Insight ReportUS Retail Sales Outlook: Our Retail Growth Outlook Score Strengthens, Slightly Madhav Pitaliya, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research December 4, 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
InfographicPersonal Financial Sentiment Improves Significantly: Weekly US Consumer Sentiment, Week 49, 2025—Data Graphic Coresight Research December 4, 2025 Reasons to ReadThe Weekly US Consumer Sentiment Infographic series from Coresight Research provides a one-page data graphic on US consumers’ sentiment toward personal financial prospects and economic prospects. Data in this infographic are: US consumers’ expectations for the economy overall and for their own personal financial situation over the next 12 months—the latest six months of weekly trend data Selected callouts on key changes and data points Other relevant research: The full US Consumer Survey Insights reports from which these graphics feature highlights The accompanying US Consumer Survey Databank All Weekly US Consumer Sentiment infographics (The series launched in early March 2025.) Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Store TrackerUS Store Tracker Extra, November 2025: Burlington Stores Takes Total Opened Retail Space to 88 Million Square Feet Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research December 3, 2025 Reasons to ReadDive into US retailers’ latest store closure and opening announcements, as well as the square-footage impacts of these developments and retailers’ location types, with our monthly US Store Tracker Extra series. In this report, we offer insights into announced developments as of November 26, 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: Alimentation Couche-Tard, Bath & Body Works, Belk, Boll & Branch, Burlington Stores, Charles Tyrwhitt, Cloudsteppers, CU, Dick’s Sporting Goods, Dr. Martens, Fabletics, FIGS, Frank & Eileen, Grocery Outlet, Havertys, Helzberg Diamonds, IKEA, Ahold Delhaize, LEGO, Longines, Lugano Diamonds, lululemon Athletica, Murphy USA, Muji, Natural Grocers, Pisen, Pop Mart, Saks Fifth Avenue, Seasalt Cornwall, Silbon, Tapestry, The Brand House Collective, The Buckle, The Card Vault, The Gap, The North Face, Vessi, Williams-Sonoma, Zara. Other relevant research: 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
Deep DiveBlack Friday 2025 Around the World: Global Retail Observations John Mercer, Head of Global Research and Managing Director of Retail Research December 3, 2025 Reasons to ReadExplore our global team’s observations on retail participation in Black Friday 2025. We cover observations on in-store and online retailer activity, including store visits in the UK and India. In total our coverage spans Hong Kong, India and the UK. What kind of shopper traffic did we observe at major names such as Foot Locker, H&M, Urban Outfitters and Zara in the UK? And how did UK promotions compare to last year? What kind of deals did retailers offer across categories like apparel, beauty and footwear? How did quick-commerce players in India lean into Black Friday this year? What Black Friday-adjacent promotions such as an “Arigato Festival” and Pink Friday did retailers offer? . This report complements our US store-visit reports: Black Friday 2025: Key Insights from US Stores—Solid Shopper Demand, Some True Doorbusters and Greater Omnichannel Integration US Black Friday 2025: Early Read—Early-Morning Footfall Points to a Selective Return of the Black Friday Store Energy 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
Deep DiveHoliday 2025 Survey Insights: Shopping Ramps Up Ahead of Black Friday Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research December 3, 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, Home Depot, Hobby Lobby, 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
Deep DiveFinancial Sentiment Recovers; Tariff Pessimism Improves; Inflationary Trade-Down Persists: US Consumer Survey Insights Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research December 3, 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? To what extent are shoppers still concerned about tariffs and how are those concerns reshaping spending habits? Which categories are seeing pull-forward demand and where might retailers expect softness later in the year? How entrenched is trading down and what specific inflation-related behaviors are dominating in food and nonfood purchases? Data in this research report include: Consumer sentiment by income and time, impact of Federal Government Shutdown on consumers; consumer tariff concerns and behavioral responses; shopping changes due to inflation; and retailer and category-level shopping data; 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
