InfographicThree Data Points We’re Watching This Week, Week 27: US Retail Faces Headwinds Georgina Smith, Head of Editorial July 4, 2025 Reasons to ReadOur Three Data Points We’re Watching This Week series spotlights key data points from our research. Discover key data points we are watching in week 27 of 2025. This week, we highlight headwinds for US retail, covering store closures, decelerating in-store CPG sales and consumers’ price sensitivity amid tariffs. Dive into the research behind these data points: US Store Tracker Extra, June 2025: 120+ Million Square Feet of Retail Space To Close This Year, Outpacing Openings by Over 1.5X US CPG Sales Tracker: E-Commerce Sustains Double-Digit Growth Rate; In-Store Sales Expansion Slows US Back to School 2025: Early Shopping, Tariff Worries and Strategic Choices Shape BTS 2025 Other relevant research: View our full collection of store tracker reports, covering the UK, the US and Canada. All our coverage of tariffs Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles. The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. All graphics in the Three Data Points series This document was generated for Other research you may be interested in:3Q25 Earnings Season Wrap-Up: 84% of Companies Grow Sales, 77% Beat Top-Line Consensus in a Solid Quarter for Discount, Off-Price and Specialty ApparelUS Store Tracker Extra, January 2025: 50+ Million Square Feet of Retail Space Slated To Close This YearThree Data Points We’re Watching This Week, Week 28: US Retail and Consumer LatestUS Tariffs: Three Actions for Risk Mitigation and Long-Term Positioning
Store TrackerUS Store Tracker Extra, June 2025: 120+ Million Square Feet of Retail Space To Close This Year, Outpacing Openings by Over 1.5X Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research July 4, 2025 Reasons to ReadIn June 2025, announced store closures by At Home and New Rite Aid, which have filed for bankruptcy, pushed the total amount of retail space to close in the US this year to over 120 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 June 27, 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: Burlington Stores, Casey’s, Dollar Tree, Kroger, New Rite Aid, Torrid, Ulta Beauty Other relevant research: More research reports on physical retail 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 Other research you may be interested in:Amazon Apparel US Consumer Survey 2025: New Shoppers, Deeper Loyalty—InfographicRetailTech: Three Technologies Landlords Can Use to Take Malls to the Next LevelGroceryshop 2025 Day Four: AI and Data Are Driving Shopper Journeys and Unified OrganizationsWeekly UK Store Openings and Closures Tracker 2025, Week 22: Marks & Spencer Announces Additional Store Openings
InfographicPositivity About Personal Finances Continues: Weekly US Consumer Sentiment, Week 27, 2025—Infographic Coresight Research July 3, 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) This week, we point to continued improvement in consumers’ financial expectations, which are diverging further from lagging economic sentiment. The latest data in this infographic are from our survey conducted on June 23, 2025. Dive into the research behind this infographic: Positivity About Personal Finances Continues; Walmart Leads Mass Merchandisers and Warehouse Clubs: 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:Weekly UK Store Openings and Closures Tracker 2026, Week 13: Superdry To ExpandSNAP Policy Changes and Funding Cuts: Impact on RetailersHoliday 2025: US Consumer Survey and Retail Outlook—From Social to Smart: AI Becomes the New Driver of Holiday Discovery and ValueAnalyst Corner: Previewing CES 2026, with John Harmon
Deep DivePositivity About Personal Finances Continues; Walmart Leads Mass Merchandisers and Warehouse Clubs: US Consumer Survey Insights Aditya Kaushik, Analyst July 2, 2025 Reasons to ReadThe Coresight Research weekly US Consumer Survey Insights series takes a regular temperature check on US consumers’ behaviors and sentiment, based on exclusive proprietary survey data. This week, in addition to our usual weekly findings on consumer sentiment, activities and shopping patterns, we dive into findings on mass merchandiser and warehouse club shopping specifically. Uncover popular retailers and the most bought categories in these sectors. The latest data in this report are from our survey conducted on June 23, 2025, with headline findings on the dominance of Walmart among mass merchandisers and warehouse clubs (by shopper penetration). We also highlight continued improvement in consumers’ financial expectations, which are diverging further from lagging economic sentiment. Data in this research report are our latest