Insight ReportThe New AI Unicorn—Reka AI Secures $110 Million from NVIDIA and Snowflake: What You Need to Know Charlie Poon, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research July 29, 2025 Reasons to ReadDiscover how NVIDIA and Snowflake’s $110M bet on Reka AI signals the next phase of the generative AI race. Read this report to uncover answers to these key questions: How does the joint investment by NVIDIA and Snowflake reflect their strategy to extend AI capabilities and infrastructure? What is Reka AI’s vision for giving businesses their own production-quality foundation models? Which unique features differentiate Reka AI’s model suite, including Flash, Edge and Core? How does this deal highlight the evolving dynamics of AI talent acquisition and acqui-hiring? What do Reka AI’s enterprise and edge AI capabilities reveal about the broader competitive landscape in the AI race? Companies mentioned in this report include: NVIDIA, Reka AI and Snowflake. Data in this report include: valuation details of Reka AI; funding round size; analysis of model features and enterprise/edge AI positioning. Other relevant research: Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. 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 Other research you may be interested in:Sector Focus: Off-Price Shopping—Data GraphicAnalyst Corner: Analyzing Supply Chain Challenges and Solutions for the Apparel, Footwear and Department Store Sectors, with Aditya KaushikWeekly UK Store Openings and Closures Tracker 2025, Week 27: Store Closures Up 8% Year Over YearThree Data Points We’re Watching This Week, Week 8
Deep DiveMixed Sentiment Trends Ahead of August 1 Tariffs; Plus, Luxury Shopping in Focus: US Consumer Survey Insights Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research July 29, 2025 Reasons to ReadUnderstand how US consumer sentiment and luxury shopping behaviors are evolving amid economic uncertainty and ahead of expected new tariffs. Read this report to uncover answers to these and other questions: How is financial and economic sentiment shifting across income groups, and what’s driving these changes? What does the latest data reveal about Gucci’s dominance—and other luxury brands gaining momentum—in luxury retail? Which product categories are gaining or losing share in luxury shopping, and what does that say about consumer priorities? Data in this research report include: Consumer sentiment by income group and weekly trends; luxury shopper penetration by brand and category; luxury trends including purchase rates and retailer popularity. Companies mentioned in this report include: Albertsons Company, Amazon, Burberry, Chanel, Coach, Costco, Dollar General, Dollar Tree, eBay, Gucci, Kroger, Louis Vuitton, Rolex, The TJX Companies and Walmart. Other relevant research: US Holiday 2025: Early Outlook—Improving Signals, But Will It Last? 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 Other research you may be interested in:Weekly UK Store Openings and Closures Tracker 2026, Week 15: Lidl To Open StoresThree Data Points We’re Watching This Week, Week 20: Cross-Border Players Don’t Prevent Amazon Reaching New Highs in ApparelUS Store Tracker Extra, September 2025: Ollie’s Bargain Outlet and Alimentation Couche-Tard Add 3+ Million Square Feet to Total Opened Retail SpaceLower-Income Consumers’ Economic and Financial Sentiment Improves: US Consumer Survey Insights
Insight ReportCEO Brief: Tech for Tariffs—Four Technologies (and Services) That Can Raise Revenues and Margins Now to Offset Tariff Pain John Harmon, CFA, Managing Director of Technology Research July 29, 2025 Reasons to ReadDiscover how retailers can deploy technologies to unlock margin gains and grow revenues to help offset new tariff-related cost pressures. Read this CEO Brief to discover answers to these and other questions: How can retailers boost revenues, protect margins and improve customer sentiment with a key technology? In what ways can AI transform marketing campaigns and customer engagement? What tech-supported strategies allow retailers to capture incremental high-margin revenue quickly? How can retailers uncover overlooked profit opportunities across operations? Companies mentioned in this report include: Bimbo Bakeries, BJ’s Wholesale Club, Guess?, PetSmart, Schnucks and Wakefern. Data in this report include: AI shelf-scanning robots and prescriptive analytics platforms; AI-driven demand forecasting and generative AI marketing applications; retail media network deployment models; financial impact of reducing the cost of goods. Other relevant research: All our tariffs coverage Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. 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 Other research you may be interested in:Three Data Points We’re Watching This Week, Week 33: US Consumers’ Tariff PerceptionsProfiling Six Artificial Intelligence Startups: AI Showcase InsightsShoptalk Spring 2025—Our Takeaways: Coresight Research Premium Subscriber Call, April 2025CES 2026 Preview: A Guide to What Retailers Should See and Do
