Insight ReportInflation Up, Sentiment Down: Alarm Bells for the US Consumer Economy? John Mercer, Head of Global Research and Managing Director of Data-Driven Research February 13, 2025 Reasons to ReadThe US consumer economy is in flux. With inflation creeping up and consumer sentiment taking a sharp downturn, retailers, brands and industry stakeholders must stay ahead of evolving market dynamics. We unpack the latest data on critical indicators shaping the retail landscape in 2025. Data in this research report include: Recent overall CPI inflation and retail-specific inflation rates Proprietary survey findings—US consumers’ economic and financial outlook over the next 12 months; expected impacts of tariffs on the economy and personal finances Other relevant research: Retail 2025: US Macro, Consumer and Retail Outlook New Tariffs, New Challenges: How US Trade Policies Could Impact Prices and Profits 2025 Tariffs: What Do US Consumers Think?—Proprietary Survey Insights Market Navigator: US Retail and E-Commerce—Seizing Opportunities Amid a Changing Landscape The Coresight Research US Consumer Survey Databankprovides additional insight into US consumer behaviors from our weekly surveys. 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:Enhance Shopping and Customize Care: Three Technologies Transforming the Drugstore and Pharmacy Retail LandscapeCanada Store Openings and Closures Tracker 2025: Store Openings Edge Past Closures as Costco, Sephora and Uniqlo ExpandInnovator Profile: Gain—Autonomous AI Employees for Smarter, Faster ProcurementGroceryshop 2025 Day Four: AI and Data Are Driving Shopper Journeys and Unified Organizations
Deep DiveAI Underpins the Tech-Driven Shift in US Grocery, from Smarter Forecasting to Faster Checkout Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research February 13, 2025 Reasons to ReadBuilding on our Market Navigator on the US grocery retailing, we explore the technologies currently shaping the sector, from AI (artificial intelligence) to ESLs (electronic shopping labels). We also provide insights on the technology trends impacting the grocery shopping experience through exclusive analysis of Coresight Research survey data. Proprietary survey data in this report include: US consumers’ feelings about selected ESL attributes What information (excluding prices) US shoppers find most useful on ESLs Features of smart shopping carts that interest US consumers the most Companies mentioned in this report include: Afresh Technologies, Albertsons Companies, Amazon, Dollar General, Dollar Tree, Hy-Vee, Kroger, Nestlé, Nvidia, RELEX Solutions, Simbe Robotics, Target, Walmart, Whole Foods Market, Zebra Technologies Other relevant research: Market Navigator: US Grocery Retailing—Igniting Unit Growth in a Low-Inflation Environment Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles. 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:The New Coresight 100: Setting the Direction for Global Retail in 2026Weekly UK Store Openings and Closures Tracker 2025, Week 36: UK Sees 25% Fewer Closures Year Over YearNRF 2025: Retail’s Big Show: Day One—Agentic AI in Focus for Nvidia; Retail Revolution for Amazon and Macy’sHoliday 2025: Black Friday Preview—Value, AI and Extended Promotions To Drive Sales This Year
Insight ReportRetail Shrink and ORC: Cargo Theft Hits Record Levels in the US, Retail Crime Costs Soar in the UK Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research February 13, 2025 Reasons to ReadRetail crime is escalating. Cargo theft has surged across North America, causing millions of dollars in losses, while shoplifting and in-store violence in the UK have hit unprecedented highs. As retailers navigate this crisis, they must strike a balance between loss prevention and maintaining a seamless shopping experience. Part of our monthly Retail Shrink and ORC (organized retail crime) series, this research report presents the latest developments in retail shrink in the US and Europe. We uncover: The 27% increase in cargo theft across the US and Canada, and its resulting losses First-party fraud rates during the recent holiday season and the business costs of chargebacks, returns fraud and promotional abuse The 24% year-over-year rise in retail crime costs in the UK New loss-prevention capabilities and employee safety solutions from selected technology vendors Retailer commentary on loss-prevention strategies from major retailers, including the impacts of AI-powered self-checkout The retailer sectors that are better positioned to mitigate retail shrink and those that risk losing advantage This report covers developments from the start of January to mid-February 2025. From 2025, we are publishing this series on a quarterly basis. 