Deep DiveNavigating TikTok’s Uncertainty: Analyzing Challenges and Emerging User Migration Trends Anand Kumar, Associate Director of Research June 19, 2025 Reasons to ReadOn June 17, 2025, the US government announced that it will extend the deadline for TikTok to divest its US assets (which was set for June 19, 2025) by another 90 days—the third deadline extension to be granted so far. What would a TikTok ban mean for the social media landscape in the US? We analyze proprietary US consumer survey findings to discuss the implications of TikTok’s uncertainty for other social media platforms as well as brands and advertisers. Analysis in this report was first published on March 7, 2025, but remains relevant as TikTok’s future in the US is still in doubt. We have updated the report to reflect our latest US consumer survey findings as of mid-June 2025. Data in this research report include: TikTok Shop’s global GMV and year-over-year growth, 2021–2025E Coresight Research survey findings: Platforms that TikTok users use more frequently than TikTok and why; changes in social media usage in the case of TikTok’s ban; purchased categories on TikTok; likelihood of continued TikTok use if no ban is enacted US consumers’ view on how social media platforms will evolve in the next five years, from AI (artificial intelligence) functions to privacy features Companies mentioned in this report include: Amazon, Meta (Facebook, Instagram), Microsoft, Oracle, Pinterest, Snapchat, TikTok, X, YouTube Other relevant research: Amazon Bids to Acquire TikTok—What It Means for US E-Commerce Social commerce-focused US consumer survey findings: High-Income Consumers’ Financial Sentiment Reaches New Peak; Facebook Slumps in Social Commerce: US Consumer Survey Insights TikTok Shop: How Brands, Merchants and Creators Can Sell Products Directly on the Social Platform 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 DiveEarnings Insights 1Q25: Wrap-Up—Growth Outpaces Declines Across Most Sectors Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research June 18, 2025 Reasons to ReadWe review recent quarterly earnings for companies in the Coresight 100, our focus list of retailers and brand owners, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes. In this report we cover the first quarter of 2025 (1Q25), in which more than half the covered companies posted positive year-over-year sales growth rates. We first published this report on May 1, 2025, and updated its content—adding more companies—on a weekly basis as the earnings season progressed. The final update, wrapping up this season’s coverage, published on June 18, 2025. Data in this report include: Quarterly data from companies, including gross margins and sales data by brand (where applicable), channel and geography Companies mentioned in this report include: Adidas, Albertsons, Alibaba, Amazon, Best Buy, Burlington Stores, The Coca-Cola Company, Costco Wholesale, CVS Health, Dollar General, Dollar Tree, eBay, Foot Locker, The Home Depot, Kohl’s, L’Oréal, Lowe’s, Lululemon Athletica, LVMH, Macy’s, NIKE, PepsiCo, Procter & Gamble, Ralph Lauren, Ross Stores, Skechers, Tapestry, Target, The TJX Companies, Ulta Beauty, Under Armour, Urban Outfitters, Walgreens Boots Alliance, Walmart Other relevant research: Explore all our Earnings Insights reports, including quarterly wrap-ups. The Coresight 100 list The Corporate and Financial Developments Databank includes details of management changes, financial guidance updates and capital raised by major retail companies. 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 DiveFinancial Confidence Improves but Tariffs and Inflation Impact Shopping Behavior: US Consumer Survey Insights Aditya Kaushik, Analyst June 18, 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, we point to improvement in consumers’ financial outlook, driven by high- and middle-income consumers. In addition to our usual weekly findings on consumer sentiment, activities and shopping patterns, we discuss how shoppers perceive and are responding to tariffs and inflation, with headline findings on consumer pessimism about tariffs and the prevalence of trading down as an inflation-combating strategy. The latest data in this report are from our survey conducted on June 9, 2025. Data in this research report are our latest proprietary survey findings on: Consumers’ expectations for the economy overall and for their personal financial situation Consumers’ perceptions of tariffs (including net pessimism, concerns and perceived benefits), and the impacts of tariffs on shopping behavior Consumers’ perceptions of inflation, and its impact on grocery and nongrocery spending 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: Aldi, Amazon, Costco, Dollar General, Kroger, Target, Walmart Other relevant research: Tariffs + Consumer Sentiment: A Timeline, 2025 All our coverage of tariffs and macroeconomics Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. Our Weekly US Consumer Sentiment infographic series complements our survey reports with selected findings on consumers’ financial and economic expectations each week. 