Deep DiveWhat You Need to Know About US Tariffs and Consumers’ and Retailers’ Reactions—April 2025 Update Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research April 9, 2025 Reasons to ReadHow are new US tariffs—and other countries’ potential retaliation and responses—disrupting the US retail sector and broader economic landscape? In this report, we dive into the latest on tariffs and their impacts. Drawing on proprietary data and industry interviews, this report explores: Economic disruption—Forecasts show potential ripple effects through retail and the broader economy, including a projected spike in consumer prices and heightened risk of recession. Consumer sentiment and behavior shifts—US consumers fear economic repercussions and are adjusting spending as a result. Retailer reactions—From multinational apparel brands to off-price powerhouses, discover how major players are responding, such as by reallocating sourcing, accelerating inventory strategies and leveraging diversified supply chains. Strategic opportunities—While many retailers brace for margin compression, others—such as secondhand platforms and domestic manufacturers—stand to benefit from shifts in consumer behavior and sourcing dynamics. Data in this research report include US consumer survey data from Coresight Research: The impact that consumers expect tariffs to have on them personally and on the economy Concerns around new US tariffs and perceived benefits of tariffs Changes in consumer behavior to avoid the effects of new tariffs Expectations for the economy and personal finances over the next 12 months Companies mentioned in this report include: Abercrombie & Fitch, Bath & Body Works, Beiersdorf Aktiengesellschaft, BJ’s Wholesale Club, Dollar Tree, eBay, Kroger, NIKE, Skechers, The TJX Companies, VF Corporation Other relevant research: This report updates our previous insights published in February 2025: New Tariffs, New Challenges: How US Trade Policies Could Impact Prices and Profits. Mapping the US’s Reciprocal Import Tariffs: Which Nations Are Affected? Tariffs + Consumer Sentiment: A Timeline, 2025 Webinar replay—Adapting to Tariff Pressures: Strategies for Retail Success All our coverage of tariffs 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:Market Outlook: US Foodservice—Growth To Improve Amid Value-Focused InitiativesAnalyst Corner: Why India Retail is Primed for a Blockbuster Festive-Sale Season, with Manik BhatiaConsumer Sentiment Declines as Tariffs Loom: Weekly US Consumer Sentiment, Week 28, 2025—InfographicStore Tracker Extra: US Store Openings and Closures 2024 Review and 2025 Outlook
Deep DiveConsumer Sentiment Flatlines Ahead of Big Tariff Reveal; Plus, Mass Merchandisers and Wholesale Clubs in Focus: US Consumer Survey Insights Aditya Kaushik, Analyst April 8, 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. This week, in addition to our usual weekly findings on consumer sentiment, activities and shopping patterns, we dive into findings on mass merchandiser and warehouse club shopping specifically. Uncover popular retailers and the most bought categories in these sectors. The latest data in this report are from our survey conducted on March 31, 2025, with headline findings on the dominance of Walmart (by shopper penetration). We also highlight steady trends in consumers’ financial and economic expectations ahead of reciprocal tariffs being announced Data in this research report are our latest proprietary survey findings on: Popular retailers and product categories among mass merchandiser and warehouse club shoppers Consumers’ expectations for the economy overall and for their own personal financial situation—plus, breakdowns of our findings by income 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: BJ’s Wholesale Club, Costco, Sam’s Club, Target, Walmart Other relevant research: US Mass Merchandisers, Warehouse Clubs and Discount Stores— Retail 2025 Sector Outlook: Essentials To Fuel Revenue Growth Where Shoppers Live vs. Where They Shop: US Consumer Survey Insights Extra All our coverage of mass merchandisers, discount stores and warehouse clubs All our coverage of tariffs March 2025 US Retail Sales Outlook: Lowering Our Retail Growth Projections in an Uncertain Context 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:The New Coresight 100: Leading the Retail Charge in 2025Innovator Profile: Sotira—Monetizing Surplus Inventory with Automated Compliance, Logistics and Resale ChannelsWeekly US Store Openings and Closures Tracker 2025, Week 38: Global Names, Including LEGO, Monos and Uniqlo, Continue to ExpandUnlocking Success: The Pathway to Profitability for US Brands and Retailers
