Reasons to Read

The 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: Sentiment; Tariff Perceptions; Inflation Reactions—Taking the Consumer Pulse on Essentials: US Consumer Survey Insights

Other relevant research:

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Reasons to Read

Discover where and how consumers are shopping, and how higher-income households are reshaping the back-to-school season—and what it means for retail strategy.

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

  • How are shoppers shifting their purchasing behavior across in-store, online, and hybrid channels like BOPIS?
  • Which retailer types and individual banners are winning—and why are mass merchandisers so far ahead?
  • What roles do online and in-store advertisements play in driving consumer decisions this BTS season?
  • How should retailers respond to changing income dynamics and a growing emphasis on convenience and product availability?

Companies mentioned in this report include: Walmart, Target, Amazon, TikTok, Temu, Shein, Old Navy, Foot Locker, Apple, Nordstrom, Dollar Tree, Dollar General, and over 60 others.

Data in this report include: BTS shopper preferences by channel and income; leading retailer rankings by shopper segment; retailer appeal by income and school level; top advertising and influence sources; key purchase decision drivers such as quality, price, and availability.

Other relevant research:

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Reasons to Read

Tariffs are no longer just a trade issue—they’re a resilience test. In today’s volatile environment, business-as-usual approaches are breaking down. It’s no longer enough to tweak sourcing or shift SKUs (stock-keeping units). Leading players are upgrading their entire playbook to compete, activating AI (artificial intelligence)-powered strategies that deliver agility across the retail value chain.

Success doesn’t come from adopting AI blindly—it requires a deliberate, strategic approach grounded in real business needs and long-term goals. Dive into this presentation from the event to uncover practical insights on how to make AI work smarter for your business.

In the webinar, we covered:

  • Why business-as-usual fails under tariff pressure, and what separates leaders from laggards
  • How to activate the AI-powered retail value chain, from procurement and supply chain to pricing and promotion
  • Strategic actions you can take now to build resilience and margin protection that lasts

The session was led by our Advisory Services team, who partner with retailers to navigate disruption through clear, data-backed strategies.

Learn more about our Advisory Services here.

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Reasons to Read

The Coresight Research weekly US Consumer Survey Insights series provides a unique weekly check on US consumers’ behaviors and sentiment, based on exclusive proprietary survey data.

This 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.

The latest data in this report are from our survey conducted on July 7, 2025.

Data in this research report are our latest proprietary survey findings, which include:

  • Whether consumers expect tariffs to impact them personally/the economy negatively or positively
  • Concerns and perceived benefits around new tariffs, and any changes to shopping behaviors as a result of new tariffs
  • Consumers’ perceptions of inflation, and its impact on their grocery and nongrocery shopping behaviors
  • Consumers’ expectations for the economy overall and for their personal financial situation
  • Which retailers consumers have bought food and nonfood products from in the last two weeks

Companies mentioned in this research report include: Aldi, Amazon, Costco, Dollar General, Kroger, Target, Walmart

Other relevant research:

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Reasons to Read

Uncover:

  • How widely shopped Prime Day 2025 was and how spending compared to 2024
  • Which categories US consumers purchased on Prime Day 2025
  • The strength of summer-related purchases and back-to-school purchases on Prime Day
  • Rates of shopping for other July sales events in US retail

Data in this research report include proprietary US consumer survey data on:

  • Intent to shop versus actual shopping rates, 2023–2025
  • Category-level shopping on Prime Day, 2025 vs. 2024
  • Purchase rates for summer-related and BTS (back-to-school) products during Prime Day
  • Rates of shopping other July 2025 sales events such as Walmart Deals

Companies mentioned in this report include: Amazon, Best Buy, Target, Walmart

Other relevant research:

  • All our coverage of Amazon’s Prime Day
  • Retailer DashboardAmazon
  • The Amazon Databank brings together a range of proprietary Coresight Research data on Amazon, with a focus on its US retail and marketplace operations.
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Reasons to Read

Get key highlights and strategic insights from a showcase of AI startups focused on AI model optimization, repair and correction, governance and compliance, in addition to solutions for AI-powered testing and enabling non-technical employees to receive business insights from data.

