Reasons to Read

Uncover which retailers are driving the surge in US store closures—and who’s still expanding.

Read this report to discover answers to these and other questions:

  • Which retailers led this week’s spike in store closures and new openings across the US?
  • How do 2025 store closure and opening trends compare to 2024—and what does the data reveal about retail health?

Companies mentioned in this report include: Alo Yoga, Citi Trends, Claire’s Holdings, Daiso, Kujten, ME+EM, Netflix, Oakley, Pisen, Sukoshi, Williams-Sonoma

Data in this report include: weekly totals of US store closures and openings for 2025 and 2024; retailer-level breakdowns of announced versus confirmed closures/openings; total store counts by retailer; total US retail bankruptcies year to date.

Other relevant research:

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Reasons to Read

The Weekly US Consumer Sentiment Infographic series from Coresight Research provides a one-page data graphic on US consumers’ sentiment toward personal financial prospects and economic prospects.

Data in this infographic are:

  • US consumers’ expectations for the economy overall and for their own personal financial situation over the next 12 months—the latest six months of weekly trend data
  • Selected callouts on key changes and data points

Dive into the research behind this infographic: High-Income Consumers’ Sentiment Soars Ahead; Plus, Home and Home-Improvement Shopping in Focus: US Consumer Survey Insights

Other relevant research:

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Reasons to Read

Understand how sweeping SNAP (Supplemental Nutrition Assistance Program) policy changes will reshape retail performance, product strategy and consumer behavior.

Read this report to discover answers to these and other questions:

  • How will the $186 billion in SNAP funding cuts affect retailers that over-index with low-income consumers?
  • What is the potential revenue loss from declining SNAP spillover spending on non-eligible items?
  • How will state-level restrictions on SNAP-eligible foods shift in-store spending patterns across different retailer formats?
  • What operational and compliance burdens will grocers face under new state-by-state SNAP regulations?

Companies mentioned in this report include: 7-Eleven, Albertsons, BellRing Brands, Celsius Holdings, Circle K, Costco, Dollar General, Family Dollar, General Mills, Kraft Heinz, Kroger, Simply Good Foods, Sprouts Farmers Market, Trader Joe’s and Walmart.

Data in this report include: Retailer share of spend among SNAP shoppers; annual federal SNAP spending by year.

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Reasons to Read

Discover how agentic AI is reshaping the digital workforce and unlocking powerful efficiencies for retail.

Read this report to discover answers to these and other questions:

  • What is agentic AI, and how does it surpass generative AI in enabling a digital workforce?
  • How can agentic AI transform retail operations and customer communication to deliver a first-mover advantage?
  • What cost and ROI considerations should CEOs weigh when deciding whether to adopt agentic AI?

Companies mentioned in this report include: Amazon, Blue Yonder, Cimulate AI, Manhattan Associates, Salesforce and SAP.

Data in this report include: comparison of GenAI and agentic AI capabilities; benefits of early vs. late adoption of agentic AI using the CORE Framework; a decision-making flowchart to assess agentic AI deployment potential.

Discover more:

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Reasons to Read

Discover how US consumer sentiment and home and home-improvement shopping trends are shifting amid economic uncertainty.

Read this report to discover answers to these and other questions:

  • How is economic sentiment trending across income groups, and what does it mean for spending power?
  • Which retailers are gaining or losing share in the home and home-improvement categories
  • What categories are consumers prioritizing in their recent home and DIY purchases?
  • How should brands and retailers respond to growing consumer focus on price and convenience?
  • What are Coresight’s forward-looking views on the home and home-improvement retail outlook for 2025?

Data in this research report include: Consumer sentiment on household finances and the economy by income group; weekly and four-week rolling sentiment trends; home and home-improvement shopper penetration by retailer; home and home-improvement category purchase rates.

Companies mentioned in this report include: Albertsons Companies, Amazon, Costco, Dollar General, Dollar Tree, eBay, Kohl’s, Kroger, Lowe’s, Macy’s, Target, The Home Depot, The TJX Companies, Tractor Supply Company and Walmart.

