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 improvement in consumers’ financial outlook, with a positive turn among middle-income consumers. The latest data in this infographic are from our survey conducted on June 9, 2025.

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Reasons to Read

As part of the Coresight Research Head-to-Head series, we compare Kering and LVMH (LVMH Moët Hennessy Louis Vuitton), the two leading houses in the global luxury sector.

Delve into key insights on these companies’ revenues, markets of operation, digital strategies and more to understand how these luxury giants are navigating economic headwinds—and which is best positioned to win in 2025.

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

  • How are Kering and LVMH performing financially, and what do their revenue trajectories signal about their resiliency in a shifting global economy?
  • Which global markets are driving or hindering growth for each company, and how are they responding to China’s luxury slowdown?
  • How are digital strategies—including AI (artificial intelligence)-powered tools—shaping customer engagement and operational efficiency for both companies?
  • What do recent e-commerce trends reveal about luxury shoppers’ shifting preferences?
  • How are Kering and LVMH investing in AI and GenAI (generative AI), and what role do these technologies play in product development and customer experience?
  • Which innovation initiatives and startup partnerships are fueling long-term competitiveness?
  • What does each company’s social media footprint reveal about consumer engagement and brand strength across platforms?

Data in this research report include:

  • Global luxury market, size and year-over-year growth, 2021–2029E
  • Revenues for Kering and LVMH, in total and by geography, 2019–2024
  • Instagram followers for Kering and LVMH, 2025

Companies mentioned in this report include: Bambuser, FancyTech, Kering, LVMH

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Reasons to Read

On June 17, 2025, the US government announced that it will extend the deadline for TikTok to divest its US assets (which was set for June 19, 2025) by another 90 days—the third deadline extension to be granted so far.

What would a TikTok ban mean for the social media landscape in the US? We analyze proprietary US consumer survey findings to discuss the implications of TikTok’s uncertainty for other social media platforms as well as brands and advertisers.

  • Analysis in this report was first published on March 7, 2025, but remains relevant as TikTok’s future in the US is still in doubt. We have updated the report to reflect our latest US consumer survey findings as of mid-June 2025. 

Data in this research report include:

  • TikTok Shop’s global GMV and year-over-year growth, 2021–2025E
  • Coresight Research survey findings:
    • Platforms that TikTok users use more frequently than TikTok and why; changes in social media usage in the case of TikTok’s ban; purchased categories on TikTok; likelihood of continued TikTok use if no ban is enacted
    • US consumers’ view on how social media platforms will evolve in the next five years, from AI (artificial intelligence) functions to privacy features

Companies mentioned in this report include: Amazon, Meta (Facebook, Instagram), Microsoft, Oracle, Pinterest, Snapchat, TikTok, X, YouTube

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Reasons to Read

We review recent quarterly earnings for companies in the Coresight 100, our focus list of retailers and brand owners, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes. In this report we cover the first quarter of 2025 (1Q25), in which more than half the covered companies posted positive year-over-year sales growth rates.

  • We first published this report on May 1, 2025, and updated its content—adding more companies—on a weekly basis as the earnings season progressed. The final update, wrapping up this season’s coverage, published on June 18, 2025. 

Data in this report include:

  • Quarterly data from companies, including gross margins and sales data by brand (where applicable), channel and geography

Companies mentioned in this report include: Adidas, Albertsons, Alibaba, Amazon, Best Buy, Burlington Stores, The Coca-Cola Company, Costco Wholesale, CVS Health, Dollar General, Dollar Tree, eBay, Foot Locker, The Home Depot, Kohl’s, L’Oréal, Lowe’s, Lululemon Athletica, LVMH, Macy’s, NIKE, PepsiCo, Procter & Gamble, Ralph Lauren, Ross Stores, Skechers, Tapestry, Target, The TJX Companies, Ulta Beauty, Under Armour, Urban Outfitters, Walgreens Boots Alliance, Walmart

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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, we point to improvement in consumers’ financial outlook, driven by high- and middle-income consumers. In addition to our usual weekly findings on consumer sentiment, activities and shopping patterns, we discuss how shoppers perceive and are responding to tariffs and inflation, with headline findings on consumer pessimism about tariffs and the prevalence of trading down as an inflation-combating strategy.

The latest data in this report are from our survey conducted on June 9, 2025.

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

  • Consumers’ expectations for the economy overall and for their personal financial situation
  • Consumers’ perceptions of tariffs (including net pessimism, concerns and perceived benefits), and the impacts of tariffs on shopping behavior
  • Consumers’ perceptions of inflation, and its impact on grocery and nongrocery spending
  • 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: Aldi, Amazon, Costco, Dollar General, Kroger, Target, Walmart

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Reasons to Read

In May 2025, US retail sales (excluding gasoline and automobile sales) increased by nearly 4%, representing a deceleration from the previous month. Using data from the US Census Bureau, we analyze US retail sales in May 2025, in total and by sector.

Data in this research report are:

  • Year-over-year changes in US total retail sales (excluding gasoline and automobiles), May 2024–May 2025
  • Year-over-year changes in retail sales by sector, April and May 2025

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Reasons to Read

Amazon announced on June 17, 2025, that this year’s Prime Day shopping festival will be held during July 8–11, 2025, across 20 global markets.

This report details five essential insights for retailers to know ahead of Amazon Prime Day 2025, with a focus on the US.

