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Analyst Corner | December 22, 2024

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Analyst Corner: Three Key Predictions for US Retail in 2025, with Anand Kumar

From retail media to the Ozempic economy, discover the impacts of key trends in US retail 2025. In this week’s Analyst Corner, Anand Kumar, Managing Director of Retail Research, presents three predictions, drawing on insights from our flagship annual report.

Insight Report | December 20, 2024 Premium

US and China E-Commerce—Retail 2025 Sector Outlook: Online Sales To Maintain Strong Growth Momentum

Discover directional market insights and themes to watch in online retailing in China and the US in 2025. We touch on geopolitical tensions, GenAI (generative artificial intelligence), the expansion of cross-border e-commerce retailers and livestreaming e-commerce, among other topics.

Infographic | December 20, 2024 Free Report

Three Data Points We’re Watching This Week, Week 51: US Holiday Retail Homestretch

Discover key data points we are watching in week 51 of 2024. This week, we focus on US retail holiday data, with insights on the popularity of Temu, total fourth-quarter sales growth projections and shopper traffic trends.

Store Tracker | December 20, 2024 Premium

Weekly US and UK Store Openings and Closures Tracker 2024, Week 51: First Look at Retailers’ 2025 Plans

Our Weekly US and UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies. This week includes highlights from Macy’s, Primark, Sainsbury’s and Zara, among others.

Insight Report | December 19, 2024 Premium

Retail Shrink and ORC: Safety Concerns Grow Among Frontline Workers; Mixed Reports on Shrink from Kroger, Nordstrom and Ulta Beauty

We present the latest developments in retail shrink in the US and the UK, including data on shoplifting and worker safety. Plus, dive into recent commentary on shrink from retailers in the US and Canada, including Kroger, Nordstrom and Ulta Beauty.

Insight Report | December 19, 2024 Premium

Holiday 2024: US Holiday Retail Homestretch—Retail Resilience; Temu in Top 10; Positive Traffic Trends

We review what we have learned so far on retail demand in the US this holiday season, drawing on proprietary survey data, company reports, shopper traffic data and sector-level retail sales figures.

Insight Report | December 18, 2024 Premium

US CPG Sales Tracker: Beauty Leads November’s E-Commerce Slowdown

The 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 1, 2024.

Insight Report | December 18, 2024 Premium

November 2024 US Retail Sales: Very Solid Growth Reflects Strong Black Friday and Holiday Demand

In November 2024, US retail sales (excluding gasoline and automobile sales) grew nearly 4% year over year. Using data from the US Census Bureau, we look at total growth trends and performance by sector.

Deep Dive | December 17, 2024 Premium

Holiday 2024—Festive Shoppers Increasingly Focus on Fashion and Food: US Consumer Survey Insights

We analyze new survey findings on US consumers’ shopping behavior this holiday season. Find out what holiday shoppers are buying and where they are shopping. Plus, we assess overall consumer sentiment regarding their personal finances and the economy.

Insight Report | December 17, 2024 Premium

US Beauty—Retail 2025 Sector Outlook: Product Innovation and Unified Commerce To Drive Growth

Discover directional market insights and themes to watch in US beauty retailing in 2025. We touch on inclusive beauty, experiential retail and the growing confluence of beauty and wellness, among other topics.

Insight Report | December 17, 2024 Premium

US CPG—Retail 2025 Sector Outlook: Promotions and Innovation Will Be Key Focus Areas

Discover directional market insights and themes to watch in US CPG (consumer packaged goods) retailing in 2025. We touch on mergers and acquisitions (M&A), inflation and personalization, among other topics.

Insight Report | December 17, 2024 Premium

US Home and Home Improvement—Retail 2025 Sector Outlook: A Modest Recovery with a Focus on Pro

Discover directional market insights and themes to watch in US home and home-improvement retailing in 2025. We touch on interest rates, home prices, expanded loyalty programs and more.

Insight Report | December 16, 2024 Premium

Global Luxury—Retail 2025 Sector Outlook: A Year of Recovery, with Soft Luxury and China Gaining Share

Discover directional market insights and themes to watch in global luxury retailing in 2025. We touch on M&A (mergers and acquisitions), geopolitical tensions, resale and more.

Insight Report | December 16, 2024 Premium

The Collapse of the Kroger-Albertsons Merger: Implications for the US Grocery and CPG Markets

Earlier this month, the $25 billion merger between Albertsons and Kroger (announced in October 2022) was blocked by two judges. With the merger now terminated, we examine the implications of its collapse across the US grocery and CPG (consumer packaged goods) sectors.

Infographic | December 16, 2024 Free Report

Legends of Commerce: Content & Cocktails—Infographic

The Legends of Commerce event brought together industry experts, retailers, brands and technology innovators to explore the future of retail. This free infographic presents event highlights.