Analyst CornerAnalyst Corner—Trimming Waistlines and Spending: Exploring New Data on GLP-1’s Impact on Consumer Purchases, with John Mercer John Mercer, Head of Global Research and Managing Director of Retail Research January 19, 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 and Managing Director of Data-Driven Research, discusses new data on the impacts of GLP-1 weight-loss medications on consumers’ grocery spending. Other relevant research: Decoding the GLP-1 Trend: How Is the Ozempic Economy Impacting CPG Retail? The Rise of GLP-1 Drugs: Unveiling New Horizons in the US Healthcare Space Data Dive: The Global Obesity Economy—Shaped by the Spending of 1 Billion Consumers Retail 2025: UK Retail Predictions Retail 2025: What Will Redefine US Retail?—Coresight Research Predictions More research reports covering the healthcare sector Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles. Read previous Analyst Corner reports, including last week’s report, which presents three predictions for India’s retail market in 2025. This document was generated for
InfographicThe CORE Framework for Artificial Intelligence in Retail Coresight Research Sector Lead: John Harmon, CFA, Associate Director of Technology Research January 17, 2025 Reasons to ReadWe relaunch our longstanding CORE Framework for AI (artificial intelligence) in retail, which we updated in November 2024 to reflect the expanding role of the technology in modern retail operations. The updated framework gives retailers and brands a head start in strategizing around AI deployment. We view AI as a fundamental technology that can improve all of a retailer’s activities, and we envision its application across all 10 retail-technology trends we have identified for 2025. Other relevant research: Retail 2025: 10 AI Trends— An Inflection Point in the GenAI Revolution All Coresight Research coverage of AI and generative AI in retail Research reports covering sustainability 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 3: Retailer Focus John Mercer, Head of Global Research and Managing Director of Retail Research January 17, 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 3 of 2025. This week, we focus on revenues and shopper penetration for three retailers this week: Aldi, Catalyst Brands and Walmart. Dive into the full research reports behind these data points: Head-to-Head in Global Discount Grocery Retailing: Aldi vs. Lidl JCPenney Merges with SPARC Group to Form Catalyst Brands—What It Means for US Retail Mass Merchandiser and Warehouse Club Shopping in Focus—Walmart Leads; High Purchase Rates for Daily Essentials: US Consumer Survey Insights Other relevant research: The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles. More research covering the mass merchandiser, discount store and warehouse club retail sector All graphics in the Three Data Points series This document was generated for
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2025, Week 3: Joann Files for Bankruptcy Again as US Closures Cross 2,000 Aaron Mark Dsouza, Data Analyst January 17, 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 opening plans by 7-Eleven and the recent bankruptcy declaration from Joann, as well as detail other recent store announcements from major retailers. Non-store-closure news includes the appointment of a new CEO at Shoes for Crews, as well as a new Chief Operating Officer at The Entertainer. This report presents data up to week 3 of 2025, ended January 17, 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: 7-Eleven, Daiso, Joann, Kohl’s, Macy’s, Morrisons 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
Deep DiveHead-to-Head in Global Discount Grocery Retailing: Aldi vs. Lidl Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research January 16, 2025 Reasons to ReadAldi and Lidl are two prominent German discount grocery chains that have gained significant popularity worldwide. As part of our Head-to-Head series, we provide insights into the two companies’ business and growth strategies, brand usage and e-commerce initiatives. Data in this research report include: Annual sales and year-over-year growth for both Aldi Group and Lidl, 2019–2023 Average per-store stock-keeping unit count and store size for Aldi and Lidl Survey data on the top 10 grocers that consumers buy food and products from for everyday use for selected countries Global store counts for both companies, by country Companies mentioned in this report include: Aldi Nord, Aldi Süd, Amazon, Asda, Lidl, Ocado, Publix, Walmart Other relevant research: US Grocery—Retail 2025 Sector Outlook: Volume Growth Headwinds To Continue Market Navigator: US Grocery Retailing—Igniting Unit Growth in a Low-Inflation Environment US Mass Merchandisers, Warehouse Clubs and Discount Stores—Retail 2025 Sector Outlook: Essentials To Fuel Revenue Growth 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
