Insight ReportAmazon Bids to Acquire TikTok—What It Means for US E-Commerce Anand Kumar, Associate Director of Research April 4, 2025 Reasons to ReadOn April 3, 2025, e-commerce giant Amazon reportedly submitted a bid to acquire TikTok from its Chinese parent company, ByteDance. We examine the implications of the bid and the potential impact of a successful deal on the US e-commerce sector. Originally expected in January, a potential US government ban on TikTok was delayed until April 5, 2025, and has been postponed again today (April 4) for 75 days. Data in this research report include: Proprietary survey data: How long TikTok users they been using TikTok and how likely they are to continue using the platform in the next 12 months Companies mentioned in this report include: Amazon, eBay, Meta, Microsoft, Oracle, TikTok, Walmart Other relevant research: Navigating TikTok’s Uncertainty: Analyzing Challenges and Emerging User Migration Trends Consumer Sentiment Falls Further After Stock-Market Sell-Off; Plus, Social Commerce in Focus: US Consumer Survey Insights TikTok Shop: How Brands, Merchants and Creators Can Sell Products Directly on the Social Platform All of our coverage of e-commerce 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:Amazon Prime Day India 2025: Preview—Capitalizing on E-Commerce Momentum; Unlocking Small-Town Potential Through Speed and Value2026 Sector Outlook: US Mass Merchandisers, Warehouse Clubs and Discount Retailers—Warehouse Clubs To Lead Growth amid Sustained Value-Seeking BehaviorCPG Giants Realign Through Over $100 Billion in M&A, Demergers and DivestmentsWeekly UK Store Openings and Closures Tracker 2026, Week 14: Topps Tiles To Close Stores
Store TrackerWeekly US Store Openings and Closures Tracker 2025, Week 14: Urban Outfitters Announces Expansion Plan Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research April 4, 2025 Reasons to ReadOur Weekly US Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the US. This week, we highlight the recent major store expansion plan announced by Urban Outfitters. Non-store-closure news includes Macy’s appointing a new Chief Operating Officer and Chief Financial Officer. This report presents data up to week 14 of 2025, ended April 4, 2025. Data in this research report include: Week-by-week comparisons of announced store closures and openings in the US—2025 vs. 2024 Major US store closures and openings—2025 and 2024 Major US retail bankruptcies—2025 and 2024 Companies mentioned in this report include: Edikted, GameStop, Kroger, Macy’s, The Paper Source, Urban Outfitters Other relevant research: The full collection of Store Tracker reports, covering developments in the UK, the US and Canada 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:Kering and L’Oréal Announce €4 Billion Strategic Partnership—Multibrand Luxury and Beauty Firms Playing To Their StrengthsWeekly US Store Openings and Closures Tracker 2026, Week 20: Boot Barn To Open StoresWeekly US Store Openings and Closures Tracker 2025, Week 37: YTD Retail Bankruptcies Hit 25Shoptalk Spring 2025: Day One—Creating Value Is Critical to Success; Tech-Powered Personalization Permeates Panel Discussions
Store TrackerWeekly UK Store Openings and Closures Tracker 2025, Week 14: Marks & Spencer Announces Store Openings Across Multiple Formats Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research April 4, 2025 Reasons to ReadOur Weekly UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the UK. This week, we highlight Marks & Spencer’s recently announced store expansion plan, with store openings occurring across many of its formats. This report presents data up to week 14 of 2025, ended April 4, 2025. Data in this research report include: Week-by-week comparisons of announced store closures and openings in the UK—2025 vs. 2024 Major UK store closures and openings—2025 and 2024 Companies mentioned in this report include: Arne, Boux Avenue, Frasers Group, IKEA, Marks & Spencer (M&S), Moss, Shoe Zone, SunGod Other relevant research: The full collection of Store Tracker reports, covering developments in the UK, the US and Canada 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:Playbook: GenAI To Reinvent Supply ChainsEarnings Insights 1Q26, Week 6: Casey’s Grows Revenues Strongly; RH and Chewy Navigate Tariff and Consumer PressuresAnalyst Corner: Agentic Commerce Demands a New Retail Playbook—Executing with STORE, with Charlie PoonUS Consumer Sentiment Amid the Middle East Energy Shock
