Insight ReportHoliday 2025: Government Shutdown-Related Reduction in SNAP, Other Payments and Salaries Could Meaningfully Impact US Holiday Spending John Harmon, CFA, Managing Director of Technology Research November 5, 2025 Reasons to Read1. SNAP Payments Will Be Partially Paid Following the November 1 Impasse Learn how the government’s response to the November 1 deadline impasse will affect millions of Americans who rely on SNAP benefits. Understand the temporary measure of tapping $4.65 billion in contingency funds, ensuring partial payments are made to those relying on food assistance. Stay informed on the potential long-term consequences for the program and recipients. 2. Other Federal Programs and Workers Are Also Greatly Affected Discover how the government shutdown impacts not just federal workers, but other crucial programs like WIC and Head Start. Gain insight into the financial struggles faced by federal employees, with over a million workers either furloughed or working without pay. Get an update on the uncertain future of military pay, and how it could affect personnel going into mid-November. 3. These Cuts Could Have a Big Impact on Holiday Spending Understand how cuts to federal programs and unpaid wages could lead to a significant slowdown in consumer spending during the holiday season. Learn how shoppers, forced to prioritize basic needs over discretionary purchases, could reshape retail sales in the crucial months of November and December. See how the intersection of government worker disruptions and reduced SNAP payments could create broader economic challenges. Data in this research report include: The size and budget information of SNAP, government furloughed and unpaid employees and other government-funded programs. Other relevant research: CEO Brief: A Turning Point for US Consumers and the Economy? 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: Five CPG Sector Insights from This Quarter’s Earnings, with Madhav PitaliyaUS Consumer and Retail Outlook—Holiday 2025 and Beyond: Premium Subscriber Call, September 2025Home and Home-Improvement Shopping in Focus; Financial Sentiment Turns Negative: US Consumer Survey InsightsSentiment Hits Four-Month Low as Higher-Income Confidence Weakens; Plus, Mass Merchandisers and Warehouse Clubs in Focus: US Consumer Survey Insights
Deep DiveHoliday 2025 Survey Insights: Dollar Stores and Temu Break into the Top Five Retailers Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research November 4, 2025 Reasons to ReadDiscover how tariffs and inflation-driven shifts in sentiment and behavior are shaping the early weeks of the 2025 holiday shopping season. Read this report to discover answers to these and other questions: What early signals are we seeing in holiday shopping behaviors and which retailers are winning early-season share? Where are consumers shopping for holiday products and how are discount and convenience players performing? What product categories are leading early holiday purchases, and what role is inflation playing in consumer choices? Data in this research report include: Holiday purchase rates; top retailers for holiday shopping and holiday categories. Companies mentioned in this report include: Albertsons Companies, Amazon, Best Buy, Costco, Dollar Tree, eBay, Etsy, Family Dollar, Five Below, Gamestop, Hobby Lobby, Home Depot, JCPenney, Kohl’s, Kroger, Lowe’s, Macy’s, Old Navy, Ross Stores, Sam’s Cub, Sephora, Target, Temu, The TJX Companies, Ulta and Walmart. Other relevant research: US Holiday 2025: Consumer Survey and Retail Outlook—From Social To Smart: AI Becomes the New Driver of Holiday Discovery and Value Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. All Coresight Research coverage of US holiday 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 Other research you may be interested in:Earnings Insights 1Q25, Week 3: E-Commerce Sees Solid Results as Amazon, Coupang, Zalando and More Report Growth—InfographicThe Changing Consumer: Insights Presented by Deborah Weinswig at YPO Retail CEO SummitPositivity About Personal Finances Continues; Walmart Leads Mass Merchandisers and Warehouse Clubs: US Consumer Survey InsightsFinancial Optimism Falls to Lowest Recorded Level: China Consumer Survey Insights
