Reasons to Read

Tariffs are no longer just a trade issue—they’re a resilience test. In today’s volatile environment, business-as-usual approaches are breaking down. It’s no longer enough to tweak sourcing or shift SKUs (stock-keeping units). Leading players are upgrading their entire playbook to compete, activating AI (artificial intelligence)-powered strategies that deliver agility across the retail value chain.

Success doesn’t come from adopting AI blindly—it requires a deliberate, strategic approach grounded in real business needs and long-term goals. Dive into this presentation from the event to uncover practical insights on how to make AI work smarter for your business.

In the webinar, we covered:

  • Why business-as-usual fails under tariff pressure, and what separates leaders from laggards
  • How to activate the AI-powered retail value chain, from procurement and supply chain to pricing and promotion
  • Strategic actions you can take now to build resilience and margin protection that lasts

The session was led by our Advisory Services team, who partner with retailers to navigate disruption through clear, data-backed strategies.

Learn more about our Advisory Services here.

Relevant research:

You are currently viewing a preview of this report.

Please select an access option to view the full report. Hide 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

Reasons to Read

The Coresight Research weekly US Consumer Survey Insights series provides a unique weekly check on US consumers’ behaviors and sentiment, based on exclusive proprietary survey data.

This week, in addition to our usual weekly findings on consumer sentiment, activities and shopping patterns, we assess our monthly metrics on the expected impact of tariffs, and perceptions of, and responses to, inflation.

The latest data in this report are from our survey conducted on July 7, 2025.

Data in this research report are our latest proprietary survey findings, which include:

  • Whether consumers expect tariffs to impact them personally/the economy negatively or positively
  • Concerns and perceived benefits around new tariffs, and any changes to shopping behaviors as a result of new tariffs
  • Consumers’ perceptions of inflation, and its impact on their grocery and nongrocery shopping behaviors
  • Consumers’ expectations for the economy overall and for their personal financial situation
  • Which retailers consumers have bought food and nonfood products from in the last two weeks

Companies mentioned in this research report include: Aldi, Amazon, Costco, Dollar General, Kroger, Target, Walmart

Other relevant research:

You are currently viewing a preview of this report.

Please select an access option to view the full report. Hide 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

Reasons to Read

Uncover:

  • How widely shopped Prime Day 2025 was and how spending compared to 2024
  • Which categories US consumers purchased on Prime Day 2025
  • The strength of summer-related purchases and back-to-school purchases on Prime Day
  • Rates of shopping for other July sales events in US retail

Data in this research report include proprietary US consumer survey data on:

  • Intent to shop versus actual shopping rates, 2023–2025
  • Category-level shopping on Prime Day, 2025 vs. 2024
  • Purchase rates for summer-related and BTS (back-to-school) products during Prime Day
  • Rates of shopping other July 2025 sales events such as Walmart Deals

Companies mentioned in this report include: Amazon, Best Buy, Target, Walmart

Other relevant research:

  • All our coverage of Amazon’s Prime Day
  • Retailer Dashboard: Amazon
  • The Amazon Databank brings together a range of proprietary Coresight Research data on Amazon, with a focus on its US retail and marketplace operations.
You are currently viewing a preview of this report.

Please select an access option to view the full report. Hide 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

Reasons to Read

Get key highlights and strategic insights from a showcase of AI startups focused on AI model optimization, repair and correction, governance and compliance, in addition to solutions for AI-powered testing and enabling non-technical employees to receive business insights from data.

We profile six companies from a virtual showcase of AI startups on June 26, 2025, organized by the Israeli Economic Mission.

You are currently viewing a preview of this report.

Please select an access option to view the full report. Hide 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

Reasons to Read

We analyze US consumers’ expectations for the 2025 end-of-year holiday season and provide our early perspective on US retail’s potential performance during the holiday peak.

What are the most likely scenarios for holiday retail growth in 2025, and how might tariffs, inflation and macro uncertainty affect the outlook? Read this report to find out.

Data in this research report include proprietary US consumer survey findings:

  • Consumer sentiment—expectations for the economy overall and for their own personal financial situation over the next 12 months
  • Consumers’ spending expectations for the 2025 holiday season compared to last year
  • How consumers expect their financial situation in the holiday season to compare to now—overall and by income level
  • Holiday shopping preferences

Companies mentioned in this report include: Walmart, Costco, The TJX Companies, Shein, Temu

Other relevant research:

You are currently viewing a preview of this report.

