Deep DiveGrocery Retailing—US Real Estate Insights: Value and Specialty Grocers Lead Store Expansion as Traditional Retailers Lag Behind Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research February 20, 2025 Reasons to ReadThe grocery sector remains one of the most resilient areas in retail, with stable consumer demand and high foot-traffic potential. Yet, shifts in store formats, consumer shopping habits and real estate investment patterns are creating winners and losers in the market. By understanding these shifts, businesses can position themselves for success in an increasingly competitive and complex grocery real estate environment. From Amazon’s renewed push into physical grocery to the ways in which traditional grocers are lagging behind value and specialty retailers, dive into current grocery real estate trends in the US. Which grocery banners are expanding, and which retailers are consolidating their store footprints? How are store formats changing? Find out in this data-driven research report. Building on our Market Navigator on US grocery retailing, we take a deeper dive into the sector’s real estate landscape, exploring retailers’ store portfolios, opening and closure strategies, and recent store traffic data. Data in this research report include: US grocery retail market size, 2020–2029E Store counts, footprint CAGRs (compound annual growth rates) and year-over-year changes for major grocery retailers in the US, December 2020–December 2024 Store traffic and year-over-year traffic changes for major US grocers, 2020–2024 Companies mentioned in this report include: Aldi, Amazon, BJ’s Wholesale Club, Blackstone, Costco, Dollar General, Dollar Tree, Sprouts Farmers Market, Trader Joe’s, Walmart Other relevant research: Market Navigator: US Grocery Retailing—Igniting Unit Growth in a Low-Inflation Environment US Grocery—Retail 2025 Sector Outlook: Volume Growth Headwinds To Continue Head-to-Head in Global Discount Grocery Retailing: Aldi vs. Lidl 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:2025 Tariffs: Impacts on the US Consumer Economy—InfographicWeekly US Store Openings and Closures Tracker 2025, Week 21: US Store Closure Cross 5,000 as Rite Aid Begins Closing StoresThe New Coresight 100: Setting the Direction for Global Retail in 2026Chinese New Year 2026 Review: A Shift Toward Extended, Segmented and Experience-Driven Consumption
Insight ReportEarnings Insights 4Q24, Week 3: Gucci Sales Slump 21%, Plus Updates from Ahold, Amazon, Coty and More Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research February 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 February 7, 2025, across seven sectors: apparel and footwear, beauty, consumer packaged goods, drugstores, e-commerce, food and grocery, and luxury. Data in this research report include: Quarterly data from companies, including gross margins and sales data by brand (where applicable), channel and geography Companies mentioned in this report include: Ahold Delhaize, Amazon, The Coca-Cola Company, Coty, Crocs, CVS Health, Kering, L’Oréal, Moncler, Nestlé, Skechers, Unilever 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:Consumer Sentiment Peaks Ahead of Singles’ Day—Then Stabilizes: China Consumer Survey InsightsWeekly US Store Openings and Closures Tracker 2025, Week 30: Claire’s Reportedly Plans to File for BankruptcyShoptalk Spring 2025 “Shark Reef” Startup Pitch: Recap—12 Innovators, Two WinnersUS CPG Sales Tracker: Weather-Driven Surge Fades, In-Store Sales Decline
Deep DiveDepartment Stores in Focus; Plus, Consumer Sentiment Latest: US Consumer Survey Insights Aditya Kaushik, Analyst February 18, 2025 Reasons to ReadThe Coresight Research weekly US Consumer Survey Insights series takes a regular temperature check on US consumers’ behaviors and sentiment, based on exclusive proprietary survey data. This week, in addition to our usual weekly findings on consumer sentiment, activities and shopping patterns, we dive into findings on department store shopping specifically. Where are department store shoppers making purchases, and what categories are they buying? The latest data in this