Insight ReportSNAP Policy Changes and Funding Cuts: Impact on Retailers Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research August 27, 2025 Reasons to ReadUnderstand how sweeping SNAP (Supplemental Nutrition Assistance Program) policy changes will reshape retail performance, product strategy and consumer behavior. Read this report to discover answers to these and other questions: How will the $186 billion in SNAP funding cuts affect retailers that over-index with low-income consumers? What is the potential revenue loss from declining SNAP spillover spending on non-eligible items? How will state-level restrictions on SNAP-eligible foods shift in-store spending patterns across different retailer formats? What operational and compliance burdens will grocers face under new state-by-state SNAP regulations? Companies mentioned in this report include: 7-Eleven, Albertsons, BellRing Brands, Celsius Holdings, Circle K, Costco, Dollar General, Family Dollar, General Mills, Kraft Heinz, Kroger, Simply Good Foods, Sprouts Farmers Market, Trader Joe’s and Walmart. Data in this report include: Retailer share of spend among SNAP shoppers; annual federal SNAP spending by year. 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:Singles’ Day 2025: Three Trends To Look For as AI Moves Center StageSycamore Partners To Acquire Walgreens Boots Alliance—Exploring the Reasons for and Implications of the $23.7 Billion DealFrom Prohibition to Participation: Measuring the Impact of Cannabis and Psychedelic Mushroom Legalization on Consumer SpendingAnalyst Corner: How Is AI Shaping MarTech?—Transforming Your Strategy via Agentic AI, with Manik Bhatia
Insight ReportCEO Brief: Agentic AI—Creating a Digital Workforce to Achieve Enormous Leaps in Efficiency Charlie Poon, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research August 27, 2025 Reasons to ReadDiscover how agentic AI is reshaping the digital workforce and unlocking powerful efficiencies for retail. Read this report to discover answers to these and other questions: What is agentic AI, and how does it surpass generative AI in enabling a digital workforce? How can agentic AI transform retail operations and customer communication to deliver a first-mover advantage? What cost and ROI considerations should CEOs weigh when deciding whether to adopt agentic AI? Companies mentioned in this report include: Amazon, Blue Yonder, Cimulate AI, Manhattan Associates, Salesforce and SAP. Data in this report include: comparison of GenAI and agentic AI capabilities; benefits of early vs. late adoption of agentic AI using the CORE Framework; a decision-making flowchart to assess agentic AI deployment potential. Discover more: Dive deeper into strategies for implementing agentic AI in retail in our Playbook report. Check out the analyst video that accompanies this research: AI Research Insights: Premium Subscriber Briefing 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:May 2025 US Retail Sales: Core Sales Growth Proves Solid Despite Pull-Forward of PurchasesDepartment Stores in Focus; Plus, Consumer Sentiment Latest: US Consumer Survey InsightsConsumer Sentiment Shows Modest Improvement in January: China Consumer Survey InsightsUS CPG Sales Tracker: In-Store CPG Sales Fall While Beauty Remains Resilient
Deep DiveHigh-Income Consumers’ Sentiment Soars Ahead; Plus, Home and Home-Improvement Shopping in Focus: US Consumer Survey Insights Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research August 26, 2025 Reasons to ReadDiscover how US consumer sentiment and home and home-improvement shopping trends are shifting amid economic uncertainty. Read this report to discover answers to these and other questions: How is economic sentiment trending across income groups, and what does it mean for spending power? Which retailers are gaining or losing share in the home and home-improvement categories What categories are consumers prioritizing in their recent home and DIY purchases? How should brands and retailers respond to growing consumer focus on price and convenience? What are Coresight’s forward-looking views on the home and home-improvement retail outlook for 2025? Data in this research report include: Consumer sentiment on household finances and the economy by income group; weekly and four-week rolling sentiment trends; home and home-improvement shopper penetration by retailer; home and home-improvement category purchase rates. Companies mentioned in this report include: Albertsons Companies, Amazon, Costco, Dollar General, Dollar Tree, eBay, Kohl’s, Kroger, Lowe’s, Macy’s, Target, The Home Depot, The TJX Companies, Tractor Supply Company and Walmart. Other relevant research: US Holiday 2025: Early Outlook—Improving Signals, But Will It Last? 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 Media Intelligence: Unlocking the Power of In-Store Retail MediaUS Store Openings and Closures Midyear 2025 Review and Outlook: Where Does Retail Real Estate Stand in a Year of Disruption?Five Ways Brands and Retailers Can Use AI/ML and Shared Data to Energize End-to-End Product ManagementFinancial Optimism Remains Firm Since the Start of the Year: US Consumer Survey Insights
Deep DiveRetail-Tech Landscape: Supply Chain Technology Manik Bhatia, Head of Custom Research Sector Lead: Steven Winnick, Vice President—Innovator Services August 26, 2025 Reasons to ReadDiscover how next-generation technologies are transforming retail supply chains in the face of global uncertainty. Read this report to discover answers to these and other questions: How is AI helping retailers gain real-time visibility across fragmented supply chain operations? What is Agentic AI, and how is it enabling automated, autonomous decision-making in supply chains? Companies mentioned in this report include: Afresh, AutoScheduler.ai, Flexport, FourKites, Planet FWD and 50+ other retail-tech providers across categories, such as demand forecasting, ESG and warehousing. Data in this report include: US supply chain management software market size forecasts; illustrations of AI-powered circular supply chains; and examples of sourcing strategy shifts by major retailers. Other relevant research: All our Retail-Tech Landscapes spotlighting innovators that are disrupting the retail industry 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:Weekly UK Store Openings and Closures Tracker 2025, Week 15: Amazon Closes Amazon Fresh Store; T.M.Lewin To Open One StoreThe Agentic AI Playbook: Insights Presented by Deborah Weinswig at NRF 2025: Retail’s Big Show APACEarnings Insights 2Q25: Wrap-Up—Most Companies See Sales Improvement Despite Tariff ConcernsStretching Budgets and Shifting Choices: Navigating Back-to-School 2025—Data Graphic
