Deep DiveThe Latest on Consumer Sentiment: US Consumer Survey Insights Madhav Pitaliya, Analyst May 22, 2024 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. In this report, our latest findings are from a survey conducted on May 13, 2024. 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 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 Avoidance of public places, by type of public place Companies mentioned in this research report include: Aldi, Amazon, Albertsons, Ahold Delhaize, Costco, Dollar General, Dollar Tree/Family Dollar, Kohl’s, Kroger, Macy’s, Target, Walmart Other relevant research: Revealing Divisions in Consumer Sentiment: US Consumer Survey Insights Extra Read the full series of US Consumer Survey Insights 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:Analyst Corner: Understanding US Consumer Economy Resilience Amid Macroeconomic Challenges, with Manik BhatiaEarnings Insights 4Q24, Week 6: Sales Decline for Kroger, Macy’s, Ross Stores and Other RetailersSector Focus: Beauty Retailing—Data GraphicWeekly US Store Openings and Closures Tracker 2025, Week 38: Global Names, Including LEGO, Monos and Uniqlo, Continue to Expand
Insight ReportEarnings Insights 1Q24, Week 4: Alibaba and Walmart Report Sales Increases; The Home Depot and Under Armour See Sales Declines Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research May 21, 2024 Reasons to ReadOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list as they report first-quarter 2024 earnings. This week, there are highlights from companies that reported in the week ended May 19, 2024, across five sectors: apparel and footwear, e-commerce, food and grocery, home and home-improvement, and mass merchandisers. 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: Alibaba, The Home Depot, JD.com, Under Armour, Walmart, Weis Markets Other relevant research: Earnings Insights 1Q24, Week 3: Crocs and Coty See Sales Growth; Floor & Decor, Tapestry and Others See Sales Decline Earnings Insights 1Q24, Week 2: Amazon, CVS and Estée Lauder Report Positive Sales Growth; Clorox and Wayfair Post Sales Declines Earnings Insights 1Q24, Week 1: L’Oréal and Skechers Report Positive Sales Growth, Columbia Sportswear and Levi’s Post Sales Declines 4Q23 US Earnings Season Wrap-Up: Many Companies Report Better Performances Following the Holiday Season 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:Analyst Corner: Navigating the “SaaSpocalypse,” with John HarmonThree Data Points We’re Watching This Week, Week 15: US CPG LatestSector Focus: Discount Stores—Data GraphicConfidence and Couture—Consumer Sentiment Ticks Up, Gucci Leads in Luxury: US Consumer Survey Insights
Innovator ProfileInnovator Profile: Pi-xcels Eliminates Paper Receipts While Engaging Brick-and-Mortar Shoppers Vijay Doijad, Analyst May 21, 2024 Reasons to ReadCoresight Research is an official research partner of Shoptalk Europe 2024, which will take place in Barcelona, Spain, on June 3–5, 2024. On June 3, 2024, the Startup Pitch competition will see 12 early-stage innovators compete to win the Judges’ Choice and Audience Choice awards. Our Innovator Profile series gives you a sneak peek at the participating companies. In this report, we present Pi-xcels! Other relevant research: See all our coverage of Shoptalk in 2024 and previous years Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. 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:Lower-Income Sentiment Continues to Weaken; Plus, Off-Price and Dollar Stores in Focus: US Consumer Survey InsightsUS Forecast To See Multibillion-Dollar Hit from Falling International Visitor Spend: Another Retail HeadwindHoliday Shopping Starts in the Summer: Tariffs Trigger Ultra-Early Holiday Shopping in 2025—Data GraphicThree Data Points We’re Watching This Week, Week 33: US Consumers’ Tariff Perceptions
Innovator ProfileInnovator Profile: Loyalty Games Engages Younger Consumers with Loyalty-Focused Mobile Games Vijay Doijad, Analyst May 21, 2024 Reasons to ReadCoresight Research is an official research partner of Shoptalk Europe 2024, which will take place in Barcelona, Spain, on June 3–5, 2024. On June 3, 2024, the Startup Pitch competition will see 12 early-stage innovators compete to win the Judges’ Choice and Audience Choice awards. Our Innovator Profile series gives you a sneak peek at the participating companies. In this report, we present Loyalty Games! Other relevant research: See all our coverage of Shoptalk in 2024 and previous years Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. 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:Shoptalk Spring 2026 “Shark Reef” Startup Pitch: Preview—10 Innovators Driving Customer Experience and Operational EfficienciesWeekly US Store Openings and Closures Tracker 2026, Week 7: Aritzia and Trader Joe’s Announces Store OpeningsKey Festivals and Holidays for Promotional Campaigns in India in 2026: CalendarCoresight Research Weekly Consumer Survey: Premium Subscriber Call
