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, we present our latest weekly findings on consumer sentiment, as well as data on shopping behavior at the end of the 2024 holiday season.

The latest data in this report are from our survey conducted on December 30, 2024, with headline findings on popular holiday categories and consumers’ economic expectations heading into 2025.

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

  • Holiday trends—shopping rates, popular retailers and top product categories
  • 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: Aldi, Amazon, Costco, Dollar General, Dollar Tree/Family Dollar, Walmart, Whole Foods Market

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Reasons to Read

On January 8, 2025, Deborah Weinswig, CEO and Founder of Coresight Research, emceed the Retail track at CES 2025, offering key insights and introductory remarks for each of the four conference sessions:

  • The All-Seeing Store—featuring speakers from Infillion, Intel, Perfect Corp and Retail Cities
  • Putting AI to Work at Retail—featuring speakers from Alibaba, Dentsu and Kargo
  • Shopping in the Immersive/Metaverse: Are We There Yet?—featuring speakers from Lowe’s Companies, Roblox, The Next Dimension, Virtual Brand Group and Snapchat
  • Shoppable Video—featuring speakers from Amazon, Diddo, The Home Depot and Pinterest

Which technologies will transform retail and the customer experience in the year ahead? Dive into Weinswig’s four-part presentation to discover the value proposition and applications of AI (artificial intelligence), computer vision, the metaverse and livestreaming. We touch on demand forecasting, personalization and much more!

The insights in this presentation draw on Coresight Research’s Retail 2025: 10 Trends in Retail Technology report, which is made available to non-subscribers through its sponsorship by Intel.

Companied mentioned in this presentation include: Board International, BJ’s Wholesale Club, Circle-K, Criteo, Invent.ai, Meta, Obsess, Ray-Ban, RELEX, Sam’s Club, Simbe Robotics, TikTok

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Reasons to Read

The Coresight Research team is attending CES 2025 (formerly the Consumer Electronics Show), hosted by the Consumer Technology Association (CTA) in Las Vegas, Nevada.

From agentic AI (artificial intelligence) to AI-enhanced supply chains, discover the major tech trends discussed by leaders in technology and other related areas on the first day of the conference proper (January 7).

Stay tuned for more coverage of CES 2025!

Companies mentioned in this report include: Anthropic, LG Electronics, Nvidia, Panasonic Holdings, Redwood Materials, Samsung

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Reasons to Read

We anticipate 2025 to be a year of evolution and maturity for retail media, supported by advances in AI (artificial intelligence), strategic partnerships and newer ad formats—including in physical stores.

In this research report, dive into 10 trends that will shape the global retail media market in 2025, spanning innovation and technology, market shifts, and data and measurement.

Understand the drivers behind these trends and their impacts on brand advertisers, retailers and AdTech companies. Gain actionable insights to redefine your retail media strategy and unlock key growth opportunities!

This report is part of the Coresight Research Retail 2025 series, which details the prospects for retail this year, exploring key trends by geography and sector. It is made available to non-subscribers of Coresight Research through its sponsorship by Criteo, a leading commerce media company.

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Reasons to Read

Our quarterly US Retail Inventory Insights series analyzes inventory trends in US retail.

In this report, dive into trends by sector and inventory turnover ratios among major US retailers in the third quarter of 2024 (3Q24).

The sectors covered in this report are beauty, department stores, discount, drugstores, electronics, food and grocery, home and home improvement, jewelry, luxury, mass merchandisers, specialty apparel and footwear, and warehouse clubs.

The companies featured in this series are among those listed in the Coresight 100.

Data in this report include:

  • Inventory turnover ratios by quarter for the latest quarter and the prior eight quarters
  • Year-over-year changes in inventory values of covered US retailers for the latest quarter and the prior quarter

Among the 40 companies discussed in this report are: Academy Sports and Outdoors, Bath & Body Works, Best Buy, Capri Holdings, Costco, Dollar Tree, Foot Locker, Gap Inc., Home Depot, Kohl’s, Kroger, Macy’s, Nordstrom, Tapestry, Target, TJX Companies, Ulta Beauty, Walmart

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Reasons to Read

The Coresight Research team is attending CES 2025 (formerly the Consumer Electronics Show), hosted by the Consumer Technology Association (CTA) in Las Vegas, Nevada.

From agentic AI (artificial intelligence) to sustainability, discover the major tech trends under discussion during the pre-conference days on January 5–6. Plus, which cool products at the CES Unveiled product showcase were most compelling? We offer our highlights from the event so far.

Stay tuned for more coverage as we bring you highlights from keynotes at the conference proper!

Companies mentioned in this report include: Abbott Laboratories, ColdSnap, Kirin, Nutrix, Olight, Serafim, WIRobotics

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Reasons to Read

Retailers and brands are currently in the enviable position of having several powerful technologies to choose from to make their businesses more productive and efficient, as well as to entrench themselves with their customers.  

In this research report, we present 10 key technologies that we expect to be influential in retail in 2025, spanning the physical store, e-commerce and operations.  

From retail media expansion to the power of GenAI (generative artificial intelligence) in the supply chain, understand what is significant today and what will be important in the year ahead. Gain actionable insights to redefine your retail strategy and unlock key growth opportunities! 

