Insight ReportUS Forecast To See Multibillion-Dollar Hit from Falling International Visitor Spend: Another Retail Headwind John Mercer, Head of Global Research and Managing Director of Data-Driven Research June 2, 2025 Reasons to ReadWhat is the outlook for international visitor numbers, spending and spending at retail? We look at recent data and discuss the implications for the US economy. Dive into trends and projections, and understand which sectors we believe will see the biggest impacts from changes in tourist spending this year. Data in this research report include: Year-over-year change in international visitors to the US, in total and from selected countries, by month—January 2024–April 2025 Estimated shopping spend by international visitors to the US in 2025 Companies mentioned in this report include: Avolta, International Trade Association, LVMH, World Travel & Tourism Council Other relevant research: More reports covering macroeconomics 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: Why India Retail is Primed for a Blockbuster Festive-Sale Season, with Manik BhatiaA Guide to NRF 2026 Retail’s Big Show: The Next Now—Key Insights Shaping the Future of RetailInnovator Profile: Relocalize—Hyper-Local Production with Autonomous Micro-Factories to Cut Costs and Reduce WasteUS Retail Sales Outlook: Retail Sales Projections Moderate for the Holiday Quarter
Analyst CornerAnalyst Corner: Chinese Consumers Still Embrace International Brands—If Those Brands Deliver: Three Key Findings from a New Study, with John Harmon John Harmon, CFA, Managing Director of Technology Research June 1, 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, John Harmon, Managing Director of Technology Research, presents three insights on China e-commerce dynamics, drawing on data from the recently published China Online Consumer Brand Index (a study by Peking University, supported by Alibaba). Discover which international brands are most popular and what the study’s findings reveal about Chinese consumers’ online shopping preferences. We also highlight our key research from the past week and upcoming reports to look out for, so you don’t miss out. Companies mentioned in this report include: Adidas, Alibaba, Apple, Coach, Disney, Estée Lauder, HP, Huggies, NIKE, Pampers Other relevant research: Retail 2025: China Retail Predictions US and China E-Commerce—Retail 2025 Sector Outlook: Online Sales To Maintain Strong Growth Momentum How Will Tariffs Impact China’s Singles’ Day 2025? Six Months To Go—What Brands and Retailers Need to Know The Coresight Research China Consumer Survey Insights series provides a detailed, regular update on Chinese consumers’ behaviors and sentiment based on proprietary survey data. All our coverage of retail in China Read previous Analyst Corner reports, including last week’s report, which discusses the aggressive expansion of quick commerce in India. 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:July 2025 US Retail Sales: Growth Accelerates to Second-Highest Rate YTD, Supported by Prime DayConsumer Sentiment Stabilizes Following Trade Talks and Rate Cut: US Consumer Survey InsightsAnalyst Corner: Are You Ready for the Future of Physical Retail? Three Trends in US Retail Real Estate, with Anand KumarInnovator Profile: Nectar Social—Elevating Consumer Engagement Through Agentic Social Commerce
InfographicThree Data Points We’re Watching This Week, Week 22: US Consumer Insights—Tariffs and Inflation John Mercer, Head of Global Research and Managing Director of Data-Driven Research May 30, 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 22 of 2025. This week, we present proprietary survey findings on US consumers’ concern about tariff-driven inflation, and their perceptions of and response to price rises in retail. Dive into the research behind these data points: 1. Tariffs + Consumer Sentiment: A Timeline, 2025 2 & 3. High-Income Consumers Drive Uptick in Financial Optimism; Inflation Awareness Down Versus Early 2025: US Consumer Survey Insights Other relevant research: All our coverage of tariffs and inflation May 2025 US Retail Sales Outlook: Projecting 3% Growth Amid Low Sentiment and Front-Loaded Purchases 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:Powering Next-Gen Retail Stores with Advanced Network Connectivity—Data GraphicWeekly US Store Openings and Closures Tracker 2026, Week 15: 7-Eleven Announces Store ClosuresUS Online Grocery Survey 2025: Full-Basket Orders Increase as Delivery Retains Its DominanceShoptalk Spring 2025: Day Three—Community Building, Earning Loyalty and Enhancing Search Are Top of Mind