Deep DiveFinancial Sentiment Turns Negative; Tariff Pessimism Deepens; Inflationary Trade-Down Persists: US Consumer Survey Insights Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research November 4, 2025 Reasons to ReadDiscover how US consumers are reacting to shifting economic conditions, inflation pressures and tariffs as the holiday season approaches. Read this report to discover answers to these and other questions: How is consumer sentiment diverging across income groups—and what does this mean for premium versus value retail performance. To what extent are shoppers still concerned about tariffs and how are those concerns reshaping spending habits? Which categories are seeing pull-forward demand and where might retailers expect softness later in the year? How entrenched is trading down and what specific inflation-related behaviors are dominating in food and nonfood purchases? Data in this research report include: Consumer sentiment by income and time, consumer tariff concerns and behavioral responses; shopping changes due to inflation; and retailer and category-level shopping data. Companies mentioned in this report include/are: Ahold Delhaize, Albertsons Companies, Aldi, Amazon, Costco, Dollar General, Dollar Tree, eBay, Kohl’s, Kroger, Macy’s, Target, Temu, TJX Companies and Walmart. Other relevant research: 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:Dick’s Sporting Goods To Acquire Foot Locker: Analyzing Store Overlap, Shopper Penetration and Strategic ReachWeekly UK Store Openings and Closures Tracker 2025, Week 43: Gap Returns To Physical StoresWeekly US and UK Store Openings and Closures Tracker 2025, Week 5: Apparel, Convenience and Food Retailers Announce Store Expansion PlansThree Months to Singles’ Day 2025: Simplified Promotions, Government Support and Payment Ecosystem Convergence To Fuel Growth
Deep DivePlaybook: GenAI to Agentic AI—From Pilot to Powerhouse Charlie Poon, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research November 4, 2025 Reasons to ReadDiscover how agentic AI is accelerating the next retail revolution—and what CORE 3.0 means for your business. Read this report to discover answers to these and other questions: How will retailers catalyze innovation by coordinating across agents, systems, and humans? In what ways can agentic commerce orchestrate self-adjusting systems to respond to shifting trends and consumer behaviors? How are shopping agents set to reshape supply chains and enable customer-to-manufacturer (C2M) models? What does it mean for AI to “embody” every retail surface, system, and signal—and how will this create immersive, predictive retail experiences? Data in this research report include/are: Retail sector AI adoption rates; GenAI ROI commentary from 2Q25 earnings; AI-driven productivity projections; private label vs. name brand sales growth; agentic commerce frameworks; beauty sector conversion layers; AI disruption across supply chains. Companies mentioned in this report include/are: Albertsons, Anne Klein, Best Buy, Criteo, DOUGLAS, Estée Lauder, Gap, Home Depot, Lululemon, LVMH, Nike, Procter & Gamble, Ralph Lauren, Relex, Spangle.ai, Target, Under Armour, Unice, Walmart, Williams-Sonoma, Zebra Technologies. This report is made available to non-subscribers of Coresight Research through its sponsorship by T-Mobile US, Inc. 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:Personal Financial Sentiment Improves Significantly: Weekly US Consumer Sentiment, Week 49, 2025—Data GraphicGrocery Retailing—US Real Estate Insights: Value and Specialty Grocers Lead Store Expansion as Traditional Retailers Lag BehindAnalyst Corner: Agentic Commerce Is Progressing at Warp Speed, with John HarmonRetail 2025: US Retail Predictions—Midyear Trends Update
InfographicHoliday Bites: Resale Shopping and Secondhand Selling—Data Graphic Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research November 3, 2025 Reasons to ReadOur Holiday Bites series for 2025 spotlights proprietary survey data and analysis for the end-of-year holiday season. This series covers US consumer expectations for holiday spending, the shape and scale of demand and trends in shopper behavior during the holidays. In this graphic, we highlight expectations related to resale. Discover US consumers’ plans for secondhand shopping and selling—in total and broken down by gender and age. Data in this research report include: Secondhand shopping and resale data for holiday season. Other relevant research: US Holiday 2025: Consumer Survey and Retail Outlook—From Social To Smart: AI Becomes the New Driver of Holiday Discovery and Value Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. All Coresight Research coverage of US holiday retail, including more Holiday Bites graphics 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 22: Marks & Spencer Announces Additional Store OpeningsWeekly UK Store Openings and Closures Tracker 2025, Week 36: UK Sees 25% Fewer Closures Year Over YearWeekly UK Store Openings and Closures Tracker 2025, Week 12: Openings Up 50+% Year Over YearWhat Can Retailers Learn from Shein and Temu?: Premium Subscriber Call, February 2025
