Store TrackerWeekly UK Store Openings and Closures Tracker 2025, Week 15: Amazon Closes Amazon Fresh Store; T.M.Lewin To Open One Store Aaron Mark Dsouza, Data Analyst April 11, 2025 Reasons to ReadOur Weekly UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the UK. This week, we highlight store opening and closure announcements by Amazon, The Edinburgh Woollen Mill, Frasers Group and T.M.Lewin, among others. This report presents data up to week 15 of 2025, ended April 11, 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: Amazon, The Edinburgh Woollen Mill, The Fragrance Shop, Frasers Group, T.M.Lewin Other relevant research: The full collection of Store Tracker reports The US and UK Store Tracker Databank is the definitive resource for information on store openings and closures by sector in the US and UK retail industries. The Retail Bankruptcies Databank details bankruptcies of US and UK retail companies, restaurants and gyms since March 2020. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Analyst Corner: Three Key Predictions for India Retail in 2025, with Sujeet NaikInnovator Profile: Buncha—Efficient Neighborhood Grocery Delivery Via Consolidated RoutesWeekly UK Store Openings and Closures Tracker 2025, Week 19: Store Closures Down 25% Year Over YearMixed Signals—Economic Optimism Continues But Consumers Feel the Strain on Personal Finances: China Consumer Survey Insights
InfographicThree Data Points We’re Watching This Week, Week 15: US CPG Latest John Mercer, Head of Global Research and Managing Director of Data-Driven Research April 11, 2025 Reasons to ReadOur Three Data Points We’re Watching This Week series spotlights key data points from this week’s research. Discover key data points we are watching in week 15 of 2025. This week, we focus on recent CPG (consumer packaged goods) sales performance in the US, covering e-commerce, beauty and health products. This graphic draws on data from the latest report in the monthly US CPG Sales Tracker series, which we produce in partnership with Circana. Dive into the full research report behind these data points: US CPG Sales Tracker: Growth Momentum Eases Amid Greater Consumer Caution Other relevant research: Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles The Market Sizes Databank offers an overview of key retail market or sector sizes, including Coresight Research projections for future years. All graphics in the Three Data Points series This document was generated for Other research you may be interested in:Groceryshop 2025 Wrap-Up: Reinventing Grocery for an AI-Driven, Health-Focused and Value-Conscious EraShoptalk Fall 2025 Wrap-Up: Driving Retail Forward—AI, Agility, Loyalty and Leadership in Volatile TimesA Guide to NRF 2025: Retail’s Big Show—Six Game Changers Set to Reshape RetailMusic Festivals: A Key Opportunity for Retail Brand Engagement
Store TrackerWeekly US Store Openings and Closures Tracker 2025, Week 15: Guess? To Close Nearly 20 Stores Aaron Mark Dsouza, Data Analyst April 11, 2025 Reasons to ReadOur Weekly US Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the US. This week, we highlight the recent major store closure plan announced by Guess?. Non-store-closure news includes Guess? appointing a new Chief Financial Officer. This report presents data up to week 15 of 2025, ended April 11, 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: Birkenstock, Daiso, GNC, Guess?, Kroger, RH, Stiiizy, Trader Joe’s Other relevant research: The full collection of Store Tracker reports The US and UK Store Tracker Databank is the definitive resource for information on store openings and closures by sector in the US and UK retail industries. The Retail Bankruptcies Databank details bankruptcies of US and UK retail companies, restaurants and gyms since March 2020. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:1Q25 Retail Inventory Insights: Lean Inventory, Tariff Mitigation, Supply Chain AdjustmentsThree Data Points We’re Watching This Week, Week 6: US Consumer and Retail FocusInnovator Profile: Wayvee Analytics—Analyzing Customer Emotions to Boost Store and Shelf PerformancePositivity About Personal Finances Continues: Weekly US Consumer Sentiment, Week 27, 2025—Infographic