proprietary survey findings on: Popular retailers and product categories among mass merchandiser and warehouse club shoppers Consumers’ expectations for the economy overall and for their own personal financial situation—plus, breakdowns of our findings by income Where consumers have bought food and nonfood products from in the last two weeks What consumers have bought in-store and online in the last two weeks Activities that consumers have done in the past two weeks Companies mentioned in this research report include: BJ’s Wholesale Club, Costco, Sam’s Club, Target, Walmart Other relevant research: Our Weekly US Consumer Sentiment infographic series complements our survey reports with selected findings on consumers’ financial and economic expectations each week. US Mass Merchandisers, Warehouse Clubs and Discount Stores— Retail 2025 Sector Outlook: Essentials To Fuel Revenue Growth Where Shoppers Live vs. Where They Shop: US Consumer Survey Insights Extra All our coverage of mass merchandisers, discount stores and warehouse clubs 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:Introducing the New Tech 25 for ’25: Retail-Tech Companies To Watch—InfographicWeekly UK Store Openings and Closures Tracker 2025, Week 24: Matalan To Open Stores; Poundland Continues To Shutter StoresCoresight Research Agenda for 2026—Retail’s Strategic Imperatives: Premium Subscriber CallFinancial Sentiment Turns Positive Ahead of Rate Cut: US Consumer Survey Insights
Event PresentationNextGen 2025 Highlights: Coresight Research Premium Subscriber Call, July 2025 Anna Beller, Vice President of AdvisoryJiayue Zhao, Strategy ConsultantJohn Harmon, CFA, Managing Director of Technology ResearchMax Kahn, President July 2, 2025 Reasons to ReadThe Coresight Research NextGen 2025: Retail, Real Estate & the New Consumer conference, held on June 23, 2025, brought together a curated mix of leaders and innovators to dive into the shifts reshaping how we build, operate and connect. The event agenda put a sharp focus on AI (artificial intelligence), the evolving consumer and the spaces where commerce comes to life. On July 1, 2025, the Coresight Research team shared our takeaways from this conference in the latest Premium Subscriber Call, providing insights on critical topics impacting retail operations in 2025 and beyond. Read this presentation to explore five key themes from NextGen 2025, from the power of AI to the retail media opportunity to agile supply chains. Premium subscribers can watch the on-demand webinar replay here. Featured speakers on the Coresight Research team: Maxwell Kahn, President Anna Beller, Director of Special Projects John Harmon, Managing Director of Technology Research Jiayue Zhao, Strategy Consultant Other relevant research: Shaping What’s Next in Retail—Physical Retail, AI, Retail Media: Insights from NextGen 2025, a Coresight Research Conference All our insights on retail media, supply chain and AI in retail More event coverage from Coresight Research Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. Catch up on previous Premium Subscriber Calls 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 Other research you may be interested in:Economic Sentiment Turns Positive Ahead of Tariff Deadline; Plus, Department Store Shopping in Focus: US Consumer Survey InsightsUnilever’s Exit from Food Pitches It Head to Head with Procter & Gamble in HPCConsumer Sentiment Hits New Low; Many Consumers Cut Back on Eating Out Amid High Gas Prices: US Consumer Survey InsightsFinancial Confidence Ticks Up Again: Weekly US Consumer Sentiment, Week 20, 2025—Infographic
Deep DiveUS Back to School 2025, Part 1: Early Shopping, Tariff Worries and Strategic Choices Shape BTS 2025 Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research July 1, 2025 Reasons to ReadWe kick off our US Back to School 2025 series of reports by diving into proprietary survey findings on US consumers’ spending expectations for the BTS (back-to-school) season. When will consumers start shopping for BTS, and how much will they spend? How are inflation and tariffs impacting BTS 2025 shopping behavior? In which categories are consumers willing to shop resale? Read this report to find out! Data in this research report include: When consumers will shop for BTS, 2025 vs. 2024 How much consumers expect to spend on BTS per child How much consumers expect to spend on BTS compared to 2024—overall (in dollar and volume terms) and breakdowns by income, geography and school level The impacts of inflation and tariffs on BTS shopping Attitudes to BTS shopping—including spending on online learning tools, budget changes and openness to resale Other relevant research: Analyst Corner: Five Back-to-School Shopping Trends to Watch, with Madhav Pitaliya Retail Under Pressure: How Will Tariffs Disrupt the Back-to-School and Holiday Seasons? 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:December 2025 US Retail Sales Outlook: Projecting 3+% Growth for the New YearInnovator Profile: Buncha—Efficient Neighborhood Grocery Delivery Via Consolidated RoutesUS Department Stores—Real Estate Insights: The Strategic Real Estate Reset from Flagships to FootprintWeekly UK Store Openings and Closures Tracker 2025, Week 21: Greggs Drives Store Closures—And Openings
