Deep DiveKeeping Green While Saving Green: Five Areas for Technology-Driven Sustainability in 2025 John Harmon, CFA, Managing Director of Technology Research April 22, 2025 Reasons to ReadAmid current, challenging economic times, interest in sustainability is regrettably likely to take a secondary importance for many companies. However, Coresight Research believes that sustainability is not antithetical to profitability. As retailers and brands reflect on the environmental impacts of their business this Earth Day (April 22, 2025), we explore five key areas where emerging technology can help to enhance sustainability while simultaneously improving revenues or reducing costs—in effect, doing good while doing well. Data in this research report include: Proprietary survey data on reasons for online apparel returns and what share of consumers planned to participate in the secondhand market while shopping for the 2024 holiday season The estimated value of all food wasted across the supply chain in 2024 The estimated size of the US fashion resale market, 2025 and 2028 Companies mentioned in this report include: Apple, Amazon, Avery Dennison, Digital Wave Technologies, Invent.ai, Kroger, Macy’s, Inc., Meta Platforms, RELEX, SAP, Shein, Target, ThredUp, Walmart Other relevant research: Sustainability in Focus—Middle-Income Millennials Choose Eco-Friendly Retailers: US Consumer Survey Insights Extra CES 2025 Wrap-Up: Top 10 Takeaways—AI, Retail Tech, Sustainability, and Health and Wellness Come into Focus Retail 2025: 10 AI Trends—An Inflection Point in the GenAI Revolution Introducing the FRESH Framework: Winning in Grocery with AI While Reducing Food Waste All our coverage of sustainability in 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
Analyst CornerAnalyst Corner: Is Shein’s Fashion Model a Template for Environmental Sustainability? with John Mercer John Mercer, Head of Global Research and Managing Director of Retail Research April 20, 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 Mercer, Head of Global Research, discusses Shein’s business model, highlighting insights from the company that were presented at the Retail Technology Show 2025. Understand the company’s approach to aligning supply and demand in the fashion industry, and its implications for sustainability. 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: More of our insights from the Retail Technology Show 2025 Event presentation: What Can Retailers Learn from Shein and Temu? More coverage of sustainability in retail Visit the Coresight Research Fashion and Luxury Hub to explore sector data, reports and company profiles. Read previous Analyst Corner reports, including last week’s report, which offers technology-focused highlights from Shoptalk Spring 2025. This document was generated for
Store TrackerWeekly UK Store Openings and Closures Tracker 2025, Week 16: B&M and Tesco Provide Store-Opening Plans Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research April 18, 2025 Reasons to ReadOur Weekly UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the UK. This week, we highlight store-opening plans from B&M and Tesco, as well as Asda’s appointment of a new Chief People Officer. This report presents data up to week 16 of 2025, ended April 18, 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: B&M, The Range, River Island, Søstrene Grene, Tesco, Winfields Outdoors 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
Store TrackerWeekly US Store Openings and Closures Tracker 2025, Week 16: 7-Eleven To Close 300+ Stores; Plus Updates on Drugstore Closures Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research April 18, 2025 Reasons to ReadOur Weekly US Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the US. This week, we highlight the recent major store-closure plan announced by 7-Eleven, resulting in more than 300 closures. Non-store-closure news includes CVS Health appointing a new Executive Vice President and Chief Financial Officer. This report presents data up to week 16 of 2025, ended April 18, 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: 7-Eleven, Groupe Dynamite, IKEA, Rite Aid, Victoria’s Secret, Walgreens Boots Alliance 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
InfographicThree Data Points We’re Watching This Week, Week 16: US Easter Expectations John Mercer, Head of Global Research and Managing Director of Retail Research April 18, 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 16 of 2025. This week, we present proprietary survey findings on US consumers’ expectations for Easter activities and spending. Dive into the full research report behind these data points: Seasonal Shopping, 2Q25—Expectations for Easter, Memorial Day, Mother’s Day, Father’s Day; Plus, Holiday 2025 Plans: US Consumer Survey Insights Extra Other relevant research: All our coverage of US holiday retail and festivals/holidays Read the full series of US Consumer Survey Insights and US Consumer Survey Insights Extra reports. The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. All graphics in the Three Data Points series This document was generated for
