InfographicPositive Sentiment Trend Comes to an End: Weekly US Consumer Sentiment, Week 21, 2025—Infographic Coresight Research May 22, 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 end to the positive trends in financial and economic expectations. The latest data in this infographic are from our survey conducted on May 12, 2025. Dive into the research behind this infographic: Positive Sentiment Trend Comes to an End; Kohl’s Leads in Department Store Shopping: 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: Consumer Sentiment Unpacked—Higher-Income, Younger Consumers Are Most Optimistic: US Consumer Survey Insights Extra 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:Shifting the Size and Fit Paradigm: A Three-Pillar Framework To Reduce Returns and Future-Proof for Agentic CommerceInflation Awareness Rises; Economic Sentiment Falls to Six-Month Low: US Consumer Survey InsightsInconsistent Trends Appear to Reflect Uncertainty: Weekly US Consumer Sentiment, Week 31, 2025—InfographicAI Insights: Instacart CEO Fidji Simo To Join OpenAI as CEO of Applications
InfographicEarnings Insights 1Q25, Week 4: Alibaba, Walmart and Others Report Sales Growth While Under Armour Reports Sales Decline—Infographic Coresight Research Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research May 21, 2025 Reasons to ReadDiscover the latest revenue and EPS (earnings per share) data from week four of the 1Q25 (first quarter of 2025) earnings season with this infographic, covering Coresight 100 companies that reported in the week ended May 18, 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: Alibaba Group, Birkenstock Holdings, Burberry Group, Compagnie Financière Richemont, JD.com, Under Armour, Walmart 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:Energy Shock: As Gasoline Prices Decline, When Will Peak CPI Hit?Weekly US Store Openings and Closures Tracker 2026, Week 1: Retailers Announce More Than 1,000 Store Openings for 2026Leveraging Digital Services, AI and Quick Commerce for Competitive Advantage: Global Learnings for US Retail and E-CommerceAnalyst Corner: Agentic Commerce Demands a New Retail Playbook—Executing with STORE, with Charlie Poon
Insight ReportMay 2025 US Retail Sales Outlook: Projecting 3% Growth Amid Low Sentiment and Front-Loaded Purchases Madhav Pitaliya, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research May 21, 2025 Reasons to ReadThe monthly Coresight Research US Retail Sales Outlook series tracks several major macroeconomic indicators and their likely effect on US retail sales. In this report, we analyze the latest available data as of May 19, 2025. Alongside this report, you can access the data behind key charts and tables in the Excel download above. Data in this research report include: Our projections for retail sales growth by month for the next 12 months Proprietary survey data on consumer sentiment in the US US actual retail sales versus model-predicted sales US unemployment rate and labor force participation rate US average hourly wages for all private-sector employees US annualized real disposable income per capita 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:Retail’s Tariff Refunds at Risk? US Government To Appeal Universal Refund Ruling4Q24 Retail Inventory Insights: Retailers Maintain Lean Inventories as Overall Inventory Ratio Remains UnchangedWeekly UK Store Openings and Closures Tracker 2025, Week 43: Gap Returns To Physical StoresUS Store Tracker Extra, March 2026: Total Opened Retail Space Exceeds 50 Million Square Feet
Insight ReportDick’s Sporting Goods To Acquire Foot Locker: Analyzing Store Overlap, Shopper Penetration and Strategic Reach Anand Kumar, Associate Director of Research May 21, 2025 Reasons to ReadDick’s Sporting Goods announced in mid-May 2025 that it will acquire competitor Foot Locker for $2.4 billion. In this report, we uncover the implications of the deal, leveraging proprietary survey findings and data analysis. Our insights seek to answer the following three key questions: What strategic benefits does Dick’s Sporting Goods hope to gain by acquiring Foot Locker—and what risks come with the deal? How do Dick’s and Foot Locker compare in terms of shopper loyalty, store performance and geographic footprint? What impact could this deal have on the broader US apparel and footwear retail landscape? Data in this research report include: Company metrics—revenue, number of employees, number of stores, key vendor partners and more Coresight Research survey findings on apparel and footwear shopping rates at Dick’s and Foot Locker in the US over the past year Dick’s vs. Foot Locker—store comparisons by brand/concept; geographic overlap assessment and strategic response Companies mentioned in this report include: Dick’s Sporting Goods, Foot Locker, Gap Inc., NIKE, The