Analyst CornerAnalyst Corner: Retail Giants Drive the Second Wave of Quick Commerce in India, with Madhav Pitaliya Madhav Pitaliya, Analyst May 25, 2025 Reasons to ReadWelcome 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, Madhav Pitaliya, Analyst, discusses the aggressive expansion of quick commerce in India by both digital-first disruptors and traditional retail giants. How are startups shifting their strategies, and which large retailers are entering the quick-commerce space? Dive into this new wave in the Indian e-commerce ecosystem, and understand the challenges facing quick-commerce players. 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: Blinkit, Amazon India, Flipkart, Reliance Retail, Swiggy Instamart, Tata Group, Zepto Other relevant research: Retail 2025: India Retail Predictions All our coverage of retail in India Leveraging Digital Services, AI and Quick Commerce for Competitive Advantage: Global Learnings for US Retail and E-Commerce Read previous Analyst Corner reports, including last week’s report, which draws on Coresight Research survey findings to unearth trends in US consumer sentiment. Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for Other research you may be interested in:Retail Crime and Shrink: US Shoppers Concerned About Theft Pushing Up Prices; Shoplifting Surges to Record Levels in EnglandThree Data Points We’re Watching: Will Stock Market Volatility Impact US Consumer Spending?Sector Focus: Off-Price Shopping—Data GraphicResilience Now: Turn Tariff Uncertainty into Opportunity Using AI
Deep DiveRetailTech: AI in Digital Commerce—GenAI Supercharges Retail to Provide a Seamless Shopping Journey Charlie Poon, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research May 23, 2025 Reasons to ReadFrom personalized messages that grab attention in seconds to virtual stores built in hours—not weeks—AI is transforming digital commerce. In this RetailTech report, we explore how AI/ML (machine learning) and GenAI (generative AI) technologies are redefining every step of the customer journey—from awareness and consideration to purchase and retention. How can retailers adapt to shrinking consumer attention spans? And what does it take to create seamless, personalized experiences across online and in-store channels? Dive into our insights to find out. We cover key topics including digital marketing and personalization, retail media, virtual stores and more. Data in this research report include: US e-commerce and total sales market size and projected growth, 2024–2029E Proprietary US consumer survey findings—Adoption of virtual stores among US-based brands and retailers, and the impact of this technology on sales performance Companies mentioned in this report include: 7-Eleven, Instacart, Obsess, Persado, Quad, Saks Global, Salesforce Other relevant research: Data and AI in Retail Media—Collaboration and Data Cleansing Illuminate the Way Forward Retail 2025: 10 AI Trends—An Inflection Point in the GenAI Revolution All our coverage of AI in retail and retail media More research reports on digital commerce Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Purchase this report. Buy Now This document was generated for Other research you may be interested in:Innovator Profile: Selectika—Enhancing Online Product Discovery Through Intelligent Metadata EnrichmentSteadiness Continues: Weekly US Consumer Sentiment, Week 15, 2025—InfographicThe Sentiment Split: Optimism at the Top, Strain at the Bottom; Plus, Social Commerce Shopping in Focus—US Consumer Survey InsightsFive Ways Brands and Retailers Can Use AI/ML and Shared Data to Energize End-to-End Product Management
Store TrackerWeekly US Store Openings and Closures Tracker 2025, Week 21: US Store Closure Cross 5,000 as Rite Aid Begins Closing Stores Aaron Mark Dsouza, Data Analyst May 23, 2025 Reasons to ReadOur 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 closures by Rite Aid (now New Rite Aid), as well as highlight store opening and closure announcements from Bling Glamour, Boot Barn, CVS Health and others. We also cover the announcement of a new CEO at Bath & Body Works. This report presents data up to week 21 of 2025, ended May 23, 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: Bling Glamour, Boot Barn, CVS Health, New Rite Aid, Next Adventure, Uniqlo 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. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Luxury Shopping in Focus; Sentiment Slumps Overall Amid Tariffs: US Consumer Survey InsightsDeepSeek: The Chinese AI Startup That Has Overtaken ChatGPT on Apple’s App StoreThree Data Points We’re Watching This Week, Week 24: Consumer Sentiment Improves: US vs. ChinaWeekly UK Store Openings and Closures Tracker 2025, Week 43: Gap Returns To Physical Stores