Store TrackerWeekly US Store Openings and Closures Tracker 2025, Week 22: Store Closures Up by 57% Aaron Mark Dsouza, Data Analyst May 30, 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 the latest store opening and closure announcements from LEGO, Pandora, Williams-Sonoma and others, as well as the announcement of a new President at Coborn’s. This report presents data up to week 22 of 2025, ended May 30, 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: Coborn’s, LEGO, Miniso, Pandora, Tropicana, Uniqlo, Williams-Sonoma 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 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:Weekly US Store Openings and Closures Tracker 2025, Week 35: Netflix Heads to the Mall as Claire’s Shutters Nearly 300 StoresConsumer Sentiment Stabilizes; Tariffs Pessimism Intensifies; Trading Down Persists: US Consumer Survey InsightsWeekly US Store Openings and Closures Tracker 2025, Week 27: Beauty Brand Miss A Announces Store ExpansionFebruary 2025 US Retail Sales Outlook: Growth Set for a Slowdown in February and March
Store TrackerWeekly UK Store Openings and Closures Tracker 2025, Week 22: Marks & Spencer Announces Additional Store Openings Aaron Mark Dsouza, Data Analyst May 30, 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 opening and closure news at Marks & Spencer, NEXT and Poundland, among others. We also discuss the appointment of a new UK CEO at Tesco. This report presents data up to week 22 of 2025, ended May 30, 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: Marks & Spencer, New Look, NEXT, The Original Factory Shop, The Perfume Shop, Poundland, Shoe Zone, White Stuff 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 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:Weekly UK Store Openings and Closures Tracker 2025, Week 12: Openings Up 50+% Year Over YearEarnings Insights 1Q25, Week 7: Dollar Stores See Growth Amid Tariff Pressures—InfographicEarnings Insights 1Q25, Week 1: Mixed Results from LVMH, Nestlé, P&G and Others Amid Heightened Tariff Concerns—InfographicThree Data Points We’re Watching This Week, Week 29: US Holiday, Back to School and Prime Day
Event PresentationThe Evolving Supply Chain Landscape: Tariffs, Holiday 2025, and What’s Next: Insights Presented by Deborah Weinswig at The Lead Summit Deborah Weinswig, CEO and Founder May 29, 2025 Reasons to ReadOn May 29, 2025, Deborah Weinswig, CEO and Founder of Coresight Research, presented at The Lead Summit on the evolving supply chain landscape. This presentation dives into the impacts of tariffs on retail and consumers, the surge-and-slump sourcing cycle for holiday 2025, and our outlook for the remainder of the year, covering stagflation, private label and more. Discover our 10 predictions for the rest of 2025! Leveraging proprietary survey findings and expert analysis of macroeconomic headwinds, we provide critical insights to help you get a step ahead in supply chain management and holiday-season planning. Data in this presentation include: Proprietary survey findings—US consumers’ perceptions of tariffs and responses to inflation Year-over-year changes in total goods imported into the US, by month, January 2024 – March 2025 Supply chain exposure to China, by product category Year-to-date changes in Coresight Research’s retail sales growth forecast for 2025 Other relevant research: Tariffs + Consumer Sentiment: A Timeline, 2025 More research on tariffs, supply chain, macroeconomics and the consumer 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:March 2026 US Retail Sales: Inflation and High Prices Drive E-Commerce and Gasoline GrowthShoptalk Spring 2026 Wrap-Up: Retail Insights Centered on AI Successes and ResultsAgentic Payments Are Open for Business: Insights from Stripe Sessions 2026Three Data Points We’re Watching This Week, Week 21: US Retail and Consumer Developments
