Store TrackerWeekly US Store Openings and Closures Tracker 2025, Week 12: Forever 21 To Close All Stores; Dollar General Announces Major Store Expansion Plan Aaron Mark Dsouza, Data Analyst March 21, 2025 Reasons to ReadFrom this week, we are splitting our longstanding Weekly US and UK Store Openings and Closures Tracker series into separate reports for the US and the UK, making it easier for our clients to quickly find the data that is most relevant to them. Our Weekly US Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the US. This week, we highlight two major announcements: Forever 21’s decision to close all of its stores in the US and Dollar General’s plan to expand by 500+ stores. Non-store-closure news includes the Chief Financial Officer (CFO) of Vince Holding stepping down. This report presents data up to week 12 of 2025, ended March 21, 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: The Buckle, Casey’s, Dollar General, Forever 21, Tilly’s, Victoria’s Secret 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:Rolling Metric Picks Up After Last Week’s Dip: Weekly US Consumer Sentiment, Week 29, 2025—InfographicHigher- and Lower-Income Consumers Drive Financial Optimism to Four-Month High: US Consumer Survey InsightsWeekly UK Store Openings and Closures Tracker 2025, Week 38: Bodycare Bankruptcy Sees Further ClosuresRetail Under Pressure: How Will Tariffs Disrupt the Back-to-School and Holiday Seasons?
Store TrackerCanada Store Openings and Closures Tracker 2025: Best Buy, Dollarama and Loblaw Companies Lead Openings at the Start of the Year Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research March 21, 2025 Reasons to ReadOur Canada Store Openings and Closures Tracker reports on store openings and closures in Canada. This report presents new data on tracked and announced store openings and closures for calendar 2024 and 2025, with data as of February 24, 2025. Data in this research report include: Tabulated data—major store closures and openings by retailer, 2024 and 2025 Details of tracked and announced developments for 2024 and 2025, as well as existing store bases, by retailer Total store closure and opening counts for Canada, 2023–2025 YTD Companies mentioned in this research report include: Best Buy, Comark Holdings, Dollarama, Johnston & Murphy, Peavey Mart, The TJX Companies Other relevant research: Our full collection of reports tracking store openings and closures in 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. 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 2025, Week 18: Skechers To Close Multiple Stores; Whole Foods Market To Open Smaller-Format StoresRetail 2025: US Retail Predictions—Midyear Trends UpdateUS Drugstore and Pharmacy Retailing: Market Forecast and Competitive Landscape—The Pharmacy ShakeoutNextGen 2025: Retail, Real Estate & the New Consumer—Agenda
Store TrackerWeekly UK Store Openings and Closures Tracker 2025, Week 12: Openings Up 50+% Year Over Year Aaron Mark Dsouza, Data Analyst March 21, 2025 Reasons to ReadFrom this week, we are splitting our longstanding Weekly US and UK Store Openings and Closures Tracker series into separate series for the US and the UK, making it easier for our clients to quickly find the data that is most relevant to them. Our Weekly UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the UK. This week, we highlight recent opening and closure announcements from Frasers Group, Screwfix and Superdrug, among others. Non-store-closure news includes Poundland appointing a new Chief Financial Officer (CFO). This report presents data up to week 12 of 2025, ended March 21, 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: Frasers Group, IKEA, New Look, Puma, Screwfix, Superdrug 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:Navigating TikTok’s Uncertainty: Analyzing Challenges and Emerging User Migration TrendsDeepSeek: The Chinese AI Startup That Has Overtaken ChatGPT on Apple’s App StoreUS Drugstore and Pharmacy Retailing: Market Forecast and Competitive Landscape—The Pharmacy ShakeoutInnovator Matrix: MarTech
InfographicThree Data Points We’re Watching This Week, Week 12: US Retail and Consumer Latest John Mercer, Head of Global Research and Managing Director of Data-Driven Research March 21, 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 12 of 2025. This week, we focus on US retail sales performance and projections as well as survey-driven insights on consumers’ financial expectations. Dive into the full research report behind these data points: February 2025 US Retail Sales: First Year-Over-Year Drop Since the Pandemic Look out for our upcoming US Retail Sales Outlook report, one of our monthly reports. Consumer Sentiment Falls Further After Stock-Market Sell-Off; Plus, Social Commerce in Focus: US Consumer Survey Insights—with associated infographic and video Other relevant research: 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. 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 Other research you may be interested in:NRF 2025: Retail’s Big Show Wrap-Up—The Future of Retail Will Be Driven by AI, Innovation and a Commitment to SustainabilityConsumer Confidence Rebounds in October: China Consumer Survey InsightsWeekly US Store Openings and Closures Tracker 2025, Week 25: Furniture Frenzy—At Home’s Bankruptcy, Ashley’s Store Renewal and Openings from IKEA, Wayfair and More1Q25 Retail Inventory Insights: Lean Inventory, Tariff Mitigation, Supply Chain Adjustments