Deep DiveBlack Friday 2025: Key Insights from US Stores—Solid Shopper Demand, Some True Doorbusters and Greater Omnichannel Integration Anand Kumar, Associate Director of Research December 1, 2025 Reasons to ReadUncover which retailers won and lost on Black Friday 2025—and why operational execution made all the difference. Read this report to discover answers to these and other questions: How did Black Friday 2025 promotions differ from past years, and which retailers moved away from traditional “doorbusters”? Which retailers drew the strongest in-store traffic, and how did wait times and shopper flow compare across banners? What role did inventory availability play in conversion, and which retailers maintained fully stocked shelves? How did omnichannel and in-store technology enhance service and efficiency during peak hours? In what ways did stores act as fulfillment hubs, and which retailers excelled at BOPIS and other pickup services? Companies mentioned in this report include: Abercrombie & Fitch, Adidas, American Eagle Outfitters, Aritzia, Bath & Body Works, Best Buy, Burlington, Crocs, Dick’s Sporting Goods, Gap, Home Depot, Kohl’s, Lululemon Athletica, Macy’s, Nordstrom, PacSun, Pandora, Ralph Lauren, Sephora, Skechers, Target, TJX Companies, Ulta Beauty, Uniqlo, Unsubscribed, Urban Outfitters, Vans, Walmart and Zara. Data in this report include: depth and breadth of in-store promotions; product availability and inventory levels; shopper traffic and wait times; store environment, customer service and merchandising; use of omnichannel fulfillment and in-store technology. Other relevant research: Holiday 2025: Holiday 2025: US Consumer Survey and Retail Outlook—From Social to Smart: AI Becomes the New Driver of Holiday Discovery and Value All our coverage of US holiday retail, including our Holiday Bites series of infographics 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
Insight ReportAldi vs. Lidl US Store Openings: Mapping Retail Real Estate Changes with the Store Intelligence Platform John Mercer, Head of Global Research and Managing Director of Retail Research December 1, 2025 Reasons to ReadDive into the details of Aldi’s and Lidl’s US store openings in 2025, with exclusive real estate data from the new Store Intelligence Platform from Coresight Research. Read this report to discover answers to these and other questions: How does Aldi’s store growth in 2025 compare to Lidl’s, and where are these discounters focusing their expansion efforts? What is the current footprint of Aldi and Lidl stores, and how concentrated are they in specific states? How does the Store Intelligence Platform work, and what makes it different from other tools tracking retail real estate? Companies mentioned in this report include: Aldi, Lidl, Harveys Supermarket, Winn-Dixie, Grocery Outlet, Publix, Kroger and Walmart. Data in this report include: Aldi and Lidl store openings by state and month; store density by population; active store counts by state; platform-based views of openings, closures, and store saturation. Other relevant research: Store Tracker reports, including our UK-focused series The US and UK Store Tracker Databank, 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 Contact us to purchase this report. Contact us ✕ This document was generated for
Deep DiveChina Singles’ Day 2025 Insights: Participation Rises but Spending Becomes More Selective Amid Tariffs, Value-Seeking and Platform Shifts Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research December 1, 2025 Reasons to ReadDiscover how shifting consumer priorities, AI innovation, and instant commerce are reshaping the Singles’ Day shopping event. Read this report to discover answers to these and other questions: How is participation in Singles’ Day evolving, and why are consumers spending more selectively despite rising engagement? What promotional strategies are driving conversion—and which platforms are closing (or missing) the gap between discovery and purchase? In what ways are tariffs and economic sentiment influencing purchase timing, product choices, and overall consumer caution? How are leading platforms like Tmall, JD.com and Douyin using AI to personalize shopping and streamline operations? Why is instant commerce now a defining factor in Singles’ Day success, and how are retailers adapting to meet one-hour delivery expectations? Companies mentioned in this report include: Alibaba (Taobao, Tmall, Ele.me), JD.com, ByteDance (Douyin), Kuaishou, Pinduoduo, Dewu, Missguided, Esprit, Gome, Suning, WeChat, Xiaohongshu. Data in this report include: Singles’ Day GMV by platform type; consumer participation rates; changes in spending and product quantity; category-level purchase trends; platform-specific discovery vs. conversion gaps; tariff impact on spending; shopper behavior segmentation; sentiment and economic optimism trends. Other relevant research: Read the full series of China Consumer Survey Insights The Coresight Research China Retail Sales Databank brings together retail sales data to help you understand the trajectory of retail in China. Interested in more consumer survey analysis? Check out our US Consumer Survey Insights series. 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
Analyst CornerAnalyst Corner: Agentic Commerce Is Progressing at Warp Speed, with John Harmon John Harmon, CFA, Managing Director of Technology Research November 30, 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’s Analyst Corner discusses the acceleration of agentic commerce announcements prior to the last month of the 2025 shopping season, as well as analyzing several options for retailers and brands to make their products discoverable by popular AI chatbots. Other relevant research: AI in Retail: What’s Now and What’s Next—Premium Subscriber Call, November 2025 and accompanying presentation slides. Agentic Commerce: How Retailers Can Make Their Products Discoverable and Shoppable for 800 Million ChatGPT Users Agentic Commerce: How Retailers Can Employ OpenAI’s Agentic Commerce Protocol To Unleash a True AI Shopping Agent. This document was generated for
