Deep DiveSeasonal Shopping, 3Q25—Expectations for the Fourth of July, Labor Day, Amazon Prime Day: US Consumer Survey Insights Extra Aditya Kaushik, Analyst July 8, 2025 Reasons to ReadThe Coresight Research monthly US Consumer Survey Insights Extra series offers a more detailed or specific take on trends and data from our weekly surveys of US consumers. This month, we continue our quarterly Seasonal Shopping series. We assess consumers’ spending expectations for calendar events in the third quarter of 2025 (3Q25): Fourth of July, Labor Day and Amazon Prime Day. Plus, we review holidays during 2Q25, analyzing how consumers celebrated Easter, Memorial Day, Mother’s Day and Father’s Day and how this behavior compared to their earlier plans. The appendix of this report provides results on consumers’ shopping behaviors from our weekly survey questions aggregated in four-week increments over the past few months. Previous reports in the Seasonal Shopping series cover US consumers’ early expectations for the end-of-year holiday season, but we are publishing our latest findings in the separate, upcoming US Holiday 2025 Early Outlook Data in this research report are our latest proprietary survey findings on: Whether US consumers expect to spend on the Fourth of July, Labor Day and Amazon Prime Day, and how much they expect to spend on each event compared to last year and in dollar terms How consumers plan to celebrate events in 3Q25—and breakdowns by gender, age and income for selected holidays Actual consumer behavior and spending during Easter, Memorial Day, Mother’s Day and Father’s Day (2Q25) Other relevant research: All our coverage of festivals/holidays Insights on Amazon’s Prime Day, including our 2025 preview report Read the full series of US Consumer Survey Insights and US Consumer Survey Insights Extra reports. 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:CEO Brief: Agentic AI—Creating a Digital Workforce to Achieve Enormous Leaps in EfficiencyThe Evolving Supply Chain Landscape: Tariffs, Holiday 2025, and What’s Next: Insights Presented by Deborah Weinswig at The Lead SummitHighlights from NextGen 2025: Retail, Real Estate & the New Consumer—InfographicThree Data Points We’re Watching This Week, Week 10: Inflation, Tariffs and Consumer Sentiment
Insight ReportRetail 2025: UK Retail Predictions—Midyear Trends Update John Mercer, Head of Global Research and Managing Director of Data-Driven Research July 8, 2025 Reasons to ReadThe Coresight Research Retail 2025 series of reports looks ahead to the prospects for retail, exploring key trends by geography (namely, the US, the UK, China and India) and sector. How is UK retail tracking against Coresight Research’s predictions? We provide a midyear review of the six predictions and trends that we outlined for 2025 in our Retail 2025: UK Retail Predictions report (published December 2024). Understand how UK retail is adapting in a high-cost, low-growth environment—across data, media, margins and consumer behavior. Read this report to discover answers to these questions: How are unified commerce platforms unlocking new value in retail through data integration and omnichannel agility? What’s driving the surge in in-store retail media, and how are grocers like Sainsbury’s and Tesco executing at scale? Which retailers are monetizing proprietary technologies and IP—and why is this opportunity limited to a select few? How are digital tools, AI (artificial intelligence) agents and automation reshaping both store-based and e-commerce shopping experiences? What are the consumer behaviors shaping UK retail in 2025—from caution around inflation to the impact of GLP-1 adoption? Companies mentioned in this report include: Aldi, Amazon, B&M, IKEA, John Lewis Partnership, Lidl, Marks & Spencer, Morrisons, Next, Ocado, Poundland, Primark, Sainsbury’s, Shein, Temu, Tesco Other relevant research: Look out for the midyear reviews of our retail predictions for the US, China and India. All Coresight Research Retail 2025 reports Market Navigator: UK Retail, Including E-Commerce—Consumer Constraints To Fuel Multi-Year Discounter Growth The UK Retail Sales Databank brings together retail sales data to help you understand the trajectory of UK retail. This Databank is updated monthly. 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. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Purchase this report. Buy Now This document was generated for Other research you may be interested in:Analyst Corner: Europe Maintains Its Leadership in Retail-as-a-Service, by John Mercer2025 Tariffs: Impacts on the US Consumer Economy—InfographicSentiment by Age—Younger Consumers Are More Optimistic but Older Consumers’ Sentiment Improves: US Consumer Survey InsightsRetail-Tech Landscape: Retail Media
