Deep DiveConsumer Confidence Rebounds in October: China Consumer Survey Insights Madhav Pitaliya, Analyst November 10, 2025 Reasons to ReadThe Coresight Research monthly China Consumer Survey Insights series takes a regular temperature check on Chinese consumers’ behaviors and sentiment, based on exclusive proprietary survey data. In this research report, we present findings from our latest weekly surveys, with the most recent undertaken on October 27, 2025. We spotlight developments in consumer sentiment on the economic and financial outlooks. Read this report to discover answers to these and other questions: How has consumer sentiment in China shifted in October, and what does the improvement in optimism signal about household behavior? What are the implications of October’s sentiment trends for October Golden Week spending and retail sector performance? 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 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
Deep DiveAgentic Commerce: How Retailers Can Employ OpenAI’s Agentic Commerce Protocol To Unleash a True AI Shopping Agent Charlie Poon, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research November 10, 2025 Reasons to ReadUnlock the future of retail with the power of AI-driven commerce. Discover how to enable Instant Checkout in ChatGPT with the Agentic Commerce Protocol (ACP). Read this report to discover answers to these and other questions: How can ACP transform ChatGPT into your next sales agent? What are the six essential steps for integrating Instant Checkout with ACP? How are leading brands like Walmart and PayPal leveraging ACP for seamless transactions? Why are Etsy, Shopify, and Salesforce key to accelerating the enablement of instant checkout? What’s next for agentic commerce, and how can your business stay ahead? Data in this research report include/are: Step-by-step breakdown of the ACP implementation process, Key integration milestones for Shopify, Etsy, and Salesforce with ChatGPT’s Instant Checkout, Data on payment integration, product feed requirements, and eligibility for merchant certification. Companies mentioned in this report include/are: OpenAI, Etsy, Walmart, Shopify, PayPal, Salesforce, and Stripe. Other relevant research: Agentic Commerce: How Retailers Can Make Their Products Discoverable and Shoppable for 800 Million ChatGPT Users Retail 2025: 10 AI Trends—An Inflection Point in the GenAI Revolution 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: Singles’ Day 2025 Trends See AI Move Center Stage, with John Mercer John Mercer, Head of Global Research and Managing Director of Retail Research November 9, 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. Ahead of 11.11, understand the trends we see characterizing Singles’ Day 2025, plus we discuss the latest developments reported by Alibaba and JD.com All Coresight Research coverage of Singles’ Day All Analyst Corners This document was generated for
Insight ReportUS Retail Sales Outlook—Preview: Latest Retail Projections in the Absence of Government Data John Mercer, Head of Global Research and Managing Director of Retail Research November 7, 2025 Reasons to ReadIn the absence of US Census Bureau retail sales amid the federal government shutdown, we provide our new ML-driven estimates for monthly retail sales growth, for each of the 12 months from September 2025. This report provides a preview of our regular US Retail Sales Outlook report. Every month in that report, we examine several key macroeconomic indicators and analyze how they may impact retail sales in the coming months. In addition, our model provides proprietary retail sales projections for each of the next 12 months. 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 45: Fired Earth To Close Stores Due to Administration Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research November 7, 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: Fired Earth, HMV, Marks & Spencer, Miniso, Mountain Warehouse, New Look, Nrby, Søstrene Grene, The Fragrance Shop and Trailberg. 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 45: Bed Bath & Beyond Home Continues To Open Stores Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research November 7, 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: Ahold Delhaize, American Signature Furniture, Bed Bath & Beyond Home, Cloudsteppers, Grocery Outlet , Haverty, Longines, Murphy USA, Pisen and Pop Mart. 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
InfographicHigher-Income Consumers’ Economic Sentiment Dives: Weekly US Consumer Sentiment, Week 45, 2025—Data Graphic Coresight Research November 6, 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
Insight ReportKroger and Instacart Expand Partnership To Advance Agentic Shopping and Accelerate Delivery Efficiency Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research November 6, 2025 Reasons to ReadRead this report to discover answers to these questions: AI Innovation: Discover how Kroger is integrating AI to improve shopping and meal planning. Speedy Delivery: Learn about Kroger’s new Express Delivery service offering groceries in 30 minutes. Multi-Platform Approach: See how Kroger is diversifying with delivery partners like DoorDash and Uber Eats. Competitive Strategy: Understand the competitive dynamics in the grocery and delivery sectors. Tech Opportunities: Explore how technology vendors can tap into the growing demand for AI and logistics solutions. 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, October 2025: Rite Aid Takes Total Closed Retail Space to 143 Million Square Feet Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research November 6, 2025 Reasons to ReadIn October 2025, announced store closures by Rite Aid, Ace Hardware takes total closed retail space over 143 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 October 31, 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: Ace Hardware Corporation, Amazon Fresh, Bass Pro Shops, Carter’s, Daiso, H Mart, Hermès, Hobby Lobby, Jack & Jones, Kwik Trip, LEGO, Lululemon Athletica, Meijer, Metro Mattress, New Rite Aid, Ross Stores, Sephora, Tractor Supply Company, The Children’s Place, The Fresh Market, Toys “R” Us, Walmart and Whole Foods Market. 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
