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Our quarterly US Retail Inventory Insights series analyzes retail inventory data.

In this report, we present inventory turnover ratios by sector and for selected major retailers in the first quarter of 2025 (1Q25). Dive into key commentary on inventory trends, planning and challenges, and discover the answers to the following questions:

How are leading retailers adapting their inventory strategies to navigate tariffs, margin pressures and supply chain disruption?
What drove divergent inventory turnover trends across retail sectors, and which categories saw the biggest shifts?
What role is AI (artificial intelligence) playing in enhancing inventory visibility and operational efficiency for some retailers?

We analyze inventory levels across 11 sectors: beauty, department stores, discount stores, drugstores, electronics, food and grocery, home and home-improvement, luxury, mass merchandisers, specialty apparel, and warehouse clubs.

The companies featured in this series are among those listed in the Coresight 100.

Data in this report include:

Inventory turnover ratios by quarter (for the latest quarter and the prior eight quarters)
Year-over-year changes in inventory values of covered US retailers for the latest quarter and the prior quarter

Companies mentioned in this report include: American Eagle Outfitters, Aritzia, Bath & Body Works, Costco, Dollar Tree, The Home Depot, Kohl’s, Kroger, Lowe’s Companies, Macy’s, Tapestry, Target, The TJX Companies, Ulta Beauty, Walmart

Other relevant research:

Read the previous report in the series, which looks at 4Q24.
Discover more research reports on retail management and supply chain

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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 Gardner White, Kroger and more, as well as the appointment of a new Chief Financial Officer at Ahold Delhaize.

This report presents data up to week 26 of 2025, ended June 27, 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: Ahold Delhaize, Gardner White, Lidl, Kroger

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 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.

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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 New Look and River Island, among other developments, as well as the announcement of a new Chief Commercial Officer at Asda.

This report presents data up to week 26 of 2025, ended June 27, 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: Asda, Farmfoods, New Look, Poundland, River Island

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.

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Our Three Data Points We’re Watching This Week series spotlights key data points from our research.

Discover key data points we are watching in week 26 of 2025. This week, we present highlights from our US consumer survey analysis, covering financial optimism, and off-price and dollar-store shopping.

Dive into the research behind these data points: Financial Confidence Reaches Five-Month High; TJX Dominates Off-Price Retail; Dollar Tree Leads Dollar Stores: US Consumer Survey Insights

Other relevant research:

The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys.
All graphics in the Three Data Points series

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On June 3–4, 2025, Coresight Research attended Amazon’s two-day inaugural Prime Analyst Day in its Seattle, Washington, headquarters and toured a same-day fulfillment facility.

How is Amazon redefining Prime as a high-value membership platform rather than just a shipping perk?
What is the new Alexa+ offering and why is it a potential game-changer?
What did the company have to say about “Buy with Prime”?
What technologies are driving Amazon’s same-day fulfillment operations to new levels of speed and efficiency?

Dive into key highlights and strategic insights from our experience to discover the answers to these questions. We detail key focus areas in Prime membership benefits and offer our impressions of the fulfillment center.

Other relevant research:

All our coverage of Amazon’s Prime Day
Retailer Dashboard: Amazon
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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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 point to continued improvement in consumers’ financial outlook, with expectations reaching a five-month high. The latest data in this infographic are from our survey conducted on June 16, 2025.

Dive into the research behind this infographic: Financial Confidence Reaches Five-Month High; TJX Dominates Off-Price Retail; Dollar Tree Leads Dollar Stores: US Consumer Survey Insights

Accompanying this infographic is a research video. Hear from John Mercer, Head of Global Research and Managing Director of Data-Driven Research, on the trends we are seeing in US consumer sentiment.

Other relevant research:

All Weekly US Consumer Sentiment infographics (The series launched in early March 2025.)
Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys.

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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.

This week, in addition to our usual weekly findings on consumer sentiment, activities and shopping patterns, we dive into findings on off-price and dollar-store shopping specifically. Uncover shopping rates, popular retailers and the most bought categories in these sectors.