Uncover:

  • How consumer interest in Prime Day in recent years compares with actual conversion, and what can brands do to drive sales during the 2025 event
  • Which product categories are set to dominate this year’s event
  • What role seasonal demand plays
  • How Prime membership levels and delivery infrastructure influence Prime Day’s reach and retailer participation

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

  • Intent to shop versus actual conversion rates, 2023–2025
  • Category-level shopper intent for 2025 vs. 2024
  • Expectations to purchase summer-related and BTS (back-to-school) products during Prime Day
  • Prime membership access levels

Companies mentioned in this report include: Amazon, Target, Walmart, Whole Foods Market

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Reasons to Read

Store intelligence technologies—solutions to optimize inventory management, out-of-stocks, pricing and promotion execution, and planogram compliance—offer transformative potential for retailers to optimize brick-and-mortar retail operations.

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

  • How far along are retailers in adopting store intelligence technologies like AI (artificial intelligence), robotics and shelf digitization—and where does growth potential remain?
  • Is increased technology use effectively addressing operational challenges such as stockouts, planogram compliance and pricing errors?
  • Why has pricing and promotion execution become the top challenge in retail—and how are errors in this area impacting revenue and shopper loyalty?
  • What labor-related inefficiencies are costing retailers the most—and how can automation and real-time shelf visibility help?
  • How much are retailers losing to in-store inefficiencies—and why are these losses worsening year over year?
  • What types of technologies are retailers prioritizing for investment—and how are financial pressures accelerating spend?

Gain critical insight on the state of in-store retailing, and discover how to tackle inefficiencies, protect against margin erosion and drive success in the face of labor challenges.

Our analysis is informed by Coresight Research surveys of retailers in the drugstore, grocery, mass merchandise and warehouse club sectors.

Data in this research report include:

  • Global stores intelligence technologies market projections through 2029
  • Proprietary survey data, 2025 vs. 2024—extent of challenges and level of visibility across store-related business functions, challenges in achieving store efficiency, financial impact of store inefficiencies, and investment levels (current and future) for store intelligence technologies

This report is produced and made available to non-subscribers of Coresight Research in partnership with Simbe, a store intelligence technology provider that offers solutions for out-of-stock management, pricing and promotion execution, planogram compliance and inventory management.

  • This report is our second annual study on the state of in-store retailing. Read last year’s inaugural study here.

Companies mentioned in this report include: Albertsons, ShopRite Supermarket, Schnucks, Walmart

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Reasons to Read

Retailers are facing rising risks for the 2025 back-to-school (BTS) and holiday seasons due to new US tariffs, especially on Chinese imports. A current 90-day pause on tariffs, ending July 9, 2025, (for countries other than China) provides a short-term window for retailers to restock, but the overall impacts are set to weigh heavily on margins and product availability.

Discover what tariffs mean for retail this year and how retailers are adjusting their strategies ahead of the BTS and holiday seasons in response to recent and potential changes to tariffs.

Data in this research report include:

  • Popular BTS and holiday season categories’ exposure to China, by percentage imported
  • Survey data on the impact of China-specific tariffs on US toy companies

Companies mentioned in this report include: Amazon, Best Buy, FedEx, Hasbro, Lowe’s, Maersk, Mattel, Skechers, Target, Temu, Shein, Walmart, Williams-Sonoma

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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 Mercer, Head of Global Research, discusses new openings by IKEA, based on our observations from store tours.

What do the new store formats and features reveal about wider retail real estate trends in Western markets and in the furniture retail sector specifically? Read our insights to find out.

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

Companies mentioned in this report include: B&Q, IKEA, Target

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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 Anthropologie, Matalan, Poundland and Superdry, among others.

This report presents data up to week 24 of 2025, ended June 13, 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: Anthropologie, IKEA, Matalan, Poundland, Superdry, The Works

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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 the latest store opening and closure announcements from Casey’s, Dollar Tree, Family Dollar and Torrid, as well as the announcement of a new Chief Operating Officer at Kirkland’s.

This report presents data up to week 24 of 2025, ended June 13, 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: Casey’s, Dollar Tree, Fabletics, Family Dollar, Torrid, Wawa

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Reasons to Read

Retail media is reshaping the advertising landscape, providing data-driven targeting. With the market projected to continue double-digit annual growth through 2028, retail media is evolving beyond retailers’ owned digital ecosystems to deliver connected experiences across all channels.

Read this Retail-Tech Landscape to explore key technology trends in retail media and discover the answers to these questions:

  • How is AI (artificial intelligence) transforming retail media with real-time personalization and in-store integration?
  • What are the benefits of programmatic advertising across RMNs?
  • Why is connected TV (CTV) emerging as a critical ad format for retail media?
  • How are strategic partnerships enabling offsite retail media growth and measurement?

We also present 50+ key solution providers that are helping retailers to build and optimize their retail media capabilities across six categories:

  1. Digital marketing platforms
  2. In-store advertising
  3. Marketing personalization platforms
  4. Retail analytics
  5. Experiential technologies
  6. Retail media infrastructure platforms

Data in this research report include:

  • Coresight Research projections for the global retail media market size and year-over-year growth rates through 2028

Companies mentioned in this report include: Bambuser, Caper AI (Instacart), Criteo, Firework, Placer.ai, Treasure Data

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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 improvement in consumers’ economic and financial outlooks, driven by high-income consumers. The latest data in this infographic are from our survey conducted on June 2, 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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