Analyst CornerWeinswig’s Weekly: Fashion Retail’s Resilience in the Holiday Season John Mercer, Head of Global Research and Managing Director of Data-Driven Research January 28, 2024 Reasons to ReadEach report in the Weinswig’s Weekly series reflects on a topical theme in retail. We also highlight our key research from the past week and upcoming reports to look out for, so you don’t miss out. This week’s note, “From the Desk of Deborah Weinswig,” discusses one theme from our research on the shape and scale of performance in retail during the holiday peak: the resilience of the apparel sector. Other relevant research: Holiday 2023: US Retail Wrap-Up More research on US holiday retail The Coresight Research US Holiday Retail 2023 Databank tracks key retail metrics for the holiday season. US Apparel and Footwear—Retail 2024 Sector Outlook Visit the Coresight Research Fashion and Luxury Hub to explore sector data, reports and company profiles. Five Forces and Five Trends Impacting US Retail in 2024 Stay tuned to the Retaili$tic podcast for weekly retail insights and inspiration. Read previous Weinswig’s Weekly reports, including last week’s, which discussed the evolving market for pet products and services in China. 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:June 2025 US Retail Sales Outlook: Projecting Solid Growth as Consumer Sentiment Continues to RecoverWeekly US Store Openings and Closures Tracker 2026, Week 3: 457-Store Francesca’s Reportedly LiquidatingInnovator Profile: Merchkit—AI-powered product catalog automation platformWeekly US Store Openings and Closures Tracker 2025, Week 32: Claire’s Files for Bankruptcy—Potentially 1,137 Stores To Close
Insight ReportCompeting with E-Commerce Giants Through 2030: The Future of Malls—Part 3 Swarooprani Muralidhar, Director of Research January 26, 2024 Reasons to ReadThe three-part The Future of Malls series from Coresight Research provides quantitative predictions and an analysis of sector dynamics for US malls—which we define as indoor, covered shopping centers—through 2030, including emerging opportunities, evolving retailer behavior and new trends in construction and mall space usage. In this third and final report, we look at the ways in which malls will compete with e-commerce companies throughout the current decade. Companies mentioned in this report are: Brookfield, Macerich, Simon Property Group (including Taubman Centers) Other relevant research: Read parts one and two of The Future of Malls series—and look out for our comprehensive ebook compiling our research, which will publish soon. The State of the American Mall: Competitive, Attractive and Here To Stay Copley Place and Prudential Center—Demonstrating the Potential of Urban Mixed-Use Malls Read more coverage of the real estate sector and physical 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:Sentiment Hits Four-Month Low as Higher-Income Confidence Weakens; Plus, Mass Merchandisers and Warehouse Clubs in Focus: US Consumer Survey InsightsRetail Crime and Shrink: More Shoppers Say No to Locked-Up Merchandise; Self-Checkout Gets a MakeoverIntroducing the Store Intelligence Platform: Premium Subscriber CallSentiment Declines After Weeks of Gains; Plus, Beauty Shopping in Focus: US Consumer Survey Insights
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2024, Week 4: Macy’s To Close Five Stores Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research January 26, 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: 2024 week-by-week comparisons of announced store closures and openings in the US and the UK 2023 week-by-week comparisons of announced store closures and openings in the US and the UK 2024 major US and UK store closures and openings 2024 major US and UK retail bankruptcies 2023 major US and UK retail bankruptcies Companies mentioned in this research report include: CVS Health, Macy’s, Zara Other relevant research: Weekly US and UK Store Openings and Closures Tracker 2024, Week 3: Greggs To Open 140 Stores in the UK 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. 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:Three Data Points We’re Watching This Week, Week 9: Beauty Shopping in FocusSeasonal Shopping, 1Q25—Expectations for Valentine’s Day and Presidents’ Day: US Consumer Survey Insights ExtraAnalyst Corner: Agentic Commerce Is Progressing at Warp Speed, with John HarmonBlack Friday 2025 Around the World: Global Retail Observations
