InfographicThree Data Points We’re Watching This Week, Week 49: US Brick-and-Mortar Retail Coresight Research December 6, 2024 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 49 of 2024. This week, we focus on the US physical retail landscape, with insights on associate-enablement technology, generational shopping trends and store closures. Dive into the full research report behind these data points: Success at Hand: Equipping Frontline Workers with More Mobile Devices to Drive Revenue and Delight Customers—a free research report from Coresight Research and Zebra Technologies Generational Trends in Shopper Behavior: US Consumer Survey Insights Extra US Store Tracker Extra, November 2024 Other relevant research: All our coverage of US retail and physical retail 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. All graphics in the Three Data Points series This document was generated for Other research you may be interested in:Sentiment; Tariff Perceptions; Inflation Reactions—Taking the Consumer Pulse on Essentials: US Consumer Survey InsightsWeekly UK Store Openings and Closures Tracker 2025, Week 16: B&M and Tesco Provide Store-Opening PlansAnalyst Corner: US Shoppers Are Worried About Higher Prices from Tariffs—Consumer Survey Insights with John MercerUS Drugstore and Pharmacy Retailing: Themes, Concepts and Innovators—Rightsizing for Relevance; Smaller Footprints for a Bigger Impact
Insight ReportProcter & Gamble Investor Day 2024: Striving for Superiority and Prioritizing Productivity for Long-Term Growth Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research December 5, 2024 Reasons to ReadCPG (consumer packaged goods) company Procter & Gamble (P&G) held its Investor Day on November 21, 2024. We present insights from the event, covering the company’s strategic pillars and focus areas under its integrated growth strategy. Other relevant research: Procter & Gamble (NYSE: PG) Company Profile Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Sector Focus: Off-Price Shopping—Data GraphicWeekly UK Store Openings and Closures Tracker 2025, Week 30: Marks & Spencer Opens Airside Food StoresUnlocking Success: The Pathway to Profitability for US Brands and RetailersSeptember 2025 US Retail Sales Outlook: Retail Outlook Score Plummets; Holiday-Quarter Growth Projection Moderates
Deep DiveGenerational Trends in Shopper Behavior: US Consumer Survey Insights Extra Aditya Kaushik, Analyst December 5, 2024 Reasons to ReadThe Coresight Research monthly US Consumer Survey Insights Extra series offers a more detailed or specific take on trends and data from our weekly surveys of US consumers. Gen Zers, millennials, Gen Xers, baby boomers: How do their shopping habits compare? In this report, we dive into generational trends in consumer preferences and behavior, analyzing where shoppers make purchases and what they are buying, with findings broken down by age. The appendix of this report provides results on consumers’ shopping behaviors and sentiment from our weekly survey questions aggregated in four-week increments over the past six months. Data in this research report are proprietary survey findings on: Consumers’ participation in selected activities over the past two weeks—shopping centers and foodservice (August–October 2024) What consumers have bought in-store and online in the last two weeks (August–October 2024) Where consumers have bought food and nonfood products from in the last two weeks (August–October 2024) Popular retailers in selected discretionary categories— apparel and accessories, footwear, and beauty (March–October 2024) All data are broken down by age to identify generational trends. Other relevant research: The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Innovator Profile: Flock AI—AI-Native Platform for Visual Content GenerationAnalyst Corner: Agentic AI Will Change Shopping and Selling, with John HarmonUS Online Grocery Survey 2025: Full-Basket Orders Increase as Delivery Retains Its DominanceWeekly UK Store Openings and Closures Tracker 2025, Week 12: Openings Up 50+% Year Over Year
Insight ReportAmazon Haul: The E-Commerce Giant Takes On Its Cross-Border Competitors Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research December 5, 2024 Reasons to ReadOn November 13, 2024, Amazon announced the launch of a new digital storefront, Amazon Haul, which offers all its products for $20 or less, with most items under $10 and some as low as $1. We examine the target audience for Amazon Haul, its impact on the main Amazon site and its key advantages over its cross-border competitors, such as Shein, Temu and TikTok Shop. Companies mentioned in this report include: AliExpress, Amazon, Shein, Temu, TikTok Other relevant research: Shein’s “Supply Chain as a Service”: Reshaping Retail Logistics US Dollar Stores Face a Slowdown—Is Temu To Blame? Retail Industry Analysis: What Can Retailers Learn from Shein and Temu? The Coresight Research Amazon Databank brings together a range of proprietary data on Amazon, with a focus on its US retail operations. 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:Sector Focus: Luxury Goods—Data GraphicSNAP Policy Changes and Funding Cuts: Impact on RetailersRetail Crime and Shrink: Facial Recognition Tech Gains Ground; Shoplifting Climbs 13% in EnglandAnalyst Corner: Previewing CES 2026, with John Harmon