Event PresentationFreeze, Flight or Fight? How Retailers Can Strategically Navigate Tariff Turmoil John Carroll, Interim Head of Advisory April 10, 2025 Reasons to ReadTariff changes are creating real challenges for retailers across categories—but with the right strategy, businesses can stay ahead rather than fall behind. Coresight Research held a webinar on April 10, 2025, focused on what to watch, what to avoid, and what to do now to protect performance in 2025 and beyond. Dive into this presentation from the event to uncover practical insights to help you make smarter decisions in a rapidly changing trade environment. Our insights cover consumer sentiment, what retailer CEOs are saying about tariff turmoil, and what “freeze,” “flight,” and “fight” strategies in response to tariffs look like (and their respective risks). The session was led by our Advisory Services team, who partner with retailers to navigate disruption through clear, data-backed strategies. In the webinar, we covered: Responding with intention–How thoughtful, timely actions can turn trade disruption into opportunity. Understanding the impact–What new tariffs mean for retail and how they’re likely to evolve. Taking action–Strategic and tactical guidance to help safeguard margins and build resilience. Featured speakers included: Max Kahn, President of Coresight Research John Carroll, Interim Head of Advisory at Coresight Research Anna Beller, Director of Special Projects at Coresight Research Scott Curtiss, Head of Field Presales at RELEX Solutions Paul Rosengard, Senior Advisor at WHP Global Data covered in this presentation include: Proprietary US consumer survey data—expectations for personal finances and the economy over the next 12 months; inflation-combating strategies; impacts of stock market volatility on spending Related research: Watch the on-demand webinar replay here. Mapping the US’s Reciprocal Import Tariffs: Which Nations Are Affected? Tariffs + Consumer Sentiment: A Timeline, 2025 All our coverage of tariffs Learn more about our Advisory Services here. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Seasonal Shopping, 2Q25—Expectations for Easter, Memorial Day, Mother’s Day, Father’s Day; Plus, Holiday 2025 Plans: US Consumer Survey Insights ExtraUS CPG Sales Tracker: Sharp Beauty Rise Drives CPG Growth in December 2024Earnings Insights 4Q24, Week 3: Gucci Sales Slump 21%, Plus Updates from Ahold, Amazon, Coty and MoreWeekly US Store Openings and Closures Tracker 2025, Week 37: YTD Retail Bankruptcies Hit 25
Insight ReportUS CPG Sales Tracker: Growth Momentum Eases Amid Greater Consumer Caution Prerana P Kotian, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research April 10, 2025 Reasons to ReadThe Coresight Research and Circana monthly US CPG Sales Tracker provides our data-driven analysis of sales trends in the US CPG (consumer packaged goods) industry—covering the product categories of food & beverages, health & beauty, and general merchandise & homecare. This report presents key insights for the four weeks ended March 23, 2025. Data in this research report include: CPG sales growth—e-commerce, in-store and in total E-commerce and total CPG sales growth by category type Food & beverages department breakdown by category: e-commerce and total sales growth Nonfood department breakdown by category: e-commerce and total sales growth Other relevant research: More reports in our US CPG Sales Tracker series Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Innovator Profile: Relocalize—Hyper-Local Production with Autonomous Micro-Factories to Cut Costs and Reduce WasteFrom Prohibition to Participation: Measuring the Impact of Cannabis and Psychedelic Mushroom Legalization on Consumer SpendingHoliday Bites: GLP-1 Disruption with Smaller Baskets, Smaller Sizes—and a Leaner Thanksgiving?—Data GraphicThree Data Points We’re Watching This Week, Week 6: US Consumer and Retail Focus
InfographicSteadiness Continues: Weekly US Consumer Sentiment, Week 15, 2025—Infographic Coresight Research April 10, 2025 Reasons to ReadThe Weekly US Consumer Sentiment infographic series from Coresight Research takes a regular temperature check on US consumer sentiment in the context of shifts in the macroeconomic landscape. Data in this infographic are our latest proprietary survey findings on: US consumers’ expectations for the economy overall and for their own personal financial situation over the next 12 months Selected data on trends by household income This week, we highlight continued steadiness in financial and economic expectations ahead of the April 2, 2025, announcement of reciprocal tariffs. The latest data in this infographic are from our survey conducted on March 31, 2025. Dive into the research behind this infographic: Consumer Sentiment Flatlines Ahead of Big Tariff Reveal; Plus, Mass Merchandisers and Wholesale Clubs in Focus: US Consumer Survey Insights Other relevant research: Inflation Up, Sentiment Down: Alarm Bells for the US Consumer Economy? All Weekly US Consumer Sentiment infographics (The series launched in early March 2025.) Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Putting the “AI” in “Airlines”: Insights from CES 2025US CPG Sales Tracker: Homecare and Health Dominate at the Start of 2025US Store Tracker Extra, October 2025: Rite Aid Takes Total Closed Retail Space to 143 Million Square FeetMarket Outlook: US Convenience Store Retailing—Charting New Paths Through Structural Headwinds
