Reasons to Read

The Coresight Research monthly China Consumer Survey Insights series takes a regular temperature check on Chinese consumers’ behaviors and sentiment, based on proprietary survey data.

In this research report, we present findings from our latest weekly surveys, with the most recent undertaken on August 25, 2025. We spotlight developments in consumer sentiment on the economic and financial outlooks.

Data in this research report are:

  • Consumers’ expectations for economic conditions and personal finances in the next 12 months
  • How consumers’ financial situation now compares to 12 months ago
  • Activities that consumers have done in the past two weeks
  • What products consumers have bought in-store and online in the last two weeks

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Reasons to Read

On September 14, 2025, Deborah Weinswig, CEO and Founder of Coresight Research, delivered the opening keynote, The State of AI: What’s Possible, What’s Theoretical, and What It All Means for Retail, at the RetailClub AI Deepdive Retreat.

Drawing on Coresight’s award-winning research, Weinswig examined AI’s foundational, practical, and forward-looking applications in retail. Her keynote provided strategic insights into adopting AI technologies, showcased real-world use cases, highlighted opportunities for operational efficiencies, and explored the tangible impact of AI integration across the industry.

The RetailClub AI Deepdive Retreat—founded by the creators of Shoptalk and Groceryshop—was designed to foster collaboration, accelerate collective learning, and build the retail industry’s AI-native community at a pivotal moment in AI-driven transformation.

Coresight Research partnered with RetailClub on this initiative to advance the industry’s AI capabilities and encouraged retailers and vendors alike to help shape the future of AI in retail.

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Reasons to Read

Welcome 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, Manik Bhatia of Coresight Research discusses the resilience of the US consumption economy as the broader economy grapples with sticky inflation and a stagnant labor market.

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:

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Reasons to Read

The 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:

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Reasons to Read

Understand the latest shifts in UK retail store networks as openings remain ahead of closures for 2025.

Read this report to discover answers to these and other questions:

  • Which retailers contributed most to the increase in store openings and closures this week—and why?
  • Which brands are continuing to expand, despite a challenging retail environment?
  • How do 2025 store openings and closures compare to 2024, and what are the key trends behind the year-over-year changes?

Companies mentioned in this report include: Belstaff, Bensons for Beds, Bodycare, BPerfect, Columbia Sportswear, Grape Tree, HMV, Iceland, Mountain Warehouse, Pockets, Quiz, Søstrene Grene and Yours Clothing.

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:

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Reasons to Read

Uncover which retailers are driving the surge in US store closures—and who’s still expanding.

Read this report to discover answers to these and other questions:

  • Which retailers led this week’s spike in store closures and new openings across the US?
  • How do 2025 store closure and opening trends compare to 2024—and what does the data reveal about retail health?

Companies mentioned in this report include: Alimentation Couche-Tard, American Eagle Outfitters, Best Buy, Camping World, Casey’s, Designer Brands, Dolce & Gabbana, Dries Van Noten, EB Denim, H Mart, J.Jill, LEGO, Miniso, Monos, Prada, Santoni, Shoe Carnival, Shoppers Food, Tuckernuck and Walmart.

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:

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Reasons to Read

How are consumers shifting their purchases due to tariffs? This data graphic explores the extent of early shopping in US retail, by category, and the extent to which consumers expect to buy less later in the year. This graphic is based on a proprietary September 2025 survey of US consumers.

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The 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. 

In this report, we dive into shopper demographics, based on our proprietary survey data. Discover shopper profiles for major US retailers in food and nonfood and explore our sector-focused findings to understand the customer bases of apparel, footwear and beauty retailers.

Discover how demographic shifts are reshaping US retail—and which retailers are winning in a polarized, fragmented marketplace.

Read this report to discover answers to these and other questions:

  • How are income, age and ethnicity driving diverging shopping patterns across food and nonfood retail?
  • Which retailers are attracting high-income vs. low-income consumers—and how do age and urbanicity influence these trends?
  • What are the key generational, income and ethnic skews in apparel, footwear and beauty retail today?
  • How do regional differences shape food and nonfood shopping behavior across the US?
  • What should retailers focus on now to stay competitive amid fragmentation, trade-down behavior and evolving sentiment?

Data in this research report include: Shopper age and income profiles by retailer; urban vs. rural shopper base; shopping behavior by income, age, ethnicity and region; quarterly apparel, footwear and beauty shopper data; monthly consumer sentiment and retail purchasing trends.

Companies mentioned in this report include: Academy Sports + Outdoors, Ahold Delhaize, Albertsons, Amazon, American Eagle, Converse, Costco, Crocs, CVS, Dick’s Sporting Goods, Dollar General, DSW, eBay, Foot Locker, Instagram, JCPenney, Jordan, Kohl’s, Kroger, Lululemon, Macy’s, Nike, Nordstrom, Ross Stores, Sally Beauty, Sephora, Shein, Skechers, Target, Temu,  TikTok, TJX, Trader Joe’s, Ulta, Urban Outfitters, Walmart, Walgreens, Whole Foods, YouTube and Zara.

