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US Apparel & Footwear Retailing—Themes, Concepts and Innovators: AI, Value, GLP-1 and More To Drive Apparel Transformation

The US apparel and footwear market is resetting in 2025, with adaptability becoming a key competitive advantage over scale. The retailers poised to lead the market are those making bold moves now. Ahead of our 2025 Market Navigator on apparel and footwear retailing in the US, we explore the key trends and themes in the space, our blue-sky thinking and the retail innovators we are watching.

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Analyst Corner: What Happened with US and China Consumer Sentiment on the Eve of Expected Tariffs? with John Mercer

In this week’s Analyst Corner, John Mercer, Head of Global Research and Managing Director of Data-Driven Research, discusses consumer sentiment trends we are seeing in China and the US, based on data from our proprietary weekly surveys, including the factors that likely supported consumer confidence in China and the US ahead of expected new tariffs.

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Retail Crime and Shrink: US Shoppers Concerned About Theft Pushing Up Prices; Shoplifting Surges to Record Levels in England

New US consumer survey findings from Coresight Research reveal that many consumers remain concerned about potential price increases due to retail theft. Dive into our new data and discover recent shrink-related developments in the US and the UK, with highlights on self-checkout updates and shoplifting in the UK. Plus, this report presents recent commentary from selected North American retailers on the current state of shrink.

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US Grocery Retailing—Themes, Concepts and Innovators: Opportunities Ahead Amid Increased Market Concentration

Building on our Market Navigator on US grocery retailing, we explore the key trends and themes we are watching in the space, such as increased consolidation and the impact of recent changes to the Supplemental Nutrition Assistance Program (SNAP) program. We also showcase our blue-sky thinking for the sector through 2030 and the retail innovators we are watching.

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