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 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:

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Reasons to Read

On February 1, 2025, the US government implemented a 25% tariff on imports from Canada and Mexico, as well as a 10% tariff on all goods from China. However, just days later, the tariffs on Canada and Mexico were paused for a month after the leaders of these countries announced moves to ramp up security at their borders. On the other hand, China has responded with 15% tariffs on coal, gas and other imports from the US; restrictions on some mineral exports to the US; and an antitrust investigation into Google.

What are the implications of the new tariffs implemented by the US, and what measures can retail companies take to lessen their impact? Coresight Research dives into the latest on the tariffs and their impact.

Data in this research report include:

  • Proprietary survey data on US consumers’ expectations for their household financial situation and the overall economy over the next 12 months
  • Top 10 most pressing concerns among CFOs, both pre- and post-election

Companies mentioned in this research report include: Amazon, Burlington Stores, Colgate-Palmolive Company, Costco, Dick’s Sporting Goods, The Home Depot, Levi Strauss, Ralph Lauren, Shein, Temu, Ulta Beauty, VF Corporation, Walmart

Other relevant research:

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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, Charlie Poon, Analyst, discusses the emergence of Chinese AI (artificial intelligence) startup DeepSeek. From stock price declines to low-cost training, discover the ways in which DeepSeek is impacting the AI landscape.

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:

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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 bankruptcy-led closures by Bargain Hunt and Liberated Brands, as well as developments from other major retailers. Non-store-closure news includes the appointment of a new Operating Division President at Raley’s.

This report presents data up to week 6 of 2025, ended February 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: Bargain Hunt, Crew Clothing, H&M, Liberated Brands, Pop Mart, Tractor Supply Company

Other relevant research:

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Reasons to Read

The Coresight Research monthly US Consumer Survey Insights series offers a more detailed or specific take on trends and data from our weekly surveys of US consumers. This month, we continue our quarterly Seasonal Shopping series.

We assess consumers’ spending expectations for calendar events in the first quarter of 2025 (1Q25): Valentine’s Day and Presidents’ Day. Plus, we preview the end-of-year holiday season with an early outlook on shoppers’ spending plans and preferences.

The appendix of this report provides results on consumers’ shopping behaviors from our weekly survey questions aggregated in four-week increments over the past few months.

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

  • Whether US consumers expect to spend on Valentine’s Day and Presidents’ Day in 1Q25, and how much they expect to spend compared to last year and in dollar terms
  • Where Valentines’ Day shoppers expect to spend
  • What product categories consumers expect to buy for Presidents’ Day
  • Consumers’ spending expectations for the 2025 holiday season

Companies mentioned in this research report include: Amazon, Publix, Target, Walmart

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, there are highlights from companies that reported in the week ended January 31, 2025, across seven sectors: apparel and footwear, consumer packaged goods, drugstores, food and grocery, home and home improvement, luxury 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: Albertsons, Aritzia, Burberry, Deckers Outdoors, Fast Retailing, H&M, JD Sports, Kimberly-Clark, LVMH, Next, Ocado, Procter & Gamble, Richemont, Tesco, Tractor Supply Company, VF Corporation, Walgreens Boots Alliance

Other relevant research:

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Reasons to Read

Announcements by Big Lots, Macy’s and Party City at the start of the year have pushed planned total closed retail space for 2025 to over 50 million square feet, 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 January 31, 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, as a proportion of store portfolios and square-footage impacts
  • US announced store closures and openings: week-by-week data for 2025 versus the comparable period in 2024
  • US retail bankruptcies, 2025 and 2024

Companies mentioned in this report include: Aldi, Big Lots, Macy’s, Party City, Walgreens Boots Alliance, Walmart

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 dive into findings on e-commerce specifically. Where are online shoppers making purchases, and what categories are they buying?

The latest data in this report are from our survey conducted on January 27, 2025, with headline findings on the dominance of Amazon in the e-commerce sector and trending product categories.

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

  • Whether consumers have purchased products online in the past three months
  • Popular retailers and product categories among online 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, eBay, Temu, Walmart

Other relevant research:

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Reasons to Read

The monthly Coresight Research US Retail Sales Outlook series tracks several major macroeconomic indicators and their likely effect on US retail sales. In this report, we analyze the latest available data as of January 22, 2025.