Event CoverageConnected TV’s Opportunities and Growing Pains: 10 Insights from CTV Connect 2025 John Harmon, CFA, Managing Director of Technology Research March 20, 2025 Reasons to ReadThe Coresight Research team attended the second annual CTV Connect conference, which was held in New York City during March 12–13, 2025. CTV Connect 2025 unearthed insights from Amazon, Disney, Netflix and more on the opportunities and challenges presented by connected TV (CTV). We offer 10 key takeaways from the event in this report, spanning data transparency, currency and the growing role of streaming as an advertising channel. We spotlight retail strategies for CTV and new developments in the space, including the launch of Netflix Ad Suite. Companies mentioned in this report include: Amazon, Brooks Brothers, Disney, Inspire Brands, LinkedIn, Netflix Other relevant research: RetailTech: Connected TV—Bringing the Store to the Comfort of Your Sofa Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. This report is available for free and can be accessed by registering for a free account. Executive SummaryCoresight Research attended the second annual CTV Connect conference in March 2025. The event covered new developments, successes and partnerships in the emerging CTV industry. Coresight Research Insights Even the giants covet data transparency and measurement. Amazon has four principles for CTV success as it targets “the CTV revolution.” The future of sports is streaming, but there exists an opportunity for data to drive more personalization. Manage frequency in the CTV world: Remove silos; over-frequency can be necessary. The “currency wars” are far from over. ADT has shifted its advertising almost exclusively to CTV to reach its core audience. The “linear TV vs. streaming” debate continues, with “spill-in” and frequency being hot topics. The partnership of cable TV and professional networking provides synergy. Brooks Brothers started its CTV journey small but achieved great results. Netflix is launching a new ad platform to move faster and leverage its data. What We Think CTV represents an enormous frontier in targeted advertising, with the ability to offer relevant, highly personalized ads based on consumer data (including preferred genres). Whereas retail media networks (RMNs) target consumers at the time of purchase, CTV advertisers put their ads in front of consumers for viewing several times a day. The increasing popularity of streaming services positions CTV as a major medium for reaching viewers. Although there are growing pains in the transition from linear TV to streaming and in finding accurate, common measurement tools, these are technical challenges that can be overcome over time as the market grows and solutions become more compelling. At the same time, due to diversity in hardware platforms and remote controls, the dream of shoppable video remains distant, with most shopping being done via QR codes that transfer the consumer to the retailer’s website to close the deal. Introduction The Coresight Research team attended the second annual CTV Connect conference, which was held in New York City during March 12–13, 2025. The event hosted around 500 attendees from the entire CTV (connected TV) ecosystem. In this report, we offer key highlights and strategic insights from the event, covering transparency, data, targeting, measurement, and streaming versus linear TV. CTV Connect 2025: Coresight Research Insights 1. Even the Giants Covet Data Transparency and Measurement Travis Freeman, SVP of Demand Generation and Agency Solutions and Chief Media Officer at fast-food restaurant company Inspire Brands, kicked off the conference with a presentation on his company’s use of streaming. While Inspire Brands may not be a household name, the group operates more than 33,000 restaurants under the Arby’s, Baskin-Robbins, Dunkin’ Donuts and Sonic banners, generating more than $32.6 billion in group sales annually. The group’s size gives it considerable clout with advertisers—it spends $1 billion in advertising in the US annually—and the company is therefore able to obtain premium advertising slots. Freeman outlined Inspire Brands’ OneInspire model, which is a shared services approach that leverages the group’s size and scale to support its portfolio of brands in achieving the lowest cost and receiving the best inventory while ensuring maximum flexibility and maintaining each brand’s voice. He detailed the group’s journey into the OTT marketing space (“over-the-top”—delivering video to consumers directly) and future directions (which he termed “3.0”) that leverage ML (machine learning) technology. Freeman emphasized that industry participants “should all be screaming for” maximum transparency and unified measurement of viewership data as well as partners that can scale as CTV grows. Freeman outlines Inspire Brands’ benefits of scale and its OneInspire shared services model Source: Coresight Research 2. Amazon Provides Its Take