Innovator ProfileInnovator Profile: Guac Uses AI To Predict Grocery Sales and Reduce Food Waste Vijay Doijad, Analyst May 21, 2024 Reasons to ReadCoresight Research is an official research partner of Shoptalk Europe 2024, which will take place in Barcelona, Spain, on June 3–5, 2024. On June 3, 2024, the Startup Pitch competition will see 12 early-stage innovators compete to win the Judges’ Choice and Audience Choice awards. Our Innovator Profile series gives you a sneak peek at the participating companies. In this report, we present Guac! Other relevant research: See all our coverage of Shoptalk in 2024 and previous years Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. 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:CEO Brief: Early Holiday 2026 US Retail ExpectationsEconomic Sentiment Turns Positive Ahead of Tariff Deadline; Plus, Department Store Shopping in Focus: US Consumer Survey InsightsWeekly US Store Openings and Closures Tracker 2026, Week 2: Saks Files for Bankruptcy; Macy’s To Close More Stores; Amazon Plans New SuperstorePersonal Financial Sentiment Improves Significantly: Weekly US Consumer Sentiment, Week 49, 2025—Data Graphic
Innovator ProfileInnovator Profile: Elyn Helps Apparel Companies Face the Challenge of Online Returns Vijay Doijad, Analyst May 20, 2024 Reasons to ReadCoresight Research is an official research partner of Shoptalk Europe 2024, which will take place in Barcelona, Spain, on June 3–5, 2024. On June 3, 2024, the Startup Pitch competition will see 12 early-stage innovators compete to win the Judges’ Choice and Audience Choice awards. Our Innovator Profile series gives you a sneak peek at the participating companies. In this report, we present Elyn! Other relevant research: See all our coverage of Shoptalk in 2024 and previous years Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. 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:3Q25 Retail Inventory Insights: Execution Discipline Drives Performance into Holiday 2025Consumer Sentiment Stabilizes… for Now; Plus, Inflation Awareness Rises: US Consumer Survey InsightsUS CPG Sales Tracker: E-Commerce Sales Surge, Outpacing In-Store GrowthKey Festivals and Holidays for Promotional Campaigns in India in 2026: Calendar
Innovator ProfileInnovator Profile: Carbon Maps Address Crucial Environmental Concerns in the Food Industry Vijay Doijad, Analyst May 20, 2024 Reasons to ReadCoresight Research is an official research partner of Shoptalk Europe 2024, which will take place in Barcelona, Spain, on June 3–5, 2024. On June 3, 2024, the Startup Pitch competition will see 12 early-stage innovators compete to win the Judges’ Choice and Audience Choice awards. Our Innovator Profile series gives you a sneak peek at the participating companies. In this report, we present Carbon Maps! Other relevant research: See all our coverage of Shoptalk in 2024 and previous years Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. 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:World Retail Congress 2025 Insights: Consensus on Tariffs Floor, AI Risks in Adaptive Apparel, Smart Scaling in FocusGroceryshop 2025 Day Three: Driving Grocery’s Future with AI, New Revenue Models and Unified VisionFebruary 2026 US Retail Sales Outlook: Positive Indicators Signal Robust Growth AheadConsumer Sentiment—The Big Surprise in a Week of Shocks; Plus, Apparel Shopping in Focus: US Consumer Survey Insights
Innovator ProfileInnovator Profile: Anam.ai Improves the Online Shopping Experience with Photo-Realistic Digital Personas Vijay Doijad, Analyst May 20, 2024 Reasons to ReadCoresight Research is an official research partner of Shoptalk Europe 2024, which will take place in Barcelona, Spain, on June 3–5, 2024. On June 3, 2024, the Startup Pitch competition will see 12 early-stage innovators compete to win the Judges’ Choice and Audience Choice awards. Our Innovator Profile series gives you a sneak peek at the participating companies. In this report, we present Anam.ai! Other relevant research: See all our coverage of Shoptalk in 2024 and previous years Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. 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:Analyst Corner: The Appeal and Power of Middle-Aged RFID Technology Continues to Pick Up Steam, with John HarmonSeasonal Shopping, 2Q25—Expectations for Easter, Memorial Day, Mother’s Day, Father’s Day; Plus, Holiday 2025 Plans: US Consumer Survey Insights ExtraLower-Income Consumers’ Financial Sentiment Hits Record Low Amid Iran Conflict: US Consumer Survey InsightsFinancial Confidence Improves: Weekly US Consumer Sentiment, Week 25, 2025—Infographic
