Deep DiveFinancial Sentiment Recovers; Tariff Pessimism Improves; Inflationary Trade-Down Persists: US Consumer Survey Insights Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research December 3, 2025 Reasons to ReadDiscover how US consumers are reacting to shifting economic conditions, inflation pressures and tariffs in the holiday season. Read this report to discover answers to these and other questions: How is consumer sentiment diverging across income groups—and what does this mean for premium versus value retail performance. How Federal Government Shutdown impacting consumers’ financially and their holiday plans? To what extent are shoppers still concerned about tariffs and how are those concerns reshaping spending habits? Which categories are seeing pull-forward demand and where might retailers expect softness later in the year? How entrenched is trading down and what specific inflation-related behaviors are dominating in food and nonfood purchases? Data in this research report include: Consumer sentiment by income and time, impact of Federal Government Shutdown on consumers; consumer tariff concerns and behavioral responses; shopping changes due to inflation; and retailer and category-level shopping data; and retailer and category-level shopping data. Other relevant research: 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:Analyst Corner—Trimming Waistlines and Spending: Exploring New Data on GLP-1’s Impact on Consumer Purchases, with John MercerWeekly UK Store Openings and Closures Tracker 2025, Week 30: Marks & Spencer Opens Airside Food StoresAnalyst Corner: Is Shein’s Fashion Model a Template for Environmental Sustainability? with John MercerKering and L’Oréal Announce €4 Billion Strategic Partnership—Multibrand Luxury and Beauty Firms Playing To Their Strengths
InfographicTariffs + Consumer Sentiment: A Timeline, 2025—Data Graphic Coresight Research Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research December 3, 2025 Reasons to ReadIn this infographic, we present a timeline of tariff-related developments by the US and other nations. We also offer highlights from our proprietary survey findings on US consumers’ sentiment and their perceptions of the impacts of tariffs. Bookmark this page! We first published this infographic on April 4, 2025, and will continue to update its content as developments unfold. The latest update was made on December 3. Data in this research report include proprietary US consumer survey findings on: Expectations for the economy over the next 12 months (economic sentiment) Expectations for personal finances over the next 12 months (financial sentiment) Perceptions of tariffs—impacts on their personal finances and the economy; greatest concern around tariffs; top benefit of tariffs Other relevant research: The Impacts of US Tariffs: Assessing Companies’ International Sourcing Exposure by Country Mapping the US’s Reciprocal Import Tariffs: Which Nations Are Affected? All our coverage of tariffs 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. Visit our Methodology page to read more context for understanding the results of Coresight Research 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:US Store Tracker Extra, October 2025: Rite Aid Takes Total Closed Retail Space to 143 Million Square FeetCEO Brief: Agentic AI—Creating a Digital Workforce to Achieve Enormous Leaps in EfficiencyJune 2025 US Retail Sales Outlook: Projecting Solid Growth as Consumer Sentiment Continues to RecoverMixed Signals—Economic Optimism Continues But Consumers Feel the Strain on Personal Finances: China Consumer Survey Insights
Deep DiveBlack Friday 2025: Key Insights from US Stores—Solid Shopper Demand, Some True Doorbusters and Greater Omnichannel Integration Anand Kumar, Associate Director of Retail Research December 1, 2025 Reasons to ReadUncover which retailers won and lost on Black Friday 2025—and why operational execution made all the difference. Read this report to discover answers to these and other questions: How did Black Friday 2025 promotions differ from past years, and which retailers moved away from traditional “doorbusters”? Which retailers drew the strongest in-store traffic, and how did wait times and shopper flow compare across banners? What role did inventory availability play in conversion, and which retailers maintained fully stocked shelves? How did omnichannel and in-store technology enhance service and efficiency during peak hours? In what ways did stores act as fulfillment hubs, and which retailers excelled at BOPIS and other pickup services? Companies mentioned in this report include: Abercrombie & Fitch, Adidas, American Eagle Outfitters, Aritzia, Bath & Body Works, Best Buy, Burlington, Crocs, Dick’s Sporting Goods, Gap, Home Depot, Kohl’s, Lululemon Athletica, Macy’s, Nordstrom, PacSun, Pandora, Ralph Lauren, Sephora, Skechers, Target, TJX Companies, Ulta Beauty, Uniqlo, Unsubscribed, Urban Outfitters, Vans, Walmart and Zara. Data in this report include: depth and breadth of in-store promotions; product availability and