Insight ReportUS CPG Sales Tracker: CPG E-Commerce Growth Eases from Prime Day Peak; General Merchandise Decline Confirms Pull-Forward Effect Prerana P Kotian, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research August 25, 2025 Reasons to ReadUnderstand what’s behind the latest slowdown in CPG e-commerce—and what it signals for future consumer demand. Read this report to discover answers to these and other questions: What caused the deceleration in CPG e-commerce growth after the July spike? How did sales performance vary across food & beverages, health & beauty and general merchandise & homecare? Why did beauty outperform other nonfood categories despite broader discretionary weakness? What consumer behaviors are driving demand shifts in response to tariff concerns? What should we expect for CPG growth in the next period—and will pulled-forward demand create future softness? 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. Find more research in our Food, Grocery and CPG Retail Hub. 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: All Things Tech at Shoptalk Spring 2025 with John HarmonTariffs + Consumer Sentiment: A Timeline, 2026—Data GraphicWeekly UK Store Openings and Closures Tracker 2025, Week 24: Matalan To Open Stores; Poundland Continues To Shutter StoresWeekly US Store Openings and Closures Tracker 2025, Week 32: Claire’s Files for Bankruptcy—Potentially 1,137 Stores To Close
Insight ReportRetail-Tech Landscape: MarTech Abhinav Tagore, Analyst Sector Lead: Steven Winnick, Vice President—Innovator Services August 25, 2025 Reasons to ReadUnderstand how generative AI, first-party data and stack simplification are reshaping marketing technology in retail. Read this report to discover answers to these and other questions: Which 50 companies are shaping the future of MarTech across six key technology segments? What is driving the projected $60.8 billion opportunity in the global retail MarTech market by 2026? How is generative AI transforming marketing creativity, automation, and personalization at scale? Why is first-party data becoming central to building trust and delivering high-performance campaigns? How are retailers responding to MarTech stack complexity and the need for integration? Companies mentioned in this report include: 50 global MarTech solution providers across data, content, personalization, automation, campaign optimization and media infrastructure. Data in this report include: Global retail MarTech market size and growth rate. Dive deeper into a subset of MarTech innovators in our forthcoming Innovator Matrix, which ranks MarTech vendors by market potential and level of innovation—this report publishes soon on coresight.com. Discover more technology research in our Retail Technology Hub All our Retail-Tech Landscapes spotlighting innovators that are disrupting the retail industry 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 Sector Outlooks: EbookInnovator Profile: Shopeaks—Transforming Social Media Monetization with Personalized StorefrontsGroceryshop 2025 Day One: AI Drives Smarter Operations as Shoppers Seek Value and WellnessCanada Store Openings and Closures Tracker 2025: Store Openings Edge Past Closures as Costco, Sephora and Uniqlo Expand
Analyst CornerAnalyst Corner: Why India Retail is Primed for a Blockbuster Festive-Sale Season, with Manik Bhatia Manik Bhatia, Head of Custom Research August 24, 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, Manik Bhatia, Head of Custom Research, discusses key reasons why India is primed for a particularly blockbuster festive-sale season in 2025. 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 covers consumer sentiment trends we are seeing in China and the US, based on data from our proprietary weekly surveys, including the factors that likely supported consumer confidence in China and the US ahead of expected new tariffs. Amazon Prime Day India 2025: Wrap-Up—Biggest-Ever Prime Day Spurs Tier 2 and Tier 3 Markets’ Growth and Premium Buys Redefining Global Sourcing: What a US–India Trade Deal Means for Retailers and Manufacturers Retail 2025: India Retail Predictions—Midyear Trends Update See all our coverage of tariffs. 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:March 2025 US Retail Sales Outlook: Lowering Our Retail Growth Projections in an Uncertain ContextRetail-Tech Landscape: Advanced AI SolutionsUS CPG Sales Tracker: Sharp Beauty Rise Drives CPG Growth in December 2024Financial Confidence Reaches Five-Month High: Weekly US Consumer Sentiment, Week 26, 2025—Infographic
InfographicThree Data Points We’re Watching This Week, Week 34: US Retail Sales Outlook John Mercer, Head of Global Research and Managing Director of Data-Driven Research August 22, 2025 Reasons to ReadOur Three Data Points We’re Watching This Week series spotlights key data points from our research. Discover selected data insights from Coresight Research. This week, the US retail outlook. Dive into the research behind these data points: August 2025 US Retail Sales Outlook: July Strength and Improved Outlook Score Raise Retail Projection Above 4% Other relevant research: The US Retail Sales Databank All graphics in the Three Data Points series This document was generated for Other research you may be interested in:AI Agents Power Cognitive Supply Chains: Insights from Blue Yonder ICON 2025 ConferenceInnovator Profile: Wayvee Analytics—Analyzing Customer Emotions to Boost Store and Shelf PerformanceEconomic Confidence Climbs; Financial Optimism Turns Positive: Weekly US Consumer Sentiment, Week 23, 2025—InfographicJuly 2025 US Retail Sales Outlook: Projecting 3+% Growth To Continue Amid Mixed Economic Signals