Analyst CornerAnalyst Corner: Holiday Spirit, Bigger Budgets: US Consumers’ Plans for the Fourth of July, Labor Day and the Holiday Season, with Aditya Kaushik Aditya Kaushik, Analyst July 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, Aditya Kaushik, Analyst, discusses new Coresight Research survey data that point to positive US consumer spending expectations versus last year for the Fourth of July, Labor Day and the end-of-year holiday season. Look out for our upcoming Seasonal Shopping, 3Q25 report for comprehensive insights on these holidays, as well as consumer behavior and spending during events in 2Q25 (Easter, Mother’s Day, Father’s Day and Memorial Day) and expectations for Amazon’s Prime Day. 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: All our coverage of the end-of-year holiday season The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. Read previous Analyst Corner reports, including last week’s report, which discusses the back-to-school (BTS) shopping trends we are watching in 2025. 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:AI in Retail: What’s Now and What’s Next—Premium Subscriber Call, November 2025Three Data Points We’re Watching This Week, Week 30: US Retail and the Consumer—Latest MetricsEarnings Insights 2Q25: Wrap-Up—Most Companies See Sales Improvement Despite Tariff ConcernsCanada Store Openings and Closures Tracker 2025: Bankrupt Hudson’s Bay Company Takes Total Closures Ahead of Openings
Insight ReportAmazon Prime Day India 2025: Preview—Capitalizing on E-Commerce Momentum; Unlocking Small-Town Potential Through Speed and Value Anand Kumar, Associate Director of Research July 4, 2025 Reasons to ReadAmazon’s Prime Day 2025 in India will run from July 12 to 14. Uncover how Amazon is leveraging Prime Day to deepen its reach and competitiveness in India’s booming e-commerce market—and the key features setting this year’s shopping event up for success. We offer five essential insights on Prime Day, spanning Amazon’s reach to small towns, its use of AI (artificial intelligence) to enhance the shopping experience, and more. Other relevant research: All our coverage of Amazon’s Prime Day (including in Western markets and from past years) Retailer Dashboard: Amazon The Amazon Databank brings together a range of proprietary Coresight Research data on Amazon, with a focus on its US retail and marketplace operations. More reports on e-commerce and festivals/holidays Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Holiday Bites: US Holiday Travelers Plan To Spend Less—Data GraphicDollar Tree To Divest Family Dollar: Here’s What It Means—Consumer + Real Estate Data AnalysisCEO Brief: A Turning Point for US Consumers and the Economy?Three Data Points We’re Watching This Week, Week 34: US Retail Sales Outlook
Store TrackerWeekly US Store Openings and Closures Tracker 2025, Week 27: Beauty Brand Miss A Announces Store Expansion Aaron Mark Dsouza, Data Analyst July 4, 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 store developments by Alimentation Couche-Tard, Miss A, Parachute, Trees n Trends and more, as well as the stepping down of Ulta Beauty’s Chief Financial Officer. This report presents data up to week 27 of 2025, ended July 4, 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: Alimentation Couche-Tard, Freebird, Miss A, Parachute, Trees n Trends, Ulta Beauty, Weis Markets 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 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:Weekly UK Store Openings and Closures Tracker 2025, Week 46: Store Openings Down 11% Year Over YearThree Data Points We’re Watching: Will Stock Market Volatility Impact US Consumer Spending?2026 Sector Outlooks: EbookAnalyst Corner: Retail Giants Drive the Second Wave of Quick Commerce in India, with Madhav Pitaliya
Store TrackerWeekly UK Store Openings and Closures Tracker 2025, Week 27: Store Closures Up 8% Year Over Year Aaron Mark Dsouza, Data Analyst July 4, 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 closures by Clarks and Superdrug, as well as the appointment of a new Marketing Director (Food) at Marks & Spencer. Totaling 1,235, UK store closures for calendar 2025 are now up 8% year over year. This report presents data up to week 27 of 2025, ended July 4, 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: Aesop, Clarks, Marks & Spencer, ME+EM, Superdrug 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 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:September 2025 US Retail Sales: Delayed Government Data Show Strong Retail Growth in SeptemberAnalyst Corner: Beauty’s Back! The US Beauty Market Bounces Back, with Madhav Pitaliya and John MercerWeekly US and UK Store Openings and Closures Tracker 2025, Week 4: Store Closures Near 2,100 in the USStore Tracker Extra: US Store Openings and Closures 2024 Review and 2025 Outlook