This report is part of the Coresight Research Retail 2025 series, which details the prospects for retail this year, exploring key trends by geography and sector. It is made available to non-subscribers of Coresight Research through its sponsorship by Intel, a technology leader. 

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, John Harmon, Managing Director of Technology Research, discusses the key technology themes that we will track at the upcoming CES 2025 and NRF 2025: Retail’s Big Show events, from AI (artificial intelligence) to associate enablement.

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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 offer a look at retailers’ plans for their store bases in 2025, covering announcements made in the past week, as well as throughout 2024.

This report presents data up to week 1 of 2025, ended January 3, 2025.

Data in this research report include:

  • Major US and UK store closures and openings—2024 and 2025
  • Major US retail bankruptcies—2024

Companies mentioned in this report include: 7-Eleven, Aldi, Big Lots, Party City, Target, Walgreens Boots Alliance

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Reasons to Read

Our annual report on the China retail market—part of our Retail 2025 series of outlook reports—details six predictions around trends that Coresight Research expects to transform retail in the country throughout 2025. From the impact of government stimulus packages and innovative brick-and-mortar experiences to the “pingti” trend and GenAI (generative artificial intelligence), discover the trends you need to stay on top of in the China retail market.

Data in this research report include:

  • China retail sales and year-over-year change, 2020–2025E
  • Total Consumer Price Index in China, 2023 and 2024
  • Estimated Singles’ Day gross merchandise volume (GMV) by platform type, 2021–2024
  • Proprietary survey data on why Chinese consumers elected not to make Singles’ Day purchases in 2024

Companies mentioned in this report include: Alibaba, Blackmores, Busy for You, Douyin, JD.com, Meituan, NIKE, Prada, SKP-S Beijing, Urban Revivo, Zara

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Reasons to Read

The Coresight Research team will attend NRF 2025: Retail’s Big Show in New York, New York, during January 12–14, 2025. NRF: Retail’s Big Show is an annual conference hosted by the National Retail Federation (NRF) that brings together retail technology innovators, industry experts, brands and retailers to participate in panel discussions, present on key topics in retail and showcase their retail solutions.

Read our comprehensive event guide to make sure you do not miss out on key sessions across major topics in retail, including GenAI (generative artificial intelligence), personalization, digital product passports and more.

Companies mentioned in this report include: Amazon, Google, IKEA, Mattel, Target, Tapestry, Tractor Supply Company, Walmart

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Reasons to Read

The Coresight Research Retail 2025 series of reports looks ahead to the prospects for retail in 2025, exploring key trends by geography (namely, the US, the UK, China and India) and sector. We will also explore top trends for technology and AI (artificial intelligence), and retail media.

This comprehensive ebook brings together our 10 Retail 2025 Sector Outlooks, presenting directional market insights and themes to watch across multiple retail sectors. We focus primarily on sectors in the US market—apparel and footwear; beauty; CPG (consumer packaged goods); department stores; drugstores; grocery; home and home improvement; and mass merchandisers, warehouse clubs and discount stores—but we also discuss e-commerce in China and the US, as well as the global luxury market.

From M&A (mergers and acquisitions) and retail media to the impacts of AI (artificial intelligence), this ebook provides critical insights to help you shape your strategies for success in 2025.

Data in this research report include:

  • Our projections for US retail sales growth overall in 2025
  • Total sales and year-over-year growth projections per sector
  • Headwinds and tailwinds per sector

Companies mentioned in this report include: Albertsons, Alibaba, Amazon, Bath & Body Works, Dollar General, Home Depot, Kohl’s, Kroger, Lowe’s, LVMH, Shein, Target, Temu, Ulta Beauty, Walmart

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Reasons to Read

Home-improvement retailer Lowe’s held its 2024 Analyst and Investor Conference on December 11, 2024. We present insights from the event, covering the company’s strategic priorities, productivity initiatives and near-term and long-term financial targets.

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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 store closures by Big Lots and Party City, as well as other recent store announcements from major retailers. Non-store-closure news includes management changes at Burberry and Stop & Shop, among others. We also offer a look at retailers’ plans for their store bases in 2025 in this week’s report.

This report presents data up to week 52 of 2024, ended December 27, 2024.

Data in this research report include:

  • Week-by-week comparisons of announced store closures and openings in the US and the UK—2024 vs. 2023
  • Major US and UK store closures and openings—2024, 2025 and 2023
  • Major US retail bankruptcies—2023 and 2024

Companies mentioned in this research report include: Big Lots, Furniture Village, Holland & Barrett, IT’SUGAR, NIKE, Party City

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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 holiday shopping specifically. Which retailers are popular, and what are holiday shoppers buying?

The latest data in this report are from our survey conducted on December 16, 2024, with headline findings on holiday shopping rates and the dominance of Amazon this season.

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

  • Whether consumers have started their holiday shopping yet, and whether they have made any holiday purchases in the past seven days
  • Popular retailers and product categories among holiday shoppers
  • Consumers’ expectations for the economy overall and for their own personal financial situation—plus, breakdowns of our findings by income
  • Where consumers have bought food and nonfood products from in the last two weeks
  • What consumers have bought in-store and online in the last two weeks
  • Activities that consumers have done in the past two weeks

Companies mentioned in this research report include: Amazon, Dollar Tree/Family Dollar, Walmart

Other relevant research:

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