Store TrackerWeekly UK Store Openings and Closures Tracker 2025, Week 34: The Sleep Haven Files for Administration Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research August 22, 2025 Reasons to ReadUnderstand the latest shifts in UK retail store networks as openings edge ahead of closures. Read this report to discover answers to these and other questions: Which retailers contributed most to the increase in store closures this week—and why? Which brands are continuing to expand, despite a challenging retail environment? How do 2025 store openings and closures compare to 2024, and what are the key trends behind the year-over-year changes? Companies mentioned in this report include: Apricot, Bershka, Boyes, Clintons, EE, Furniture Village, Holland & Barrett, Morrisons, Primark, Søstrene Grene, The Sleep Haven, Uniqlo and Yours Clothing. 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. 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:UK Store Tracker Extra: 2025 Store Openings and Closures Review and 2026 Outlook—Data GraphicThree Data Points We’re Watching This Week, Week 11: US CPG E-Commerce LatestFinancial Sentiment Hits a Year-to-Date High: Weekly US Consumer Sentiment, Week 33, 2025—InfographicWeekly US Store Openings and Closures Tracker 2025, Week 49: Claire’s Closes 146 More Stores Than Announced
Store TrackerWeekly US Store Openings and Closures Tracker 2025, Week 34: Car Toys Takes Year-to-Date Retail Bankruptcies Total to 24 Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research August 22, 2025 Reasons to ReadUncover which retailers are driving the surge in US store closures—and who’s still expanding. Read this report to discover answers to these and other questions: Which retailers led this week’s spike in store closures and new openings across the US? How do 2025 store closure and opening trends compare to 2024—and what does the data reveal about retail health? Companies mentioned in this report include: Aspen Sound, Beyond Yoga, Car Toys, Crocs, CTX Operating Company, Daiso, H-E-B, Knix, LEGO, Rural King, Subdued, Tapestry, TNS and Wawa. 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. 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:Sector Focus: Off-Price Shopping—Data GraphicThree Data Points We’re Watching This Week, Week 31: US Consumer Sentiment, AI Investments and Canada StoresWeekly UK Store Openings and Closures Tracker 2025, Week 16: B&M and Tesco Provide Store-Opening PlansAmazon Apparel US Consumer Survey 2025: New Shoppers, Deeper Loyalty—Infographic
Event CoverageGlobal Outreach Summit 2025 Insights: India’s Digital Leap in Apparel Sourcing and Sustainability Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research August 21, 2025 Reasons to ReadDiscover how India’s apparel and textile sector is leveraging AI, sustainability and market diversification to navigate global trade shocks and scale internationally. Read this report to uncover answers to these and other key questions: How are AI and data analytics transforming fashion design, sourcing and personalization to boost ROI and sustainability? What innovations are driving technology adoption and AI integration across India’s fashion sourcing ecosystems? How is Walmart’s Vriddhi program empowering MSMEs and expanding India’s export capabilities? In what ways is sustainability becoming a core growth driver and market access requirement for Indian apparel and textiles? How are Indian brands blending heritage with global quality standards to compete on the world stage? What consumer trends and retail strategies are reshaping manufacturing, supply chains and global market positioning? Companies mentioned in this report include: 23:23 Designs, Amazon, Anko Global, Bestseller India, Centric Brands, Flipkart, Grapevine Designs, Impulse International Pvt. Ltd., JCPenney, Jyoti Apparels, Lululemon Athletica, Masculino Latino, Milan Group India, Paragon Apparels, Rangsutra, Shein, Sourcenet Global, Walmart, We Go Fashions, Wildcraft, XYXX Apparels, Zalando and Zivame. Data in this report include: AI-driven personalization impacts on sales and returns; MSME training and onboarding metrics; global textile waste and cotton production shares; tariff impacts on export orders; e-commerce penetration and internet user data; sourcing growth rates post-FTA; Australian fashion market preferences and seasonal dynamics. 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:Chinese New Year 2025: New Trends—Domestic Travel and Subsidy-Boosted SpendingConsumer Sentiment Unpacked—Higher-Income, Younger Consumers Are Most Optimistic: US Consumer Survey Insights ExtraEconomic Optimism at Five-Month Low; Holiday Shopping Slows: US Consumer Survey InsightsWhere Shoppers Live vs. Where They Shop: US Consumer Survey Insights Extra
InfographicRolling Metric Declines This Week: Weekly US Consumer Sentiment, Week 34, 2025—Infographic Coresight Research August 21, 2025 Reasons to ReadThe 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 Dive into the research behind this infographic: Sentiment Declines After Weeks of Gains; Plus, Beauty Shopping in Focus: US Consumer Survey Insights 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.) 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 Consumers’ Perceptions of Tariffs: Data GraphicInnovator Profile: Relocalize—Hyper-Local Production with Autonomous Micro-Factories to Cut Costs and Reduce WasteLower-Income Consumers’ Economic and Financial Sentiment Improves: US Consumer Survey InsightsWeekly US Store Openings and Closures Tracker 2025, Week 48: American Signature, Bed Bath & Beyond and Saks To Close Stores