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. Companies mentioned in this report include: Albertsons, CVS, Groupement Mousquetaires, LiveView Technologies, Poundland, Sensormatic Solutions, Socure, Walgreens Other relevant research: More reports in the Retail Shrink and ORC series RetailTech: Leading-Edge Loss Prevention—Tackling Theft and Fraud Through RFID, Video Surveillance and More—a free report, sponsored by Sensormatic Retail Challenges Drive Edge Technology Investment—a free report, sponsored by VMware Retail-Tech Landscape: Loss Prevention 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:Analyst Corner: From Models to Markets—The Accelerating Shift Toward AI Applications, with Charlie PoonWeekly UK Store Openings and Closures Tracker 2026, Week 4: Malin + Goetz and Russell & Bromley File for AdministrationShoptalk Spring 2026: Day 1—Agentic Commerce and AI-Driven Personalization; Retail Media Innovation and Omnichannel Data; Emotional Connection and Loyalty in the AI EraRolling Metric Improves This Week: Weekly US Consumer Sentiment, Week 41, 2025—Data Graphic
Deep DiveMixed Signals—Economic Optimism Continues But Consumers Feel the Strain on Personal Finances: China Consumer Survey Insights Madhav Pitaliya, Analyst February 13, 2025 Reasons to ReadThe 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 January 27, 2024. We focus on consumer sentiment in China, which has exhibited significant volatility in recent months. Dive into our new survey data to uncover how consumer expectations for their personal finances and the economy are diverging, against a backdrop of ongoing stimulus measures and new US tariffs. 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: Read the full series of China Consumer Survey Insights reports. The Coresight Research China Retail Sales Databank brings together retail sales data to help you understand the trajectory of retail in China. Key Festivals and Holidays for Promotional Campaigns in China in 2025: Calendar More research reports on China retail Interested in more consumer survey analysis? Check out our US Consumer Survey Insights series. 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:SNAP Policy Changes and Funding Cuts: Impact on RetailersWeekly US Store Openings and Closures Tracker 2025, Week 27: Beauty Brand Miss A Announces Store ExpansionAugust 2025 US Retail Sales Outlook: July Strength and Improved Outlook Score Raise Retail Projection Above 4%US CPG Sales Tracker: E-Commerce Sustains Double-Digit Growth Rate; In-Store Sales Expansion Slows
Deep DiveLuxury Shopping in Focus; Sentiment Slumps Overall Amid Tariffs: US Consumer Survey Insights Aditya Kaushik, Analyst February 12, 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. This week, in addition to our usual weekly findings on consumer sentiment, activities and shopping patterns, we dive into findings on luxury shopping trends specifically. Where are luxury shoppers making purchases, and what categories are they buying? The latest data in this report are from our survey conducted on February 3, 2025, with headline findings on Gucci’s reported popularity, despite recent earnings results from parent company Kering indicating ongoing global challenges for the brand. Plus, we highlight declining consumer sentiment amid tariffs. Data in this research report are our latest proprietary survey findings on: Whether consumers have purchased luxury products in the past three months Popular brands and product categories among luxury 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 Consumers’ expectations for the economy overall and for their own personal financial situation—plus, breakdowns of our findings by income Companies mentioned in this research report include: Amazon, Burberry, Coach (Tapestry), Gucci (Kering), Louis Vuitton (LVMH), Macy’s, Walmart Other relevant research: Global Luxury—Retail 2025 Sector Outlook Visit the Coresight Research Fashion and Luxury Hub to explore sector data, reports and company profiles. 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:Weekly US Store Openings and Closures Tracker 2025, Week 42: 40 New Openings for Ross Stores Reflect Off-Price EncroachmentLower-Income Consumers’ Economic and Financial Sentiment Improves: US Consumer Survey InsightsCES 2026 Preview: A Guide to What Retailers Should See and DoWho Shops Where? 2025 Shopper Demographics: US Consumer Survey Insights Extra
Insight ReportEarnings Insights 4Q24, Week 2: Columbia Sportswear, Mondelēz and Tapestry See Sales Growth; Clorox, Estée Lauder and PepsiCo Report Declines Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research February 11, 2025 Reasons to ReadOur weekly Earnings Insights reports feature highlights from recent management commentary from major retailers within our Coresight 100 coverage list as they report fourth-quarter 2024 earnings. This week, there are highlights from companies that reported in the week ended February 7, 2025, across four sectors: apparel and footwear, beauty, consumer packaged goods and luxury. Data in this report are: Quarterly data from companies, including gross margins and sales data by brand (where applicable), channel and geography Companies mentioned in this report include: Clorox Company, Colgate‑Palmolive, Columbia Sportswear, The Estée Lauder Companies, Mondelēz International, PepsiCo, Ralph Lauren, Tapestry, Under Armour Other relevant research: Explore all our Earnings Insights reports, including quarterly wrap-ups. The Corporate and Financial Developments Databank includes details of management changes, financial guidance updates and capital raised by major retail companies. The US Holiday Retail 2024 Databank tracks key retail metrics for the holiday season, including hiring and delivery surcharges. 