InfographicThree Data Points We’re Watching This Week, Week 14: What US Consumers Think About Tariffs John Mercer, Head of Global Research and Managing Director of Data-Driven Research April 4, 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 14 of 2025. This week, which saw the US announce reciprocal tariffs, we spotlight proprietary survey findings on what US consumers think about tariffs, including their greatest concerns and perceptions of benefits. Look out for the full research report behind these data points, publishing soon. Other relevant research: Adapting to Tariff Pressures: Strategies for Retail Success Inflation Up, Sentiment Down: Alarm Bells for the US Consumer Economy? All graphics in the Three Data Points series This document was generated for Other research you may be interested in:Weekly UK Store Openings and Closures Tracker 2025, Week 29: New Look Closes Additional StoresUS Consumer Sentiment Amid the Energy Shock: Premium Subscriber CallStore Tracker Extra: US Store Openings and Closures 2024 Review and 2025 Outlook—InfographicHow the US–Iran Deal Changes the Inflation Outlook for Retail
Insight ReportMapping the US’s Reciprocal Import Tariffs: Which Nations Are Affected? Coresight Research April 3, 2025 Reasons to ReadOn April 2, 2025, dubbed “Liberation Day” by US President Trump, the US announced reciprocal tariffs that American businesses will have pay to import products from dozens of nations. We provide the full list of reciprocal tariffs, and chart the import rates of affected nations by continent. Other relevant research: Webinar replay—Adapting to Tariff Pressures: Strategies for Retail Success US Tariffs on Canada and Mexico: What US Consumers Think Inflation Up, Sentiment Down: Alarm Bells for the US Consumer Economy? New Tariffs, New Challenges: How US Trade Policies Could Impact Prices and Profits Retail 2025: US Macro, Consumer and Retail Outlook Reciprocal Tariffs Announced by the US On April 2, 2025, dubbed “Liberation Day” by US President Trump, the US announced reciprocal tariffs that American businesses will have pay to import products from dozens of nations. These tariffs, which will come into effect on April 9, 2025, are on top of a baseline tariff of 10% on all imports, effective April 5, 2025. This means that, for example, imports from China will be subject to the nation’s 34% reciprocal tariff as well as the previously announced 10% tariff and the across-the-board 10% tariff. We chart the reciprocal tariffs by nation (categorized by continent) below and provide the full list, in alphabetical order, in the appendix. Figure 1. Reciprocal Import Tariffs Announced by the US (Countries Categorized by Continent, Charted in Descending Order by Tariff Rate) Announced April 2, 2025; To come into effect on April 9, 2025 Source: The White House/Coresight Research Appendix Appendix Figure 1. The Full List of Reciprocal Import Tariffs Announced by the US (Listed in Alphabetical Order) Algeria: 30% Fiji: 32% Malaysia: 24% Saint Pierre and Miquelon: 50% Angola: 32% Guyana: 38% Mauritius: 40% Serbia: 37% Bangladesh: 37% India: 27% Moldova: 31% South Africa: 30% Bosnia and Herzegovina: 36% Indonesia: 32% Mozambique: 16% South Korea: 25% Botswana: 38% Iraq: 39% Myanmar (Burma): 44% Sri Lanka: 44% Brunei: 24% Israel: 17% Namibia: 21% Switzerland: 31% Cambodia: 49% Japan: 24% Nauru: 30% Syria: 41% Cameroon: 12% Jordan: 20% Nicaragua: 18% Taiwan: 32% Chad: 13% Kazakhstan: 27% Nigeria: 14% Thailand: 36% China: 34% Laos: 48% Norfolk Island: 29% Tunisia: 28% Cote d’Ivoire: 21% Lesotho: 50% North Macedonia: 33% Vanuatu: 23% Democratic Republic of the Congo: 11% Libya: 31% Norway: 16% Venezuela: 15% Equatorial Guinea: 13% Liechtenstein: 37% Pakistan: 29% Vietnam: 46% European Union: 20% Madagascar: 47% Philippines: 17% Zambia: 17% Falkland Islands: 42% Malawi: 18% Reunion: 37% Zimbabwe: 18% Source: The White House This document was generated for Other research you may be interested in:Holiday Bites: Toys and Games Show Resilience and AI Suitability—Data GraphicWeekly UK Store Openings and Closures Tracker 2026, Week 15: Lidl To Open StoresUS Back to School 2025, Part 3: Essential Categories and Apparel for the BTS Season—Athleisure and Basics Set to LeadUnilever’s Exit from Food Pitches It Head to Head with Procter & Gamble in HPC