report are from our survey conducted on February 10, 2025, with headline findings on the dominance of Kohl’s to the popularity of apparel categories. Data in this research report are our latest proprietary survey findings on: Whether consumers have bought from a department store in the past three months Popular retailers and product categories among department store 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, Bloomingdale’s, JCPenney, Kohl’s, Macy’s, Walmart Other relevant research: 2025 Tariffs: Impacts on the US Consumer Economy—Infographic US Department Stores—Retail 2025 Sector Outlook: Softness To Continue, Despite Beauty Outperformance All our coverage of department stores The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. The Market Sizes Databank offers an overview of key retail market or sector sizes, including Coresight Research projections for future years. 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:Three Data Points We’re Watching This Week, Week 27: US Retail Faces HeadwindsInnovator Profile: Palate—Agile, Authentic Product Feedback for Better Food InnovationShoptalk Spring 2025: Day One—Creating Value Is Critical to Success; Tech-Powered Personalization Permeates Panel DiscussionsShaping What’s Next in Retail—Physical Retail, AI, Retail Media: Insights from NextGen 2025, a Coresight Research Conference
Infographic2025 Tariffs: Impacts on the US Consumer Economy—Infographic Coresight Research Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research February 17, 2025 Reasons to ReadDiscover new data on the US consumer economy in this free infographic, spanning inflation, consumer sentiment and tariffs. Proprietary survey data in this research report include: How US consumers believe the tariffs will impact the overall economy and their personal finances The potential drawbacks and benefits of the new tariffs How consumers will change their shopping behaviors to avoid the effects of tariffs Other relevant research: Inflation Up, Sentiment Down: Alarm Bells for the US Consumer Economy? Dive into our full survey findings: 2025 Tariffs: What Do US Consumers Think?—Proprietary Survey Insights New Tariffs, New Challenges: How US Trade Policies Could Impact Prices and Profits Retail 2025: US Macro, Consumer and Retail Outlook All our coverage of the consumer and macroeconomics The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. 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. This document was generated for Other research you may be interested in:2026 Sector Outlook: US Department Stores Retailing—A Slowing Decline amid Strategic ResetAnalyst Corner: Three Technologies Driving the Future of US Retail, with Anand KumarSupply Chain Insights for Food, Drug and Mass Retail: Technology, Resilience and the Path to Stronger MarginsData and Tech for Development—Tapping into the Consumer’s Head: Insights Presented at Retail Property Symposium 2025
Analyst CornerAnalyst Corner: Constrained Consumers Could Soon “Get to the Goods” Again—Evolving In-Store Loss Prevention, with John Harmon John Harmon, CFA, Managing Director of Technology Research February 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, John Harmon, Managing Director of Technology Research, discusses the challenges that locking up goods as a loss-prevention measure presents for retailers and consumers, and a key technology solution that has finally arrived. 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: CVS, Target, Walgreens Boots Alliance Other relevant research: Retail Shrink and ORC: Cargo Theft Hits Record Levels in the US, Retail Crime Costs Soar in the UK 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 emergence of Chinese AI (artificial intelligence) startup DeepSeek. 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:CEO Brief: Agentic AI—Creating a Digital Workforce to Achieve Enormous Leaps in Efficiency2026 Sector Outlook: US Drugstore Retailing—Strong Volume Growth amid Margin PressureWeekly US Store Openings and Closures Tracker 2025, Week 26: Kroger To Close 60 StoresMapping the US’s Reciprocal Import Tariffs: Which Nations Are Affected?
