Deep DiveSentiment, Tariffs and Inflation—How Is the US Shopper Reacting? US Consumer Survey Insights Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research August 12, 2025 Reasons to ReadThis week, in addition to our usual weekly findings on consumer sentiment, activities and shopping patterns, we assess our monthly metrics on the expected impact of tariffs, and perceptions of, and responses to, inflation. Read this report to uncover answers to these and other questions: How has consumer financial and economic sentiment evolved amid new reciprocal tariffs? In what ways are perceptions of tariff impacts influencing consumer shopping behavior? How are consumers adapting to inflation, and what trade-down strategies are emerging in food and nonfood categories? Which retailers and product categories are capturing consumer spend in this polarized environment? The latest data in this report are from our survey conducted on August 4, 2025. Data in this research report include: Consumer sentiment trends by income; perceptions of tariffs and their personal/economic impacts; inflation-driven trade-down behaviors in food and nonfood; retailer and category-level shopping patterns; and weekly versus rolling-average sentiment comparisons. Companies mentioned in this report include: Albertsons Company, Amazon, Costco, Dollar General, Dollar Tree, eBay, Kohl’s, Kroger, Macy’s, The TJX Companies and Walmart. Other relevant research: US Holiday 2025: Early Outlook—Improving Signals, But Will It Last? Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:US Beauty Retailing: Themes, Concepts and Innovators—Personalization, Tech Integration and Wellness To Drive ChangeWeekly US and UK Store Openings and Closures Tracker 2025, Week 3: Joann Files for Bankruptcy Again as US Closures Cross 2,000Retail-Tech Landscape: Retail MediaSentiment Dives, Tariff Pessimism Deepens, Reactive Shopping Entrenches: US Consumer Survey Insights
Deep DiveUS Grocery Retailing—Real Estate Insights: Value and Specialty Grocers Drive Polarized Expansion Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research August 12, 2025 Reasons to ReadIn the US, the grocery real estate market is becoming increasingly polarized, with physical expansion concentrated at the extremes: Value-focused retailers, such as discounters and dollar stores, continue to grow aggressively, while fresh-format and specialty grocers are scaling up to serve shoppers seeking fresher, healthier offerings. In contrast, traditional grocers have seen stagnation or contractions in their store footprint. Ahead of our 2025 Market Navigator on US grocery retailing, we explore the key real estate trends and themes we are watching in the space, including the polarization in openings, tighter real estate supply leading to lower vacancy rates and higher rents, and Amazon’s push into the physical grocery space, among others. Data in this research report include: Total sales for the US grocery market, 2020–2029E Store counts and footprint CAGRs of major grocery retailers in the US, June 2021–June 2025 Total store openings and closures for the entire US grocery sector, 2019–2025 YTD Visit share of grocery retail segments in the US, 1Q21–1Q25 Companies mentioned in this report include: Aldi, Amazon, Costco Wholesale Club, Dollar General, Dollar Tree, Grocery Outlet, Sprouts Farmers Market, Trader Joe’s and Walmart. Other relevant research: Market Navigator: US Grocery Retailing—Igniting Unit Growth in a Low-Inflation Environment US Grocery Retailing—Themes, Concepts and Innovators: Opportunities Ahead Amid Increased Market Concentration US Grocery—Retail 2025 Sector Outlook: Volume Growth Headwinds To Continue Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Purchase this report. Buy Now This document was generated for Other research you may be interested in:Leveraging Digital Services, AI and Quick Commerce for Competitive Advantage: Global Learnings for US Retail and E-CommerceUS Drugstore and Pharmacy Retailing: Themes, Concepts and Innovators—Rightsizing for Relevance; Smaller Footprints for a Bigger ImpactThe Evolving Supply Chain Landscape: Tariffs, Holiday 2025, and What’s Next: Insights Presented by Deborah Weinswig at The Lead SummitGlobal Tech and Retail Layoffs in 2025: Structural or Cyclical?