Insight ReportUS CPG Sales Tracker: E-Commerce Sustains Double-Digit Growth Rate; In-Store Sales Expansion Slows Prerana P Kotian, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research July 1, 2025 Reasons to ReadThe Coresight Research and Circana monthly US CPG Sales Tracker provides our data-driven analysis of sales trends in the US CPG (consumer packaged goods) industry—covering the product categories of food & beverages, health & beauty, and general merchandise & homecare. How is the pace of CPG e-commerce growth shifting, and what macro and consumer trends are sustaining it? Which departments are driving or dragging total and online sales performance? Which product categories are seeing the strongest momentum across online and in-store channels? Find out with this report, which presents key insights for the four weeks ended June 15, 2025. Data in this research report include: CPG sales growth—e-commerce, in-store and in total E-commerce and total CPG sales growth by category type Food & beverages department breakdown by category: e-commerce and total sales growth Nonfood department breakdown by category: e-commerce and total sales growth Other relevant research: More reports in our US CPG Sales Tracker series Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles 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:Self-Service Technology: Powering The Modern In-Store Experience and OperationsWeekly UK Store Openings and Closures Tracker 2026, Week 14: Topps Tiles To Close StoresFinancial Sentiment Hits a Year-to-Date High: Weekly US Consumer Sentiment, Week 33, 2025—InfographicKey Festivals and Holidays for Promotional Campaigns in China in 2026: Calendar
Analyst CornerAnalyst Corner: Five Back-to-School Shopping Trends to Watch, with Madhav Pitaliya Madhav Pitaliya, Analyst June 29, 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, Madhav Pitaliya, Analyst, discusses the back-to-school (BTS) shopping trends we are watching in 2025. Each year, Coresight Research surveys hundreds of parents of school-age children in the US to assess expected spending levels and shopping behavior for BTS. We will soon release in-depth research reports on findings from our latest survey, conducted in June 2025. Ahead of that series, we share preliminary findings and their implications. When, where and how will BTS shoppers spend? Look out for our upcoming three-part BTS series to find out. We also highlight 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 presents three consumer-focused predictions that will define retail’s trajectory in the second half of 2025, from stagflation to private-label expansion. 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:Sentiment; Tariff Perceptions; Inflation Reactions—Taking the Consumer Pulse on Essentials: US Consumer Survey InsightsWeekly US Store Openings and Closures Tracker 2025, Week 12: Forever 21 To Close All Stores; Dollar General Announces Major Store Expansion PlanThree Data Points We’re Watching This Week, Week 10: Inflation, Tariffs and Consumer SentimentUS Beauty Retailing: Market Forecast and Competitive Landscape—From Rebound to Reinvention in 2026
Insight Report1Q25 Retail Inventory Insights: Lean Inventory, Tariff Mitigation, Supply Chain Adjustments Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research June 27, 2025 Reasons to ReadOur quarterly US Retail Inventory Insights series analyzes retail inventory data. In this report, we present inventory turnover ratios by sector and for selected major retailers in the first quarter of 2025 (1Q25). Dive into key commentary on inventory trends, planning and challenges, and discover the answers to the following questions: How are leading retailers adapting their inventory strategies to navigate tariffs, margin pressures and supply chain disruption? What drove divergent inventory turnover trends across retail sectors, and which categories saw the biggest shifts? What role is AI (artificial intelligence) playing in enhancing inventory visibility and operational efficiency for some retailers? We analyze inventory levels across 11 sectors: beauty, department stores, discount