Insight ReportInnovator Matrix: Retail Media Abhinav Tagore, Analyst Sector Lead: Steven Winnick, Vice President—Innovator Services November 3, 2025 Reasons to ReadRead this report to discover answers to these and other questions: Which companies are challenging the status quo in retail media with strong market positions and growing innovation? What defines the most promising emerging players in the retail media space? Who are the future leaders poised to dominate the retail media market, and what sets them apart? Which companies are disrupting the space with breakthrough technologies and bold strategies? How do the leading companies rank in terms of market potential and level of innovation? Companies mentioned in this report include: Bluecore, Firework, Kevel, Koddi, MikMak, Pacvue, Skai, Swiftly, Topsort and Treasure Data. Data in this report include: Global retail media market size and growth forecasts; Coresight’s Innovator Matrix comparing level of innovation and market potential; company profiles including funding, technology stack, and retail media capabilities. Other relevant research: Retail-Tech Landscape: Retail Media 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:February 2025 US Retail Sales Outlook: Growth Set for a Slowdown in February and MarchFour Technologies Retailers Can Use to Enchant Consumers: Insights Presented at CES 2025Earnings Insights 1Q25, Week 2: Adidas, CVS, Sprouts and More Report Solid Sales Growth—InfographicEconomic Optimism at Five-Month Low; Holiday Shopping Slows: US Consumer Survey Insights
Analyst CornerAnalyst Corner: UK Retail Crime Soars—Visibly Reflected in Stores, with John Mercer John Mercer, Head of Global Research and Managing Director of Data-Driven Research November 2, 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. Shoplifting continues to rise in the UK. See how UK retailers are responding with ever-more technologies, devices and barriers to prevent theft—and what this means for friction in the shopper journey. Other relevant research: Read previous Analyst Corner Our Retail Crime and Shrink report series. Our deep dive on loss-prevention technology. 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:Analyst Corner: Are You Ready for the Future of Physical Retail? Three Trends in US Retail Real Estate, with Anand KumarWeekly UK Store Openings and Closures Tracker 2025, Week 37: Bodycare Enters Administration and Closes StoresJuly 2025 US Retail Sales Outlook: Projecting 3+% Growth To Continue Amid Mixed Economic SignalsWhat You Need to Know About US Tariffs and Consumers’ and Retailers’ Reactions—April 2025 Update
Store TrackerWeekly UK Store Openings and Closures Tracker 2025, Week 44: Shoe Zone Closes Stores Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research October 31, 2025 Reasons to ReadStay up to date on the latest changes in the UK retail store landscape, where new store openings continue to outpace closures in 2025. Read this report to discover answers to these and other questions: Which retailers have driven the increases in openings and closures this week, and what’s behind these moves? Which brands are still growing their store networks despite challenging retail environment? How do store openings and closures in 2025 compare with 2024, and what are the main trends driving the year-on-year shifts? Companies mentioned in this report include: Aroma Zone, Ann’s Cottage, Dinny Hall, Jollyes, Kenji, Lazy Jacks, ME+EM, Miniso, Pavers, Peacocks, Shoe Zone, Søstrene Grene, The Entertainer and The Original Factory Shop. Data in this report include: weekly totals of UK store closures and openings for 2025 and 2024; retailer-level breakdowns of announced versus confirmed closures/openings. 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 Other research you may be interested in:Personal Financial Sentiment Improves Significantly: Weekly US Consumer Sentiment, Week 49, 2025—Data GraphicWeekly US Store Openings and Closures Tracker 2025, Week 12: Forever 21 To Close All Stores; Dollar General Announces Major Store Expansion PlanWeekly US Store Openings and Closures Tracker 2025, Week 26: Kroger To Close 60 StoresThree Data Points We’re Watching This Week, Week 21: US Retail and Consumer Developments
Store TrackerWeekly US Store Openings and Closures Tracker 2025, Week 44: Carter’s To Close 150 Stores Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research October 31, 2025 Reasons to ReadDiscover which retailers are behind the rise in US store closures in 2025—and which ones have continued to expand. Read this report to discover answers to these and other questions: Which retailers led the latest closures and openings across the US? How do store closure and opening trends in 2025 compare with those in 2024, and what do these findings indicate? Companies mentioned in this report include: Annie’s Ibiza, Bass Pro Shops, Carter’s Inc., Daiso, H Mart, Hestra, Hitchcock’s Markets, Hobby Lobby, New Balance, Tori Richard and Tractor Supply Company. Data in this report include: weekly totals of US store closures and openings for 2025 and 2024; retailer-level breakdowns of announced versus confirmed closures/openings; total store counts by retailer; total US retail bankruptcies year to date. 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 Other research you may be interested in:US Store Tracker Extra, March 2025: US Total Closed Retail Space Exceeds 100 Million Square FeetEarnings Insights 4Q24, Week 5: Most Companies Report Strong Growth Results This Week—InfographicFinancial Confidence Ticks Up Again: Weekly US Consumer Sentiment, Week 20, 2025—InfographicThe State of AI: What’s Possible, What’s Theoretical and What It All Means for Retail