Deep DiveRedefining Global Sourcing: What a US–India Trade Deal Means for Retailers and Manufacturers Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research July 28, 2025 Reasons to ReadDiscover how the US–India trade pact could reshape global sourcing and unlock cost advantages amid tariff turmoil. Read this report to uncover answers to these critical questions: How is India emerging as the next global manufacturing hub for US-bound goods? What concessions and phased strategies define the proposed US–India trade deal? Which sectors—textiles, electronics, footwear and pharma—stand to gain the most from tariff rollbacks? How will shifting trade flows impact brands reliant on Chinese supply chains versus early movers diversifying to India? Data in this research report include: Relative tariff exposure by retailer and sourcing country; trade volumes and US import share for apparel, electronics, engineering goods, leather and pharmaceuticals from India; export-import breakdowns by category and destination such as the US and India. Companies mentioned in this report include: Apple, Google, Samsung, MGA Entertainment, Abercrombie & Fitch, Levi’s, Gap, American Eagle Outfitters, Aritzia, Five Below, PUMA and Tractor Supply Company. 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 Other research you may be interested in:US Generational Wealth Transfer: $105 Trillion To Flow Down the Generations Across the Next 25 YearsWeekly UK Store Openings and Closures Tracker 2025, Week 19: Store Closures Down 25% Year Over YearPutting the “AI” in “Airlines”: Insights from CES 2025Analyst Corner: Alibaba’s Qwen Signals the Opening Act of China’s Agentic Commerce Revolution, with Charlie Poon
Deep DiveTaking the Temperature on Tariffs Ahead of August 1: How Are Different Consumer Groups Reacting? US Consumer Survey Insights Extra Aditya Kaushik, Analyst July 28, 2025 Reasons to ReadAhead of the expected introduction of new tariffs by the US on August 1, discover how tariffs are reshaping US consumer sentiment and shopping habits—across income, gender, and geography. Read this report to discover answers to these and other questions: How do US consumers view tariffs, and which demographics show the highest levels of concern? Why are rising prices the top fear for consumers, and which groups see potential benefits such as reshored manufacturing? How are tariffs prompting shifts in shopping behavior, including cutbacks on discretionary spending and preferences for US-made products? Which demographics are changing how they shop, and what does this mean for retailers? Companies mentioned in this report include: Amazon, Costco, Macy’s, Target, Walmart Data in this report include: demographic breakdowns of views on the potential benefits and drawbacks of tariffs; top consumer concerns including price-rise expectations; reported and planned shopping behavior changes by gender, age, income, location, and ethnicity. Other relevant research: Read the full series of US Consumer Survey Insights and US Consumer Survey Insights Extra reports. The 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 Other research you may be interested in:Consumer Sentiment Hits New Low; Many Consumers Cut Back on Eating Out Amid High Gas Prices: US Consumer Survey InsightsAnalyst Corner: Controversy Persists Around Price Gouging with Electronic Shelf Labels, with John HarmonAnalyst Corner—DeepSeek Opens the Door for AI Democratization: The AI Opportunity, with Charlie Poon3Q25 Retail Inventory Insights: Execution Discipline Drives Performance into Holiday 2025
Analyst CornerAnalyst Corner: The Labubu Craze—Revealing How Gens Z and Alpha Are Redefining Retail, with Charlie Poon Charlie Poon, Analyst July 27, 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, Charlie Poon, Analyst, discusses the ways in which Labubu, a palm-sized toy, has become the current “it item” globally, and what its popularity with younger generations reveals about the current retail landscape. 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: Read previous Analyst Corner reports, including last week’s report, which discusses the US grocery real estate market, which is becoming increasingly polarized—while value-focused and specialty grocers are seeing footprint growth, traditional grocers are witnessing stagnating or contracting store footprints. Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for Other research you may be interested in:Lower-Income Sentiment Continues to Weaken; Plus, Off-Price and Dollar Stores in Focus: US Consumer Survey InsightsAugust 2025 US Retail Sales Outlook: July Strength and Improved Outlook Score Raise Retail Projection Above 4%Analyst Corner: Agentic Commerce Is Progressing at Warp Speed, with John HarmonAnalyst Corner: Exploring IKEA’s City Stores Worldwide, with John Mercer