Insight ReportAugust 2025 US Retail Sales Outlook: July Strength and Improved Outlook Score Raise Retail Projection Above 4% Madhav Pitaliya, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research August 21, 2025 Reasons to ReadUnderstand how resilient retail sales are shaping up amid uncertainty around tariffs, inflation and consumer sentiment. Read this report to discover answers to these and other questions: What retail sales growth is forecasted through the rest of 2025 and into 2026, and what are the key drivers behind the projections? How is the labor market, particularly labor force participation, influencing retail demand? In what ways are shifts in disposable income, savings and consumer sentiment impacting spending? What are the key upside and downside scenarios shaping the retail sector outlook for the second half of 2025? Data in this report include: US retail sales forecasts; model-predicted vs. actual retail growth; labor force, wage, and inflation metrics; consumer sentiment and disposable income trends; housing market data. Alongside this report, you can access the data behind key charts and tables in the Excel download above. 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:Financial Optimism Falls to Lowest Recorded Level: China Consumer Survey InsightsAnalyst Corner: Previewing CES 2026, with John HarmonThree Data Points We’re Watching This Week, Week 31: US Consumer Sentiment, AI Investments and Canada StoresThe Grocery Technology Playbook: Eight Strategic Priorities To Stay Ahead in 2026
Event CoverageEssential Guide to Shoptalk Fall 2025: Turning Current Challenges into Long-Term Strengths with Retail Alchemy Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research August 20, 2025 Reasons to ReadCoresight Research is a research partner of Shoptalk Fall 2025, an annual conference that unites executives from retailers, consumer brands and technology vendors to discuss emerging themes, innovations and future of commerce. The event will take place during September 17–19 at the McCormick Place Convention Center in Chicago, Illinois. Plan your time at Shoptalk Fall 2025 with this essential guide! This year, the event, built around the theme of “Retail Alchemy”, will spotlight key retail priorities, including AI-driven intelligence, product innovation, customer loyalty and executive leadership in a currently volatile environment. Executive SummaryAcross four retail themes, we identify must-attend sessions at Shoptalk Fall 2025, an annual conference that unites executives from retailers, consumer brands and technology vendors to discuss emerging themes, innovations and the future of commerce. In particular, sessions will address two of the most pressing subjects in retail—AI (artificial intelligence) and tariffs—covering AI’s role in business problem-solving and innovation and practical approaches to leading through the complexities of trade policies. Coresight Research Insights Notable Themes Data-Driven and AI-Augmented Retail Intelligence—Modern retail is moving beyond static dashboards and datasets, using machine learning (ML) and agentic AI to create intelligent, responsive systems for forecasting, planning and operations. These tools help brands anticipate disruption, navigate inflation and tariffs and fine-tune supply chain, inventory and omnichannel performance in real time. Product Curation and Innovation Under Pressure—With trade policies changing, supply chains in flux and consumer preferences shifting rapidly, merchandising teams are piloting new categories, reallocating inventory across formats and making bold assortment decisions to stay competitive. Brand Identity, Loyalty and Customer Experience in a Shifting World—Brand building today is about staying relevant, resilient and resonant in the face of cultural shifts, generational divides and algorithm-driven discovery. Marketers and customer experience leaders are focusing on personalization, loyalty and emotional connection to strengthen relationships across channels, platforms and regions. Leading Through Volatility and Change—Today’s leaders must act decisively in uncertainty while planning for what’s next. By balancing stability and innovation, cost control and expansion, and unity with decentralization, forward-thinking brands are reshaping organizational culture and empowering teams at every level. Introduction Coresight Research is an official research partner of Shoptalk Fall 2025, which will take place during September 17-19 at the McCormick Place Convention Center in Chicago, Illinois. Shoptalk Fall is an annual conference that unites executives from retailers, consumer brands and technology vendors to discuss emerging themes, innovations and the future of commerce. It serves as a complementary, second-half-of-the-year counterpart to Shoptalk Spring—offering industry leaders another strategic touchpoint to connect, collaborate and act on fast-moving trends. The Coresight Research team will be in attendance and looks forward to meeting you at Shoptalk Fall 2025. Coresight Research CEO and Founder Deborah Weinswig will be on stage on Friday, September 19, to discuss takeaways from the conference, with Ben Miller, VP, Original Content & Strategy, Shoptalk; Joe Laszlo, Global Head of Insights, Shoptalk; and Holden Bale, Global Chief Strategy Officer, Merkle (details in the agenda highlights below). In this essential guide to the event, we highlight notable sessions for attendees across four major themes, as identified by the Shoptalk team. All times in this report are Central Time (CT; local time of the event) To ensure that you do not miss critical insights, we will provide daily coverage of Shoptalk Fall 2025 on coresight.com. A Guide to Shoptalk Fall 2025: Coresight Research Insights Shoptalk Fall 2025, themed “Retail Alchemy,” will bring together more than 3,000 retail and brand leaders, technology innovators, and decision-makers to connect, strategize, and shape the future of retail. Featuring hands-on workshops, peer-led sessions, and insights from more than 130 industry luminaries, the event