Insight ReportThree Months to Singles’ Day 2025: Simplified Promotions, Government Support and Payment Ecosystem Convergence To Fuel Growth Sophie Anne Luo, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research August 11, 2025 Reasons to ReadDiscover how simplified promotions, state-backed subsidies and payment ecosystem integration are set to redefine Singles’ Day 2025 and reshape China’s e-commerce landscape. Read this report to discover answers to these and other questions: How are leading platforms simplifying promotions to boost transparency, trust and conversion rates during Singles’ Day 2025? What scale of government stimulus funding is being deployed, and how will subsidies for big-ticket items drive festival sales? How will the convergence of e-commerce platforms and payment ecosystems create a seamless checkout experience and expand consumer reach? Companies mentioned in this report include: Alibaba, Alipay, Apple, Douyin, Ele.me, Fujifilm, Insta360, JD.com, Kuaishou, Meituan, Pinduoduo, Taobao, Tmall, Tencent and WeChat. Data in this report include: annual e-commerce GMV growth by platform type; year-over-year sales growth for subsidized categories; consumer demographics for WeChat Pay integration; cross-border transaction 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
Market Navigators/Market OutlookUS Grocery Retailing—Themes, Concepts and Innovators: Opportunities Ahead Amid Increased Market Concentration Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research August 11, 2025 Reasons to ReadDespite the collapse of the Kroger-Albertsons merger, market concentration in the US grocery sector is likely to rise over the coming years, especially among regional chains. Dive into the reasons behind this and other major themes in the US grocery market, as well as the technologies and innovators set to shake up the space. Ahead of our 2025 Market Navigator on US grocery retailing, we explore the key trends and themes we are watching in the space, our blue-sky thinking and the retail innovators we are watching. Read this report to discover answers to these and other questions: In what ways will major retailers evolve into full-stack grocery platforms by 2030? How will demographic shifts—such as an aging population and rising diversity—transform grocery demand and store formats? What is driving Amazon’s renewed push into the grocery sector, and how will it compete on price and convenience? Why are grocery discounters and dollar stores intensifying sector-wide margin pressure, and how are traditional grocers responding? What will be the impact of recent changes to the Supplemental Nutrition Assistance Program (SNAP)? Data in this report include: US grocery discount channel and total grocery market sales and sales projections; private-label versus name brand grocery sales growth and penetration rates; selected retailers’ store counts over time; demographic and household composition forecasts; competitive positioning of grocery discounters; in-store retail media adoption and capabilities. Companies mentioned in this report include: Ahold Delhaize, Albertsons, Aldi, Amazon, Dollar General, Kroger, Lidl, Publix, Save A Lot, Sprouts Farmers Market and Walmart. Other relevant research: Market Navigator: US Grocery Retailing—Igniting Unit Growth in a Low-Inflation Environment Grocery Retailing—US Real Estate Insights: Value and Specialty Grocers Lead Store Expansion as Traditional Retailers Lag Behind US Grocery—Retail 2025 Sector Outlook: Volume Growth Headwinds To Continue 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 Purchase this report. Buy Now This document was generated for
Analyst CornerAnalyst Corner: Wayfair Turns a Profit for the First Time in Four Years—Four Drivers of Its Performance, with Madhav Pitaliya Madhav Pitaliya, Analyst August 10, 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 key drivers and trends that drove the recent performance of online home-goods retailer Wayfair, in which it turned a quarterly profit for the first time since 2021. 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 “push and pull” effect we are witnessing, whereby digital channels are adding greater convenience as physical stores lose some of their competitive edge around convenience, service and immediacy. Economic Sentiment Climbs; Walmart Overtakes Lowe’s in Home-Improvement Sector: US Consumer Survey Insights US Home and Home Improvement—Retail 2025 Sector Outlook: A Modest Recovery with a Focus on Pro See all our coverage of digital commerce and physical commerce. This document was generated for
