InfographicThree Data Points We’re Watching This Week, Week 15: US CPG Latest John Mercer, Head of Global Research and Managing Director of Data-Driven Research April 11, 2025 Reasons to ReadOur Three Data Points We’re Watching This Week series spotlights key data points from this week’s research. Discover key data points we are watching in week 15 of 2025. This week, we focus on recent CPG (consumer packaged goods) sales performance in the US, covering e-commerce, beauty and health products. This graphic draws on data from the latest report in the monthly US CPG Sales Tracker series, which we produce in partnership with Circana. Dive into the full research report behind these data points: US CPG Sales Tracker: Growth Momentum Eases Amid Greater Consumer Caution Other relevant research: Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles The Market Sizes Databank offers an overview of key retail market or sector sizes, including Coresight Research projections for future years. All graphics in the Three Data Points series This document was generated for Other research you may be interested in:US Store Tracker Extra, July 2025: 127 Million Square Feet of Retail Space To Close, Outpacing Openings by 60%Kroger and Instacart Expand Partnership To Advance Agentic Shopping and Accelerate Delivery EfficiencyEssential Guide to Shoptalk Spring 2026: Retail in the Age of AI—Balancing Automation and Human-Centric ExperiencesWeekly UK Store Openings and Closures Tracker 2026, Week 9: Marks & Spencer Leads Store Openings
Store TrackerWeekly US Store Openings and Closures Tracker 2025, Week 15: Guess? To Close Nearly 20 Stores Aaron Mark Dsouza, Data Analyst April 11, 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 recent major store closure plan announced by Guess?. Non-store-closure news includes Guess? appointing a new Chief Financial Officer. This report presents data up to week 15 of 2025, ended April 11, 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: Birkenstock, Daiso, GNC, Guess?, Kroger, RH, Stiiizy, Trader Joe’s 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:Weekly US Store Openings and Closures Tracker 2026, Week 4: Amazon To Close All Amazon Fresh Stores as Total Closures Surge by 1,000Sentiment, Tariffs and Inflation—How Is the US Shopper Reacting? US Consumer Survey InsightsShoptalk Spring 2025 “Shark Reef” Startup Pitch: Preview—12 Innovators Leveling Up the Customer Experience and Streamlining OperationsWhere Shoppers Live vs. Where They Shop: US Consumer Survey Insights Extra
Event PresentationFreeze, Flight or Fight? How Retailers Can Strategically Navigate Tariff Turmoil John Carroll, Interim Head of Advisory April 10, 2025 Reasons to ReadTariff changes are creating real challenges for retailers across categories—but with the right strategy, businesses can stay ahead rather than fall behind. Coresight Research held a webinar on April 10, 2025, focused on what to watch, what to avoid, and what to do now to protect performance in 2025 and beyond. Dive into this presentation from the event to uncover practical insights to help you make smarter decisions in a rapidly changing trade environment. Our insights cover consumer sentiment, what retailer CEOs are saying about tariff turmoil, and what “freeze,” “flight,” and “fight” strategies in response to tariffs look like (and their respective risks). The session was led by our Advisory Services team, who partner with retailers to navigate disruption through clear, data-backed strategies. In the webinar, we covered: Responding with intention–How thoughtful, timely actions can turn trade disruption into opportunity. Understanding the impact–What new tariffs mean for retail and how they’re likely to evolve. Taking action–Strategic and tactical guidance to help safeguard margins and build resilience. Featured speakers included: Max Kahn, President of Coresight Research John Carroll, Interim Head of Advisory at Coresight Research Anna Beller, Director of Special Projects at Coresight Research Scott Curtiss, Head of Field Presales at RELEX Solutions Paul Rosengard, Senior Advisor at WHP Global Data covered in this presentation include: Proprietary US consumer survey data—expectations for personal finances and the economy over the next 12 months; inflation-combating strategies; impacts of stock market volatility on spending Related research: Watch the on-demand webinar replay here. Mapping the US’s Reciprocal Import Tariffs: Which Nations Are Affected? Tariffs + Consumer Sentiment: A Timeline, 2025 All our coverage of tariffs Learn more about our Advisory Services 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 Other research you may be interested in:Earnings Insights 1Q25, Week 6: Costco Wholesale, Deckers Outdoor and Ulta Beauty Report Growth While Department Stores Face Challenges—InfographicRetail 2025: US Macro, Consumer and Retail OutlookThree Data Points We’re Watching This Week, Week 33: US Consumers’ Tariff PerceptionsWeekly UK Store Openings and Closures Tracker 2025, Week 51: Retailers Announce Around 250 Store Openings for 2026