InfographicSector Focus: Department Stores—Data Graphic Aditya Kaushik, Analyst October 30, 2025 Reasons to ReadOur Sector Focus data graphics feature the latest survey findings on US retail sectors and categories. Dive into the US department store sector in this graphic. Head to our US Consumer Survey Insights Databank for the full selection of data from our quarterly sector surveys. Find our full selection of US Consumer Survey Insights reports and data graphics 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:AI Agents Power Cognitive Supply Chains: Insights from Blue Yonder ICON 2025 ConferenceThree Data Points We’re Watching This Week, Week 12: US Retail and Consumer LatestUS Store Openings and Closures Midyear 2025 Review and Outlook: Where Does Retail Real Estate Stand in a Year of Disruption?Earnings Insights 1Q25, Week 7: Dollar Stores See Growth Amid Tariff Pressures—Infographic
Insight Report2Q25 Retail Inventory Insights: Diverging Strategies Amid Tariff Impacts in the Pre-Holiday Build-Up Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research October 30, 2025 Reasons to ReadUncover how retailers are navigating tariff risks, inventory divergence and digital transformation. Read this report to discover answers to these and other questions: How are retailers like Ulta, Bath & Body Works, and Kohl’s adopting diverging inventory strategies in response to uneven demand and tariff pressures? In what ways are tariff-driven cost timing and accounting methods distorting reported margins at companies such as Costco and Williams-Sonoma? Why are value-led and club formats like Dollar Tree, Walgreens Boots Alliance, and Costco outperforming peers on inventory turnover? How are early receipts and digital tools—including AI-based replenishment—shaping inventory visibility and seasonal readiness for players like Gap, Walmart, and Urban Outfitters? Companies mentioned in this report include: Abercrombie & Fitch, Aritzia, Bath & Body Works, Best Buy, BJ’s Wholesale, Costco, CVS Health, Dollar Tree, Five Below, Gap, Home Depot, Kohl’s, Lowe’s, Macy’s, Ross Stores, Target, TJX Companies, Ulta Beauty, Urban Outfitters, Walgreens Boots Alliance, Walmart, Williams-Sonoma and more. Data in this report include: US retail sales growth by month; inventory turnover ratios by retailer and sector; year-over-year changes in inventory values; and commentary on strategic inventory actions across leading US retailers. 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:Shoptalk Fall 2025 Day Three: From Constraints to Catalysts—Technology Driving the Next Era of RetailWeekly UK Store Openings and Closures Tracker 2025, Week 48: M&S To Open Up to 500 New Food StoresFinancial Confidence Improves: Weekly US Consumer Sentiment, Week 25, 2025—InfographicThe New Coresight 100: Leading the Retail Charge in 2025—Infographic
Insight ReportHead-to-Head in US Department Stores: Kohl’s vs. Macy’s Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research October 29, 2025 Reasons to ReadKohl’s and Macy’s are the two biggest names in the US department store sector. As part of the Head-to-Head series from Coresight Research, we provide insights into key elements of the businesses of Kohl’s and Macy’s, including their revenue and margin growth in recent years, shopper profiles and respective brick-and-mortar and digital strategies. Read this report to discover answers to these and other questions: Why did Macy’s generate more than double the sales per store compared to Kohl’s—and how sustainable is that productivity gap? Who shops at Kohl’s versus Macy’s today, including differences in age, income, and urban/suburban footprints? Which retailer is winning digital and omnichannel—Macy’s or Kohl’s? What do Macy’s “Bold New Chapter” store rationalization and Kohl’s recent closures mean for sales per square foot and market share through 2026? Data in this research report include: US revenues for both Macy’s and Kohl’s (fiscal 2020–2024); operating margins for both companies (fiscal 2021–2024); proprietary survey data on who shops at Kohl’s and Macy’s. 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:Steadiness Continues: Weekly US Consumer Sentiment, Week 15, 2025—InfographicIntroducing the New Tech 25 for ’25: Retail-Tech Companies To Watch—InfographicAI Underpins the Tech-Driven Shift in US Grocery, from Smarter Forecasting to Faster CheckoutAnalyst Corner: All Things Tech at Shoptalk Spring 2025 with John Harmon