Store TrackerUS Store Tracker Extra, November 2024: American Freight and Big Lots Bankruptcies Push Total Closed Retail Space to 116 Million Square Feet Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research December 4, 2024 Reasons to ReadAnnounced store closures by American Freight and Big Lots in November have pushed planned total closed retail space for 2024 to just over 116 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 November 29, 2024. Data in this report are: Year-to-date (YTD) US store closures and openings estimates for 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 2024 versus the comparable period in 2023 US retail bankruptcies, 2024 vs. 2023 Companies mentioned in this report include: Costco Wholesale, CVS Health, Ulta Beauty, Walgreens Boots Alliance 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:2026 Sector Outlook: US Mass Merchandisers, Warehouse Clubs and Discount Retailers—Warehouse Clubs To Lead Growth amid Sustained Value-Seeking BehaviorSector Focus: Luxury Shopping—Data GraphicEarnings Insights 4Q24, Week 7: Costco, Inditex and Puma Lead with Solid Fourth-Quarter Growth—InfographicEarnings Insights 1Q25, Week 6: Costco Wholesale, Deckers Outdoor and Ulta Beauty Report Growth While Department Stores Face Challenges—Infographic
Deep DiveHoliday 2024—Amazon Reigns While Apparel Shines: US Consumer Survey Insights Aditya Kaushik, Analyst December 4, 2024 Reasons to ReadThe Coresight Research weekly US Consumer Survey Insights series takes a regular temperature check on US consumers’ behaviors and sentiment, based on exclusive proprietary survey data. This week, in addition to our usual weekly findings on consumer sentiment, activities and shopping patterns, we dive into findings on holiday shopping specifically. Which retailers are popular, and what are holiday shoppers buying? Track US consumers’ shopping behavior through the holiday season in this report series. The latest data in this report are from our survey conducted on November 25, 2024, with headline findings on the dominance of Amazon and the popularity of apparel as a holiday category. Data in this research report are our latest proprietary survey findings on: Whether consumers have started their holiday shopping yet, and whether they have made any holiday purchases in the past seven days Popular retailers and product categories among holiday shoppers Consumers’ expectations for the economy overall and for their own personal financial situation—plus, breakdowns of our findings by income Where consumers have bought food and nonfood products from in the last two weeks What consumers have bought in-store and online in the last two weeks Activities that consumers have done in the past two weeks Companies mentioned in this research report include: Amazon, Dollar General, Kohl’s, Target, Walmart Other relevant research: Holiday 2024: US Consumer Survey and Retail Outlook—Early Shopping and Deal-Seeking To Define the Season All our coverage of US holiday retail, including our Holiday Survey Bites series of infographics The US Holiday Retail 2024 Databank tracks key retail metrics for the holiday season, including hiring and delivery surcharges. 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:Positivity About Personal Finances Continues; Walmart Leads Mass Merchandisers and Warehouse Clubs: US Consumer Survey InsightsJCPenney Merges with SPARC Group to Form Catalyst Brands—What It Means for US RetailInnovator Profile: ReFiBuy—Solving Research-Find-Buy E-commerce Challenges with Agentic AIShoptalk Spring 2025 “Shark Reef” Startup Pitch: Preview—12 Innovators Leveling Up the Customer Experience and Streamlining Operations
