Analyst CornerAnalyst Corner: Holiday Spirit, Bigger Budgets: US Consumers’ Plans for the Fourth of July, Labor Day and the Holiday Season, with Aditya Kaushik Aditya Kaushik, Analyst July 6, 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, Aditya Kaushik, Analyst, discusses new Coresight Research survey data that point to positive US consumer spending expectations versus last year for the Fourth of July, Labor Day and the end-of-year holiday season. Look out for our upcoming Seasonal Shopping, 3Q25 report for comprehensive insights on these holidays, as well as consumer behavior and spending during events in 2Q25 (Easter, Mother’s Day, Father’s Day and Memorial Day) and expectations for Amazon’s Prime Day. Analyst Corner also highlights our key research from the past week and upcoming reports to look out for, so you don’t miss out. Other relevant research: All our coverage of the end-of-year holiday season The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. Read previous Analyst Corner reports, including last week’s report, which discusses the back-to-school (BTS) shopping trends we are watching in 2025. This document was generated for
Insight ReportAmazon Prime Day India 2025: Preview—Capitalizing on E-Commerce Momentum; Unlocking Small-Town Potential Through Speed and Value Anand Kumar, Associate Director of Research July 4, 2025 Reasons to ReadAmazon’s Prime Day 2025 in India will run from July 12 to 14. Uncover how Amazon is leveraging Prime Day to deepen its reach and competitiveness in India’s booming e-commerce market—and the key features setting this year’s shopping event up for success. We offer five essential insights on Prime Day, spanning Amazon’s reach to small towns, its use of AI (artificial intelligence) to enhance the shopping experience, and more. Other relevant research: All our coverage of Amazon’s Prime Day (including in Western markets and from past years) 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. More reports on e-commerce and festivals/holidays 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
Store TrackerWeekly US Store Openings and Closures Tracker 2025, Week 27: Beauty Brand Miss A Announces Store Expansion Aaron Mark Dsouza, Data Analyst July 4, 2025 Reasons to ReadOur 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 Alimentation Couche-Tard, Miss A, Parachute, Trees n Trends and more, as well as the stepping down of Ulta Beauty’s Chief Financial Officer. This report presents data up to week 27 of 2025, ended July 4, 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: Alimentation Couche-Tard, Freebird, Miss A, Parachute, Trees n Trends, Ulta Beauty, Weis Markets 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 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
Store TrackerWeekly UK Store Openings and Closures Tracker 2025, Week 27: Store Closures Up 8% Year Over Year Aaron Mark Dsouza, Data Analyst July 4, 2025 Reasons to ReadOur 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 Clarks and Superdrug, as well as the appointment of a new Marketing Director (Food) at Marks & Spencer. Totaling 1,235, UK store closures for calendar 2025 are now up 8% year over year. This report presents data up to week 27 of 2025, ended July 4, 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: Aesop, Clarks, Marks & Spencer, ME+EM, Superdrug 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 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
InfographicThree Data Points We’re Watching This Week, Week 27: US Retail Faces Headwinds Georgina Smith, Head of Editorial July 4, 2025 Reasons to ReadOur 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 27 of 2025. This week, we highlight headwinds for US retail, covering store closures, decelerating in-store CPG sales and consumers’ price sensitivity amid tariffs. Dive into the research behind these data points: US Store Tracker Extra, June 2025: 120+ Million Square Feet of Retail Space To Close This Year, Outpacing Openings by Over 1.5X US CPG Sales Tracker: E-Commerce Sustains Double-Digit Growth Rate; In-Store Sales Expansion Slows US Back to School 2025: Early Shopping, Tariff Worries and Strategic Choices Shape BTS 2025 Other relevant research: View our full collection of store tracker reports, covering the UK, the US and Canada. All our coverage of tariffs Visit the Coresight Research Food, Grocery and CPG Retail 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. All graphics in the Three Data Points series This document was generated for
Store TrackerUS Store Tracker Extra, June 2025: 120+ Million Square Feet of Retail Space To Close This Year, Outpacing Openings by Over 1.5X Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research July 4, 2025 Reasons to ReadIn June 2025, announced store closures by At Home and New Rite Aid, which have filed for bankruptcy, pushed the total amount of retail space to close in the US this year to over 120 million square feet, Coresight Research calculates. Dive into 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 June 27, 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: Burlington Stores, Casey’s, Dollar Tree, Kroger, New Rite Aid, Torrid, Ulta Beauty Other relevant research: More research reports on physical retail View our full collection of store tracker reports, covering the UK, the US and Canada. 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