InfographicEconomic and Financial Sentiment Stabilizes: Weekly US Consumer Sentiment, Week 14, 2025—Infographic Coresight Research April 3, 2025 Reasons to ReadThe Weekly US Consumer Sentiment infographic series from Coresight Research takes a regular temperature check on US consumer sentiment in the context of shifts in the macroeconomic landscape. Data in this infographic are 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 This week, we highlight stabilization in financial and economic expectations following a sustained period of declines. The latest data in this infographic are from our survey conducted on March 24, 2025. Dive into the research behind this infographic: Consumer Sentiment Stabilizes… for Now; Plus, Inflation Awareness Rises: 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:Essential Guide to Groceryshop 2025: Harnessing AI, Shopper Insights and Retail Media to Build Future-Ready CommerceGlobal Outreach Summit 2025 Insights: India’s Digital Leap in Apparel Sourcing and SustainabilityInnovator Profile: Shopeaks—Transforming Social Media Monetization with Personalized StorefrontsRetail 2025: India Retail Predictions—Midyear Trends Update
Deep Dive4Q24 Earnings Season Wrap-Up: Widespread Positive Sales Growth Recorded This Quarter Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research April 3, 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 (EPS) and comps, and considering consensus estimates and year-over-year changes. In this report we cover the fourth quarter of 2024 (4Q24), in which more than half the covered companies posted positive year-over-year sales growth rates. 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: 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 previous 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 Other research you may be interested in:Weekly UK Store Openings and Closures Tracker 2025, Week 13: Kingfisher Announces Store Expansion Plans; Whole Foods Opens New London StoreSector Focus: Home and Home-Improvement Shopping—Data GraphicFebruary 2025 US Retail Sales Outlook: Growth Set for a Slowdown in February and MarchConsumer Sentiment Steadies: Weekly US Consumer Sentiment, Week 13, 2025—Infographic
Store TrackerUS Store Tracker Extra, March 2025: US Total Closed Retail Space Exceeds 100 Million Square Feet Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research April 2, 2025 Reasons to ReadIn March 2025, closures by Big Lots, Forever 21 and Macy’s caused total US closed retail space for the year to push past 100 million square feet, according to Coresight Research estimates. Discover 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 March 28, 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: Big Lots, BJ’s Wholesale Club, Dollar General, Dollar Tree, Forever 21, Macy’s, Ross Stores, The TJX Companies Other relevant research: Read more research reports covering physical retail. View our full collection of store tracker reports. 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 Other research you may be interested in:Holiday 2025: US Retail Wrap-Up—Walmart Outpaces Amazon, Apparel Tops the Chart and Beauty Leads the Online SurgeEssential Guide to Shoptalk Spring 2026: Retail in the Age of AI—Balancing Automation and Human-Centric ExperiencesIntroducing the New Tech 25 for ’25: Retail-Tech Companies To WatchRetail-Tech Landscape: Israel—January 2025 Update