TJX Companies Other relevant research: Retailer Dashboards: Dick’s Sporting Goods and Foot Locker Market Navigator: US Apparel and Footwear Retailing—Discounters Poised for Growth Amid Challenging Backdrop All Coresight Research coverage of capital markets Visit the Coresight Research Fashion and Luxury 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:Weekly UK Store Openings and Closures Tracker 2026, Week 25: Ernest Jones To Open StoresUS Store Tracker Extra, March 2026: Total Opened Retail Space Exceeds 50 Million Square FeetHoliday 2025 Survey Insights: Holiday Shopping Jumps As Shutdown Impact FadesWeekly UK Store Openings and Closures Tracker 2025, Week 15: Amazon Closes Amazon Fresh Store; T.M.Lewin To Open One Store
Deep DivePositive Sentiment Trend Comes to an End; Kohl’s Leads in Department Store Shopping: US Consumer Survey Insights Aditya Kaushik, Analyst May 20, 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 12, 2025, with headline findings on an end to the positive trends in financial and economic expectations. In addition to our usual weekly findings on consumer sentiment, activities and shopping patterns, we dive into data on department store shopping specifically, from our latest quarterly survey (conducted on May 5, 2025). Uncover sector-focused insights, including popular product categories and retailers, with Kohl’s leading the way in terms of shopper penetration. Data in this research report are our latest proprietary survey findings on: Consumers’ expectations for the economy overall and for their own personal financial situation—plus, breakdowns of our findings by income Whether consumers have purchased from a department store in the past three months Popular brands and product categories among department store shoppers 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: Dillard’s, JCPenney (Catalyst Brands), Kohl’s, Macy’s, Nordstrom Other relevant research: Kohl’s CEO Removal—Why It Happened and What It Means for US Department Stores Retailer Dashboards in the department store sector US Department Stores—Retail 2025 Sector Outlook: Softness To Continue, Despite Beauty Outperformance Market Navigator: US Department Stores—Softness Ahead Despite Opportunities in Experiences and Alternative Models All Coresight Research coverage of department stores The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. The Market Sizes Databank offers an overview of key retail market or sector sizes, including Coresight Research projections for future years. 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 12: US Retail and Consumer LatestConsumer Sentiment Reaches Its Lowest Level; Tariff Pessimism and Inflation Awareness Increases: US Consumer Survey InsightsRetail-Tech Landscape: Advanced AI SolutionsEconomic Sentiment Turns Positive Ahead of Tariff Deadline; Plus, Department Store Shopping in Focus: US Consumer Survey Insights
Insight ReportKohl’s CEO Removal—Why It Happened and What It Means for US Department Stores Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research May 20, 2025 Reasons to ReadKohl’s abruptly terminated its former CEO, Ashley Buchanan, on May 1, 2025, “for cause.” Buchanan’s brief tenure—less than five months—and the scandal that surrounded it have increased scrutiny of corporate governance procedures at Kohl’s. Moreover, the company’s decision to fire Buchanan causes a critical leadership crisis at a time when the US department store sector is facing tremendous pressure. We explore the reasons behind Buchanan’s termination, as well as the implications of the firing for both Kohl’s and the US department store sector at large. Dive into today to discover what this shakeup means for the department store market. Data in this research report include: Total sales growth, comparable sales growth and operating margins of major US department stores, fiscal 2024 Proprietary survey data on which US department stores consumer shopped with in the three weeks prior to May 5, 2025 Companies mentioned in this report include: Amazon, Burlington Stores, Dillard’s, JCPenney, Kohl’s, Macy’s, Neiman Marcus, Nordstrom, Ross Stores, Shein, SPARC Group, Target, The TJX Companies, Walmart Other relevant research: Retailer Dashboard: Kohl’s Department Stores in Focus; Plus, Consumer Sentiment Latest: US Consumer Survey Insights US Department Stores—Retail 2025 Sector Outlook: Softness To Continue, Despite Beauty Outperformance Market Navigator: US Department Stores—Softness Ahead Despite Opportunities in Experiences and Alternative Models All Coresight Research coverage of department stores and capital markets (including management changes) The Corporate and Financial Developments Databank includes details of management changes, financial guidance updates and capital raised by major retail companies. 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:What Can Retailers Learn from Shein and Temu?: Premium Subscriber Call, February 2025Innovator Profile: Chimeable—Generating Authentic Reviews and Scaling User Videos Through Social Media SyndicationRetail Crime and Shrink: Facial Recognition Tech Gains Ground; Shoplifting Climbs 13% in EnglandNRF 2025: Retail’s Big Show: Day Three—AI Takes Center Stage on the Final Day of NRF