Insight ReportInside India’s Flourishing Men’s Skincare Market—Masstige Growth, Celebrity Influence and Tech Innovation Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research April 17, 2025 Reasons to ReadThe beauty and personal care sector has long been on a resilient trajectory, both in India and in the US. Amid this resiliency, a noticeable shift has emerged: men are increasingly becoming active participants in the beauty space. What was once considered a predominantly female-oriented sector is now witnessing rising engagement from men worldwide, particularly in the skincare category. Explore the evolving men’s skincare market in India and examine the underlying factors fueling the category’s growth. We also cover how emerging brands are leveraging emerging technologies, science-backed formulations and personalized solutions to redefine skincare products, as well as how both e-commerce and quick-commerce companies are making these products more accessible than ever Data in this research report include: The size of the men’s skincare category in India and year-over-year changes, 2020–2029E Share of beauty and personal care sales in India by channel, 2023 and 2028E Companies mentioned in this report include: Amazon, Beardo, Blinkit, Colgate-Palmolive, Flipkart, Gillette, Hindustan Unilever, L’Oréal, Marico, Minimalist, Myntra, Nykaa, Reckitt Benckiser, Walmart Other relevant research: Retail 2025: India Retail Predictions US Beauty—Retail 2025 Sector Outlook: Product Innovation and Unified Commerce To Drive Growth Analyst Corner—Speed Shopping: The Quick-Commerce Surge in India, with Manik Bhatia All our coverage of beauty 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
Market Navigators/Market OutlookMarket Outlook: US Foodservice—Growth To Improve Amid Value-Focused Initiatives Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research April 16, 2025 Reasons to ReadThe US foodservice sector is undergoing a transformation as a result of value-driven consumer expectations, mergers and acquisitions (M&A) activity, and emerging technologies, among other factors. In this Market Outlook, we explore the size and trajectory of the US foodservice sector (also known as the food-away-from-home 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 foodservice sales in the US and year-over-year growth rates, 2020–2029E Online meal delivery sales in the US and year-over-year growth rates, 2020–2029E Proprietary survey data on consumers’ observations of restaurant menu price changes and their response to those changes Major US Restaurant chains’ revenues and operating margins, 2020–2024 Food-away-from-home and food-at-home inflation in the US, January 2023–February 2025 Companies mentioned in this report include: Bain Capital, Burger King, CAVA, Chik-Fil-A, Chili’s, Chipotle, Darden Restaurants, Domino’s, McDonald’s, Starbucks, Subway, Wendy’s, Yum! Brands 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. All our Market Outlooks and Market Navigators 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
Insight ReportUS Tariffs: Divergence Between Consumer and Business Sentiment and What It Means for Retail Anand Kumar, Associate Director of Research April 16, 2025 Reasons to ReadAs global trade tensions escalate and tariff policies evolve, we analyze how US consumer expectations compare to business confidence. Dive into the latest data, including proprietary survey findings, to unpack a divergence in key sentiment metrics and understand what this mean for retail. We point to a crucial window for strategic adaptation. Discover what smart companies should do now to navigate the uncertain retail landscape. Other relevant research: Tariffs + Consumer Sentiment: A Timeline, 2025 Webinar replay—Adapting to Tariff Pressures: Strategies for Retail Success All our coverage of tariffs The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. Our Weekly US Consumer Sentiment infographic series complements our survey reports with selected findings on consumers’ financial and economic expectations each week. 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
Insight ReportMarch 2025 US Retail Sales: Retail Sales Rebound Amid Tariff Concerns Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research April 16, 2025 Reasons to ReadIn March 2025, US retail sales (excluding gasoline and automobile sales) rebounded from February’s decline, despite concerns around tariffs. Using 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), March 2024–March 2025 Year-over-year changes in retail sales by sector, February and March 2025 Other relevant research: US Tariffs: Three Actions for Risk Mitigation and Long-Term Positioning 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
Deep DiveConsumer Sentiment—The Big Surprise in a Week of Shocks; Plus, Apparel Shopping in Focus: US Consumer Survey Insights Aditya Kaushik, Analyst April 16, 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. The latest data in this report are from our survey conducted on April 7, 2025, with headline findings on consumers’ financial and economic expectations following the announcement of reciprocal tariffs by the US government on April 2, 2025. In addition to our usual weekly findings on consumer sentiment, activities and shopping patterns, we dive into data on clothing, apparel accessories and footwear shopping specifically. Uncover popular retailers, brands and product categories. Data in this research report are our latest proprietary survey findings on: Consumers’ expectations for the economy overall and for their own personal financial situation—plus, breakdowns of our findings by income Popular retailers and product categories among apparel and footwear 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 Companies mentioned in this research report include: Amazon, Foot Locker, Jordan, NIKE, Target, Temu, The North Face, Walmart Other relevant research: Weekly US Consumer Sentiment, Flash Preview: The Big Surprise in a Week of Shocks—Infographic All our coverage of tariffs US Apparel and Footwear—Retail 2025 Sector Outlook: Low-Single-Digit Growth Expected, with E-Commerce Capturing Share Market Navigator: US Apparel and Footwear Retailing—Discounters Poised for Growth Amid Challenging Backdrop Visit the Coresight Research Fashion and Luxury Hub to explore sector data, reports and company profiles. 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