Insight ReportJanuary 2025 US Retail Sales: Nearly All Sectors Report Mid-Single-Digit Sales Growth Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research February 14, 2025 Reasons to ReadUsing data from the US Census Bureau, we analyze US retail sales in January 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), January 2024–January 2025 Year-over-year changes in retail sales by sector, December 2024 and January 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 Complementing our monthly reports, the Coresight Research US Retail Sales Databank brings together retail sales data to help you understand the scale and trajectory of US retail. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Weekly US Store Openings and Closures Tracker 2026, Week 22: Foot Locker Closes StoresWeekly UK Store Openings and Closures Tracker 2026, Week 8: Claire’s To Close StoresWeekly UK Store Openings and Closures Tracker 2026, Week 10: The Original Factory Shop Continues Store ClosuresAnalyst Corner: Retail Giants Drive the Second Wave of Quick Commerce in India, with Madhav Pitaliya
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2025, Week 7: Aldi and Skechers USA Announce Store Expansion Plans; Joann To Close 500 Stores Aaron Mark Dsouza, Data Analyst February 14, 2025 Reasons to ReadOur Weekly US and UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies. This week, we highlight store expansion plans across multiple sectors—notably, by discount supermarket chain Aldi and footwear retailer Skechers USA have announced store-expansion plans, while Joann is set to close 500 stores across the US. Non-store-closure news includes the appointment of a new Chief Stores Officer at Macy’s. This report presents data up to week 7 of 2025, ended February 14, 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: Aldi, Dollar Tree, Five Below, JCPenney, Joann, Liberated Brands, Macy’s, Skechers USA 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:Earnings Insights 4Q24, Week 5: Most Companies Report Strong Growth Results This Week—InfographicPowering Next-Gen Retail Stores with Advanced Network Connectivity—Data GraphicRetail Crime and Shrink: Lawmakers Step Up Enforcement; Retailers Double Down on Technology DeploymentsThe Agent Is the App: Insights from the 2026 Blue Yonder ICON Conference
InfographicThree Data Points We’re Watching This Week, Week 7: Consumer Sentiment Focus John Mercer, Head of Global Research and Managing Director of Data-Driven Research February 14, 2025 Reasons to ReadOur Three Data Points We’re Watching This Week series spotlights key data points from this week’s research. Understand consumer sentiment in the US and China with new survey data on consumers’ financial prospects and the impacts of tariffs. This graphic presents key insights from our research in week 7 of 2025. Dive into the full research reports behind these data points: Luxury Shopping in Focus; Sentiment Slumps Overall Amid Tariffs: US Consumer Survey Insights Mixed Signals—Economic Optimism Continues But Consumers Feel the Strain on Personal Finances: China Consumer Survey Insights 2025 Tariffs: What Do US Consumers Think?—Proprietary Survey Insights Other relevant research: The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. Read the full series of China Consumer Survey Insights reports. All graphics in the Three Data Points series This document was generated for Other research you may be interested in:Grocery Retailing—US Real Estate Insights: Value and Specialty Grocers Lead Store Expansion as Traditional Retailers Lag BehindCES 2026: The Keynotes—AI Everywhere: In Factories, Wearables, and Industrial and Consumer ProductsRetail 2025: 10 Trends Shaping the Retail Media MarketWeekly UK Store Openings and Closures Tracker 2025, Week 51: Retailers Announce Around 250 Store Openings for 2026
Insight ReportInflation Up, Sentiment Down: Alarm Bells for the US Consumer Economy? John Mercer, Head of Global Research and Managing Director of Data-Driven Research February 13, 2025 Reasons to ReadThe US consumer economy is in flux. With inflation creeping up and consumer sentiment taking a sharp downturn, retailers, brands and industry stakeholders must stay ahead of evolving market dynamics. We unpack the latest data on critical indicators shaping the retail landscape in 2025. Data in this research report include: Recent overall CPI inflation and retail-specific inflation rates Proprietary survey findings—US consumers’ economic and financial outlook over the next 12 months; expected impacts of tariffs on the economy and personal finances Other relevant research: Retail 2025: US Macro, Consumer and Retail Outlook New Tariffs, New Challenges: How US Trade Policies Could Impact Prices and Profits 2025 Tariffs: What Do US Consumers Think?—Proprietary Survey Insights Market Navigator: US Retail and E-Commerce—Seizing Opportunities Amid a Changing Landscape The Coresight Research US Consumer Survey Databankprovides additional insight into US consumer behaviors from our weekly surveys. 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:Retail Trends and Shopper Traffic Update, Q3: Early Findings & Strategic OutlookConsumer Sentiment Largely Holds Steady in December After November Highs: China Consumer Survey InsightsInside India’s Flourishing Men’s Skincare Market—Masstige Growth, Celebrity Influence and Tech InnovationNovember 2025 US Retail Sales: Positive but Muted Holiday Growth