on the CTV Revolution Diving into the future of programmatic video at scale, Brian Tomasette, Director of Product and Engineering at Amazon Ads, described “the CTV Revolution,” which is expected to encompass 1.7 billion global streaming subscriptions in 2027, according to Digital TV Research. Tomasette outlined four principles for CTV success: Personalization, to drive deeper connections Performance, to maximize ROI (return on investment) with data-driven performance Portfolio supply, to expand reach through diverse portfolio supply Privacy, to build trust through privacy-first practices To achieve these goals, Amazon Ads launched “Complete TV,” a new capability on Amazon DSP (Digital Service Provider) that helps TV buyers plan, manage and measure their holistic streaming TV buys to deliver spend commitments in full, with AI (artificial intelligence)-powered recommendations to manage budget allocation across Prime Video and streaming publishers. Following his presentation, Tomasette discussed how to balance broad reach with audience relevance in conversation with Tommy Burton, VP of Global Partnerships at Pacvue. They touched on the role of technology and AI in current strategies, highlighting the importance of data analysis in determining relevant customer personas. Amazon’s Tomasette (left) and Pavue’s Burton (right) discuss the importance of data analysis in ensuring audience relevance Source: Coresight Research 3. The Future of Sports Is Streaming The panel titled “From Rookie to MVP: The Future of Streaming Sports” included executives from Disney (which owns ESPN) and streaming service FuboTV. Wendell Scott, SVP of Sales at Disney, commented that, “streaming for sports is at considerable scale now.” He said that there exists an opportunity for data to drive more personalization, enabling brands to connect differently with customers. On January 5, 2025, Disney announced an agreement to acquire a majority stake in Fubo. Fubo is a content “super aggregator” and hosts more than 55,000 sporting events per year, including “niche” sports (from a US perspective) such as cricket, billiards and badminton. The investment would add yet another channel to ESPN, whose mission is to be the number-one digital epicenter for all sports and serve sports fans anytime on any platform. Left to right: Sara Fischer, Moderator, Media Correspondent, Axios; Wendell Scott, SVP, Sales, Disney; Denise Ocasio, Executive Director, Investment, Mindshare; Dina Roman, SVP, Global Ad Sales and Operations, Fubo; Michael Worden, SVP, Creative Partnerships, Development, Advertising & Partnerships, NBCUniversal Source: Coresight Research 4. How to Manage Frequency in the CTV World Ziggy Zografakis, Head of Data and Measurement Product Partnerships at streaming TV company Roku, kicked off the session, “Frequency Isn’t a Dirty Word: Finding Balance in the New CTV Landscape.” He highlighted the recent launch of the Roku Data Cloud, which enables partners seamlessly to access, analyze and leverage Roku’s TV data, with a key focus on planning, activation, outcomes and measurement. Beau Ordemann, Vice President of Advanced TV Sales and Strategy at Yahoo!, discussed the need to remove silos from the activation of TV: “One platform is not going to solve it for you.” He pointed to several blind spots such as linear TV and what happens outside of DSPs (demand-side platforms). Mike Wolk, VP Growth and Partnerships at digital marketing agency Goodway Group, said that “over-frequency” (putting ads in front of consumers multiple times) can be necessary in our multi-screen universe, since sometimes it requires multiple variations of an ad to have the desired impact. Left to right: Dan Mouradian (Moderator), SVP of Global Client Solutions at Innovid; Ordemann; Zografakis; Wolk Source: Coresight Research 5. The “Currency Wars” Are Far from Over CTV Connect covered the challenges for advertisers in today’s environment. Multiple companies—comScore, iSpot, Nielsen and VideoAmp—measure audiences, providing the “currency” (meaning the valuation of audience reach and frequency) for the allocation of ad dollars. “Currency services count the eyeballs. CTV fundamentally changes the nature of demand for currency,” said Josh Chasin, Principal of KnotSimpler, a consultancy specializing in the monetization of data assets in advertising analytics. Noting the contrast to the precision counts available online, he continued, “Facebook and Google get impression counts audited. What we don’t have is planning data. If I’m a planner, knowing how many women aged 25–54 are available on Peacock [a subscription streaming service] could help me plan how much to allocate to Peacock or Hulu, but this data is not available.” Although many audience-measurement firms cover CTV, Nielsen remains the majority player for traditional age sets and offers known (though flawed) data, which advertisers have developed measures to navigate. Left to right: Sarah Sluis (Moderator), Executive Editor at AdExchanger; Howard Shimmel, Head of Strategy at datafuelX, President of Janus Strategy & Insights at datafuelX, Inc.; Sean Cunningham, President & CEO of VAB; Josh Chasin, Principal at KnotSimpler Source: Coresight Research 6. ADT Has Shifted