Deep DiveConsumer Sentiment Stabilizes Following Trade Talks and Rate Cut: US Consumer Survey Insights Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research November 19, 2025 Reasons to ReadDiscover how US consumers are reacting to shifting economic conditions, inflation pressures and tariffs in the holiday season. Read this report to discover answers to these and other questions: How is consumer sentiment diverging across income groups—and what does this mean for premium versus value retail performance. How Federal Government Shutdown impacting consumers’ financially and their holiday plans? Data in this research report include: Consumer sentiment by income and time, impact of Federal Government Shutdown on consumers; and retailer and category-level shopping data. Other relevant research: 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:Five Ways AI Is Being Used in Beauty Retailing (Plus One Bonus)—and What’s NextUS Online Grocery Survey 2025: Full-Basket Orders Increase as Delivery Retains Its DominanceWeekly US Store Openings and Closures Tracker 2025, Week 40: Toys“R”Us Continues To ExpandSustained Stimulus Measures Give Rise to Consumer Optimism: China Consumer Survey Insights
Deep DiveHoliday 2025 Survey Insights: Government Shutdown Impacts One-Third of Holiday Shoppers Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research November 19, 2025 Reasons to ReadDiscover how tariffs and inflation driven shifts in sentiment and behavior are shaping the mid weeks of the 2025 holiday shopping season. Read this report to discover answers to these and other questions: What early signals are we seeing in holiday shopping behaviors and which retailers are winning early-season share? Where are consumers shopping for holiday products and how are discount and convenience players performing? What product categories are leading early holiday purchases, and what role is inflation playing in consumer choices? Data in this research report include: Holiday purchase rates; top retailers for holiday shopping and holiday categories. Companies mentioned in this report include: Albertsons Companies, Amazon, Best Buy, Costco, Dollar Tree, eBay, Etsy, Family Dollar, Five Below, Gamestop, Hobby Lobby, Home Depot, JCPenney, Kohl’s, Kroger, Lowe’s, Macy’s, Old Navy, Ross Stores, Sam’s Cub, Sephora, Target, Temu, The TJX Companies, Ulta and Walmart Other relevant research: US Holiday 2025: Consumer Survey and Retail Outlook—From Social To Smart: AI Becomes the New Driver of Holiday Discovery and Value Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. All Coresight Research coverage of US holiday retail 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 12: Openings Up 50+% Year Over YearHigh-Income Consumers Drive Uptick in Financial Optimism; Inflation Awareness Down Versus Early 2025: US Consumer Survey InsightsEarnings Insights 4Q24, Week 5: Most Companies Report Strong Growth Results This Week—InfographicConsumer Confidence Rebounds in October: China Consumer Survey Insights
Deep DiveFive Ways AI Is Being Used in Beauty Retailing (Plus One Bonus)—and What’s Next Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research November 19, 2025 Reasons to ReadDiscover how AI is transforming beauty retail into a predictive, personalized and agent-driven commerce ecosystem. Read this report—part of our Five Ways AI Is Being Used… series on major retail sectors—to explore insights and answers to these and other key questions: How are beauty brand owners like L’Oréal and Estée Lauder using AI to accelerate product innovation and create hyper-personalized formulations? In what ways is AI helping beauty companies discover more sustainable, bio-based beauty ingredients—and cutting development time from years to months? How is AI reshaping manufacturing and logistics to enable agile, personalized and low-waste supply chains in beauty retail? What role does AI play in powering hyper-personalized marketing, loyalty and CRM strategies across millions of customers? How are leading beauty retailers using AI to connect digital and physical channels, driving conversion, AOV and lifetime value? Companies mentioned in this report include: Abolis Biotechnologies, Adobe, Bath & Body Works, Coty, Debut, Douglas, e.l.f. Beauty, The Estée Lauder Companies, Evonik, Function of Beauty, Haut.AI, IBM, JCPenney, La Roche-Posay, L’Oréal, Microsoft, Modiface, Perfect Corp, Proven Skincare, Relex, Revieve, Sephora, Too Faced, Ulta Beauty. Data in this report include: AI use cases across the beauty value chain; performance metrics from AI-enabled product development, supply chains and retail experiences; customer engagement KPIs from AI-powered personalization and diagnostics. All of our coverage of AI in retail 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:Rolling Metric Stabilizes: Weekly US Consumer Sentiment, Week 38, 2025—InfographicData and Tech for Development—Tapping into the Consumer’s Head: Insights Presented at Retail Property Symposium 2025Weekly UK Store Openings and Closures Tracker 2025, Week 22: Marks & Spencer Announces Additional Store OpeningsThree Data Points We’re Watching This Week, Week 22: US Consumer Insights—Tariffs and Inflation
