InfographicPersonal Financial Sentiment Hits Six-Month Low: Weekly US Consumer Sentiment, Week 48, 2025—Data Graphic Coresight Research November 27, 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
InfographicHoliday Bites: GLP-1 Disruption with Smaller Baskets, Smaller Sizes—and a Leaner Thanksgiving?—Data Graphic John Mercer, Head of Global Research and Managing Director of Retail Research Sector Lead: Anand Kumar, Associate Director of Retail Research November 26, 2025 Reasons to ReadOur Holiday Bites series for 2025 spotlights proprietary survey data and analysis for the end-of-year holiday season. This series covers US consumer expectations for holiday spending, the shape and scale of demand and trends in shopper behavior during the holidays. In this graphic, we highlight change in shopping behavior related to usage of GLP-1 weight-loss drugs. Discover US consumers’ changes in shopping behavior due to intake of GLP-1 weight-loss medication—in total, and broken down by age. Data in this research report include: GLP-1 consumer survey data. Other relevant research: US Holiday 2025: Consumer Survey and Retail Outlook—From Social To Smart: AI Becomes the New Driver of Holiday Discovery and Value Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. All Coresight Research coverage of US holiday retail, including more Holiday Bites graphics Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Event PresentationAI in Retail: What’s Now and What’s Next—Premium Subscriber Call, November 2025 John Harmon, CFA, Managing Director of Technology ResearchJohn Mercer, Head of Global Research and Managing Director of Retail Research November 26, 2025 Reasons to ReadArtificial intelligence (AI) is no longer a future concept—it has become a present-day force reshaping retail. From generative AI in marketing to automation in merchandising and fulfillment, AI is redefining how retailers operate, compete and grow. Premium subscribers were invited to our monthly Premium Subscriber Call on Wednesday, November 26, 2025, at 11:00 AM ET. The Coresight Research team delivered a strategic briefing on where AI is delivering impact today—and what leaders must do next to prepare for 2026 and beyond. During the session, the Coresight Research team shared real-world AI use cases across retail sectors, tied to key technologies, and provided analyst perspectives on what’s ahead for AI in retail, including the latest developments in agentic AI. Watch the analyst video that features this presentation 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
Insight ReportSeptember 2025 US Retail Sales: Delayed Government Data Show Strong Retail Growth in September Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research November 26, 2025 Reasons to ReadIn September 2025, US retail sales (excluding gasoline and automobile sales) increased by 5%, an acceleration from the previous month. Using data from the US Census Bureau, we analyze US retail sales in September 2025, in total and by sector. Data in this research report are: Year-over-year changes in US total retail sales (excluding gasoline and automobiles), September 2024– September 2025 Year-over-year changes in retail sales by sector, August and September 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
Deep DiveFinancial Pessimism Deepens Amid Post-Shutdown Adjustment: US Consumer Survey Insights Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research November 26, 2025 Reasons to ReadDiscover how US consumers are reacting to shifting economic conditions, inflation pressures and tariffs in the holiday season. Read this report to discover answers to these and other questions: How is consumer sentiment diverging across income groups—and what does this mean for premium versus value retail performance. How Federal Government Shutdown impacting consumers’ financially and their holiday plans? Data in this research report include: Consumer sentiment by income and time, impact of Federal Government Shutdown on consumers; and retailer and category-level shopping data. Other relevant research: Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Deep DiveHoliday 2025 Survey Insights: Holiday Shopping Jumps As Shutdown Impact Fades Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research November 25, 2025 Reasons to ReadDiscover how tariffs and inflation driven shifts in sentiment and behavior are shaping the mid weeks of the 2025 holiday shopping season. Read this report to discover answers to these and other questions: What early signals are we seeing in holiday shopping behaviors and which retailers are winning early-season share? Where are consumers shopping for holiday products and how are discount and convenience players performing? What product categories are leading early holiday purchases, and what role is inflation playing in consumer choices? Data in this research report include: Holiday purchase rates; top retailers for holiday shopping and holiday categories. Companies mentioned in this report include: Albertsons Companies, Amazon, Best Buy, Costco, Dollar