Insight ReportUS CPG Sales Tracker: Growth Momentum Eases Amid Greater Consumer Caution Prerana P Kotian, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research April 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 (consumer packaged goods) industry—covering the product categories of food & beverages, health & beauty, and general merchandise & homecare. This report presents key insights for the four weeks ended March 23, 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:US Store Tracker Extra, May 2026: Boot Barn Takes Total Open Retail Space to 59 Million Square FeetResearch Preview: Agentic Commerce—Retail Moves to Product Visibility and Checkout on ChatGPTSentiment Declines After Weeks of Gains; Plus, Beauty Shopping in Focus: US Consumer Survey InsightsAnalyst Corner: How Fast Will Agentic Commerce Scale? Three Gauges to Watch, with Charlie Poon
InfographicSteadiness Continues: Weekly US Consumer Sentiment, Week 15, 2025—Infographic Coresight Research April 10, 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 our latest proprietary survey findings on: US consumers’ expectations for the economy overall and for their own personal financial situation over the next 12 months Selected data on trends by household income This week, we highlight continued steadiness in financial and economic expectations ahead of the April 2, 2025, announcement of reciprocal tariffs. The latest data in this infographic are from our survey conducted on March 31, 2025. Dive into the research behind this infographic: Consumer Sentiment Flatlines Ahead of Big Tariff Reveal; Plus, Mass Merchandisers and Wholesale Clubs in Focus: US Consumer Survey Insights Other relevant research: Inflation Up, Sentiment Down: Alarm Bells for the US Consumer Economy? 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 Other research you may be interested in:Why Is Shein Acquiring Everlane?Transforming Beauty Retail: AI Across the Value Chain, from Innovation to PersonalizationFinancial Confidence Improves: Weekly US Consumer Sentiment, Week 25, 2025—InfographicThree Data Points We’re Watching This Week, Week 24: Consumer Sentiment Improves: US vs. China
Infographic4Q24 Earnings Season Wrap-Up: Which Companies Missed, Beat and Fell in Line with Expectations?—Infographic Coresight Research Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research April 10, 2025 Reasons to ReadExplore which companies beat their consumer expectations and which missed consensus expectations during the 4Q24 (fourth quarter of 2024) earnings season with this infographic, covering more than 90 of the companies on the Coresight 100, our focus list of retailers and brand owners. Dive into the research report behind this infographic: 4Q24 Earnings Season Wrap-Up: Widespread Positive Sales Growth Recorded This Quarter Companies mentioned in this infographic include: Alibaba, Amazon, Best Buy, CVS Health, Carrefour, Chewy, Costco Wholesale, Dollar General, Dollar Tree, Foot Locker, Gap, Inc., The Home Depot, JD.com, Kohl’s, Kroger, Lowe’s, Lululemon Athletica, Macy’s, Petco, Ross Stores, Skechers, Target, The TJX Companies, Ulta Beauty, Walgreens Boots Alliance, Walmart Other relevant research: Explore all our Earnings Insights reports, including quarterly wrap-ups. 4Q24 Retail Inventory Insights: Retailers Maintain Lean Inventories as Overall Inventory Ratio Remains Unchanged The New Coresight 100: Leading the Retail Charge in 2025 The Corporate and Financial Developments Databank includes details of management changes, financial guidance updates and capital raised by major retail companies. Appendix Appendix Figure 1. 4Q24: Selected Retail Companies’ Performance Against Revenue Expectations, Tabulated Missed Revenue Expectations In Line with Revenue Expectations Beat Revenue Expectations Apparel and Footwear Columbia Sportswear; Crocs, Inc.; Skechers U.S.A., Inc. Adidas AG; Birkenstock Holdings; Deckers Outdoor Corporation; Levi Strauss & Co.; NIKE, Inc.; Ralph Lauren Corporation; Under Armour, Inc.; VF Corporation Beauty Bath & Body Works; Beiersdorf Aktiengesellschaft; Coty; Estée Lauder Companies; Ulta Beauty L’Oréal S.A Consumer Packaged Goods Mondelēz International; PepsiCo Kimberly-Clark Corporation; Reckitt Benckiser Group plc; Unilever PLC Clorox Company; Coca-Cola Company; Colgate-Palmolive; Danone S.A.; Haleon Plc; Nestlé S.A.; Procter & Gamble Department Stores Kohl’s Corporation; Macy’s Discount Stores Five Below Dollar General; Dollar Tree Drugstores CVS Health; Walgreens Boots Alliance E-Commerce eBay Inc. Alibaba; Amazon.com; Coupang, Inc.; JD.com; MercadoLibre, Inc.; PDD Holdings; Zalando SE Electronics Best Buy Co. Food and