InfographicThree Data Points We’re Watching This Week, Week 27: US Retail Faces Headwinds Georgina Smith, Head of Editorial July 4, 2025 Reasons to ReadOur Three Data Points We’re Watching This Week series spotlights key data points from our research. Discover key data points we are watching in week 27 of 2025. This week, we highlight headwinds for US retail, covering store closures, decelerating in-store CPG sales and consumers’ price sensitivity amid tariffs. Dive into the research behind these data points: US Store Tracker Extra, June 2025: 120+ Million Square Feet of Retail Space To Close This Year, Outpacing Openings by Over 1.5X US CPG Sales Tracker: E-Commerce Sustains Double-Digit Growth Rate; In-Store Sales Expansion Slows US Back to School 2025: Early Shopping, Tariff Worries and Strategic Choices Shape BTS 2025 Other relevant research: View our full collection of store tracker reports, covering the UK, the US and Canada. All our coverage of tariffs Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles. The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. All graphics in the Three Data Points series This document was generated for Other research you may be interested in:Consumer Sentiment Flatlines Ahead of Big Tariff Reveal; Plus, Mass Merchandisers and Wholesale Clubs in Focus: US Consumer Survey InsightsAnalyst Corner: Understanding US Consumer Economy Resilience Amid Macroeconomic Challenges, with Manik BhatiaStore of the Future: Unlocking Performance Through InnovationWeekly US and UK Store Openings and Closures Tracker 2025, Week 2: Barnes & Noble CEO Announces Store Expansion Plan
Store TrackerUS Store Tracker Extra, June 2025: 120+ Million Square Feet of Retail Space To Close This Year, Outpacing Openings by Over 1.5X Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research July 4, 2025 Reasons to ReadIn June 2025, announced store closures by At Home and New Rite Aid, which have filed for bankruptcy, pushed the total amount of retail space to close in the US this year to over 120 million square feet, Coresight Research calculates. Dive into US retailers’ latest store closure and opening announcements, as well as the square-footage impacts of these developments, with our monthly US Store Tracker Extra series. In this report, we offer insights into announced developments as of June 27, 2025. Data in this report are: Year-to-date (YTD) US store closures and openings estimates for 2025 and 2024, by retailer—total number of store closures/openings and their square-footage impact US announced store closures and openings: week-by-week data for 2025 versus the comparable period in 2024 US retail bankruptcies, 2025 vs. 2024 Companies mentioned in this report include: Burlington Stores, Casey’s, Dollar Tree, Kroger, New Rite Aid, Torrid, Ulta Beauty Other relevant research: More research reports on physical retail View our full collection of store tracker reports, covering the UK, the US and Canada. The Coresight Research US and UK Store Tracker Databank is the definitive resource for information on store openings and closures by sector in the US and UK retail industries. The Retail Bankruptcies Databank details bankruptcies of US and UK retail companies, restaurants and gyms since March 2020. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Chinese New Year 2025: New Trends—Domestic Travel and Subsidy-Boosted SpendingConsumer Sentiment Falls Further After Stock-Market Sell-Off: Weekly US Consumer Sentiment, Week 12, 2025—InfographicEarnings Insights 1Q25, Week 3: E-Commerce Sees Solid Results as Amazon, Coupang, Zalando and More Report Growth—InfographicHoliday 2025 Survey Insights: Shopping Ramps Up Ahead of Black Friday
InfographicPositivity About Personal Finances Continues: Weekly US Consumer Sentiment, Week 27, 2025—Infographic Coresight Research July 3, 2025 Reasons to ReadThe Weekly US Consumer Sentiment infographic series from Coresight Research takes a regular temperature check on US consumer sentiment in the context of shifts in the macroeconomic landscape. Data in this infographic are proprietary survey findings on: US consumers’ expectations for the economy overall and for their own personal financial situation over the next 12 months Sentiment trends by income (selected insights) This week, we point to continued improvement in consumers’ financial expectations, which are diverging further from lagging economic sentiment. The latest data in this infographic are from our survey conducted on June 23, 2025. Dive into the research behind this infographic: Positivity About Personal Finances Continues; Walmart Leads Mass Merchandisers and Warehouse Clubs: US Consumer Survey Insights Other relevant research: All Weekly US Consumer Sentiment infographics (The series launched in early March 2025.) 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:The Future of AI, Supply Chains and Sustainability: Insights from CES 2025Weekly UK Store Openings and Closures Tracker 2026, Week 10: The Original Factory Shop Continues Store ClosuresConsumer Sentiment Shows Positive Trend in February: China Consumer Survey InsightsInnovator Profile: Kalder—Monetizing Customer Loyalty with White-Label Cashback and Rewards