InfographicHigh-Income Consumers Drive Uptick in Financial Optimism: Weekly US Consumer Sentiment, Week 22, 2025—Infographic Coresight Research May 29, 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 highlight an uptick in financial optimism, driven by high-income consumers. The latest data in this infographic are from our survey conducted on May 19, 2025. Dive into the research behind this infographic: High-Income Consumers Drive Uptick in Financial Optimism; Inflation Awareness Down Versus Early 2025: US Consumer Survey Insights 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:Aldi vs. Lidl US Store Openings: Mapping Retail Real Estate Changes with the Store Intelligence PlatformHoneywell To Sell Productivity Solutions and Services Business for $1.4 Billion in Cash4Q25 US Earnings Season Wrap-Up: 80% of Companies Grow Sales and About 75% Beat EPS Consensus Amid Broad Strength in Discount, Specialty Apparel and Value RetailConsumer Sentiment Stabilizes Following Trade Talks and Rate Cut: US Consumer Survey Insights
InfographicEarnings Insights 1Q25, Week 5: BJ’s Wholesale Club and Home Depot Report Sales Growth; Target Reports Sales Decline—Infographic Coresight Research Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research May 28, 2025 Reasons to ReadDiscover the latest revenue and EPS (earnings per share) data from week five of the 1Q25 (first quarter of 2025) earnings season with this infographic, covering Coresight 100 companies that reported in the week ended May 25, 2025. Dive into the data behind this infographic with our full report: Earnings Insights 1Q25 Data in this infographic include: Quarterly revenue and EPS data (where applicable) from companies on our Coresight 100 list Companies mentioned in this infographic include: BJ’s Wholesale Club, The Home Depot, JD Sports, Lowe’s, Marks and Spencer, Ralph Lauren, Target, The TJX Companies, VF Corporation, Urban Outfitters Other relevant research: Explore all our Earnings Insights reports, including quarterly wrap-ups. The New Coresight 100: Leading the Retail Charge in 2025 The Corporate and Financial Developments Databank includes details of management changes, financial guidance updates and capital raised by major retail companies. This document was generated for Other research you may be interested in:Three Data Points We’re Watching This Week, Week 4: US Store Openings and Closures—2024 ReviewAssessing Amazon’s Grocery Strategy: How Amazon Is Positioning Itself to Dominate the Future of US Food RetailThree Data Points We’re Watching: Will Stock Market Volatility Impact US Consumer Spending?Introducing the New Tech 25 for ’25: Retail-Tech Companies To Watch
Deep DiveHigh-Income Consumers Drive Uptick in Financial Optimism; Inflation Awareness Down Versus Early 2025: US Consumer Survey Insights Aditya Kaushik, Analyst May 28, 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. The latest data in this report are from our survey conducted on May 19, 2025. In addition to our usual weekly findings on consumer sentiment, activities and shopping patterns, we discuss how shoppers perceive and are responding to inflation. Headline findings reveal an uptick in financial optimism and a decline in inflation awareness. Data in this research report are our latest proprietary survey findings on: Consumers’ expectations for the economy overall and for their personal financial situation—plus, breakdowns of our findings by income Consumers’ perceptions of inflation, and its impact on grocery and nongrocery spending 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: Aldi, Amazon, Costco, Dollar General, Kroger, Target, Walmart Other relevant research: May 2025 US Retail Sales Outlook: Projecting 3% Growth Amid Low Sentiment and Front-Loaded Purchases All our coverage of tariffs and inflation Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. The Weekly US Consumer Sentiment infographic series highlights key Coresight Research findings on economic and financial expectations in the context of shifts in the macroeconomic landscape. 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 2025, Week 13: Kingfisher Announces Store Expansion Plans; Whole Foods Opens New London StoreSaving $4.5 Billion as “Client Zero”: Insights from the IBM “AI at Scale” Conference—From Potential to PerformanceConsumer Sentiment Stabilizes… for Now; Plus, Inflation Awareness Rises: US Consumer Survey InsightsAmazon Prime Day 2026: Three Insights on US Consumer Expectations