Alongside this report, you can access the data behind key charts and tables in the Excel download above.

Data in this research report include:

  • Our projections for retail sales growth by month for the next 12 months
  • US actual retail sales versus model-predicted sales
  • US unemployment rate and labor force participation rate
  • US average hourly wages for all private-sector employees
  • US annualized real disposable income per capita

Other relevant research:

  • Coresight Research’s monthly reports keep you up to date on retail sales (in total and by sector) and key consumer indicators in the US.
  • 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.
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Reasons to Read

In an era of rapid digital transformation, the US retail industry is harnessing the power of technology to drive efficiency and elevate the customer experience. Artificial intelligence (AI), machine learning (ML), the Internet of Things (IoT), radio-frequency identification (RFID) and Web3 technologies have become essential tools shaping the retail landscape of 2025 and beyond.

In this report, we explore key technologies that will redefine US retail across three areas: the supply chain, operations, and the customer experience.

  • Futureproof your supply chain: Discover how AI-powered demand forecasting, RFID tracking, and Web3-based traceability solutions are revolutionizing retail supply chains.
  • Enhance operational efficiency: Learn about the latest advancements in loss-prevention technology, automation and AI-driven pricing optimization that are improving productivity and profitability.
  • Transform customer engagement: See how generative AI (GenAI) chatbots, in-store retail media and associate-enablement tools are creating seamless shopping experiences that boost customer satisfaction and loyalty.

Plus, assess competitive positioning by understanding which major retailers are leading the charge in technology adoption and which technology vendors are driving innovation in key areas.

Navigate the complex but promising future of tech-driven retail with our insights.

Data in this research report include:

  • US total retail sales and year-over-year growth, 2020–2029E
  • Proprietary US survey insights—consumers’ feelings about electronic shelf labels (ESLs), perceptions of whether in-store technology is driving improvements at checkout, satisfaction with automated customer-service interactions

Companies mentioned in this report include: Afresh Technologies, Ahold Delhaize, Albertsons, Amazon, Hy-Vee, RELEX, Salesforce, Walmart, Zebra Technologies

Other relevant research:

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Reasons to Read

On February 4, 2025, Deborah Weinswig, CEO and Founder of Coresight Research, presented at the RLC Global Forum: 2025 Annual Meeting in Riyadh, Saudi Arabia.

In an era where consumer expectations are evolving at lightning speed, Shein and Temu have emerged as global disruptors, rewriting the rules of retail. These Chinese fast-fashion and e-commerce giants have not only captured the attention of millions of shoppers but have also redefined how brands can leverage technology, data and agile supply chains to stay ahead.

In this presentation, explore the strategies behind Shein and Temu’s meteoric rise and what they reveal about the future of retail. What lessons can retailers learn from Shein and Temu? Explore how these platforms are disrupting retail, redefining consumer engagement and supply chain innovation. Dive into growth metrics, AI (artificial intelligence) opportunities and more with our insights.

Weinswig presents at the RLC Global Forum
Source: RLC Global Forum

 

Other relevant research:

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Reasons to Read

On February 1, 2025, the US government implemented a 25% tariff on imports from Canada and Mexico, as well as a 10% tariff on all goods from China, as promised during his presidential campaign. Now that the tariffs have been implemented, we explore proprietary Coresight Research survey data on what US consumers believe the impact of these tariffs will be.

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 selected respondents will change their shopping behaviors to avoid the effects of tariffs

Companies mentioned in this report include: Best Buy, Shein, Temu, TJX Companies, Walmart

Other relevant research:

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Reasons to Read

We consider the US macroeconomic outlook for 2025, including metrics that directly impact the consumer economy and retail for the new year and in the context of a new administration entering the White House.

Dive into our insights on inflation, interest rates, the housing market and more, and understand key retail and consumer economy tailwinds and headwinds.

Data in this research report include:

  • US macroeconomic metrics, 2025 vs. 2024—including GDP growth, CPI, interest rates, home sales and unemployment rate

Companies mentioned in this report include: Best Buy, Home Depot, Lowe’s, Shein, Temu, TikTok

Other relevant research:

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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, Anand Kumar, Managing Director of Retail Research, discusses three technologies that US retailers are implementing to futureproof their physical retail and customer engagement strategies: pricing optimization technology, associate enablement tools and agentic AI (artificial intelligence).

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:

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