Deep DiveFive Ways AI Is Being Used in Luxury Retailing—and What’s Next Charlie Poon, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research November 19, 2025 Reasons to ReadDiscover how Artificial Intelligence (AI) is transforming the luxury retail industry, driving innovation across product design, customer service, and operational efficiency. Read this report—part of our Five Ways AI Is Being Used… series on major retail sectors—to explore insights and answers to these and other key questions: How are luxury brands like Prada and Moncler using generative AI to co-create cutting-edge designs and stay ahead of trends? In what ways are AI-generated content and immersive marketing campaigns, such as those by Balenciaga, reshaping how luxury brands engage with consumers? How is AI enhancing customer service with personalized shopping agents like Ralph Lauren’s “Ask Ralph” and LVMH’s MaIA? How can AI help luxury brands optimize inventory management and supply chain operations while maintaining their exclusivity? What role does AI play in fighting counterfeiting, ensuring authenticity, and protecting the brand integrity of top luxury names? Data in this research report include/are: AI’s impact on design cycles, AI-driven personalization and customer engagement metrics, marketing content generation efficiency, and advancements in authentication technologies. Companies mentioned in this report include/are: Balenciaga, Entrupy, LVMH, Moncler, Prada and Ralph Lauren. All of our coverage of AI in retail 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 STORE Framework for Driving Innovation in RetailJune 2025 US Retail Sales Outlook: Projecting Solid Growth as Consumer Sentiment Continues to RecoverThe Sentiment Split: Optimism at the Top, Strain at the Bottom; Plus, Social Commerce Shopping in Focus—US Consumer Survey InsightsUS Black Friday 2025: Early Read—Early-Morning Footfall Points to a Selective Return of the Black Friday Store Energy
Event PresentationRetail Trends and Shopper Traffic Update, Q4: Early Findings & Strategic Outlook Coresight ResearchPlacer.ai November 18, 2025 Reasons to ReadCoresight Research hosted “Retail Trends and Shopper Traffic Update, Q4: Early Findings & Strategic Outlook” on November 18, 2025. Coresight Research CEO Deborah Weinswig and Placer.ai Head of Analytical Research RJ Hottovy shared exclusive data and actionable insights on evolving retail and shopper trends. The session covered which categories were leading, how consumer behavior was shifting, and the strategies retailers could use to drive growth and resilience through the holiday season and beyond. Attendees gained proprietary data, practical takeaways and forward-looking guidance to help navigate today’s dynamic retail landscape. Topics covered included: Midyear Review: Key trends, emerging themes and implications Shopper Traffic & Sentiment: Insights into consumer behavior and shopping preferences Sector & Category Performance: Leaders and laggards State of the Mall: Traffic dynamics, tenant mix and format shifts Holiday Preview: Insights and predictions Outlook: Strategic priorities and growth opportunities for 2026 This session offered valuable insights to help retailers stay ahead in a rapidly changing environment, with expert perspectives on market trends, consumer behavior and strategic approaches for navigating Q4 and planning for 2026. Watch the full session here. 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:Market Outlook: US Foodservice—Growth To Improve Amid Value-Focused InitiativesUS Tariffs: Three Actions for Risk Mitigation and Long-Term PositioningEssential Guide to Shoptalk Spring 2025: Navigating the Future of Customer-Centric Retail with AI and Unified CommerceConsumer Sentiment Flatlines Ahead of Big Tariff Reveal; Plus, Mass Merchandisers and Wholesale Clubs in Focus: US Consumer Survey Insights