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 Consumer Sentiment Amid the Middle East Energy ShockFinancial Confidence Falls to New Low Following US Tariff Imposition: China Consumer Survey InsightsUS Store Tracker Extra, February 2026: Five Below and Sprouts Farmers Market Add 2.5+ Million Square Feet to Total Opened Retail SpaceWhat You Need to Know About US Tariffs and Consumers’ and Retailers’ Reactions—April 2025 Update
Insight ReportUS CPG Sales Tracker: Homecare and Health Dominate at the Start of 2025 Prerana P Kotian, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research February 10, 2025 Reasons to ReadThe Coresight Research and Circana monthly US CPG Sales Tracker provides our data-driven analysis of sales trends in the US CPG industry—covering the product categories of food & beverages, health & beauty, and general merchandise & homecare. This report presents key insights for the four weeks ended January 26, 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 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:JCPenney Merges with SPARC Group to Form Catalyst Brands—What It Means for US RetailHigh-Income Consumers Turn Optimistic About Economy: Weekly US Consumer Sentiment, Week 18, 2025—InfographicThe CORE Framework for Artificial Intelligence in RetailHigh Hopes—Heightened Economic Optimism Entering the New Year: US Consumer Survey Insights
Deep DiveNew Tariffs, New Challenges: How US Trade Policies Could Impact Prices and Profits Aditya Kaushik, Analyst February 10, 2025 Reasons to ReadOn February 1, 2025, the US government implemented a 25% tariff on imports from Canada and Mexico, as well as a 10% tariff on all goods from China. However, just days later, the tariffs on Canada and Mexico were paused for a month after the leaders of these countries announced moves to ramp up security at their borders. On the other hand, China has responded with 15% tariffs on coal, gas and other imports from the US; restrictions on some mineral exports to the US; and an antitrust investigation into Google. What are the implications of the new tariffs implemented by the US, and what measures can retail companies take to lessen their impact? Coresight Research dives into the latest on the tariffs and their impact. Data in this research report include: Proprietary survey data on US consumers’ expectations for their household financial situation and the overall economy over the next 12 months Top 10 most pressing concerns among CFOs, both pre- and post-election Companies mentioned in this research report include: Amazon, Burlington Stores, Colgate-Palmolive Company, Costco, Dick’s Sporting Goods, The Home Depot, Levi Strauss, Ralph Lauren, Shein, Temu, Ulta Beauty, VF Corporation, Walmart Other relevant research: 2025 Tariffs: What Do US Consumers Think?—Proprietary Survey Insights Proposed US Tariffs and Their Impacts—Price Hikes Likely, Making Diverse Supply Chains a Must Retail 2025: US Macro, Consumer and Retail Outlook 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:Walmart Investment Community Meeting 2025: From Low-Margin Retailer to Diversified, Digital Profit Engine, But Tariffs Create Uncertainty2025 Tariffs: Impacts on the US Consumer Economy—InfographicNRF 2025: Retail’s Big Show: Day Two—Diving into Loyalty and Sustainability with Sephora, Target, Walmart and OthersRetail-Tech Landscape: Supply Chain Technology
Analyst CornerAnalyst Corner—DeepSeek Opens the Door for AI Democratization: The AI Opportunity, with Charlie Poon Charlie Poon, Analyst February 9, 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, Charlie Poon, Analyst, discusses the emergence of Chinese AI (artificial intelligence) startup DeepSeek. From stock price declines to low-cost training, discover the ways in which DeepSeek is impacting the AI 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: DeepSeek: The Chinese AI Startup That Has Overtaken ChatGPT on Apple’s App Store Retail 2025: 10 AI Trends—An Inflection Point in the GenAI Revolution All our coverage of AI in retail Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. Read previous Analyst Corner reports, including last week’s report, which discusses three technologies that US retailers are implementing to futureproof their physical retail and customer engagement strategies. 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:Innovator Profile: ShopVision—Paving the Way for Intelligent E-Commerce with an AI TeammateWeekly UK Store Openings and Closures Tracker 2025, Week 36: UK Sees 25% Fewer Closures Year Over YearSector Focus: Beauty Retailing—Data GraphicWorld Retail Congress 2025 Insights: Consensus on Tariffs Floor, AI Risks in Adaptive Apparel, Smart Scaling in Focus