Insight ReportUS CPG Sales Tracker: Sharp Beauty Rise Drives CPG Growth in December 2024 Prerana P Kotian, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research January 16, 2025 Reasons to ReadThe Coresight Research and Circana monthly US CPG Sales Tracker provides our data-driven insights into online 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 December 29, 2024. 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 breakdowns 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
Deep DiveLeveraging Digital Services, AI and Quick Commerce for Competitive Advantage: Global Learnings for US Retail and E-Commerce Anand Kumar, Associate Director of Research January 15, 2025 Reasons to ReadThe global retail industry is experiencing a profound transformation, one driven by rapid technological advancements and shifting consumer expectations. Building on our Market Navigator report on US retail and e-commerce, we explore the innovative strategies adopted by leading retailers and e-commerce platforms from China, Europe, India and the UK, as well as what US retailers can learn from these strategies. Data in this research report include: US retail market (excluding gasoline and automobiles) and year-over-year growth, 2019–2028E Total gross merchandise value of the Indian quick-commerce market and year-over-year growth, 2020–2025E Companies mentioned in this report include: Alibaba, Amazon, JD.com, Next, Reliance Retail, Shein, Temu, Tesco, Walmart, Zalando Other relevant research: Market Navigator: US Retail and E-Commerce—Seizing Opportunities Amid a Changing Landscape Retail 2025: What Will Redefine US Retail?—Coresight Research Predictions US and China E-Commerce—Retail 2025 Sector Outlook: Online Sales To Maintain Strong Growth Momentum 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. Access the Coresight Research Retail Industry Databanks for comprehensive, global data on store developments, consumer behavior, financial guidance updates, market sizes and more! 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 CoverageNRF 2025: Retail’s Big Show: Day Three—AI Takes Center Stage on the Final Day of NRF Anna Beller, Vice President of AdvisoryJohn Harmon, CFA, Managing Director of Technology ResearchMax Kahn, President January 15, 2025 Reasons to ReadCoresight Research attended NRF 2025: Retail’s Big Show in New York, New York, hosted by the National Retail Federation (NRF). In this report, we present highlights from the third and final day of the event, covering AI predictions shared by Deborah Weinswig, CEO and Founder of Coresight Research, as well as Lululemon Athletica’s strategy for 2025 and the future of retail media. Look out for our upcoming NRF 2025 wrap-up report to dive into our insights from the full event. We will help you digest what you’ve learned and catch up on what you may have missed! Companies mentioned in this report include: invent.ai, Lululemon Athletica, Mattress Firm, Nordstrom, Tailored Brands, Target Other relevant research: All our coverage of NRF 2025 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
Deep DiveMass Merchandiser and Warehouse Club Shopping in Focus—Walmart Leads; High Purchase Rates for Daily Essentials: US Consumer Survey Insights Aditya Kaushik, Analyst January 14, 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 the mass merchandisers and warehouse clubs sector specifically. Discover which retailers are most popular in the sector, and explore what sector shoppers are purchasing. The latest data in this report are from our survey conducted on January 6, 2025. Data in this research report are our latest proprietary survey findings on: Which mass merchandisers and warehouse clubs are most popular Popular product categories among sector 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: Costco, Sam’s Club, Target, Walmart Other relevant research: US Mass Merchandisers, Warehouse Clubs and Discount Stores—Retail 2025 Sector Outlook: Essentials To Fuel Revenue Growth 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