inventory levels; shopper traffic and wait times; store environment, customer service and merchandising; use of omnichannel fulfillment and in-store technology. Other relevant research: Holiday 2025: Holiday 2025: US Consumer Survey and Retail Outlook—From Social to Smart: AI Becomes the New Driver of Holiday Discovery and Value All our coverage of US holiday retail, including our Holiday Bites series of infographics 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:Economic Sentiment Shows First Uptick in Eight Weeks; Plus, Drugstore and Pharmacy Shopping in Focus: US Consumer Survey InsightsWeekly UK Store Openings and Closures Tracker 2025, Week 31: Greggs Opens More than 60% of Its Announced Store OpeningsConnected TV’s Opportunities and Growing Pains: 10 Insights from CTV Connect 2025Five Ways AI Is Being Used in Luxury Retailing—and What’s Next
Insight ReportAldi vs. Lidl US Store Openings: Mapping Retail Real Estate Changes with the Store Intelligence Platform John Mercer, Head of Global Research and Managing Director of Data-Driven Research December 1, 2025 Reasons to ReadDive into the details of Aldi’s and Lidl’s US store openings in 2025, with exclusive real estate data from the new Store Intelligence Platform from Coresight Research. Read this report to discover answers to these and other questions: How does Aldi’s store growth in 2025 compare to Lidl’s, and where are these discounters focusing their expansion efforts? What is the current footprint of Aldi and Lidl stores, and how concentrated are they in specific states? How does the Store Intelligence Platform work, and what makes it different from other tools tracking retail real estate? Companies mentioned in this report include: Aldi, Lidl, Harveys Supermarket, Winn-Dixie, Grocery Outlet, Publix, Kroger and Walmart. Data in this report include: Aldi and Lidl store openings by state and month; store density by population; active store counts by state; platform-based views of openings, closures, and store saturation. Other relevant research: Store Tracker reports, including our UK-focused series The US and UK Store Tracker Databank, for information on store openings and closures by sector in the US and UK retail industries. 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:The New AI Unicorn—Reka AI Secures $110 Million from NVIDIA and Snowflake: What You Need to KnowWeekly US Store Openings and Closures Tracker 2025, Week 29: Openings by Daiso, LEGO and TargetA Guide to NRF 2025: Retail’s Big Show—Six Game Changers Set to Reshape RetailWeekly US Store Openings and Closures Tracker 2025, Week 49: Claire’s Closes 146 More Stores Than Announced
Deep DiveChina Singles’ Day 2025 Insights: Participation Rises but Spending Becomes More Selective Amid Tariffs, Value-Seeking and Platform Shifts Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research December 1, 2025 Reasons to ReadDiscover how shifting consumer priorities, AI innovation, and instant commerce are reshaping the Singles’ Day shopping event. Read this report to discover answers to these and other questions: How is participation in Singles’ Day evolving, and why are consumers spending more selectively despite rising engagement? What promotional strategies are driving conversion—and which platforms are closing (or missing) the gap between discovery and purchase? In what ways are tariffs and economic sentiment influencing purchase timing, product choices, and overall consumer caution? How are leading platforms like Tmall, JD.com and Douyin using AI to personalize shopping and streamline operations? Why is instant commerce now a defining factor in Singles’ Day success, and how are retailers adapting to meet one-hour delivery expectations? Companies mentioned in this report include: Alibaba (Taobao, Tmall, Ele.me), JD.com, ByteDance (Douyin), Kuaishou, Pinduoduo, Dewu, Missguided, Esprit, Gome, Suning, WeChat, Xiaohongshu. Data in this report include: Singles’ Day GMV by platform type; consumer participation rates; changes in spending and product quantity; category-level purchase trends; platform-specific discovery vs. conversion gaps; tariff impact on spending; shopper behavior segmentation; sentiment and economic optimism trends. Other relevant research: Read the full series of China Consumer Survey Insights The Coresight Research China Retail Sales Databank brings together retail sales data to help you understand the trajectory of retail in China. Interested in more consumer survey analysis? Check out our US Consumer Survey Insights series. 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:Three Data Points We’re Watching This Week, Week 6: US Consumer and Retail FocusUS Grocery Retailing—Market Forecast and Competitive Landscape: Nontraditional Grocers To Gain Share Amid Weak Volume Demand and Tariff PressuresAnalyst Corner: Evaluating Ulta Beauty’s Marketplace Launch as a Strategic Response, with Madhav PitaliyaStretching Budgets and Shifting Choices: Navigating Back-to-School 2025—Data Graphic