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 ReportMay 2025 US Retail Sales: Core Sales Growth Proves Solid Despite Pull-Forward of Purchases Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research June 17, 2025 Reasons to ReadIn May 2025, US retail sales (excluding gasoline and automobile sales) increased by nearly 4%, representing a deceleration from the previous month. Using data from the US Census Bureau, we analyze US retail sales in May 2025, in total and by sector. Data in this research report are: Year-over-year changes in US total retail sales (excluding gasoline and automobiles), May 2024–May 2025 Year-over-year changes in retail sales by sector, April and May 2025 Other relevant research: US Retail and Consumer Outlook: June 2025 US Retail in the Rest of 2025: Normalized Demand and Leaner Inventories Ahead of a High-Stakes Holiday Season Retail Under Pressure: How Will Tariffs Disrupt the Back-to-School and Holiday Seasons? Our monthly reports keep you up to date on retail sales (in total and by sector) and key consumer indicators in the US. All our coverage of macroeconomics and tariffs 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
Insight ReportAmazon Prime Day 2025: Preview—Five Essential Insights on Consumers’ Shopping Plans Anand Kumar, Associate Director of Research June 17, 2025 Reasons to ReadAmazon announced on June 17, 2025, that this year’s Prime Day shopping festival will be held during July 8–11, 2025, across 20 global markets. This report details five essential insights for retailers to know ahead of Amazon Prime Day 2025, with a focus on the US. Uncover: How consumer interest in Prime Day in recent years compares with actual conversion, and what can brands do to drive sales during the 2025 event Which product categories are set to dominate this year’s event What role seasonal demand plays How Prime membership levels and delivery infrastructure influence Prime Day’s reach and retailer participation Data in this research report include proprietary US consumer survey data on: Intent to shop versus actual conversion rates, 2023–2025 Category-level shopper intent for 2025 vs. 2024 Expectations to purchase summer-related and BTS (back-to-school) products during Prime Day Prime membership access levels Companies mentioned in this report include: Amazon, Target, Walmart, Whole Foods Market Other relevant research: All our coverage of Amazon’s Prime Day Retailer Dashboard: Amazon Amazon Apparel US Consumer Survey 2025: New Shoppers, Deeper Loyalty—Amazon Converts Browsers into Buyers 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
Deep DiveThe State of In-Store Retailing 2025: The Dawn of New-Age Stores, Powered by Technology Manik Bhatia, Head of Cobranded Research Sector Lead: Steven Winnick, Vice President—Innovator Services June 17, 2025 Reasons to ReadStore intelligence technologies—solutions to optimize inventory management, out-of-stocks, pricing and promotion execution, and planogram compliance—offer transformative potential for retailers to optimize brick-and-mortar retail operations. Read this report to discover answers to these and other questions: How far along are retailers in adopting store intelligence technologies like AI (artificial intelligence), robotics and shelf digitization—and where does growth potential remain? Is increased technology use effectively addressing operational challenges such as stockouts, planogram compliance and pricing errors? Why has pricing and promotion execution become the top challenge in retail—and how are errors in this area impacting revenue and shopper loyalty? What labor-related inefficiencies are costing retailers the most—and how can automation and real-time shelf visibility help? How much are retailers losing to in-store inefficiencies—and why are these losses worsening year over year? What types of technologies are retailers prioritizing for investment—and how are financial pressures accelerating spend? Gain critical insight on the state of in-store retailing, and discover how to tackle inefficiencies, protect against margin erosion and drive success in the face of labor challenges. Our analysis is informed by Coresight Research surveys of retailers in the drugstore, grocery, mass merchandise and warehouse club sectors. Data in this research report include: Global stores intelligence technologies market projections through 2029 Proprietary survey data, 2025 vs. 2024—extent of challenges and level of visibility across store-related business functions, challenges in achieving store efficiency, financial impact of store inefficiencies, and investment levels (current and future) for store intelligence technologies This report is produced and made available to non-subscribers of Coresight Research in partnership with Simbe, a store intelligence technology provider that offers solutions for out-of-stock management, pricing and promotion execution, planogram compliance and inventory management. This report is our second annual study on the state of in-store retailing. Read last year’s inaugural study here. Companies mentioned in this report include: Albertsons, ShopRite Supermarket, Schnucks, Walmart Other relevant research: All Coresight Research coverage of physical retail and emerging technology More Innovator Research from Coresight Research 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