Deep DiveFinancial Sentiment Falls to 14-Month Low Ahead of Reciprocal Tariffs, But Policy Measures Aim to Stabilize Economy: China Consumer Survey Insights Madhav Pitaliya, Analyst April 15, 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 March 31, 2025. We highlight continued declines in consumer expectations for their personal finances and the economy, ahead 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: Breathing Space for US Retailers and Brands: US Tariffs Paused for 90 Days But Hiked Further for China All our coverage of tariffs 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
Event CoverageRetail Technology Show 2025: Hearing About Sustainability, Smart Fashion, QR Codes, Unified Commerce and More John Mercer, Head of Global Research and Managing Director of Retail Research April 15, 2025 Reasons to ReadWe offer highlights from the Retail Technology Show 2025, with insights on environmental sustainability, the deployment of AI (artificial intelligence), unified commerce and much more. Is Shein really a fast-fashion company? What is the future of packaging barcodes? How is data centralization and unified commerce driving gains in retail? Read this report to find out! Companies mentioned in this report include: Belstaff, GS1, John Lewis Partnership, Kingfisher, Shein, Stuart Trevor, Tesco Other relevant research: All our insights on AI in retail More event coverage from Coresight Research 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
Event CoverageWalmart Investment Community Meeting 2025: From Low-Margin Retailer to Diversified, Digital Profit Engine, But Tariffs Create Uncertainty Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research April 14, 2025 Reasons to ReadWalmart hosted its Investment Community Meeting 2025 on April 9, 2025. We present highlights on the performance of the retailer’s US, International and Sam’s Club businesses, and how the company is responding to tariffs. Walmart is fast-tracking its evolution from a low-margin retailer to a higher-margin digital profit engine, with: E-commerce, advertising, data and fintech expected to fuel two-thirds of future profit growth Sam’s Club doubling down on physical expansion and a bold digital push AI tools like “Sparky” and “Wally” reshaping how Walmart merchandises and serves customers But there’s a twist: Tariffs just became a wildcard. Dive into our insights to understand Walmart’s strategic positioning, long-term vision, and response to tariffs. Other relevant research: Retailer Dashboard: Walmart All our coverage of tariffs Our latest retail inventory and earnings insights featuring Walmart Mass Merchandiser and Warehouse Club Shopping in Focus—Walmart Leads; High Purchase Rates for Daily Essentials: US Consumer Survey Insights US Mass Merchandisers, Warehouse Clubs and Discount Stores—Retail 2025 Sector Outlook: Essentials To Fuel Revenue Growth More report on mass merchandisers, discount stores and warehouse clubs 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
Insight ReportMusic Festivals: A Key Opportunity for Retail Brand Engagement Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research April 14, 2025 Reasons to ReadMusic festivals in the US have evolved into significant cultural and commercial events. What opportunities do they present for brands and retailers, and what strategies can brands employ to engage with festivalgoers and drive spending? In this report, we analyze festivalgoers’ 2025 plans and discuss examples of brand activations at musical festivals to highlight four key ways that retail companies can create immersive experiences that resonate with festival audiences. Data in this research report include: Foot traffic at the Lollapalooza music festival, 2019–2024 Proprietary US consumer survey findings—number of music festivals that festivalgoers plan to attend this year, brand engagement plans, expected spending at and after music festivals, likelihood of recommending a brand due to festival participation Companies mentioned in this report include: American Apparel, Coca-Cola, Heineken, Poosh, Red Bull, Tide (Procter & Gamble), Ulta Beauty Other relevant research: More reports on festivals/holidays and retail management 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
Analyst CornerAnalyst Corner: All Things Tech at Shoptalk Spring 2025 with John Harmon John Harmon, CFA, Managing Director of Technology Research April 13, 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 technology-focused highlights from the recent Shoptalk Spring 2025 conference, covering AI (artificial intelligence), GenAI (generative AI) and retail media. 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: Google, Meta, Postscript Other relevant research: Coresight Research is a research partner of Shoptalk Spring 2025. Read all our coverage of the event here. More reports on AI in retail 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. Read previous Analyst Corner reports, including last week’s report, which discusses the building blocks of agentic AI. This document was generated for