InfographicThree Data Points We’re Watching: Will Stock Market Volatility Impact US Consumer Spending? John Mercer, Head of Global Research and Managing Director of Data-Driven Research April 8, 2025 Reasons to ReadWe present new survey data on US consumers’ responses to changes in the stock market. Discover the impacts of stock market volatility on consumer spending overall and by income and age. This graphic serves as bonus content to our Three Data Points We’re Watching This Week series, which publishes every Friday and spotlights key data points from our research. Other relevant research: The 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:Earnings Insights 4Q24, Week 6: Sales Decline for Kroger, Macy’s, Ross Stores and Other Retailers—InfographicHighlights from NextGen 2025: Retail, Real Estate & the New Consumer—InfographicSteadiness Continues: Weekly US Consumer Sentiment, Week 15, 2025—InfographicRedefining Global Sourcing: What a US–India Trade Deal Means for Retailers and Manufacturers
Insight Report4Q24 Retail Inventory Insights: Retailers Maintain Lean Inventories as Overall Inventory Ratio Remains Unchanged Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research April 8, 2025 Reasons to ReadOur quarterly US Retail Inventory Insights series analyzes inventory trends in US retail. In this report, dive into trends by sector and inventory turnover ratios among major US retailers in the fourth quarter of 2024 (4Q24). We analyze inventory levels across ten sectors: beauty, department stores, discount stores, electronics, food and grocery, home and home-improvement, luxury, mass merchandisers, specialty apparel and warehouse clubs. The companies featured in this series are among those listed in the Coresight 100. Data in this report include: Inventory turnover ratios by quarter for the latest quarter and the prior eight quarters Year-over-year changes in inventory values of covered US retailers for the latest quarter and the prior quarter Companies mentioned in this report include: American Eagle Outfitters, Bath & Body Works, Costco Wholesale, Dollar Tree, The Home Depot, Kohl’s, Kroger, Lowe’s Companies, Macy’s, Tapestry, Target, The TJX Companies, Ulta Beauty, Walmart Other relevant research: Read the previous report in the series, which looks at 3Q24. Discover more research reports on retail management from Coresight Research. The US Retail Traffic and In-Store Metrics Databank provides monthly US retail traffic and in-store metrics for nonfood retailing. 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 State of US Consumer Sentiment: Insights Presented at NARG Spring Meeting 2025Sentiment, Tariffs and Inflation—How Is the US Shopper Reacting? US Consumer Survey InsightsThe Intelligent Inventory Playbook: How to Approach Inventory ExcellenceRolling Metric Continues Upward Trend: Weekly US Consumer Sentiment, Week 30, 2025—Infographic
Analyst CornerAnalyst Corner: Agentic AI—The New Wave of AI Opportunity, with Charlie Poon Charlie Poon, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research April 6, 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, Charlie Poon, Analyst, discusses the building blocks of agentic AI (artificial intelligence)—an emerging technology that builds on GenAI (generative AI) and is set to be transformative for retail and other industries. We also highlight our key research from the past week and upcoming reports to look out for, so you don’t miss out. Other relevant research: All our coverage of AI in retail 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. Read previous Analyst Corner reports, including last week’s report, which discusses three key real estate trends we are watching in the US retail market 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:Amazon Prime Day India 2025: Preview—Capitalizing on E-Commerce Momentum; Unlocking Small-Town Potential Through Speed and ValueHoliday 2025: The Last Mile—Tariff-Driven Early Buying To Ease Peak Season Shipping RushUS Store Tracker Extra, May 2025: Rite Aid Takes Total Closed Retail Space to Over 110 Million Square FeetEarnings Insights 4Q24, Week 5: Most Companies Report Strong Growth Results This Week—Infographic
Insight ReportUS Tariffs: Who Wins, Who Loses and What It Means for the Economy Anand Kumar, Associate Director of Retail ResearchDeborah Weinswig, CEO and Founder April 4, 2025 Reasons to ReadOn April 2, 2025, the US government announced new reciprocal tariffs on dozens of countries around the world, potentially disrupting global trade, driving up costs for businesses and accelerating supply chain shifts. Rising trade barriers and tariffs are fundamentally reshaping global supply chains and corporate strategies. We examine the industries poised to benefit or suffer in a high-tariff environment, highlighting the importance of supply chain resilience and flexibility. We also assess the broader macroeconomic impact of tariffs on inflation, consumer demand and global trade patterns. Companies mentioned in this report include: Amazon, Dollar General, NIKE, Patagonia, Poshmark, The RealReal, The TJX Companies Other relevant research: Mapping the US’s Reciprocal Import Tariffs: Which Nations Are Affected? Tariffs + Consumer Sentiment: A Timeline, 2025 Webinar replay—Adapting to Tariff Pressures: Strategies for Retail Success All our coverage of tariffs 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: Three Technologies Driving the Future of US Retail, with Anand KumarCanada Store Openings and Closures Tracker 2025: Best Buy, Dollarama and Loblaw Companies Lead Openings at the Start of the YearUS CPG Sales Tracker: Beauty and Food Drive E-Commerce Growth; Discretionary Categories ReboundThree Data Points We’re Watching This Week, Week 25: Predictive Data—Looking Ahead in US Retail