Its Advertising Almost Exclusively to CTV to Reach Its Core Audience In a keynote, home-security company ADT’s Chief Marketing and Communications Officer, DeLu Jackson, explained that although the company wants reach and frequency, its CTV content has more impact. ADT’s goal is to make it as simple as possible for future customers to understand the company’s presence, according to Jackson: “If we have to explain why we’re there, we’ve already lost the audience.” ADT has moved away from traditional media metrics. Instead, one key currency metric for the company is the number of installations, and trackability has helped, Jackson said. In its advertising strategy, ADT defines success as the number of security-system installs over time, which are not attributed to individual channels. The company has almost exclusively transitioned to CTV in order to reach its core audience, and about half of ADT’s CTV ad budget goes to programmatic advertising, per Jackson. CTV Connect attendee lounge Source: Coresight Research 7. The “Linear TV vs. Streaming” Debate Continues In a session that delved into the benefits and challenges of streaming relative to linear TV, Kay Wesolowski, SVP of Investment and Partnerships at media agency KSM Media, questioned the accuracy of CTV data. “Is CTV really precise? When targeting the 25–54 age group, you’re targeting the entire household,” she said, referring to “spill-in” (the unintended reach of advertising beyond the target audience or market area). Moreover, Chris Novak, Chief Operating Officer at media performance solution provider Eden Collective, commented that a high-income audience is likely paying a premium not to view ads on streaming and, so, it is excluded from the campaign. However, he discussed the value of a broad approach, saying that spill-in could be a positive thing, though the impression rate could be just 0.1% of the viewers. Finally, echoing Wolk, Novak cautioned that frequency is important—a one-time ad is most likely wasted money. Left to right: Lauren Zweifler (Moderator), Consultant & Former SVP of Insights & Research at NBCUniversal; Novak; Wesolowski Source: Coresight Research 8. The Synergy of Cable TV Partnering with Professional Networking In the “Connecting with Audiences Where They Are” session, executives from cable TV operator Spectrum Reach and Microsoft’s business networking platform LinkedIn discussed their partnership. According to Dan Callahan, GVP of National Sales at Spectrum Reach, Spectrum TV is the most-watched app on a streaming service, with people watching 4.5 hours on a nightly basis. Ramon Vinluan, Sales Director of LinkedIn Marketing Solutions at LinkedIn, claimed there is “no other place [like LinkedIn] where you can get first-party data about people, education and skills. People watch comedy and drama and may be a decision-maker within their work.” Callahan noted that LinkedIn’s data (such as employment) can be verified, which is not the case for other social media platforms. Moreover, LinkedIn offers controls such as “allow” and “block” lists, and leverages double-verify technology to support its members-first values. Vinluan discussed LinkedIn’s campaign management tool, which uses engagement information to target those who have watched a video, quantifying the incrementality that these campaigns have versus lower-level campaigns. Left to right: Albert Thompson (Moderator), Managing Director of Digital Innovation at Walton Isaacson; Callahan; Vinluan Source: Coresight Research 9. Brooks Brothers Started Its CTV Journey Small but Achieved Great Results Luxury clothing brand Brooks Brothers is currently running a campaign celebrating the 125th anniversary of the Oxford button-down shirt, involving celebrity photo shoots and ads on buses, trains and subway cars in New York, New York. Brian Schmidt, VP of Digital & E-Commerce at Brooks Brothers, said that the company looked at CTV due to its measurability. In collaboration with performance marketing company Tinuiti and creative automation platform Spaceback, Brooks Brothers launched a CTV campaign featuring QR codes that drove a 20% conversion lift, 46% revenue growth and reached 514,000 households. (Although this seems like a small number of households, the campaign reached them cost-efficiently, at a total cost of less than $250,000.) Schmidt commented that outside of conversion, the CTV creatives positively benefited the brand through increased engagement, awareness and memorability. Schmidt (left) and Harry Brown, VP of TV, Audio and Display Innovation and Tinuiti (right), discuss Brooks Brothers’ adoption of CTV Source: Coresight Research 10. Netflix Is Launching New Ad Platform to Move Faster and Leverage Its Data Nicolle Pangis, VP of Advertising at streaming service Netflix, emphasized two key points: The Netflix “member experience” differs from the linear TV experience; and one “passion point” of Netflix is to be intentional about providing a different member experience. Netflix launched its ad business two years ago (around the same time as Amazon), yet its ad load is lower than other services (i.e., four to five minutes of ads per hour, as compared to around eight minutes for other streaming services and 15–18 