Deep DivePositivity About Personal Finances Continues; Walmart Leads Mass Merchandisers and Warehouse Clubs: US Consumer Survey Insights Aditya Kaushik, Analyst July 2, 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 June 23, 2025, with headline findings on the dominance of Walmart among mass merchandisers and warehouse clubs (by shopper penetration). We also highlight continued improvement in consumers’ financial expectations, which are diverging further from lagging economic sentiment. 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: Our Weekly US Consumer Sentiment infographic series complements our survey reports with selected findings on consumers’ financial and economic expectations each week. 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 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:AI Insights: Instacart CEO Fidji Simo To Join OpenAI as CEO of ApplicationsHead-to-Head in US Warehouse Club Retailing: Costco vs. Sam’s ClubPositivity About Personal Finances Continues: Weekly US Consumer Sentiment, Week 27, 2025—InfographicHead-to-Head in Global Discount Grocery Retailing: Aldi vs. Lidl
Event PresentationNextGen 2025 Highlights: Coresight Research Premium Subscriber Call, July 2025 Anna Beller, Vice President of AdvisoryJiayue Zhao, Strategy ConsultantJohn Harmon, CFA, Managing Director of Technology ResearchMax Kahn, President July 2, 2025 Reasons to ReadThe Coresight Research NextGen 2025: Retail, Real Estate & the New Consumer conference, held on June 23, 2025, brought together a curated mix of leaders and innovators to dive into the shifts reshaping how we build, operate and connect. The event agenda put a sharp focus on AI (artificial intelligence), the evolving consumer and the spaces where commerce comes to life. On July 1, 2025, the Coresight Research team shared our takeaways from this conference in the latest Premium Subscriber Call, providing insights on critical topics impacting retail operations in 2025 and beyond. Read this presentation to explore five key themes from NextGen 2025, from the power of AI to the retail media opportunity to agile supply chains. Premium subscribers can watch the on-demand webinar replay here. Featured speakers on the Coresight Research team: Maxwell Kahn, President Anna Beller, Director of Special Projects John Harmon, Managing Director of Technology Research Jiayue Zhao, Strategy Consultant Other relevant research: Shaping What’s Next in Retail—Physical Retail, AI, Retail Media: Insights from NextGen 2025, a Coresight Research Conference All our insights on retail media, supply chain and AI in retail More event coverage from Coresight Research Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. Catch up on previous Premium Subscriber Calls here. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Canada Store Openings and Closures Tracker 2026: Toys“R”Us and Claire’s Close Stores3Q25 Earnings Season Wrap-Up: 84% of Companies Grow Sales, 77% Beat Top-Line Consensus in a Solid Quarter for Discount, Off-Price and Specialty ApparelWeekly UK Store Openings and Closures Tracker 2025, Week 31: Greggs Opens More than 60% of Its Announced Store OpeningsUS Tariffs: Three Actions for Risk Mitigation and Long-Term Positioning
Deep DiveUS Back to School 2025, Part 1: Early Shopping, Tariff Worries and Strategic Choices Shape BTS 2025 Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research July 1, 2025 Reasons to ReadWe kick off our US Back to School 2025 series of reports by diving into proprietary survey findings on US consumers’ spending expectations for the BTS (back-to-school) season. When will consumers start shopping for BTS, and how much will they spend? How are inflation and tariffs impacting BTS 2025 shopping behavior? In which categories are consumers willing to shop resale? Read this report to find out! Data in this research report include: When consumers will shop for BTS, 2025 vs. 2024 How much consumers expect to spend on BTS per child How much consumers expect to spend on BTS compared to 2024—overall (in dollar and volume terms) and breakdowns by income, geography and school level The impacts of inflation and tariffs on BTS shopping Attitudes to BTS shopping—including spending on online learning tools, budget changes and openness to resale Other relevant research: Analyst Corner: Five Back-to-School Shopping Trends to Watch, with Madhav Pitaliya Retail Under Pressure: How Will Tariffs Disrupt the Back-to-School and Holiday Seasons? 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:Flipkart Big Billion Days 2025: Sales-Tax Cuts To Drive Strong Consumer DemandBeauty Shopping in Focus; Economic Sentiment Turns Negative: US Consumer Survey InsightsDiwali’s Global Rise Is Reshaping the Retail Growth CycleUK Store Tracker Extra: 2025 Store Openings and Closures Review and 2026 Outlook—Data Graphic