Insight ReportEarnings Insights 3Q24, Week 6: Best Buy, Kohl’s and Macy’s Report Comp Declines Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research December 4, 2024 Reasons to ReadOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list as they report third-quarter 2024 earnings. We also explore recent holiday-related commentary from these companies. This week, there are highlights from companies that reported in the week ended December 1, 2024, across five sectors: apparel and footwear, beauty, department stores, electronics retailers, and specialty apparel. Data in this report are: 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, Best Buy, Dick’s Sporting Goods, Guess?, Kohl’s, Macy’s, Ross Stores, Urban Outfitters 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. The US Holiday Retail 2024 Databank tracks key retail metrics for the holiday season, including hiring and delivery surcharges. 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:2026 Retail Predictions: US—Five Forces Powering the Next Retail TransformationFinancial Confidence Reaches Five-Month High: Weekly US Consumer Sentiment, Week 26, 2025—InfographicHoliday 2025: US Consumer Survey and Retail Outlook—From Social to Smart: AI Becomes the New Driver of Holiday Discovery and ValueNRF 2026: Retail’s Big Show—Day 1—Everything Agentic, Plus Digital Twins, Robotics and Smart Stores
Event PresentationLegends of Commerce: Content & Cocktails: Sessions and Speaker Details Coresight Research December 4, 2024 Reasons to ReadOn December 3, 2024, Coresight Research and Ken Pilot Ventures hosted Legends of Commerce: Content & Cocktails, which brought together top retail and technology leaders for rapid-fire panels, fascinating keynotes and unmissable networking. The event saw insightful discussions on the transformative impact of AI (artificial intelligence) and the future of technology-powered retail. This presentation from Legends of Commerce details the sessions, sponsors and esteemed speakers. Deborah Weinswig, CEO and Founder of Coresight Research, in a Barside Chat with Joe Preston, CEO of New Balance. Source: Coresight Research Other relevant research: Look out for our report offering insights from the full event! Explore AI and the Future of Retail at Legends of Commerce: Content & Cocktails—Event Preview Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. Discover upcoming events here. This document was generated for Other research you may be interested in:Retail-Tech Landscape: Supply Chain TechnologyInnovator Profile: GrocerAI—Delivering Fast, Personalized Grocery Baskets with Agentic AICEO Brief: Intelligent Inventory—Achieving Inventory ExcellenceSingles’ Day 2025: Three Trends To Look For as AI Moves Center Stage
InfographicSuccess at Hand: Equipping Frontline Workers with More Mobile Devices to Drive Revenue and Delight Customers—Infographic John Harmon, CFA, Managing Director of Technology Research Sector Lead: Steven Winnick, Vice President—Innovator Services December 3, 2024 Reasons to ReadIn this infographic, we present selected findings from our research on the “unserved hands” opportunity among US retailers, meaning equipping retail staff with dedicated mobile devices. Data in this infographic include proprietary survey findings on: Retailers’ adoption of mobile devices Top barrier to the adoption of mobile devices Top business functions and workflows that stand to gain from the implementation of more mobile devices Benefits of equipping employees with mobile devices This infographic is produced and made available to non-subscribers of Coresight Research in partnership with Zebra Technologies, a leading digital solution provider enabling businesses to intelligently connect data, assets and people. Methodology: Informing the data in this infographic is an online survey of 400 decision-makers at US-based retailers, conducted by Coresight Research on July 8, 2024. Respondents are senior executives at companies with $50+ million in annual revenue and 50+ retail employees (less than 100% of which currently use dedicated mobile devices). Other relevant research: Read the full report: Success at Hand: Equipping Frontline Workers with More Mobile Devices to Drive Revenue and Delight Customers Retail-Tech Landscape: Store Associate Enablement Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. Read more reports on retail management and physical retail More Innovator Research from Coresight Research This document was generated for Other research you may be interested in:Analyst Corner: Analyzing Supply Chain Challenges and Solutions for the Apparel, Footwear and Department Store Sectors, with Aditya KaushikHead-to-Head in Global Luxury Retailing: Kering vs. LVMHHot Tech Trends and Cool Products Unveiled: CES 2025 Pre-Conference InsightsChina’s 6.18 Shopping Festival 2025: Promotion Rules Simplified, Extended Festival Duration and Governmental Strategies
