InfographicThree Data Points We’re Watching This Week, Week 21: US Retail and Consumer Developments John Mercer, Head of Global Research and Managing Director of Data-Driven Research May 23, 2025 Reasons to ReadOur Three Data Points We’re Watching This Week series spotlights key data points from our research. Discover key data points we are watching in week 21 of 2025. This week, we present proprietary survey findings on shifts in US consumer sentiment as well as new projections for US retail sales. Plus, with Dick’s Sporting Goods set to acquire Foot Locker, we highlight footwear shopper penetration for these companies. Dive into the research behind these data points: Positive Sentiment Trend Comes to an End; Kohl’s Leads in Department Store Shopping: US Consumer Survey Insights May 2025 US Retail Sales Outlook Dick’s Sporting Goods To Acquire Foot Locker: Analyzing Store Overlap, Shopper Penetration and Strategic Reach Other relevant research: The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. All graphics in the Three Data Points series 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 InsightsConsumer Sentiment Flatlines Ahead of Big Tariff Reveal; Plus, Mass Merchandisers and Wholesale Clubs in Focus: US Consumer Survey InsightsConsumer Sentiment Declines Significantly, Driven By Middle-Income Consumers: US Consumer Survey InsightsBlack Friday 2025: Key Insights from US Stores—Solid Shopper Demand, Some True Doorbusters and Greater Omnichannel Integration