Insight ReportUS CPG Sales Tracker: CPG E-Commerce Spikes and Beauty Sales Growth Jumps, Driven by Prime Day and Competing July 2025 Sales Events Prerana P Kotian, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research July 25, 2025 Reasons to ReadDiscover what’s driving the strongest US CPG e-commerce growth in nearly three years—and which categories are leading the rebound. Read this report to uncover answers to these questions: What factors fueled the one-quarter surge in CPG e-commerce sales in July 2025, and how did Amazon Prime Day influence results? How did growth trends differ across food & beverages, health & beauty, and general merchandise & homecare? Which nonfood categories, particularly beauty, posted standout performances and why? What signals does the sharp rebound in general merchandise & homecare send about consumer behavior and promotional activity? Companies mentioned in this report include: Amazon, Bath & Body Works, Coca-Cola Company, Colgate-Palmolive, Kohl’s, Nestlé, Procter & Gamble, Target, Ulta Beauty, Unilever and Walmart Data in this report include: CPG e-commerce and in-store sales growth rates; category-level growth comparisons (food & beverages, health & beauty, general merchandise & homecare); promotional and event-driven impacts on sales trends. 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 Other research you may be interested in:US CPG Sales Tracker: Growth Momentum Eases Amid Greater Consumer CautionConsumer Sentiment Shows Positive Trend in February: China Consumer Survey InsightsWeekly US Store Openings and Closures Tracker 2026, Week 2: Saks Files for Bankruptcy; Macy’s To Close More Stores; Amazon Plans New SuperstoreWeekly UK Store Openings and Closures Tracker 2026, Week 14: Topps Tiles To Close Stores
InfographicThree Data Points We’re Watching This Week, Week 30: US Retail and the Consumer—Latest Metrics John Mercer, Head of Global Research and Managing Director of Data-Driven Research July 25, 2025 Reasons to ReadOur Three Data Points We’re Watching This Week series spotlights key data points from our research. Discover new US retail and consumer data points in week 30, 2025—on store closures, consumer sentiment and retail sales projections. Dive into the research behind these data points: US Store Openings and Closures Midyear 2025 Review and Outlook: Where Does Retail Real Estate Stand in a Year of Disruption? Consumer Sentiment Continues to Improve; Plus, Online Shopping in Focus: US Consumer Survey Insights July 2025 US Retail Sales Outlook: Projecting 3+% Growth To Continue Amid Mixed Economic Signals This document was generated for Other research you may be interested in:Shoptalk Europe 2026 Insights: From AI to Retail MediaThe Changing Consumer: Insights Presented by Deborah Weinswig at YPO Retail CEO SummitHigh Hopes—Heightened Economic Optimism Entering the New Year: US Consumer Survey InsightsWeekly UK Store Openings and Closures Tracker 2025, Week 53: Nearly 1,550 Stores Opened in 2025
Store TrackerWeekly UK Store Openings and Closures Tracker 2025, Week 30: Marks & Spencer Opens Airside Food Stores Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research July 25, 2025 Reasons to ReadOur Weekly UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the UK. This week, we highlight store openings and closures by Apple, Marks & Spencer, The Works and more. This report presents data up through week 30 of 2025, beginning July 21, 2025. Data in this research report include: Week-by-week comparisons of announced store closures and openings in the UK—2025 vs. 2024 Major UK store closures and openings—2025 and 2024 Companies mentioned in this report include: Apple, Charlotte Tilbury, Frasers, NEXT plc, Marks and Spencer Group, The Original Factory Shop, The Perfume Shop, Select, Victoria’s Secret and The Works 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 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 Other research you may be interested in:Three Data Points We’re Watching This Week, Week 30: US Retail and the Consumer—Latest MetricsAnalyst Corner: Agentic AI—The New Wave of AI Opportunity, with Charlie PoonWeekly US Store Openings and Closures Tracker 2025, Week 12: Forever 21 To Close All Stores; Dollar General Announces Major Store Expansion PlanWeekly US Store Openings and Closures Tracker 2025, Week 38: Global Names, Including LEGO, Monos and Uniqlo, Continue to Expand