Insight ReportAmazon Bids to Acquire TikTok—What It Means for US E-Commerce Anand Kumar, Associate Director of Retail Research April 4, 2025 Reasons to ReadOn April 3, 2025, e-commerce giant Amazon reportedly submitted a bid to acquire TikTok from its Chinese parent company, ByteDance. We examine the implications of the bid and the potential impact of a successful deal on the US e-commerce sector. Originally expected in January, a potential US government ban on TikTok was delayed until April 5, 2025, and has been postponed again today (April 4) for 75 days. Data in this research report include: Proprietary survey data: How long TikTok users they been using TikTok and how likely they are to continue using the platform in the next 12 months Companies mentioned in this report include: Amazon, eBay, Meta, Microsoft, Oracle, TikTok, Walmart Other relevant research: Navigating TikTok’s Uncertainty: Analyzing Challenges and Emerging User Migration Trends Consumer Sentiment Falls Further After Stock-Market Sell-Off; Plus, Social Commerce in Focus: US Consumer Survey Insights TikTok Shop: How Brands, Merchants and Creators Can Sell Products Directly on the Social Platform All of our coverage of e-commerce 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:July 2025 US Retail Sales: Growth Accelerates to Second-Highest Rate YTD, Supported by Prime DayWeekly US Store Openings and Closures Tracker 2025, Week 43: Astrid & Miyu and Hermès Open StoresUS Retail and Logistics Holiday Hiring Hits Lowest Level in Over a Decade—Data GraphicUS Beauty Retailing: Market Forecast and Competitive Landscape—From Rebound to Reinvention in 2026
Store TrackerWeekly US Store Openings and Closures Tracker 2025, Week 14: Urban Outfitters Announces Expansion Plan Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research April 4, 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 recent major store expansion plan announced by Urban Outfitters. Non-store-closure news includes Macy’s appointing a new Chief Operating Officer and Chief Financial Officer. This report presents data up to week 14 of 2025, ended April 4, 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: Edikted, GameStop, Kroger, Macy’s, The Paper Source, Urban Outfitters Other relevant research: The full collection of Store Tracker reports, covering developments in the UK, the US and Canada 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:Weekly US Store Openings and Closures Tracker 2025, Week 28: Store Closures Climb by Two-Thirds vs. Last YearSycamore Partners To Acquire Walgreens Boots Alliance—Exploring the Reasons for and Implications of the $23.7 Billion DealUS Store Tracker Extra, August 2025: At Home, Claire’s and Office Depot Closures Add 4+ Million Square Feet to Total Closed Retail SpaceInnovator Profile: MUSE Inc.—Transforming Retail Operations with Intelligent Store Robots
Store TrackerWeekly UK Store Openings and Closures Tracker 2025, Week 14: Marks & Spencer Announces Store Openings Across Multiple Formats Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research April 4, 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 Marks & Spencer’s recently announced store expansion plan, with store openings occurring across many of its formats. This report presents data up to week 14 of 2025, ended April 4, 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: Arne, Boux Avenue, Frasers Group, IKEA, Marks & Spencer (M&S), Moss, Shoe Zone, SunGod Other relevant research: The full collection of Store Tracker reports, covering developments in the UK, the US and Canada 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:AI Insights: Instacart CEO Fidji Simo To Join OpenAI as CEO of ApplicationsAnalyst Corner—Key Tech Themes at CES 2025 and NRF 2025, with John HarmonThree Data Points We’re Watching This Week, Week 24: Consumer Sentiment Improves: US vs. ChinaThree Data Points We’re Watching This Week, Week 13: Dollar Tree, Inc. To Sell Family Dollar