Deep DiveHigh-Income Consumers’ Economic Optimism at Five-Month Low; Holiday Shopping Accelerates: US Consumer Survey Insights Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research October 29, 2025 Reasons to ReadDiscover how tariffs and inflation-driven shifts in sentiment and behavior are shaping the early weeks of the 2025 holiday shopping season. Read this report to discover answers to these and other questions: How is consumer sentiment diverging across income groups—and what does this mean for premium versus value retail performance? What early signals are we seeing in holiday shopping behaviors and which retailers are winning early-season share? Where are consumers shopping for holiday products and how are discount and convenience players performing? What product categories are leading early holiday purchases, and what role is inflation playing in consumer choices? Where are US consumers shopping for food and nonfood items and how is channel preference shifting? Data in this research report include: Consumer sentiment by income and time; holiday purchase rates; top retailers for holiday shopping and holiday categories; and retailer and category-level shopping data. Companies mentioned in this report include: Albertsons Companies, Amazon, Best Buy, Costco, Dollar Tree, eBay, Etsy, Family Dollar, Five Below, Gamestop, Hobby Lobby, Home Depot, JCPenney, Kohl’s, Kroger, Lowe’s, Macy’s, Old Navy, Ross Stores, Sam’s Cub, Sephora, Target, Temu, The TJX Companies, Ulta and Walmart. Other relevant research: US Holiday 2025: Consumer Survey and Retail Outlook—From Social To Smart: AI Becomes the New Driver of Holiday Discovery and Value Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. All Coresight Research coverage of US holiday 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 Other research you may be interested in:Financial Confidence Ticks Up Again: Weekly US Consumer Sentiment, Week 20, 2025—InfographicHoliday 2025 Survey Insights: Discount Retailers Dominate Top 10 as Government Shutdown ImpactsWeekly UK Store Openings and Closures Tracker 2025, Week 40: Claire’s UK Bought Out of BankruptcyNRF 2025: Retail’s Big Show: Day One—Agentic AI in Focus for Nvidia; Retail Revolution for Amazon and Macy’s
Event PresentationAgentic Commerce: What Retailers Need to Know for Holiday 2025 and to Succeed in 2026—Premium Subscriber Call, October 2025 John Mercer, Head of Global Research and Managing Director of Data-Driven Research October 28, 2025 Reasons to ReadUnderstand how agentic commerce and specifically agentic shopping are emerging as a shopping channel ahead of holiday 2025 in this Presentation. Our team discusses how retailers can tap the new opportunities to sell via ChatGPT and place this in the context of the wider agentic commerce ecosystem. In this presentation from an October 2025 Premium Subscriber Call, John Mercer, Head of Global Research, and John Harmon, Managing Director of Technology Research, cover: Why Agentic Commerce—Holiday 2025 and Beyond Agentic Shopping 101 What Retailers Can Do—Now and into 2026 The Agentic Commerce Future Agentic Shopping Implications Watch the analyst video that features this presentation 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:February 2025 US Retail Sales: First Year-Over-Year Drop Since the Pandemic—Electronics and Department Stores Lead DeclinesWeekly UK Store Openings and Closures Tracker 2025, Week 18: WHSmith To Open Additional Travel StoresAI Underpins the Tech-Driven Shift in US Grocery, from Smarter Forecasting to Faster CheckoutInnovator Profile: Gain—Autonomous AI Employees for Smarter, Faster Procurement
InfographicHoliday Bites: Toys and Games Show Resilience and AI Suitability—Data Graphic John Mercer, Head of Global Research and Managing Director of Data-Driven Research October 28, 2025 Reasons to ReadUncover toys and games shopping insights for holiday 2025. The data in this graphic are based on proprietary US consumer research. Our Holiday Bites Data Graphics provide snapshots of consumer and retail data for holiday 2025. Other relevant research: All Coresight Research coverage of US holiday 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 Other research you may be interested in:Weekly US Store Openings and Closures Tracker 2025, Week 41: Rite Aid Shuts Up Shop; Amazon Fresh Closes StoresWeekly UK Store Openings and Closures Tracker 2025, Week 42: Store Closures Exceed 1,000Disrupting Retail: Lessons from SHEIN and TEMU on Redefining Consumer Engagement and Supply Chain InnovationEarnings Insights 1Q25, Week 6: Costco Wholesale, Deckers Outdoor and Ulta Beauty Report Growth While Department Stores Face Challenges—Infographic