Store TrackerWeekly UK Store Openings and Closures Tracker 2025, Week 32: Co-op Opens New-Format Micro Store Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research August 8, 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 Co-op, Sleep.8, Frasers Group, Mountain Warehouse, Next and more. This report presents data through week 32 of 2025, beginning August 4, 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: Co-op, Frasers Group, Lucy & Yak, Mountain Warehouse, Next, Pop Mart and Sleep.8 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 32: Claire’s Files for Bankruptcy—Potentially 1,137 Stores To Close Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research August 8, 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 cover the impacts of Claire’s bankruptcy, with potentially 1,100+ stores to close. This report presents data through week 32 of 2025, beginning August 4, 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: At Home, Claire’s, Mattress land, Sleep Number, Murphy, Publix Super Markets, Apple, LEGO, The Paper Store and Walmart 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
InfographicThree Data Points We’re Watching This Week, Week 32: US Store Tracker Extra John Mercer, Head of Global Research and Managing Director of Retail Research August 8, 2025 Reasons to ReadOur Three Data Points We’re Watching This Week series spotlights key data points from our research. Discover selected data insights from Coresight Research. This week, we focus on US store data. Dive into the research behind these data points: US Store Tracker Extra, July 2025: 127 Million Square Feet of Retail Space To Close, Outpacing Openings by 60% Other relevant research: View our full collection of store tracker reports, covering the UK, the US and Canada. The US and UK Store Tracker Databank All graphics in the Three Data Points series This document was generated for
InfographicFinancial Sentiment At Highest Level Year to Date: Weekly US Consumer Sentiment, Week 32, 2025—Infographic Coresight Research August 7, 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: Economic Sentiment Turns Positive Ahead of Tariff Deadline; Plus, Department Store 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
Event PresentationDisrupting Retail: Lessons from SHEIN and TEMU on Redefining Consumer Engagement and Supply Chain Innovation Max Kahn, President August 6, 2025 Reasons to ReadOn August 6, 2025, Maxwell Kahn, President of Coresight Research, presented at SACSC Congress 2025 in Cape Town, South Africa. The annual event, hosted by the South African Council of Shopping Centres, brought together senior leaders across retail, real estate and consumer goods to explore the forces transforming the global retail landscape. During his presentation, Kahn shared insights on the rise of ultra-fast fashion platforms—and how companies like Shein and Temu are disrupting traditional retail through agile supply chains, digital-native marketing and real-time consumer engagement. We explored how these fast-scaling models are reshaping the industry and what they mean for the future of retail in both global and African markets. We sought to answer three key questions to help businesses understand and navigate this disruption: What lessons can be learned from the success of Shein and Temu? How are these companies redefining supply chain speed, personalization and scalability? What are the implications for retailers and brands operating in today’s rapidly evolving market? This presentation also touches on AI (artificial intelligence), data-driven operations, platform economics, demand forecasting, localized fulfillment and strategies for innovation and growth in a competitive retail environment. Relevant research: What Can Retailers Learn from Shein and Temu?: Premium Subscriber Call, February 2025 Retail 2025: 10 AI Trends—An Inflection Point in the GenAI Revolution US and China E-Commerce—Retail 2025 Sector Outlook: Online Sales To Maintain Strong Growth Momentum More research on e-commerce and the supply chain 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
Store TrackerUS Store Tracker Extra, July 2025: 127 Million Square Feet of Retail Space To Close, Outpacing Openings by 60% Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research August 6, 2025 Reasons to ReadIn July 2025, announced store closures by At Home, Ace Hardware and Save A Lot pushed the total amount of retail space to close in the US this year to 127 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 August 1, 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: Alimentation Couche-Tard, Aritiza, At Home, Daiso, Tractor Supply, Watches of Switzerland and Whole Foods Market. 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
Deep DiveEconomic Sentiment Turns Positive Ahead of Tariff Deadline; Plus, Department Store Shopping in Focus: US Consumer Survey Insights Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research August 4, 2025 Reasons to ReadUnderstand how US consumer sentiment and department store shopping behaviors are evolving amid economic uncertainty. 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 Kohl’s and Macy’s dominance—and other department stores gaining momentum—in department store retail? Which product categories are gaining or losing share in department store shopping, and what does that say about consumer priorities? Data in this research report include: Consumer sentiment by income group and week; department store shopper penetration by retailer and category; department store trends including purchase rates and retailer popularity. Companies mentioned in this report include: Albertsons Companies, Amazon, Costco, Dollar General, Dollar Tree, eBay, JCPenney, Kohl’s, Kroger, Macy’s, Neiman Marcus, Nordstrom, Saks Fifth Avenue, 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