Analyst CornerAnalyst Corner: Agentic Commerce Is Progressing at Warp Speed, with John Harmon John Harmon, CFA, Managing Director of Technology Research November 30, 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’s Analyst Corner discusses the acceleration of agentic commerce announcements prior to the last month of the 2025 shopping season, as well as analyzing several options for retailers and brands to make their products discoverable by popular AI chatbots. Other relevant research: AI in Retail: What’s Now and What’s Next—Premium Subscriber Call, November 2025 and accompanying presentation slides. Agentic Commerce: How Retailers Can Make Their Products Discoverable and Shoppable for 800 Million ChatGPT Users Agentic Commerce: How Retailers Can Employ OpenAI’s Agentic Commerce Protocol To Unleash a True AI Shopping Agent. 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:Higher-Income Sentiment Declines; Holiday Shopping Lull Before a Promotional Surge: US Consumer Survey InsightsConsumer Sentiment Shows Signs of Improvement Amid Temporary Tariff Reduction: China Consumer Survey InsightsWeekly US Store Openings and Closures Tracker 2025, Week 23: Rite Aid To Close Almost 500 StoresWeekly UK Store Openings and Closures Tracker 2025, Week 43: Gap Returns To Physical Stores
Deep DiveUS Black Friday 2025: Early Read—Early-Morning Footfall Points to a Selective Return of the Black Friday Store Energy Anand Kumar, Associate Director of Retail Research November 28, 2025 Reasons to ReadDiscover how Black Friday 2025 is reshaping in-store shopping amid a changing consumer and retail landscape. Read this report to discover answers to these and other questions: Which retailers successfully reignited early Black Friday store traffic—and which fell flat? How did promotional strategies differ across retailers, and what drove shopper urgency? Were shelves well-stocked and ready for the early rush—and where were the gaps? Which retailers used omnichannel and tech capabilities to their advantage this Black Friday? How did in-store environments and staffing levels shape the overall shopper experience? Companies mentioned in this report include: Abercrombie & Fitch, Adidas, Aritzia, Bath & Body Works, Best Buy, Kohl’s, Lululemon, Ralph Lauren, Sephora, TJ Maxx (TJX Companies), Uniqlo (Fast Retailing), Walmart, Zara (Inditex), and Target. Data in this report include: in-store foot traffic trends; promotional strategies and discount depth; inventory availability and stock levels; omnichannel fulfillment activity; and staffing and customer service benchmarks. Other relevant research: Holiday 2025: US Consumer Survey and Retail Outlook—From Social to Smart: AI Becomes the New Driver of Holiday Discovery and Value All our coverage of US holiday retail, including our Holiday Bites series of infographics 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:AI in Retail: What’s Now and What’s Next—Premium Subscriber Call, November 2025Five Ways Brands and Retailers Can Use AI/ML and Shared Data to Energize End-to-End Product ManagementThe Impacts of US Tariffs: Assessing Companies’ International Sourcing Exposure by CountryFinancial Optimism Falls to Lowest Recorded Level: China Consumer Survey Insights
Deep DiveHoliday 2025: Navigating Social Commerce—Top Strategies for Maximizing Engagement This Holiday Season Aditya Kaushik, Analyst November 28, 2025 Reasons to ReadWe dive into trending, retail-related posts we have seen during the 2025 holiday season (defined by Coresight Research as October–December), offering insights into the creative strategies employed by brands and retailers via these posts. Uncover the most effective social commerce strategies reshaping holiday retail in 2025. Read this report to discover answers to these and other questions: How are retailers using influencer-led social commerce to boost trust, engagement and sales across platforms like TikTok, Instagram and YouTube? In what ways are brands harnessing TV shows and movie-inspired hype to drive urgency, cultural relevance and consumer excitement this holiday season? What interactive campaign strategies are most effective at fueling consumer participation, generating user-generated content and enhancing brand loyalty? How are quirky holiday assortments and limited-time releases turning social media buzz into immediate conversions and store visits? Companies mentioned in this report include: Columbia Sportswear, Crocs, Facebook, Instagram, Kohl’s, Levi Strauss & Co., Macy’s, Old Navy, Target, TikTok, Ulta Beauty, Youtube and Walmart Data in this report include: Consumer expectations for finding gift ideas; attitudes toward using social media in holiday shopping; social platforms used for recent product purchases. Other relevant research: Holiday 2025: US Consumer Survey and Retail Outlook—From Social to Smart: AI Becomes the New Driver of Holiday Discovery and Value All our coverage of US holiday retail, including our Holiday Bites series of infographics 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:September 2025 US Retail Sales Outlook: Retail Outlook Score Plummets; Holiday-Quarter Growth Projection ModeratesUS Grocery Retailing—Themes, Concepts and Innovators: Opportunities Ahead Amid Increased Market ConcentrationHead-to-Head in Global Discount Grocery Retailing: Aldi vs. LidlHigh Income Consumers’ Sentiment Improves; Government Shutdown Impacting Shoppers: US Consumer Survey Insights
