Reasons to Read

As part of the Coresight Research Head-to-Head series, we dive into the competition between the two market leaders in US warehouse club retailing: Costco and Sam’s Club.

Costco and Sam’s Club (owned by Walmart) are the two biggest names in the US warehouse club sector, with both operating membership-based models and offering bulk products at low prices. These companies focus on value and efficiency, stocking a curated range of items in large quantities to serve both everyday shoppers and small-business owners.

We assess Costco’s and Sam’s Club’s revenue and margin growth in recent years, their shopper profiles and respective brick-and-mortar and tech strategies.

How do the two companies stack up, and which is best positioned for future growth and success?

Data in this research report include:

  • Proprietary survey data on where warehouse club shoppers have shopped
  • Annual sales and year-over-year growth for Costco and Sam’s Club, 2020–2024
  • Operating margins for Costco and Sam’s Club, 2020–2024
  • US store counts for Costco and Sam’s Club, 2021–2025

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Reasons to Read

On April 29, 2025, the monthly Coresight Research Premium Subscriber Call saw our Advisory team share their expertise on the untapped potential of AI (artificial intelligence)-powered MarTech (marketing technology).

The world of MarTech is vast and often confusing. From personalization engines to campaign automation tools, content management systems to sophisticated analytics platforms, understanding where to focus your efforts and investments is critical for staying competitive. In this presentation, discover how to unlock MarTech value! With insights spanning GenAI (generative AI), agentic AI and more, we provide actionable insights, tools and frameworks to show you how to structure, prioritize and invest in MarTech today.

  • Premium subscribers can watch the on-demand webinar replay here.

Featured speakers on the Coresight Research team:

  • Philip Moore (Moderator), Head of Market Research
  • Anna Beller, Director of Special Projects
  • Jiayue Zhao, Strategy Consultant

Data in this presentation include:

  • MarTech software applications market size and growth trajectory
  • US survey findings—rates of MarTech capability utilization among US marketing leaders; barriers to high utilization; adoption rates of core MarTech tools

Learn more about our Advisory Services here.

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Reasons to Read

Drug retail is undergoing a significant transformation driven by rapid technological advancement.

Discover three key technologies that are providing drugstores and pharmacies with a competitive edge! We discuss how companies can cut costs, boost efficiency and deliver personalized experiences by embracing digital tools, including AI (artificial intelligence).

Data in this research report include:

  • Proprietary survey findings—Reasons why US consumers choose to shop at their favorite drugstore/pharmacy

Companies mentioned in this report are: CVS Health, Kroger, Walgreens Boots Alliance

Other relevant research:

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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, Sujeet Naik, Analyst, presents selected insights from our recently published Market Outlook on US foodservice.

Discover Coresight Research’s market growth projections, and understand the impacts of tariffs and inflation on the food-away-from-home sector. Data in this report include proprietary US consumer survey findings on how restaurant diners are changing their behavior as a result of menu price inflation.

  • Coresight Research premium subscribers can dive further into our comprehensive, data-driven analysis and projections for the US foodservice market in the full research report.

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:

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Reasons to Read

On April 26, 2025, Deborah Weinswig, CEO and Founder of Coresight Research, presented on technology-driven retailer-supplier collaboration as part of the “Meet the Industry” program at the NACDS Annual Meeting 2025.

Hosted by the National Association of Chain Drug Stores (NACDS), the “top-to-top” business conference unites senior decision-makers in retail pharmacy and consumer goods.

Read Weinswig’s presentation to discover five tech-driven strategies that protect against earnings erosion in the context of macroeconomic uncertainty and tariffs. These strategies, which touch on retail media, demand forecasting and pricing, align with elements of the Coresight Research CORE Framework for AI (artificial intelligence) in retail.

Data in this presentation include:

  • Proprietary survey findings—US consumer sentiment, drugstore/pharmacy shopping rates and popular product categories, generational mall traffic trends
  • US retail media market size
  • Case studies of technology solutions driving positive business results

Companies mentioned in this presentation include: Atria, Costco, Criteo, RELEX, Scintilla, Simbe Robotics, SpartanNash, Unilever, Walmart

Other relevant research:

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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 JD Sports’ global store plans, as well as store developments from Build-A-Bear Workshop and more. In non-store-closure news, Sleep Number has appointed a new Chief Marketing Officer.

This report presents data up to week 17 of 2025, ended April 25, 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: Daiso, Build-A-Bear Workshop, JD Sports, Sleep Number, Wawa

Other relevant research:

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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 plans from Asda and Sainsbury’s, as well as the stepping down of Asda’s Chief Information Officer. This report presents data up to week 17 of 2025, ended April 25, 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, Hobbycraft, JD Sports plc, J Sainsbury (Argos and Sainsbury’s)

Other relevant research:

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Reasons to Read

How is DeepSeek disrupting the AI (artificial intelligence) status quo, and what does this mean for the future of AI?

The generative AI (GenAI) landscape is shifting—and fast. In this report, explore one of the most disruptive developments in global AI: the emergence of DeepSeek, a Chinese AI company that is redefining what’s possible with open-source, low-cost, high-performing AI models.

This essential read breaks down how DeepSeek’s groundbreaking architecture and cost-efficient strategy is leading the democratization of AI, with the potential to restructure competitive dynamics across the global tech sector.

We unpack the technical breakthroughs, training methodology and strategic implications of DeepSeek’s AI models.

Companies mentioned in this report include: Alibaba, DeepSeek, Meta, OpenAI

Other relevant research:

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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 an uptick in economic expectations for the first time in eight weeks. The latest data in this infographic are from our survey conducted on April 14, 2025.

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Reasons to Read

The 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 April 21, 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.
  • 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.
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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 14, 2025, with headline findings on an uptick in consumers’ economic expectations.

In addition to our usual weekly findings on consumer sentiment, activities and shopping patterns, we dive into data on drugstore and pharmacy shopping specifically. Uncover popular retailers 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 drugstore and pharmacy 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: CVS Health, Rite Aid, Walgreens Boots Alliance, Walmart

Other relevant research:

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Reasons to Read

Amid current, challenging economic times, interest in sustainability is regrettably likely to take a secondary importance for many companies. However, Coresight Research believes that sustainability is not antithetical to profitability.

As retailers and brands reflect on the environmental impacts of their business this Earth Day (April 22, 2025), we explore five key areas where emerging technology can help to enhance sustainability while simultaneously improving revenues or reducing costs—in effect, doing good while doing well.

Data in this research report include:

  • Proprietary survey data on reasons for online apparel returns and what share of consumers planned to participate in the secondhand market while shopping for the 2024 holiday season
  • The estimated value of all food wasted across the supply chain in 2024
  • The estimated size of the US fashion resale market, 2025 and 2028

Companies mentioned in this report include: Apple, Amazon, Avery Dennison, Digital Wave Technologies, Invent.ai, Kroger, Macy’s, Inc., Meta Platforms, RELEX, SAP, Shein, Target, ThredUp, Walmart

Other relevant research:

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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, John Mercer, Head of Global Research, discusses Shein’s business model, highlighting insights from the company that were presented at the Retail Technology Show 2025.

Understand the company’s approach to aligning supply and demand in the fashion industry, and its implications for sustainability.

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:

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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 plans from B&M and Tesco, as well as Asda’s appointment of a new Chief People Officer. This report presents data up to week 16 of 2025, ended April 18, 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: B&M, The Range, River Island, Søstrene Grene, Tesco, Winfields Outdoors

Other relevant research:

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