Deep DiveConsumer Sentiment Stabilizes… for Now; Plus, Inflation Awareness Rises: US Consumer Survey Insights Aditya Kaushik, Analyst April 2, 2025 Reasons to ReadThe Coresight Research weekly US Consumer Survey Insights series takes a regular temperature check on US consumers’ behaviors and sentiment, based on exclusive proprietary survey data. This week, in addition to our usual weekly findings on consumer sentiment, activities and shopping patterns, we discuss how shoppers perceive and are responding to inflation. The latest data in this report are from our survey conducted on March 24, 2025, with headline findings on the prevalence of trading down as an inflation-combating strategy. Plus, we detail our view on the US consumer economy, given uncertainty amid tariffs and recent declines in consumer sentiment. 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 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: March 2025 US Retail Sales Outlook: Lowering Our Retail Growth Projections in an Uncertain Context Inflation Up, Sentiment Down: Alarm Bells for the US Consumer Economy? 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:US Retail Sales Outlook: Robust Growth Amid an Outlook Score Signaling Elevated StressHoliday Bites: Toys and Games Show Resilience and AI Suitability—Data GraphicThree Months to Singles’ Day 2025: Simplified Promotions, Government Support and Payment Ecosystem Convergence To Fuel GrowthTransforming Beauty Retail: AI Across the Value Chain, from Innovation to Personalization
Event PresentationShoptalk Spring 2025—Our Takeaways: Coresight Research Premium Subscriber Call, April 2025 John Mercer, Head of Global Research and Managing Director of Data-Driven Research April 1, 2025 Reasons to ReadOn April 1, 2025, the monthly Coresight Research Premium Subscriber Call presented our insights from Shoptalk Spring 2025. Coresight Research is a research partner of Shoptalk Spring 2025, which took place during March 25–27 in Las Vegas, Nevada, US. In this presentation, explore selected themes that took the spotlight during the event, covered in panel discussions with retail leaders and our conversations with technology innovators. From unified commerce to retail media, don’t miss our top takeaways! Premium subscribers can watch the on-demand webinar replay here. Featured speakers on the Coresight Research team: John Mercer, Head of Global Research and Managing Director of Data-Driven Research John Harmon, Managing Director of Technology Research Anna Beller, Director of Special Projects Stephan Deemer, Research Team Data in this presentation includes: Proprietary US consumer survey data—the importance of enjoyable in-store experiences; what shoppers want from a beauty brand Global retail media market size and growth trajectory Other relevant research: Catch up on our extensive coverage of Shoptalk Spring here. The Coresight Research BEST Framework for retail excellence Retail-Tech Landscape: Unified Commerce From Omnichannel to Unified Commerce: Elevating Cross-Channel Customer Experiences to the Next Level Retail 2025: 10 Trends Shaping the Retail Media Market All our coverage of retail media 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 Other research you may be interested in:Consumer Sentiment Weakens, Driven by Middle-Income Consumers: US Consumer Survey InsightsShoptalk Spring 2026: Day 3— Retail AI and the Omnichannel Experience; Premium Brand Building; The Creator Economy Reshapes Commerce; Shoptalk Spring 2026 Key TakeawaysTariffs + Consumer Sentiment: A Timeline, 2026—Data GraphicWeekly UK Store Openings and Closures Tracker 2026, Week 8: Claire’s To Close Stores
Insight ReportDollar Tree To Divest Family Dollar: Here’s What It Means—Consumer + Real Estate Data Analysis Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research April 1, 2025 Reasons to ReadOn March 26, 2025, Dollar Tree, Inc. announced that it has reached an agreement under which private equity firms Brigade Capital Management and Macellum Capital Management will acquire the Family Dollar business for $1.0 billion. We offer our take on the sale. Discover the key factors in Dollar Tree’s integration struggles with Family Dollar and what the acquisition agreement means for Dollar Tree, Family Dollar and other retailers Data in this research report include: Proprietary US consumer survey data—shopper penetration at major dollar stores in the US; customer base breakdown for Dollar Tree and Family Dollar by income and location Store maps for Dollar Tree and Family Dollar Companies mentioned in this report include: Dollar General, Dollar Tree/Family Dollar, Shein, Temu, Walmart Other relevant research: Company Dashboard: Dollar Tree Three Data Points We’re Watching This Week, Week 