InfographicPositivity About Personal Finances Continues: Weekly US Consumer Sentiment, Week 27, 2025—Infographic Coresight Research July 3, 2025 Reasons to ReadThe 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 point to continued improvement in consumers’ financial expectations, which are diverging further from lagging economic sentiment. The latest data in this infographic are from our survey conducted on June 23, 2025. Dive into the research behind this infographic: Positivity About Personal Finances Continues; Walmart Leads Mass Merchandisers and Warehouse Clubs: US Consumer Survey Insights Other relevant research: All Weekly US Consumer Sentiment infographics (The series launched in early March 2025.) 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
Deep DivePositivity About Personal Finances Continues; Walmart Leads Mass Merchandisers and Warehouse Clubs: US Consumer Survey Insights Aditya Kaushik, Analyst July 2, 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 mass merchandiser and warehouse club shopping specifically. Uncover popular retailers and the most bought categories in these sectors. The latest data in this report are from our survey conducted on June 23, 2025, with headline findings on the dominance of Walmart among mass merchandisers and warehouse clubs (by shopper penetration). We also highlight continued improvement in consumers’ financial expectations, which are diverging further from lagging economic sentiment. Data in this research report are our latest proprietary survey findings on: Popular retailers and product categories among mass merchandiser and warehouse club shoppers Consumers’ expectations for the economy overall and for their own personal financial situation—plus, breakdowns of our findings by income 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: BJ’s Wholesale Club, Costco, Sam’s Club, Target, Walmart Other relevant research: Our Weekly US Consumer Sentiment infographic series complements our survey reports with selected findings on consumers’ financial and economic expectations each week. US Mass Merchandisers, Warehouse Clubs and Discount Stores— Retail 2025 Sector Outlook: Essentials To Fuel Revenue Growth Where Shoppers Live vs. Where They Shop: US Consumer Survey Insights Extra All our coverage of mass merchandisers, discount stores and warehouse clubs 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
Event PresentationNextGen 2025 Highlights: Coresight Research Premium Subscriber Call, July 2025 Anna Beller, Vice President of AdvisoryJiayue Zhao, Strategy ConsultantJohn Harmon, CFA, Managing Director of Technology ResearchMax Kahn, President July 2, 2025 Reasons to ReadThe Coresight Research NextGen 2025: Retail, Real Estate & the New Consumer conference, held on June 23, 2025, brought together a curated mix of leaders and innovators to dive into the shifts reshaping how we build, operate and connect. The event agenda put a sharp focus on AI (artificial intelligence), the evolving consumer and the spaces where commerce comes to life. On July 1, 2025, the Coresight Research team shared our takeaways from this conference in the latest Premium Subscriber Call, providing insights on critical topics impacting retail operations in 2025 and beyond. Read this presentation to explore five key themes from NextGen 2025, from the power of AI to the retail media opportunity to agile supply chains. Premium subscribers can watch the on-demand webinar replay here. Featured speakers on the Coresight Research team: Maxwell Kahn, President Anna Beller, Director of Special Projects John Harmon, Managing Director of Technology Research Jiayue Zhao, Strategy Consultant Other relevant research: Shaping What’s Next in Retail—Physical Retail, AI, Retail Media: Insights from NextGen 2025, a Coresight Research Conference All our insights on retail media, supply chain and AI in retail More event coverage from Coresight Research Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. Catch up on previous Premium Subscriber Calls 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
Deep DiveUS Back to School 2025, Part 1: Early Shopping, Tariff Worries and Strategic Choices Shape BTS 2025 Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research July 1, 2025 Reasons to ReadWe kick off our US Back to School 2025 series of reports by diving into proprietary survey findings on US consumers’ spending expectations for the BTS (back-to-school) season. When will consumers start shopping for BTS, and how much will they spend? How are inflation and tariffs impacting BTS 2025 shopping behavior? In which categories are consumers willing to shop resale? Read this report to find out! Data in this research report include: When consumers will shop for BTS, 2025 vs. 2024 How much consumers expect to spend on BTS per child How much consumers expect to spend on BTS compared to 2024—overall (in dollar and volume terms) and breakdowns by income, geography and school level The impacts of inflation and tariffs on BTS shopping Attitudes to BTS shopping—including spending on online learning tools, budget changes and openness to resale Other relevant research: Analyst Corner: Five Back-to-School Shopping Trends to Watch, with Madhav Pitaliya Retail Under Pressure: How Will Tariffs Disrupt the Back-to-School and Holiday Seasons? 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