stores, drugstores, electronics, food and grocery, home and home-improvement, luxury, mass merchandisers, specialty apparel, and warehouse clubs. The companies featured in this series are among those listed in the Coresight 100. Data in this report include: Inventory turnover ratios by quarter (for the latest quarter and the prior eight quarters) Year-over-year changes in inventory values of covered US retailers for the latest quarter and the prior quarter Companies mentioned in this report include: American Eagle Outfitters, Aritzia, Bath & Body Works, Costco, Dollar Tree, The Home Depot, Kohl’s, Kroger, Lowe’s Companies, Macy’s, Tapestry, Target, The TJX Companies, Ulta Beauty, Walmart Other relevant research: Read the previous report in the series, which looks at 4Q24. Discover more research reports on retail management and supply chain 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:Innovator Profile: PlayAbly—Creating Engaging, Branded Experiences with AI-Powered Shoppable GamesUS Store Tracker Extra, January 2026: More than 24 Million Square Feet of Retail Space Slated To Open This YearAnalyst Corner: Decoding the Resurgence of Online Grocery Retail in the US, with Sujeet NaikAnalyst Corner: Controversy Persists Around Price Gouging with Electronic Shelf Labels, with John Harmon
Store TrackerWeekly US Store Openings and Closures Tracker 2025, Week 26: Kroger To Close 60 Stores Aaron Mark Dsouza, Data Analyst June 27, 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 Gardner White, Kroger and more, as well as the appointment of a new Chief Financial Officer at Ahold Delhaize. This report presents data up to week 26 of 2025, ended June 27, 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: Ahold Delhaize, Gardner White, Lidl, Kroger 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:Head-to-Head in Global Luxury Retailing: Kering vs. LVMHUS Store Tracker Extra, March 2026: Total Opened Retail Space Exceeds 50 Million Square FeetAnalyst Corner: US Retail Inflation Rises to Its Highest Level in 2.5 Years, with John Mercer2026 Sector Outlook: US Retail—Steady Retail Expansion in a More Stable Economic Environment
Store TrackerWeekly UK Store Openings and Closures Tracker 2025, Week 26: River Island To Close 30+ Stores Aaron Mark Dsouza, Data Analyst June 27, 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 closures by New Look and River Island, among other developments, as well as the announcement of a new Chief Commercial Officer at Asda. This report presents data up to week 26 of 2025, ended June 27, 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: Asda, Farmfoods, New Look, Poundland, River Island 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:Retail 2025: UK Retail Predictions—Midyear Trends UpdateGroceryshop 2025 “Shark Reef” Startup Pitch Competition: Innovator ProfilesGroceryshop 2025 Day Two: Unlocking Growth with AI, GLP-1 Shifts and Retail MediaWeekly US Store Openings and Closures Tracker 2026, Week 17: Wren Kitchens Shuts All US Stores
InfographicThree Data Points We’re Watching This Week, Week 26: US Consumer Survey Insights John Mercer, Head of Global Research and Managing Director of Data-Driven Research June 27, 2025 Reasons to ReadOur Three Data Points We’re Watching This Week series spotlights key data points from our research. Discover key data points we are watching in week 26 of 2025. This week, we present highlights from our US consumer survey analysis, covering financial optimism, and off-price and dollar-store shopping. Dive into the research behind these data points: Financial Confidence Reaches Five-Month High; TJX Dominates Off-Price Retail; Dollar Tree Leads Dollar Stores: US Consumer Survey Insights Other relevant research: The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. All graphics in the Three Data Points 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 Other research you may be interested in:US CPG Sales Tracker: Health and Beauty Lead Growth Amid E-Commerce SlowdownInnovator Profile: Merchkit—AI-powered product catalog automation platformInnovator Profile: Wayvee Analytics—Analyzing Customer Emotions to Boost Store and Shelf PerformanceTaking the Temperature on Tariffs Ahead of August 1: How Are Different Consumer Groups Reacting? US Consumer Survey Insights Extra
