Reasons to Read

Uncover how facial recognition, policy shifts and retailer strategies are reshaping the fight against shrink and shoplifting.

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

  • How have theft and retail crime trends evolved recently in the US, UK and Australia?
  • Which retailers are seeing improvements—or setbacks—in shrink performance, and what’s driving those outcomes?
  • How are major technology players advancing loss prevention through facial recognition, AI and smart surveillance tools?

Data in this report include: Police-recorded shoplifting trends in England and Wales; shrink commentary and margin impacts from select US and Canadian retailers; technology provider launches of AI and facial recognition tools; and analysis of return fraud rates and tactics in the US retail sector.

Companies mentioned in this report are: Academy Sports + Outdoors, Adidas, Alimentation Couche-Tard, ASEL, Auror, BJ’s Wholesale Club, Bloomingdale’s, Chanel, Costco, CVS, Diebold Nixdorf, Dollar General, Dollar Tree, EDEKA Paschmann, Empire Company, Facewatch, Five Below, Hobby Lobby, Kroger, Louis Vuitton, Michaels, Nike, Nordstrom, RH, Sainsbury’s, Sam’s Club, Target, Tiffany & Co., Ulta Beauty, Walgreens, Walmart and Williams-Sonoma.

Other relevant research:

You are currently viewing a preview of this report.

Please select an access option to view the full report. Hide 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

Reasons to Read

Discover how consumer, economic and technological forces shaping the future of global fashion retail. This presentation covers our latest US retail projections, our consumer sentiment data, the fragmentation of consumer spending, the impacts of GLP-1 and the holiday outlook. It then considers AI adoption by retail companies and by consumers, and discusses our CORE 3.0 framework for AI in retail and where agentic AI is heading.

Other relevant research:

You are currently viewing a preview of this report.

Please select an access option to view the full report. Hide 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

Reasons to Read

Discover 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:  

You are currently viewing a preview of this report.

Please select an access option to view the full report. Hide 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

Reasons to Read

Discover 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.
  • 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.

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

Other relevant research:  

You are currently viewing a preview of this report.

Please select an access option to view the full report. Hide 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

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 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:

You are currently viewing a preview of this report.

Please select an access option to view the full report. Hide 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

Reasons to Read

Unlock 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:

You are currently viewing a preview of this report.

Please select an access option to view the full report. Hide 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

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.

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

Please Login to read the full report. Not a member? To access this content for free, register for a free account.

Reasons to Read

In 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.

You are currently viewing a preview of this report.

Please select an access option to view the full report. Hide 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

Reasons to Read

Keep 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:

You are currently viewing a preview of this report.

Please select an access option to view the full report. Hide 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

Reasons to Read

Find 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:

You are currently viewing a preview of this report.

Please select an access option to view the full report. Hide 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

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:

You are currently viewing a preview of this report.

Please select an access option to view the full report. Hide 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

Reasons to Read

Read 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.
You are currently viewing a preview of this report.

Please select an access option to view the full report. Hide 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

Reasons to Read

In 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.
You are currently viewing a preview of this report.

Please select an access option to view the full report. Hide 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

Reasons to Read

Read 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:

You are currently viewing a preview of this report.

Please select an access option to view the full report. Hide 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

Reasons to Read

Our 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.

You are currently viewing a preview of this report.

Please select an access option to view the full report. Hide 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