Insight ReportRetail Under Pressure: How Will Tariffs Disrupt the Back-to-School and Holiday Seasons? Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research June 16, 2025 Reasons to ReadRetailers are facing rising risks for the 2025 back-to-school (BTS) and holiday seasons due to new US tariffs, especially on Chinese imports. A current 90-day pause on tariffs, ending July 9, 2025, (for countries other than China) provides a short-term window for retailers to restock, but the overall impacts are set to weigh heavily on margins and product availability. Discover what tariffs mean for retail this year and how retailers are adjusting their strategies ahead of the BTS and holiday seasons in response to recent and potential changes to tariffs. Data in this research report include: Popular BTS and holiday season categories’ exposure to China, by percentage imported Survey data on the impact of China-specific tariffs on US toy companies Companies mentioned in this report include: Amazon, Best Buy, FedEx, Hasbro, Lowe’s, Maersk, Mattel, Skechers, Target, Temu, Shein, Walmart, Williams-Sonoma Other relevant research: US Retail in the Rest of 2025: Normalized Demand and Leaner Inventories Ahead of a High-Stakes Holiday Season Tariffs + Consumer Sentiment: A Timeline, 2025 The Impacts of US Tariffs: Assessing Companies’ International Sourcing Exposure by Country Mapping the US’s Reciprocal Import Tariffs: Which Nations Are Affected? All our coverage of tariffs 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: Exploring IKEA’s City Stores Worldwide, with John Mercer John Mercer, Head of Global Research and Managing Director of Retail Research June 15, 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, John Mercer, Head of Global Research, discusses new openings by IKEA, based on our observations from store tours. What do the new store formats and features reveal about wider retail real estate trends in Western markets and in the furniture retail sector specifically? Read our insights 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. Companies mentioned in this report include: B&Q, IKEA, Target Other relevant research: All our coverage of real estate and physical retail 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. Read previous Analyst Corner reports, including last week’s report, which discusses recent AI (artificial intelligence)-focused developments and events. This document was generated for
InfographicThree Data Points We’re Watching This Week, Week 24: Consumer Sentiment Improves: US vs. China John Mercer, Head of Global Research and Managing Director of Retail Research June 13, 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 24 of 2025. This week, we highlight consumers’ expectations for their personal financial situation, presenting proprietary survey findings on consumer sentiment in the US and China. Dive into the research behind these data points: 1 & 2. High-Income Consumers’ Financial Sentiment Reaches New Peak; Facebook Slumps in Social Commerce: US Consumer Survey Insights 3. Consumer Sentiment Shows Signs of Improvement Amid Temporary Tariff Reduction: China Consumer Survey Insights Other relevant research: 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 TrackerWeekly UK Store Openings and Closures Tracker 2025, Week 24: Matalan To Open Stores; Poundland Continues To Shutter Stores Aaron Mark Dsouza, Data Analyst June 13, 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 opening and closure news at Anthropologie, Matalan, Poundland and Superdry, among others. This report presents data up to week 24 of 2025, ended June 13, 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: Anthropologie, IKEA, Matalan, Poundland, Superdry, The Works 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 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 US Store Openings and Closures Tracker 2025, Week 24: Casey’s To Open 80 Stores; Torrid To Close 180 Stores Aaron Mark Dsouza, Data Analyst June 13, 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 the latest store opening and closure announcements from Casey’s, Dollar Tree, Family Dollar and Torrid, as well as the announcement of a new Chief Operating Officer at Kirkland’s. This report presents data up to week 24 of 2025, ended June 13, 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: Casey’s, Dollar Tree, Fabletics, Family Dollar, Torrid, Wawa 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 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