InfographicThree Data Points We’re Watching This Week John Mercer, Head of Global Research and Managing Director of Data-Driven Research January 26, 2024 Reasons to ReadOur Three Data Points We’re Watching This Week series spotlights key data points from this week’s research. This week, we highlight retail and foodservices sales growth in China during the Lunar New Year period, December UK retail sales growth and inflation’s impact on US consumers’ shopping behaviors. 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:CES 2026: Retail Track Wrap-Up—Search, Experiences, Technology and Social MediaSector Focus: Home and Home-Improvement Shopping—Data GraphicNRF 2026: Retail’s Big Show—Day 3—Agentic Commerce Expectations, Marketplace Best Practices and Disciplined Brand TransformationConsumer Sentiment Declines Significantly, Driven By Middle-Income Consumers: US Consumer Survey Insights
Insight ReportHoliday 2023: UK Retail Wrap-Up—December Downturn Unlikely To Herald Renewed Retrenchment John Mercer, Head of Global Research and Managing Director of Data-Driven Research January 25, 2024 Reasons to ReadThe UK holiday season is all wrapped-up! We offer our conclusions from peak-season trading: dive into retail sales data and retailers’ trading updates from the fourth quarter of 2023. In addition to assessing recently reported metrics, we present our view on the UK consumer economy and look ahead to the prospects for UK retail in 2024. Data in this research report include: UK retail sales growth over the past 15 months 2024 holiday-quarter UK retail sales growth by sector—nominal and real Major UK grocery and nonfood retailers’ sales results for holiday 2023 vs. holiday 2022 Companies mentioned in this report include: Aldi, Asda, ASOS, B&M, B&Q, Boohoo Group, Currys, Dunelm, Home Bargains, J. Sainsbury, Marks and Spencer, Next, Poundland, Primark, Shein, Tesco, Temu, The Very Group Other relevant research: Retail 2024: Five Forces and Five Trends Shaping UK Retail US and UK Store Tracker Extra: Store Openings and Closures 2023 Review and 2024 Outlook The Coresight Research UK Retail Sales Databank brings together retail sales data to help you understand the trajectory of UK retail. Holiday 2023: US Retail Wrap-Up—Strong Performance in E-Commerce and Clothing Sectors Drives Growth 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 Purchase this report. Buy Now This document was generated for Other research you may be interested in:Weekly US Store Openings and Closures Tracker 2025, Week 37: YTD Retail Bankruptcies Hit 25Black Friday 2025: Key Insights from US Stores—Solid Shopper Demand, Some True Doorbusters and Greater Omnichannel IntegrationThree Data Points We’re Watching This Week, Week 32: US Store Tracker ExtraWeekly US Store Openings and Closures Tracker 2025, Week 40: Toys“R”Us Continues To Expand
Insight ReportRetail Shrink and ORC: Cart-Based Loss Is on the Rise; New Tech Solutions Seek To Address Retail Theft Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research January 25, 2024 Reasons to ReadContinuing our monthly series on retail shrink and organized retail crime (ORC), we present recent developments from the UK and the US as well as news about loss-prevention technologies. We also provide commentary on the topic from the recent earnings calls of selected retailers in North America. Data in this research report include: Loss-prevention strategies used by SMBs in the past 12 months to reduce external theft Companies mentioned in this report include: AiFi, BriefCam, Costco, Datalogic, Diebold Nixdorf, Dollar General, Empire Company, Everseen, Morrisons, Nvidia, Pathr.ai, Safer Group, SureView, Walgreens Boots Alliance Other relevant research: Read the previous report in the Retail Shrink and ORC 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. 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:4Q24 Earnings Season Wrap-Up: Which Companies Missed, Beat and Fell in Line with Expectations?—InfographicGroceryshop 2025 “Shark Reef” Startup Pitch Competition: Innovator ProfilesMarket Outlook: US Convenience Store Retailing—Charting New Paths Through Structural HeadwindsSteadiness Continues: Weekly US Consumer Sentiment, Week 15, 2025—Infographic
Insight ReportQuality Spaces and Tenant Diversity Are Keys to Profitability: The Future of Malls—Part 2 Swarooprani Muralidhar, Director of Research January 24, 2024 Reasons to ReadThe three-part The Future of Malls series from Coresight Research provides quantitative predictions and an analysis of sector dynamics for US malls—which we define as indoor, covered shopping centers—through 2030, including emerging opportunities, evolving retailer behavior and new trends in construction and mall space usage. In this second report, we examine the current and future growth of quality spaces and tenant diversity in US malls. Keep an eye out for the third and final report in the series, which explores the ways in which malls are competing with e-commerce companies. Data in this research report include: Malls as a share of total retail gross leasable