Event CoverageRevving Up the Flywheel: Insights from the Inaugural Amazon Prime Analyst Day John Harmon, CFA, Managing Director of Technology Research June 26, 2025 Reasons to ReadOn June 3–4, 2025, Coresight Research attended Amazon’s two-day inaugural Prime Analyst Day in its Seattle, Washington, headquarters and toured a same-day fulfillment facility. How is Amazon redefining Prime as a high-value membership platform rather than just a shipping perk? What is the new Alexa+ offering and why is it a potential game-changer? What did the company have to say about “Buy with Prime”? What technologies are driving Amazon’s same-day fulfillment operations to new levels of speed and efficiency? Dive into key highlights and strategic insights from our experience to discover the answers to these questions. We detail key focus areas in Prime membership benefits and offer our impressions of the fulfillment center. Other relevant research: All our coverage of Amazon’s Prime Day Retailer Dashboard: Amazon The Amazon Databank brings together a range of proprietary Coresight Research data on Amazon, with a focus on its US retail and marketplace operations. 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:How Will Tariffs Impact China’s Singles’ Day 2025? Six Months To Go—What Brands and Retailers Need to KnowThe Great Retail Reset: When Cost, Culture, and AI CollideThe Next Frontier of CommerceEarnings Insights 1Q25: Wrap-Up—Growth Outpaces Declines Across Most Sectors
InfographicFinancial Confidence Reaches Five-Month High: Weekly US Consumer Sentiment, Week 26, 2025—Infographic Coresight Research June 26, 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) This week, we point to continued improvement in consumers’ financial outlook, with expectations reaching a five-month high. The latest data in this infographic are from our survey conducted on June 16, 2025. Dive into the research behind this infographic: Financial Confidence Reaches Five-Month High; TJX Dominates Off-Price Retail; Dollar Tree Leads Dollar Stores: US Consumer Survey Insights Accompanying this infographic is a research video. Hear from John Mercer, Head of Global Research and Managing Director of Data-Driven Research, on the trends we are seeing in US consumer sentiment. Other relevant research: All Weekly US Consumer Sentiment infographics (The series launched in early March 2025.) 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 Is Steady; Tariffs Pessimism Eases; Trading Down Rises Slightly: US Consumer Survey InsightsWeekly US Store Openings and Closures Tracker 2025, Week 25: Furniture Frenzy—At Home’s Bankruptcy, Ashley’s Store Renewal and Openings from IKEA, Wayfair and MorePowering Next-Gen Retail Stores with Advanced Network ConnectivityAmazon Apparel US Consumer Survey 2026: Premium Subscriber Call Presentation
Deep DiveFinancial Confidence Reaches Five-Month High; TJX Dominates Off-Price Retail; Dollar Tree Leads Dollar Stores: US Consumer Survey Insights Aditya Kaushik, Analyst June 25, 2025 Reasons to ReadThe Coresight Research weekly US Consumer Survey Insights series takes a regular temperature check on US consumers’ behaviors and sentiment, based on exclusive proprietary survey data. This week, in addition to our usual weekly findings on consumer sentiment, activities and shopping patterns, we dive into findings on off-price and dollar-store shopping specifically. Uncover shopping rates, popular retailers and the most bought categories in these sectors. The latest data in this report are from our survey conducted on June 16, 2025, with headline findings on the dominance of The TJX Companies and Dollar Tree by off-price and dollar-store (respectively) shopper penetration. We also highlight continued improvement in consumers’ financial expectations. Data in this research report are our latest proprietary survey findings on: Whether consumers have bought from off-price retailers or dollar stores in the past three months Popular retailers and product categories among off-price and dollar-store shoppers Consumers’ expectations for the economy overall and for their own personal financial situation—plus, breakdowns of our findings by income Where consumers have bought food and nonfood products from in the last two weeks What consumers have bought in-store and online in the last two weeks Activities that consumers have done in the past two weeks Companies mentioned in this research report include: Dollar Tree/Family Dollar, Dollar General, The TJX Companies Other relevant research: Market Outlook: Off-Price Is On Top as Growth Continues June 2025 US Retail Sales Outlook: Projecting Solid Growth as Consumer Sentiment Continues to Recover 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:Store of the Future: Unlocking Performance Through InnovationMixed Signals—Economic Optimism Continues But Consumers Feel the Strain on Personal Finances: China Consumer Survey InsightsStore Growth and Tenant Shifts at US Malls: Analyzing Trends by Tier with the Store Intelligence PlatformMay 2025 US Retail Sales Outlook: Projecting 3% Growth Amid Low Sentiment and Front-Loaded Purchases