Event CoverageWorld Retail Congress 2025 Insights: Consensus on Tariffs Floor, AI Risks in Adaptive Apparel, Smart Scaling in Focus John Mercer, Head of Global Research and Managing Director of Data-Driven Research May 27, 2025 Reasons to ReadThe Coresight Research team attended World Retail Congress 2025 during April 27–29, 2025, in London, England. At the event, Steven Winnick, Vice President of Innovator Services at Coresight Research, moderated a panel featuring representatives from various growing brands. Dive into our top takeaways from the event, which span US tariffs (and their impacts on global retail supply chains), sustainability, inclusivity—including the challenges that AI (artificial intelligence) may pose in the adaptive apparel sector—and more. Companies mentioned in this report include: Anko Global, Currys, Estée Lauder Companies, H&M, Ken Pilot Ventures, Knoops, On, PDS Ltd., Tesco, Unhidden, Urbanic Other relevant research: All our coverage of tariffs Research reports on inclusivity and sustainability More event coverage from Coresight Research 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: The Labubu Craze—Revealing How Gens Z and Alpha Are Redefining Retail, with Charlie PoonThree Data Points We’re Watching This Week, Week 30: US Retail and the Consumer—Latest MetricsInnovator Matrix: Retail MediaHoliday Bites: GLP-1 Disruption with Smaller Baskets, Smaller Sizes—and a Leaner Thanksgiving?—Data Graphic
Analyst CornerAnalyst Corner: Retail Giants Drive the Second Wave of Quick Commerce in India, with Madhav Pitaliya Madhav Pitaliya, Analyst May 25, 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 aggressive expansion of quick commerce in India by both digital-first disruptors and traditional retail giants. How are startups shifting their strategies, and which large retailers are entering the quick-commerce space? Dive into this new wave in the Indian e-commerce ecosystem, and understand the challenges facing quick-commerce players. We also highlight our key research from the past week and upcoming reports to look out for, so you don’t miss out. Companies mentioned in this report include: Blinkit, Amazon India, Flipkart, Reliance Retail, Swiggy Instamart, Tata Group, Zepto Other relevant research: Retail 2025: India Retail Predictions All our coverage of retail in India Leveraging Digital Services, AI and Quick Commerce for Competitive Advantage: Global Learnings for US Retail and E-Commerce Read previous Analyst Corner reports, including last week’s report, which draws on Coresight Research survey findings to unearth trends in US consumer sentiment. 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:Coresight Research Weekly Consumer Survey: Premium Subscriber CallConsumer Sentiment Declines; Plus, Apparel and Footwear Shopping in Focus: US Consumer Survey InsightsSycamore Partners To Acquire Walgreens Boots Alliance—Exploring the Reasons for and Implications of the $23.7 Billion DealLower-Income Consumers’ Financial Sentiment Hits Record Low Amid Iran Conflict: US Consumer Survey Insights
Deep DiveRetailTech: AI in Digital Commerce—GenAI Supercharges Retail to Provide a Seamless Shopping Journey Charlie Poon, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research May 23, 2025 Reasons to ReadFrom personalized messages that grab attention in seconds to virtual stores built in hours—not weeks—AI is transforming digital commerce. In this RetailTech report, we explore how AI/ML (machine learning) and GenAI (generative AI) technologies are redefining every step of the customer journey—from awareness and consideration to purchase and retention. How can retailers adapt to shrinking consumer attention spans? And what does it take to create seamless, personalized experiences across online and in-store channels? Dive into our insights to find out. We cover key topics including digital marketing and personalization, retail media, virtual stores and more. Data in this research report include: US e-commerce and total sales market size and projected growth, 2024–2029E Proprietary US consumer survey findings—Adoption of virtual stores among US-based brands and retailers, and the impact of this technology on sales performance Companies mentioned in this report include: 7-Eleven, Instacart, Obsess, Persado, Quad, Saks