openings and Closures Tracker 2025, Week 22: Store Closures Up by 57%Weekly US Store Openings and Closures Tracker 2025, Week 17: Announced Closures Up 90% Year Over Year; JD Sports Reveals Global Store PlansShoptalk Spring 2025 “Shark Reef” Startup Pitch: Event Format and CompetitorsAI Agents Power Cognitive Supply Chains: Insights from Blue Yonder ICON 2025 Conference
Deep DiveUS Online Grocery Survey 2025: Full-Basket Orders Increase as Delivery Retains Its Dominance Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research June 2, 2025 Reasons to ReadAs online grocery shopping has become the norm for many consumers, retailers must treat e-commerce as a primary channel, delivering a seamless, full-basket experience and finding sustainable ways to offset the high costs of delivery without alienating value-conscious shoppers. In our eighth annual US online grocery survey, we explore the purchasing patterns of online grocery shoppers, including their product choices, preferred retailers and fulfillment preferences. The basis of this report is our survey of 2,004 US consumers conducted in April 2025. The consistency of many of our survey questions enables us to build up trend data from our first survey, which we first ran in 2018. Proprietary survey data in this research report include: Proportions of US shoppers who have bought and expect to buy groceries online, 2018–2025 Proportion of all grocery shopping done online by online grocery shoppers, 2018–2025 Most popular online grocery retailers, 2023–2025 Categories that online grocery shoppers have purchased, 2023–2025 Grocery shoppers’ reasons for planning to shop online in the coming year Companies mentioned in this report include: Albertsons, Aldi, Alimentation Couche-Tard, Amazon, BJ’s Wholesale Club, Costco Wholesale, Dollar General, Dollar Tree, DoorDash, Grocery Outlet, Instacart, Kroger, Publix, Target, Walmart Download the associated infographic of selected findings from this research report: US Online Grocery Survey 2025: Full-Basket Orders Increase as Delivery Retains Its Dominance—Infographic Other relevant research: 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 Purchase this report. Buy Now This document was generated for Other research you may be interested in:Weekly US Store Openings and Closures Tracker 2025, Week 49: Claire’s Closes 146 More Stores Than AnnouncedRedefining Global Sourcing: What a US–India Trade Deal Means for Retailers and ManufacturersHigh-Income Consumers’ Sentiment Soars Ahead; Plus, Home and Home-Improvement Shopping in Focus: US Consumer Survey InsightsLeveraging Digital Services, AI and Quick Commerce for Competitive Advantage: Global Learnings for US Retail and E-Commerce
Event PresentationRecent Conference Insights, from World Retail Congress to ICSC Las Vegas: Coresight Research Premium Subscriber Call, June 2025 John Harmon, CFA, Managing Director of Technology ResearchJohn Mercer, Head of Global Research and Managing Director of Data-Driven Research June 2, 2025 Reasons to ReadDid you miss May 2025 retail events such as World Retail Congress, ICSC Las Vegas and AAFA Global Supply Chain and Trade Conference? On June 2, 2025, the Coresight Research team shared our takeaways from these conferences in the latest Premium Subscriber Call, providing the insights you need to know for 2025 and beyond. From the evolving tariff landscape and sustainability tensions to the rise of AI (artificial intelligence) in supply chains and real estate, this presentation reveals the seismic shifts shaping 2025 and beyond. Get a front-row seat to what matters most: resilient retail, consumer behavior pivots and the next wave of tech-driven transformation. Plus, discover Coresight Research’s 10 predictions for the remainder of 2025, covering stagflation, private label and more. Premium subscribers can watch the on-demand webinar replay here. Featured speakers on the Coresight Research team: John Mercer, Head of Global Research John Harmon, Managing Director of Technology Research Other relevant research: World Retail Congress 2025 Insights: Consensus on Tariffs Floor, AI Risks in Adaptive Apparel, Smart Scaling in Focus All our insights on 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:Weekly US and UK Store Openings and Closures Tracker 2025, Week 11: US Store Openings Gain Momentum—Updates from BJ’s, Dick’s, Macy’s and MoreThe Impacts of US Tariffs: Assessing Companies’ International Sourcing Exposure by CountryThe Beauty Conversion Architecture: From Discovery to Purchase—Powering Beauty Companies’ Growth in 2025 and BeyondThree Data Points We’re Watching This Week, Week 35: US Home and Home-Improvement Focus
Insight ReportUS Forecast To See Multibillion-Dollar Hit from Falling International Visitor Spend: Another Retail Headwind John Mercer, Head of Global Research and Managing Director of Data-Driven Research June 2, 2025 Reasons to ReadWhat is the outlook for international visitor numbers, spending and spending at retail? We look at recent data and discuss the implications for the US economy. Dive into trends and projections, and understand which sectors we believe will see the biggest impacts from changes in tourist spending this year. Data in this research report include: Year-over-year change in international visitors to the US, in total and from selected countries, by month—January 2024–April 2025 Estimated shopping spend by international visitors to the US in 2025 Companies mentioned in this report include: Avolta, International Trade Association, LVMH, World Travel & Tourism Council Other relevant research: More reports covering macroeconomics 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:Holiday Bites: Toys and Games Show Resilience and AI Suitability—Data GraphicThe New Coresight 100: Leading the Retail Charge in 2025—InfographicWeekly UK Store Openings and Closures Tracker 2025, Week 49: Claire’s Closes 150 Stores; Oliver Bonas To Open 20 StoresWeekly US Store Openings and Closures Tracker 2025, Week 32: Claire’s Files for Bankruptcy—Potentially 1,137 Stores To Close