Deep DiveSuccess at Hand: Equipping Frontline Workers with More Mobile Devices to Drive Revenue and Delight Customers John Harmon, CFA, Managing Director of Technology Research Sector Lead: Steven Winnick, Vice President—Innovator Services December 3, 2024 Reasons to ReadEquipping associates with dedicated mobile devices presents numerous benefits for retailers, from employee satisfaction to improved customer experience to retailer efficiency. We refer to this as filling “unserved hands,” meaning retail employees that do not have handheld devices allocated to them for their exclusive use. In this report, we examine the “unserved hands” opportunity among US retailers, quantifying its scale and exploring the benefits and opportunities for retailers of equipping retail staff with dedicated mobile devices. Our analysis in this report is informed by a Coresight Research survey of US-based companies operating in a range of retail sectors. Key Learnings: The labor shortage in the US is impacting retailers and hindering the adoption of mobile devices for employees. Improve operational efficiency and enhance customer satisfaction by powering operations and merchandising with more mobile devices. The benefits of filling unserved hands are prevalent across multiple business workflows. Retailers are willing to invest even more in devices with advanced technology. Data in this research report include proprietary survey findings on: Retailers’ adoption of mobile devices—in total and by retailer size and segment Challenges that organizations are facing due to the skills gap Barriers hindering the adoption of mobile devices Business functions and workflows that stand to gain from the implementation of more mobile devices Benefits of equipping employees with mobile devices We also offer several case studies involving leading retailers and brands, such as Lowe’s, Office Depot and Walgreens. This report is produced and made available to non-subscribers of Coresight Research in partnership with Zebra Technologies, a leading digital solution provider enabling businesses to intelligently connect data, assets and people. Download the associated infographic for selected findings from this report. Other relevant research: Retail-Tech Landscape: Store Associate Enablement Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. Read more reports on retail management and physical retail More 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. 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 42: 40 New Openings for Ross Stores Reflect Off-Price EncroachmentCanada Store Openings and Closures Tracker 2025: Best Buy, Dollarama and Loblaw Companies Lead Openings at the Start of the YearTransforming Beauty Retail: AI Across the Value Chain, from Innovation to PersonalizationAnalyst Corner: UK Retail Crime Soars—Visibly Reflected in Stores, with John Mercer
Deep DiveBlack Friday 2024: Insights from US Store Visits—Which Retailers Could Have Done Better? Anand Kumar, Associate Director of Research December 3, 2024 Reasons to ReadLast week, the Coresight Research team undertook our annual Black Friday store visits, visiting the stores of more than 40 retailers across six states: Arizona, Massachusetts, New Jersey, New York, Oregon and Rhode Island. During these store visits, our team covered outlets, malls, strip malls, super-regional centers, downtown locations and neighborhood centers. We offer our observations on the brick-and-mortar channel during Black Friday 2024, covering the breadth and depth of promotions, product quantity and availability, and consumer activity and demand, among other topics. Companies mentioned in this report include: American Eagle Outfitters, Best Buy, Foot Locker, H&M, Lululemon, Macy’s, Target, Walmart, Williams-Sonoma, Zara Other relevant research: US Black Friday 2024: Early Read—Moderate Early-Morning Footfall Bears Out the Reinvention of Black Friday Holiday 2024—Black Friday Preview: Projecting Low-Single-Digit Sales Growth as Early Deals Pull Demand Forward Holiday 2024: US Consumer Survey and Retail Outlook—Early Shopping and Deal-Seeking To Define the Season Holiday 2023: Black Friday Insights from Store Visits in the US and the UK All our coverage of US holiday retail, including our Holiday Survey Bites series of infographics 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 45: Bed Bath & Beyond Home Continues To Open StoresUS Store Tracker Extra, October 2025: Rite Aid Takes Total Closed Retail Space to 143 Million Square FeetWeekly US Store Openings and Closures Tracker 2025, Week 50: Dollar General To Open More Than 450 Stores in 2026Weekly 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 More
Analyst CornerAnalyst Corner—Looking Forward to 2025: Why Retail Media Excites Me, with Manik Bhatia Manik Bhatia, Head of Custom Research December 1, 2024 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, Manik Bhatia, Head of Custom Research, discusses what’s ahead for retail advertising. From AI (artificial intelligence) to the in-store opportunity, find out how retail media networks (RMNs) are set to evolve. We also highlight our key research from the past week and reports to look out for in the coming week, so you don’t miss out. Other relevant research: Data and AI in Retail Media—Collaboration and Data Cleansing Illuminate the Way Forward All Coresight Research coverage of retail media Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. Read previous Analyst Corner reports, including last week’s report, which discusses the companies chasing a stake in the AI chip market. 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 Spring 2025: Day Two—Next-Generation Search and the Leading Edge of Storytelling, from Influencers to Lived ValuesRetail 2025: 10 Trends Shaping the Retail Media MarketWeekly UK Store Openings and Closures Tracker 2025, Week 32: Co-op Opens New-Format Micro StoreBlack Friday 2025: Key Insights from US Stores—Solid Shopper Demand, Some True Doorbusters and Greater Omnichannel Integration