Infographic4Q24 Earnings Season Wrap-Up: Which Companies Missed, Beat and Fell in Line with Expectations?—Infographic Coresight Research Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research April 10, 2025 Reasons to ReadExplore which companies beat their consumer expectations and which missed consensus expectations during the 4Q24 (fourth quarter of 2024) earnings season with this infographic, covering more than 90 of the companies on the Coresight 100, our focus list of retailers and brand owners. Dive into the research report behind this infographic: 4Q24 Earnings Season Wrap-Up: Widespread Positive Sales Growth Recorded This Quarter Companies mentioned in this infographic include: Alibaba, Amazon, Best Buy, CVS Health, Carrefour, Chewy, Costco Wholesale, Dollar General, Dollar Tree, Foot Locker, Gap, Inc., The Home Depot, JD.com, Kohl’s, Kroger, Lowe’s, Lululemon Athletica, Macy’s, Petco, Ross Stores, Skechers, Target, The TJX Companies, Ulta Beauty, Walgreens Boots Alliance, Walmart Other relevant research: Explore all our Earnings Insights reports, including quarterly wrap-ups. 4Q24 Retail Inventory Insights: Retailers Maintain Lean Inventories as Overall Inventory Ratio Remains Unchanged The New Coresight 100: Leading the Retail Charge in 2025 The Corporate and Financial Developments Databank includes details of management changes, financial guidance updates and capital raised by major retail companies. Appendix Appendix Figure 1. 4Q24: Selected Retail Companies’ Performance Against Revenue Expectations, Tabulated Missed Revenue Expectations In Line with Revenue Expectations Beat Revenue Expectations Apparel and Footwear Columbia Sportswear; Crocs, Inc.; Skechers U.S.A., Inc. Adidas AG; Birkenstock Holdings; Deckers Outdoor Corporation; Levi Strauss & Co.; NIKE, Inc.; Ralph Lauren Corporation; Under Armour, Inc.; VF Corporation Beauty Bath & Body Works; Beiersdorf Aktiengesellschaft; Coty; Estée Lauder Companies; Ulta Beauty L’Oréal S.A Consumer Packaged Goods Mondelēz International; PepsiCo Kimberly-Clark Corporation; Reckitt Benckiser Group plc; Unilever PLC Clorox Company; Coca-Cola Company; Colgate-Palmolive; Danone S.A.; Haleon Plc; Nestlé S.A.; Procter & Gamble Department Stores Kohl’s Corporation; Macy’s Discount Stores Five Below Dollar General; Dollar Tree Drugstores CVS Health; Walgreens Boots Alliance E-Commerce eBay Inc. Alibaba; Amazon.com; Coupang, Inc.; JD.com; MercadoLibre, Inc.; PDD Holdings; Zalando SE Electronics Best Buy Co. Food and Grocery Alimentation Couche-Tard Inc.; Kroger; Woolworths Group Limited Albertsons Companies; Sprouts Farmers Market, Inc. Coles Group Limited; Koninklijke Ahold Delhaize N.V. Home and Home-Improvement Floor & Decor; Tractor Supply Company The Home Depot; Lowe’s Companies; Wayfair; Williams-Sonoma Luxury Moncler Group Hermès International; Kering SA; LVMH Moët Hennessy; Prada S.p.A.; Tapestry Mass Merchandisers Target Corporation; Walmart Petcare Petco Health and Wellness Company Chewy, Inc. Specialty Apparel Foot Locker; Ross Stores Industria de Diseño Textil, S.A.; Lululemon Athletica; Urban Outfitters Abercrombie & Fitch Co.; American Eagle Outfitters, Inc.; Aritzia; Burlington Stores; Dick’s Sporting Goods; Fast Retailing Co., Ltd.; Gap, Inc.; The TJX Companies Warehouse Clubs Costco Wholesale BJ’s Wholesale Club Latest company results: We term the period under review “4Q24,” which ended around January 31, 2025, for most covered companies (although how quarters are characterized can vary by company) Note: Beating or meeting estimates does not necessarily indicate positive results, especially as retailers navigate inflationary pressures and still-high interest rates Source: Company reports/Coresight Research This document was generated for Other research you may be interested in:The Future of AI, Supply Chains and Sustainability: Insights from CES 2025Holiday Bites: Toys and Games Show Resilience and AI Suitability—Data GraphicWeekly UK Store Openings and Closures Tracker 2025, Week 38: Bodycare Bankruptcy Sees Further ClosuresEarnings Insights 4Q24, Week 2: Columbia Sportswear, Mondelēz and Tapestry See Sales Growth; Clorox, Estée Lauder and PepsiCo Report Declines