Deep DiveAI Underpins the Tech-Driven Shift in US Grocery, from Smarter Forecasting to Faster Checkout Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research February 13, 2025 Reasons to ReadBuilding on our Market Navigator on the US grocery retailing, we explore the technologies currently shaping the sector, from AI (artificial intelligence) to ESLs (electronic shopping labels). We also provide insights on the technology trends impacting the grocery shopping experience through exclusive analysis of Coresight Research survey data. Proprietary survey data in this report include: US consumers’ feelings about selected ESL attributes What information (excluding prices) US shoppers find most useful on ESLs Features of smart shopping carts that interest US consumers the most Companies mentioned in this report include: Afresh Technologies, Albertsons Companies, Amazon, Dollar General, Dollar Tree, Hy-Vee, Kroger, Nestlé, Nvidia, RELEX Solutions, Simbe Robotics, Target, Walmart, Whole Foods Market, Zebra Technologies Other relevant research: Market Navigator: US Grocery Retailing—Igniting Unit Growth in a Low-Inflation Environment Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles. Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:2026 Sector Outlook: US Home and Home-Improvement Retailing—Pro-Led, Tech-Enabled Growth Shaping the US Home and Home-Improvement MarketUS Tariffs: Who Wins, Who Loses and What It Means for the EconomyThree Data Points We’re Watching This Week, Week 7: Consumer Sentiment Focus4Q24 Earnings Season Wrap-Up: Widespread Positive Sales Growth Recorded This Quarter
Insight ReportRetail Shrink and ORC: Cargo Theft Hits Record Levels in the US, Retail Crime Costs Soar in the UK Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research February 13, 2025 Reasons to ReadRetail crime is escalating. Cargo theft has surged across North America, causing millions of dollars in losses, while shoplifting and in-store violence in the UK have hit unprecedented highs. As retailers navigate this crisis, they must strike a balance between loss prevention and maintaining a seamless shopping experience. Part of our monthly Retail Shrink and ORC (organized retail crime) series, this research report presents the latest developments in retail shrink in the US and Europe. We uncover: The 27% increase in cargo theft across the US and Canada, and its resulting losses First-party fraud rates during the recent holiday season and the business costs of chargebacks, returns fraud and promotional abuse The 24% year-over-year rise in retail crime costs in the UK New loss-prevention capabilities and employee safety solutions from selected technology vendors Retailer commentary on loss-prevention strategies from major retailers, including the impacts of AI-powered self-checkout The retailer sectors that are better positioned to mitigate retail shrink and those that risk losing advantage This report covers developments from the start of January to mid-February 2025. From 2025, we are publishing this series on a quarterly basis. We help you understand the scale of the retail shrink challenge and stay ahead of the latest security innovations to effectively strategize around tackling evolving retail crime. Companies mentioned in this report include: Albertsons, CVS, Groupement Mousquetaires, LiveView Technologies, Poundland, Sensormatic Solutions, Socure, Walgreens Other relevant research: More reports in the Retail Shrink and ORC series RetailTech: Leading-Edge Loss Prevention—Tackling Theft and Fraud Through RFID, Video Surveillance and More—a free report, sponsored by Sensormatic Retail Challenges Drive Edge Technology Investment—a free report, sponsored by VMware Retail-Tech Landscape: Loss Prevention Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Weekly UK Store Openings and Closures Tracker 2025, Week 29: New Look Closes Additional StoresHow the US–Iran Deal Changes the Inflation Outlook for RetailAI Insights: How World Models, VLA and Physical AI Advance Retail AutomationUS Store Tracker Extra, May 2025: Rite Aid Takes Total Closed Retail Space to Over 110 Million Square Feet
Deep DiveMixed Signals—Economic Optimism Continues But Consumers Feel the Strain on Personal Finances: China Consumer Survey Insights Madhav Pitaliya, Analyst February 13, 2025 Reasons to ReadThe 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 January 27, 2024. We focus on consumer sentiment in China, which has exhibited significant volatility in recent months. Dive into our new survey data to uncover how consumer expectations for their personal finances and the economy are diverging, against a backdrop of ongoing stimulus measures and 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: Read the full series of China Consumer Survey Insights reports. The Coresight Research China Retail Sales Databank brings together retail sales data to help you understand the trajectory of retail in China. Key Festivals and Holidays for Promotional Campaigns in China in 2025: Calendar More research reports on China retail Interested in more consumer survey analysis? Check out our US Consumer Survey Insights series. 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: Palate—Agile, Authentic Product Feedback for Better Food InnovationWeekly US and UK Store Openings and Closures Tracker 2025, Week 3: Joann Files for Bankruptcy Again as US Closures Cross 2,000August 2025 US Retail Sales: Growth Normalizes as July’s Promotional Boost FadesHoliday Bites: GLP-1 Disruption with Smaller Baskets, Smaller Sizes—and a Leaner Thanksgiving?—Data Graphic