Insight ReportJCPenney Merges with SPARC Group to Form Catalyst Brands—What It Means for US Retail Anand Kumar, Associate Director of Research January 14, 2025 Reasons to ReadOn January 9, 2025, department store JCPenney merged with SPARC Group—operator of brands including Lucky, Aéropostale, Eddie Bauer and Brooks Brothers—to create Catalyst Brands. The merger underscores key changes in the retail sector, revealing broader trends and strategies that may have far-reaching impacts on the entire retail landscape. In this report, we explore the potential impacts of this partnership on the US retail sector and dive into some of the key emerging trends. Companies mentioned in this report include: Authentic Brands Group, Brookfield Corp, Dillard’s, Forever 21, Gap Inc., JCPenney, Nordstrom, Reebok, Shein, Simon Property Group Other relevant research: US Department Stores—Retail 2025 Sector Outlook: Softness To Continue, Despite Beauty Outperformance More reports on capital markets 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
Market Navigators/Market OutlookRetail 2025: 10 AI Trends—An Inflection Point in the GenAI Revolution Charlie Poon, AnalystJohn Harmon, CFA, Managing Director of Technology Research Sector Lead: Steven Winnick, Vice President—Innovator Services January 14, 2025 Reasons to ReadWe expect 2025 to be a pivotal year for the development of AI (artificial intelligence), with many GenAI (generative AI) projects seeing deployment. In this research report, we present 10 critical AI trends, spanning retail media, agentic AI and more. Our recommendations help you understand how to harness the power of AI to drive real business results, aligning with the Coresight Research CORE Framework for AI in retail. This framework aims to guide retailers in winning new business, running their operations more efficiently, reinventing their supply chains and creating stronger customer relationships—with sustainability at the core. Stay at the forefront of AI innovation in the rapidly evolving retail landscape. Dive into our AI-focused research to 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 invent.ai, a global provider of retail inventory optimization solutions. Other relevant research: Retail 2025: 10 Trends in Retail Technology All Coresight Research Retail 2025 reports More Coresight Research coverage of retail media, GenAI and the supply chain Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. Non-subscribers can access the report by completing the form on this page. The report will arrive in your inbox upon completion of the form. 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 CoverageNRF 2025: Retail’s Big Show: Day Two—Diving into Loyalty and Sustainability with Sephora, Target, Walmart and Others Anna Beller, Vice President of AdvisoryJohn Harmon, CFA, Managing Director of Technology ResearchMax Kahn, President January 14, 2025 Reasons to ReadCoresight Research is attending NRF 2025: Retail’s Big Show in New York, New York, hosted by the National Retail Federation (NRF). In this report, we present highlights from the second day of the event, covering loyalty programs, sustainability efforts and the future of beauty retailer Sephora. Companies mentioned in this report include: ABC Fine Wine & Spirits, Hibbett, IKEA, Oracle, Sephora, Target, The Vitamin Shoppe, Walmart Other relevant research: All our coverage of NRF 2025 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 CoverageNRF 2025: Retail’s Big Show: Day One—Agentic AI in Focus for Nvidia; Retail Revolution for Amazon and Macy’s Anna Beller, Vice President of AdvisoryJohn Harmon, CFA, Managing Director of Technology Research January 13, 2025 Reasons to ReadCoresight Research is attending NRF 2025: Retail’s Big Show in New York City, hosted by the National Retail Federation (NRF). In this report, we present highlights from the first day of the event, covering digital twins, agentic AI (artificial intelligence), the reinvention of the department store by Macy’s, and Amazon’s approach to innovation. Stay tuned for more coverage of NRF 2025! Companies mentioned in this report include: Amazon, Lowe’s, Macy’s Inc., Nvidia, Walmart Other relevant research: A Guide to NRF 2025: Retail’s Big Show—Six Game Changers Set to Reshape Retail More insights on generative AI 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
Analyst CornerAnalyst Corner: Three Key Predictions for India Retail in 2025, with Sujeet Naik Sujeet Naik, Analyst January 12, 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, Sujeet Naik, Analyst, presents three predictions for the India retail market, drawing on insights from our flagship annual report. From quick commerce to generative AI (artificial intelligence), discover key trends for the India market 2025. Other relevant research: Retail 2025: India Retail Predictions All of our Retail 2025 reports More coverage of India retail Read previous Analyst Corner reports, including last week’s report, which discusses tech themes at CES 2025 and NRF 2025: Retail’s Big Show. 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
Coresight Research and NextRivet Announce Strategic Partnership: CoreRivet Coresight Research January 10, 2025 This document was generated for
