Reasons to Read

On January 28, 2025, the monthly Coresight Research Premium Subscriber Call delved into our insights from two of the most influential conferences in the tech and retail world: CES 2025 in Las Vegas and NRF 2025: Retail’s Big Show in New York City.

Featured speakers on the Coresight Research team:

  • John Mercer, Head of Global Research (moderator)
  • Anna Beller, Director of Special Projects
  • John Harmon, Managing Director of Technology Research

This presentation from the event explores:

  • AI Everywhere—the prevalence of AI (artificial intelligence) across both events and its impact on retail
  • Tech Highlights—the standout tech themes that stole the show and the innovations reshaping the retail landscape, from retail media to loyalty and more
  • Future Retail Themes—key trends that offer insights into the transformative forces shaping the future of retail

This presentation accompanies the on-demand webinar of the Coresight Research Premium Subscriber Call in January 2025.

Companied mentioned in this presentation include: Amazon, IKEA, Lululemon, Macy’s, Nvidia, Oracle, Panasonic, Target, Volvo, Walmart

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Reasons to Read

We’re excited to introduce the newest version of the Coresight Research Tech 25, a curated list spotlighting 25 public companies that are driving innovation and redefining the future of retail technology.

These 25 tech companies receive a greater amount of focus in our retail-tech research coverage throughout the year.

Read this report to understand our selection methodology, and dive into what’s new in the Tech 25 for 2025. We also provide a breakdown of the list by type and sector, and introduce the companies you need to know!

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Reasons to Read

We’re excited to introduce the newest version of the Coresight 100, a curated list spotlighting 100 of the most impactful and influential retailers and brand owners that our readers and subscribers should pay attention to.

The Coresight 100 list serves as a cornerstone of our annual research strategy, highlighting key sectors and companies that align with our expertise and focus areas.

Read this report to understand our selection methodology, and dive into what’s new in the Coresight 100 for 2025. We also provide a breakdown of the list by sector and geography.

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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, Madhav Pitaliya, Analyst, explores the state of China’s economy and Coresight Research’s outlook for the future of retail in the country. This report includes analysis of retail sales, consumer sentiment, inflation and the housing market.

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

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Read previous Analyst Corner reports, including last week’s report, which discusses new data on the impacts of GLP-1 weight-loss medications on consumers’ grocery spending.

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Reasons to Read

Understand holiday 2024 retail performance in the UK with our conclusions from peak-season trading. We also look ahead to the prospects for 2025. In this wrap-up, we assess data from the Office for National Statistics (ONS), as well as external metrics of retail and consumer health, and trading updates from major retail companies.

Data in this research report include:

  • Total UK retail sales growth, October 2023–December 2024
  • UK retail sales growth during the 2024 holiday season, broken down by sector and month
  • Major UK grocery and nonfood retailers’ sales results for holiday 2024 vs. holiday 2023

Companies mentioned in this research report include: Aldi, M&S, Next, Primark, Sainsbury’s, Tesco

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Reasons to Read

The Coresight Research team attended CES 2025 (formerly the Consumer Electronics Show), hosted by the Consumer Technology Association (CTA) in Las Vegas, Nevada.

Did you miss the event? No need to worry! We wrap up our coverage of the event with our top 10 takeaways, highlighting the impact of AI (artificial intelligence) across multiple sectors, as well as other themes we saw at CES 2025, including sustainability and shoppable video.

Companies mentioned in this report include: Alibaba Group, Amazon, Apple, BJ’s Wholesale Club, Consumer Technology Association, Delta Air Lines, The Home Depot, Intel, L’Oréal, Lowe’s Companies, Nvidia, Panasonic, Walmart

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Reasons to Read

Our Weekly US and UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies. This week, we highlight the climbing store-closure counts in the UK and the US. Non-store-closure news includes the appointment of a new Chief Operating Officer at Weis Markets, as well as a new CEO at N Brown.