will spotlight key retail priorities, including AI-driven intelligence, product innovation, customer loyalty and executive leadership in a currently volatile environment. This year’s event expands its signature Shopwalks store tours, offering exclusive, behind-the-scenes tours of Chicago’s most innovative retail spaces. These immersive experiences will give retailer and brand attendees an inside look at how industry leaders are reinventing the in-store experience to meet evolving consumer expectations. Two of the most pressing topics in retail today are AI and tariffs. The Shoptalk Fall sessions will address both subjects, covering AI’s role in business problem-solving and innovation and practical approaches to leading through the complexities of trade policies. Notable Sessions Across Four Major Themes We highlight selected sessions at Shoptalk Fall categorized into four major themes: Data-Driven and AI-Augmented Retail Intelligence—Modern retail is moving beyond static dashboards and datasets, using machine learning (ML) and agentic AI to create intelligent, responsive systems for forecasting, planning and operations. These tools help brands anticipate disruption, navigate inflation and tariffs and fine-tune supply chain, inventory and omnichannel performance in real time. Product Curation and Innovation Under Pressure—With supply chains in flux and consumer preferences shifting rapidly, merchandising teams are piloting new categories, reallocating inventory across formats and making bold assortment decisions to stay competitive. Brand Identity, Loyalty, and Customer Experience in a Shifting World—Brand building today is about staying relevant, resilient and resonant in the face of cultural shifts, generational divides and algorithm-driven discovery. Marketers and customer experience leaders are focusing on personalization, loyalty and emotional connection to strengthen relationships across channels, platforms and regions. Leading Through Volatility and Change—Today’s leaders must act decisively in uncertainty while planning for what’s next. By balancing stability and innovation, cost control and expansion, and unity with decentralization, forward-thinking brands are reshaping organizational culture and empowering teams at every level. 1. Data-driven and AI-augmented retail intelligence Shoptalk Says: Modern retail demands more than dashboards and datasets. In an age of conflicting KPIs, global unpredictability and shrinking margins, retailers are transforming forecasting, planning and operations into intelligent, responsive systems. From ML that adapts in real time to agentic AI that scales decision-making, the sharpest brands are using technology to anticipate disruption, navigate inflation and tariffs and fuel precision across supply chain, inventory and omnichannel performance. Coresight Research Insight: AI, ML and GenAI underpin Coresight Research’s Retail Technology Trends in 2025, for their ability to quickly and accurately mine vast datasets for relationships, anomalies and growth opportunities. Coresight Research has developed the CORE framework for AI in retail to give retailers and brands a head start in strategizing around AI deployment. The framework classifies the applications of AI within four main categories that can help retailers win new business, run their operations more efficiently and create stronger relationships with their customers. Agentic AI is one of the top technology trends that Coresight Research predicts will impact retail in 2025 and beyond. Coresight Research expects that agentic AI will revolutionize retail, as well as many other industries, over the next five years. We estimate that just over half (51%) of enterprise software applications will be “agentified,” meaning that they will use AI agents to some degree, by 2029. Relevant Research The Agentic AI Playbook: How to Redefine Retail with Intelligent Autonomy RetailTech: AI in Digital Commerce—GenAI Supercharges Retail to Provide a Seamless Shopping Journey Five Ways Brands and Retailers Can Use AI/ML and Shared Data to Energize End-to-End Product Management Retail 2025: 10 Trends in Retail Technology Retail 2025: 10 AI Trends—An Inflection Point in the GenAI Revolution Shoptalk Fall Sessions Time Session Track Speakers/Panelists Wednesday, September 17 10:30 a.m.–11:10 a.m. Track Keynote: From Tariffs to Tactics: Scenario Planning in a Volatile World AIR Jamie Bragg, Chief Supply Chain Officer, EVP, Tailored Brands Tanzil Uddin, SVP, Content & Partnerships, Manifest (Interviewer) Scenario Planning in a Volatile World: A Conversation AIR David Gaylord, CEO, Bushbalm Kim Roxie, Founder & CEO, LAMIK Beauty Tanzil Uddin, SVP, Content & Partnerships, Manifest (Interviewer) 2:45 p.m.–3:25 p.m. Tech Solutions Spotlight: Agentic AI Transforming Operations AIR Paul Meinshausen, CEO, Aampe Maju Kuruvilla, Founder & CEO, Spangle Ryan Wang, Founder & CEO, Assembled Josh Payne, Co-Founder & CEO, Coframe Pano Anthos, Founder & Managing Director, XRC Ventures (Interviewer) 3:30 p.m.– 4:10 p.m. Supply Chain Agility in the Age of Disruption AIR Jennifer Kobus, DVP, Global Supply Chain, REI Derek Geiss, Chief Supply Chain Officer and EVP, International, Nutrabolt Harshida Acharya, Partner & Chief Strategy Officer, Fulfillment IQ Katie Date, SVP, Industry Relations & Strategic Initiatives, Manifest (Interviewer) 4:30 p.m.–4:50 p.m. Keynote Jonathan Adler, Founder & Chief Creative Officer, Jonathan Adler 5:10 p.m.–5:30 p.m. Keynote: The Alchemists – Disruptors Defining the Next Era Olivia Landau, Founder & CEO, The Clear Cut Fiona Simmonds, Co-Founder, Pinkie Thursday, September 18 9:35 a.m.– 10:15 a.m. Leveling Up on Search in the AI Era AIR Michelle Goad, Chief Digital Officer, Athleta Erica Randerson, Chief Digital Officer & GM, Edible Brands Sonia Lapinsky, Partner & Managing Director, Head of Fashion Retail, Alix Partners (Interviewer) 10:25 a.m.