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Reasons to Read

Agentic AI (artificial intelligence) offers new, unparalleled capabilities for enterprises to leverage the power of multiple types of AI, such as ML (machine learning) and GenAI (generative AI), to optimize their workflows and drive profitability.

Why should your organization be an early adopter of agentic AI, and what must you consider to deploy the technology successfully? Leveraging the Coresight Research STORE Framework for driving innovation in retail, this Playbook provides a comprehensive guide to implementing and seizing the benefits of agentic AI.

Uncover our recommendations for businesses to adopt this transformative technology, from identifying the opportunity to considering risks, resilience and ethics. Stay at the forefront of AI innovation in the rapidly evolving retail landscape. Dive into our Playbook to gain actionable insights to redefine your retail strategy and unlock the full potential of AI.

Plus, discover key innovators and major tech vendors in the agentic AI space.

This report is made available to non-subscribers of Coresight Research through its sponsorship by Amazon Web Services (AWS), the cloud-computing service division of Amazon.com.

Data in this research report include:

Coresight Research projections—share of enterprise software applications with agentic AI, 2024–2029E

Companies mentioned in this report include: Alibaba, Amazon, Databricks, DeepSeek, Langflow, Microsoft, Nvidia, Salesforce, SAP, Snowflake, Tencent

Other relevant research:

Retail 2025: 10 AI Trends—An Inflection Point in the GenAI Revolution
All our coverage of AI in retail
Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology.

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Reasons to Read

Discover the latest revenue and EPS (earnings per share) data from week six of the 1Q25 (first quarter of 2025) earnings season with this infographic, covering Coresight 100 companies that reported in the week ended June 1, 2025.

Dive into the data behind this infographic with our full report: Earnings Insights 1Q25

Data in this infographic include:

Quarterly revenue and EPS data (where applicable) from companies on our Coresight 100 list

Companies mentioned in this infographic include: Abercrombie & Fitch, American Eagle Outfitters, Bath & Body Works, Best Buy, Burlington Stores, Costco Wholesale Corporation, Deckers Outdoor, Dick’s Sporting Goods, Foot Locker, Kohl’s, Macy’s, PDD Holdings, Ross Stores, Ulta Beauty, Williams-Sonoma

Other relevant research:

Explore all our Earnings Insights reports, including quarterly wrap-ups.
The New Coresight 100: Leading the Retail Charge in 2025
The Corporate and Financial Developments Databank includes details of management changes, financial guidance updates and capital raised by major retail companies.

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Reasons to Read

We present highlights from our eighth annual US Online Grocery Survey research report, which explores the purchasing patterns of online grocery shoppers, based on insights from over 2,000 US consumers.

Dive into the research behind this infographic: US Online Grocery Survey 2025: Full-Basket Orders Increase as Delivery Retains Its Dominance

In this infographic, we answer four key questions, using data from our latest survey:

Is e-commerce a popular channel for grocery shopping?
What fulfillment method do online grocery shoppers use most?
Which retailers are attracting online grocery shoppers?
Why will consumers buy grcoeries online over the next year?

As online grocery shopping has become the norm for many consumers, retailers must treat e-commerce as a primary channel, delivering a seamless, full-basket experience and finding sustainable ways to offset the high costs of delivery without alienating value-conscious shoppers.

Proprietary survey data in this infographic include:

Proportions of US shoppers who have bought and expect to buy groceries online, 2018–2025
Proportion of grocery shopping done online by online grocery shoppers, 2022–2025
The use of delivery versus collection as the primary fulfillment method in grocery e-commerce, 2022–2025
Top five popular online grocery retailers, 2023–2025
Grocery shoppers’ reasons for planning to shop online in the coming year

Companies mentioned in this infographic include: Amazon, Costco, Kroger, Target, Walmart

Other relevant research:

Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles.

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Reasons to Read

In our eighth annual US online grocery survey, we explore the purchasing patterns of online grocery shoppers, including their product choices, preferred retailers and fulfillment preferences. The basis of this report is our survey of 2,004 US consumers conducted in April 2025. The consistency of many of our survey questions enables us to build up trend data from our first survey, which we first ran in 2018.