Insight ReportUS Black Friday 2024: Early Read—Moderate Early-Morning Footfall Bears Out the Reinvention of Black Friday Anand Kumar, Associate Director of Research November 29, 2024 Reasons to ReadToday, the Coresight Research team is undertaking its annual Black Friday store tours, visiting the stores of more than 40 different retailers across the US. We present an early read on the shopping event, including insights into crowd levels, promotions, inventory volume and staffing levels. Companies mentioned in this report include: Best Buy, The Home Depot, Kohl’s, Target, Walmart Other relevant research: Holiday 2024—Black Friday Preview: Projecting Low-Single-Digit Sales Growth as Early Deals Pull Demand Forward Holiday 2024: US Consumer Survey and Retail Outlook—Early Shopping and Deal-Seeking To Define the Season Holiday 2023: Black Friday Insights from Store Visits in the US and the UK All our coverage of US holiday retail, including our Holiday Survey Bites series of infographics 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: Coframe—Using AI-Driven Experimentation to Optimize Digital Storefront PerformanceFinancial Pessimism Deepens Amid Post-Shutdown Adjustment: US Consumer Survey InsightsThe Tech-Driven Future of US Retail: AI To Power Smarter Supply Chains, Seamless Operations and Personalized ExperiencesInnovator Profile: Relocalize—Hyper-Local Production with Autonomous Micro-Factories to Cut Costs and Reduce Waste
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2024, Week 48: US Closures Up 69% Year Over Year Risheek Dandekeri November 29, 2024 Reasons to ReadOur Weekly US and UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies. This week, we highlight additional closures by Bath & Body Works and Save-A-Lot, and detail other recent store announcements from major retailers. Non-store-closure news includes management changes at Kohl’s and Asda. This report presents data up to week 48 of 2024, ended November 29, 2024. Data in this research report include: Week-by-week comparisons of announced store closures and openings in the US and the UK—2024 vs. 2023 Major US and UK store closures and openings, 2024 Major US and UK retail bankruptcies—2024 and 2023 Companies mentioned in this research report include: Asda, Barnes & Noble, Bath & Body Works, Gap Inc., Kohl’s, Save-A-Lot Other relevant research: The full collection of Store Tracker reports The US and UK Store Tracker Databank is the definitive resource for information on store openings and closures by sector in the US and UK retail industries. The Retail Bankruptcies Databank details bankruptcies of US and UK retail companies, restaurants and gyms since March 2020. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Weekly US Store Openings and Closures Tracker 2025, Week 51: Retailers Announce More Than 1,000 Store Openings for 2026Highlights from NextGen 2025: Retail, Real Estate & the New Consumer—InfographicEarnings Insights 4Q24, Week 6: Sales Decline for Kroger, Macy’s, Ross Stores and Other Retailers—InfographicUS Retail Sales Outlook: Our Retail Growth Outlook Score Strengthens, Slightly
InfographicThree Data Points We’re Watching This Week, Week 48: US Holiday Outlook Update John Mercer, Head of Global Research and Managing Director of Data-Driven Research November 29, 2024 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 48 of 2024. This week, we focus on the US holiday season, with insights on Black Friday, consumers’ economic optimism and our retail sales growth projection. Dive into the full research report behind these data points: Holiday 2024—Festive Fever as Holiday Shopping Heats Up: US Consumer Survey Insights Holiday 2024—Black Friday Preview November 2024 US Retail Sales Outlook: Strong October To Fuel Solid Holiday Sales Other relevant research: All our coverage of US holiday retail All graphics in the Three Data Points series This document was generated for Other research you may be interested in:Mixed Sentiment Trends Ahead of August 1 Tariffs; Plus, Luxury Shopping in Focus: US Consumer Survey InsightsRetail 2025: US Macro, Consumer and Retail OutlookInnovator Profile: Coframe—Using AI-Driven Experimentation to Optimize Digital Storefront PerformanceConsumer Confidence Rebounds in October: China Consumer Survey Insights