Reasons to Read

Coresight Research is a research partner of Shoptalk Spring 2025, which will take place during March 25–27 in Las Vegas, Nevada, US.

At the event, the “Shark Reef” Startup Pitch competition will see 12 innovators compete to win the Judges’ Choice and Audience Choice awards.

Our Innovator Profile series gives you a sneak peek at the participating companies. In this report, we present PlayAbly, whose AI-powered shoppable games drive consumer engagement and conversion for brands.

Other relevant research:

  • More research reports on e-commerce
  • Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology.

More on Shoptalk Spring:

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Reasons to Read

The Coresight Research and Circana monthly US CPG Sales Tracker provides our data-driven analysis of sales trends in the US CPG industry—covering the product categories of food & beverages, health & beauty, and general merchandise & homecare.

This report presents key insights for the four weeks ended February 23, 2025.

Data in this research report include:

  • CPG sales growth—e-commerce, in-store and in total
  • E-commerce and total CPG sales growth by category type
  • Food & beverages department breakdown by category: e-commerce and total sales growth
  • Nonfood department breakdown by category: e-commerce and total sales growth

Other relevant research:

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Reasons to Read

The Coresight Research monthly China Consumer Survey Insights series takes a regular temperature check on Chinese consumers’ behaviors and sentiment, based on exclusive proprietary survey data.

In this research report, we present findings from our latest weekly surveys, with the most recent undertaken on February 24, 2025. We highlight continued declines in consumer expectations for their personal finances and the economy, against a backdrop of new US tariffs.

Data in this research report are:

  • Consumers’ expectations for economic conditions and personal finances in the next 12 months
  • How consumers’ financial situation now compares to 12 months ago
  • Activities that consumers have done in the past two weeks
  • What products consumers have bought in-store and online in the last two weeks

Other relevant research:

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Reasons to Read

Coresight Research is a research partner of Shoptalk Spring 2025, which will take place during March 25–27 in Las Vegas, Nevada, US.

At the event, the “Shark Reef” Startup Pitch competition will see 12 innovators compete to win the Judges’ Choice and Audience Choice awards.

Our Innovator Profile series gives you a sneak peek at the participating companies. In this report, we present Lumi AI, a data analysis solution that unlocks hidden value for retail businesses.

Other relevant research:

More on Shoptalk Spring:

This report is available for free and can be accessed by registering for a free account.

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Reasons to Read

Coresight Research is a research partner of Shoptalk Spring 2025, which will take place during March 25–27 in Las Vegas, Nevada, US.

At the event, the “Shark Reef” Startup Pitch competition will see 12 innovators compete to win the Judges’ Choice and Audience Choice awards.

Our Innovator Profile series gives you a sneak peek at the participating companies. In this report, we present Big Sur AI, whose commerce-first AI (artificial intelligence) platform helps brands and retailers boost profitability through task-specific AI agents.

Other relevant research:

More on Shoptalk Spring:

This report is available for free and can be accessed by registering for a free account.

Please Login to read the full report. Not a member? To access this content for free, register for a free account.

Reasons to Read

Coresight Research is a research partner of Shoptalk Spring 2025, which will take place during March 25–27 in Las Vegas, Nevada, US.

At the event, the “Shark Reef” Startup Pitch competition will see 12 innovators compete to win the Judges’ Choice and Audience Choice awards.

Our Innovator Profile series gives you a sneak peek at the participating companies. In this report, we present Wayvee Analytics, which analyzes in-store shoppers’ emotions to measure customer satisfaction and purchase intent.

Other relevant research:

More on Shoptalk Spring:

This report is available for free and can be accessed by registering for a free account.

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Reasons to Read

Welcome to Analyst Corner! Every Sunday, a member of the Coresight Research team discusses upcoming or recent research and their thoughts on interesting topics in their area of expertise.

This week, John Mercer, Head of Global Research and Managing Director of Data-Driven Research, discusses highlights from our latest consumer data on tariff perceptions.

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: Target

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Reasons to Read

Our Weekly US and UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies.

This week, we highlight major store opening and closure announcements from Big Lots, Forever 21, Ross Stores and The TJX Companies. Non-store-closure news includes CEO changes at both Albertsons and Kroger.

This report presents data up to week 10 of 2025, ended March 7, 2025.

Data in this research report include:

  • Week-by-week comparisons of announced store closures and openings in the US and the UK—2025 vs. 2024
  • Major US and UK store closures and openings—2025 and 2024
  • Major US retail bankruptcies—2025 and 2024

Companies mentioned in this report include: Beaverbrooks, Big Lots, Forever 21, Ross Stores, Superdry, The TJX Companies, Wickes

Other relevant research:

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Reasons to Read

In February, closures by CVS Health and Joann pushed total closed retail space for 2025 closer to 85 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.

This report is part of our monthly US Store Tracker Extra series; we offer insights into announced developments as of February 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: Aldi, Bargain Hunt, CVS Health, Dollar Tree, Floor & Decor, The Home Depot, Joann, Tractor Supply, Winn-Dixie

Other relevant research:

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Reasons to Read

The US retail real estate landscape will undergo significant shifts in 2025 and beyond as major retailers redefine their brick-and-mortar strategies to better align with evolving consumer behaviors and economic pressures.

Building on our Market Navigator on the US retail and e-commerce market, we explore how small-format stores, technology integration and immersive retail experiences are becoming critical success factors for retailers. Additionally, by analyzing store openings and closures, as well as recent traffic trends, we shed light on the evolving relationship between retailers and real estate companies.

Data in this research report include:

  • Proprietary survey data—US consumer preferences around store size and the reasons why; where US consumers want retailers to open stores; and what technologies they feel would enhance the in-person shopping experience
  • The US retail market’s size, total and by channel, 2020–2029E
  • Major store opening and closure counts for 2024, by major retailer

Companies mentioned in this report include: Albertsons, Amazon, Burlington Stores, Costco Wholesale, Dollar General, Dollar Tree, Foot Locker, Kohl’s, Macy’s, Sephora, Target, Ulta Beauty, Walmart, Walgreens Boots Alliance

Other relevant research:

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Reasons to Read

New US tariffs on imports from Canada, Mexico and China will impact multiple retail categories, with implications for consumers. We summarize category-level exposure to these countries, and present new, proprietary US consumer survey findings on perceptions of tariffs.

Data in this research report include:

  • Value and share of product imports to the US, by selected country—food, apparel, and footwear categories
  • US consumers’ expectations on the impacts of new tariffs on the economy and them personally, their concerns around tariffs, and the perceived benefits of tariffs

Other relevant research:

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Reasons to Read

Our 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 February 28, 2025, across six sectors: apparel and footwear, beauty, consumer packaged goods, e-commerce, food and grocery, and home and home improvement.

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–January 2025
  • Quarterly data from companies, including gross margins and sales data by brand (where applicable), channel and geography

Companies mentioned in this report include: Bath & Body Works, Beiersdorf, Coles Group, Coupang, Danone, eBay, Haleon, The Home Depot, Lowe’s, The TJX Companies, Urban Outfitters, Woolworths Group

Other relevant research:

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Reasons to Read

The 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 February 24, 2025, with headline findings on the prevalence of trading down as an inflation-combating strategy.

Data in this research report are our latest proprietary survey findings on:

  • Consumers’ perceptions of inflation, and its impact on grocery and nongrocery spending
  • Consumers’ expectations for the economy overall and for their personal financial situation
  • 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:

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