Grocery Alimentation Couche-Tard Inc.; Kroger; Woolworths Group Limited Albertsons Companies; Sprouts Farmers Market, Inc. Coles Group Limited; Koninklijke Ahold Delhaize N.V. Home and Home-Improvement Floor & Decor; Tractor Supply Company The Home Depot; Lowe’s Companies; Wayfair; Williams-Sonoma Luxury Moncler Group Hermès International; Kering SA; LVMH Moët Hennessy; Prada S.p.A.; Tapestry Mass Merchandisers Target Corporation; Walmart Petcare Petco Health and Wellness Company Chewy, Inc. Specialty Apparel Foot Locker; Ross Stores Industria de Diseño Textil, S.A.; Lululemon Athletica; Urban Outfitters Abercrombie & Fitch Co.; American Eagle Outfitters, Inc.; Aritzia; Burlington Stores; Dick’s Sporting Goods; Fast Retailing Co., Ltd.; Gap, Inc.; The TJX Companies Warehouse Clubs Costco Wholesale BJ’s Wholesale Club Latest company results: We term the period under review “4Q24,” which ended around January 31, 2025, for most covered companies (although how quarters are characterized can vary by company) Note: Beating or meeting estimates does not necessarily indicate positive results, especially as retailers navigate inflationary pressures and still-high interest rates Source: Company reports/Coresight Research 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 Content1Q25 Retail Inventory Insights: Lean Inventory, Tariff Mitigation, Supply Chain AdjustmentsWeekly US Store Openings and Closures Tracker 2026, Week 7: Aritzia and Trader Joe’s Announces Store OpeningsMixed Sentiment Trends Ahead of August 1 Tariffs; Plus, Luxury Shopping in Focus: US Consumer Survey Insights
Insight ReportBreathing Space for US Retailers and Brands: US Tariffs Paused for 90 Days But Hiked Further for China John Mercer, Head of Global Research and Managing Director of Data-Driven Research April 9, 2025 Reasons to ReadUS President Trump has announced a 90-day pause on reciprocal tariffs for countries excluding China—introducing a lower 10% rate in the interim—while simultaneously escalating tariffs on Chinese imports to a staggering 125%. In this free report, we unpack the implications of the latest tariff restructuring, offering insights for brands and retailers looking to navigate the increasingly volatile trade environment. Readers without a premium subscription can access this report with a free registration. Companies mentioned in this report include: Abercrombie & Fitch, American Eagle Outfitters, The Gap Inc., Uniqlo Other relevant research: What You Need to Know About US Tariffs and Consumers’ and Retailers’ Reactions—April 2025 Update Our upcoming webinar, Fight, Flight or Freeze? The Big Mistakes Retailers Must Avoid During Tariff Turmoil Mapping the US’s Reciprocal Import Tariffs: Which Nations Are Affected? Tariffs + Consumer Sentiment: A Timeline, 2025 All our coverage of tariffs 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:Analyst Corner: Evaluating Ulta Beauty’s Marketplace Launch as a Strategic Response, with Madhav PitaliyaUK Store Tracker Extra: 2025 Store Openings and Closures Review and 2026 OutlookHoneywell To Sell Productivity Solutions and Services Business for $1.4 Billion in CashWeekly US and UK Store Openings and Closures Tracker 2025, Week 7: Aldi and Skechers USA Announce Store Expansion Plans; Joann To Close 500 Stores
Event PresentationThe State of US Consumer Sentiment: Insights Presented at NARG Spring Meeting 2025 Deborah Weinswig, CEO and Founder April 9, 2025 Reasons to ReadOn April 9, 2025, Deborah Weinswig, CEO and Founder of Coresight Research, presented on US consumer sentiment at the NARG (North American Research Group, ICSC) 2025 Spring Meeting. Read the full presentation to discover Coresight Research survey findings that reveal the impacts of stock market volatility and tariffs on consumer spending and economic optimism. Other relevant research: All our coverage of tariffs 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 Other research you may be interested in:Sentiment Declines After Weeks of Gains; Plus, Beauty Shopping in Focus: US Consumer Survey InsightsPersonal Financial Sentiment Improves Significantly: Weekly US Consumer Sentiment, Week 49, 2025—Data GraphicUnlocking Success in Retail Merchandise Planning To Drive Sales and ProfitabilityUS Grocery Retailing—Themes, Concepts and Innovators: Opportunities Ahead Amid Increased Market Concentration