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2025, Week 6: Bargain Hunt and Liberated Brands To Close About 200 Stores Aaron Mark Dsouza, Data Analyst February 7, 2025 Reasons to ReadOur Weekly US and UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies. This week, we highlight bankruptcy-led closures by Bargain Hunt and Liberated Brands, as well as developments from other major retailers. Non-store-closure news includes the appointment of a new Operating Division President at Raley’s. This report presents data up to week 6 of 2025, ended February 7, 2025. Data in this research report include: Week-by-week comparisons of announced store closures and openings in the US and the UK—2025 vs. 2024 Major US and UK store closures and openings—2025 and 2024 Major US retail bankruptcies—2025 and 2024 Companies mentioned in this report include: Bargain Hunt, Crew Clothing, H&M, Liberated Brands, Pop Mart, Tractor Supply Company Other relevant research: The full collection of Store Tracker reports 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:Amazon Apparel US Consumer Survey 2025: New Shoppers, Deeper Loyalty—InfographicFlipkart Big Billion Days 2025: Sales-Tax Cuts To Drive Strong Consumer DemandConsumer Sentiment Improves Entering the New Year: US Consumer Survey InsightsEarnings Insights 4Q24, Week 5: Most Companies Report Strong Growth Results This Week
InfographicThree Data Points We’re Watching This Week, Week 6: US Consumer and Retail Focus John Mercer, Head of Global Research and Managing Director of Data-Driven Research February 7, 2025 Reasons to ReadOur Three Data Points We’re Watching This Week series spotlights key data points from this week’s research. Spanning the impacts of US tariffs, our retail sales projections and Amazon’s dominance in e-commerce, discover key data points we are watching in week 6 of 2025, with a US consumer and retail focus. Dive into the full research reports behind these data points: 2025 Tariffs: What Do US Consumers Think?—Proprietary Survey Insights January 2025 US Retail Sales Outlook: Projecting Mid-Single-Digit Growth for the Start of 2025 Online Shopping in Focus—Amazon Dominates E-Commerce Competition: US Consumer Survey Insights Other relevant research: 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. All graphics in the Three Data Points series This document was generated for Other research you may be interested in:Three Data Points We’re Watching This Week, Week 21: US Retail and Consumer DevelopmentsInnovator Profile: MUSE Inc.—Transforming Retail Operations with Intelligent Store RobotsTransforming Beauty Retail: AI Across the Value Chain, from Innovation to PersonalizationWeekly UK Store Openings and Closures Tracker 2025, Week 30: Marks & Spencer Opens Airside Food Stores
Deep DiveSeasonal Shopping, 1Q25—Expectations for Valentine’s Day and Presidents’ Day: US Consumer Survey Insights Extra Aditya Kaushik, Analyst February 6, 2025 Reasons to ReadThe 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 continue our quarterly Seasonal Shopping series. We assess consumers’ spending expectations for calendar events in the first quarter of 2025 (1Q25): Valentine’s Day and Presidents’ Day. Plus, we preview the end-of-year holiday season with an early outlook on shoppers’ spending plans and preferences. 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 our latest proprietary survey findings on: Whether US consumers expect to spend on Valentine’s Day and Presidents’ Day in 1Q25, and how much they expect to spend compared to last year and in dollar terms Where Valentines’ Day shoppers expect to spend What product categories consumers expect to buy for Presidents’ Day Consumers’ spending expectations for the 2025 holiday season Companies mentioned in this research report include: Amazon, Publix, Target, Walmart Other relevant research: All our coverage of US holiday retail Read the full series of US Consumer Survey Insights and US Consumer Survey Insights Extra reports. The 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:NRF 2026: Retail’s Big Show—Day 2—Retail Running on AI, Plus The Growing Value of Private Label and Creator ContentStore Tracker Extra: US Store Openings and Closures 2024 Review and 2025 OutlookAgentic Commerce: The Next Frontier of Consumer-Led Retail: Insights Presented at CMA|SIMAThree Data Points We’re Watching This Week, Week 12: US Retail and Consumer Latest