Insight ReportThree Months to Singles’ Day 2025: Simplified Promotions, Government Support and Payment Ecosystem Convergence To Fuel Growth Sophie Anne Luo, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research August 11, 2025 Reasons to ReadDiscover how simplified promotions, state-backed subsidies and payment ecosystem integration are set to redefine Singles’ Day 2025 and reshape China’s e-commerce landscape. Read this report to discover answers to these and other questions: How are leading platforms simplifying promotions to boost transparency, trust and conversion rates during Singles’ Day 2025? What scale of government stimulus funding is being deployed, and how will subsidies for big-ticket items drive festival sales? How will the convergence of e-commerce platforms and payment ecosystems create a seamless checkout experience and expand consumer reach? Companies mentioned in this report include: Alibaba, Alipay, Apple, Douyin, Ele.me, Fujifilm, Insta360, JD.com, Kuaishou, Meituan, Pinduoduo, Taobao, Tmall, Tencent and WeChat. Data in this report include: annual e-commerce GMV growth by platform type; year-over-year sales growth for subsidized categories; consumer demographics for WeChat Pay integration; cross-border transaction trends. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Innovator Profile: PlayAbly—Creating Engaging, Branded Experiences with AI-Powered Shoppable GamesRetail 2025: 10 Trends in Retail TechnologyWalmart Investment Community Meeting 2025: From Low-Margin Retailer to Diversified, Digital Profit Engine, But Tariffs Create UncertaintyFinancial Sentiment Improves; Plus, Online Shopping in Focus: US Consumer Survey Insights
Market Navigators/Market OutlookUS Grocery Retailing—Themes, Concepts and Innovators: Opportunities Ahead Amid Increased Market Concentration Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research August 11, 2025 Reasons to ReadDespite the collapse of the Kroger-Albertsons merger, market concentration in the US grocery sector is likely to rise over the coming years, especially among regional chains. Dive into the reasons behind this and other major themes in the US grocery market, as well as the technologies and innovators set to shake up the space. Ahead of our 2025 Market Navigator on US grocery retailing, we explore the key trends and themes we are watching in the space, our blue-sky thinking and the retail innovators we are watching. Read this report to discover answers to these and other questions: In what ways will major retailers evolve into full-stack grocery platforms by 2030? How will demographic shifts—such as an aging population and rising diversity—transform grocery demand and store formats? What is driving Amazon’s renewed push into the grocery sector, and how will it compete on price and convenience? Why are grocery discounters and dollar stores intensifying sector-wide margin pressure, and how are traditional grocers responding? What will be the impact of recent changes to the Supplemental Nutrition Assistance Program (SNAP)? Data in this report include: US grocery discount channel and total grocery market sales and sales projections; private-label versus name brand grocery sales growth and penetration rates; selected retailers’ store counts over time; demographic and household composition forecasts; competitive positioning of grocery discounters; in-store retail media adoption and capabilities. Companies mentioned in this report include: Ahold Delhaize, Albertsons, Aldi, Amazon, Dollar General, Kroger, Lidl, Publix, Save A Lot, Sprouts Farmers Market and Walmart. Other relevant research: Market Navigator: US Grocery Retailing—Igniting Unit Growth in a Low-Inflation Environment Grocery Retailing—US Real Estate Insights: Value and Specialty Grocers Lead Store Expansion as Traditional Retailers Lag Behind US Grocery—Retail 2025 Sector Outlook: Volume Growth Headwinds To Continue Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Purchase this report. Buy Now This document was generated for Other research you may be interested in:Head-to-Head in US Warehouse Club Retailing: Costco vs. Sam’s ClubSingles’ Day 2025: Three Trends To Look For as AI Moves Center StageShoptalk Spring 2025—Our Takeaways: Coresight Research Premium Subscriber Call, April 2025Analyst Corner: Can Technology Adoption Decelerate the Store Closure Trend? Three Recommendations from Manik Bhatia