Deep DiveFive Ways AI Is Being Used in Grocery and Mass Retailing—and What’s Next Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research November 18, 2025 Reasons to ReadDiscover how AI is transforming every aisle, algorithm and action in the grocery and mass merchants retail sector. Read this report—part of our AI in Sector series—to explore insights and answers to these and other key questions: How are AI/ML tools improving demand forecasting in grocery and mass retail—and what performance gains are early adopters seeing? What store-level technologies are grocers and mass retailers using to monitor shelves, reduce labor costs and minimize out-of-stocks? How are retailers using AI to create seamless checkout experiences and mitigate theft risks? What role will GenAI and AI agents play in product discovery, and how should grocers and mass retailers respond to changing consumer search behaviors? How is AI enabling hyper-personalized experiences that drive engagement, conversion and loyalty in grocery and mass retail? Companies mentioned in this report include: Afresh Technologies, Ahold Delhaize USA, Albertsons, Cust2Mate, Diebold Nixdorf, DoorDash, Hy-Vee, Instacart, RELEX Solutions, Sam’s Club, Schnucks Market, Shopic, Simbe Robotics, SpartanNash, Spangle.ai, Sprouts Farmers Market, Thrive Market, Tracxpoint, Wakefern, Walmart. Data in this report include: Food waste reduction and sales impact from AI-driven forecasting; retail survey data on out-of-stocks and in-store inefficiencies; consumer interest in smart cart features; adoption of GenAI in holiday shopping; performance metrics of AI-enabled shelf monitoring and checkout systems. All of our coverage of AI in retail 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:Five Ways AI Is Being Used in Beauty Retailing (Plus One Bonus)—and What’s NextThree Data Points We’re Watching This Week, Week 17: US Retail and Consumer LatestNRF 2025: Retail’s Big Show: Day Two—Diving into Loyalty and Sustainability with Sephora, Target, Walmart and OthersWeekly US Store Openings and Closures Tracker 2025, Week 29: Openings by Daiso, LEGO and Target
Deep DiveFive Ways AI Is Being Used in Apparel and Footwear Retailing—and What’s Next Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research November 17, 2025 Reasons to ReadDiscover how AI is revolutionizing every corner of apparel and footwear retail—from design to delivery to the dressing room. Read this report—part of our Five Ways AI Is Being Used… series on major retail sectors—to explore insights and answers to these and other key questions: How are leading brand owners and retailers like NIKE, Adidas and Walmart using AI to cut design cycles and unlock mass personalization? In what ways are AI tools transforming inventory forecasting and supply-chain efficiency to reduce waste and protect margins? How is AI enabling hyper-personalized shopping experiences across digital and physical retail for brands and retailers? How are apparel and footwear brand owners and retailers using generative AI to optimize social-commerce performance and influencer campaigns? What AI innovations are reducing returns and enabling custom-fit, high-performance products across the industry? Companies mentioned in this report include: Adidas, Amazon, ANTA Sports, Columbia Sportswear, Crocs, Everlane, Google, H&M, Li & Fung, NIKE, Ralph Lauren, SKIMS, SPARC Group, Stitch Fix, Walmart and Zalando Data in this report include: AI-driven design cycle reductions; conversion and return-rate metrics from personalization tools; AI’s impact on supply-chain speed and forecasting accuracy; revenue and engagement lifts from social-commerce platforms; fit optimization outcomes from AI sizing and modeling tools. Other relevant research: Agentic Commerce: How Retailers Can Make Their Products Discoverable and Shoppable for 800 Million ChatGPT Users All of our coverage of AI in retail 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:Innovator Profile: GrocerAI—Delivering Fast, Personalized Grocery Baskets with Agentic AIWeekly US and UK Store Openings and Closures Tracker 2025, Week 9: Joann To Close an Additional 300+ Stores, Shuttering All LocationsConsumer Sentiment Declines; Plus, Apparel and Footwear Shopping in Focus: US Consumer Survey InsightsAnalyst Corner: Are You Ready for the Future of Physical Retail? Three Trends in US Retail Real Estate, with Anand Kumar
Analyst CornerAnalyst Corner: US Mass Merchandisers, Warehouse Clubs and Discount Stores—Target in Transition as Dollar Stores and Clubs Surge Ahead, With Sujeet Naik Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research November 16, 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. Explore how US mass retailers are redefining value as Target resets, dollar stores rebound and warehouse clubs expand. 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:Weekly US Store Openings and Closures Tracker 2025, Week 34: Car Toys Takes Year-to-Date Retail Bankruptcies Total to 24Weekly UK Store Openings and Closures Tracker 2025, Week 49: Claire’s Closes 150 Stores; Oliver Bonas To Open 20 StoresAmazon Prime Day 2025 Evolves into a Retail Ecosystem: Five Insights on a Transforming Midyear Sales SeasonHigher-Income Consumers’ Economic Sentiment Dives: Weekly US Consumer Sentiment, Week 45, 2025—Data Graphic
