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:Keeping Green While Saving Green: Five Areas for Technology-Driven Sustainability in 2025Unlocking Success in Retail Merchandise Planning To Drive Sales and ProfitabilityA Guide to NRF 2026 Retail’s Big Show: The Next Now—Key Insights Shaping the Future of RetailThe New AI Unicorn—Reka AI Secures $110 Million from NVIDIA and Snowflake: What You Need to Know
Deep DiveNew Tariffs, New Challenges: How US Trade Policies Could Impact Prices and Profits Aditya Kaushik, Analyst February 10, 2025 Reasons to ReadOn 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: 2025 Tariffs: What Do US Consumers Think?—Proprietary Survey Insights Proposed US Tariffs and Their Impacts—Price Hikes Likely, Making Diverse Supply Chains a Must Retail 2025: US Macro, Consumer and Retail Outlook 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:US Grocery Retailing—Market Forecast and Competitive Landscape: Nontraditional Grocers To Gain Share Amid Weak Volume Demand and Tariff PressuresGlobal Outreach Summit 2025 Insights: India’s Digital Leap in Apparel Sourcing and SustainabilityAnalyst Corner: US Grocery Retail—Decoding the $1.6 Trillion Market, with Sujeet Naik2026 Sector Outlook: US CPG—Volume Growth, GLP-1 Influence and Digital Acceleration To Drive CPG Growth
Analyst CornerAnalyst Corner—DeepSeek Opens the Door for AI Democratization: The AI Opportunity, with Charlie Poon Charlie Poon, Analyst February 9, 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, 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: DeepSeek: The Chinese AI Startup That Has Overtaken ChatGPT on Apple’s App Store Retail 2025: 10 AI Trends—An Inflection Point in the GenAI Revolution All our coverage of AI in retail 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 three technologies that US retailers are implementing to futureproof their physical retail and customer engagement strategies. 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:Retail-Tech Landscape: Shoptalk US “Shark Reef” Startup Pitch, 2016–2025Weekly US and UK Store Openings and Closures Tracker 2025, Week 2: Barnes & Noble CEO Announces Store Expansion PlanSelf-Service Technology: Powering The Modern In-Store Experience and OperationsAldi vs. Lidl US Store Openings: Mapping Retail Real Estate Changes with the Store Intelligence Platform—Data Graphic
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2025, Week 6: Bargain Hunt and Liberated Brands To Close About 200 Stores Aaron Mark Dsouza, Data Analyst February 7, 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 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: 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:Consumer Sentiment Unpacked—Higher-Income, Younger Consumers Are Most Optimistic: US Consumer Survey Insights ExtraCES 2026: Retail Track Wrap-Up—Search, Experiences, Technology and Social MediaPersonal Financial Sentiment Hits Six-Month Low: Weekly US Consumer Sentiment, Week 48, 2025—Data GraphicSustained Stimulus Measures Give Rise to Consumer Optimism: China Consumer Survey Insights
InfographicThree Data Points We’re Watching This Week, Week 6: US Consumer and Retail Focus John Mercer, Head of Global Research and Managing Director of Data-Driven Research February 7, 2025 Reasons to ReadOur Three Data Points We’re Watching This Week series spotlights key data points from this week’s research. Spanning the impacts of US tariffs, our retail sales projections and Amazon’s dominance in e-commerce, discover key data points we are watching in week 6 of 2025, with a US consumer and retail focus. Dive into the full research reports behind these data points: 2025 Tariffs: What Do US Consumers Think?—Proprietary Survey Insights January 2025 US Retail Sales Outlook: Projecting Mid-Single-Digit Growth for the Start of 2025 Online Shopping in Focus—Amazon Dominates E-Commerce Competition: US Consumer Survey Insights Other relevant research: 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. 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 Other research you may be interested in:Five Ways AI Is Being Used in Apparel and Footwear Retailing—and What’s Next3Q25 Earnings Season Wrap-Up: 84% of Companies Grow Sales, 77% Beat Top-Line Consensus in a Solid Quarter for Discount, Off-Price and Specialty ApparelUS Consumer Sentiment Amid the Energy Shock: Premium Subscriber CallThe Grocery Technology Playbook: Eight Strategic Priorities To Stay Ahead in 2026