Deep DiveLuxury Shopping in Focus; Sentiment Slumps Overall Amid Tariffs: US Consumer Survey Insights Aditya Kaushik, Analyst February 12, 2025 Reasons to ReadThe Coresight Research weekly US Consumer Survey Insights series takes a regular temperature check on US consumers’ behaviors and sentiment, based on exclusive proprietary survey data. This week, in addition to our usual weekly findings on consumer sentiment, activities and shopping patterns, we dive into findings on luxury shopping trends specifically. Where are luxury shoppers making purchases, and what categories are they buying? The latest data in this report are from our survey conducted on February 3, 2025, with headline findings on Gucci’s reported popularity, despite recent earnings results from parent company Kering indicating ongoing global challenges for the brand. Plus, we highlight declining consumer sentiment amid tariffs. Data in this research report are our latest proprietary survey findings on: Whether consumers have purchased luxury products in the past three months Popular brands and product categories among luxury shoppers Where consumers have bought food and nonfood products from in the last two weeks What consumers have bought in-store and online in the last two weeks Activities that consumers have done in the past two weeks Consumers’ expectations for the economy overall and for their own personal financial situation—plus, breakdowns of our findings by income Companies mentioned in this research report include: Amazon, Burberry, Coach (Tapestry), Gucci (Kering), Louis Vuitton (LVMH), Macy’s, Walmart Other relevant research: Global Luxury—Retail 2025 Sector Outlook Visit the Coresight Research Fashion and Luxury Hub to explore sector data, reports and company profiles. The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. The Market Sizes Databank offers an overview of key retail market or sector sizes, including Coresight Research projections for future years. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:US Department Stores Show Signs of Improvement: Is the Reset Working?Canada Store Openings and Closures Tracker 2025: Bankrupt Hudson’s Bay Company Takes Total Closures Ahead of OpeningsHigh Hopes—Heightened Economic Optimism Entering the New Year: US Consumer Survey InsightsUS Store Tracker Extra, March 2025: US Total Closed Retail Space Exceeds 100 Million Square Feet
Insight ReportEarnings Insights 4Q24, Week 2: Columbia Sportswear, Mondelēz and Tapestry See Sales Growth; Clorox, Estée Lauder and PepsiCo Report Declines Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research February 11, 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, there are highlights from companies that reported in the week ended February 7, 2025, across four sectors: apparel and footwear, beauty, consumer packaged goods and luxury. 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: Clorox Company, Colgate‑Palmolive, Columbia Sportswear, The Estée Lauder Companies, Mondelēz International, PepsiCo, Ralph Lauren, Tapestry, Under Armour 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:NRF 2025: Retail’s Big Show—Top 10 Tech Themes, from Computer Vision and RFID to AI-Powered Associate DevicesEssential Guide to Shoptalk Spring 2026: Retail in the Age of AI—Balancing Automation and Human-Centric ExperiencesEarnings Insights 1Q25: Wrap-Up—Growth Outpaces Declines Across Most SectorsThree Data Points We’re Watching This Week, Week 34: US Retail Sales Outlook
Insight ReportUS CPG Sales Tracker: Homecare and Health Dominate at the Start of 2025 Prerana P Kotian, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research February 10, 2025 Reasons to ReadThe Coresight Research and Circana monthly US CPG Sales Tracker provides our data-driven analysis of sales trends in the US CPG industry—covering the product categories of food & beverages, health & beauty, and general merchandise & homecare. This report presents key insights for the four weeks ended January 26, 2025. Data in this research report include: CPG sales growth—e-commerce, in-store and in total E-commerce and total CPG sales growth by category type Food & beverages department breakdown by category: e-commerce and total sales growth Nonfood department breakdown by category: e-commerce and total sales growth Other relevant research: More reports in our US CPG Sales Tracker series Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Taking the Temperature on Tariffs Ahead of August 1: How Are Different Consumer Groups Reacting? US Consumer Survey Insights ExtraAgentic Commerce: The US’s Open Approach vs. China’s Vertical IntegrationChinese New Year 2026: Four Trends To Expect for the Year of the HorseWeekly US Store Openings and Closures Tracker 2026, Week 22: Foot Locker Closes Stores