Analyst CornerAnalyst Corner—Checking In on the Financial Health of the US Consumer, with John Mercer John Mercer, Head of Global Research and Managing Director of Data-Driven Research May 19, 2024 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. We also highlight our key research from the past week and reports to look out for in the coming week, so you don’t miss out. This week, John Mercer, Head of Global Research, discusses the state of consumer financial health in the US, diving into the reasons why inflation is falling but so, too, is consumer sentiment. Other relevant research: Consumer Sentiment Remains Volatile: US Consumer Survey Insights Revealing Divisions in Consumer Sentiment: US Consumer Survey Insights Extra April 2024 US Retail Sales: Solid Sales Growth Continues; Home-Improvement Retailers Rebound Read previous Analyst Corner reports, including last week’s, which covered our seventh annual survey of Amazon apparel shoppers. 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:Store Tracker Extra: UK Store Openings and Closures—2024 Review and 2025 OutlookUS Retail in the Rest of 2025: Normalized Demand and Leaner Inventories Ahead of a High-Stakes Holiday SeasonShoptalk Spring 2026: Day 1—Agentic Commerce and AI-Driven Personalization; Retail Media Innovation and Omnichannel Data; Emotional Connection and Loyalty in the AI EraRetail 2026: 10 Trends Driving Retail Media
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2024, Week 20: Ted Baker To Close All US Stores Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research May 17, 2024 Reasons to ReadOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. 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 Major US and UK retail bankruptcies: 2024 and 2023 Companies mentioned in this research report include: Ahold Delhaize, Angling Direct, Boot Barn, Co-op, LensCrafters, Leslie’s, LL Flooring, Office Depot, Tapestry, Ted Baker Other relevant research: The full collection of Weekly US and UK Store Openings and Closures Tracker reports Complementing our weekly 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. For the US, the Databank includes store openings and closures from 2012 to 2024 year to date (YTD); for the UK, data span 2017 to 2024 YTD. 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:Analyst Corner: US Retail Inflation Rises to Its Highest Level in 2.5 Years, with John MercerUK Store Tracker Extra: 2025 Store Openings and Closures Review and 2026 Outlook—Data GraphicEarnings Insights 1Q25, Week 5: BJ’s Wholesale Club and Home Depot Report Sales Growth; Target Reports Sales Decline—InfographicEarnings Insights 1Q25, Week 1: Mixed Results from LVMH, Nestlé, P&G and Others Amid Heightened Tariff Concerns—Infographic
InfographicThree Data Points We’re Watching This Week: Global Focus John Mercer, Head of Global Research and Managing Director of Data-Driven Research May 17, 2024 Reasons to ReadOur Three Data Points We’re Watching This Week series spotlights key data points from this week’s research. From the size of the global luxury goods market and Singles’ Day 2023 to rising shoplifting offenses in the UK, discover key data points we are watching in week 20 of 2024. Dive into the full research reports behind these data points: Research Preview: Market Navigator—Global Luxury Retail Shrink and ORC: Retailers Ramp Up Rollout of Anti-Theft Technologies; Shoplifting Offenses in England and Wales Reach Two-Decade High China Retail Insights: Countdown to China’s Singles’ Day 2024, Six Months To Go—What Brands and Retailers Need To Know 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 UK Store Openings and Closures Tracker 2026, Week 9: Marks & Spencer Leads Store OpeningsUS Tariffs: Who Wins, Who Loses and What It Means for the EconomyAnalyst Corner: Decoding Blinkit’s Latest Numbers To Understand India’s Quick-Commerce Growth Story, with Manik BhatiaEarnings Insights 4Q24, Week 7: Costco, Inditex and Puma Lead with Solid Fourth-Quarter Growth—Infographic
Insight ReportRetail Shrink and ORC: Retailers Ramp Up Rollout of Anti-Theft Technologies; Shoplifting Offenses in England and Wales Reach Two-Decade High Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research May 16, 2024 Reasons to ReadContinuing our regular series on retail shrink and organized retail crime (ORC), we focus this month on developments from Australia, New Zealand, the UK and the US. We discuss recent legislative changes, retailer announcements and news about loss-prevention technologies. We also discuss police-recorded shoplifting offenses in England and Wales and survey data on the extent of retail crime in Australia. Read this report to learn more about these findings, as well as the continued scaling back of self-checkout by US retailers. Data in this research report include: Police-recorded shoplifting offenses in England and Wales and year-over-year change, January–December 2023 Companies mentioned in this report include: Albertsons, BJ’s Wholesale, JD Sports, Koninklijke Ahold Delhaize N.V., Sensormatic Solutions, Sprouts Farmers Market, Target, Tesco, Walmart, Woolworths Other relevant research: Read the previous report in the Retail Shrink and ORC series RetailTech: Leading-Edge Loss Prevention—Tackling Theft and Fraud Through RFID, Video Surveillance and More—a free report, sponsored by Sensormatic Retail Challenges Drive Edge Technology Investment—a free report, sponsored by VMware Retail-Tech Landscape: Loss Prevention Watch our Insights Video for more insights from our analysts on loss prevention. 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:Analyst Corner: How Fast Will Agentic Commerce Scale? Three Gauges to Watch, with Charlie PoonEarnings Insights 1Q25, Week 4: Alibaba, Walmart and Others Report Sales Growth While Under Armour Reports Sales Decline—InfographicWeekly UK Store Openings and Closures Tracker 2025, Week 53: Nearly 1,550 Stores Opened in 2025US Store Tracker Extra, August 2025: At Home, Claire’s and Office Depot Closures Add 4+ Million Square Feet to Total Closed Retail Space