Store TrackerWeekly UK Store Openings and Closures Tracker 2025, Week 21: Greggs Drives Store Closures—And Openings Aaron Mark Dsouza, Data Analyst May 23, 2025 Reasons to ReadOur 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 Greggs, The Range and The TJX Companies, among others. We also discuss the appointment of a new CEO at B&M. This report presents data up to week 21 of 2025, ended May 23, 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: Greggs, Marks & Spencer, Poundland, The Range, Superdrug, The TJX Companies 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. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:March 2025 US Retail Sales Outlook: Lowering Our Retail Growth Projections in an Uncertain ContextInnovator Profile: Sotira—Monetizing Surplus Inventory with Automated Compliance, Logistics and Resale ChannelsUS Grocery Retailing—Themes, Concepts and Innovators: Opportunities Ahead Amid Increased Market ConcentrationAnalyst Corner: Three Consumer-Focused Predictions for US Retail for the Second Half of 2025, with Anand Kumar
InfographicThree Data Points We’re Watching This Week, Week 21: US Retail and Consumer Developments John Mercer, Head of Global Research and Managing Director of Data-Driven Research May 23, 2025 Reasons to ReadOur 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 21 of 2025. This week, we present proprietary survey findings on shifts in US consumer sentiment as well as new projections for US retail sales. Plus, with Dick’s Sporting Goods set to acquire Foot Locker, we highlight footwear shopper penetration for these companies. Dive into the research behind these data points: Positive Sentiment Trend Comes to an End; Kohl’s Leads in Department Store Shopping: US Consumer Survey Insights May 2025 US Retail Sales Outlook Dick’s Sporting Goods To Acquire Foot Locker: Analyzing Store Overlap, Shopper Penetration and Strategic Reach 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 This document was generated for Other research you may be interested in:Music Festivals: A Key Opportunity for Retail Brand EngagementEarnings Insights 1Q25, Week 4: Alibaba, Walmart and Others Report Sales Growth While Under Armour Reports Sales Decline—InfographicWeekly US and UK Store Openings and Closures Tracker 2025, Week 3: Joann Files for Bankruptcy Again as US Closures Cross 2,000Data and Tech for Development—Tapping into the Consumer’s Head: Insights Presented at Retail Property Symposium 2025
InfographicPositive Sentiment Trend Comes to an End: Weekly US Consumer Sentiment, Week 21, 2025—Infographic Coresight Research May 22, 2025 Reasons to ReadThe 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 end to the positive trends in financial and economic expectations. The latest data in this infographic are from our survey conducted on May 12, 2025. Dive into the research behind this infographic: Positive Sentiment Trend Comes to an End; Kohl’s Leads in Department Store Shopping: 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: Consumer Sentiment Unpacked—Higher-Income, Younger Consumers Are Most Optimistic: US Consumer Survey Insights Extra 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. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Weekly US Store Openings and Closures Tracker 2025, Week 45: Bed Bath & Beyond Home Continues To Open StoresWeekly UK Store Openings and Closures Tracker 2025, Week 26: River Island To Close 30+ StoresAgentic Commerce: How Retailers Can Make Their Products Discoverable and Shoppable for 800 Million ChatGPT UsersLower-Income Consumers’ Economic and Financial Sentiment Improves: US Consumer Survey Insights
InfographicEarnings Insights 1Q25, Week 4: Alibaba, Walmart and Others Report Sales Growth While Under Armour Reports Sales Decline—Infographic Coresight Research Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research May 21, 2025 Reasons to ReadDiscover the latest revenue and EPS (earnings per share) data from week four of the 1Q25 (first quarter of 2025) earnings season with this infographic, covering Coresight 100 companies that reported in the week ended May 18, 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: Alibaba Group, Birkenstock Holdings, Burberry Group, Compagnie Financière Richemont, JD.com, Under Armour, Walmart 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 Other research you may be interested in:Weekly UK Store Openings and Closures Tracker 2025, Week 39: Amazon and Bodycare To Close All StoresThree Data Points We’re Watching This Week UK Store Openings and Closures—2024 Review and 2025 OutlookThe Evolving Supply Chain Landscape: Tariffs, Holiday 2025, and What’s Next: Insights Presented by Deborah Weinswig at The Lead SummitUnlocking Success: The Pathway to Profitability for US Brands and Retailers