The latest data in this report are from our survey conducted on June 16, 2025, with headline findings on the dominance of The TJX Companies and Dollar Tree by off-price and dollar-store (respectively) shopper penetration. We also highlight continued improvement in consumers’ financial expectations.

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

Whether consumers have bought from off-price retailers or dollar stores in the past three months
Popular retailers and product categories among off-price and dollar-store shoppers
Consumers’ expectations for the economy overall and for their own personal financial situation—plus, breakdowns of our findings by income
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: Dollar Tree/Family Dollar, Dollar General, The TJX Companies

Other relevant research:

Market Outlook: Off-Price Is On Top as Growth Continues
June 2025 US Retail Sales Outlook: Projecting Solid Growth as Consumer Sentiment Continues to Recover
Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys.

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The monthly Coresight Research US Retail Sales Outlook series tracks several major macroeconomic indicators and their likely effect on US retail sales. In this report, we analyze the latest available data as of June 19, 2025.

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

Data in this research report include:

Our projections for retail sales growth by month for the next 12 months
Proprietary survey data on consumer sentiment in the US
US actual retail sales versus model-predicted sales
US unemployment rate and labor force participation rate
US average hourly wages for all private-sector employees
US annualized real disposable income per capita

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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On June 23, 2025, NextGen 2025: Retail, Real Estate + the New Consumer brought together a curated mix of leaders and innovators to dive into the shifts reshaping how we build, operate and connect. The event agenda put a sharp focus on AI (artificial intelligence), the evolving consumer and the spaces where commerce comes to life.

Which key themes emerged, and what did panelists think of the event? This free infographic offers highlights from the Coresight Research conference.

Thank you to NextGen 2025’s platinum sponsor, IBM, and to gold sponsors Intel, Cimulate AI and The Wires.

Other relevant research:

Premium subscribers can access comprehensive insights from the event in our in-depth report, Shaping What’s Next in Retail—Physical Retail, AI, Retail Media: Insights from NextGen 2025, a Coresight Research Conference
Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology.

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Reasons to Read

On June 23, 2025, the Coresight Research NextGen 2025: Retail, Real Estate & the New Consumer conference brought together a curated mix of leaders and innovators to dive into the shifts reshaping how we build, operate and connect. The event agenda put a sharp focus on AI (artificial intelligence), the evolving consumer and the spaces where commerce comes to life.

Thank you to NextGen 2025’s platinum sponsor, IBM, and to gold sponsors Intel, Cimulate AI and The Wires.

So, what is shaping the future of retail, real estate and the consumer experience? This comprehensive report presents critical insights and takeaways from NextGen 2025, spanning five key themes. Discover how AI, retail media and design are redefining commerce—from the store to the supply chain.

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

How are malls and physical stores transforming into tech-enabled, experience-driven hubs of community and commerce?
In what ways is AI driving deep structural change in retail?
What defines truly human-centric personalization, and how are brands using AI to build emotional relevance?
Why is retail media becoming a critical revenue stream, and what’s next for the channel?
How are brands rethinking supply chains for agility in today’s shifting landscape?

Joining Deborah Weinswig, CEO and Founder of Coresight Research, in our incredible lineup of 40 speakers were experts from the following companies (and many more): American Apparel & Footwear Association (AAFA), Antler, Burlington Stores, Cimulate AI, David Yurman, Glasshouse Fragrances, Guess?, IBM, IAMBIC, Intel Corporation, Kim’C Market, Korins Studio, L’Oréal, LUUM, NACDS, NextRivet, Prosper Brands, Rich HairCare, Samsung, Shoptalk, The Taubman Company

Other relevant research:

Highlights from NextGen 2025: Retail, Real Estate & the New Consumer—Infographic
The Power of First-Party Data: Five Ways To Maximize Business Success
Unlocking Success: The Pathway to Profitability for US Brands and Retailers
Retail 2025: 10 Trends Shaping the Retail Media Market
Retail 2025: 10 Trends in Retail Technology
Transforming Beauty Retail: AI Across the Value Chain, from Innovation to Personalization
Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology.

