Reasons to Read

We consider the US macroeconomic outlook for 2025 as of the start of June 2025, including metrics that directly impact the consumer economy and in the context of the myriad of recent tariffs announcements made by the US government.

Dive into our proprietary consumer sentiment data as well as our insights on inflation, interest rates, the housing market and more. Understand key retail and consumer economy tailwinds and headwinds as we head into the second half of the year.

Data in this research report include:

  • Proprietary survey data on consumers’ expectations for their own personal financial situation
  • Proprietary survey data on the impact they expect tariffs to have on them
  • Survey data on the ways consumers’ are responding to inflation
  • Year-over-year changes in US macroeconomic metrics—including GDP growth, CPI, credit delinquency, the personal savings rate and the home price index

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

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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 May 26, 2025. We spotlight a rebound in economic and financial optimism following the US government’s announcement of a temporary reduction in tariffs.

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

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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’ economic and financial outlooks, driven by high-income consumers. In addition to our usual weekly findings on consumer sentiment, activities and shopping patterns, we spotlight social commerce, revealing which social media platforms are popular for shopping and which product categories are bought at the highest rates.

The latest data in this report are from our survey conducted on June 2, 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—in total and by income
  • Social commerce—whether consumers have used social media as part of the shopping process in the past three months; and popular platforms and product categories shopped on social media
  • 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: Facebook, Instagram, TikTok

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Reasons to Read

As we approach the second half of 2025, macroeconomic signals in the US remain mixed, but recent retail sales data suggest that consumers are not pulling back; however, they are becoming more intentional, value-conscious and channel-agnostic.

We offer 10 predictions for the rest of the year, and outline core economic dynamics that are set to reshape the retail sector in the months ahead. What qualities will set retailers and brands apart? Discover critical insights to stay ahead through 2025.

Data in this research report include/are:

  • US retail sales growth, actual and projected, January–December 2025

Companies mentioned in this report are: Aldi, Costco, Temu

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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, Charlie Poon, Analyst, discusses recent AI (artificial intelligence)-focused developments and events—including Amazon’s AWS Summit and Google I/O—that point to a shift in focus from hardware to applications in the world of AI.

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: AWS (Amazon), Google, HK01, OpenAI, SAP

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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 Aldi, B&M, Bershka and Heron Foods, among others.

This report presents data up to week 23 of 2025, ended June 6, 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: Aldi, B&M, Bershka, Heron Foods, IKEA, Victoria’s Secret

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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 American Eagle, Signet Jewelers, Rite Aid, Ulta Beauty and others, as well as the announcement of a new CEO at Aldi US.

This report presents data up to week 23 of 2025, ended June 5, 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: American Eagle Outfitters, Banana Republic, Bath & Body Works, New Rite Aid, Signet Jewelers, Ulta Beauty

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Reasons to Read

The Coresight Research and Circana monthly US CPG Sales Tracker provides our data-driven analysis of sales trends in the US CPG (consumer packaged goods) industry—covering the product categories of food & beverages, health & beauty, and general merchandise & homecare.

This report presents key insights for the four weeks ended May 18, 2025.

Data in this research report include:

  • CPG sales growth—e-commerce, in-store and in total
  • E-commerce and total CPG sales growth by category type
  • Food & beverages department breakdown by category: e-commerce and total sales growth
  • Nonfood department breakdown by category: e-commerce and total sales growth

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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 increases in economic and financial expectations, with the latter entering positive territory for the first time in three months. The latest data in this infographic are from our survey conducted on May 26, 2025.

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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 home (furnishings and furniture) and home-improvement 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 May 26, 2025, with headline findings on Walmart’s gains in home-improvement shopper penetration. We also highlight improvements in consumers’ economic outlook and a positive turn in financial expectations.

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
  • Whether consumers have bought home-furnishings and home-improvement products in the past three months
  • Popular retailers and product categories among home-furnishings and home-improvement 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: Amazon, Lowe’s, The Home Depot, Target, Walmart

Other relevant research:

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Reasons to Read

In May 2025, announced store closures by New Rite Aid, Office Depot and Smithland pushed the total amount of retail space to close in the US this year to over 100 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 May 30, 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: Bob’s Discount Furniture, Boot Barn, New Rite Aid, Office Depot, Publix Super Markets, Smithland

Other relevant research:

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Reasons to Read

On June 4, 2025, Deborah Weinswig, CEO and Founder of Coresight Research, presented on agentic AI (artificial intelligence) at the Executive Leadership Lunch at NRF 2025: Retail’s Big Show APAC.

Where are we in the AI revolution? How should your business approach the launch of AI agents? Leveraging the Coresight Research CORE Framework for generative AI in retail and the STORE Framework for driving innovation, Weinswig answered these questions, uncovering the agentic AI opportunity and routes to its development.

This presentation draws on insights from The Agentic AI Playbook, a research report sponsored by Amazon Web Services (AWS).

  • Download the full Playbook here.

Companies mentioned in this presentation include: AWS, Google Cloud, Treasure Data, Vercel

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Reasons to Read

The Coresight Research STORE Framework is a tool for retail companies to identify and implement innovation in their enterprise. The framework helps guide decision-making in the adoption of next-generation technologies, from recognizing the opportunity to considering risks, resilience and ethics.

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