We profile six companies from a virtual showcase of AI startups on June 26, 2025, organized by the Israeli Economic Mission.

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Reasons to Read

We analyze US consumers’ expectations for the 2025 end-of-year holiday season and provide our early perspective on US retail’s potential performance during the holiday peak.

What are the most likely scenarios for holiday retail growth in 2025, and how might tariffs, inflation and macro uncertainty affect the outlook? Read this report to find out.

Data in this research report include proprietary US consumer survey findings:

  • Consumer sentiment—expectations for the economy overall and for their own personal financial situation over the next 12 months
  • Consumers’ spending expectations for the 2025 holiday season compared to last year
  • How consumers expect their financial situation in the holiday season to compare to now—overall and by income level
  • Holiday shopping preferences

Companies mentioned in this report include: Walmart, Costco, The TJX Companies, Shein, Temu

Other relevant research:

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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, John Harmon, Managing Director of Technology Research, discusses how agentic AI will change how we shop, and how retailers will need to respond.

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

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Reasons to Read

Our Weekly UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the UK. This week, we highlight store closures by TGJones, Watches of Switzerland and more.

This report presents data up to week 28 of 2025, ended July 11, 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: Lululemon Athletica, TGJones (formerly WHSmith high-street stores), The Original Factory Shop, Watches of Switzerland

Other relevant research:

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Reasons to Read

Our Weekly US Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the US.

This week, we highlight store developments by Nordstrom, Staples, Watches of Switzerland and more.

This report presents data up to week 28 of 2025, ended July 11, 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: Factory Mattress, Nordstrom, Scrub Pro Uniforms, Staples, Watches of Switzerland

Other relevant research:

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Reasons to Read

The Coresight Research monthly China Consumer Survey Insights series takes a regular temperature check on Chinese consumers’ behaviors and sentiment, based on exclusive proprietary survey data.

In this research report, we present findings from our latest weekly surveys, with the most recent undertaken on June 30, 2025. We spotlight a lift in consumers’ economic and financial outlooks amid the 6.18 shopping festival.

Data in this research report are:

  • Consumers’ expectations for economic conditions and personal finances in the next 12 months
  • How consumers’ financial situation now compares to 12 months ago
  • Activities that consumers have done in the past two weeks
  • What products consumers have bought in-store and online in the last two weeks

Other relevant research:

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Reasons to Read

The 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)

This week, we reveal declines in net financial and economic sentiment amid expectations of the 90-day tariff pause ending (though this has been delayed from July 9, 2025, to August 1, 2025). The latest data in this infographic are from our survey conducted on June 30, 2025.

Other relevant research:

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Reasons to Read

The Coresight Research weekly US Consumer Survey Insights series takes a regular temperature check on US consumers’ behaviors and sentiment, based on exclusive proprietary survey data.

The latest data in this report are from our survey conducted on June 30, 2025, with headline findings on shifts in net financial and economic sentiment amid expectations of the 90-day tariff pause ending (though this has been delayed from July 9, 2025, to August 1, 2025).

In addition to our usual weekly findings on consumer sentiment, activities and shopping patterns, we dive into data on clothing, apparel accessories and footwear shopping specifically. Uncover popular retailers, brands and product categories.

Data in this research report are our latest proprietary survey findings on:

  • Consumers’ expectations for the economy overall and for their own personal financial situation—plus, breakdowns of our findings by income
  • Popular retailers and product categories among apparel and footwear shoppers
  • Where consumers have bought food and nonfood products from in the last two weeks
  • What consumers have bought in-store and online in the last two weeks
  • Activities that consumers have done in the past two weeks

Companies mentioned in this research report include: Adidas, Amazon, NIKE, Target, Walmart

Other relevant research:

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Reasons to Read

In our latest coverage of Amazon’s Prime Day 2025 and competing events, uncover:

  • How membership tiers are playing a role across a number of summer shopping events
  • How retailers are battling for share in the festivalizing of summer retail
  • Why July 2025 promotional events are playing into how consumers want to shop
  • How retail media dovetails with promotional events
  • How summer shopping events can impact returns

Companies mentioned in this report include: Amazon, Best Buy, Target, TikTok, Walmart

Other relevant research:

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