Please select an access option to view the full report. Hide 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

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, John Harmon, Managing Director of Technology Research, discusses how agentic AI will change how we shop, and how retailers will need to respond.

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

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 closures by TGJones, Watches of Switzerland and more.

This report presents data up to week 28 of 2025, ended July 11, 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: Lululemon Athletica, TGJones (formerly WHSmith high-street stores), The Original Factory Shop, Watches of Switzerland

Other relevant research:

You are currently viewing a preview of this report.

Please select an access option to view the full report. Hide 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

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 developments by Nordstrom, Staples, Watches of Switzerland and more.

This report presents data up to week 28 of 2025, ended July 11, 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: Factory Mattress, Nordstrom, Scrub Pro Uniforms, Staples, Watches of Switzerland

Other relevant research:

You are currently viewing a preview of this report.

Please select an access option to view the full report. Hide 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

Reasons to Read

The Coresight Research monthly China Consumer Survey Insights series takes a regular temperature check on Chinese consumers’ behaviors and sentiment, based on exclusive proprietary survey data.

In this research report, we present findings from our latest weekly surveys, with the most recent undertaken on June 30, 2025. We spotlight a lift in consumers’ economic and financial outlooks amid the 6.18 shopping festival.

Data in this research report are:

  • Consumers’ expectations for economic conditions and personal finances in the next 12 months
  • How consumers’ financial situation now compares to 12 months ago
  • Activities that consumers have done in the past two weeks
  • What products consumers have bought in-store and online in the last two weeks

Other relevant research:

You are currently viewing a preview of this report.

Please select an access option to view the full report. Hide 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

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 reveal declines in net financial and economic sentiment amid expectations of the 90-day tariff pause ending (though this has been delayed from July 9, 2025, to August 1, 2025). The latest data in this infographic are from our survey conducted on June 30, 2025.

Other relevant research:

You are currently viewing a preview of this report.

Please select an access option to view the full report. Hide 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

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 June 30, 2025, with headline findings on shifts in net financial and economic sentiment amid expectations of the 90-day tariff pause ending (though this has been delayed from July 9, 2025, to August 1, 2025).

In addition to our usual weekly findings on consumer sentiment, activities and shopping patterns, we dive into data on clothing, apparel accessories and footwear shopping specifically. Uncover popular retailers, brands and product categories.

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 apparel and footwear 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: Adidas, Amazon, NIKE, Target, Walmart

Other relevant research:

You are currently viewing a preview of this report.

Please select an access option to view the full report. Hide 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

Reasons to Read

In our latest coverage of Amazon’s Prime Day 2025 and competing events, uncover:

  • How membership tiers are playing a role across a number of summer shopping events
  • How retailers are battling for share in the festivalizing of summer retail
  • Why July 2025 promotional events are playing into how consumers want to shop
  • How retail media dovetails with promotional events
  • How summer shopping events can impact returns

Companies mentioned in this report include: Amazon, Best Buy, Target, TikTok, Walmart

Other relevant research:

You are currently viewing a preview of this report.

Please select an access option to view the full report. Hide 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

Reasons to Read

The Coresight Research monthly US Consumer Survey Insights Extra series offers a more detailed or specific take on trends and data from our weekly surveys of US consumers. This month, we continue our quarterly Seasonal Shopping series.

We assess consumers’ spending expectations for calendar events in the third quarter of 2025 (3Q25): Fourth of July, Labor Day and Amazon Prime Day.

Plus, we review holidays during 2Q25, analyzing how consumers celebrated Easter, Memorial Day, Mother’s Day and Father’s Day and how this behavior compared to their earlier plans.

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.

  • Previous reports in the Seasonal Shopping series cover US consumers’ early expectations for the end-of-year holiday season, but we are publishing our latest findings in the separate, upcoming US Holiday 2025 Early Outlook

Data in this research report are our latest proprietary survey findings on:

  • Whether US consumers expect to spend on the Fourth of July, Labor Day and Amazon Prime Day, and how much they expect to spend on each event compared to last year and in dollar terms
  • How consumers plan to celebrate events in 3Q25—and breakdowns by gender, age and income for selected holidays
  • Actual consumer behavior and spending during Easter, Memorial Day, Mother’s Day and Father’s Day (2Q25)

Other relevant research:

You are currently viewing a preview of this report.