Store TrackerWeekly UK Store Openings and Closures Tracker 2025, Week 46: Store Openings Down 11% Year Over Year Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research November 14, 2025 Reasons to ReadKeep updated on the latest trends in the UK retail sector, where the number of new store openings is still outpacing closures in 2025. Read this report to discover answers to these and other questions: Which retailers have been responsible for the rise in openings and closures this week, and what factors are influencing these decisions? How do the store openings and closures in 2025 compare to 2024, and what are the key trends driving the year‑on‑year changes? Companies mentioned in this report include: AllSaints, Decathlon, Finisterre, J Sainsbury plc and Søstrene Grene. 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:Head-to-Head in Global Discount Grocery Retailing: Aldi vs. Lidl2025 Tariffs: Impacts on the US Consumer Economy—InfographicConsumer Sentiment Stabilizes Following Trade Talks and Rate Cut: US Consumer Survey InsightsWeekly UK Store Openings and Closures Tracker 2025, Week 33: River Island Confirms Store Closures; Claire’s UK Files for Administration
Store TrackerWeekly US Store Openings and Closures Tracker 2025, Week 46: Boll & Branch Nearly Doubles Its Store Count Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research November 14, 2025 Reasons to ReadFind out which retailers are driving the increase in US store closures in 2025 and which ones are still growing their presence. Read this report to discover answers to these and other questions: Which retailers have been at the forefront of the most recent store closures and openings across the US? How do the trends in store closures and openings in 2025 compare to those in 2024, and what insights can be drawn from these patterns? Companies mentioned in this report include: Boll & Branch, Charles Tyrwhitt, Helzberg Diamonds, LEGO, Seasalt Cornwall, Taperstry and The Card Vault. Data in this report include: weekly totals of US store closures and openings for 2025 and 2024; retailer-level breakdowns of announced versus confirmed closures/openings; total store counts by retailer; total US retail bankruptcies year to date. Other relevant research: 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:The STORE Framework for Driving Innovation in RetailWeekly UK Store Openings and Closures Tracker 2025, Week 37: Bodycare Enters Administration and Closes StoresSector Focus: Home and Home-Improvement Shopping—Data GraphicUS Store Tracker Extra, March 2025: US Total Closed Retail Space Exceeds 100 Million Square Feet
Insight ReportUS Retail Sales Outlook: Retail Sales Projections Moderate for the Holiday Quarter Madhav Pitaliya, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research November 13, 2025 Reasons to ReadUnderstand how resilient retail sales are shaping up amid uncertainty around tariffs, inflation and consumer sentiment. Discover proprietary, ML-driven retail sales growth projections as we enter to the holiday quarter. 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 holiday season ahead? 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:Five Ways AI Is Being Used in Grocery and Mass Retailing—and What’s NextA Guide to NRF 2025: Retail’s Big Show—Six Game Changers Set to Reshape RetailThe Sentiment Split: Optimism at the Top, Strain at the Bottom; Plus, Social Commerce Shopping in Focus—US Consumer Survey InsightsKering and L’Oréal Announce €4 Billion Strategic Partnership—Multibrand Luxury and Beauty Firms Playing To Their Strengths
Insight ReportUS CPG Sales Tracker: In-Store Sales Recover; Beauty Leads Growth; Online Grocery Remains Strong Prerana P Kotian, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research November 13, 2025 Reasons to ReadExplore the latest trends in the US consumer packaged goods (CPG) market, where e-commerce growth is showing signs of slowing down as the holiday season approaches, while in-store sales show signs of recovery. The beauty category continues to outpace other sectors, remaining the standout performer within non-food departments. Read this report to report to discover answers to these and other question: Why CPG e-commerce growth has slowed in the latest period and how it compares to the prior quarter’s performance. Understand the modest but positive shift in in-store sales growth, which rebounded, signaling a recovery from previous declines. Which CPG sectors—food & beverages, health & beauty, and general merchandise & homecare—are experiencing growth or challenges as we head into the fourth quarter. Why beauty category is maintaining its leadership in growth, with both online and total sales posting strong numbers despite a slight slowdown. How general merchandise and homecare are bouncing back from prior slowdowns, while health and beauty remain top performers. 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. 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:High Income Consumers’ Sentiment Improves; Government Shutdown Impacting Shoppers: US Consumer Survey InsightsSector Focus: Home and Home-Improvement Shopping—Data GraphicUS Store Tracker Extra, July 2025: 127 Million Square Feet of Retail Space To Close, Outpacing Openings by 60%Retail 2025: UK Retail Predictions—Midyear Trends Update