Proprietary survey data in this research report include:

Proportions of US shoppers who have bought and expect to buy groceries online, 2018–2025
Proportion of all grocery shopping done online by online grocery shoppers, 2018–2025
Most popular online grocery retailers, 2023–2025
Categories that online grocery shoppers have purchased, 2023–2025
Grocery shoppers’ reasons for planning to shop online in the coming year

Companies mentioned in this report include: Albertsons, Aldi, Alimentation Couche-Tard, Amazon, BJ’s Wholesale Club, Costco Wholesale, Dollar General, Dollar Tree, DoorDash, Grocery Outlet, Instacart, Kroger, Publix, Target, Walmart

Download the associated infographic of selected findings from this research report: US Online Grocery Survey 2025: Full-Basket Orders Increase as Delivery Retains Its Dominance—Infographic

Other relevant research:

Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles.

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Did you miss May 2025 retail events such as World Retail Congress, ICSC Las Vegas and AAFA Global Supply Chain and Trade Conference? On June 2, 2025, the Coresight Research team shared our takeaways from these conferences in the latest Premium Subscriber Call, providing the insights you need to know for 2025 and beyond.

From the evolving tariff landscape and sustainability tensions to the rise of AI (artificial intelligence) in supply chains and real estate, this presentation reveals the seismic shifts shaping 2025 and beyond. Get a front-row seat to what matters most: resilient retail, consumer behavior pivots and the next wave of tech-driven transformation.

Plus, discover Coresight Research’s 10 predictions for the remainder of 2025, covering stagflation, private label and more.

Premium subscribers can watch the on-demand webinar replay here.

Featured speakers on the Coresight Research team:

John Mercer, Head of Global Research

John Harmon, Managing Director of Technology Research

Other relevant research:

World Retail Congress 2025 Insights: Consensus on Tariffs Floor, AI Risks in Adaptive Apparel, Smart Scaling in Focus
All our insights on supply chain and AI in retail
More event coverage from Coresight Research
Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology.
Catch up on previous Premium Subscriber Calls here

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Reasons to Read

What is the outlook for international visitor numbers, spending and spending at retail? We look at recent data and discuss the implications for the US economy.

Dive into trends and projections, and understand which sectors we believe will see the biggest impacts from changes in tourist spending this year.

Data in this research report include:

Year-over-year change in international visitors to the US, in total and from selected countries, by month—January 2024–April 2025
Estimated shopping spend by international visitors to the US in 2025

Companies mentioned in this report include: Avolta, International Trade Association, LVMH, World Travel & Tourism Council

Other relevant research:

More reports covering macroeconomics

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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, presents three insights on China e-commerce dynamics, drawing on data from the recently published China Online Consumer Brand Index (a study by Peking University, supported by Alibaba).

Discover which international brands are most popular and what the study’s findings reveal about Chinese consumers’ online shopping preferences.

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: Adidas, Alibaba, Apple, Coach, Disney, Estée Lauder, HP, Huggies, NIKE, Pampers

Other relevant research:

Retail 2025: China Retail Predictions
US and China E-Commerce—Retail 2025 Sector Outlook: Online Sales To Maintain Strong Growth Momentum
How Will Tariffs Impact China’s Singles’ Day 2025? Six Months To Go—What Brands and Retailers Need to Know
The Coresight Research China Consumer Survey Insights series provides a detailed, regular update on Chinese consumers’ behaviors and sentiment based on proprietary survey data.
All our coverage of retail in China
Read previous Analyst Corner reports, including last week’s report, which discusses the aggressive expansion of quick commerce in India.

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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 22 of 2025. This week, we present proprietary survey findings on US consumers’ concern about tariff-driven inflation, and their perceptions of and response to price rises in retail.

Dive into the research behind these data points:

1. Tariffs + Consumer Sentiment: A Timeline, 2025
2 & 3. High-Income Consumers Drive Uptick in Financial Optimism; Inflation Awareness Down Versus Early 2025: US Consumer Survey Insights

Other relevant research:

All our coverage of tariffs and inflation
May 2025 US Retail Sales Outlook: Projecting 3% Growth Amid Low Sentiment and Front-Loaded Purchases
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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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 LEGO, Pandora, Williams-Sonoma and others, as well as the announcement of a new President at Coborn’s.