Insight ReportUS CPG Sales Tracker: E-Commerce Sustains Double-Digit Growth Rate; In-Store Sales Expansion Slows Prerana P Kotian, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research July 1, 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. How is the pace of CPG e-commerce growth shifting, and what macro and consumer trends are sustaining it? Which departments are driving or dragging total and online sales performance? Which product categories are seeing the strongest momentum across online and in-store channels? Find out with this report, which presents key insights for the four weeks ended June 15, 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:Seasonal Shopping, 4Q25—Early Spending Momentum Sets the Tone for the Holiday Season: US Consumer Survey Insights ExtraUS Black Friday 2025: Early Read—Early-Morning Footfall Points to a Selective Return of the Black Friday Store EnergyEarnings Insights 1Q25, Week 7: Dollar Stores See Growth Amid Tariff Pressures—InfographicPersonal Financial Sentiment Hits Six-Month Low: Weekly US Consumer Sentiment, Week 48, 2025—Data Graphic
Analyst CornerAnalyst Corner: Five Back-to-School Shopping Trends to Watch, with Madhav Pitaliya Madhav Pitaliya, Analyst June 29, 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, Madhav Pitaliya, Analyst, discusses the back-to-school (BTS) shopping trends we are watching in 2025. Each year, Coresight Research surveys hundreds of parents of school-age children in the US to assess expected spending levels and shopping behavior for BTS. We will soon release in-depth research reports on findings from our latest survey, conducted in June 2025. Ahead of that series, we share preliminary findings and their implications. When, where and how will BTS shoppers spend? Look out for our upcoming three-part BTS series to find out. 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: Read previous Analyst Corner reports, including last week’s report, which presents three consumer-focused predictions that will define retail’s trajectory in the second half of 2025, from stagflation to private-label expansion. 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:Global Outreach Summit 2025 Insights: India’s Digital Leap in Apparel Sourcing and SustainabilityThe New Coresight 100: Leading the Retail Charge in 2025Retail 2026: 10 Trends in Retail TechnologyWeekly UK Store Openings and Closures Tracker 2025, Week 50: Watches of Switzerland Closes 10 Stores
Insight Report1Q25 Retail Inventory Insights: Lean Inventory, Tariff Mitigation, Supply Chain Adjustments Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research June 27, 2025 Reasons to ReadOur quarterly US Retail Inventory Insights series analyzes retail inventory data. In this report, we present inventory turnover ratios by sector and for selected major retailers in the first quarter of 2025 (1Q25). Dive into key commentary on inventory trends, planning and challenges, and discover the answers to the following questions: How are leading retailers adapting their inventory strategies to navigate tariffs, margin pressures and supply chain disruption? What drove divergent inventory turnover trends across retail sectors, and which categories saw the biggest shifts? What role is AI (artificial intelligence) playing in enhancing inventory visibility and operational efficiency for some retailers? We analyze inventory levels across 11 sectors: beauty, department stores, discount stores, drugstores, 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, Aritzia, Bath & Body Works, Costco, 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 4Q24. Discover more research reports on retail management and supply chain 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:Three Data Points We’re Watching This Week, Week 26: US Consumer Survey InsightsUS CPG Sales Tracker: Sharp Beauty Rise Drives CPG Growth in December 2024Agentic Commerce—How Should Retailers Leverage GEO to Maximize AI-Engine Visibility?Saving $4.5 Billion as “Client Zero”: Insights from the IBM “AI at Scale” Conference—From Potential to Performance