Insight ReportApril 2024 US Retail Sales: Solid Sales Growth Continues; Home-Improvement Retailers Rebound Sunny Zheng, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research May 15, 2024 Reasons to ReadUsing data from the US Census Bureau, we analyze US retail sales in April 2024, in total and by sector. Data in this research report are: Year-over-year changes in US total retail sales (excluding gasoline and automobiles), April 2023–April 2024 Year-over-year changes in retail sales by sector, March and April 2024 Other relevant research: Our monthly reports keep you up to date on retail sales (in total and by sector) and key consumer indicators in the US. Complementing our monthly reports, the Coresight Research US Retail Sales Databank brings together retail sales data to help you understand the scale and trajectory of US 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 Other research you may be interested in:July 2025 US Retail Sales: Growth Accelerates to Second-Highest Rate YTD, Supported by Prime DayConsumer Sentiment Steadies: Weekly US Consumer Sentiment, Week 13, 2025—InfographicRetail Media Intelligence: Unlocking the Power of In-Store Retail MediaUS CPG Sales Tracker: E-Commerce Jumps by One-Quarter as Online Food Sales Surge by One-Third
Deep DiveConsumer Sentiment Remains Volatile: US Consumer Survey Insights Madhav Pitaliya, Analyst May 15, 2024 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. In this report, our latest findings are from a survey conducted on May 6, 2024. We take a look at recent volatility in consumer sentiment. 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 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 Avoidance of public places, by type of public place Companies mentioned in this research report include: Amazon, Albertsons, Dollar General, Dollar Tree/Family Dollar, Kohl’s, Kroger, Macy’s, Target, Walmart Other relevant research: Revealing Divisions in Consumer Sentiment: US Consumer Survey Insights Extra Read the full series of US Consumer Survey Insights 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:2026 Sector Outlook: US Mass Merchandisers, Warehouse Clubs and Discount Retailers—Warehouse Clubs To Lead Growth amid Sustained Value-Seeking BehaviorThree Data Points We’re Watching This Week, Week 31: US Consumer Sentiment, AI Investments and Canada StoresAnalyst Corner: US Retail Inflation Rises to Its Highest Level in 2.5 Years, with John MercerEconomic Sentiment Hits A Two-Month Low: US Consumer Survey Insights
Market Navigators/Market OutlookResearch Preview: Market Navigator—Global Luxury Sunny Zheng, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research May 15, 2024 Reasons to ReadOur Market Navigator series offers in-depth, data-rich views of a retail, consumer or technology sector. This Research Preview provides an early look at our upcoming Market Navigator report on the global luxury market. Gain insights into emerging ideas and opportunities in the worldwide luxury market, understand the growth trajectory of retailers’ and brands’ revenues, and explore the market’s competitive landscape. We also provide a sneak peek of the themes we are watching in the market, aligning with our proprietary RESET framework. Look out for our full report next week to explore these topics in further detail and to discover key insights about market factors, the macro context and more. Companies mentioned in this report are: Burberry, Canada Goose, Capri Holdings, Chow Tai Fook Jewellery, Estée Lauder, Hermès, Kering, L’Oréal, LVMH, Moncler, Prada, Ralph Lauren, Richemont, Tapestry Other relevant research: Global Luxury—Retail 2024 Sector Outlook: Emerging Markets and Young Shoppers To Drive Growth Introducing “Fast Luxury” and Its Implications for the Retail Market Five Ways AI Is Being Used in Luxury Retail Visit the Coresight Research Fashion and Luxury Hub to explore sector data, reports and company profiles. More reports in the Coresight Research Market Navigator (and Market Outlook) 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 Other research you may be interested in:Retail-Tech Landscape: Retail MediaEconomic Confidence Climbs; Financial Optimism Turns Positive: Weekly US Consumer Sentiment, Week 23, 2025—InfographicWeekly US Store Openings and Closures Tracker 2025, Week 45: Bed Bath & Beyond Home Continues To Open StoresUS Store Tracker Extra, September 2025: Ollie’s Bargain Outlet and Alimentation Couche-Tard Add 3+ Million Square Feet to Total Opened Retail Space