Analyst CornerAnalyst Corner: Wayfair Turns a Profit for the First Time in Four Years—Four Drivers of Its Performance, with Madhav Pitaliya Madhav Pitaliya, Analyst August 10, 2025 Reasons to ReadWelcome 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, Madhav Pitaliya, Analyst, discusses the key drivers and trends that drove the recent performance of online home-goods retailer Wayfair, in which it turned a quarterly profit for the first time since 2021. 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: Read previous Analyst Corner reports, including last week’s report, which discusses the “push and pull” effect we are witnessing, whereby digital channels are adding greater convenience as physical stores lose some of their competitive edge around convenience, service and immediacy. Economic Sentiment Climbs; Walmart Overtakes Lowe’s in Home-Improvement Sector: US Consumer Survey Insights US Home and Home Improvement—Retail 2025 Sector Outlook: A Modest Recovery with a Focus on Pro See all our coverage of digital commerce and physical commerce. Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for Other research you may be interested in:Analyst Corner: All Things Tech at Shoptalk Spring 2025 with John HarmonInnovator Profile: Palate—Agile, Authentic Product Feedback for Better Food InnovationEssential Guide to Shoptalk Spring 2025: Navigating the Future of Customer-Centric Retail with AI and Unified CommerceConsumer Sentiment Flatlines Ahead of Big Tariff Reveal; Plus, Mass Merchandisers and Wholesale Clubs in Focus: US Consumer Survey Insights
Store TrackerWeekly UK Store Openings and Closures Tracker 2025, Week 32: Co-op Opens New-Format Micro Store Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research August 8, 2025 Reasons to ReadOur Weekly UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the UK. This week, we highlight store openings and closures by Co-op, Sleep.8, Frasers Group, Mountain Warehouse, Next and more. This report presents data through week 32 of 2025, beginning August 4, 2025. Data in this research report include: Week-by-week comparisons of announced store closures and openings in the UK—2025 vs. 2024 Major UK store closures and openings—2025 and 2024 Companies mentioned in this report include: Co-op, Frasers Group, Lucy & Yak, Mountain Warehouse, Next, Pop Mart and Sleep.8 Other relevant research: The full collection of Store Tracker reports, including our US-focused series The US and UK Store Tracker Databank is the definitive resource for information on store openings and closures by sector in the US and UK retail industries. The Corporate and Financial Developments Databank includes details of management changes, financial guidance updates, retail and tech layoffs and capital raised by major retail companies. The Retail Bankruptcies Databank details bankruptcies of US and UK retail companies, restaurants and gyms since March 2020. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Analyst Corner: Big Tech’s AI Application and Computing-Power Arms Race, with Charlie PoonPutting the “AI” in “Airlines”: Insights from CES 2025Weekly US Store Openings and Closures Tracker 2025, Week 12: Forever 21 To Close All Stores; Dollar General Announces Major Store Expansion PlanWeekly UK Store Openings and Closures Tracker 2025, Week 37: Bodycare Enters Administration and Closes Stores
Store TrackerWeekly US Store Openings and Closures Tracker 2025, Week 32: Claire’s Files for Bankruptcy—Potentially 1,137 Stores To Close Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research August 8, 2025 Reasons to ReadOur Weekly US Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the US. This week, we cover the impacts of Claire’s bankruptcy, with potentially 1,100+ stores to close. This report presents data through week 32 of 2025, beginning August 4, 2025. Data in this research report include: Week-by-week comparisons of announced store closures and openings in the US—2025 vs. 2024 Major US store closures and openings—2025 and 2024 Major US retail bankruptcies—2025 and 2024 Companies mentioned in this report include: At Home, Claire’s, Mattress land, Sleep Number, Murphy, Publix Super Markets, Apple, LEGO, The Paper Store and Walmart Other relevant research: The full collection of Store Tracker reports, including our UK-focused series The US and UK Store Tracker Databank is the definitive resource for information on store openings and closures by sector in the US and UK retail industries. The Corporate and Financial Developments Databank includes details of management changes, financial guidance updates, retail and tech layoffs and capital raised by major retail companies. The Retail Bankruptcies Databank details bankruptcies of US and UK retail companies, restaurants and gyms since March 2020. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:What Can Retailers Learn from Shein and Temu?: Insights Presented at RLC Global Forum 2025US Apparel & Footwear Retailing—Themes, Concepts and Innovators: AI, Value, GLP-1 and More To Drive Apparel TransformationThe Evolving Supply Chain Landscape: Tariffs, Holiday 2025, and What’s Next: Insights Presented by Deborah Weinswig at The Lead SummitWeekly UK Store Openings and Closures Tracker 2025, Week 49: Claire’s Closes 150 Stores; Oliver Bonas To Open 20 Stores