– 11:05 a.m. Strategic Pivots That Succeed: Driving Reinvention AIR Nicole Parry, Head of Merchandising, Americas, H&M Bruce Smith, Founder & Chairman of the Board, Hydrow Karina Dolgin, Chief Product & Revenue Officer, James Avery Jewelry Smriti Jayaraman, Principal, Corazon Capital (Interviewer) 1:40 p.m.– 2:00 p.m. Keynote Ann-Marie Campbell, Senior Executive Vice President, Home Depot 2:00 p.m.– 2:20 p.m. Keynote Ciaran Long, CEO, a.k.a. Brands Kristin Stoller, Editorial Director, Fortune (Interviewer) 4:15 p.m.– 4:55 p.m. Retail Intelligence: What AI Can – and Can’t – Do Today AIR Dan DeMeyere, Chief Technology & Product Officer, ThredUp Neelima Sharma, SVP, Omnichannel & Ecommerce Technology, Lowe’s Stephen Yalof, President & CEO, Tanger Matthew Adam Smith, Founder & CEO, TWO ISAACS (Interviewer) Friday, September 19 10:30 a.m.–11:10 a.m. Search, Discover, Convert: Improving the Ecommerce Customer Experience AIR Jessica Alsing, Chief Digital Officer, Grendene Global Brands Sunny Jiang, President & CEO, Eyebuydirect, EssilorLuxottica Joe Cano, SVP of Digital, Lowe’s Dominick Miserandino, CEO, Retail Tech Media Nexus (Interviewer) 11:20 a.m.–12:00 p.m. Using Behavioral Data to Drive Repeat Revenue AIR Hanna Bang, VP of Lifestyle Marketing, L’Oréal Julie Van Ullen, Chief Revenue Officer, Rakuten Rewards Ann Conway, Founder & CEO, Amplify (Interviewer) 1:05 p.m.–1:45 p.m. Multi-Faceted Personalization That Converts AIR Dane Mathews, Chief Digital & Technology Officer, Taco Bell Ann Piper, Head of North America, Ads, Spotify Yael Mohan, Partner, Bain & Company (Interviewer) 3:30 p.m.–3:50 p.m. Keynote Sanjay Radhakrishnan, SVP & Chief Technology Officer, Sam’s Club Todd Garner, SVP & Chief Product Officer, Sam’s Club 3:50 p.m.–4:10 p.m. Keynote Evelyn Webster, CEO, SoulCycle 2. Product curation and innovation under pressure Shoptalk Says: The old rules no longer apply; what sells today might not sell tomorrow, and a reliable supply chain is no longer a given. This reality is forcing product, format and merchandising teams to rethink their playbooks: piloting new categories in uncertain conditions, shifting inventory across formats and making bold assortment decisions while contending with supply chain challenges and platform complexity. If merchandising has always been equal parts art and science, this is the moment when that equation is truly put to the test. Coresight Research Insight: The demands and challenges of getting the right product in front of the consumer at the right time may be ever evolving and recently heightened, but the tools to support the decisions and operations that drive those efforts are proliferating, too. In an era of pandemics, rapidly shifting customer preferences, geopolitical conflict and the sudden levying of tariffs, quant tools for inventory management like Excel and “homebrew” systems are no longer adequate. In the age of AI, enterprises need to store their data in modern repositories, for access to AI models and applications. Then enterprises can select from a wide spectrum of broad-based enterprise platforms and specialty applications, which employ AI, to meet their specific needs. Although AI/ML offers enormous benefits in finding relationships in data and in forecasting an optimization, the advent of GenAI and agentic AI brings the power of analyzing and generating insights from data—possibly automatically—to everyone, including non-technical staff. Agentic AI promises to automate the abilities of analysts and data scientists in its ability to envision scenarios, forecast their outcomes, and make recommendations. We foresee agentic AI proposing product recommendations and customized promotions, alongside supply chain tasks such as production scheduling and order management. In the meantime, GenAI applications can enhance several key operational functions within the product launch and sales journey. Comprehensive business application software can leverage GenAI to generate text and images, which will save brands and retailers numerous hours in writing product descriptions and creating product imagery, and greatly reducing the time spent in creative and marketing teams. The rewards from implementing a unified commerce strategy can include increased loyalty: A Coresight Research survey found that the availability of multiple shopping channels increases the likelihood of returning to a retailer as a repeat customer for more than one-third of US consumers, and this proportion rises to almost half when the omnichannel experience is seamless. Relevant Research The Agentic AI Playbook: How to Redefine Retail with Intelligent Autonomy From Omnichannel to Unified Commerce: Elevating Cross-Channel Customer Experiences to the Next Level Revolutionize Your Product Launch Strategy: Leveraging Generative AI Applications for Enhanced Speed and Profitability AI for Merchandising: Applications, Implementation and Benefits Abound Store of the Future: Unlocking Performance Through Innovation Unlocking Success: The Pathway to Profitability for US Brands and Retailers Coming Soon: Playbook—Intelligent Inventory Shoptalk Fall Sessions Time Session Track Speakers/Panelists Wednesday, September 17 2:00 p.m.– 2:40 p.m. Pods, Pop-Ups & More: Agile Approaches to Experiential Retail FIRE Jenica Myszkowski, CEO & President, CAMP Denise Cherry, VP, Marketing & Brand Experience, Rivian Christopher Carl, Head of Marketing, US, AliExpress Emily Miller, SVP, Strategy & Insight, JLL Design, JLL (Interviewer) 2:45 p.m.– 3:25 p.m. Track Keynote: Running a Brand in the Face of Change FIRE Arriana McLymore, Ecommerce Reporter, Reuters (Interviewer) Kate Gulliver, Chief Financial Officer & Chief Administrative Officer, Wayfair Channel Expansion in Volatile Times: Winning Across Ecommerce, Social, Marketplaces & Stores FIRE Jose Nino, VP, Global Digital & Ecommerce, U.S. Polo Assn. Valerie De Charette, Partner, Tomorrow Retail (Interviewer) 3:30 p.m.– 4:10 p.m Track Keynote: Future-Proofing the Product Mix: Adaptive Strategies for Influence, Inventory, and Impact FIRE Stephanie Roberson, Chief Merchandising Officer, Shopbop Ricardo Lajoie, Global Chief Merchant, Vans Marielle Bobo, VP, Content, Shoptalk (Interviewer) Thursday, September 18 9:35 a.m.