Deep DiveUS Black Friday 2025: Early Read—Early-Morning Footfall Points to a Selective Return of the Black Friday Store Energy Anand Kumar, Associate Director of Research November 28, 2025 Reasons to ReadDiscover how Black Friday 2025 is reshaping in-store shopping amid a changing consumer and retail landscape. Read this report to discover answers to these and other questions: Which retailers successfully reignited early Black Friday store traffic—and which fell flat? How did promotional strategies differ across retailers, and what drove shopper urgency? Were shelves well-stocked and ready for the early rush—and where were the gaps? Which retailers used omnichannel and tech capabilities to their advantage this Black Friday? How did in-store environments and staffing levels shape the overall shopper experience? Companies mentioned in this report include: Abercrombie & Fitch, Adidas, Aritzia, Bath & Body Works, Best Buy, Kohl’s, Lululemon, Ralph Lauren, Sephora, TJ Maxx (TJX Companies), Uniqlo (Fast Retailing), Walmart, Zara (Inditex), and Target. Data in this report include: in-store foot traffic trends; promotional strategies and discount depth; inventory availability and stock levels; omnichannel fulfillment activity; and staffing and customer service benchmarks. Other relevant research: Holiday 2025: US Consumer Survey and Retail Outlook—From Social to Smart: AI Becomes the New Driver of Holiday Discovery and Value All our coverage of US holiday retail, including our Holiday Bites series of infographics 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
Deep DiveHoliday 2025: Navigating Social Commerce—Top Strategies for Maximizing Engagement This Holiday Season Aditya Kaushik, Analyst November 28, 2025 Reasons to ReadWe dive into trending, retail-related posts we have seen during the 2025 holiday season (defined by Coresight Research as October–December), offering insights into the creative strategies employed by brands and retailers via these posts. Uncover the most effective social commerce strategies reshaping holiday retail in 2025. Read this report to discover answers to these and other questions: How are retailers using influencer-led social commerce to boost trust, engagement and sales across platforms like TikTok, Instagram and YouTube? In what ways are brands harnessing TV shows and movie-inspired hype to drive urgency, cultural relevance and consumer excitement this holiday season? What interactive campaign strategies are most effective at fueling consumer participation, generating user-generated content and enhancing brand loyalty? How are quirky holiday assortments and limited-time releases turning social media buzz into immediate conversions and store visits? Companies mentioned in this report include: Columbia Sportswear, Crocs, Facebook, Instagram, Kohl’s, Levi Strauss & Co., Macy’s, Old Navy, Target, TikTok, Ulta Beauty, Youtube and Walmart Data in this report include: Consumer expectations for finding gift ideas; attitudes toward using social media in holiday shopping; social platforms used for recent product purchases. Other relevant research: Holiday 2025: US Consumer Survey and Retail Outlook—From Social to Smart: AI Becomes the New Driver of Holiday Discovery and Value All our coverage of US holiday retail, including our Holiday Bites series of infographics 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
InfographicSector Focus: Home and Home-Improvement Shopping—Data Graphic Aditya Kaushik, Analyst November 28, 2025 Reasons to ReadOur Sector Focus data graphics feature the latest survey findings on US retail sectors and categories. Dive into the US home and home-improvement sector in this graphic. Head to our US Consumer Survey Insights Databank for the full selection of data from our quarterly sector surveys. Find our full selection of US Consumer Survey Insights reports and data graphics 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
Store TrackerWeekly UK Store Openings and Closures Tracker 2025, Week 48: M&S To Open Up to 500 New Food Stores Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research November 28, 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: Animal, Clarks, Dr. Martens, Haribo, Hawes & Curtis, Lugano Diamonds, Matalan, Mountain Warehouse, Pop Mart and Sweaty Betty. 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
Store TrackerWeekly US Store Openings and Closures Tracker 2025, Week 48: American Signature, Bed Bath & Beyond and Saks To Close Stores Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research November 28, 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: Alimentation Couche-Tard, Bath & Body Works, Belk, Burlington Stores, Dick’s Sporting Goods, Dr. Martens, Lugano Diamonds, Lululemon Athletica, Muji, Natural Grocers, Saks Fifth Avenue, The Buckle, The Gap, Inc., The North Face, Vessi, Williams-Sonoma, and Zara. 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