InfographicSector Focus: Home and Home-Improvement Shopping—Data Graphic Aditya Kaushik, Analyst November 28, 2025 Reasons to ReadOur Sector Focus data graphics feature the latest survey findings on US retail sectors and categories. Dive into the US home and home-improvement sector in this graphic. Head to our US Consumer Survey Insights Databank for the full selection of data from our quarterly sector surveys. Find our full selection of US Consumer Survey Insights reports and data graphics here. 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 33: FatFace To Close All Stores; 7-Eleven Announces Major Store ExpansionFinancial Confidence Improves: Weekly US Consumer Sentiment, Week 25, 2025—InfographicAI Insights: Instacart CEO Fidji Simo To Join OpenAI as CEO of ApplicationsWeekly UK Store Openings and Closures Tracker 2025, Week 45: Fired Earth To Close Stores Due to Administration
Store TrackerWeekly UK Store Openings and Closures Tracker 2025, Week 48: M&S To Open Up to 500 New Food Stores Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research November 28, 2025 Reasons to ReadKeep updated on the latest trends in the UK retail sector, where the number of new store openings is still outpacing closures in 2025. Read this report to discover answers to these and other questions: Which retailers have been responsible for the rise in openings and closures this week, and what factors are influencing these decisions? How do the store openings and closures in 2025 compare to 2024, and what are the key trends driving the year‑on‑year changes? Companies mentioned in this report include: Animal, Clarks, Dr. Martens, Haribo, Hawes & Curtis, Lugano Diamonds, Matalan, Mountain Warehouse, Pop Mart and Sweaty Betty. Data in this report include: weekly totals of UK store closures and openings for 2025 and 2024; retailer-level breakdowns of announced versus confirmed closures/openings. 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 Corporate and Financial Developments Databank includes details of management changes, financial guidance updates, retail and tech layoffs and capital raised by major retail companies. 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:US Forecast To See Multibillion-Dollar Hit from Falling International Visitor Spend: Another Retail HeadwindRetail Trends and Shopper Traffic Update, Q3: Early Findings & Strategic OutlookRolling Metric Improves This Week: Weekly US Consumer Sentiment, Week 41, 2025—Data GraphicEarnings Insights 1Q25, Week 4: Alibaba, Walmart and Others Report Sales Growth While Under Armour Reports Sales Decline—Infographic
Store TrackerWeekly US Store Openings and Closures Tracker 2025, Week 48: American Signature, Bed Bath & Beyond and Saks To Close Stores Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research November 28, 2025 Reasons to ReadFind out which retailers are driving the increase in US store closures in 2025 and which ones are still growing their presence. Read this report to discover answers to these and other questions: Which retailers have been at the forefront of the most recent store closures and openings across the US? How do the trends in store closures and openings in 2025 compare to those in 2024, and what insights can be drawn from these patterns? Companies mentioned in this report include: Alimentation Couche-Tard, Bath & Body Works, Belk, Burlington Stores, Dick’s Sporting Goods, Dr. Martens, Lugano Diamonds, Lululemon Athletica, Muji, Natural Grocers, Saks Fifth Avenue, The Buckle, The Gap, Inc., The North Face, Vessi, Williams-Sonoma, and Zara. Data in this report include: weekly totals of US store closures and openings for 2025 and 2024; retailer-level breakdowns of announced versus confirmed closures/openings; total store counts by retailer; total US retail bankruptcies year to date. 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 Corporate and Financial Developments Databank includes details of management changes, financial guidance updates, retail and tech layoffs and capital raised by major retail companies. 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:Weekly US Store Openings and Closures Tracker 2025, Week 19: Rite Aid Files for Bankruptcy—AgainWeekly US and UK Store Openings and Closures Tracker 2025, Week 2: Barnes & Noble CEO Announces Store Expansion PlanCEO Brief: Agentic AI—Creating a Digital Workforce to Achieve Enormous Leaps in EfficiencyInnovator Profile: PlayAbly—Creating Engaging, Branded Experiences with AI-Powered Shoppable Games