Insight ReportAI Insights: Instacart CEO Fidji Simo To Join OpenAI as CEO of Applications Charlie Poon, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research May 20, 2025 Reasons to ReadOpenAI announced on May 7, 2025, that Fidji Simo, the current CEO and Chair of Instacart, will join OpenAI later this year as CEO of Applications. Read this short report to discover the implications of this move for the company and for the AI (artificial intelligence) race in general. Companies mentioned in this report include: DeepSeek, Instacart, OpenAI Other relevant research: Deeper on DeepSeek and Its Potential to Radically Level the AI Playing Field Analyst Corner—DeepSeek Opens the Door for AI Democratization: The AI Opportunity, with Charlie Poon—a free report All our coverage of AI in retail and capital markets (including management changes) Retail 2025: 10 AI Trends—An Inflection Point in the GenAI Revolution 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 11: US CPG E-Commerce LatestLower-Income Sentiment Continues to Weaken; Plus, Off-Price and Dollar Stores in Focus: US Consumer Survey InsightsEnergy Shock: As Gasoline Prices Decline, When Will Peak CPI Hit?Retail-Tech Landscape: Israel—January 2025 Update
Insight ReportRetailTech: Three Technologies Landlords Can Use to Take Malls to the Next Level John Harmon, CFA, Managing Director of Technology Research May 19, 2025 Reasons to ReadFrom smarter foot-traffic insights to real-time building optimization and lease management, a new generation of technologies is reshaping what’s possible for mall operators. Curious about the future of malls and where AI fits in? Read this RetailTech report to explore how landlords can transform shopping centers into data-powered environments that are more efficient, intelligent and profitable. Companies mentioned in this report include: FastSensor, Microsoft, Placer.ai, Sensormatic Solutions Other relevant research: The Future of Malls: Ebook—Analyzing Mall Retail Dynamics Through 2030 The State of the American Mall: Competitive, Attractive and Here To Stay Retail 2025: 10 Trends in Retail Technology Retail 2025: 10 AI Trends—An Inflection Point in the GenAI Revolution The Tech-Driven Future of US Retail: AI To Power Smarter Supply Chains, Seamless Operations and Personalized Experiences All our coverage of AI in retail More reports on real estate and physical retail 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:Weekly US Store Openings and Closures Tracker 2025, Week 38: Global Names, Including LEGO, Monos and Uniqlo, Continue to ExpandThree Data Points We’re Watching This Week, Week 16: US Easter Expectations1Q26 Retail Inventory Insights: Inventory Builds Broaden as Traffic Stabilizes and Margin Discipline Becomes More CriticalAnalyst Corner: What’s Happening in China’s Economy? Analyzing Retail and Consumer Metrics with Madhav Pitaliya
Analyst CornerAnalyst Corner: US Consumer Sentiment Varies by Age and Income—Uncovering Demographic Trends, with Aditya Kaushik Aditya Kaushik, Analyst May 18, 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, Aditya Kaushik, Analyst, draws on Coresight Research survey findings to unearth trends in US consumer sentiment. Tariff risks and inflationary headwinds are making for a challenging consumer environment in 2025. We discuss how expectations for the economy and personal finances vary by demographic, and highlight key changes this year so far. We also highlight our key research from the past week and upcoming reports to look out for, so you don’t miss out. Read the research behind this Analyst Corner to dive into our survey findings in detail, including trends by consumer location and ethnicity: Consumer Sentiment Unpacked—Higher-Income, Younger Consumers Are Most Optimistic: US Consumer Survey Insights Extra Other relevant research: Tariffs + Consumer Sentiment: A Timeline, 2025 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. Read the full series of US Consumer Survey Insights and US Consumer Survey Insights Extra reports. Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. Read previous Analyst Corner reports, including last week’s report, which Anand Kumar, Managing Director of Retail Research, discusses three key themes transforming US apparel and footwear retailing in 2025 and beyond. 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:Shoptalk Spring 2026 Wrap-Up: Retail Insights Centered on AI Successes and ResultsBeauty Shopping in Focus; Economic Sentiment Turns Negative: US Consumer Survey InsightsCEO Brief: Agentic Commerce—How to Stay Visible When AI Agents Become the New Shopping FunnelNRF 2025: Retail’s Big Show: Day Three—AI Takes Center Stage on the Final Day of NRF