13: Dollar Tree, Inc. To Sell Family Dollar All our coverage of the mass merchandise, discount store and warehouse club sector Consumer Sentiment Steadies; Plus, Off-Price and Dollar-Store Shopping in Focus: US Consumer Survey Insights 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:Economic Confidence Climbs; Financial Optimism Turns Positive: Weekly US Consumer Sentiment, Week 23, 2025—InfographicSupreme Court Ruling on Tariffs: Assessing Consumer Awareness and Sentiment—Data GraphicWeekly US Store Openings and Closures Tracker 2026, Week 17: Wren Kitchens Shuts All US StoresEarnings Insights 4Q24, Week 4: Birkenstock, Hermès, Sprouts and More Post Double-Digit Growth
Deep DiveSeasonal Shopping, 2Q25—Expectations for Easter, Memorial Day, Mother’s Day, Father’s Day; Plus, Holiday 2025 Plans: US Consumer Survey Insights Extra Aditya Kaushik, Analyst April 1, 2025 Reasons to ReadThe Coresight Research monthly US Consumer Survey Insights series offers a more detailed or specific take on trends and data from our weekly surveys of US consumers. This month, we continue our quarterly Seasonal Shopping series. We assess consumers’ spending expectations for calendar events in the second quarter of 2025 (2Q25): Easter, Memorial Day, Mother’s Day and Father’s Day. We also preview the end-of-year holiday season with an early outlook on shoppers’ spending plans and preferences. Plus, we review holidays during 1Q25, analyzing how consumers celebrated Valentine’s Day and Presidents’ Day and how this behavior compared to their earlier plans. The appendix of this report provides results on consumers’ shopping behaviors from our weekly survey questions aggregated in four-week increments over the past few months. Data in this research report are our latest proprietary survey findings on: Whether US consumers expect to spend on Easter, Memorial Day, Mother’s Day and Father’s Day, and how much they expect to spend on each event compared to last year and in dollar terms How consumers plan to celebrate events in 2Q25—and breakdowns by gender, age and income for selected holidays Consumers’ spending expectations for the 2025 holiday season Actual consumer behavior and spending during Valentine’s Day and Presidents’ Day (1Q25) Other relevant research: All our coverage of US holiday retail and festivals/holidays Read the full series of US Consumer Survey Insights and US Consumer Survey Insights Extra reports. 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:Sentiment, Tariffs and Inflation—What the Consumer Is Thinking: US Consumer Survey InsightsThe CORE Framework for Artificial Intelligence in RetailUS Retail Sales May 2026: E-Commerce and Sporting Goods Lead Growth amid Lower Personal SavingWeekly UK Store Openings and Closures Tracker 2025, Week 36: UK Sees 25% Fewer Closures Year Over Year
Deep DiveUnlocking Success: The Pathway to Profitability for US Brands and Retailers Manik Bhatia, Head of Cobranded Research Sector Lead: Steven Winnick, Vice President—Innovator Services March 31, 2025 Reasons to ReadDriving margin expansion is increasingly challenging in a highly competitive retail environment and amid growing uncertainty around tariffs and trade agreements that affect input costs and product prices. Achieving sustainable and profitable growth requires businesses to overcome multiple challenges across various business functions. We analyze proprietary survey findings to uncover the key challenges for brands and retailers and examine which technologies retail companies are prioritizing to solve them. Read this report to explore the path to profitability across the retail value chain, from partnerships and product assortment to retail media to delivery and returns. Plus, understand how to reach ROI (return on investment) goals by future-proofing technology investments. Data in this research report include: US online retail sales and e-commerce penetration, 2024–2029E Coresight Research survey findings—Extent of selected profitability challenges among US brands and retailers; top challenges for brands and retailers in selected business functions; current technology investment levels and future plans This report is produced and made available to non-subscribers of Coresight Research in partnership with Rithum, an end-to-end provider of network capabilities and platforms for building durable and sustainable e-commerce businesses for brands and retailers. Other relevant research: 2025 Tariffs: Impacts on the US Consumer Economy—Infographic Retail 2025: 10 Trends in Retail Technology Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. Retail 2025: 10 Trends Shaping the Retail Media Market Read more reports on retail management and retail media All Innovator Research from Coresight Research 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. 