Insight ReportRetail-Tech Landscape: Retail Media Abhinav Tagore, Analyst Sector Lead: Steven Winnick, Vice President—Innovator Services June 12, 2025 Reasons to ReadRetail media is reshaping the advertising landscape, providing data-driven targeting. With the market projected to continue double-digit annual growth through 2028, retail media is evolving beyond retailers’ owned digital ecosystems to deliver connected experiences across all channels. Read this Retail-Tech Landscape to explore key technology trends in retail media and discover the answers to these questions: How is AI (artificial intelligence) transforming retail media with real-time personalization and in-store integration? What are the benefits of programmatic advertising across RMNs? Why is connected TV (CTV) emerging as a critical ad format for retail media? How are strategic partnerships enabling offsite retail media growth and measurement? We also present 50+ key solution providers that are helping retailers to build and optimize their retail media capabilities across six categories: Digital marketing platforms In-store advertising Marketing personalization platforms Retail analytics Experiential technologies Retail media infrastructure platforms Data in this research report include: Coresight Research projections for the global retail media market size and year-over-year growth rates through 2028 Companies mentioned in this report include: Bambuser, Caper AI (Instacart), Criteo, Firework, Placer.ai, Treasure Data Other relevant research: Retail 2025: 10 Trends Shaping the Retail Media Market—a free report, sponsored by Criteo RetailTech: Connected TV—Bringing the Store to the Comfort of Your Sofa Connected TV’s Opportunities and Growing Pains: 10 Insights from CTV Connect 2025 More research reports on retail media and AI in retail All our Retail-Tech Landscapes spotlighting innovators that are disrupting the retail industry 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
InfographicHigh-Income Consumers’ Financial Sentiment Reaches New Peak: Weekly US Consumer Sentiment, Week 24, 2025—Infographic Coresight Research June 12, 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 improvement in consumers’ economic and financial outlooks, driven by high-income consumers. The latest data in this infographic are from our survey conducted on June 2, 2025. Dive into the research behind this infographic: High-Income Consumers’ Financial Sentiment Reaches New Peak; Facebook Slumps in Social Commerce: US Consumer Survey Insights Accompanying this infographic is a research video. Hear from John Mercer, Head of Global Research and Managing Director of Data-Driven Research, on the trends we are seeing in US consumer sentiment. Other relevant research: All Weekly US Consumer Sentiment infographics (The series launched in early March 2025.) 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 DiveUS Retail and Consumer Outlook: June 2025 John Mercer, Head of Global Research and Managing Director of Retail Research June 11, 2025 Reasons to ReadWe consider the US macroeconomic outlook for 2025 as of the start of June 2025, including metrics that directly impact the consumer economy and in the context of the myriad of recent tariffs announcements made by the US government. Dive into our proprietary consumer sentiment data as well as our insights on inflation, interest rates, the housing market and more. Understand key retail and consumer economy tailwinds and headwinds as we head into the second half of the year. Data in this research report include: Proprietary survey data on consumers’ expectations for their own personal financial situation Proprietary survey data on the impact they expect tariffs to have on them Survey data on the ways consumers’ are responding to inflation Year-over-year changes in US macroeconomic metrics—including GDP growth, CPI, credit delinquency, the personal savings rate and the home price index Companies mentioned in this report include: Aldi, Costco, Temu, The TJX Companies, Walmart Other relevant research: Retail 2025: What Will Redefine US Retail?—Coresight Research Predictions Market Navigator: US Retail and E-Commerce—Seizing Opportunities Amid a Changing Landscape The Coresight Research US Consumer Survey Databank provides 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
Deep DiveConsumer Sentiment Shows Signs of Improvement Amid Temporary Tariff Reduction: China Consumer Survey Insights Madhav Pitaliya, Analyst June 11, 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 May 26, 2025. We spotlight a rebound in economic and financial optimism following the US government’s announcement of a temporary reduction in 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: All our coverage of tariffs 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