Store TrackerWeekly US Store Openings and Closures Tracker 2025, Week 30: Claire’s Reportedly Plans to File for Bankruptcy Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research July 25, 2025 Reasons to ReadOur Weekly US Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the US. This week, we highlight store developments by Alo Yoga, Barnes & Noble, Sheetz, Sundance and more. We also cover reports that Claire’s is considering filing for Chapter 11 bankruptcy for its US operations. This report presents data up through week 30 of 2025, ended July 21, 2025. Data in this research report include: Week-by-week comparisons of announced store closures and openings in the US—2025 vs. 2024 Major US store closures and openings—2025 and 2024 Major US retail bankruptcies—2025 and 2024 Companies mentioned in this report include: Alo Yoga, Barnes & Noble, Claire’s, Daiso, Food City, H-E-B, Lidl, Sheetz, Sundance, Tokyo Central and Von Maur 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 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 Other research you may be interested in:US Store Tracker Extra, May 2026: Boot Barn Takes Total Open Retail Space to 59 Million Square FeetPutting the “AI” in “Airlines”: Insights from CES 2025Retail 2025: US Retail Predictions—Midyear Trends UpdateRetail-Tech Landscape: Retail Media
InfographicRolling Metric Continues Upward Trend: Weekly US Consumer Sentiment, Week 30, 2025—Infographic Coresight Research July 24, 2025 Reasons to ReadThe Weekly US Consumer Sentiment infographic series from Coresight Research takes a regular temperature check on US consumer sentiment in the context of shifts in the macroeconomic landscape. Data in this infographic are proprietary survey findings on: US consumers’ expectations for the economy overall and for their own personal financial situation over the next 12 months Sentiment trends by income (selected insights) Dive into the research behind this infographic: Consumer Sentiment Continues to Improve; Plus, Online Shopping in Focus: US Consumer Survey Insights Other relevant research: All Weekly US Consumer Sentiment infographics (The series launched in early March 2025.) The 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 Other research you may be interested in:Analyst Corner: US Foodservice Growth Prospects To Improve, But Tariff Uncertainty Looms—Market Outlook with Sujeet NaikHead-to-Head in Global Luxury Retailing: Kering vs. LVMHBehind the Low Prices: Assessing Cross-Border Competition between Shein, Temu and Amazon HaulSentiment, Tariffs and Inflation—How Is the US Shopper Reacting? US Consumer Survey Insights
Deep DiveRetail 2025: China Retail Predictions—Midyear Trends Update Charlie Poon, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research July 24, 2025 Reasons to ReadUncover how China’s retail landscape is transforming midyear under the forces of stimulus, AI and shifting consumer priorities. Read this report to discover answers to these and other questions: How have stimulus packages influenced retail sales and consumer sentiment in China so far in 2025? What role are storytelling and immersive experiences playing in reshaping physical retail? How is AI evolving from a backend tool to a front-facing retail experience for consumers? In what ways is the traditional festival-led shopping journey giving way to more diversified and gamified retail interactions? What is the “pingti” trend and how is it redefining value and brand preferences among young Chinese consumers? How are brands and developers capitalizing on tech-driven, experience-focused store concepts in physical retail? Companies mentioned in this report include: Bottega Veneta (Kering), Pinduoduo and Zara (Inditex) Data in this report include: macroeconomic performance and retail sales growth; analysis of AI use cases in consumer-facing retail; examples of new store concepts and experiential retail activations. Other relevant research: Retail 2025: China Retail Predictions Retail 2025: UK Retail Predictions—Midyear Trends Update Retail 2025: US Retail Predictions—Midyear Trends Update Retail 2025: India Retail Predictions—Midyear Trends Update 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 Purchase this report. Buy Now This document was generated for Other research you may be interested in:Earnings Insights 1Q25, Week 6: Costco Wholesale, Deckers Outdoor and Ulta Beauty Report Growth While Department Stores Face Challenges—InfographicFinancial Sentiment Turns Positive: Weekly US Consumer Sentiment, Week 51, 2025—Data GraphicWeekly US Store Openings and Closures Tracker 2026, Week 5: Saks Global To Close StoresWeekly UK Store Openings and Closures Tracker 2025, Week 28: Watches of Switzerland Pulls Back on UK Store Estate