Insight ReportBreathing Space for US Retailers and Brands: US Tariffs Paused for 90 Days But Hiked Further for China John Mercer, Head of Global Research and Managing Director of Data-Driven Research April 9, 2025 Reasons to ReadUS President Trump has announced a 90-day pause on reciprocal tariffs for countries excluding China—introducing a lower 10% rate in the interim—while simultaneously escalating tariffs on Chinese imports to a staggering 125%. In this free report, we unpack the implications of the latest tariff restructuring, offering insights for brands and retailers looking to navigate the increasingly volatile trade environment. Readers without a premium subscription can access this report with a free registration. Companies mentioned in this report include: Abercrombie & Fitch, American Eagle Outfitters, The Gap Inc., Uniqlo Other relevant research: What You Need to Know About US Tariffs and Consumers’ and Retailers’ Reactions—April 2025 Update Our upcoming webinar, Fight, Flight or Freeze? The Big Mistakes Retailers Must Avoid During Tariff Turmoil Mapping the US’s Reciprocal Import Tariffs: Which Nations Are Affected? Tariffs + Consumer Sentiment: A Timeline, 2025 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:Three Data Points We’re Watching This Week, Week 24: Consumer Sentiment Improves: US vs. ChinaEarnings Insights 1Q25, Week 6: Costco Wholesale, Deckers Outdoor and Ulta Beauty Report Growth While Department Stores Face Challenges—InfographicWeekly US Store Openings and Closures Tracker 2025, Week 50: Dollar General To Open More Than 450 Stores in 2026January 2025 US Retail Sales: Nearly All Sectors Report Mid-Single-Digit Sales Growth
Event PresentationThe State of US Consumer Sentiment: Insights Presented at NARG Spring Meeting 2025 Deborah Weinswig, CEO and Founder April 9, 2025 Reasons to ReadOn April 9, 2025, Deborah Weinswig, CEO and Founder of Coresight Research, presented on US consumer sentiment at the NARG (North American Research Group, ICSC) 2025 Spring Meeting. Read the full presentation to discover Coresight Research survey findings that reveal the impacts of stock market volatility and tariffs on consumer spending and economic optimism. Other relevant research: All our coverage of tariffs All Weekly US Consumer Sentiment infographics (The series launched in early March 2025.) Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Shoptalk Spring 2025: Day Two—Next-Generation Search and the Leading Edge of Storytelling, from Influencers to Lived ValuesGroceryshop 2025 Day Four: AI and Data Are Driving Shopper Journeys and Unified OrganizationsAnalyst Corner: US Shoppers Are Worried About Higher Prices from Tariffs—Consumer Survey Insights with John MercerWeekly UK Store Openings and Closures Tracker 2025, Week 34: The Sleep Haven Files for Administration
Event CoverageShoptalk Spring 2025 Wrap-Up: Customer-Centricity for a New Golden Age of Retail John Harmon, CFA, Managing Director of Technology Research April 9, 2025 Reasons to ReadCoresight Research is an official research partner of Shoptalk Spring 2025, which took place March 25–27, 2025, in Las Vegas, Nevada, US. The event attracted more than 10,000 attendees and featured more than 225 speakers and 900 retail technology and solution providers. We present our top insights from Shoptalk Spring 2025, centered around five key themes, from unified commerce and customer-centricity to retail media and advanced retail technologies. Other relevant research: See our daily coverage of Shoptalk Spring 2025 and catch up on insights from previous Shoptalk events here. Retail 2025: What Will Redefine US Retail?—Coresight Research Predictions Retail 2025: 10 Trends in Retail Technology Retail 2025: 10 AI Trends—An Inflection Point in the GenAI Revolution 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:US Retail—Real Estate Insights: Embracing Small Store Formats, Immersive Experiences and Emerging TechnologiesWhat Can Retailers Learn from Shein and Temu?: Insights Presented at RLC Global Forum 2025Store Tracker Extra: US Store Openings and Closures 2024 Review and 2025 OutlookUS Retail Sales Outlook—Preview: Latest Retail Projections in the Absence of Government Data