Deep DiveSeasonal Shopping, 1Q25—Expectations for Valentine’s Day and Presidents’ Day: US Consumer Survey Insights Extra Aditya Kaushik, Analyst February 6, 2025 Reasons to ReadThe 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: All our coverage of US holiday retail 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. 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:From Prohibition to Participation: Measuring the Impact of Cannabis and Psychedelic Mushroom Legalization on Consumer SpendingWeekly US Store Openings and Closures Tracker 2026, Week 14: Urban Outfitters Announces Expansion PlanConsumer Sentiment Stabilizes; Tariffs Pessimism Intensifies; Trading Down Persists: US Consumer Survey InsightsJCPenney Merges with SPARC Group to Form Catalyst Brands—What It Means for US Retail
Insight ReportEarnings Insights 4Q24, Week 1: Levi Strauss, P&G, Walgreens and Others Post Sales Growth, While Burberry and Kimberly-Clark Report Declines Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research February 6, 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 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: 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:Holiday 2025: Navigating Social Commerce—Top Strategies for Maximizing Engagement This Holiday SeasonThree Data Points We’re Watching This Week, Week 14: What US Consumers Think About TariffsInnovator Profile: Scrollmark—Automating Social Engagement and Conversions Through Community-Led WorkflowsUS Retail in the Rest of 2025: Normalized Demand and Leaner Inventories Ahead of a High-Stakes Holiday Season
Store TrackerUS Store Tracker Extra, January 2025: 50+ Million Square Feet of Retail Space Slated To Close This Year Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research February 5, 2025 Reasons to ReadAnnouncements 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: More research on 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:The Grocery Technology Playbook: Eight Strategic Priorities To Stay Ahead in 2026Positive Sentiment Trend Comes to an End; Kohl’s Leads in Department Store Shopping: US Consumer Survey InsightsThe Great Retail Reset: When Cost, Culture, and AI CollideHoliday 2025 Survey Insights: Shopping Continues To Accelerate as the Homestretch Approaches
Deep DiveOnline Shopping in Focus—Amazon Dominates E-Commerce Competition: US Consumer Survey Insights Aditya Kaushik, Analyst February 4, 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 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: US and China E-Commerce—Retail 2025 Sector Outlook: Online Sales To Maintain Strong Growth Momentum Amazon Haul: The E-Commerce Giant Takes On Its Cross-Border Competitors Market Navigator: US Retail and E-Commerce—Seizing Opportunities Amid a Changing Landscape More coverage of e-commerce The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. The Amazon Databank brings together a range of proprietary Coresight Research data on Amazon, with a focus on its US retail and marketplace operations. 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:Economic Optimism at Five-Month Low; Holiday Shopping Slows: US Consumer Survey InsightsPowering Next-Gen Retail Stores with Advanced Network Connectivity—Data GraphicInnovator Profile: Bayezon AI—Enabling Agentic Commerce with AI-Driven Shopping AgentsSector Focus: Off-Price Shopping—Data Graphic
Insight ReportJanuary 2025 US Retail Sales Outlook: Projecting Mid-Single-Digit Growth for the Start of 2025 Madhav Pitaliya, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research February 4, 2025 Reasons to ReadThe 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. 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 11: Dollar Tree and Ollie’s Bargain Outlet Take Total Store Openings Ahead of ClosuresUS Beauty Retailing: Market Forecast and Competitive Landscape—From Rebound to Reinvention in 2026Analyst Corner: US Seasonal Shopping in the Holiday Quarter, with Aditya Kaushik2026 Sector Outlook: US Drugstore Retailing—Strong Volume Growth amid Margin Pressure