area Percentage of US adults who would consider residing in a mixed-use community, by generation Share of US adults who have visited a medical clinic in a shopping center Average weekly foodservice expenditure by age of household head Companies mentioned in this report are: Brookfield, Macerich, Simon Property Group Other relevant research: Read parts one and three of The Future of Malls series—and look out for our comprehensive ebook compiling our research, which will publish soon. The State of the American Mall: Competitive, Attractive and Here To Stay Copley Place and Prudential Center—Demonstrating the Potential of Urban Mixed-Use Malls Read more coverage of the real estate sector and physical 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:NRF 2026: Retail’s Big Show—Day 1—Everything Agentic, Plus Digital Twins, Robotics and Smart StoresReturn to Uncertainty for Retail: Supreme Court Strikes Down US TariffsUS Black Friday 2025: Early Read—Early-Morning Footfall Points to a Selective Return of the Black Friday Store EnergyEarnings Insights 4Q24, Week 7: Costco, Inditex and Puma Lead with Solid Fourth-Quarter Growth
Insight ReportHoliday 2023: US Retail Wrap-Up—Strong Performance in E-Commerce and Clothing Sectors Drives Growth Aditya Kaushik, Analyst Sector Lead: Swarooprani Muralidhar, Director of Research January 24, 2024 Reasons to ReadCoresight Research concludes our coverage of the 2023 holiday season in US retail with our annual wrap-up report, drawing on proprietary consumer survey data, store-visit (traffic) data from Placer.ai, trading updates from selected retailers and retail sales data from the US Census Bureau. Data in this research report include: Proprietary survey data on consumers’ pre-holiday spending expectations and their reported holiday spending Survey data on what channels, categories and retailers consumers shopped during the 2023 holiday season Store traffic data for the holiday quarter by sector and retailer US total retail sales excluding gasoline and automobiles, total and by sector, for October, November and December 2023 Companies mentioned in this research report include: Amazon, Costco, Dollar General, Dollar Tree, Kohl’s, Macy’s, Ross Stores, Target, T.J. Maxx, Walmart Other relevant research: All Coresight Research coverage of US holiday retail The Coresight Research US Holiday Retail 2023 Databank tracks key retail metrics for the holiday season. Five Forces and Five Trends Impacting US Retail in 2024 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 Purchase this report. Buy Now This document was generated for Other research you may be interested in:Shaping What’s Next in Retail—Physical Retail, AI, Retail Media: Insights from NextGen 2025, a Coresight Research ConferenceFinancial Sentiment Turns Positive Ahead of Rate Cut: US Consumer Survey InsightsGroceryshop 2025 Day Two: Unlocking Growth with AI, GLP-1 Shifts and Retail MediaTransforming Beauty Retail: AI Across the Value Chain, from Innovation to Personalization
Insight ReportChinese New Year 2024 Preview: Good Fortune for Retail as the Year of the Dragon Takes Off—China Retail Insights Echo Gong, Senior Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research January 23, 2024 Reasons to ReadNew for 2024, the bi-weekly China Retail Insights series presents the latest insights from the ever-evolving landscape of China’s retail market. Each report in this series provides on-the-ground updates, dissecting trends, innovations and consumer behaviors that are shaping one of the world’s most dynamic retail environments. In this report, we preview the 2024 Chinese New Year holiday—also recognized as the Lunar New Year or Spring Festival. Discover our projections for retail sales during the holiday. We also offer insights into tourism and gifting trends and highlight notable brands that are celebrating the Year of the Dragon with limited-edition product collections. Data in this research report include: China retail sales, tourism revenue and levels of travel during the Chinese New Year holiday, 2019–2024E Other relevant research: Key Festivals and Holidays for Promotional Campaigns in China in 2024: Calendar Retail 2024: 10 Trends in China Retail The previous report in the China Retail Insights series explores China’s booming pet industry. Our China Consumer Survey Insights series takes a regular temperature check on Chinese consumers’ behaviors and sentiment, based on exclusive proprietary survey data. Our new China Retail Sales Databank More reports on China 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:April 2025 US Retail Sales Outlook: Lowering Near-Term Growth Projections Amid Volatility and UncertaintyHigh-Income Consumers’ Sentiment Soars Ahead; Plus, Home and Home-Improvement Shopping in Focus: US Consumer Survey InsightsThe New Coresight 100: Leading the Retail Charge in 2025—InfographicHighlights from NextGen 2025: Retail, Real Estate & the New Consumer—Infographic