Tree, eBay, Etsy, Family Dollar, Five Below, Gamestop, Hobby Lobby, Home Depot, JCPenney, Kohl’s, Kroger, Lowe’s, Macy’s, Old Navy, Ross Stores, Sam’s Cub, Sephora, Target, Temu, The TJX Companies, Ulta and Walmart. Other relevant research: US Holiday 2025: Consumer Survey and Retail Outlook—From Social To Smart: AI Becomes the New Driver of Holiday Discovery and Value Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. All Coresight Research coverage of US holiday retail Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Deep DiveHoliday 2025: Black Friday Preview—Value, AI and Extended Promotions To Drive Sales This Year Aditya Kaushik, Analyst November 25, 2025 Reasons to ReadAs part of our coverage of the 2025 holiday season, Coresight Research examines the potential of Black Friday this year (November 28), including proprietary survey data on consumers’ shopping intentions and major retailers’ Black Friday plans and promotions. Read this report to discover answers to these and other questions: How are inflation and economic uncertainty shaping consumer shopping behavior ahead of Black Friday 2025? What does Coresight Research’s proprietary consumer survey data reveal about demand and shopping channel preferences this Black Friday? How are major retailers adjusting their Black Friday strategies—including timing, promotions and AI tools—to drive traffic and sales? What are the broader retail and macroeconomic implications for Black Friday within the Holiday 2025 season? Companies mentioned in this report include: ACME, Albertsons Companies, Amazon, Bass Pro Shops, Best Buy, Big Lots, Cabela’s, Costco Wholesale, CVS Health, Dollar General, Family Dollar, Food Lion, The Home Depot, JCPenney, Kohl’s, Kroger, Macy’s, Old Navy, Stop & Shop, Target, VF Corporation and Walmart. Data in this report include: US consumer survey insights on Black Friday shopping intentions and behaviors; product category breakdowns for in-store and online shopping; retailer-specific Black Friday promotional strategies and AI initiatives. 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 DiveUS Department Stores—Real Estate Insights: The Strategic Real Estate Reset from Flagships to Footprint Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research November 24, 2025 Reasons to ReadDiscover how US department stores are adapting to changing consumer behaviors and evolving real estate strategies in the post-pandemic retail landscape. This report is part of our Real Estate Insights series. Read this report to discover answers to these and other questions: What is driving the contraction in the US department store market? How are Macy’s and Kohl’s optimizing their store footprints for profitability? Why are smaller, off-mall stores becoming a core strategy for leading department stores? How are partnerships like Kohl’s and Sephora boosting store traffic and sales? What new metrics are department stores using to measure store productivity in a post-pandemic world? Companies mentioned in this report include: Belk, Dillard’s, JCPenney, Kohl’s, Macy’s and Nordstrom. Data in this report include: US department store market contraction projections; store openings and closures; sales growth and foot traffic changes; store productivity metrics and partnerships. 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: Five CPG Sector Insights from This Quarter’s Earnings, with Madhav Pitaliya Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research November 23, 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. We discuss a shift in the CPG sector from price-driven to volume-supported growth, as well as how GLP-1 and AI innovations are reshaping product strategies and operational efficiency This document was generated for
Store TrackerWeekly UK Store Openings and Closures Tracker 2025, Week 47: Store Openings Exceed 1,500 Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research November 21, 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: Anne Fontaine, B&M, Birkenstock, Kith, Moss, Peacocks, Primark, Pure Seoul, Rixo, Søstrene Grene, Stradivarius and The Food Warehouse. 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 47: IKEA Continues Its Opening Spree; Target To Invest in Stores Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research November 21, 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: CU, Fabletics, Figs, Frank & Eileen, IKEA and Silbon. 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