Deep DiveRetailTech: Empowering Retail’s Front Line, Creating Smarter Stores—Five Tech-Driven Strategies for Associate Enablement John Harmon, CFA, Managing Director of Technology Research May 16, 2025 Reasons to ReadAssociate enablement in retail is more important than ever amid high staff turnover and shifting consumer expectations. In-person service also remains a key differentiator for physical stores over online-only experiences. Empowering associates with technology not only improves productivity and employee experiences but also translates to more positive, repeat customer interactions. In this RetailTech report, we present five key strategies for retailers to leverage technology in stores to realize these gains and, ultimately, drive revenue. Our insights touch on AI (artificial intelligence), computer vision, clienteling, flexible scheduling and the customer experience. Dive into this report to get a step ahead in the brick-and-mortar landscape: Empower retail’s front line and create smarter stores. Data in this research report include: Proprietary survey findings—benefits of equipping employees with mobile devices; scheduling capabilities that drive key outcomes Companies mentioned in this report include: Microsoft, Salesforce, SAP, Target, Workday, Zebra Technologies Other relevant research: Success at Hand: Equipping Frontline Workers with More Mobile Devices to Drive Revenue and Delight Customers—a free report produced in partnership with Zebra Technologies Retail-Tech Landscape: Store Associate Enablement Retail 2025: 10 Trends in Retail Technology Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. Read more reports on retail management and physical retail More Innovator Research 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 Purchase this report. Buy Now This document was generated for Other research you may be interested in:Consumer Sentiment Weakens, Driven by Middle-Income Consumers: US Consumer Survey InsightsShoptalk Spring 2025: Day Two—Next-Generation Search and the Leading Edge of Storytelling, from Influencers to Lived ValuesWeekly US Store Openings and Closures Tracker 2026, Week 16: Walmart Announces Store Opening PlanGroceryshop 2025 Day Two: Unlocking Growth with AI, GLP-1 Shifts and Retail Media
Store TrackerWeekly US Store Openings and Closures Tracker 2025, Week 20: Bob’s Discount Furniture Announces Store-Expansion Plan Aaron Mark Dsouza, Data Analyst May 16, 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 opening and closure announcements from Bob’s Discount Furniture, Office Depot and QuickTrip, among others. This report presents data up to week 20 of 2025, ended May 16, 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: Allbirds, Bob’s Discount Furniture, Kate Spade, Office Depot, QuikTrip, Stuart Weitzman 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:NRF 2026: Retail’s Big Show—Day 2—Retail Running on AI, Plus The Growing Value of Private Label and Creator ContentAnalyst Corner: The Appeal and Power of Middle-Aged RFID Technology Continues to Pick Up Steam, with John HarmonAnalyst Corner: US Apparel and Footwear Retailing—Key Distribution Channel Shifts in 2026Retail 2025: India Retail Predictions—Midyear Trends Update
Store TrackerWeekly UK Store Openings and Closures Tracker 2025, Week 20: Asda Opens New Format; Skims Plans to Step into the UK in 2026 Aaron Mark Dsouza, Data Analyst May 16, 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 Asda, Marks & Spencer, The Range and Skims, among others. This report presents data up to week 20 of 2025, ended May 16, 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, CardsDirect, Marks & Spencer, Newbie, The Range, Trespass, Skims 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:Mass Merchandiser and Warehouse Club Shopping in Focus—Walmart Leads; High Purchase Rates for Daily Essentials: US Consumer Survey InsightsThree Data Points We’re Watching This Week, Week 31: US Consumer Sentiment, AI Investments and Canada StoresThe State of In-Store Retailing 2025: The Dawn of New-Age Stores, Powered by TechnologyHigh-Income Consumers Drive Uptick in Financial Optimism: Weekly US Consumer Sentiment, Week 22, 2025—Infographic