Event CoverageShoptalk Spring 2025 Wrap-Up: Customer-Centricity for a New Golden Age of Retail John Harmon, CFA, Managing Director of Technology Research April 9, 2025 Reasons to ReadCoresight Research is an official research partner of Shoptalk Spring 2025, which took place March 25–27, 2025, in Las Vegas, Nevada, US. The event attracted more than 10,000 attendees and featured more than 225 speakers and 900 retail technology and solution providers. We present our top insights from Shoptalk Spring 2025, centered around five key themes, from unified commerce and customer-centricity to retail media and advanced retail technologies. Other relevant research: See our daily coverage of Shoptalk Spring 2025 and catch up on insights from previous Shoptalk events here. Retail 2025: What Will Redefine US Retail?—Coresight Research Predictions Retail 2025: 10 Trends in Retail Technology Retail 2025: 10 AI Trends—An Inflection Point in the GenAI Revolution 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: Sotira—Monetizing Surplus Inventory with Automated Compliance, Logistics and Resale ChannelsJuly 2025 US Retail Sales: Growth Accelerates to Second-Highest Rate YTD, Supported by Prime DayResearch Preview: Agentic Commerce—Retail Moves to Product Visibility and Checkout on ChatGPTWeekly US Store Openings and Closures Tracker 2026, Week 20: Boot Barn To Open Stores
Deep DiveWhat You Need to Know About US Tariffs and Consumers’ and Retailers’ Reactions—April 2025 Update Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research April 9, 2025 Reasons to ReadHow are new US tariffs—and other countries’ potential retaliation and responses—disrupting the US retail sector and broader economic landscape? In this report, we dive into the latest on tariffs and their impacts. Drawing on proprietary data and industry interviews, this report explores: Economic disruption—Forecasts show potential ripple effects through retail and the broader economy, including a projected spike in consumer prices and heightened risk of recession. Consumer sentiment and behavior shifts—US consumers fear economic repercussions and are adjusting spending as a result. Retailer reactions—From multinational apparel brands to off-price powerhouses, discover how major players are responding, such as by reallocating sourcing, accelerating inventory strategies and leveraging diversified supply chains. Strategic opportunities—While many retailers brace for margin compression, others—such as secondhand platforms and domestic manufacturers—stand to benefit from shifts in consumer behavior and sourcing dynamics. Data in this research report include US consumer survey data from Coresight Research: The impact that consumers expect tariffs to have on them personally and on the economy Concerns around new US tariffs and perceived benefits of tariffs Changes in consumer behavior to avoid the effects of new tariffs Expectations for the economy and personal finances over the next 12 months Companies mentioned in this report include: Abercrombie & Fitch, Bath & Body Works, Beiersdorf Aktiengesellschaft, BJ’s Wholesale Club, Dollar Tree, eBay, Kroger, NIKE, Skechers, The TJX Companies, VF Corporation Other relevant research: This report updates our previous insights published in February 2025: New Tariffs, New Challenges: How US Trade Policies Could Impact Prices and Profits. Mapping the US’s Reciprocal Import Tariffs: Which Nations Are Affected? Tariffs + Consumer Sentiment: A Timeline, 2025 Webinar replay—Adapting to Tariff Pressures: Strategies for Retail Success 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 Other research you may be interested in:CEO Brief: Agentic AI—Creating a Digital Workforce to Achieve Enormous Leaps in EfficiencyWalmart Investment Community Meeting 2025: From Low-Margin Retailer to Diversified, Digital Profit Engine, But Tariffs Create UncertaintyDrugstore Decimation: Assessing Rite Aid’s Closures, and Which Competitors Stand To GainInside India’s Flourishing Men’s Skincare Market—Masstige Growth, Celebrity Influence and Tech Innovation
Deep DiveConsumer Sentiment Flatlines Ahead of Big Tariff Reveal; Plus, Mass Merchandisers and Wholesale Clubs in Focus: US Consumer Survey Insights Aditya Kaushik, Analyst April 8, 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 March 31, 2025, with headline findings on the dominance of Walmart (by shopper penetration). We also highlight steady trends in consumers’ financial and economic expectations ahead of reciprocal tariffs being announced 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: 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 All our coverage of tariffs March 2025 US Retail Sales Outlook: Lowering Our Retail Growth Projections in an Uncertain Context 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:Weekly UK Store Openings and Closures Tracker 2025, Week 36: UK Sees 25% Fewer Closures Year Over YearAmazon To Close Amazon Fresh and Amazon Go Grocery ChainsWeekly US Store Openings and Closures Tracker 2025, Week 29: Openings by Daiso, LEGO and TargetAnalyst Corner: How Is AI Shaping MarTech?—Transforming Your Strategy via Agentic AI, with Manik Bhatia