minutes for standard linear TV). The company will launch its own ad platform, Netflix Ad Suite, on April 1, transitioning away from Microsoft’s platform with the aim of moving faster and providing flexible capabilities to customers, according to Pangis. Netflix Ad Suite will offer custom formats and leverage the streaming giant’s substantial collection of user insights. Advertisers can also bring their own first-party data to the platform. Discussing the targeting of ads by context versus audience, Pangis said that no two people will receive the same recommendations due to a lot of technology in the background, and member insights will be available to advertisers. Pangis (left) discusses the new Netflix Ad Suite with Sarah Sluis, Executive Editor of AdExchanger (right) Source: Coresight Research What We Think CTV represents an enormous frontier in targeted advertising, with the ability to offer relevant, highly personalized ads based on consumer data (including preferred genres). Whereas retail media networks (RMNs) target consumers at the time of purchase, CTV advertisers put their ads in front of consumers for viewing several times a day. The increasing popularity of streaming services positions CTV as a major medium for reaching viewers. Although there are growing pains in the transition from linear TV to streaming and in finding accurate, common measurement tools, these are technical challenges that can be overcome over time as the market grows and solutions become more compelling. At the same time, due to diversity in hardware platforms and remote controls, the dream of shoppable video remains distant, with most shopping being done via QR codes that transfer the consumer to the retailer’s website to close the deal. Implications for Brands/Retailers Retailers and brands can consider allocating an increasing share of ad dollars to CTV ads to generate awareness with this growing audience. The granular data that CTV can offer enables highly targeted, personalized ads. Brands or Retailers Poised to Gain Advantage Ad networks such as Amazon that possess content and consumer data have an enormous competitive advantage. Walmart’s acquisition of TV manufacturer Vizio remains in its early stages, but owning a hardware platform would give the retailer an enormous amount of consumer viewing data and the unique ability to create shoppable video. Brands or Retailers That Risk Losing Advantage Retailers and brands that concentrate their spending on linear TV will miss out on consumers’ migration to streaming. Implications for Technology Vendors There are opportunities for vendors that can provide high-quality viewership data—i.e., the “currency” used to base ad spending. There is much room for vendors of set-top boxes (STBs) to improve user interfaces and the consumer experience. Vendors that can create a low-friction, compelling shopping experience via CTV will be benefit from rising interest from retail companies in targeting consumers who to prefer to shop on large screens. Notes Data in this report are as of March 17, 2025. Companies mentioned in this report include: AdExchanger, ADT Inc. (NYSE: ADT), Amazon (NasdaqGS: AMZN), Axios Media, Brooks Brothers Group, comScore. (NasdaqGS: SCOR), datafuelIX,, Eden Collective, fuboTV Inc. (NYSE: FUBO), Goodway Group, Innovid Corp., Inspire Brands, iSpot.tv, KnotSimpler, KSM Media, Microsoft Corporation (NasdaqGS: MSFT), NBCUniversal Media, Netflix (NasdaqGS: NFLX), Pacvue (a division of Assembly, Roku; NasdaqGS: ROKU), Spectrum (trade name of Charter Communications; NasdaqGS: CHTR), SVP Insights & Research (formerly NBCUniversal), The Nielsen Company (US), The Walt Disney Company (NYSE: DIS), Tinuiti, Video Advertising Bureau, VideoAmp, Walton Isaacson, Yahoo This document was generated for Other research you may be interested in:Weekly US Store Openings and Closures Tracker 2026, Week 9: The TJX Companies and Ross Stores Announce Store ExpansionsRetail Shrink and ORC: Cargo Theft Hits Record Levels in the US, Retail Crime Costs Soar in the UKWeekly UK Store Openings and Closures Tracker 2025, Week 27: Store Closures Up 8% Year Over YearInsights from China’s National Day Golden Week 2025: Resilience and Evolution in Consumer Demand
InfographicConsumer Sentiment Falls Further After Stock-Market Sell-Off: Weekly US Consumer Sentiment, Week 12, 2025—Infographic Coresight Research March 20, 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 declining consumer sentiment amid tariffs and the stock-market sell-off. The latest data in this infographic are from our survey conducted on March 10, 2025. Dive into the research behind this infographic: Consumer Sentiment Falls Further After Stock-Market Sell-Off; Plus, Social Commerce in Focus: 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. Other relevant research: Inflation Up, Sentiment Down: Alarm Bells for the US Consumer Economy? February 2025 US Retail Sales: First Year-Over-Year Drop Since the Pandemic—Electronics and Department Stores Lead Declines 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:Confidence and Couture—Consumer Sentiment Ticks Up, Gucci Leads in Luxury: US Consumer Survey InsightsHead-to-Head in US Warehouse Club Retailing: Costco vs. Sam’s ClubSector Focus: Beauty Retailing—Data GraphicJuly 2025 US Retail Sales: Growth Accelerates to Second-Highest Rate YTD, Supported by Prime Day