Insight ReportSingles’ Day 2025 Around the World—Global Observations John Mercer, Head of Global Research and Managing Director of Data-Driven Research November 13, 2025 Reasons to ReadDiscover key insights into the evolution of global retail strategies during Singles’ Day 2025 and how brands are adapting to a shifting retail landscape. Read this report to discover answers to these and other questions: How did US retailers like Walmart and American Eagle approach Singles’ Day 2025 promotions? What trends are emerging in European retail, especially in markets like Germany, France, and the UK? How are Indian retailers, such as Nykaa and Myntra, using time-limited promotions and flash sales to drive consumer engagement? What impact is the convergence of Black Friday and Singles’ Day having on global sales strategies? How are loyalty programs and mobile app engagement shaping the way brands reach customers during key shopping events? Companies mentioned in this report include: American Eagle, Amazon, Bath & Body Works, Best Buy, Boohoo, Cdiscount, Currys, Debenhams, H&M, Macy’s, MediaMarkt, Myntra, Nykaa, Otto, Puma, Shein, Temu, The Body Shop, Urban Outfitters, Ulta Beauty, Walmart and Zalando. All Coresight Research coverage of Singles’ Day in 2025 and prior years 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 43: Astrid & Miyu and Hermès Open StoresWeekly UK Store Openings and Closures Tracker 2025, Week 43: Gap Returns To Physical StoresWeekly US Store Openings and Closures Tracker 2025, Week 21: US Store Closure Cross 5,000 as Rite Aid Begins Closing Stores2Q25 Retail Inventory Insights: Diverging Strategies Amid Tariff Impacts in the Pre-Holiday Build-Up
Insight ReportHoliday 2025: A Deeper Analysis of the SNAP Impact on Holiday Sales; Recently Lowered US Retail Sales Growth Estimates John Harmon, CFA, Managing Director of Technology Research November 13, 2025 Reasons to ReadUnderstand how a prolonged US government shutdown is reshaping retail demand and food spending. Read this report to discover answers to these and other questions: How significant is the SNAP program to US grocery retail—and which states are moving to fill the funding gap during the shutdown? Why has Coresight Research revised down its US retail sales growth estimates, and what are the implications for the holiday season? Companies mentioned in this report include: 7-Eleven, Dollar General, Kroger, Target and Walmart. Data in this report include: SNAP’s share of grocery retail sales; revised monthly US retail sales forecasts using Coresight’s ML model. Other relevant research: Holiday 2025: Government Shutdown-Related Reduction in SNAP, Other Payments and Salaries Could Meaningfully Impact US Holiday Spending SNAP Policy Changes and Funding Cuts: Impact on Retailers 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: Understanding US Consumer Economy Resilience Amid Macroeconomic Challenges, with Manik BhatiaNew Tariffs, New Challenges: How US Trade Policies Could Impact Prices and ProfitsEarnings Insights 1Q25, Week 1: Mixed Results from LVMH, Nestlé, P&G and Others Amid Heightened Tariff Concerns—InfographicInnovator Profile: Buncha—Efficient Neighborhood Grocery Delivery Via Consolidated Routes
InfographicHoliday Bites: US Holiday Travelers Plan To Spend Less—Data Graphic Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research November 12, 2025 Reasons to ReadOur Holiday Bites series for 2025 spotlights proprietary survey data and analysis for the end-of-year holiday season. This series covers US consumer expectations for holiday spending, the shape and scale of demand and trends in shopper behavior during the holidays. In this graphic, we highlight expectations related to travel. Discover US consumers’ plans to take and spend on out-of-town trips—in total, and broken down by age. Data in this research report include: Holiday travel data for holiday season. Other relevant research: US Holiday 2025: Consumer Survey and Retail Outlook—From Social To Smart: AI Becomes the New Driver of Holiday Discovery and Value Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. All Coresight Research coverage of US holiday retail, including more Holiday Bites graphics 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:Innovator Profile: Big Sur AI—Boosting Brands’ Profitability with Commerce-First AI AgentsInnovator Profile: Wayvee Analytics—Analyzing Customer Emotions to Boost Store and Shelf PerformanceWeekly UK Store Openings and Closures Tracker 2025, Week 22: Marks & Spencer Announces Additional Store OpeningsHoliday 2025: Government Shutdown-Related Reduction in SNAP, Other Payments and Salaries Could Meaningfully Impact US Holiday Spending