InfographicPersonal Financial Sentiment Hits Six-Month Low: Weekly US Consumer Sentiment, Week 48, 2025—Data Graphic Coresight Research November 27, 2025 Reasons to ReadThe Weekly US Consumer Sentiment Infographic series from Coresight Research provides a one-page data graphic on US consumers’ sentiment toward personal financial prospects and economic prospects. Data in this infographic are: US consumers’ expectations for the economy overall and for their own personal financial situation over the next 12 months—the latest six months of weekly trend data Selected callouts on key changes and data points Other relevant research: The full US Consumer Survey Insights reports from which these graphics feature highlights The accompanying US Consumer Survey Databank All Weekly US Consumer Sentiment infographics (The series launched in early March 2025.) 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:Connected TV’s Opportunities and Growing Pains: 10 Insights from CTV Connect 2025Consumer Sentiment Steadies: Weekly US Consumer Sentiment, Week 13, 2025—InfographicWeekly UK Store Openings and Closures Tracker 2025, Week 26: River Island To Close 30+ StoresInnovator Profile: BetterBasket—Optimizing Grocery Pricing with AI-Driven Insights
InfographicHoliday Bites: GLP-1 Disruption with Smaller Baskets, Smaller Sizes—and a Leaner Thanksgiving?—Data Graphic John Mercer, Head of Global Research and Managing Director of Data-Driven Research Sector Lead: Anand Kumar, Associate Director of Retail Research November 26, 2025 Reasons to ReadOur Holiday Bites series for 2025 spotlights proprietary survey data and analysis for the end-of-year holiday season. This series covers US consumer expectations for holiday spending, the shape and scale of demand and trends in shopper behavior during the holidays. In this graphic, we highlight change in shopping behavior related to usage of GLP-1 weight-loss drugs. Discover US consumers’ changes in shopping behavior due to intake of GLP-1 weight-loss medication—in total, and broken down by age. Data in this research report include: GLP-1 consumer survey data. Other relevant research: US Holiday 2025: Consumer Survey and Retail Outlook—From Social To Smart: AI Becomes the New Driver of Holiday Discovery and Value Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. All Coresight Research coverage of US holiday retail, including more Holiday Bites graphics 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 1Q25, Week 3: E-Commerce Sees Solid Results as Amazon, Coupang, Zalando and More Report Growth—InfographicAnalyst Corner: US Grocery Retail—Decoding the $1.6 Trillion Market, with Sujeet NaikFive Ways Brands and Retailers Can Use AI/ML and Shared Data to Energize End-to-End Product ManagementThree Data Points We’re Watching This Week, Week 13: Dollar Tree, Inc. To Sell Family Dollar
Event PresentationAI in Retail: What’s Now and What’s Next—Premium Subscriber Call, November 2025 John Harmon, CFA, Managing Director of Technology ResearchJohn Mercer, Head of Global Research and Managing Director of Data-Driven Research November 26, 2025 Reasons to ReadArtificial intelligence (AI) is no longer a future concept—it has become a present-day force reshaping retail. From generative AI in marketing to automation in merchandising and fulfillment, AI is redefining how retailers operate, compete and grow. Premium subscribers were invited to our monthly Premium Subscriber Call on Wednesday, November 26, 2025, at 11:00 AM ET. The Coresight Research team delivered a strategic briefing on where AI is delivering impact today—and what leaders must do next to prepare for 2026 and beyond. During the session, the Coresight Research team shared real-world AI use cases across retail sectors, tied to key technologies, and provided analyst perspectives on what’s ahead for AI in retail, including the latest developments in agentic AI. Watch the analyst video that features this presentation here. 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:Analyst Corner: Agentic AI Will Change Shopping and Selling, with John HarmonLower-Income Sentiment Continues to Weaken; Plus, Off-Price and Dollar Stores in Focus: US Consumer Survey InsightsSingles’ Day 2025 Around the World—Global ObservationsConsumer Sentiment Stabilizes Following Trade Talks and Rate Cut: US Consumer Survey Insights
Insight ReportSeptember 2025 US Retail Sales: Delayed Government Data Show Strong Retail Growth in September Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research November 26, 2025 Reasons to ReadIn September 2025, US retail sales (excluding gasoline and automobile sales) increased by 5%, an acceleration from the previous month. Using data from the US Census Bureau, we analyze US retail sales in September 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), September 2024– September 2025 Year-over-year changes in retail sales by sector, August and September 2025 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:The Agentic AI Playbook: How to Redefine Retail with Intelligent AutonomyUS Drugstore and Pharmacy Retailing: Themes, Concepts and Innovators—Rightsizing for Relevance; Smaller Footprints for a Bigger ImpactSector Focus: Home and Home-Improvement Shopping—Data GraphicSector Focus: E-Commerce Retailers and Marketplaces—Data Graphic
