InfographicEarnings Insights 1Q25, Week 7: Dollar Stores See Growth Amid Tariff Pressures—Infographic Coresight Research Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research June 10, 2025 Reasons to ReadDiscover the latest revenue and EPS (earnings per share) data from week seven of the 1Q25 (first quarter of 2025) earnings season with this infographic, covering Coresight 100 companies that reported in the week ended June 8, 2025. Dive into the data behind this infographic with our full report: Earnings Insights 1Q25 Data in this infographic include: Quarterly revenue and EPS data (where applicable) from companies on our Coresight 100 list Companies mentioned in this infographic include: Dollar General Corporation, Dollar Tree, Five Below, Gap Inc., Lululemon Athletica, Petco Health and Wellness Company, PVH Corp. Other relevant research: Explore all our Earnings Insights reports, including quarterly wrap-ups. 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. This document was generated for
Deep DiveHigh-Income Consumers’ Financial Sentiment Reaches New Peak; Facebook Slumps in Social Commerce: US Consumer Survey Insights Aditya Kaushik, Analyst June 10, 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’ economic and financial outlooks, driven by high-income consumers. In addition to our usual weekly findings on consumer sentiment, activities and shopping patterns, we spotlight social commerce, revealing which social media platforms are popular for shopping and which product categories are bought at the highest rates. The latest data in this report are from our survey conducted on June 2, 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—in total and by income Social commerce—whether consumers have used social media as part of the shopping process in the past three months; and popular platforms and product categories shopped on social media 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: Facebook, Instagram, TikTok Navigating TikTok’s Uncertainty: Analyzing Challenges and Emerging User Migration Trends All our coverage of digital commerce 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
Insight ReportUS Retail in the Rest of 2025: Normalized Demand and Leaner Inventories Ahead of a High-Stakes Holiday Season Anand Kumar, Associate Director of Research June 9, 2025 Reasons to ReadAs we approach the second half of 2025, macroeconomic signals in the US remain mixed, but recent retail sales data suggest that consumers are not pulling back; however, they are becoming more intentional, value-conscious and channel-agnostic. We offer 10 predictions for the rest of the year, and outline core economic dynamics that are set to reshape the retail sector in the months ahead. What qualities will set retailers and brands apart? Discover critical insights to stay ahead through 2025. Data in this research report include/are: US retail sales growth, actual and projected, January–December 2025 Companies mentioned in this report are: Aldi, Costco, Temu Other relevant research: Tariffs + Consumer Sentiment: A Timeline, 2025 US Forecast To See Multibillion-Dollar Hit from Falling International Visitor Spend: Another Retail Headwind US Tariffs: Divergence Between Consumer and Business Sentiment and What It Means for Retail 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: From Models to Markets—The Accelerating Shift Toward AI Applications, with Charlie Poon Charlie Poon, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research June 8, 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 recent AI (artificial intelligence)-focused developments and events—including Amazon’s AWS Summit and Google I/O—that point to a shift in focus from hardware to applications in the world of AI. 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: AWS (Amazon), Google, HK01, OpenAI, SAP Other relevant research: The Agentic AI Playbook: How to Redefine Retail with Intelligent Autonomy—a free report, sponsored by AWS Retail 2025: 10 AI Trends—An Inflection Point in the GenAI Revolution All our coverage of AI in retail Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. Read previous Analyst Corner reports, including last week’s report, which offers three insights on China e-commerce dynamics, drawing on data from the China Online Consumer Brand Index. This document was generated for