InfographicThree Data Points We’re Watching This Week, Week 14: What US Consumers Think About Tariffs John Mercer, Head of Global Research and Managing Director of Data-Driven Research April 4, 2025 Reasons to ReadOur Three Data Points We’re Watching This Week series spotlights key data points from this week’s research. Discover key data points we are watching in week 14 of 2025. This week, which saw the US announce reciprocal tariffs, we spotlight proprietary survey findings on what US consumers think about tariffs, including their greatest concerns and perceptions of benefits. Look out for the full research report behind these data points, publishing soon. Other relevant research: Adapting to Tariff Pressures: Strategies for Retail Success Inflation Up, Sentiment Down: Alarm Bells for the US Consumer Economy? All graphics in the Three Data Points series This document was generated for Other research you may be interested in:Innovator Profile: PlayAbly—Creating Engaging, Branded Experiences with AI-Powered Shoppable GamesInnovator Profile: Palate—Agile, Authentic Product Feedback for Better Food InnovationWeekly UK Store Openings and Closures Tracker 2025, Week 36: UK Sees 25% Fewer Closures Year Over YearHoliday Bites: US Holiday Travelers Plan To Spend Less—Data Graphic
Insight ReportMapping the US’s Reciprocal Import Tariffs: Which Nations Are Affected? Coresight Research April 3, 2025 Reasons to ReadOn April 2, 2025, dubbed “Liberation Day” by US President Trump, the US announced reciprocal tariffs that American businesses will have pay to import products from dozens of nations. We provide the full list of reciprocal tariffs, and chart the import rates of affected nations by continent. Other relevant research: Webinar replay—Adapting to Tariff Pressures: Strategies for Retail Success US Tariffs on Canada and Mexico: What US Consumers Think Inflation Up, Sentiment Down: Alarm Bells for the US Consumer Economy? New Tariffs, New Challenges: How US Trade Policies Could Impact Prices and Profits Retail 2025: US Macro, Consumer and Retail Outlook Reciprocal Tariffs Announced by the US On April 2, 2025, dubbed “Liberation Day” by US President Trump, the US announced reciprocal tariffs that American businesses will have pay to import products from dozens of nations. These tariffs, which will come into effect on April 9, 2025, are on top of a baseline tariff of 10% on all imports, effective April 5, 2025. This means that, for example, imports from China will be subject to the nation’s 34% reciprocal tariff as well as the previously announced 10% tariff and the across-the-board 10% tariff. We chart the reciprocal tariffs by nation (categorized by continent) below and provide the full list, in alphabetical order, in the appendix. Figure 1. Reciprocal Import Tariffs Announced by the US (Countries Categorized by Continent, Charted in Descending Order by Tariff Rate) Announced April 2, 2025; To come into effect on April 9, 2025 Source: The White House/Coresight Research Appendix Appendix Figure 1. The Full List of Reciprocal Import Tariffs Announced by the US (Listed in Alphabetical Order) Algeria: 30% Fiji: 32% Malaysia: 24% Saint Pierre and Miquelon: 50% Angola: 32% Guyana: 38% Mauritius: 40% Serbia: 37% Bangladesh: 37% India: 27% Moldova: 31% South Africa: 30% Bosnia and Herzegovina: 36% Indonesia: 32% Mozambique: 16% South Korea: 25% Botswana: 38% Iraq: 39% Myanmar (Burma): 44% Sri Lanka: 44% Brunei: 24% Israel: 17% Namibia: 21% Switzerland: 31% Cambodia: 49% Japan: 24% Nauru: 30% Syria: 41% Cameroon: 12% Jordan: 20% Nicaragua: 18% Taiwan: 32% Chad: 13% Kazakhstan: 27% Nigeria: 14% Thailand: 36% China: 34% Laos: 48% Norfolk Island: 29% Tunisia: 28% Cote d’Ivoire: 21% Lesotho: 50% North Macedonia: 33% Vanuatu: 23% Democratic Republic of the Congo: 11% Libya: 31% Norway: 16% Venezuela: 15% Equatorial Guinea: 13% Liechtenstein: 37% Pakistan: 29% Vietnam: 46% European Union: 20% Madagascar: 47% Philippines: 17% Zambia: 17% Falkland Islands: 42% Malawi: 18% Reunion: 37% Zimbabwe: 18% Source: The White House This document was generated for Other research you may be interested in:Beauty Shopping in Focus; Economic Sentiment Turns Negative: US Consumer Survey InsightsWeekly UK Store Openings and Closures Tracker 2025, Week 23: Aldi and Topshop To Open StoresInnovator Profile: Veesual—Enhancing the Online Apparel Shopping Journey with Image GenerationAnalyst Corner: US Shoppers Are Worried About Higher Prices from Tariffs—Consumer Survey Insights with John Mercer
InfographicEconomic and Financial Sentiment Stabilizes: Weekly US Consumer Sentiment, Week 14, 2025—Infographic Coresight Research April 3, 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 our latest proprietary survey findings on: US consumers’ expectations for the economy overall and for their own personal financial situation over the next 12 months This week, we highlight stabilization in financial and economic expectations following a sustained period of declines. The latest data in this infographic are from our survey conducted on March 24, 2025. Dive into the research behind this infographic: Consumer Sentiment Stabilizes… for Now; Plus, Inflation Awareness Rises: US Consumer Survey Insights Other relevant research: Inflation Up, Sentiment Down: Alarm Bells for the US Consumer Economy? 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:April 2025 US Retail Sales: Growth Rate Reaches New High for 2025 Despite Economic UncertaintyHoliday 2025: US Consumer Survey and Retail Outlook—From Social to Smart: AI Becomes the New Driver of Holiday Discovery and ValueAnalyst Corner: Retail Giants Drive the Second Wave of Quick Commerce in India, with Madhav Pitaliya2Q25 Retail Inventory Insights: Diverging Strategies Amid Tariff Impacts in the Pre-Holiday Build-Up