– 10:15 a.m. The Beauty Lab: How Emerging Brands are Redefining Innovation FIRE Suveen Sahib, Co-Founder & CEO, K18 Linda Wang, Founder & CEO, Karuna Skin Henry Davis, CEO, Sakara Life Jacqueline Flam, SVP, Beauty, Drug & OTC Retail, Nielsen (Interviewer) 10:25 a.m.–11:05 a.m. Making New Formats Stick: Moving Beyond the Pilot Phase FIRE George Chang, General Manager, SHEIN USA Marketplace, SHEIN Fred Schonenberg, Founder & CEO, VentureFuel 4:15 p.m.– 4:55 p.m. Designing Shopping Experiences That Convert In-Store and Online FIRE Corey Conrad, SVP, Leasing & Brand Partnerships, Caruso Liza Lefkowski, Chief Merchant, VP of Stores, Wayfair Danielle DiMaiolo Rendini, Head of Retail, American Girl Jim Okamura, Partner, McMillanDoolittle (Interviewer) 5:00 p.m.– 5:40 p.m. Messaging that Moves: Turning Brand Narrative into Buyer Intent FIRE Wayne Purboo, VP, Amazon Shopping Video, Amazon Jordan Rost, Head of Ad Marketing, Roku Tony Marlow, Chief Marketing Officer, LG Ad Solutions, LG Hitha Herzog, Chief Research Officer, H Squared Research (Interviewer) Friday, September 19 10:30 a.m.–11:10 a.m. Track Keynote: Unified Commerce Tools Powering Seamless Journeys FIRE Ryan Breslow, Founder & CEO, Bolt Tech Solutions Spotlight: Unified Commerce Tools Powering Seamless Journeys FIRE Akash Gupta, Co-Founder & CEO, GreyOrange Spencer Hewett, Founder & CEO, Radar Simon Molnar, Founder & CEO, Flagship Sam Shapiro, Partner, VMG Technology, VMG Partners (Interviewer) 11:20 a.m.–12:00 p.m. How Retail Media is Rewriting the Storefront and Digital Shelf FIRE Caroline Liu, Head of Go-To-Market Strategy, Target Jennifer Andrew, Global VP, Expedia Advertising, Expedia Andrew Lipsman, Founder & Chief Analyst, Media, Ads + Commerce (Interviewer) 1:05 p.m.–1:45 p.m. Shoptalk Fall Key Takeaways FIRE Deborah Weinswig, CEO and Founder, Coresight Research Ben Miller, VP, Original Content & Strategy, Shoptalk Joe Laszlo, Global Head of Insights, Shoptalk Holden Bale, Global Chief Strategy Officer, Merkle 3. Brand identity, loyalty and customer experience in a shifting world Shoptalk Says: Today, brand building is no longer just about storytelling—it is about staying relevant, resilient and resonant. In a marketplace shaped by cultural shifts, generational divides and algorithm-driven discovery, brands must earn customer loyalty with clear intent. Marketers, customer experience leaders and loyalty strategists are aligning emotional connection with commercial results—all while dealing with pressure to personalize, defend budgets and re-energize engagement across platforms, regions and channels. Coresight Research Insight: Marketing has changed substantially in recent years, driven by ongoing technology advancements. Coresight Research believes that the next few years will be critical for retailers—how they position themselves to benefit from technologies such as agentic AI will determine the prowess of their marketing technology stack moving forward. Relevant Research Analyst Corner: How Is AI Shaping MarTech?—Transforming Your Strategy via Agentic AI, with Manik Bhatia Generational Trends in Shopper Behavior: US Consumer Survey Insights Extra Rethinking Last-Mile Delivery: Building Customer-Centric Retail Experiences US Retail Loyalty Programs: Decoding Consumer Behavior To Build Lasting Relationships Shoptalk Fall Sessions Time Session Track Speakers/Panelists Thursday, September 18 9:35 a.m.– 10:15 a.m. Creative Optimization in the Age of Automation Water Debbie Woloshin, Chief Marketing Officer, Stitch Fix Gaurav Pant, Co-Founder & Chief Insights Officer, Incisiv (Interviewer) 10:25 a.m.– 11:05 a.m. Track Keynote: Winning Brand Expression Across Platforms Water Kim Lefko, Chief Marketing Officer, Ace Hardware Joe Laszlo, Global Head of Insights, Shoptalk (Interviewer) Winning Brand Expression Across Platforms: A Conversation Water Lauren Price, SVP, Ecommerce & Digital Marketing, NA, COS Nicklaus Hasselberg, VP, Performance Marketing & Ecommerce, Every Man Jack Sam Tomlinson, EVP, Warschawski (Interviewer) 4:15 p.m.– 4:55 p.m. Cultural Insights that Fuel Identity & Relevance Water Julie Craig, VP, Shopper Insights, Kantar Retail Leah Johns, Head of the Global Consumer Lab, Bain & Company Suzanne Silverstein, CEO, Silver Jeans Co. 5:00 p.m.– 5:40 p.m. Tech Solutions Spotlight: AI and Personalization Fueling Marketing ROI Water Liam Millward, Co-Founder & CEO, Instant Cooper Harris, Founder & CEO, Klickly Tomas Puig, Co-Founder & CEO, Alembic Sampo Parkkinen, Co-Founder & CEO, Revieve Aron Bohlig, Managing Partner, ComCap (Interviewer) Friday, September 19 10:30 a.m.– 11:10 a.m. Building Retention in Times of Change Water Rene Federico, Head of Marketing, U.S., Primark Sarah Kleinman, Head of America, Ruggable Bennett Fox-Glassman, SVP, Customer Journey, Macy’s Inc. Tara Paton, Founder & CEO, Huemanize (Interviewer) 11:20 a.m.– 12:00 p.m. Creative Sprints: Moving from Idea to Execution at the Speed of Light Water Jenna Bromberg, Chief Marketing Officer, Papa John’s Kaitlyn Hebert, Global Chief Marketing Officer, Ninja, SharkNinja Jeremy Lowenstein, Chief Marketing Officer, Milani Cosmetics Vic Drabicky, Founder & CEO, January Digital (Interviewer) 1:05 p.m.