InfographicThree Data Points We’re Watching This Week, Week 32: US Store Tracker Extra John Mercer, Head of Global Research and Managing Director of Data-Driven Research August 8, 2025 Reasons to ReadOur Three Data Points We’re Watching This Week series spotlights key data points from our research. Discover selected data insights from Coresight Research. This week, we focus on US store data. Dive into the research behind these data points: US Store Tracker Extra, July 2025: 127 Million Square Feet of Retail Space To Close, Outpacing Openings by 60% Other relevant research: View our full collection of store tracker reports, covering the UK, the US and Canada. The US and UK Store Tracker Databank All graphics in the Three Data Points series This document was generated for Other research you may be interested in:China Singles’ Day 2025 Insights: Participation Rises but Spending Becomes More Selective Amid Tariffs, Value-Seeking and Platform ShiftsUS CPG Sales Tracker: Beauty and Food Drive E-Commerce Growth; Discretionary Categories ReboundWalmart Investment Community Meeting 2025: From Low-Margin Retailer to Diversified, Digital Profit Engine, But Tariffs Create UncertaintyMarch 2025 US Retail Sales: Retail Sales Rebound Amid Tariff Concerns
InfographicFinancial Sentiment At Highest Level Year to Date: Weekly US Consumer Sentiment, Week 32, 2025—Infographic Coresight Research August 7, 2025 Reasons to ReadThe Weekly US Consumer Sentiment infographic series from Coresight Research takes a regular temperature check on US consumer sentiment in the context of shifts in the macroeconomic landscape. Data in this infographic are proprietary survey findings on: US consumers’ expectations for the economy overall and for their own personal financial situation over the next 12 months Sentiment trends by income (selected insights) Dive into the research behind this infographic: Economic Sentiment Turns Positive Ahead of Tariff Deadline; Plus, Department Store Shopping in Focus: US Consumer Survey Insights Other relevant research: All Weekly US Consumer Sentiment infographics (The series launched in early March 2025.) The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:The CORE 3.0 Framework for Artificial Intelligence in RetailHow Will Tariffs Impact China’s Singles’ Day 2025? Six Months To Go—What Brands and Retailers Need to KnowRetail Shrink and ORC: Cargo Theft Hits Record Levels in the US, Retail Crime Costs Soar in the UKGroceryshop 2025 Day Two: Unlocking Growth with AI, GLP-1 Shifts and Retail Media
Event PresentationDisrupting Retail: Lessons from SHEIN and TEMU on Redefining Consumer Engagement and Supply Chain Innovation Max Kahn, President August 6, 2025 Reasons to ReadOn August 6, 2025, Maxwell Kahn, President of Coresight Research, presented at SACSC Congress 2025 in Cape Town, South Africa. The annual event, hosted by the South African Council of Shopping Centres, brought together senior leaders across retail, real estate and consumer goods to explore the forces transforming the global retail landscape. During his presentation, Kahn shared insights on the rise of ultra-fast fashion platforms—and how companies like Shein and Temu are disrupting traditional retail through agile supply chains, digital-native marketing and real-time consumer engagement. We explored how these fast-scaling models are reshaping the industry and what they mean for the future of retail in both global and African markets. We sought to answer three key questions to help businesses understand and navigate this disruption: What lessons can be learned from the success of Shein and Temu? How are these companies redefining supply chain speed, personalization and scalability? What are the implications for retailers and brands operating in today’s rapidly evolving market? This presentation also touches on AI (artificial intelligence), data-driven operations, platform economics, demand forecasting, localized fulfillment and strategies for innovation and growth in a competitive retail environment. Relevant research: What Can Retailers Learn from Shein and Temu?: Premium Subscriber Call, February 2025 Retail 2025: 10 AI Trends—An Inflection Point in the GenAI Revolution US and China E-Commerce—Retail 2025 Sector Outlook: Online Sales To Maintain Strong Growth Momentum More research on e-commerce and the supply chain Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Weekly US Store Openings and Closures Tracker 2025, Week 33: FatFace To Close All Stores; 7-Eleven Announces Major Store Expansion2026 Sector Outlook: US Drugstore Retailing—Strong Volume Growth Amid Margin PressureNextGen 2025 Highlights: Coresight Research Premium Subscriber Call, July 2025Retail 2025: 10 Trends Shaping the Retail Media Market