Please select an access option to view the full report. Hide 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

Reasons to Read

The Coresight Research Retail 2025 series of reports looks ahead to the prospects for retail, exploring key trends by geography (namely, the US, the UK, China and India) and sector.

How is UK retail tracking against Coresight Research’s predictions? We provide a midyear review of the six predictions and trends that we outlined for 2025 in our Retail 2025: UK Retail Predictions report (published December 2024).

Understand how UK retail is adapting in a high-cost, low-growth environment—across data, media, margins and consumer behavior.

Read this report to discover answers to these questions:

  • How are unified commerce platforms unlocking new value in retail through data integration and omnichannel agility?
  • What’s driving the surge in in-store retail media, and how are grocers like Sainsbury’s and Tesco executing at scale?
  • Which retailers are monetizing proprietary technologies and IP—and why is this opportunity limited to a select few?
  • How are digital tools, AI (artificial intelligence) agents and automation reshaping both store-based and e-commerce shopping experiences?
  • What are the consumer behaviors shaping UK retail in 2025—from caution around inflation to the impact of GLP-1 adoption?

Companies mentioned in this report include: Aldi, Amazon, B&M, IKEA, John Lewis Partnership, Lidl, Marks & Spencer, Morrisons, Next, Ocado, Poundland, Primark, Sainsbury’s, Shein, Temu, Tesco

Other relevant research:

You are currently viewing a preview of this report.

Please select an access option to view the full report. Hide Options -

Get unlimited access to all our research with one of our subscription plans.

View Subscription Plans
or

Purchase this report.

Buy Now
@import url('https://fonts.googleapis.com/css2?family=Roboto:wght@300;400;700&display=swap'); #pf-body { font-family: 'Roboto', sans-serif; font-size: 14px; line-height: 1.4rem; } #pf-body h2, #pf-body h2 a, #pf-body h5, #pf-body h5 a { color: #ed1f2c; margin-bottom: 20px; font-size: 22px; line-height: 24px; text-transform: uppercase; font-weight: bold; } #pf-body h6 { font-size: 8px; font-style: italic; } #pf-body .copyright { margin-bottom: -30px; margin-top: 20px; } #pf-src, #pf-body .red-key-icon, #pf-body .coresight-meta-right, #pf-body .dataTables_paginate, #pf-body #qm-panels, #pf-body .coresight-category-tag, #pf-body #pf-date, #pf-body #pf-author, #pf-body .cli-privacy-overview, #pf-body .cli-tab-section, #pf-body div[id^="highcharts-screen-reader-region-before-"], #pf-body div[id^="highcharts-screen-reader-region-after-"], #pf-body .highcharts-contextmenu, #pf-body .highcharts-exporting-group { display: none; } #pf-body .wp-caption-text, #pf-body .tr-caption, #pf-body .caption-text { text-align: left; line-height: 1.3; font-size: 12px; } #pf-body .csr-footer-pdf-box { background-color: #ddd; margin-top: 20px; padding: 20px; text-align: center; } #pf-body .csr-footer-pdf-box p, #pf-body .csr-contributors-section p { margin-bottom: 0; } #pf-body .csr-contributors-section { margin-top: 20px; } #pf-body .key_points p { margin-bottom: 0; } #pf-body .csr-watermark { position: fixed; bottom: -20px; right: 5px; margin: 5px auto; opacity: .3; text-align: center; } #pf-body ul { padding-left: 1rem; margin-bottom: 10px; } #pf-body ul li:first-child:last-child { list-style: initial; } #pf-body table { border: 1px solid #e5e5e5; font-size:10px; } #pf-body tr { border-bottom: none; } #pf-body th, #pf-body td { border-bottom: 1px solid #e5e5e5; border-right: 1px solid #e5e5e5; line-height: 1.3; padding: 5px; } #pf-body td { vertical-align:top; } .pf-app-inner.d-flex.flex-column { flex:0 !important; } #pf-body .coresight-executive-summary-section { background-color: #f2f2f2; padding: 1px 15px; margin-left: -10px; margin-right: -10px; }