Insight ReportMay 2025 US Retail Sales Outlook: Projecting 3% Growth Amid Low Sentiment and Front-Loaded Purchases Madhav Pitaliya, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research May 21, 2025 Reasons to ReadThe 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 May 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. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Weekly US Store Openings and Closures Tracker 2025, Week 39: Skims Continues To Expand Its Footprint4Q24 Earnings Season Wrap-Up: Widespread Positive Sales Growth Recorded This QuarterUS Grocery Retailing—Market Forecast and Competitive Landscape: Nontraditional Grocers To Gain Share Amid Weak Volume Demand and Tariff PressuresWhere Shoppers Live vs. Where They Shop: US Consumer Survey Insights Extra
Insight ReportDick’s Sporting Goods To Acquire Foot Locker: Analyzing Store Overlap, Shopper Penetration and Strategic Reach Anand Kumar, Associate Director of Retail Research May 21, 2025 Reasons to ReadDick’s Sporting Goods announced in mid-May 2025 that it will acquire competitor Foot Locker for $2.4 billion. In this report, we uncover the implications of the deal, leveraging proprietary survey findings and data analysis. Our insights seek to answer the following three key questions: What strategic benefits does Dick’s Sporting Goods hope to gain by acquiring Foot Locker—and what risks come with the deal? How do Dick’s and Foot Locker compare in terms of shopper loyalty, store performance and geographic footprint? What impact could this deal have on the broader US apparel and footwear retail landscape? Data in this research report include: Company metrics—revenue, number of employees, number of stores, key vendor partners and more Coresight Research survey findings on apparel and footwear shopping rates at Dick’s and Foot Locker in the US over the past year Dick’s vs. Foot Locker—store comparisons by brand/concept; geographic overlap assessment and strategic response Companies mentioned in this report include: Dick’s Sporting Goods, Foot Locker, Gap Inc., NIKE, The TJX Companies Other relevant research: Retailer Dashboards: Dick’s Sporting Goods and Foot Locker Market Navigator: US Apparel and Footwear Retailing—Discounters Poised for Growth Amid Challenging Backdrop All Coresight Research coverage of capital markets Visit the Coresight Research Fashion and Luxury Hub to explore sector data, reports and company profiles. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Earnings Insights 4Q24, Week 3: Gucci Sales Slump 21%, Plus Updates from Ahold, Amazon, Coty and MoreChina Singles’ Day 2025 Insights: Participation Rises but Spending Becomes More Selective Amid Tariffs, Value-Seeking and Platform ShiftsMarch 2025 US Retail Sales Outlook: Lowering Our Retail Growth Projections in an Uncertain ContextAnalyst Corner: US Shoppers Are Worried About Higher Prices from Tariffs—Consumer Survey Insights with John Mercer
Deep DivePositive Sentiment Trend Comes to an End; Kohl’s Leads in Department Store Shopping: US Consumer Survey Insights Aditya Kaushik, Analyst May 20, 2025 Reasons to ReadThe 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 12, 2025, with headline findings on an end to the positive trends in financial and economic expectations. In addition to our usual weekly findings on consumer sentiment, activities and shopping patterns, we dive into data on department store shopping specifically, from our latest quarterly survey (conducted on May 5, 2025). Uncover sector-focused insights, including popular product categories and retailers, with Kohl’s leading the way in terms of shopper penetration. 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 purchased from a department store in the past three months Popular brands and product categories among department store 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: Dillard’s, JCPenney (Catalyst Brands), Kohl’s, Macy’s, Nordstrom Other relevant research: Kohl’s CEO Removal—Why It Happened and What It Means for US Department Stores Retailer Dashboards in the department store sector US Department Stores—Retail 2025 Sector Outlook: Softness To Continue, Despite Beauty Outperformance Market Navigator: US Department Stores—Softness Ahead Despite Opportunities in Experiences and Alternative Models All Coresight Research coverage of department stores The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. The Market Sizes Databank offers an overview of key retail market or sector sizes, including Coresight Research projections for future years. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:US Store Openings and Closures Midyear 2025 Review and Outlook: Where Does Retail Real Estate Stand in a Year of Disruption?1Q25 Retail Inventory Insights: Lean Inventory, Tariff Mitigation, Supply Chain AdjustmentsHigh-Income Consumers Turn Optimistic About Economy; Plus, Inflation Awareness Declines: US Consumer Survey InsightsSector Focus: Luxury Goods—Data Graphic