Analyst CornerAnalyst Corner: The Shifting “Friction Gap” Between Stores and E-Commerce Is Benefitting Digital Channels, with John Mercer John Mercer, Head of Global Research and Managing Director of Retail Research August 3, 2025 Reasons to ReadThis week, John Mercer, Head of Global Research and Managing Director of Data-Driven Research, discusses the “push and pull” effect we are witnessing, whereby digital channels are adding greater convenience as physical stores lose some of their competitive edge around convenience, service and immediacy. 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 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. Retail 2025: UK Retail Predictions—Midyear Trends Update See all our coverage of digital commerce and physical commerce This document was generated for
Insight ReportChina’s 6.18 Shopping Festival 2025: Promotion Rules Simplified, Extended Festival Duration and Governmental Strategies Sophie Anne Luo, Analyst August 1, 2025 Reasons to ReadDiscover how China’s 6.18 Shopping Festival 2025 is reshaping e-commerce strategy and consumer behavior. Read this report to discover answers to these and other questions: How are simplified promotion rules transforming the shopping experience and boosting consumer trust? What impact does the extended festival duration have on sales patterns and buyer engagement? How are government trade-in programs and subsidies fueling consumption and shaping retailer strategies? Companies mentioned in this report include: Apple, Douyin, Fujifilm, Insta360, JD.com, Kuaishou, Pinduoduo, Taobao and Tmall. Data in this report include: year-over-year sales growth rates by platform; parcel volume growth across festival phases; timing of festival periods by platform; key performance metrics from JD.com and Tmall (brand expansion, order volumes and GMV growth); government subsidy impacts on category sales. Other relevant research: Read the full series of China Consumer Survey Insights reports. The Coresight Research China Retail Sales Databank brings together retail sales data to help you understand the trajectory of retail in China. Key Festivals and Holidays for Promotional Campaigns in China in 2025: Calendar More research reports on China 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
Store TrackerWeekly UK Store Openings and Closures Tracker 2025, Week 31: Greggs Opens More than 60% of Its Announced Store Openings Aaron Mark Dsouza, Data Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research August 1, 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 Greggs, Pandora, Victoria’s Secret, Walgreens Boots Alliance and more. This report presents data up through week 31 of 2025, beginning July 28, 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: Greggs, Jollyes, LEGO, Pandora, Pureseoul, Smiggle, The Works, Victoria’s Secret and Walgreens Boots Alliance. 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
InfographicThree Data Points We’re Watching This Week, Week 31: US Consumer Sentiment, AI Investments and Canada Stores John Mercer, Head of Global Research and Managing Director of Retail Research August 1, 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 31 of 2025. This week, we highlight US consumer sentiment, AI investments and Canada store openings and closures. Dive into the research behind these data points: Mixed Sentiment Trends Ahead of August 1 Tariffs; Plus, Luxury Shopping in Focus: US Consumer Survey Insights The New AI Unicorn—Reka AI Secures $110 Million from NVIDIA and Snowflake: What You Need to Know Canada Store Openings and Closures Tracker 2025: Bankrupt Hudson’s Bay Company Takes Total Closures Ahead of Openings Other relevant research: The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. View our full collection of store tracker reports, covering the UK, the US and Canada. All graphics in the Three Data Points series This document was generated for
Store TrackerWeekly US Store Openings and Closures Tracker 2025, Week 31: Trader Joe’s Continues Store Expansion Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research August 1, 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 At Home, Tractor Supply Company, Trader Joe’s and more. This report presents data up through week 31 of 2025, beginning July 28, 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: At Home, Bed Bath & Beyond Home, Good American, H-E-B, Lidl, Loewe, Sears, Seasalt Cornwall, Tractor Supply Company, Trader Joe’s and Wawa. 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
