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We explore the evolving landscape of US grocery retailing, shaped by economic pressures and evolving consumer priorities. As shopper behavior transforms, retailers must navigate new challenges—and seize emerging opportunities.

Dive into our comprehensive, data-driven analysis to understand shifts in US consumers’ food shopping behavior and discover AI (artificial intelligence)-powered strategies for grocery retailers to adapt and improve efficiency.

From the rise of private label to the importance of AI-powered demand forecasting, this forward-looking research report offers critical insights and actionable takeaways to help grocery brands and retailers stay competitive in a rapidly changing market.

Data in this research report include:

Weekly grocery store visits and average dwell time, late February–early April 2025
Year-over-year in-store dollar and unit sales growth in food and nonfood, late February–early April 2025
Year-over-year in-store dollar and unit sales growth in US food and beverage private-label and name brands, 2021–2025
US in-store food and beverage sales—breakdown by name-brand and private-label sales, 2020–2025

Companies mentioned in this report include: Afresh Technologies, Albertsons, Aldi, Costco, Fresh Thyme Market, Grocery Outlet, Kroger, Puzl, RELEX

Other relevant research:

Listen to highlights from this report in our free Retaili$tic podcast episode, Inflation Bites: How Americans Are Rethinking Grocery Shopping (S5.EP18)
US Grocery—Retail 2025 Sector Outlook: Volume Growth Headwinds To Continue
Last year’s report in this annual series: How US Consumers Are Shopping for Groceries: Revealing Opportunities in Promotions and Private Label
Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles.
The Coresight Research and Circana monthly US CPG Sales Tracker provides our data-driven insights into online sales trends in the US CPG industry, including food & beverages.All our coverage of tariffs
More research reports on AI in retail
The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys.

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Reasons to Read

Discover the latest revenue and EPS (earnings per share) data from week two of the 1Q25 (first quarter of 2025) earnings season with this infographic, covering Coresight 100 companies that reported in the week ended May 4, 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: Adidas, The Coca-Cola Company, Colgate-Palmolive, CVS Health, Estée Lauder Companies, Haleon, Mondelēz International, Prada, Skechers, Sprouts Farmers Market, Wayfair

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.

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Reasons to Read

The Coresight Research and Circana monthly US CPG Sales Tracker provides our data-driven analysis of sales trends in the US CPG (consumer packaged goods) industry—covering the product categories of food & beverages, health & beauty, and general merchandise & homecare.

This report presents key insights for the four weeks ended April 20, 2025.

Data in this research report include:

CPG sales growth—e-commerce, in-store and in total
E-commerce and total CPG sales growth by category type
Food & beverages department breakdown by category: e-commerce and total sales growth
Nonfood department breakdown by category: e-commerce and total sales growth

Other relevant research:

More reports in our US CPG Sales Tracker series
Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles

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The 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 April 28, 2025, with headline findings on an increase in consumers’ net financial expectations.

In addition to our usual weekly findings on consumer sentiment, activities and shopping patterns, we dive into data on online shopping specifically. Uncover popular product categories and retailers, including the battle between Amazon and Walmart, in US e-commerce.

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
Popular retailers and product categories among online 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: Amazon, eBay, Shein, Target, Temu, Walmart

Other relevant research:

US and China E-Commerce—Retail 2025 Sector Outlook: Online Sales To Maintain Strong Growth Momentum
Retailer Dashboards: Amazon and Walmart
The Amazon Databank brings together a range of proprietary Coresight Research data on Amazon, with a focus on its US retail and marketplace operations.
More reports on e-commerce
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.

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Reasons to Read

The Coresight Research monthly US Consumer Survey Insights series offers a more detailed or specific take on trends and data from our weekly surveys of US consumers. This month, we take a deep dive into our comprehensive weekly survey data since the start of 2025 to reveal trends in US consumer sentiment by age, income, location type (rural vs. urban) and ethnicity.

Discover which consumer groups are most optimistic about the US economy and their personal finances, and how have their expectations recently changed. Plus, we reveal which consumer groups are most sensitive stock market changes when it comes to their spending behavior.

The appendix of this report provides results on consumers’ shopping behaviors from our weekly survey questions aggregated in four-week increments over the past few months.

Data in this research report are proprietary survey findings on:

US consumers’ expectations for the economy overall and for their household financial situation—breakdown by age, income, location type and ethnicity
Proportions of surveyed consumer subsets (by age, income and location type) who report that changes in the stock market affect their spending on nonessential purchases

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.

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On May 4, 2025, Deborah Weinswig, CEO and Founder of Coresight Research, presented at global leadership community YPO’s Retail CEO Summit on the changing state of the consumer economy.

This presentation offers insights on drugstore/pharmacy shopping, cross-border commerce—spotlighting Shein and Temu—and the impacts of tariffs on retail.

Data in this presentation include proprietary survey findings on:

US consumers’ expectations for the economy and their household financial situation
Shopping rates and purchased categories at drugstores/pharmacy retailers
Generational differences in visiting malls
Shopping rates at Temu
Concerns around the impacts of tariffs, including in driving higher prices for goods

We also highlight selected retailers’ relative tariff exposure to various countries (with data on supply chain sourcing), as well as US retail inventory growth analysis.

Other relevant research:

Tariffs + Consumer Sentiment: A Timeline, 2025
More research on tariffs, macroeconomics and the consumer
The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys.
What Can Retailers Learn from Shein and Temu?: Premium Subscriber Call, February 2025
4Q24 Retail Inventory Insights: Retailers Maintain Lean Inventories as Overall Inventory Ratio Remains Unchanged
All our coverage of drugstore retail

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Reasons to Read

Welcome 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, Manik Bhatia, Head of Custom Research, discusses the potential for increased use of AI (artificial intelligence) within the MarTech (marketing technology) landscape.