InfographicThree Data Points We’re Watching This Week, Week 20: Cross-Border Players Don’t Prevent Amazon Reaching New Highs in Apparel John Mercer, Head of Global Research and Managing Director of Data-Driven Research May 16, 2025 Reasons to ReadOur Three Data Points We’re Watching This Week series spotlights key data points from this week’s research. Discover key data points we are watching in week 20 of 2025. This week, we present proprietary survey findings on evolving consumer behaviors on Amazon.com across the US apparel and footwear category. Dive into the full research report behind these data points: Amazon Apparel US Consumer Survey 2025: New Shoppers, Deeper Loyalty—Amazon Converts Browsers into Buyers Other relevant research: Premium subscribers can download our more comprehensive infographic of selected findings from our Amazon Apparel US Consumer Survey 2025. Retailer Dashboard: Amazon Online Shopping in Focus—Amazon Dominates E-Commerce Competition: US Consumer Survey Insights Last year’s Amazon Apparel US Consumer Survey Visit the Coresight Research Fashion and Luxury Hub to explore sector data, reports and company profiles. The Amazon Databank brings together a range of proprietary Coresight Research data on Amazon, with a focus on its US retail and marketplace operations. All graphics in the Three Data Points series This document was generated for Other research you may be interested in:Higher-Income Consumers’ Sentiment Improves; Consumers Cutting Back More on Dining and Travel: US Consumer Survey InsightsUS Store Tracker Extra: Store Openings and Closures 2025 Review and 2026 Outlook—Data GraphicGroceryshop 2025 Wrap-Up: Reinventing Grocery for an AI-Driven, Health-Focused and Value-Conscious EraThree Data Points We’re Watching This Week, Week 31: US Consumer Sentiment, AI Investments and Canada Stores
Insight ReportRetail Crime and Shrink: More Shoppers Say No to Locked-Up Merchandise; Self-Checkout Gets a Makeover Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research May 15, 2025 Reasons to ReadNew US consumer survey findings from Coresight Research reveal the deterrent effect of restrictive in-store security measures… on regular shoppers. Dive into our new data and discover recent shrink-related developments in the US and the UK, with highlights on self-checkout updates and new theft-targeting legislation. Plus, this report presents recent commentary from selected North American retailers on the current state of shrink. Find out which companies have reported improvements in shrink in their latest fiscal quarters. We help you understand the scale of the retail shrink challenge and stay ahead of the latest security innovations to effectively strategize around tackling evolving retail crime. Data in this research report include: Proprietary survey data on US consumers perceptions of and responses to shoplifting and retailers’ theft-prevention measures Third-party data on theft-driven losses and related metrics for UK convenience stores, 2024 Police-recorded shoplifting offences in England and Wales, 2024 Companies mentioned in this report include: Asda, Dollar General, Five Below, Home Bargains, Kroger, Target, Ulta Beauty, Walmart Other relevant research: All reports in our Retail Crime and Shrink series More coverage of physical retail and retail management 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 16: US Easter ExpectationsWeekly US Store Openings and Closures Tracker 2026, Week 15: 7-Eleven Announces Store ClosuresInnovator Profile: Sotira—Monetizing Surplus Inventory with Automated Compliance, Logistics and Resale ChannelsConsumer Sentiment Declines Significantly, Driven By Middle-Income Consumers: US Consumer Survey Insights
Insight ReportApril 2025 US Retail Sales: Growth Rate Reaches New High for 2025 Despite Economic Uncertainty Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research May 15, 2025 Reasons to ReadIn April 2025, US retail sales (excluding gasoline and automobile sales) increased by over 5%, an acceleration from the previous month, despite macroeconomic concerns driven by tariffs. Using data from the US Census Bureau, we analyze US retail sales in April 2025, in total and by sector. Data in this research report are: Year-over-year changes in US total retail sales (excluding gasoline and automobiles), April 2024–April 2025 Year-over-year changes in retail sales by sector, March and April 2025 Other relevant research: Tariffs + Consumer Sentiment: A Timeline, 2025 Confidence and Couture—Consumer Sentiment Ticks Up, Gucci Leads in Luxury: US Consumer Survey Insights Our 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 macroeconomics and 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. 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:Inconsistent Trends Appear to Reflect Uncertainty: Weekly US Consumer Sentiment, Week 31, 2025—InfographicInnovator Profile: ShopVision—Paving the Way for Intelligent E-Commerce with an AI TeammateWeekly US Store Openings and Closures Tracker 2025, Week 19: Rite Aid Files for Bankruptcy—AgainJanuary 2026 US Retail Sales: Stable Growth Trajectory Consistent with ML Projections
