Company ProfileWayfair, Inc. (NYSE: W) Company Profile Madhav Pitaliya, Analyst August 12, 2025 Reasons to ReadCoresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content: Countries of operation and key product categories Annual metrics—including revenues, operating margin and global store numbers Our insights into the company’s operations, including consideration of headwinds and tailwinds Business strategy Recent company developments The company’s current management team Click here to see our full Coresight 100 list and related reports. 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:Kering and L’Oréal Announce €4 Billion Strategic Partnership—Multibrand Luxury and Beauty Firms Playing To Their StrengthsRolling Metric Declines This Week: Weekly US Consumer Sentiment, Week 34, 2025—InfographicGlobal Outreach Summit 2025 Insights: India’s Digital Leap in Apparel Sourcing and SustainabilityFinancial Optimism Falls to Lowest Recorded Level: China Consumer Survey Insights
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:Weekly US Store Openings and Closures Tracker 2025, Week 45: Bed Bath & Beyond Home Continues To Open StoresFinancial Confidence Improves: Weekly US Consumer Sentiment, Week 25, 2025—InfographicJune 2025 US Retail Sales: Sales Expansion Remains Resilient as Most Sectors Post Positive GrowthAgentic Commerce: What Retailers Need to Know for Holiday 2025 and to Succeed in 2026—Premium Subscriber Call, October 2025
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:Highlights from NextGen 2025: Retail, Real Estate & the New Consumer—InfographicEarnings Insights 1Q25: Wrap-Up—Growth Outpaces Declines Across Most SectorsThree Data Points We’re Watching This Week, Week 27: US Retail Faces HeadwindsThe Changing Consumer: Insights Presented by Deborah Weinswig at YPO Retail CEO Summit
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:Consumer Confidence Rebounds in October: China Consumer Survey InsightsEarnings Insights 1Q25, Week 2: Adidas, CVS, Sprouts and More Report Solid Sales Growth—InfographicInnovator Profile: ReFiBuy—Solving Research-Find-Buy E-commerce Challenges with Agentic AIThree Data Points We’re Watching This Week, Week 18: What US Consumers Think About Tariffs—Update
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:Weekly UK Store Openings and Closures Tracker 2025, Week 25: Debenhams To Open Stores; Poundland To Close 68 StoresUS CPG Sales Tracker: E-Commerce Sustains Double-Digit Growth Rate; In-Store Sales Expansion SlowsWhat Can Retailers Learn from Shein and Temu?: Insights Presented at RLC Global Forum 2025Head-to-Head in US Department Stores: Kohl’s vs. Macy’s
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:Innovator Profile: Chimeable—Generating Authentic Reviews and Scaling User Videos Through Social Media SyndicationRetail Crime and Shrink: Facial Recognition Tech Gains Ground; Shoplifting Climbs 13% in EnglandUS Store Tracker Extra, March 2025: US Total Closed Retail Space Exceeds 100 Million Square FeetEarnings Insights 2Q25: Wrap-Up—Most Companies See Sales Improvement Despite Tariff Concerns
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:Sustained Stimulus Measures Give Rise to Consumer Optimism: China Consumer Survey InsightsAnalyst Corner: US Consumer Sentiment Varies by Age and Income—Uncovering Demographic Trends, with Aditya KaushikRetail-Tech Landscape: Supply Chain TechnologyHigh-Income Consumers Drive Uptick in Financial Optimism: Weekly US Consumer Sentiment, Week 22, 2025—Infographic
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:Innovator Profile: Big Sur AI—Boosting Brands’ Profitability with Commerce-First AI AgentsFinancial Sentiment Turns Negative: Weekly US Consumer Sentiment, Week 11, 2025—InfographicHoliday 2025: Navigating Social Commerce—Top Strategies for Maximizing Engagement This Holiday SeasonWho Shops Where? 2025 Shopper Demographics: US Consumer Survey Insights Extra
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:Highlights from NextGen 2025: Retail, Real Estate & the New Consumer—InfographicHigh-Income Consumers’ Financial Sentiment Reaches New Peak; Facebook Slumps in Social Commerce: US Consumer Survey InsightsAdapting to Tariff Pressures: Strategies for Retail SuccessConfidence and Couture—Consumer Sentiment Ticks Up, Gucci Leads in Luxury: US Consumer Survey Insights
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:Market Outlook: US Convenience Store Retailing—Charting New Paths Through Structural HeadwindsChinese New Year 2025 Review: From Shopping to Screens—How Younger Consumers Boosted Spring Festival SpendingRolling Metric Improves This Week: Weekly US Consumer Sentiment, Week 41, 2025—Data GraphicAmazon Prime Day 2025 Evolves into a Retail Ecosystem: Five Insights on a Transforming Midyear Sales Season
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:Positivity About Personal Finances Continues; Walmart Leads Mass Merchandisers and Warehouse Clubs: US Consumer Survey InsightsThree Data Points We’re Watching This Week, Week 11: US CPG E-Commerce LatestEarnings Insights 1Q25: Wrap-Up—Growth Outpaces Declines Across Most SectorsConsumer Sentiment Flatlines Ahead of Big Tariff Reveal; Plus, Mass Merchandisers and Wholesale Clubs in Focus: US Consumer Survey Insights
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:Putting the “AI” in “Airlines”: Insights from CES 2025Singles’ Day 2025: Three Trends To Look For as AI Moves Center StageInnovator Profile: MUSE Inc.—Transforming Retail Operations with Intelligent Store RobotsBlack Friday 2025 Around the World: Global Retail Observations
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:High Earners Drive Economic Sentiment Higher: Weekly US Consumer Sentiment, Week 35, 2025—InfographicFlipkart Big Billion Days 2025: Sales-Tax Cuts To Drive Strong Consumer DemandAmazon Apparel US Consumer Survey 2025: New Shoppers, Deeper Loyalty—InfographicThe CORE 3.0 Framework for Artificial Intelligence in Retail
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:Store Tracker Extra: UK Store Openings and Closures—2024 Review and 2025 OutlookInnovator Profile: Shopeaks—Transforming Social Media Monetization with Personalized StorefrontsShoptalk Fall 2025 Wrap-Up: Driving Retail Forward—AI, Agility, Loyalty and Leadership in Volatile TimesIntroducing the New Tech 25 for ’25: Retail-Tech Companies To Watch
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:July 2025 US Retail Sales: Growth Accelerates to Second-Highest Rate YTD, Supported by Prime DayUS CPG Sales Tracker: E-Commerce Sustains Double-Digit Growth Rate; In-Store Sales Expansion SlowsShoptalk Spring 2025 “Shark Reef” Startup Pitch: Event Format and CompetitorsPositivity About Personal Finances Continues; Walmart Leads Mass Merchandisers and Warehouse Clubs: US Consumer Survey Insights