Deep DiveConsumer Sentiment Falls Further After Stock-Market Sell-Off; Plus, Social Commerce in Focus: US Consumer Survey Insights Aditya Kaushik, Analyst March 19, 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 continued declines in consumers’ economic and financial outlooks. 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 March 10, 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, TikTok, YouTube Other relevant research: Inflation Up, Sentiment Down: Alarm Bells for the US Consumer Economy? February 2025 US Retail Sales: First Year-Over-Year Drop Since the Pandemic—Electronics and Department Stores Lead Declines Navigating TikTok’s Uncertainty: Analyzing Challenges and Emerging User Migration Trends All our coverage of digital commerce 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:4Q24 Earnings Season Wrap-Up: Widespread Positive Sales Growth Recorded This QuarterThree Data Points We’re Watching This Week, Week 35: US Home and Home-Improvement FocusConsumer Sentiment Continues to Improve; Plus, Online Shopping in Focus: US Consumer Survey InsightsAnalyst Corner: Three Technologies Driving the Future of US Retail, with Anand Kumar
Event PresentationAdapting to Tariff Pressures: Strategies for Retail Success Steven Winnick, Vice President—Innovator Services March 19, 2025 Reasons to ReadNew US tariff policies are influencing retail operations and consumer behavior. Retailers today are faced with a crucial question: How can we protect our margins while maintaining customer loyalty? The key is to remain agile, innovative and customer-focused. On March 19, 2025, Coresight Research hosted an exclusive webinar, sponsored by Centric Software, to explore the practical implications of tariffs for retailers, drawing on data and market research. This presentation from the webinar outlines strategies to address rising costs, shifting consumer sentiment and evolving market dynamics. Equip yourself with evidence-based insights to understand current retail trends, and discover actionable strategies to navigate macroeconomic complexity! Find out how to maximize revenue and improve customer retention, with our insights touching on data-driven pricing, brand storytelling, premiumization and product innovation, and experiential retail. Premium subscribers can watch the on-demand webinar replay here. Featured speakers in this webinar replay are: Steven Winnick, Vice President – Innovator Services at Coresight Research Danielle Tan, Marketing Business Unit Lead – Planning, Pricing and Inventory Solutions at Centric Software Valuable insights in this presentation cover the following: Shifting consumer sentiment—Understand how changing consumer behaviors are influencing retail strategies, with data from proprietary US consumer surveys. Industry implications—Explore the direct effects of tariffs on retailers and broader market trends. Customer-centric pricing—Learn methods to adjust pricing strategies based on real-world data. Enhancing product value—Discover ways to maintain customer loyalty through improved value propositions. Cost-saving opportunities—Identify practical measures to protect margins in a challenging economic climate. Leveraging technology—See how digital solutions can streamline operations and support sustainable growth. Relevant Research: 2025 Tariffs: Impacts on the US Consumer Economy—Infographic Inflation Up, Sentiment Down: Alarm Bells for the US Consumer Economy? Retail 2025: US Macro, Consumer and Retail Outlook Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. 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:Holiday 2025: US Holiday Retail Homestretch—Strong Total Demand (So Far), with Price-Driven Players Entrenching Structural GainsSector Focus: Luxury Shopping—Data GraphicFinancial Confidence Stabilizes: Weekly US Consumer Sentiment, Week 42, 2025—Data GraphicRetail 2025: US Macro, Consumer and Retail Outlook
InfographicEarnings Insights 4Q24, Week 7: Costco, Inditex and Puma Lead with Solid Fourth-Quarter Growth—Infographic Coresight Research Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research March 19, 2025 Reasons to ReadDiscover the latest revenue and EPS (earnings per share) data from week seven of the 4Q24 (fourth quarter of 2024) earnings season with this infographic, covering various companies that reported in the week, including American Eagle Outfitters, Costco, Kohl’s and Ulta Beauty, among others. Dive into the research report behind this infographic: Earnings Insights 4Q24, Week 7: Costco, Inditex and Puma Lead with Solid Fourth-Quarter Growth 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: American Eagle Outfitters, Costco Wholesale, Dick’s Sporting Goods, Dollar General, Gap Inc., Industria de Diseño Textil, Kohl’s, Puma, Ulta Beauty 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 Other research you may be interested in:Consumer Sentiment Shows Modest Improvement in January: China Consumer Survey InsightsWeekly US Store Openings and Closures Tracker 2025, Week 48: American Signature, Bed Bath & Beyond and Saks To Close StoresUS Department Stores—Real Estate Insights: The Strategic Real Estate Reset from Flagships to FootprintSeasonal Shopping, 1Q25—Expectations for Valentine’s Day and Presidents’ Day: US Consumer Survey Insights Extra