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Reasons to Read

Discover how US consumers are reacting to rising tariffs, inflation, and a weakening economic outlook.

Read this report to discover answers to these and other questions:

  • How is consumer sentiment trending across income groups—and what does it mean for spending and confidence?
  • Why are shoppers increasingly pessimistic about tariffs, and how are their behaviors shifting in response?
  • What are the top concerns and perceived benefits of new US tariffs, according to consumers?
  • How are inflation and price awareness shaping consumer trade-down behaviors in food and nonfood?
  • Which retailers and product categories are consumers turning to in light of economic pressure?

Data in this research report include: Consumer sentiment by income and time; perceptions of tariff impacts; inflation-driven trade-down behaviors; pull-forward and reduced spending by category; and retailer and category-level shopping data.

Companies mentioned in this report include: Albertsons Company, Amazon, Costco, Dollar General, Dollar Tree, eBay, Kohl’s, Kroger, Macy’s, Target, The TJX Companies and Walmart.

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Discover which private companies are transforming retail marketing—and how AI is reshaping MarTech strategies.

Read this report to discover answers to these and other questions:

  • Which companies are categorized as Challengers, Emerging Players, Disruptors, and Future Leaders in the retail MarTech space?
  • What market forces are driving the complexity and urgency around MarTech adoption for retailers today?
  • Why are flexible, AI-powered platforms key to solving fragmentation in retail marketing stacks?
  • How does each featured company’s innovation and market potential position them for long-term success?
  • What metrics define innovation and market power in the Coresight Research Innovator Matrix?

This Innovator Matrix is a counterpart to our recent Retail-Tech Landscape: MarTech, which presents a segmented longlist of innovators in this space. 

Companies mentioned in this report include: Amperity, Bloomreach, Bluecore, CleverTap, Insider, Iterable, MoEngage, Optimove, Skai and Smartly.

Data in this report include: Global retail MarTech market size forecasts; Coresight Research’s MarTech Innovator Matrix quadrant; descriptions of company-level product innovation and market positioning.

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Learn the key plays necessary for successfully deploying an intelligent inventory platform. Readers will understand how to view strategy, technology, operations, resilience and ethics in selecting technology, vendors and other essential criteria to enjoy a leading-edge inventory-management and optimization platform. The report’s Playbook format clearly lays out each category with a recommended action.

This report answers the following questions:

  • How should retailers and brands prepare for the journey to a modern inventory platform?
  • What kinds of data repositories are available and what are their relative advantages?
  • What do retailers and brands need to consider once an inventory platform has been deployed?
  • How can intelligent inventory platforms help retailers recover quickly from inevitable supply-chain shocks?
  • What types of inventory platforms can help retailers address their unique ethical concerns?

Companies mentioned in this report include: Afresh, Alphabet Inc., Amazon.com, Inc., Badger Technologies, Bamboo Rose, Board International, Blue Yonder, Centric Software, Inc., Guac AI, Impact Analytics, Infor, Inc., Invent.ai, Manhattan Associates, Inc., Microsoft Corporation, Oracle Corporation, RELEX Solutions, Revionics, a division of Aptos Retail, SAP SE, SAS Software, Simbe Robotics, Snowflake Inc., Upshop, Zebra Technologies Corporation

Other relevant research:

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Reasons to Read

Welcome 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, John Mercer and Madhav Pitaliya of Coresight Research discuss the recent resurgence in the US beauty retail market, with beauty retailers, such as Bath & Body Works and Ulta Beauty, reporting solid growth in their most recent quarters.

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:

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Reasons to Read

Understand the latest shifts in UK retail store networks as openings edge ahead of closures.

Read this report to discover answers to these and other questions:

  • Which retailers contributed most to the increase in store openings and closures this week—and why?
  • Which brands are continuing to expand, despite a challenging retail environment?
  • How do 2025 store openings and closures compare to 2024, and what are the key trends behind the year-over-year changes?

Companies mentioned in this report include: Alohas, Asda, Bensons for Beds, Card Zone, French Connection, Haribo, Home Bargains, IKEA, Marks and Spencer Group, Nick Scali Limited, WYSE London

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:

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Reasons to Read

Uncover which retailers are driving the surge in US store closures—and who’s still expanding.

Read this report to discover answers to these and other questions:

  • Which retailers led this week’s spike in store closures and new openings across the US?
  • How do 2025 store closure and opening trends compare to 2024—and what does the data reveal about retail health?

Companies mentioned in this report include: Bath & Body Works, Burlington Stores, Dick’s Sporting Goods, Dollar General, Gap, IKEA,  JCPenney, Ollie’s Bargain Outlet, Signet Jewelers, Ulta Beauty

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:

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Reasons to Read

The 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:

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