Insight ReportUS CPG Sales Tracker: E-Commerce Sustains Double-Digit Growth Rate; In-Store Sales Expansion Slows Prerana P Kotian, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research July 1, 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 (consumer packaged goods) industry—covering the product categories of food & beverages, health & beauty, and general merchandise & homecare. How is the pace of CPG e-commerce growth shifting, and what macro and consumer trends are sustaining it? Which departments are driving or dragging total and online sales performance? Which product categories are seeing the strongest momentum across online and in-store channels? Find out with this report, which presents key insights for the four weeks ended June 15, 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
Analyst CornerAnalyst Corner: Five Back-to-School Shopping Trends to Watch, with Madhav Pitaliya Madhav Pitaliya, Analyst June 29, 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, Madhav Pitaliya, Analyst, discusses the back-to-school (BTS) shopping trends we are watching in 2025. Each year, Coresight Research surveys hundreds of parents of school-age children in the US to assess expected spending levels and shopping behavior for BTS. We will soon release in-depth research reports on findings from our latest survey, conducted in June 2025. Ahead of that series, we share preliminary findings and their implications. When, where and how will BTS shoppers spend? Look out for our upcoming three-part BTS series to find out. 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: Read previous Analyst Corner reports, including last week’s report, which presents three consumer-focused predictions that will define retail’s trajectory in the second half of 2025, from stagflation to private-label expansion. This document was generated for
Insight Report1Q25 Retail Inventory Insights: Lean Inventory, Tariff Mitigation, Supply Chain Adjustments Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research June 27, 2025 Reasons to ReadOur quarterly US Retail Inventory Insights series analyzes retail inventory data. In this report, we present inventory turnover ratios by sector and for selected major retailers in the first quarter of 2025 (1Q25). Dive into key commentary on inventory trends, planning and challenges, and discover the answers to the following questions: How are leading retailers adapting their inventory strategies to navigate tariffs, margin pressures and supply chain disruption? What drove divergent inventory turnover trends across retail sectors, and which categories saw the biggest shifts? What role is AI (artificial intelligence) playing in enhancing inventory visibility and operational efficiency for some retailers? We analyze inventory levels across 11 sectors: beauty, department stores, discount stores, drugstores, electronics, food and grocery, home and home-improvement, luxury, mass merchandisers, specialty apparel, and warehouse clubs. The companies featured in this series are among those listed in the Coresight 100. Data in this report include: Inventory turnover ratios by quarter (for the latest quarter and the prior eight quarters) Year-over-year changes in inventory values of covered US retailers for the latest quarter and the prior quarter Companies mentioned in this report include: American Eagle Outfitters, Aritzia, Bath & Body Works, Costco, Dollar Tree, The Home Depot, Kohl’s, Kroger, Lowe’s Companies, Macy’s, Tapestry, Target, The TJX Companies, Ulta Beauty, Walmart Other relevant research: Read the previous report in the series, which looks at 4Q24. Discover more research reports on retail management and supply chain 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
Store TrackerWeekly US Store Openings and Closures Tracker 2025, Week 26: Kroger To Close 60 Stores Aaron Mark Dsouza, Data Analyst June 27, 2025 Reasons to ReadOur 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 Gardner White, Kroger and more, as well as the appointment of a new Chief Financial Officer at Ahold Delhaize. This report presents data up to week 26 of 2025, ended June 27, 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: Ahold Delhaize, Gardner White, Lidl, Kroger 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 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
Store TrackerWeekly UK Store Openings and Closures Tracker 2025, Week 26: River Island To Close 30+ Stores Aaron Mark Dsouza, Data Analyst June 27, 2025 Reasons to ReadOur 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 New Look and River Island, among other developments, as well as the announcement of a new Chief Commercial Officer at Asda. This report presents data up to week 26 of 2025, ended June 27, 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, Farmfoods, New Look, Poundland, River Island 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 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