Market Navigators/Market OutlookMarket Outlook: US Convenience Store Retailing—Charting New Paths Through Structural Headwinds Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research March 19, 2025 Reasons to ReadDespite persistent spending pressures and increased competition from grocery and mass merchandisers, convenience stores remain a crucial retail channel in the US, valued for their accessibility, speed and on-the-go essentials. However, to stay ahead, industry players must adapt to fundamental shifts, including declining tobacco sales, fuel gross margin expansions, evolving foodservice offerings and greater M&A (mergers and acquisitions) activity. In this Market Outlook, we explore the size and trajectory of the US convenience store sector and key factors impacting growth. We also detail the overall sector’s competitive landscape and present key themes we are watching in 2025 and beyond. Each Market Outlook offers our analysts’ definitive view of their sector. This research report includes proprietary forecasts, analysis of company metrics, exclusive consumer survey data and our analysts’ consideration of factors and themes in the market. Data in this research report include: Total sales and year-over-year growth at US convenience stores, 2020–2029E Proprietary survey data on the types of prepared food consumers purchase from convenience stores and what factors influence these purchases Top 10 categories at convenience stores by sales, 2023 and 2024 Private-label penetration rate at convenience stores, 2019–2024 Companies mentioned in this report include: Alimentation Couche-Tard, Casey’s General Stores, DoorDash, Gopuff, Instacart, Love’s Travel Stops, Maverik, Murphy USA, QuikTrip, Seven & i Holdings Other relevant research: US Grocery—Retail 2025 Sector Outlook: Volume Growth Headwinds To Continue 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 Purchase this report. Buy Now This document was generated for Other research you may be interested in:Essential Guide to Shoptalk Spring 2025: Navigating the Future of Customer-Centric Retail with AI and Unified CommerceWeekly US Store Openings and Closures Tracker 2025, Week 49: Claire’s Closes 146 More Stores Than AnnouncedSector Focus: Luxury Goods—Data GraphicThe Beauty Conversion Architecture: From Discovery to Purchase—Powering Beauty Companies’ Growth in 2025 and Beyond
Insight ReportEarnings Insights 4Q24, Week 7: Costco, Inditex and Puma Lead with Solid Fourth-Quarter Growth Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research March 19, 2025 Reasons to ReadOur weekly Earnings Insights reports feature highlights from recent management commentary from major retailers within our Coresight 100 coverage list as they report fourth-quarter 2024 earnings. This week, discover highlights from major companies that reported in the week ended March 16, 2025, across six sectors: apparel and footwear, beauty, department stores, discount stores, specialty apparel and warehouse clubs. Alongside this report, you can assess selected earnings highlights, including earnings and EPS (earnings per share) data, via the infographic download above. Data in this research report include: US retail sales growth, October 2024–February 2025 Quarterly data from companies, including gross margins and sales data by brand (where applicable), channel and geography Companies mentioned in this report include: American Eagle Outfitters, Costco Wholesale, Dick’s Sporting Goods, Dollar General, Gap Inc., Industria de Diseño Textil (Inditex), Kohl’s, Puma, Ulta Beauty Other relevant research: Explore all our Earnings Insights reports, including quarterly wrap-ups. 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:CES 2026: Retail Track Wrap-Up—Search, Experiences, Technology and Social MediaUS Department Stores Show Signs of Improvement: Is the Reset Working?Canada Store Openings and Closures Tracker 2026: Toys“R”Us and Claire’s Close StoresUS Store Tracker Extra, June 2025: 120+ Million Square Feet of Retail Space To Close This Year, Outpacing Openings by Over 1.5X
Event CoverageShoptalk Spring 2025 “Shark Reef” Startup Pitch: Preview—12 Innovators Leveling Up the Customer Experience and Streamlining Operations Coresight Research March 18, 2025 Reasons to ReadThe “Shark Reef” Startup Pitch returns to Shoptalk Spring, where cutting-edge innovators will compete for the Judges’ Choice and Audience Choice awards. We preview the competition in this report, so you can head to the event already in the know! Dive into the competition’s format and judging panel as well as the 12 participating retail-technology providers. From AI (artificial intelligence) to personalization to supply chain optimization, the startups are redefining retail with tech solutions that enhance the customer experience and drive business efficiencies. Coresight Research is a research partner of Shoptalk Spring 2025, an annual conference that explores the latest trends, innovations and challenges in the retail industry. Deborah