Insight ReportCEO Brief: Intelligent Inventory—Achieving Inventory Excellence John Harmon, CFA, Managing Director of Technology Research November 5, 2025 Reasons to ReadRead this report to discover answers to these and other questions: Why are demand forecasting, inventory accuracy, and customer satisfaction now inseparable in retail performance? What makes intelligent inventory a critical step beyond spreadsheets and instinct-based planning? Who are the key players in the intelligent inventory ecosystem, and how do their solutions differ by specialization? Data in this research report include: A recent Coresight Research consumer survey on the primary reasons that consumers left a store without making a purchase during the past six months. Companies mentioned in this report include: Invent.ai, RELEX Solutions, Simbe Robotics and Zebra Technologies. Other relevant research: The Intelligent Inventory Playbook: How to Approach Inventory Excellence Reinventing Store Checkout: Minimizing Friction to Drive Business Growth 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: Beauty Retailing—Data Graphic Aditya Kaushik, Analyst November 5, 2025 Reasons to ReadOur Sector Focus data graphics feature the latest survey findings on US retail sectors and categories. Dive into the US beauty 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
Insight ReportHoliday 2025: Government Shutdown-Related Reduction in SNAP, Other Payments and Salaries Could Meaningfully Impact US Holiday Spending John Harmon, CFA, Managing Director of Technology Research November 5, 2025 Reasons to Read1. SNAP Payments Will Be Partially Paid Following the November 1 Impasse Learn how the government’s response to the November 1 deadline impasse will affect millions of Americans who rely on SNAP benefits. Understand the temporary measure of tapping $4.65 billion in contingency funds, ensuring partial payments are made to those relying on food assistance. Stay informed on the potential long-term consequences for the program and recipients. 2. Other Federal Programs and Workers Are Also Greatly Affected Discover how the government shutdown impacts not just federal workers, but other crucial programs like WIC and Head Start. Gain insight into the financial struggles faced by federal employees, with over a million workers either furloughed or working without pay. Get an update on the uncertain future of military pay, and how it could affect personnel going into mid-November. 3. These Cuts Could Have a Big Impact on Holiday Spending Understand how cuts to federal programs and unpaid wages could lead to a significant slowdown in consumer spending during the holiday season. Learn how shoppers, forced to prioritize basic needs over discretionary purchases, could reshape retail sales in the crucial months of November and December. See how the intersection of government worker disruptions and reduced SNAP payments could create broader economic challenges. Data in this research report include: The size and budget information of SNAP, government furloughed and unpaid employees and other government-funded programs. Other relevant research: CEO Brief: A Turning Point for US Consumers and the Economy? 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: Dollar Stores and Temu Break into the Top Five Retailers Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research November 4, 2025 Reasons to ReadDiscover how tariffs and inflation-driven shifts in sentiment and behavior are shaping the early 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 DiveFinancial Sentiment Turns Negative; Tariff Pessimism Deepens; Inflationary Trade-Down Persists: US Consumer Survey Insights Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research November 4, 2025 Reasons to ReadDiscover how US consumers are reacting to shifting economic conditions, inflation pressures and tariffs as the holiday season approaches. 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. 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, consumer tariff concerns and behavioral responses; shopping changes due to inflation; and retailer and category-level shopping data. Companies mentioned in this report include/are: Ahold Delhaize, Albertsons Companies, Aldi, Amazon, Costco, Dollar General, Dollar Tree, eBay, Kohl’s, Kroger, Macy’s, Target, Temu, TJX Companies and Walmart. 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 DivePlaybook: GenAI to Agentic AI—From Pilot to Powerhouse Charlie Poon, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research November 4, 2025 Reasons to ReadDiscover how agentic AI is accelerating the next retail revolution—and what CORE 3.0 means for your business. Read this report to discover answers to these and other questions: How will retailers catalyze innovation by coordinating across agents, systems, and humans? In what ways can agentic commerce orchestrate self-adjusting systems to respond to shifting trends and consumer behaviors? How are shopping agents set to reshape supply chains and enable customer-to-manufacturer (C2M) models? What does it mean for AI to “embody” every retail surface, system, and signal—and how will this create immersive, predictive retail experiences? Data in this research report include/are: Retail sector AI adoption rates; GenAI ROI commentary from 2Q25 earnings; AI-driven productivity projections; private label vs. name brand sales growth; agentic commerce frameworks; beauty sector conversion layers; AI disruption across supply chains. Companies mentioned in this report include/are: Albertsons, Anne Klein, Best Buy, Criteo, DOUGLAS, Estée Lauder, Gap, Home Depot, Lululemon, LVMH, Nike, Procter & Gamble, Ralph Lauren, Relex, Spangle.ai, Target, Under Armour, Unice, Walmart, Williams-Sonoma, Zebra Technologies. This report is made available to non-subscribers of Coresight Research through its sponsorship by T-Mobile US, Inc. 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