Deep DiveThe Tech-Driven Future of US Retail: AI To Power Smarter Supply Chains, Seamless Operations and Personalized Experiences Anand Kumar, Associate Director of Research Sector Lead: John Harmon, CFA, Associate Director of Technology Research February 4, 2025 Reasons to ReadIn 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: Retail 2025: 10 Trends in Retail Technology Market Navigator: US Retail and E-Commerce—Seizing Opportunities Amid a Changing Landscape More coverage of AI in retail, the supply chain and retail management 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:Innovator Profile: Kalder—Monetizing Customer Loyalty with White-Label Cashback and RewardsHoliday 2025: The Last Mile—Tariff-Driven Early Buying To Ease Peak Season Shipping RushWeekly US and UK Store Openings and Closures Tracker 2025, Week 9: Joann To Close an Additional 300+ Stores, Shuttering All LocationsUS Retail Sales Outlook: Our Retail Growth Outlook Score Strengthens, Slightly
Event PresentationWhat Can Retailers Learn from Shein and Temu?: Insights Presented at RLC Global Forum 2025 Deborah Weinswig, CEO and Founder February 4, 2025 Reasons to ReadOn 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: The Coresight Research CORE Framework for AI in retail US and China E-Commerce—Retail 2025 Sector Outlook: Online Sales To Maintain Strong Growth Momentum More research on e-commerce, supply chain and GenAI in retail 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:Economic Sentiment Declines Significantly: Weekly US Consumer Sentiment, Week 43, 2025—Data GraphicWeekly UK Store Openings and Closures Tracker 2026, Week 3: Asda and Dunelm Open StoresThree Data Points We’re Watching This Week, Week 22: US Consumer Insights—Tariffs and InflationConsumer Sentiment Improves Entering the New Year: US Consumer Survey Insights
Insight Report2025 Tariffs: What Do US Consumers Think?—Proprietary Survey Insights Aditya Kaushik, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research February 3, 2025 Reasons to ReadOn 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: Retail 2025: US Macro, Consumer and Retail Outlook Proposed US Tariffs and Their Impacts—Price Hikes Likely, Making Diverse Supply Chains a Must 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. 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:Holiday 2025: Government Shutdown-Related Reduction in SNAP, Other Payments and Salaries Could Meaningfully Impact US Holiday SpendingInnovator Profile: Ethosphere—Turning Retail Sales-Floor Conversations Into Operational InsightsFive Ways AI Is Being Used in Luxury Retailing—and What’s NextFour Technologies Retailers Can Use to Enchant Consumers: Insights Presented at CES 2025
Insight ReportRetail 2025: US Macro, Consumer and Retail Outlook John Mercer, Head of Global Research and Managing Director of Data-Driven Research February 3, 2025 Reasons to ReadWe 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: Retail 2025: What Will Redefine US Retail?—Coresight Research Predictions Retail 2025 Sector Outlooks: Ebook Market Navigator: US Retail and E-Commerce—Seizing Opportunities Amid a Changing Landscape 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. 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 and UK Store Openings and Closures Tracker 2025, Week 3: Joann Files for Bankruptcy Again as US Closures Cross 2,000Innovator Profile: PlayAbly—Creating Engaging, Branded Experiences with AI-Powered Shoppable GamesNextGen 2025 Highlights: Coresight Research Premium Subscriber Call, July 2025Weekly UK Store Openings and Closures Tracker 2025, Week 27: Store Closures Up 8% Year Over Year
Analyst CornerAnalyst Corner: Three Technologies Driving the Future of US Retail, with Anand Kumar Anand Kumar, Associate Director of Research February 2, 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, 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: Retail 2025: 10 Trends in Retail Technology Retail 2025: 10 AI Trends—An Inflection Point in the GenAI Revolution Market Navigator: US Retail and E-Commerce—Seizing Opportunities Amid a Changing Landscape 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 explores the state of China’s economy. 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:The State of In-Store Retailing 2026: Blueprint To Scaling Store Intelligence Technologies for Retail ExcellenceEconomic Sentiment Declines Significantly: Weekly US Consumer Sentiment, Week 43, 2025—Data GraphicHigh Earners Drive Economic Sentiment Higher: Weekly US Consumer Sentiment, Week 35, 2025—InfographicFinancial Confidence Stabilizes: Weekly US Consumer Sentiment, Week 42, 2025—Data Graphic