InfographicThree Data Points We’re Watching: Will Stock Market Volatility Impact US Consumer Spending? John Mercer, Head of Global Research and Managing Director of Data-Driven Research April 8, 2025 Reasons to ReadWe present new survey data on US consumers’ responses to changes in the stock market. Discover the impacts of stock market volatility on consumer spending overall and by income and age. This graphic serves as bonus content to our Three Data Points We’re Watching This Week series, which publishes every Friday and spotlights key data points from our research. Other relevant research: 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:Analyst Corner: US Consumers’ Plans for the Memorial Day, Mother’s and Father’s Day, and the Holiday Season, with Aditya KaushikAnalyst Corner: Agentic Commerce Is Progressing at Warp Speed, with John Harmon2026 Sector Outlook: US Beauty Retailing—Fragrance, GLP-1 and Science-Led Innovation To Drive ExpansionUS Store Tracker Extra, April 2025: JD Sports and 7-Eleven Drive Total Opened Retail Space to Over 67 Million Square Feet
Insight Report4Q24 Retail Inventory Insights: Retailers Maintain Lean Inventories as Overall Inventory Ratio Remains Unchanged Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research April 8, 2025 Reasons to ReadOur quarterly US Retail Inventory Insights series analyzes inventory trends in US retail. In this report, dive into trends by sector and inventory turnover ratios among major US retailers in the fourth quarter of 2024 (4Q24). We analyze inventory levels across ten sectors: beauty, department stores, discount stores, 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, Bath & Body Works, Costco Wholesale, 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 3Q24. Discover more research reports on retail management from Coresight Research. The US Retail Traffic and In-Store Metrics Databank provides monthly US retail traffic and in-store metrics for nonfood retailing. 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 Sentiment Stabilizes; Tariffs Pessimism Intensifies; Trading Down Persists: US Consumer Survey InsightsEarnings Insights 4Q24, Week 4: Birkenstock, Hermès, Sprouts and More Post Double-Digit GrowthHoliday 2025: US Retail Wrap-Up—Walmart Outpaces Amazon, Apparel Tops the Chart and Beauty Leads the Online SurgeAnalyst Corner: What We Learnt from Our Ninth Annual Amazon Apparel US Consumer Survey, with Aditya Kaushik
Analyst CornerAnalyst Corner: Agentic AI—The New Wave of AI Opportunity, with Charlie Poon Charlie Poon, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research April 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, Charlie Poon, Analyst, discusses the building blocks of agentic AI (artificial intelligence)—an emerging technology that builds on GenAI (generative AI) and is set to be transformative for retail and other industries. 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: All our coverage of AI in retail Retail 2025: 10 AI Trends—An Inflection Point in the GenAI Revolution 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 key real estate trends we are watching in the US retail market in 2025 and beyond. 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:Music Festivals: A Key Opportunity for Retail Brand EngagementThree Data Points We’re Watching This Week, Week 18: What US Consumers Think About Tariffs—UpdateRolling Metric Declines This Week: Weekly US Consumer Sentiment, Week 34, 2025—Infographic2026 Sector Outlooks: Ebook
Insight ReportUS Tariffs: Who Wins, Who Loses and What It Means for the Economy Anand Kumar, Associate Director of ResearchDeborah Weinswig, CEO and Founder April 4, 2025 Reasons to ReadOn April 2, 2025, the US government announced new reciprocal tariffs on dozens of countries around the world, potentially disrupting global trade, driving up costs for businesses and accelerating supply chain shifts. Rising trade barriers and tariffs are fundamentally reshaping global supply chains and corporate strategies. We examine the industries poised to benefit or suffer in a high-tariff environment, highlighting the importance of supply chain resilience and flexibility. We also assess the broader macroeconomic impact of tariffs on inflation, consumer demand and global trade patterns. Companies mentioned in this report include: Amazon, Dollar General, NIKE, Patagonia, Poshmark, The RealReal, The TJX Companies Other relevant research: Mapping the US’s Reciprocal Import Tariffs: Which Nations Are Affected? Tariffs + Consumer Sentiment: A Timeline, 2025 Webinar replay—Adapting to Tariff Pressures: Strategies for Retail Success 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 Other research you may be interested in:US CPG Sales Tracker: Beauty and Food Drive E-Commerce Growth; Discretionary Categories ReboundPlaybook: Strategic Responses for Brands and Retailers to the GLP-1 Consumer BoomWeekly UK Store Openings and Closures Tracker 2026, Week 2: Greggs To Open 120 Net New StoresConsumer Sentiment Continues to Improve; Plus, Online Shopping in Focus: US Consumer Survey Insights