Deep DiveConsumer Sentiment Stabilizes Following Trade Talks and Rate Cut: US Consumer Survey Insights Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research November 19, 2025 Reasons to ReadDiscover how US consumers are reacting to shifting economic conditions, inflation pressures and tariffs in the holiday season. Read this report to discover answers to these and other questions: How is consumer sentiment diverging across income groups—and what does this mean for premium versus value retail performance. How Federal Government Shutdown impacting consumers’ financially and their holiday plans? Data in this research report include: Consumer sentiment by income and time, impact of Federal Government Shutdown on consumers; and retailer and category-level shopping data. Other relevant research: Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Deep DiveHoliday 2025 Survey Insights: Government Shutdown Impacts One-Third of Holiday Shoppers Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research November 19, 2025 Reasons to ReadDiscover how tariffs and inflation driven shifts in sentiment and behavior are shaping the mid weeks of the 2025 holiday shopping season. Read this report to discover answers to these and other questions: What early signals are we seeing in holiday shopping behaviors and which retailers are winning early-season share? Where are consumers shopping for holiday products and how are discount and convenience players performing? What product categories are leading early holiday purchases, and what role is inflation playing in consumer choices? Data in this research report include: Holiday purchase rates; top retailers for holiday shopping and holiday categories. Companies mentioned in this report include: Albertsons Companies, Amazon, Best Buy, Costco, Dollar Tree, eBay, Etsy, Family Dollar, Five Below, Gamestop, Hobby Lobby, Home Depot, JCPenney, Kohl’s, Kroger, Lowe’s, Macy’s, Old Navy, Ross Stores, Sam’s Cub, Sephora, Target, Temu, The TJX Companies, Ulta and Walmart Other relevant research: US Holiday 2025: Consumer Survey and Retail Outlook—From Social To Smart: AI Becomes the New Driver of Holiday Discovery and Value Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. All Coresight Research coverage of US holiday retail Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Deep DiveFive Ways AI Is Being Used in Beauty Retailing (Plus One Bonus)—and What’s Next Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research November 19, 2025 Reasons to ReadDiscover how AI is transforming beauty retail into a predictive, personalized and agent-driven commerce ecosystem. Read this report—part of our Five Ways AI Is Being Used… series on major retail sectors—to explore insights and answers to these and other key questions: How are beauty brand owners like L’Oréal and Estée Lauder using AI to accelerate product innovation and create hyper-personalized formulations? In what ways is AI helping beauty companies discover more sustainable, bio-based beauty ingredients—and cutting development time from years to months? How is AI reshaping manufacturing and logistics to enable agile, personalized and low-waste supply chains in beauty retail? What role does AI play in powering hyper-personalized marketing, loyalty and CRM strategies across millions of customers? How are leading beauty retailers using AI to connect digital and physical channels, driving conversion, AOV and lifetime value? Companies mentioned in this report include: Abolis Biotechnologies, Adobe, Bath & Body Works, Coty, Debut, Douglas, e.l.f. Beauty, The Estée Lauder Companies, Evonik, Function of Beauty, Haut.AI, IBM, JCPenney, La Roche-Posay, L’Oréal, Microsoft, Modiface, Perfect Corp, Proven Skincare, Relex, Revieve, Sephora, Too Faced, Ulta Beauty. Data in this report include: AI use cases across the beauty value chain; performance metrics from AI-enabled product development, supply chains and retail experiences; customer engagement KPIs from AI-powered personalization and diagnostics. All of our coverage of AI in retail Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Deep DiveFive Ways AI Is Being Used in Luxury Retailing—and What’s Next Charlie Poon, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research November 19, 2025 Reasons to ReadDiscover how Artificial Intelligence (AI) is transforming the luxury retail industry, driving innovation across product design, customer service, and operational efficiency. Read this report—part of our Five Ways AI Is Being Used… series on major retail sectors—to explore insights and answers to these and other key questions: How are luxury brands like Prada and Moncler using generative AI to co-create cutting-edge designs and stay ahead of trends? In what ways are AI-generated content and immersive marketing campaigns, such as those by Balenciaga, reshaping how luxury brands engage with consumers? How is AI enhancing customer service with personalized shopping agents like Ralph Lauren’s “Ask Ralph” and LVMH’s MaIA? How can AI help luxury brands optimize inventory management and supply chain operations while maintaining their exclusivity? What role does AI play in fighting counterfeiting, ensuring authenticity, and protecting the brand integrity of top luxury names? Data in this research report include/are: AI’s impact on design cycles, AI-driven personalization and customer engagement metrics, marketing content generation efficiency, and advancements in authentication technologies. Companies mentioned in this report include/are: Balenciaga, Entrupy, LVMH, Moncler, Prada and Ralph Lauren. All of our coverage of AI in retail Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