Other relevant research:  

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Reasons to Read

Discover how next-generation technologies are transforming retail supply chains in the face of global uncertainty.

Read this report to discover answers to these and other questions:

  • How is AI helping retailers gain real-time visibility across fragmented supply chain operations?
  • What is Agentic AI, and how is it enabling automated, autonomous decision-making in supply chains?

Companies mentioned in this report include: Afresh, AutoScheduler.ai, Flexport, FourKites, Planet FWD and 50+ other retail-tech providers across categories, such as demand forecasting, ESG and warehousing.

Data in this report include: US supply chain management software market size forecasts; illustrations of AI-powered circular supply chains; and examples of sourcing strategy shifts by major retailers.

Other relevant research:

  • All our Retail-Tech Landscapes spotlighting innovators that are disrupting the retail industry
  • Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology.
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Reasons to Read

Understand what’s behind the latest slowdown in CPG e-commerce—and what it signals for future consumer demand.

Read this report to discover answers to these and other questions:

  • What caused the deceleration in CPG e-commerce growth after the July spike?
  • How did sales performance vary across food & beverages, health & beauty and general merchandise & homecare?
  • Why did beauty outperform other nonfood categories despite broader discretionary weakness?
  • What consumer behaviors are driving demand shifts in response to tariff concerns?
  • What should we expect for CPG growth in the next period—and will pulled-forward demand create future softness?

Data in this report include: e-commerce vs. in-store sales growth by department; category-level performance within food, beauty, and general merchandise; consumer sentiment on tariffs and shopping behavior.

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Reasons to Read

Understand how generative AI, first-party data and stack simplification are reshaping marketing technology in retail.

Read this report to discover answers to these and other questions:

  • Which 50 companies are shaping the future of MarTech across six key technology segments?
  • What is driving the projected $60.8 billion opportunity in the global retail MarTech market by 2026?
  • How is generative AI transforming marketing creativity, automation, and personalization at scale?
  • Why is first-party data becoming central to building trust and delivering high-performance campaigns?
  • How are retailers responding to MarTech stack complexity and the need for integration?

Companies mentioned in this report include: 50 global MarTech solution providers across data, content, personalization, automation, campaign optimization and media infrastructure.

Data in this report include: Global retail MarTech market size and growth rate.

Dive deeper into a subset of MarTech innovators in our forthcoming Innovator Matrix, which ranks MarTech vendors by market potential and level of innovation—this report publishes soon on stage.coresight.com.

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Reasons to Read

Welcome to Analyst Corner! Every Sunday, a member of the Coresight Research team discusses upcoming or recent research and their thoughts on interesting topics in their area of expertise.

This week, Manik Bhatia, Head of Custom Research, discusses key reasons why India is primed for a particularly blockbuster festive-sale season in 2025.

Analyst Corner also highlights our key research from the past week and upcoming reports to look out for, so you don’t miss out.

Other relevant research:

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Reasons to Read

Understand the latest shifts in UK retail store networks as openings edge ahead of closures.

Read this report to discover answers to these and other questions:

  • Which retailers contributed most to the increase in store closures this week—and why?
  • Which brands are continuing to expand, despite a challenging retail environment?
  • How do 2025 store openings and closures compare to 2024, and what are the key trends behind the year-over-year changes?

Companies mentioned in this report include: Apricot, Bershka, Boyes, Clintons, EE, Furniture Village, Holland & Barrett, Morrisons, Primark, Søstrene Grene, The Sleep Haven, Uniqlo and Yours Clothing.

Data in this report include: weekly totals of UK store closures and openings for 2025 and 2024; retailer-level breakdowns of announced versus confirmed closures/openings.

Other relevant research:

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Reasons to Read

Uncover which retailers are driving the surge in US store closures—and who’s still expanding.