– 1:45 p.m. Bold Campaigns, Unexpected Collabs, and Brand Guts Water Kimberly Wallengren, VP Marketing, North America, Coach Kari Cook, VP Strategy & Planning, Americas, MCoBeauty Alyssa Brown, VP of Marketing, Teleties Katie Bestenlehner, Managing Director, FTI Consulting (Interviewer) 4. Leading through volatility and change Shoptalk Says: Leadership in 2025 demands a dual vision—the clarity to act decisively in times of crisis and the foresight to place smart bets on what’s next. This is the executive crucible, where leaders are tasked with reconciling seemingly contradictory mandates: stabilizing while innovating, cutting costs while driving growth and unifying while decentralizing. Against the backdrop of changing geopolitics, labor and organizational design, forward-thinking brands are future-proofing their cultures, empowering middle management, and rethinking roles from the C-suite to the front lines. Coresight Research Insight: A volatile trade environment—marked by new tariffs that drive up sourcing costs and disrupt logistics—puts retail at risk of product shortages and price hikes. According to a recent Coresight Research survey, almost six in 10 consumers (56.1%) hold significant concerns that new US tariffs will increase the price of goods (cited as among their top three concerns). From the same survey, just over six in 10 consumers (62.0%) who have changed or expect to change their shopping behavior due to tariffs report spending less on luxuries or non-essential products in anticipation of higher prices for essentials At the same time, retail businesses are under strain too. When asked for the most pressing concerns facing their firms, nearly 40% of CFOs cited tariffs or trade policy, according to a survey from Duke University and the Federal Reserve Banks of Richmond and Atlanta conducted in June 2025. Relevant Research CEO Brief: Tech for Tariffs—Four Technologies (and Services) That Can Raise Revenues and Margins Now to Offset Tariff Pain Financial Confidence Improves but Tariffs and Inflation Impact Shopping Behavior: US Consumer Survey Insights Retail Under Pressure: How Will Tariffs Disrupt the Back-to-School and Holiday Seasons? US Retail in the Rest of 2025: Normalized Demand and Leaner Inventories Ahead of a High-Stakes Holiday Season Shoptalk Fall Sessions Time Session Track Speakers/Panelists Thursday, September 18 9:35 a.m.– 10:15 a.m. The Profitability Pressure Cooker: Running a Brand in the Face of Change Earth Sally Pfocher, CEO, Shutterfly Stefanie Kruse Curley, President, DTC, Parts Town Poonam Goyal, Sector Head & Senior Research Retail Analyst, Bloomberg (Interviewer) 10:25 a.m.– 11:05 a.m. The Technology Leader’s Playbook: Fostering Agility Amid Disruption Earth Lisa Green, Co-Founder & Chief Brands Officer, Daydream Adriana Bourgoin, Chief Customer & Strategy Officer, Commerce Cloud, Salesforce 4:15 p.m.– 4:55 p.m. Leading Through Culture Shifts: When External Forces Reshape Brands Earth James Reinhart, Co-Founder & CEO, ThredUp Mimi Swain, Chief Commercial Officer, Ring and Blink by Amazon HG O’Connell, Senior Director, Content, Shoptalk (Interviewer) 5:00 p.m.– 5:40 p.m. What the C-Suite Can Learn From the Frontlines Earth Meera Bhatia, President, Fabletics Leigh Manheim, President, North America, Coach Adam Plom, VP, Content, Shoptalk Europe, Shoptalk (Interviewer) Friday, September 19 10:30 a.m.– 11:10 a.m. Purpose Under Pressure: When Mission Meets Market Reality Earth Kelly Cook, CEO, David’s Bridal Alia Kemet, Chief Marketing Officer, Shipt Marielle Bobo, VP, Content, Shoptalk (Interviewer) 11:20 a.m.– 12:00 p.m. The Bold Bets We’re Making and What’s Driving Them Earth Desirée Rogers, Co-Owner & CEO, Black Opal LLC Marielle Bobo, VP, Content, Shoptalk (Interviewer) Victoria Picca, President, Off Season 1:05 p.m.– 1:45 p.m. What the Best Leaders Are Doing Differently Earth Candan Erenguc, Chief Operating Officer, Anthropologie Jeremey Tahari, CEO & Creative Director, Elie Tahari Elise de Saint Didier, Partner, Executive Recruiter / Digital Transformation, Chameleon Collective (Interviewer) Notes Shoptalk 2025 agenda details are accurate as of August 19, 2025. Informing the data in this report are two online surveys of US consumers aged 18+, conducted by Coresight Research. The results have a margin of error of +/-5%, at a 95% confidence level. Visit our Methodology page to read more context for understanding the results of Coresight Research surveys. This document was generated for Other research you may be interested in:Shoptalk Fall 2025 Day Two: Scaling Pilots, Pivoting with Intelligence and Building Next-Gen Customer ExperiencesUS Store Tracker Extra, January 2026: More than 24 Million Square Feet of Retail Space Slated To Open This YearCEO Brief: Agentic AI—Creating a Digital Workforce to Achieve Enormous Leaps in EfficiencyWeekly US Store Openings and Closures Tracker 2025, Week 38: Global Names, Including LEGO, Monos and Uniqlo, Continue to Expand
Deep DiveSentiment Declines After Weeks of Gains; Plus, Beauty Shopping in Focus: US Consumer Survey Insights Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research August 19, 2025 Reasons to ReadDiscover how US consumer sentiment and beauty shopping trends are shifting amid economic uncertainty. Read this report to discover answers to these and other questions: How did consumer sentiment change after three weeks of improvement and what role did tariffs play? How are financial and economic expectations diverging across higher-, middle- and lower-income households? Which retailers are winning in beauty sales and how large is their lead over competitors? How are social media platforms influencing beauty purchasing patterns? Which beauty categories are seeing the strongest and weakest shopper demand? Data in this research report include: Consumer sentiment on household finances and the economy by income group; weekly and four-week rolling sentiment trends; beauty shopper penetration by retailer; beauty category purchase rates; social media platform influence on beauty shopping. Companies mentioned in this report include: Albertsons Company, Amazon, Costco, Dollar General, Dollar Tree, eBay, Instagram, Kohl’s, Kroger, Macy’s, Sephora, Target, The TJX Companies, TikTok, Ulta Beauty, Walmart and YouTube. Other relevant research: US Holiday 2025: Early Outlook—Improving Signals, But Will It Last? 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 Store Tracker Extra, February 2026: Five Below and Sprouts Farmers Market Add 2.5+ Million Square Feet to Total Opened Retail SpaceThe Intelligent Inventory Playbook: How to Approach Inventory ExcellenceReturn to Uncertainty for Retail: Supreme Court Strikes Down US TariffsTariffs and Earnings: What Companies Have Reported—Data Graphic