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 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

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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 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:

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Reasons to Read

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:

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Reasons to Read

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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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 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.

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:

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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.

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:

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Reasons to Read

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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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 IntelCimulate 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:

  1. How are malls and physical stores transforming into tech-enabled, experience-driven hubs of community and commerce?
  2. In what ways is AI driving deep structural change in retail?
  3. What defines truly human-centric personalization, and how are brands using AI to build emotional relevance?
  4. Why is retail media becoming a critical revenue stream, and what’s next for the channel?
  5. 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:

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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:

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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, 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:

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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 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:

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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 the latest store opening and closure announcements from Ashley, At Home, IKEA and Wayfair, among others, as well as the announcement of a new Executive Chairman at Vera Bradley.

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 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, Ashley, IKEA, J.Jill, Lovisa, Vera Bradley

Other relevant research:

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