Deep DiveWhat You Need to Know About US Tariffs and Consumers’ and Retailers’ Reactions—April 2025 Update Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research April 9, 2025 Reasons to ReadHow are new US tariffs—and other countries’ potential retaliation and responses—disrupting the US retail sector and broader economic landscape? In this report, we dive into the latest on tariffs and their impacts. Drawing on proprietary data and industry interviews, this report explores: Economic disruption—Forecasts show potential ripple effects through retail and the broader economy, including a projected spike in consumer prices and heightened risk of recession. Consumer sentiment and behavior shifts—US consumers fear economic repercussions and are adjusting spending as a result. Retailer reactions—From multinational apparel brands to off-price powerhouses, discover how major players are responding, such as by reallocating sourcing, accelerating inventory strategies and leveraging diversified supply chains. Strategic opportunities—While many retailers brace for margin compression, others—such as secondhand platforms and domestic manufacturers—stand to benefit from shifts in consumer behavior and sourcing dynamics. Data in this research report include US consumer survey data from Coresight Research: The impact that consumers expect tariffs to have on them personally and on the economy Concerns around new US tariffs and perceived benefits of tariffs Changes in consumer behavior to avoid the effects of new tariffs Expectations for the economy and personal finances over the next 12 months Companies mentioned in this report include: Abercrombie & Fitch, Bath & Body Works, Beiersdorf Aktiengesellschaft, BJ’s Wholesale Club, Dollar Tree, eBay, Kroger, NIKE, Skechers, The TJX Companies, VF Corporation Other relevant research: This report updates our previous insights published in February 2025: New Tariffs, New Challenges: How US Trade Policies Could Impact Prices and Profits. Mapping the US’s Reciprocal Import Tariffs: Which Nations Are Affected? Tariffs + Consumer Sentiment: A Timeline, 2025 Webinar replay—Adapting to Tariff Pressures: Strategies for Retail Success All our coverage of tariffs Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Holiday Shopping Starts in the Summer: Tariffs Trigger Ultra-Early Holiday Shopping in 2025—Data GraphicWeekly UK Store Openings and Closures Tracker 2025, Week 46: Store Openings Down 11% Year Over YearThe STORE Framework for Driving Innovation in RetailAnalyst Corner: The Shifting “Friction Gap” Between Stores and E-Commerce Is Benefitting Digital Channels, with John Mercer
Deep DiveConsumer Sentiment Flatlines Ahead of Big Tariff Reveal; Plus, Mass Merchandisers and Wholesale Clubs in Focus: US Consumer Survey Insights Aditya Kaushik, Analyst April 8, 2025 Reasons to ReadThe Coresight Research weekly US Consumer Survey Insights series takes a regular temperature check on US consumers’ behaviors and sentiment, based on exclusive proprietary survey data. This week, in addition to our usual weekly findings on consumer sentiment, activities and shopping patterns, we dive into findings on mass merchandiser and warehouse club shopping specifically. Uncover popular retailers and the most bought categories in these sectors. The latest data in this report are from our survey conducted on March 31, 2025, with headline findings on the dominance of Walmart (by shopper penetration). We also highlight steady trends in consumers’ financial and economic expectations ahead of reciprocal tariffs being announced Data in this research report are our latest proprietary survey findings on: Popular retailers and product categories among mass merchandiser and warehouse club shoppers Consumers’ expectations for the economy overall and for their own personal financial situation—plus, breakdowns of our findings by income 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: BJ’s Wholesale Club, Costco, Sam’s Club, Target, Walmart Other relevant research: US Mass Merchandisers, Warehouse Clubs and Discount Stores— Retail 2025 Sector Outlook: Essentials To Fuel Revenue Growth Where Shoppers Live vs. Where They Shop: US Consumer Survey Insights Extra All our coverage of mass merchandisers, discount stores and warehouse clubs All our coverage of tariffs March 2025 US Retail Sales Outlook: Lowering Our Retail Growth Projections in an Uncertain Context 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:Analyst Corner: Chinese Consumers Still Embrace International Brands—If Those Brands Deliver: Three Key Findings from a New Study, with John HarmonWeekly UK Store Openings and Closures Tracker 2025, Week 31: Greggs Opens More than 60% of Its Announced Store OpeningsThree Data Points We’re Watching This Week, Week 15: US CPG LatestFinancial Pessimism Deepens Amid Post-Shutdown Adjustment: US Consumer Survey Insights