Insight ReportEarnings Insights 4Q24, Week 1: Levi Strauss, P&G, Walgreens and Others Post Sales Growth, While Burberry and Kimberly-Clark Report Declines Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research February 6, 2025 Reasons to ReadOur weekly Earnings Insights reports feature highlights from recent management commentary from major retailers within our Coresight 100 coverage list as they report fourth-quarter 2024 earnings. This week, there are highlights from companies that reported in the week ended January 31, 2025, across seven sectors: apparel and footwear, consumer packaged goods, drugstores, food and grocery, home and home improvement, luxury and specialty apparel. Data in this report are: Quarterly data from companies, including gross margins and sales data by brand (where applicable), channel and geography Companies mentioned in this report include: Albertsons, Aritzia, Burberry, Deckers Outdoors, Fast Retailing, H&M, JD Sports, Kimberly-Clark, LVMH, Next, Ocado, Procter & Gamble, Richemont, Tesco, Tractor Supply Company, VF Corporation, Walgreens Boots Alliance Other relevant research: Explore all our Earnings Insights reports, including quarterly wrap-ups. The Corporate and Financial Developments Databank includes details of management changes, financial guidance updates and capital raised by major retail companies. The US Holiday Retail 2024 Databank tracks key retail metrics for the holiday season, including hiring and delivery surcharges. 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:Consumer Optimism Softens Ahead of Golden Week: China Consumer Survey InsightsUS CPG Sales Tracker: In-Store Sales Recover; Beauty Leads Growth; Online Grocery Remains StrongGlobal Tech and Retail Layoffs in 2025: Structural or Cyclical?March 2025 US Retail Sales Outlook: Lowering Our Retail Growth Projections in an Uncertain Context
Store TrackerUS Store Tracker Extra, January 2025: 50+ Million Square Feet of Retail Space Slated To Close This Year Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research February 5, 2025 Reasons to ReadAnnouncements by Big Lots, Macy’s and Party City at the start of the year have pushed planned total closed retail space for 2025 to over 50 million square feet, Coresight Research estimates. Discover US retailers’ latest store closure and opening announcements, as well as the square-footage impacts of these developments. This report is part of our monthly US Store Tracker Extra series. We offer insights into announced developments as of January 31, 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, as a proportion of store portfolios and square-footage impacts US announced store closures and openings: week-by-week data for 2025 versus the comparable period in 2024 US retail bankruptcies, 2025 and 2024 Companies mentioned in this report include: Aldi, Big Lots, Macy’s, Party City, Walgreens Boots Alliance, Walmart Other relevant research: More research on 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. 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: US Apparel and Footwear Retailing—Key Distribution Channel Shifts in 2026Weekly US Store Openings and Closures Tracker 2025, Week 46: Boll & Branch Nearly Doubles Its Store CountUS Store Tracker Extra: Store Openings and Closures 2025 Review and 2026 Outlook—Data GraphicFinancial Confidence Stabilizes: Weekly US Consumer Sentiment, Week 42, 2025—Data Graphic
Deep DiveOnline Shopping in Focus—Amazon Dominates E-Commerce Competition: US Consumer Survey Insights Aditya Kaushik, Analyst February 4, 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. This week, in addition to our usual weekly findings on consumer sentiment, activities and shopping patterns, we dive into findings on e-commerce specifically. Where are online shoppers making purchases, and what categories are they buying? The latest data in this report are from our survey conducted on January 27, 2025, with headline findings on the dominance of Amazon in the e-commerce sector and trending product categories. Data in this research report are our latest proprietary survey findings on: Whether consumers have purchased products online in the past three months 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 Consumers’ expectations for the economy overall and for their own personal financial situation—plus, breakdowns of our findings by income Companies mentioned in this research report include: Amazon, eBay, Temu, Walmart Other relevant research: US and China E-Commerce—Retail 2025 Sector Outlook: Online Sales To Maintain Strong Growth Momentum Amazon Haul: The E-Commerce Giant Takes On Its Cross-Border Competitors Market Navigator: US Retail and E-Commerce—Seizing Opportunities Amid a Changing Landscape More coverage of e-commerce The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. The Amazon Databank brings together a range of proprietary Coresight Research data on Amazon, with a focus on its US retail and marketplace operations. 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 4: US Store Openings and Closures—2024 ReviewEconomic Sentiment Turns Negative This Week: Weekly US Consumer Sentiment, Week 37, 2025—InfographicPersonal Financial Sentiment Hits Six-Month Low: Weekly US Consumer Sentiment, Week 48, 2025—Data GraphicHoliday 2025: The Last Mile—Tariff-Driven Early Buying To Ease Peak Season Shipping Rush