Store TrackerUS Store Tracker Extra, July 2025: 127 Million Square Feet of Retail Space To Close, Outpacing Openings by 60% Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research August 6, 2025 Reasons to ReadIn July 2025, announced store closures by At Home, Ace Hardware and Save A Lot pushed the total amount of retail space to close in the US this year to 127 million square feet, Coresight Research calculates. Dive into US retailers’ latest store closure and opening announcements, as well as the square-footage impacts of these developments, with our monthly US Store Tracker Extra series. In this report, we offer insights into announced developments as of August 1, 2025. Data in this report are: Year-to-date (YTD) US store closures and openings estimates for 2025 and 2024, by retailer—total number of store closures/openings and their square-footage impact US announced store closures and openings: week-by-week data for 2025 versus the comparable period in 2024 US retail bankruptcies, 2025 vs. 2024 Companies mentioned in this report include: Alimentation Couche-Tard, Aritiza, At Home, Daiso, Tractor Supply, Watches of Switzerland and Whole Foods Market. Other relevant research: More research reports on physical retail View our full collection of store tracker reports, covering the UK, the US and Canada. The Coresight Research US and UK Store Tracker Databank is the definitive resource for information on store openings and closures by sector in the US and UK retail industries. The Retail Bankruptcies Databank details bankruptcies of US and UK retail companies, restaurants and gyms since March 2020. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Consumer Sentiment Steadies: Weekly US Consumer Sentiment, Week 13, 2025—InfographicRolling Metric Declines This Week: Weekly US Consumer Sentiment, Week 34, 2025—InfographicThree Data Points We’re Watching This Week, Week 17: US Retail and Consumer LatestInnovator Profile: GrocerAI—Delivering Fast, Personalized Grocery Baskets with Agentic AI
Deep DiveEconomic Sentiment Turns Positive Ahead of Tariff Deadline; Plus, Department Store Shopping in Focus: US Consumer Survey Insights Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research August 4, 2025 Reasons to ReadUnderstand how US consumer sentiment and department store shopping behaviors are evolving amid economic uncertainty. Read this report to uncover answers to these and other questions: How is financial and economic sentiment shifting across income groups, and what’s driving these changes? What does the latest data reveal about Kohl’s and Macy’s dominance—and other department stores gaining momentum—in department store retail? Which product categories are gaining or losing share in department store shopping, and what does that say about consumer priorities? Data in this research report include: Consumer sentiment by income group and week; department store shopper penetration by retailer and category; department store trends including purchase rates and retailer popularity. Companies mentioned in this report include: Albertsons Companies, Amazon, Costco, Dollar General, Dollar Tree, eBay, JCPenney, Kohl’s, Kroger, Macy’s, Neiman Marcus, Nordstrom, Saks Fifth Avenue, The TJX Companies and Walmart. Other relevant research: US Holiday 2025: Early Outlook—Improving Signals, But Will It Last? Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Shoptalk Fall 2025 Day One: Building Resilience Through Agility, AI and Authentic Connections to Thrive in Volatile TimesNew Technologies to Drive Retailer-Supplier Collaboration: Insights Presented at NACDS Annual Meeting 2025Holiday 2025 Survey Insights: Discount Retailers Dominate Top 10 as Government Shutdown ImpactsEarnings Insights 1Q25, Week 5: BJ’s Wholesale Club and Home Depot Report Sales Growth; Target Reports Sales Decline—Infographic