Deep DiveConsumers Cut Back Amid Inflation Concerns: US Consumer Survey Insights Aditya Kaushik, Analyst January 23, 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 January 15, 2024. Data in this research report are our latest proprietary survey findings on: Whether consumers have noticed price rises in retail, November 2023–December 2024 What consumers have bought in-store and online in the last two weeks Activities that consumers have done in the past two weeks Where consumers have bought food and nonfood products from in the last two weeks Consumers’ expectations for the economy overall and for their own personal financial situation 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: 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:Four Technologies Retailers Can Use to Enchant Consumers: Insights Presented at CES 2025Retail Trends and Shopper Traffic Update, Q4: Early Findings & Strategic OutlookUS Tariffs: Who Wins, Who Loses and What It Means for the EconomyHoliday 2025 Survey Insights: Dollar Stores and Temu Break into the Top Five Retailers
Event PresentationChina Retail Unveiled: In-Depth Insights Presented at FIRA 2024 Annual Meeting Deborah Weinswig, CEO and Founder Sector Lead: Anand Kumar, Associate Director of Retail Research January 23, 2024 Reasons to ReadFrom personalization to omnichannel to supply chain, we offer insights on the keys to success in China’s retail market. Read our full presentation from the Federation of International Retail Associations (FIRA) Annual Meeting 2024 to understand the market’s growth trajectory and critical opportunities. We touch on shopping festivals, livestreaming, immersive experiences, AI (artificial intelligence), drone delivery, quick commerce and more! Discover the innovations coming from East to West. The FIRA 2024 Annual Meeting took place during NRF 2024: Retail’s Big Show. Data in this presentation include: US and China sales and year-over-year growth—in total and online, 2020–2023 US and China livestreaming e-commerce market size (2023) and future growth trajectory Deborah Weinswig, CEO and Founder of Coresight Research, presents at the FIRA 2024 Annual Meeting. Source: Coresight Research Other relevant research: Retail 2024: 10 Trends in China Retail More reports on supply chain, livestreaming e-commerce and China 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:Luxury Shopping in Focus; Sentiment Slumps Overall Amid Tariffs: US Consumer Survey InsightsThe Impacts of US Tariffs: Assessing Companies’ International Sourcing Exposure by CountryConsumer Sentiment Largely Holds Steady in December After November Highs: China Consumer Survey InsightsInnovator Profile: BetterBasket—Optimizing Grocery Pricing with AI-Driven Insights
Deep DiveDecember 2023 US Housing Market Indicators: Positive Shifts To Start the New Year Prerana P Kotian, Data Analyst January 22, 2024 Reasons to ReadThe Coresight Research US Housing Market Indicators series analyzes the current housing market landscape in the US, based on a range of metrics. We identify the factors influencing the industry and resulting in changes in supply and demand with inputs for the retail sector. This report analyzes the latest data available as of the end of December 2023. Moving forward, we will no longer publish our US Housing Market Indicators series. However, we will include key housing metrics in our monthly Leading Indicators of US Retail Sales series, which tracks several major macroeconomic indicators and their likely effect on US retail sales. Data in this report include: US housing permits, starts and completions US existing home sales US Pending Home Sales Index US new home sales US Housing Affordability Index Other relevant research: Analyzing the US Home and Home-Improvement Sector Through the Lens of the BEST Framework The previous US Housing Market Indicators report Our complete coverage of home and home-improvement retail View our full collection of monthly reports, which keep you up to date on retail sales (in total and by sector) and key consumer indicators, focusing on the US, the UK and China. 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:Beauty Shopping in Focus; Economic Sentiment Turns Negative: US Consumer Survey InsightsAnalyst Corner: Agentic AI—The New Wave of AI Opportunity, with Charlie PoonPositive Sentiment Trend Comes to an End; Kohl’s Leads in Department Store Shopping: US Consumer Survey InsightsAmazon Prime Day 2025 Evolves into a Retail Ecosystem: Five Insights on a Transforming Midyear Sales Season