Read this report to discover answers to these and other questions:

  • Which retailers led this week’s spike in store closures and new openings across the US?
  • How do 2025 store closure and opening trends compare to 2024—and what does the data reveal about retail health?

Companies mentioned in this report include: Aspen Sound, Beyond Yoga, Car Toys, Crocs, CTX Operating Company, Daiso, H-E-B, Knix, LEGO, Rural King, Subdued, Tapestry, TNS and Wawa.

Data in this report include: weekly totals of US store closures and openings for 2025 and 2024; retailer-level breakdowns of announced versus confirmed closures/openings; total store counts by retailer; total US retail bankruptcies year to date.

Other relevant research:

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Reasons to Read

Discover how India’s apparel and textile sector is leveraging AI, sustainability and market diversification to navigate global trade shocks and scale internationally.

Read this report to uncover answers to these and other key questions:

  • How are AI and data analytics transforming fashion design, sourcing and personalization to boost ROI and sustainability?
  • What innovations are driving technology adoption and AI integration across India’s fashion sourcing ecosystems?
  • How is Walmart’s Vriddhi program empowering MSMEs and expanding India’s export capabilities?
  • In what ways is sustainability becoming a core growth driver and market access requirement for Indian apparel and textiles?
  • How are Indian brands blending heritage with global quality standards to compete on the world stage?
  • What consumer trends and retail strategies are reshaping manufacturing, supply chains and global market positioning?

Companies mentioned in this report include: 23:23 Designs, Amazon, Anko Global, Bestseller India, Centric Brands, Flipkart, Grapevine Designs, Impulse International Pvt. Ltd., JCPenney, Jyoti Apparels, Lululemon Athletica, Masculino Latino, Milan Group India, Paragon Apparels, Rangsutra, Shein, Sourcenet Global, Walmart, We Go Fashions, Wildcraft, XYXX Apparels, Zalando and Zivame.

Data in this report include: AI-driven personalization impacts on sales and returns; MSME training and onboarding metrics; global textile waste and cotton production shares; tariff impacts on export orders; e-commerce penetration and internet user data; sourcing growth rates post-FTA; Australian fashion market preferences and seasonal dynamics.

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Reasons to Read

The Weekly US Consumer Sentiment Infographic series from Coresight Research provides a one-page data graphic on US consumers’ sentiment toward personal financial prospects and economic prospects.

Data in this infographic are:

  • US consumers’ expectations for the economy overall and for their own personal financial situation over the next 12 months—the latest six months of weekly trend data
  • Selected callouts on key changes and data points

Dive into the research behind this infographic: Sentiment Declines After Weeks of Gains; Plus, Beauty Shopping in Focus: US Consumer Survey Insights

Other relevant research:

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Reasons to Read

Understand how resilient retail sales are shaping up amid uncertainty around tariffs, inflation and consumer sentiment.

Read this report to discover answers to these and other questions:

  • What retail sales growth is forecasted through the rest of 2025 and into 2026, and what are the key drivers behind the projections?
  • How is the labor market, particularly labor force participation, influencing retail demand?
  • In what ways are shifts in disposable income, savings and consumer sentiment impacting spending?
  • What are the key upside and downside scenarios shaping the retail sector outlook for the second half of 2025?

Data in this report include: US retail sales forecasts; model-predicted vs. actual retail growth; labor force, wage, and inflation metrics; consumer sentiment and disposable income trends; housing market data.

Alongside this report, you can access the data behind key charts and tables in the Excel download above.

Other relevant research:

  • Coresight Research’s monthly reports keep you up to date on retail sales (in total and by sector) and key consumer indicators in the US.
  • All our coverage of tariffs
  • The US Retail Sales Databank features retail sales values and year-over-year growth, in total and by sector, by year and by month. This Databank is updated monthly.
  • The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. Our Weekly US Consumer Sentiment infographic series complements our survey reports with selected findings on consumers’ financial and economic expectations each week.
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