Insight ReportKohl’s CEO Removal—Why It Happened and What It Means for US Department Stores Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research May 20, 2025 Reasons to ReadKohl’s abruptly terminated its former CEO, Ashley Buchanan, on May 1, 2025, “for cause.” Buchanan’s brief tenure—less than five months—and the scandal that surrounded it have increased scrutiny of corporate governance procedures at Kohl’s. Moreover, the company’s decision to fire Buchanan causes a critical leadership crisis at a time when the US department store sector is facing tremendous pressure. We explore the reasons behind Buchanan’s termination, as well as the implications of the firing for both Kohl’s and the US department store sector at large. Dive into today to discover what this shakeup means for the department store market. Data in this research report include: Total sales growth, comparable sales growth and operating margins of major US department stores, fiscal 2024 Proprietary survey data on which US department stores consumer shopped with in the three weeks prior to May 5, 2025 Companies mentioned in this report include: Amazon, Burlington Stores, Dillard’s, JCPenney, Kohl’s, Macy’s, Neiman Marcus, Nordstrom, Ross Stores, Shein, SPARC Group, Target, The TJX Companies, Walmart Other relevant research: Retailer Dashboard: Kohl’s Department Stores in Focus; Plus, Consumer Sentiment Latest: US Consumer Survey Insights US Department Stores—Retail 2025 Sector Outlook: Softness To Continue, Despite Beauty Outperformance Market Navigator: US Department Stores—Softness Ahead Despite Opportunities in Experiences and Alternative Models All Coresight Research coverage of department stores and capital markets (including management changes) The Corporate and Financial Developments Databank includes details of management changes, financial guidance updates and capital raised by major retail companies. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:High-Income Consumers’ Economic Optimism at Five-Month Low; Holiday Shopping Accelerates: US Consumer Survey InsightsRetail Crime and Shrink: US Shoppers Concerned About Theft Pushing Up Prices; Shoplifting Surges to Record Levels in EnglandWeekly US Store Openings and Closures Tracker 2025, Week 33: FatFace To Close All Stores; 7-Eleven Announces Major Store ExpansionRolling Metric Improves This Week: Weekly US Consumer Sentiment, Week 41, 2025—Data Graphic
Insight ReportAI Insights: Instacart CEO Fidji Simo To Join OpenAI as CEO of Applications Charlie Poon, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research May 20, 2025 Reasons to ReadOpenAI announced on May 7, 2025, that Fidji Simo, the current CEO and Chair of Instacart, will join OpenAI later this year as CEO of Applications. Read this short report to discover the implications of this move for the company and for the AI (artificial intelligence) race in general. Companies mentioned in this report include: DeepSeek, Instacart, OpenAI Other relevant research: Deeper on DeepSeek and Its Potential to Radically Level the AI Playing Field Analyst Corner—DeepSeek Opens the Door for AI Democratization: The AI Opportunity, with Charlie Poon—a free report All our coverage of AI in retail and capital markets (including management changes) Retail 2025: 10 AI Trends—An Inflection Point in the GenAI Revolution Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Agentic Commerce: How Retailers Can Make Their Products Discoverable and Shoppable for 800 Million ChatGPT UsersCES 2025 Wrap-Up: Top 10 Takeaways—AI, Retail Tech, Sustainability, and Health and Wellness Come into FocusThe New Coresight 100: Leading the Retail Charge in 2025Retail 2025: 10 Trends Shaping the Retail Media Market
Insight ReportRetailTech: Three Technologies Landlords Can Use to Take Malls to the Next Level John Harmon, CFA, Managing Director of Technology Research May 19, 2025 Reasons to ReadFrom smarter foot-traffic insights to real-time building optimization and lease management, a new generation of technologies is reshaping what’s possible for mall operators. Curious about the future of malls and where AI fits in? Read this RetailTech report to explore how landlords can transform shopping centers into data-powered environments that are more efficient, intelligent and profitable. Companies mentioned in this report include: FastSensor, Microsoft, Placer.ai, Sensormatic Solutions Other relevant research: The Future of Malls: Ebook—Analyzing Mall Retail Dynamics Through 2030 The State of the American Mall: Competitive, Attractive and Here To Stay Retail 2025: 10 Trends in Retail Technology Retail 2025: 10 AI Trends—An Inflection Point in the GenAI Revolution The Tech-Driven Future of US Retail: AI To Power Smarter Supply Chains, Seamless Operations and Personalized Experiences All our coverage of AI in retail More reports on real estate and physical retail Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Purchase this report. Buy Now This document was generated for Other research you may be interested in:Innovator Profile: Novel—Driving Conversion and Boosting Loyalty with Branded Wallet PassesEarnings Insights 1Q25: Wrap-Up—Growth Outpaces Declines Across Most SectorsMarch 2025 US Retail Sales: Retail Sales Rebound Amid Tariff ConcernsHead-to-Head in Global Luxury Retailing: Kering vs. LVMH