Global, Salesforce Other relevant research: Data and AI in Retail Media—Collaboration and Data Cleansing Illuminate the Way Forward Retail 2025: 10 AI Trends—An Inflection Point in the GenAI Revolution All our coverage of AI in retail and retail media More research reports on digital commerce 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 Purchase this report. Buy Now This document was generated for Other research you may be interested in:Dollar Tree To Divest Family Dollar: Here’s What It Means—Consumer + Real Estate Data AnalysisEarnings Insights 1Q25: Wrap-Up—Growth Outpaces Declines Across Most SectorsEconomic Sentiment Improves: Weekly US Consumer Sentiment, Week 50, 2025—Data GraphicGroceryshop 2025 Day Four: AI and Data Are Driving Shopper Journeys and Unified Organizations
Store TrackerWeekly US Store Openings and Closures Tracker 2025, Week 21: US Store Closure Cross 5,000 as Rite Aid Begins Closing Stores Aaron Mark Dsouza, Data Analyst May 23, 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 the latest store closures by Rite Aid (now New Rite Aid), as well as highlight store opening and closure announcements from Bling Glamour, Boot Barn, CVS Health and others. We also cover the announcement of a new CEO at Bath & Body Works. This report presents data up to week 21 of 2025, ended May 23, 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: Bling Glamour, Boot Barn, CVS Health, New Rite Aid, Next Adventure, Uniqlo 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 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:CEO Brief: Coresight Research Agenda for 2026—Retail’s Strategic ImperativesImpact of Saks Store Closures on Competitors: Strategic Opportunities and Proximity AnalysisLower-Income Consumers’ Financial Sentiment Hits Record Low Amid Iran Conflict: US Consumer Survey InsightsAmazon Apparel US Consumer Survey 2025: New Shoppers, Deeper Loyalty—Infographic
Store TrackerWeekly UK Store Openings and Closures Tracker 2025, Week 21: Greggs Drives Store Closures—And Openings Aaron Mark Dsouza, Data Analyst May 23, 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 opening and closure news at Greggs, The Range and The TJX Companies, among others. We also discuss the appointment of a new CEO at B&M. This report presents data up to week 21 of 2025, ended May 23, 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, Marks & Spencer, Poundland, The Range, Superdrug, The TJX Companies 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 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:Agentic Payments Are Open for Business: Insights from Stripe Sessions 2026Shoptalk Spring 2026: Day 3— Retail AI and the Omnichannel Experience; Premium Brand Building; The Creator Economy Reshapes Commerce; Shoptalk Spring 2026 Key TakeawaysWeekly US Store Openings and Closures Tracker 2025, Week 43: Astrid & Miyu and Hermès Open StoresUS CPG Sales Tracker: Beauty Sales Accelerate, While Online Grocery Sees Sharp Slowdown
InfographicThree Data Points We’re Watching This Week, Week 21: US Retail and Consumer Developments John Mercer, Head of Global Research and Managing Director of Data-Driven Research May 23, 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 21 of 2025. This week, we present proprietary survey findings on shifts in US consumer sentiment as well as new projections for US retail sales. Plus, with Dick’s Sporting Goods set to acquire Foot Locker, we highlight footwear shopper penetration for these companies. Dive into the research behind these data points: Positive Sentiment Trend Comes to an End; Kohl’s Leads in Department Store Shopping: US Consumer Survey Insights May 2025 US Retail Sales Outlook Dick’s Sporting Goods To Acquire Foot Locker: Analyzing Store Overlap, Shopper Penetration and Strategic Reach 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 This document was generated for Other research you may be interested in:US Consumers’ Perceptions of Tariffs: Data GraphicWeekly US Store Openings and Closures Tracker 2025, Week 42: 40 New Openings for Ross Stores Reflect Off-Price EncroachmentUS Retail Sales Outlook—Preview: Latest Retail Projections in the Absence of Government DataAnalyst Corner: Behind the Low Prices—Assessing Competition in Ultralow-Price E-Commerce, with Abhinav Tagore