InfographicThree Data Points We’re Watching This Week, Week 23: US Retail Sectors in Focus John Mercer, Head of Global Research and Managing Director of Retail Research June 6, 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 23 of 2025. This week, we present proprietary survey findings on US consumers’ shopping behavior in the grocery, home and home-improvement sectors, uncovering the rise of e-commerce and Walmart. Dive into the research behind these data points: 1. US Online Grocery Survey 2025: Full-Basket Orders Increase as Delivery Retains Its Dominance 2 & 3. Economic Sentiment Climbs; Walmart Overtakes Lowe’s in Home-Improvement Sector: US 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 23: Aldi and Topshop To Open Stores Aaron Mark Dsouza, Data Analyst June 6, 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 Aldi, B&M, Bershka and Heron Foods, among others. This report presents data up to week 23 of 2025, ended June 6, 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: Aldi, B&M, Bershka, Heron Foods, IKEA, Victoria’s Secret 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 23: Rite Aid To Close Almost 500 Stores Aaron Mark Dsouza, Data Analyst June 6, 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 American Eagle, Signet Jewelers, Rite Aid, Ulta Beauty and others, as well as the announcement of a new CEO at Aldi US. This report presents data up to week 23 of 2025, ended June 5, 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: American Eagle Outfitters, Banana Republic, Bath & Body Works, New Rite Aid, Signet Jewelers, Ulta Beauty 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 ReportUS CPG Sales Tracker: Beauty Sales Accelerate, While Online Grocery Sees Sharp Slowdown Prerana P Kotian, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research June 5, 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 May 18, 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
InfographicEconomic Confidence Climbs; Financial Optimism Turns Positive: Weekly US Consumer Sentiment, Week 23, 2025—Infographic Coresight Research June 5, 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 increases in economic and financial expectations, with the latter entering positive territory for the first time in three months. The latest data in this infographic are from our survey conducted on May 26, 2025. Dive into the research behind this infographic: Economic Sentiment Climbs; Walmart Overtakes Lowe’s in Home-Improvement Sector: US Consumer Survey Insights 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 DiveEconomic Sentiment Climbs; Walmart Overtakes Lowe’s in Home-Improvement Sector: US Consumer Survey Insights Aditya Kaushik, Analyst June 4, 2025 Reasons to ReadThe Coresight Research weekly US Consumer Survey Insights series takes a regular temperature check on US consumers’ behaviors and sentiment, based on exclusive proprietary survey data. This week, in addition to our usual weekly findings on consumer sentiment, activities and shopping patterns, we dive into findings on home (furnishings and furniture) and home-improvement shopping specifically. Uncover shopping rates, popular retailers and the most bought categories in these sectors. The latest data in this report are from our survey conducted on May 26, 2025, with headline findings on Walmart’s gains in home-improvement shopper penetration. We also highlight improvements in consumers’ economic outlook and a positive turn in financial expectations. Data in this research report are our latest proprietary survey findings on: Consumers’ expectations for the economy overall and for their own personal financial situation—plus, breakdowns of our findings by income Whether consumers have bought home-furnishings and home-improvement products in the past three months Popular retailers and product categories among home-furnishings and home-improvement shoppers Where consumers have bought food and nonfood products from in the last two weeks What consumers have bought in-store and online in the last two weeks Activities that consumers have done in the past two weeks Companies mentioned in this research report include: Amazon, Lowe’s, The Home Depot, Target, Walmart Other relevant research: US Home and Home Improvement—Retail 2025 Sector Outlook Retailer Dashboards in the home and home-improvement sectors, as well as Amazon and Walmart All our coverage of home and home-improvement retailing May 2025 US Retail Sales Outlook: Projecting 3% Growth Amid Low Sentiment and Front-Loaded Purchases 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
Store TrackerUS Store Tracker Extra, May 2025: Rite Aid Takes Total Closed Retail Space to Over 110 Million Square Feet Aaron Mark Dsouza, Data Analyst June 4, 2025 Reasons to ReadIn May 2025, announced store closures by New Rite Aid, Office Depot and Smithland pushed the total amount of retail space to close in the US this year to over 100 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 May 30, 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: Bob’s Discount Furniture, Boot Barn, New Rite Aid, Office Depot, Publix Super Markets, Smithland 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