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On June 23, 2025, the NextGen 2025: Retail, Real Estate + the New Consumer conference will bring together a curated mix of leaders and innovators to dive into the shifts reshaping how we build, operate and connect. This is the starting point for bold ideas, real conversations and a clear view of what’s next.

Creative Minds. Transformers. Disruptors. Together, we are shaping the future of retail, real estate and the consumer experience.

Our agenda puts a sharp focus on AI (artificial intelligence), the evolving consumer and the spaces where commerce comes to life. Welcome to the spark that starts change.

Joining Deborah Weinswig, CEO and Founder of Coresight Research, in our incredible speaker lineup are experts from the following companies (and more): American Apparel & Footwear Association (AAFA), David Yurman, Dogwood Brands, Guess?, L’Oréal, Samsung, The Taubman Company

Thank you to NextGen 2025’s platinum sponsor, IBM, and to gold sponsors Intel, Cimulate AI and The Wires.

Other relevant research:

The Power of First-Party Data: Five Ways To Maximize Business Success
Unlocking Success: The Pathway to Profitability for US Brands and Retailers
Retail 2025: 10 Trends Shaping the Retail Media Market
Retail 2025: 10 Trends in Retail Technology
Transforming Beauty Retail: AI Across the Value Chain, from Innovation to Personalization
Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology.

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Reasons to Read

AI (artificial intelligence) is transforming the beauty industry from a trend-based, reactive sector into a proactive sector. The convergence of beauty technology—including AI and advanced data capabilities—is reshaping product innovation, manufacturing, marketing strategies and loyalty building.

How is AI revolutionizing supply chain operations to support cost efficiency and sustainability in beauty retail?
How are leading beauty brands using AI to power hyper-personalized marketing, loyalty programs and content creation at scale?
What role does AI play in enabling seamless omnichannel retail strategies and dynamic, predictive e-commerce experiences?
How is AI redefining post-purchase experiences and loyalty programs to deliver more emotionally resonant, data-driven customer engagement?

Uncover the answers to these questions and more in this report, which delineates the “B.E.A.U.T.Y.” of AI’s value and use cases in the beauty industry, from building new products to providing better consumer experiences.

Data in this research report include:

US beauty products market size and year-over-year growth, 2020–2029E

Companies mentioned in this report include: The Estée Lauder Companies, L’Oréal, Ulta Beauty, Unilever

Other relevant research:

More reports on beauty retailing and AI in retail

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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, Anand Kumar, Managing Director of Retail Research, presents three consumer-focused predictions that will define retail’s trajectory in the second half of 2025, from stagflation to private-label expansion.

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

For a deeper dive, premium subscribers should read our new report outlining all 10 of our forward-looking predictions and the macro trends behind them.

Other relevant research:

US Retail and Consumer Outlook: June 2025
Tariffs + Consumer Sentiment: A Timeline, 2025
Our Retail 2025 series of outlook reports
Weekly US Consumer Sentiment infographics
The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys.
Read previous Analyst Corner reports, including last week’s report, which discusses new store openings by IKEA.

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Our Three Data Points We’re Watching This Week series spotlights key data points from our research.

Discover key data points we are watching in week 25 of 2025. This week, we highlight predictive US retail data, from US consumers’ Amazon Prime Day shopping plans and personal financial expectations to our proprietary sales projection for July 2025.

Dive into the research behind these data points:

Amazon Prime Day 2025: Preview—Five Essential Insights on Consumers’ Shopping Plans
Financial Confidence Improves but Tariffs and Inflation Impact Shopping Behavior: US Consumer Survey Insights
Look out for our upcoming US Retail Sales Outlook report for new, proprietary projections

Other relevant research:

The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys.
All graphics in the Three Data Points series

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Our Weekly UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the UK. This week, we highlight store opening and closure news at Debenhams, PMT, Poundland and T.M.Lewin, among others, as well as the announcement of a new Chief Customer Officer at John Lewis Partnership.

This report presents data up to week 25 of 2025, ended June 20, 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: Crocs, Frasers Group, PMT, Poundland, Søstrene Grene, T.M.Lewin, White Stuff

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 Retail Bankruptcies Databank details bankruptcies of US and UK retail companies, restaurants and gyms since March 2020.

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