Deep Dive4Q24 Earnings Season Wrap-Up: Widespread Positive Sales Growth Recorded This Quarter Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research April 3, 2025 Reasons to ReadWe review recent quarterly earnings for companies in the Coresight 100, our focus list of retailers and brand owners, covering revenues, earnings per share (EPS) and comps, and considering consensus estimates and year-over-year changes. In this report we cover the fourth quarter of 2024 (4Q24), in which more than half the covered companies posted positive year-over-year sales growth rates. Data in this report include: Quarterly data from companies, including gross margins and sales data by brand (where applicable), channel and geography Companies mentioned in this report include: Alibaba, Amazon, Best Buy, CVS Health, Carrefour, Chewy, Costco Wholesale, Dollar General, Dollar Tree, Foot Locker, Gap, Inc., The Home Depot, JD.com, Kohl’s, Kroger, Lowe’s, Lululemon Athletica, Macy’s, Petco, Ross Stores, Skechers, Target, The TJX Companies, Ulta Beauty, Walgreens Boots Alliance, Walmart Other relevant research: Explore all our Earnings Insights reports, including previous quarterly wrap-ups. The Coresight 100 list 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:Weekly US Store Openings and Closures Tracker 2025, Week 21: US Store Closure Cross 5,000 as Rite Aid Begins Closing StoresSentiment Hits Four-Month Low as Higher-Income Confidence Weakens; Plus, Mass Merchandisers and Warehouse Clubs in Focus: US Consumer Survey InsightsMapping the US’s Reciprocal Import Tariffs: Which Nations Are Affected?4Q24 Retail Inventory Insights: Retailers Maintain Lean Inventories as Overall Inventory Ratio Remains Unchanged
Store TrackerUS Store Tracker Extra, March 2025: US Total Closed Retail Space Exceeds 100 Million Square Feet Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research April 2, 2025 Reasons to ReadIn March 2025, closures by Big Lots, Forever 21 and Macy’s caused total US closed retail space for the year to push past 100 million square feet, according to Coresight Research estimates. Discover 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 March 28, 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: Big Lots, BJ’s Wholesale Club, Dollar General, Dollar Tree, Forever 21, Macy’s, Ross Stores, The TJX Companies Other relevant research: Read more research reports covering physical retail. View our full collection of store tracker reports. The Coresight Research 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:Singles’ Day 2025 Around the World—Global ObservationsSector Focus: Off-Price Shopping—Data GraphicThree Data Points We’re Watching This Week, Week 4: US Store Openings and Closures—2024 ReviewEconomic Sentiment Remains Under Pressure; Plus, Apparel Shopping in Focus: US Consumer Survey Insights
Deep DiveConsumer Sentiment Stabilizes… for Now; Plus, Inflation Awareness Rises: US Consumer Survey Insights Aditya Kaushik, Analyst April 2, 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. This week, in addition to our usual weekly findings on consumer sentiment, activities and shopping patterns, we discuss how shoppers perceive and are responding to inflation. The latest data in this report are from our survey conducted on March 24, 2025, with headline findings on the prevalence of trading down as an inflation-combating strategy. Plus, we detail our view on the US consumer economy, given uncertainty amid tariffs and recent declines in consumer sentiment. Data in this research report are our latest proprietary survey findings on: Consumers’ expectations for the economy overall and for their personal financial situation Consumers’ perceptions of 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: March 2025 US Retail Sales Outlook: Lowering Our Retail Growth Projections in an Uncertain Context Inflation Up, Sentiment Down: Alarm Bells for the US Consumer Economy? 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:Shoptalk Spring 2025 “Shark Reef” Startup Pitch: Recap—12 Innovators, Two WinnersSingles’ Day 2025: Three Trends To Look For as AI Moves Center StageApril 2025 US Retail Sales: Growth Rate Reaches New High for 2025 Despite Economic UncertaintyEssential Guide to Groceryshop 2025: Harnessing AI, Shopper Insights and Retail Media to Build Future-Ready Commerce
