Reasons to Read

Did 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:  

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Reasons to Read

What 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

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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, John Harmon, Managing Director of Technology Research, presents three insights on China e-commerce dynamics, drawing on data from the recently published China Online Consumer Brand Index (a study by Peking University, supported by Alibaba).

Discover which international brands are most popular and what the study’s findings reveal about Chinese consumers’ online shopping preferences.

We also highlight our key research from the past week and upcoming reports to look out for, so you don’t miss out.

Companies mentioned in this report include: Adidas, Alibaba, Apple, Coach, Disney, Estée Lauder, HP, Huggies, NIKE, Pampers

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Reasons to Read

Our 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 LEGO, Pandora, Williams-Sonoma and others, as well as the announcement of a new President at Coborn’s.

This report presents data up to week 22 of 2025, ended May 30, 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: Coborn’s, LEGO, Miniso, Pandora, Tropicana, Uniqlo, Williams-Sonoma

Other relevant research:

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Reasons to Read

Our 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 Marks & Spencer, NEXT and Poundland, among others. We also discuss the appointment of a new UK CEO at Tesco.

This report presents data up to week 22 of 2025, ended May 30, 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: Marks & Spencer, New Look, NEXT, The Original Factory Shop, The Perfume Shop, Poundland, Shoe Zone, White Stuff

Other relevant research:

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Reasons to Read

On May 29, 2025, Deborah Weinswig, CEO and Founder of Coresight Research, presented at The Lead Summit on the evolving supply chain landscape.

This presentation dives into the impacts of tariffs on retail and consumers, the surge-and-slump sourcing cycle for holiday 2025, and our outlook for the remainder of the year, covering stagflation, private label and more.

Discover our 10 predictions for the rest of 2025! Leveraging proprietary survey findings and expert analysis of macroeconomic headwinds, we provide critical insights to help you get a step ahead in supply chain management and holiday-season planning.

Data in this presentation include:

  • Proprietary survey findings—US consumers’ perceptions of tariffs and responses to inflation
  • Year-over-year changes in total goods imported into the US, by month, January 2024 – March 2025
  • Supply chain exposure to China, by product category
  • Year-to-date changes in Coresight Research’s retail sales growth forecast for 2025

Other relevant research:

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Reasons to Read

The 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 highlight an uptick in financial optimism, driven by high-income consumers. The latest data in this infographic are from our survey conducted on May 19, 2025.

Other relevant research:

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Reasons to Read

The 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.

The latest data in this report are from our survey conducted on May 19, 2025. In addition to our usual weekly findings on consumer sentiment, activities and shopping patterns, we discuss how shoppers perceive and are responding to inflation. Headline findings reveal an uptick in financial optimism and a decline in inflation awareness.

Data in this research report are our latest proprietary survey findings on:

  • Consumers’ expectations for the economy overall and for their personal financial situation—plus, breakdowns of our findings by income
  • Consumers’ perceptions of inflation, and its impact on grocery and nongrocery spending
  • 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: Aldi, Amazon, Costco, Dollar General, Kroger, Target, Walmart

Other relevant research:

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Reasons to Read

The Coresight Research team attended World Retail Congress 2025 during April 27–29, 2025, in London, England. At the event, Steven Winnick, Vice President of Innovator Services at Coresight Research, moderated a panel featuring representatives from various growing brands.  

Dive into our top takeaways from the event, which span US tariffs (and their impacts on global retail supply chains), sustainability, inclusivity—including the challenges that AI (artificial intelligence) may pose in the adaptive apparel sector—and more.  

Companies mentioned in this report include: Anko Global, Currys, Estée Lauder Companies, H&M, Ken Pilot Ventures, Knoops, On, PDS Ltd., Tesco, Unhidden, Urbanic  

Other relevant research:  

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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, discusses the aggressive expansion of quick commerce in India by both digital-first disruptors and traditional retail giants. How are startups shifting their strategies, and which large retailers are entering the quick-commerce space? Dive into this new wave in the Indian e-commerce ecosystem, and understand the challenges facing quick-commerce players.

We also highlight our key research from the past week and upcoming reports to look out for, so you don’t miss out.

Companies mentioned in this report include: Blinkit, Amazon India, Flipkart, Reliance Retail, Swiggy Instamart, Tata Group, Zepto

Other relevant research:

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Reasons to Read

From personalized messages that grab attention in seconds to virtual stores built in hours—not weeks—AI is transforming digital commerce.

In this RetailTech report, we explore how AI/ML (machine learning) and GenAI (generative AI) technologies are redefining every step of the customer journey—from awareness and consideration to purchase and retention.

How can retailers adapt to shrinking consumer attention spans? And what does it take to create seamless, personalized experiences across online and in-store channels? Dive into our insights to find out.

We cover key topics including digital marketing and personalization, retail media, virtual stores and more.

Data in this research report include:

  • US e-commerce and total sales market size and projected growth, 2024–2029E
  • Proprietary US consumer survey findings—Adoption of virtual stores among US-based brands and retailers, and the impact of this technology on sales performance

Companies mentioned in this report include: 7-Eleven, Instacart, Obsess, Persado, Quad, Saks Global, Salesforce

Other relevant research:

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Reasons to Read

Our 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 closures by Rite Aid (now New Rite Aid), as well as highlight store opening and closure announcements from Bling Glamour, Boot Barn, CVS Health and others. We also cover the announcement of a new CEO at Bath & Body Works.

This report presents data up to week 21 of 2025, ended May 23, 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: Bling Glamour, Boot Barn, CVS Health, New Rite Aid, Next Adventure, Uniqlo

Other relevant research:

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Reasons to Read

Our 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 Greggs, The Range and The TJX Companies, among others. We also discuss the appointment of a new CEO at B&M.

This report presents data up to week 21 of 2025, ended May 23, 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: Greggs, Marks & Spencer, Poundland, The Range, Superdrug, The TJX Companies

Other relevant research:

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