This report presents data up to week 22 of 2025, ended May 30, 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: Coborn’s, LEGO, Miniso, Pandora, Tropicana, Uniqlo, Williams-Sonoma

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

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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 Marks & Spencer, NEXT and Poundland, among others. We also discuss the appointment of a new UK CEO at Tesco.

This report presents data up to week 22 of 2025, ended May 30, 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: Marks & Spencer, New Look, NEXT, The Original Factory Shop, The Perfume Shop, Poundland, Shoe Zone, 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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Reasons to Read

On May 29, 2025, Deborah Weinswig, CEO and Founder of Coresight Research, presented at The Lead Summit on the evolving supply chain landscape.

This presentation dives into the impacts of tariffs on retail and consumers, the surge-and-slump sourcing cycle for holiday 2025, and our outlook for the remainder of the year, covering stagflation, private label and more.

Discover our 10 predictions for the rest of 2025! Leveraging proprietary survey findings and expert analysis of macroeconomic headwinds, we provide critical insights to help you get a step ahead in supply chain management and holiday-season planning.

Data in this presentation include:

Proprietary survey findings—US consumers’ perceptions of tariffs and responses to inflation
Year-over-year changes in total goods imported into the US, by month, January 2024 – March 2025
Supply chain exposure to China, by product category
Year-to-date changes in Coresight Research’s retail sales growth forecast for 2025

Other relevant research:

Tariffs + Consumer Sentiment: A Timeline, 2025
More research on tariffs, supply chain, macroeconomics and the consumer
The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys.

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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 highlight an uptick in financial optimism, driven by high-income consumers. The latest data in this infographic are from our survey conducted on May 19, 2025.

Dive into the research behind this infographic: High-Income Consumers Drive Uptick in Financial Optimism; Inflation Awareness Down Versus Early 2025: US Consumer Survey Insights

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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Reasons to Read

Discover the latest revenue and EPS (earnings per share) data from week five of the 1Q25 (first quarter of 2025) earnings season with this infographic, covering Coresight 100 companies that reported in the week ended May 25, 2025.

Dive into the data behind this infographic with our full report: Earnings Insights 1Q25

Data in this infographic include:

Quarterly revenue and EPS data (where applicable) from companies on our Coresight 100 list

Companies mentioned in this infographic include: BJ’s Wholesale Club, The Home Depot, JD Sports, Lowe’s, Marks and Spencer, Ralph Lauren, Target, The TJX Companies, VF Corporation, Urban Outfitters

Other relevant research:

Explore all our Earnings Insights reports, including quarterly wrap-ups.
The New Coresight 100: Leading the Retail Charge in 2025
The Corporate and Financial Developments Databank includes details of management changes, financial guidance updates and capital raised by major retail companies.

This document was generated for

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 May 19, 2025. In addition to our usual weekly findings on consumer sentiment, activities and shopping patterns, we discuss how shoppers perceive and are responding to inflation. Headline findings reveal an uptick in financial optimism and a decline in inflation awareness.

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

Consumers’ expectations for the economy overall and for their personal financial situation—plus, breakdowns of our findings by income
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

Other relevant research:

May 2025 US Retail Sales Outlook: Projecting 3% Growth Amid Low Sentiment and Front-Loaded Purchases
All our coverage of tariffs and inflation
Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys.
The Weekly US Consumer Sentiment infographic series highlights key Coresight Research findings on economic and financial expectations in the context of shifts in the macroeconomic landscape.

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Reasons to Read

The Coresight Research team attended World Retail Congress 2025 during April 27–29, 2025, in London, England. At the event, Steven Winnick, Vice President of Innovator Services at Coresight Research, moderated a panel featuring representatives from various growing brands.

Dive into our top takeaways from the event, which span US tariffs (and their impacts on global retail supply chains), sustainability, inclusivity—including the challenges that AI (artificial intelligence) may pose in the adaptive apparel sector—and more.

Companies mentioned in this report include: Anko Global, Currys, Estée Lauder Companies, H&M, Ken Pilot Ventures, Knoops, On, PDS Ltd., Tesco, Unhidden, Urbanic

Other relevant research:

All our coverage of tariffs
Research reports on inclusivity and sustainability
More event coverage from Coresight Research

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