Deep DiveRetail 2025: India Retail Predictions—Midyear Trends Update Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research July 24, 2025 Reasons to ReadUncover the surprising shifts redefining India’s retail landscape in 2025—and what’s coming next. Read this report to discover answers to these and other questions: How is quick commerce expanding into smaller cities, what challenges are emerging as it grows beyond metros and how are legacy players like Reliance disrupting the space? How are India’s kirana stores digitally evolving in response to quick-commerce pressures? Where are retailers and mall developers focusing their expansion—and what’s driving the boom in Tier 2 and Tier 3 cities? What is powering India’s luxury retail surge—and how are global brands investing in this fast-growing market? Companies mentioned in this report include: Amazon, Blinkit, Chanel, DLF Retail, DMart, Eli Lilly, Flipkart, H&M, ITC, Jacadi Paris, Jiomart, Maje, Myntra, Novo Nordisk, Qlocktwo, Reliance Retail, Shein, Snitch, Swiggy, Urbanic, Walmart, Yoga Bar, Zepto and Zudio. Data in this report include: Quick-commerce expansion and profitability metrics; retail leasing activity and mall development in Tier 2/3 cities; GenAI deployment use cases; luxury retail growth forecasts; and consumer demand shifts linked to weight-loss drugs and wellness retail trends. Other relevant research: Retail 2025: India Retail Predictions Retail 2025: UK Retail Predictions—Midyear Trends Update Retail 2025: US Retail Predictions—Midyear Trends Update 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 Purchase this report. Buy Now This document was generated for Other research you may be interested in:AI Insights: Tracking AI’s Biggest Shifts with the AI IMPACT FrameworkAnalyst Corner: The Brave New World of Agentic Shopping, with John HarmonSingles’ Day 2025 Around the World—Global ObservationsMarch 2026 US Retail Sales Outlook: Forecasting Continued Growth with Gradual Softening
Insight ReportJuly 2025 US Retail Sales Outlook: Projecting 3+% Growth To Continue Amid Mixed Economic Signals Madhav Pitaliya, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research July 23, 2025 Reasons to ReadUnderstand how resilient retail sales are shaping up amid uncertainty around tariffs, inflation and consumer sentiment. 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 second half of 2025? 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 Other research you may be interested in:Analyst Corner: What We Learnt from Our Ninth Annual Amazon Apparel US Consumer Survey, with Aditya KaushikWeekly US and UK Store Openings and Closures Tracker 2025, Week 4: Store Closures Near 2,100 in the USShoptalk Spring 2025 “Shark Reef” Startup Pitch: Preview—12 Innovators Leveling Up the Customer Experience and Streamlining OperationsWeekly UK Store Openings and Closures Tracker 2025, Week 28: Watches of Switzerland Pulls Back on UK Store Estate
Deep DiveRetail 2025: US Retail Predictions—Midyear Trends Update Anand Kumar, Associate Director of Research Sector Lead: Anand Kumar, Associate Director of Retail Research July 23, 2025 Reasons to ReadDiscover the six trends reshaping US retail at midyear 2025—from AI breakthroughs to regulatory shifts transforming marketplaces. Read this report to discover answers to these and other questions: How are convenience, pet, and discount retailers driving revenue through retail media networks and retail-as-a-service? Why are domestic e-commerce marketplaces scaling while Shein and Temu face mounting pressure from regulatory change? What’s behind the surge in adoption of in-store technologies like AI-powered carts and checkout systems? How are retailers embedding Generative AI into everything from pricing engines to loyalty programs? In what ways are GLP-1 medications such as Ozempic and Mounjaro driving major shifts in consumer demand for food and fashion? Data in this report include: US retail media advertising revenue and growth; retailer adoption levels of in-store technologies; GenAI use cases and investment outcomes; e-commerce marketplace expansion plans. Companies mentioned in this report include: Amazon, CookUnity, Danone (Oikos), Instacart, Kroger, Lowe’s, Lululemon, Nestlé, Salesforce, Schnucks, Shein, Target, Temu, Ulta Beauty, Urban Outfitters, Walmart, Wayfair, Wesco. 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 Purchase this report. Buy Now This document was generated for Other research you may be interested in:Holiday 2025: US Consumer Survey and Retail Outlook—From Social to Smart: AI Becomes the New Driver of Holiday Discovery and ValueWorld Retail Congress 2025 Insights: Consensus on Tariffs Floor, AI Risks in Adaptive Apparel, Smart Scaling in FocusThree Data Points We’re Watching This Week UK Store Openings and Closures—2024 Review and 2025 OutlookCanada Store Openings and Closures Tracker 2025: Bankrupt Hudson’s Bay Company Takes Total Closures Ahead of Openings