Event PresentationThe Agentic AI Playbook: Insights Presented by Deborah Weinswig at NRF 2025: Retail’s Big Show APAC Deborah Weinswig, CEO and Founder June 4, 2025 Reasons to ReadOn June 4, 2025, Deborah Weinswig, CEO and Founder of Coresight Research, presented on agentic AI (artificial intelligence) at the Executive Leadership Lunch at NRF 2025: Retail’s Big Show APAC. Where are we in the AI revolution? How should your business approach the launch of AI agents? Leveraging the Coresight Research CORE Framework for generative AI in retail and the STORE Framework for driving innovation, Weinswig answered these questions, uncovering the agentic AI opportunity and routes to its development. This presentation draws on insights from The Agentic AI Playbook, a research report sponsored by Amazon Web Services (AWS). Download the full Playbook here. Companies mentioned in this presentation include: AWS, Google Cloud, Treasure Data, Vercel Other relevant research: Retail 2025: 10 AI Trends—An Inflection Point in the GenAI Revolution All our coverage of AI in retail Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. 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
InfographicThe STORE Framework for Driving Innovation in Retail Coresight Research June 4, 2025 Reasons to ReadThe Coresight Research STORE Framework is a tool for retail companies to identify and implement innovation in their enterprise. The framework helps guide decision-making in the adoption of next-generation technologies, from recognizing the opportunity to considering risks, resilience and ethics. Other relevant research: The Agentic AI Playbook: How to Redefine Retail with Intelligent Autonomy All Coresight Research frameworks 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 Agentic AI Playbook: How to Redefine Retail with Intelligent Autonomy Charlie Poon, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research June 3, 2025 Reasons to ReadAgentic AI (artificial intelligence) offers new, unparalleled capabilities for enterprises to leverage the power of multiple types of AI, such as ML (machine learning) and GenAI (generative AI), to optimize their workflows and drive profitability. Why should your organization be an early adopter of agentic AI, and what must you consider to deploy the technology successfully? Leveraging the Coresight Research STORE Framework for driving innovation in retail, this Playbook provides a comprehensive guide to implementing and seizing the benefits of agentic AI. Uncover our recommendations for businesses to adopt this transformative technology, from identifying the opportunity to considering risks, resilience and ethics. Stay at the forefront of AI innovation in the rapidly evolving retail landscape. Dive into our Playbook to gain actionable insights to redefine your retail strategy and unlock the full potential of AI. Plus, discover key innovators and major tech vendors in the agentic AI space. This report is made available to non-subscribers of Coresight Research through its sponsorship by Amazon Web Services (AWS), the cloud-computing service division of Amazon.com. Data in this research report include: Coresight Research projections—share of enterprise software applications with agentic AI, 2024–2029E Companies mentioned in this report include: Alibaba, Amazon, Databricks, DeepSeek, Langflow, Microsoft, Nvidia, Salesforce, SAP, Snowflake, Tencent Other relevant research: Retail 2025: 10 AI Trends—An Inflection Point in the GenAI Revolution All our coverage of AI in retail Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. Non-subscribers can access the report by completing the form on this page. The report will arrive in your inbox upon completion of the form. 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
InfographicEarnings Insights 1Q25, Week 6: Costco Wholesale, Deckers Outdoor and Ulta Beauty Report Growth While Department Stores Face Challenges—Infographic Coresight Research Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research June 3, 2025 Reasons to ReadDiscover the latest revenue and EPS (earnings per share) data from week six of the 1Q25 (first quarter of 2025) earnings season with this infographic, covering Coresight 100 companies that reported in the week ended June 1, 2025. Dive into the data behind this infographic with our full report: Earnings Insights 1Q25 Data in this infographic include: Quarterly revenue and EPS data (where applicable) from companies on our Coresight 100 list Companies mentioned in this infographic include: Abercrombie & Fitch, American Eagle Outfitters, Bath & Body Works, Best Buy, Burlington Stores, Costco Wholesale Corporation, Deckers Outdoor, Dick’s Sporting Goods, Foot Locker, Kohl’s, Macy’s, PDD Holdings, Ross Stores, Ulta Beauty, Williams-Sonoma Other relevant research: Explore all our Earnings Insights reports, including quarterly wrap-ups. 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. This document was generated for