InfographicThree Data Points We’re Watching: Will Stock Market Volatility Impact US Consumer Spending? John Mercer, Head of Global Research and Managing Director of Data-Driven Research April 8, 2025 Reasons to ReadWe present new survey data on US consumers’ responses to changes in the stock market. Discover the impacts of stock market volatility on consumer spending overall and by income and age. This graphic serves as bonus content to our Three Data Points We’re Watching This Week series, which publishes every Friday and spotlights key data points from our research. Other relevant research: The 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 2025: 10 Trends Shaping the Retail Media MarketNRF 2025: Retail’s Big Show: Day One—Agentic AI in Focus for Nvidia; Retail Revolution for Amazon and Macy’sEssential Guide to Shoptalk Spring 2025: Navigating the Future of Customer-Centric Retail with AI and Unified CommerceHow Will Tariffs Impact China’s Singles’ Day 2025? Six Months To Go—What Brands and Retailers Need to Know
Insight Report4Q24 Retail Inventory Insights: Retailers Maintain Lean Inventories as Overall Inventory Ratio Remains Unchanged Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research April 8, 2025 Reasons to ReadOur quarterly US Retail Inventory Insights series analyzes inventory trends in US retail. In this report, dive into trends by sector and inventory turnover ratios among major US retailers in the fourth quarter of 2024 (4Q24). We analyze inventory levels across ten sectors: beauty, department stores, discount stores, electronics, food and grocery, home and home-improvement, luxury, mass merchandisers, specialty apparel and warehouse clubs. The companies featured in this series are among those listed in the Coresight 100. Data in this report include: Inventory turnover ratios by quarter for the latest quarter and the prior eight quarters Year-over-year changes in inventory values of covered US retailers for the latest quarter and the prior quarter Companies mentioned in this report include: American Eagle Outfitters, Bath & Body Works, Costco Wholesale, Dollar Tree, The Home Depot, Kohl’s, Kroger, Lowe’s Companies, Macy’s, Tapestry, Target, The TJX Companies, Ulta Beauty, Walmart Other relevant research: Read the previous report in the series, which looks at 3Q24. Discover more research reports on retail management from Coresight Research. The US Retail Traffic and In-Store Metrics Databank provides monthly US retail traffic and in-store metrics for nonfood retailing. 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:Earnings Insights 4Q24, Week 7: Costco, Inditex and Puma Lead with Solid Fourth-Quarter Growth—InfographicWeekly UK Store Openings and Closures Tracker 2025, Week 13: Kingfisher Announces Store Expansion Plans; Whole Foods Opens New London StoreTariffs Prompt Pull-Forward Purchases: What Are Consumers Buying Early?—Data GraphicSector Focus: Home and Home-Improvement Shopping—Data Graphic
Analyst CornerAnalyst Corner: Agentic AI—The New Wave of AI Opportunity, with Charlie Poon Charlie Poon, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research April 6, 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, Charlie Poon, Analyst, discusses the building blocks of agentic AI (artificial intelligence)—an emerging technology that builds on GenAI (generative AI) and is set to be transformative for retail and other industries. We also highlight our key research from the past week and upcoming reports to look out for, so you don’t miss out. Other relevant research: All our coverage of AI in retail Retail 2025: 10 AI Trends—An Inflection Point in the GenAI Revolution Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. Read previous Analyst Corner reports, including last week’s report, which discusses three key real estate trends we are watching in the US retail market in 2025 and beyond. 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:Who Shops Where? 2025 Shopper Demographics: US Consumer Survey Insights ExtraEarnings Insights 1Q25, Week 3: E-Commerce Sees Solid Results as Amazon, Coupang, Zalando and More Report Growth—InfographicAgentic Commerce: What Retailers Need to Know for Holiday 2025 and to Succeed in 2026—Premium Subscriber Call, October 2025US CPG Sales Tracker: CPG E-Commerce Growth Eases from Prime Day Peak; General Merchandise Decline Confirms Pull-Forward Effect