Weinswig, CEO and Founder of Coresight Research, will emcee the Startup Pitch and serve as the lead judge. Shoptalk Spring 2025 will take place during March 25–27 at the Mandalay Bay resort in Las Vegas, Nevada. This report has been updated since first published to reflect changes to the Startup Pitch lineup. Other relevant research: Retail 2025: 10 Trends in Retail Technology 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. More on Shoptalk Spring: The Coresight Research Innovator Profile series provides more detail on each innovator set to compete in the Startup Pitch. Essential Guide to Shoptalk Spring 2025: Navigating the Future of Customer-Centric Retail with AI and Unified Commerce Catch up on insights from previous Shoptalk events and look out for our daily coverage of Shoptalk Spring 2025 here. Meet the Coresight Research team at Shoptalk Spring 2025. 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:Freeze, Flight or Fight? How Retailers Can Strategically Navigate Tariff TurmoilSustained Stimulus Measures Give Rise to Consumer Optimism: China Consumer Survey InsightsWeekly UK Store Openings and Closures Tracker 2026, Week 24: Closures Up 31% Year Over YearWeekly UK Store Openings and Closures Tracker 2025, Week 29: New Look Closes Additional Stores
Insight ReportSycamore Partners To Acquire Walgreens Boots Alliance—Exploring the Reasons for and Implications of the $23.7 Billion Deal Aditya Kaushik, Analyst March 17, 2025 Reasons to ReadEarlier this month, Walgreens Boots Alliance (WBA) announced that it has entered into a definitive agreement to be acquired by Sycamore Partners, a private-equity firm specializing in retail, consumer and distribution-related investments. Explore the reasons behind this decision and dive into our analysis of the implications of the proposed $23.7 billion deal. Data in this research report include: Proprietary survey data on what drugstores and pharmacies US consumers purchase from Revenues of the leading US drugstore and pharmacy chains, 2020–2024 Companies mentioned in this research report include: Amazon, Cigna Group, CVS Health, Kroger, Publix, Rite Aid, Sycamore Partners, UnitedHealth Group, Walgreens Boots Alliance, Walmart Other relevant research: US Drugstores—Retail 2025 Sector Outlook: Low-Single-Digit Sales Growth Amid a Focus on Cutting Costs Market Navigator: US Drugstore and Pharmacy Retailers—A Strong Focus on Healthcare Expansion in 2024 and Beyond Market Navigator: US Healthcare—Evolving To Become More Personalized and Consumer-Focused Discover more Coresight Research coverage of the drugstores sector. 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:February 2025 US Retail Sales: First Year-Over-Year Drop Since the Pandemic—Electronics and Department Stores Lead Declines2026 Sector Outlook: US Department Stores Retailing—A Slowing Decline amid Strategic ResetAgentic Commerce—Google’s Universal Commerce Protocol Invokes “Multiplayer Mode”Earnings Insights 1Q25, Week 7: Dollar Stores See Growth Amid Tariff Pressures—Infographic
Insight ReportFebruary 2025 US Retail Sales: First Year-Over-Year Drop Since the Pandemic—Electronics and Department Stores Lead Declines Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research March 17, 2025 Reasons to ReadUsing data from the US Census Bureau, we analyze US retail sales in February 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), February 2024–February 2025 Year-over-year changes in retail sales by sector, January and February 2025 Other relevant research: Inflation Up, Sentiment Down: Alarm Bells for the US Consumer Economy? 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 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 Other research you may be interested in:Innovator Profile: Flock AI—AI-Native Platform for Visual Content GenerationNextGen 2025: Retail, Real Estate & the New Consumer—AgendaInnovator Profile: Relocalize—Hyper-Local Production with Autonomous Micro-Factories to Cut Costs and Reduce WasteInsights from China’s National Day Golden Week 2025: Resilience and Evolution in Consumer Demand
Analyst CornerAnalyst Corner—US Convenience Store Retailing: Battling Headwinds and Seeking New Opportunities, with Sujeet Naik Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research March 16, 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, Sujeet Naik, Analyst, offers selected insights from our upcoming Market Navigator on US convenience store retailing, discussing the key factors set to impact sector sales in 2025. 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: Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles. Read previous Analyst Corner reports, including last week’s report, which discusses our latest consumer data on tariff perceptions. 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:Shoptalk Fall 2025 Wrap-Up: Driving Retail Forward—AI, Agility, Loyalty and Leadership in Volatile TimesAnalyst Corner: Singles’ Day 2025 Trends See AI Move Center Stage, with John MercerApril Sentiment Steadies, but Energy and Property Drag Weigh on Households: China Consumer Survey InsightsAmazon Prime Day India 2025: Wrap-Up—Biggest-Ever Prime Day Spurs Tier 2 and Tier 3 Markets’ Growth and Premium Buys