Event PresentationWhat’s Next for the Food Industry?: Insights Presented at the FMI Midwinter Executive Conference 2024 Deborah Weinswig, CEO and Founder Sector Lead: Anand Kumar, Associate Director of Retail Research January 22, 2024 Reasons to ReadFrom personalization to omnichannel to supply chain, we offer insights on the keys to success in the food retail industry. Read our full presentation from the FMI (Food Marketing Institute) Midwinter Executive Conference 2024 to explore opportunities in grocery retailing globally. We touch on health and wellness, customer service, foodservice, livestreaming, immersive experiences, AI (artificial intelligence), drone delivery, quick commerce and more! Deborah Weinswig, CEO and Founder of Coresight Research, and Tom Cosgrove, Senior Manager, Industry Relations at FMI, at the FMI Midwinter Executive Conference 2024. Source: Coresight Research Other relevant research: US Grocery—Retail 2024 Sector Outlook: Growth To Soften Amid Declining Inflation Five Ways AI Is Being Used in Grocery Retail More reports on supply chain, livestreaming e-commerce and grocery retail 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:Retail 2025: US Retail Predictions—Midyear Trends UpdateRetail 2025: US Macro, Consumer and Retail OutlookCES 2026: Pre-Conference Insights—Tech Markets, Key Technologies and Innovative New ProductsUnlocking Success: The Pathway to Profitability for US Brands and Retailers
Insight ReportShowfields and Neighborhood Goods Store Closures Reveal Challenges to the Physical Concession Model Sunny Zheng, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research January 22, 2024 Reasons to ReadFounded in 2017, Showfields is a retailer that works with brands—primarily digitally native vertical brands (DNVBs)—to create a physical stage for immersive storytelling and discovery. Now, the company will close its remaining stores after it closed its closed multiple locations in 2023. Similarly, Neighborhoods Goods, a retailer that brings digital brands to brick-and-mortar shoppers, announced it would close stores in early 2024. Coresight Research delves into what these store closures reveal about the state of the physical concession model. Companies mentioned in this report include: Amazon, Bluemercury, Neighborhood Goods, Nordstrom, Showfields, Target Other relevant research: Retail 2024 Sector Outlooks: Ebook Five Forces and Five Trends Impacting US Retail in 2024 US and UK Store Tracker Extra: Store Openings and Closures 2023 Review and 2024 Outlook View our full collection of Weekly US and UK Store Openings and Closures Tracker and monthly US Store Tracker Extra 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. 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 2025, Week 48: M&S To Open Up to 500 New Food StoresThree Data Points We’re Watching This Week, Week 12: US Retail and Consumer LatestConsumer Sentiment Steadies; Plus, Off-Price and Dollar-Store Shopping in Focus: US Consumer Survey InsightsKroger and Instacart Expand Partnership To Advance Agentic Shopping and Accelerate Delivery Efficiency
Insight ReportThe Bifurcation of the American Mall: The Future of Malls—Part 1 Swarooprani Muralidhar, Director of Research January 22, 2024 Reasons to ReadThe three-part The Future of Malls series from Coresight Research provides quantitative predictions and an analysis of sector dynamics for US malls—which we define as indoor, covered shopping centers—through 2030, including emerging opportunities, evolving retailer behavior and new trends in construction and mall space usage. In this first report, we examine the bifurcation of the American mall. Data in this research report include: Total number of malls and occupancy rates for Class A and B malls, 2016–2022 Total number of malls and occupancy rates for Class C and D malls, 2016–2022 Companies mentioned in this report include: Brookfield, Macerich, Simon Property Group Other relevant research: Read parts two and three of The Future of Malls series—and look out for our comprehensive ebook compiling our research, which will publish soon. The State of the American Mall: Competitive, Attractive and Here To Stay Copley Place and Prudential Center—Demonstrating the Potential of Urban Mixed-Use Malls Read more coverage of the real estate sector and physical 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:Kering and L’Oréal Announce €4 Billion Strategic Partnership—Multibrand Luxury and Beauty Firms Playing To Their StrengthsGlobal Outreach Summit 2025 Insights: India’s Digital Leap in Apparel Sourcing and Sustainability2026 Retail Predictions: China—Five Pillars for Moderate Growth Amid a Tough EnvironmentWeekly US Store Openings and Closures Tracker 2025, Week 36: Bath & Body Works and Ollie’s Bargain Outlet To Open Additional Stores