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:NRF 2026: Retail’s Big Show—Day 2—Retail Running on AI, Plus The Growing Value of Private Label and Creator ContentAnalyst Corner: Are You Ready for the Future of Physical Retail? Three Trends in US Retail Real Estate, with Anand KumarUS Forecast To See Multibillion-Dollar Hit from Falling International Visitor Spend: Another Retail HeadwindThree Data Points We’re Watching This Week, Week 34: US Retail Sales Outlook
Analyst CornerAnalyst Corner: Are You Ready for the Future of Physical Retail? Three Trends in US Retail Real Estate, with Anand Kumar Anand Kumar, Associate Director of Research March 30, 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, Anand Kumar, Managing Director of Retail Research, discusses three key real estate trends we are watching in the US retail market in 2025 and beyond, covering technology integration, experiential retail and more. 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: Afresh Technologies, Albertsons, Dick’s Sporting Goods, RELEX, Ulta Beauty, Wesco Dive into this topic in more detail: US Retail—Real Estate Insights: Embracing Small Store Formats, Immersive Experiences and Emerging Technologies Other relevant research: US Retail—Real Estate Insights: Embracing Small Store Formats, Immersive Experiences and Emerging Technologies Market Navigator: US Retail and E-Commerce—Seizing Opportunities Amid a Changing Landscape Retail 2025: What Will Redefine US Retail?—Coresight Research Predictions We track store closures, openings and bankruptcies in the US and the UK in our weekly 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. 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 spotlights the US beauty market, diving into key trends across major players’ latest earnings results. 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:Weekly US Store Openings and Closures Tracker 2025, Week 14: Urban Outfitters Announces Expansion PlanWeekly UK Store Openings and Closures Tracker 2025, Week 40: Claire’s UK Bought Out of BankruptcyCanada Store Openings and Closures Tracker 2026: Toys“R”Us and Claire’s Close StoresWeekly US Store Openings and Closures Tracker 2026, Week 20: Boot Barn To Open Stores
Store TrackerWeekly US Store Openings and Closures Tracker 2025, Week 13: Dollar Tree and Five Below Drive Store Openings Aaron Mark Dsouza, Data Analyst March 28, 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 discount-store developments—namely, store openings by Five Below and Dollar Tree, Inc., as well as the sale of Family Dollar. Plus, footwear retailer Soleply has filed for Chapter 11 bankruptcy. Non-store-closure news includes The Container Store’s CEO stepping down. This report presents data up to week 13 of 2025, ended March 28, 2025. Data in this research report include: Week-by-week comparisons of announced store closures and openings in the US—2025 vs. 2024 Major US store closures and openings—2025 and 2024 Major US retail bankruptcies—2025 and 2024 Companies mentioned in this report include: Alimentation Couche-Tard, Best Buy, Dollar Tree/Family Dollar, Five Below, Signet Jewelers, Soleply, The Container Store, Torrid 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:The Sentiment Split: Optimism at the Top, Strain at the Bottom; Plus, Social Commerce Shopping in Focus—US Consumer Survey InsightsMarch 2026 US Retail Sales Outlook: Forecasting Continued Growth with Gradual SofteningWeekly US and UK Store Openings and Closures Tracker 2025, Week 9: Joann To Close an Additional 300+ Stores, Shuttering All LocationsSustained Stimulus Measures Give Rise to Consumer Optimism: China Consumer Survey Insights
