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: Weekly US and UK Store Openings and Closures Tracker 2025, Week 7: Aldi and Skechers USA Announce Store Expansion Plans; Joann To Close 500 StoresConnected TV’s Opportunities and Growing Pains: 10 Insights from CTV Connect 2025July 2025 US Retail Sales: Growth Accelerates to Second-Highest Rate YTD, Supported by Prime DayGlobal Luxury—Real Estate Insights: Brands Move from Tenants to Landlords, with Innovative, Experience-Rich Flagships