Analyst CornerAnalyst Corner: The Shifting “Friction Gap” Between Stores and E-Commerce Is Benefitting Digital Channels, with John Mercer John Mercer, Head of Global Research and Managing Director of Data-Driven Research August 3, 2025 Reasons to ReadThis week, John Mercer, Head of Global Research and Managing Director of Data-Driven Research, discusses the “push and pull” effect we are witnessing, whereby digital channels are adding greater convenience as physical stores lose some of their competitive edge around convenience, service and immediacy. 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: Read previous Analyst Corner reports, including last week’s report, which discusses the ways in which Labubu, a palm-sized toy, has become the current “it item” globally, and what its popularity with younger generations reveals about the current retail landscape. Retail 2025: UK Retail Predictions—Midyear Trends Update See all our coverage of digital commerce and physical commerce Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for Other research you may be interested in:Earnings Insights 1Q25, Week 5: BJ’s Wholesale Club and Home Depot Report Sales Growth; Target Reports Sales Decline—InfographicAnalyst Corner: Wayfair Turns a Profit for the First Time in Four Years—Four Drivers of Its Performance, with Madhav PitaliyaHoliday Shopping Starts in the Summer: Tariffs Trigger Ultra-Early Holiday Shopping in 2025—Data GraphicThree Data Points We’re Watching This Week, Week 32: US Store Tracker Extra
Insight ReportChina’s 6.18 Shopping Festival 2025: Promotion Rules Simplified, Extended Festival Duration and Governmental Strategies Sophie Anne Luo, Analyst August 1, 2025 Reasons to ReadDiscover how China’s 6.18 Shopping Festival 2025 is reshaping e-commerce strategy and consumer behavior. Read this report to discover answers to these and other questions: How are simplified promotion rules transforming the shopping experience and boosting consumer trust? What impact does the extended festival duration have on sales patterns and buyer engagement? How are government trade-in programs and subsidies fueling consumption and shaping retailer strategies? Companies mentioned in this report include: Apple, Douyin, Fujifilm, Insta360, JD.com, Kuaishou, Pinduoduo, Taobao and Tmall. Data in this report include: year-over-year sales growth rates by platform; parcel volume growth across festival phases; timing of festival periods by platform; key performance metrics from JD.com and Tmall (brand expansion, order volumes and GMV growth); government subsidy impacts on category sales. Other relevant research: Read the full series of China Consumer Survey Insights reports. The Coresight Research China Retail Sales Databank brings together retail sales data to help you understand the trajectory of retail in China. Key Festivals and Holidays for Promotional Campaigns in China in 2025: Calendar More research reports on China retail Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:US CPG Sales Tracker: In-Store Sales Recover; Beauty Leads Growth; Online Grocery Remains StrongPutting the “AI” in “Airlines”: Insights from CES 2025Innovator Profile: PlayAbly—Creating Engaging, Branded Experiences with AI-Powered Shoppable GamesSeasonal Shopping, 1Q25—Expectations for Valentine’s Day and Presidents’ Day: US Consumer Survey Insights Extra
Store TrackerWeekly UK Store Openings and Closures Tracker 2025, Week 31: Greggs Opens More than 60% of Its Announced Store Openings Aaron Mark Dsouza, Data Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research August 1, 2025 Reasons to ReadOur Weekly UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the UK. This week, we highlight store openings and closures by Greggs, Pandora, Victoria’s Secret, Walgreens Boots Alliance and more. This report presents data up through week 31 of 2025, beginning July 28, 2025. Data in this research report include: Week-by-week comparisons of announced store closures and openings in the UK—2025 vs. 2024 Major UK store closures and openings—2025 and 2024 Companies mentioned in this report include: Greggs, Jollyes, LEGO, Pandora, Pureseoul, Smiggle, The Works, Victoria’s Secret and Walgreens Boots Alliance. Other relevant research: The full collection of Store Tracker reports, including our US-focused series The US and UK Store Tracker Databank is the definitive resource for information on store openings and closures by sector in the US and UK retail industries. The Corporate and Financial Developments Databank includes details of management changes, financial guidance updates and capital raised by major retail companies. The Retail Bankruptcies Databank details bankruptcies of US and UK retail companies, restaurants and gyms since March 2020. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Innovator Profile: ReFiBuy—Solving Research-Find-Buy E-commerce Challenges with Agentic AIEarnings Insights 1Q25, Week 3: E-Commerce Sees Solid Results as Amazon, Coupang, Zalando and More Report Growth—InfographicWeekly UK Store Openings and Closures Tracker 2025, Week 16: B&M and Tesco Provide Store-Opening PlansMarch 2025 US Retail Sales: Retail Sales Rebound Amid Tariff Concerns