We also highlight our key research from the past week and upcoming reports to look out for, so you don’t miss out.

Other relevant research:

More coverage of AI in the retail sector
Read previous Analyst Corner reports, including last week’s report, which presents selected insights from our recently published Market Outlook on US foodservice.

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Reasons to Read

Our 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 WHSmith, as well as the announcement of a permanent Chief Financial Officer at John Lewis Partnership. This report presents data up to week 18 of 2025, ended May 2, 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: Bath & Body Works, Boots Opticians, Kiko Milano, Lidl, WHSmith

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.

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Reasons to Read

Our 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 Skechers, Trader Joe’s and Whole Foods Market, among others. In non-store-closure news, Dollar Tree has appointed a new Chief Supply Chain Officer.

This report presents data up to week 18 of 2025, ended May 2, 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: LEGO, Saks Fifth Avenue, Skechers USA, Tractor Supply Company, Trader Joe’s, Whole Foods Market

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.

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Reasons to Read

Our 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 18 of 2025. This week, we spotlight proprietary survey findings that reveal US consumers’ expectations for the financial and economic impacts of new tariffs.

Other relevant research:

Tariffs + Consumer Sentiment: A Timeline, 2025
All our coverage of tariffs
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, including our prior survey findings on consumers’ perceptions of tariffs

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Reasons to Read

Discover the latest revenue and EPS (earnings per share) data from week one of the 1Q25 (first quarter of 2025) earnings season with this infographic, covering Coresight 100 companies that reported in the week ended April 27, 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: Albertsons, Fast Retailing, Hermès, Inditex, Kering, Kimberly-Clark Corporation, Levi Strauss, L’Oréal, LVMH, Nestlé, PepsiCo, Procter & Gamble, Reckitt Benckiser, Unilever, Walgreens Boots Alliance

Other relevant research:

Explore all our Earnings Insights reports and infographics
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

Reasons to Read

The 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 six weeks of steadiness in sentiment metrics overall, but with a positive trend among high-income consumers. The latest data in this infographic are from our survey conducted on April 21, 2025.

Dive into the research behind this infographic: High-Income Consumers Turn Optimistic About Economy; Plus, Inflation Awareness Declines: US Consumer Survey Insights

Accompanying this infographic is a research video. Hear from John Mercer, Head of Global Research and Managing Director of Data-Driven Research, on the trends we are seeing in US consumer sentiment.

Other relevant research:

All Weekly US Consumer Sentiment infographics (The series launched in early March 2025.)
All our coverage of tariffs
Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys.

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This document was generated for

Reasons to Read

The 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 April 21, 2025, with headline findings on consumer sentiment steadiness and a decline in inflation awareness.

In addition to our usual weekly findings on consumer sentiment, activities and shopping patterns, we discuss how shoppers perceive and are responding to inflation.

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

Accompanying this report 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:

Market Navigator: US Retail and E-Commerce—Seizing Opportunities Amid a Changing Landscape
All our coverage of tariffs
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.

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Reasons to Read

In an era of shifting trade policies and heightened geopolitical uncertainty, retailers and brand owners face a pivotal challenge: how to future-proof global sourcing strategies in the face of US tariff escalation.

Companies’ ability to adapt to tariffs varies significantly depending on their existing sourcing mix and operational flexibility. We chart and detail the sourcing exposure of selected retailers and brand owners to various countries, with a focus on nations that are subject to high reciprocal tariff rates.

Which retail firms face high risk, and which are benefiting from greater regional diversification? Read this report to find out.

The companies covered in this report are part of the Coresight 100, our focus list of global retailers and brand owners that our readers and subscribers should pay attention to this year.

Data in this research report include:

Selected retailers and brand owners’ relative tariff exposure to various countries—charted and tabulated
Details of sourcing bases for selected retail companies operating in the US

Companies mentioned in this report include: Alimentation Couche-Tard, Amazon, Burberry, Fast Retailing (Uniqlo), Gap Inc., JD Sports, Levi Strauss & Co., Lululemon, Ulta Beauty

Other relevant research:

Mapping the US’s Reciprocal Import Tariffs: Which Nations Are Affected?
All our coverage of tariffs
More reports on supply chain

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Reasons to Read

In April 2025, announced store openings by 7-Eleven, JD Sports and Kroger, among others, have pushed the total amount of retail space set to open in the US in 2025 to just over 67 million square feet, according to Coresight Research estimates.

Discover US retailers’ latest store closure and opening announcements, as well as the square-footage impacts of these developments, with our monthly US Store Tracker Extra series. In this report, we offer insights into announced developments as of April 25, 2025.

Data in this report are:

Year-to-date (YTD) US store closures and openings estimates for 2025 and 2024, by retailer—total number of store closures/openings and their square-footage impact
US announced store closures and openings: week-by-week data for 2025 versus the comparable period in 2024
US retail bankruptcies, 2025 vs. 2024

Companies mentioned in this report include: 7-Eleven, Big Lots, JD Sports, Kroger, Meijer, Trader Joe’s, Walgreens Boots Alliance

Other relevant research:

Read more research reports covering physical retail.
View our full collection of store tracker reports.
The Coresight Research US and UK Store Tracker Databank is the definitive resource for information on store openings and closures by sector in the US and UK retail industries.
The Retail Bankruptcies Databank details bankruptcies of US and UK retail companies, restaurants and gyms since March 2020.

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