This report presents data up to week 4 of 2025, ended January 24, 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: 7-Eleven, Daiso, Joann, Kohl’s, Macy’s, Morrisons

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Reasons to Read

Coresight Research concludes our coverage of the 2024 holiday season in US retail. We explore proprietary consumer survey data, store-visit (traffic) data, earnings updates from major retailers and retail sales data from the US Census Bureau, providing you with the key takeaways you need to start 2025.

Data in this research report include:

  • Proprietary survey data on consumers’ pre-holiday spending expectations and their reported, actual holiday spending
  • Survey data on what categories and retailers consumers shopped during the 2024 holiday season
  • Store traffic data for the holiday quarter by sector and retailer
  • US total retail sales excluding gasoline and automobiles, October 2023–December 2024
  • US retail sales by sector, October–December 2024

Companies mentioned in this research report include: Amazon, Big Lots, Burlington Stores, Costco, Dollar General, Dollar Tree, Five Below, The Home Depot, Kohl’s, Lululemon Athletica, Macy’s, Ross Stores, Sephora, Target, The TJX Companies, Ulta Beauty, Walmart

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Reasons to Read

The Store Tracker Extra monthly series offers additional insight into retailers’ store closure and opening announcements.

In this infographic, we provide highlights from our yearly review of store closures and openings in the US. We review calendar 2024, breaking the counts down by sector and outlining square-footage impacts, location types (on-mall versus off-mall) and openings/closures as a proportion of retailers’ store bases.

We also present our projections for total closures and openings in 2025.

This infographic accompanies our full report: Store Tracker Extra: US Store Openings and Closures 2024 Review and 2025 Outlook

Other relevant research:

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Reasons to Read

The Store Tracker Extra monthly series offers additional insight into retailers’ store closure and opening announcements.

In this report, we provide our yearly review of store closures and openings in the US. We review calendar 2024, breaking the counts down by sector, as well as present our projections for 2025. We also provide estimated square-footage impacts, location types (on-mall versus off-mall) and openings/closures as a proportion of retailers’ store bases.

Stay tuned for our Store Tracker Extra report on store closures and openings in the UK in 2024, publishing next week.

Data in this research report include:

  • US store closure and opening counts, 2019–2025E
  • Major announced US store closures and openings, 2025
  • US store closures and openings by sector, 2024
  • Breakdown of US store closures in the discount-store sector by retailer, 2024
  • Breakdown of US store openings in the discount-store sector by retailer, 2024
  • Details of announced US store closures and openings for 2024, by retailer—total closures, closures as a proportion of store base, total size (square footage) of estimated closures, predominant location type

Companies mentioned in this report include: 7-Eleven, 99 Cents Only Stores, Aldi, Big Lots, CVS Health, Dollar General, Dollar Tree, Family Dollar, Five Below, JD Sports, Kohl’s, Macy’s, Party City, The TJX Companies, Walgreens Boots Alliance

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Reasons to Read

Coresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content:

  • Countries of operation and key product categories
  • Annual metrics—including revenues, operating margin and global store numbers
  • Our insights into the company’s operations, including consideration of headwinds and tailwinds
  • Business strategy
  • Recent company developments
  • The company’s current management team

Click here to see our full Coresight 100 list and related reports.

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Reasons to Read

The Coresight Research team attended CES 2025 (formerly the Consumer Electronics Show), hosted by the Consumer Technology Association (CTA) in Las Vegas, Nevada.

From computer vision and shoppable video to AI (artificial intelligence)-powered retail and the metaverse, dive into the critical technologies that are reshaping consumer engagement. We discuss insights presented by Deborah Weinswig, CEO and Founder of Coresight Research, and other retail and technology leaders during the Retail track of CES 2025.

Companies mentioned in this report include: Alphabet, Alibaba, Amazon, The Home Depot, invent.AI, Intel, Lowe’s Companies, Meta, Pinterest, Relex, Simbe, Snap Inc.

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