Analyst CornerAnalyst Corner: US Consumer Sentiment Varies by Age and Income—Uncovering Demographic Trends, with Aditya Kaushik Aditya Kaushik, Analyst May 18, 2025 Reasons to ReadWelcome 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, Aditya Kaushik, Analyst, draws on Coresight Research survey findings to unearth trends in US consumer sentiment. Tariff risks and inflationary headwinds are making for a challenging consumer environment in 2025. We discuss how expectations for the economy and personal finances vary by demographic, and highlight key changes this year so far. We also highlight our key research from the past week and upcoming reports to look out for, so you don’t miss out. Read the research behind this Analyst Corner to dive into our survey findings in detail, including trends by consumer location and ethnicity: Consumer Sentiment Unpacked—Higher-Income, Younger Consumers Are Most Optimistic: US Consumer Survey Insights Extra Other relevant research: Tariffs + Consumer Sentiment: A Timeline, 2025 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. Read the full series of US Consumer Survey Insights and US Consumer Survey Insights Extra reports. 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 Anand Kumar, Managing Director of Retail Research, discusses three key themes transforming US apparel and footwear retailing in 2025 and beyond. Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for Other research you may be interested in:February 2025 US Retail Sales: First Year-Over-Year Drop Since the Pandemic—Electronics and Department Stores Lead DeclinesConsumer Sentiment Peaks Ahead of Singles’ Day—Then Stabilizes: China Consumer Survey InsightsWeekly US Store Openings and Closures Tracker 2025, Week 37: YTD Retail Bankruptcies Hit 25Holiday 2025 Survey Insights: Dollar Stores and Temu Break into the Top Five Retailers
Deep DiveRetailTech: Empowering Retail’s Front Line, Creating Smarter Stores—Five Tech-Driven Strategies for Associate Enablement John Harmon, CFA, Managing Director of Technology Research May 16, 2025 Reasons to ReadAssociate enablement in retail is more important than ever amid high staff turnover and shifting consumer expectations. In-person service also remains a key differentiator for physical stores over online-only experiences. Empowering associates with technology not only improves productivity and employee experiences but also translates to more positive, repeat customer interactions. In this RetailTech report, we present five key strategies for retailers to leverage technology in stores to realize these gains and, ultimately, drive revenue. Our insights touch on AI (artificial intelligence), computer vision, clienteling, flexible scheduling and the customer experience. Dive into this report to get a step ahead in the brick-and-mortar landscape: Empower retail’s front line and create smarter stores. Data in this research report include: Proprietary survey findings—benefits of equipping employees with mobile devices; scheduling capabilities that drive key outcomes Companies mentioned in this report include: Microsoft, Salesforce, SAP, Target, Workday, Zebra Technologies Other relevant research: Success at Hand: Equipping Frontline Workers with More Mobile Devices to Drive Revenue and Delight Customers—a free report produced in partnership with Zebra Technologies Retail-Tech Landscape: Store Associate Enablement Retail 2025: 10 Trends in Retail Technology Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. Read more reports on retail management and physical retail More Innovator Research from Coresight Research Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Purchase this report. Buy Now This document was generated for Other research you may be interested in:Three Data Points We’re Watching This Week, Week 16: US Easter ExpectationsWeekly US Store Openings and Closures Tracker 2025, Week 25: Furniture Frenzy—At Home’s Bankruptcy, Ashley’s Store Renewal and Openings from IKEA, Wayfair and MoreHead-to-Head in US Warehouse Club Retailing: Costco vs. Sam’s ClubWeekly US and UK Store Openings and Closures Tracker 2025, Week 9: Joann To Close an Additional 300+ Stores, Shuttering All Locations
