Event PresentationShoptalk Spring 2025—Our Takeaways: Coresight Research Premium Subscriber Call, April 2025 John Mercer, Head of Global Research and Managing Director of Data-Driven Research April 1, 2025 Reasons to ReadOn April 1, 2025, the monthly Coresight Research Premium Subscriber Call presented our insights from Shoptalk Spring 2025. Coresight Research is a research partner of Shoptalk Spring 2025, which took place during March 25–27 in Las Vegas, Nevada, US. In this presentation, explore selected themes that took the spotlight during the event, covered in panel discussions with retail leaders and our conversations with technology innovators. From unified commerce to retail media, don’t miss our top takeaways! Premium subscribers can watch the on-demand webinar replay here. Featured speakers on the Coresight Research team: John Mercer, Head of Global Research and Managing Director of Data-Driven Research John Harmon, Managing Director of Technology Research Anna Beller, Director of Special Projects Stephan Deemer, Research Team Data in this presentation includes: Proprietary US consumer survey data—the importance of enjoyable in-store experiences; what shoppers want from a beauty brand Global retail media market size and growth trajectory Other relevant research: Catch up on our extensive coverage of Shoptalk Spring here. The Coresight Research BEST Framework for retail excellence Retail-Tech Landscape: Unified Commerce From Omnichannel to Unified Commerce: Elevating Cross-Channel Customer Experiences to the Next Level Retail 2025: 10 Trends Shaping the Retail Media Market All our coverage of retail media 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:Three Data Points We’re Watching This Week, Week 23: US Retail Sectors in FocusConsumer Sentiment Climbs from July Trough, as Tariff Truce Extended: China Consumer Survey InsightsAnalyst Corner: US Mass Merchandisers, Warehouse Clubs and Discount Stores—Target in Transition as Dollar Stores and Clubs Surge Ahead, With Sujeet NaikWeekly UK Store Openings and Closures Tracker 2025, Week 13: Kingfisher Announces Store Expansion Plans; Whole Foods Opens New London Store
Insight ReportDollar Tree To Divest Family Dollar: Here’s What It Means—Consumer + Real Estate Data Analysis Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research April 1, 2025 Reasons to ReadOn March 26, 2025, Dollar Tree, Inc. announced that it has reached an agreement under which private equity firms Brigade Capital Management and Macellum Capital Management will acquire the Family Dollar business for $1.0 billion. We offer our take on the sale. Discover the key factors in Dollar Tree’s integration struggles with Family Dollar and what the acquisition agreement means for Dollar Tree, Family Dollar and other retailers Data in this research report include: Proprietary US consumer survey data—shopper penetration at major dollar stores in the US; customer base breakdown for Dollar Tree and Family Dollar by income and location Store maps for Dollar Tree and Family Dollar Companies mentioned in this report include: Dollar General, Dollar Tree/Family Dollar, Shein, Temu, Walmart Other relevant research: Company Dashboard: Dollar Tree Three Data Points We’re Watching This Week, Week 13: Dollar Tree, Inc. To Sell Family Dollar All our coverage of the mass merchandise, discount store and warehouse club sector Consumer Sentiment Steadies; Plus, Off-Price and Dollar-Store Shopping in Focus: US Consumer Survey Insights 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:Amazon Prime Day India 2025: Wrap-Up—Biggest-Ever Prime Day Spurs Tier 2 and Tier 3 Markets’ Growth and Premium BuysUS Store Tracker Extra, March 2025: US Total Closed Retail Space Exceeds 100 Million Square FeetAnalyst Corner—US Convenience Store Retailing: Battling Headwinds and Seeking New Opportunities, with Sujeet NaikUS Online Grocery Survey 2025: Full-Basket Orders Increase as Delivery Retains Its Dominance
Deep DiveSeasonal Shopping, 2Q25—Expectations for Easter, Memorial Day, Mother’s Day, Father’s Day; Plus, Holiday 2025 Plans: US Consumer Survey Insights Extra Aditya Kaushik, Analyst April 1, 2025 Reasons to ReadThe Coresight Research monthly US Consumer Survey Insights series offers a more detailed or specific take on trends and data from our weekly surveys of US consumers. This month, we continue our quarterly Seasonal Shopping series. We assess consumers’ spending expectations for calendar events in the second quarter of 2025 (2Q25): Easter, Memorial Day, Mother’s Day and Father’s Day. We also preview the end-of-year holiday season with an early outlook on shoppers’ spending plans and preferences. Plus, we review holidays during 1Q25, analyzing how consumers celebrated Valentine’s Day and Presidents’ Day and how this behavior compared to their earlier plans. The appendix of this report provides results on consumers’ shopping behaviors from our weekly survey questions aggregated in four-week increments over the past few months. Data in this research report are our latest proprietary survey findings on: Whether US consumers expect to spend on Easter, Memorial Day, Mother’s Day and Father’s Day, and how much they expect to spend on each event compared to last year and in dollar terms How consumers plan to celebrate events in 2Q25—and breakdowns by gender, age and income for selected holidays Consumers’ spending expectations for the 2025 holiday season Actual consumer behavior and spending during Valentine’s Day and Presidents’ Day (1Q25) Other relevant research: All our coverage of US holiday retail and festivals/holidays Read the full series of US Consumer Survey Insights and US Consumer Survey Insights Extra reports. 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:AWS Re:Invent 2025: Five Insights from a Flood of Agentic AI Announcements by AmazonWeekly US Store Openings and Closures Tracker 2025, Week 14: Urban Outfitters Announces Expansion PlanUS Holiday 2025: Early Outlook—Improving Signals, But Will It Last?NRF 2025: Retail’s Big Show: Day Two—Diving into Loyalty and Sustainability with Sephora, Target, Walmart and Others
Deep DiveUnlocking Success: The Pathway to Profitability for US Brands and Retailers Manik Bhatia, Head of Custom Research Sector Lead: Steven Winnick, Vice President—Innovator Services March 31, 2025 Reasons to ReadDriving margin expansion is increasingly challenging in a highly competitive retail environment and amid growing uncertainty around tariffs and trade agreements that affect input costs and product prices. Achieving sustainable and profitable growth requires businesses to overcome multiple challenges across various business functions. We analyze proprietary survey findings to uncover the key challenges for brands and retailers and examine which technologies retail companies are prioritizing to solve them. Read this report to explore the path to profitability across the retail value chain, from partnerships and product assortment to retail media to delivery and returns. Plus, understand how to reach ROI (return on investment) goals by future-proofing technology investments. Data in this research report include: US online retail sales and e-commerce penetration, 2024–2029E Coresight Research survey findings—Extent of selected profitability challenges among US brands and retailers; top challenges for brands and retailers in selected business functions; current technology investment levels and future plans This report is produced and made available to non-subscribers of Coresight Research in partnership with Rithum, an end-to-end provider of network capabilities and platforms for building durable and sustainable e-commerce businesses for brands and retailers. Other relevant research: 2025 Tariffs: Impacts on the US Consumer Economy—Infographic Retail 2025: 10 Trends in Retail Technology Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. Retail 2025: 10 Trends Shaping the Retail Media Market Read more reports on retail management and retail media All Innovator Research from Coresight Research Non-subscribers can access the report by completing the form on this page. The report will arrive in your inbox upon completion of the form. 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:Consumer Sentiment Climbs from July Trough, as Tariff Truce Extended: China Consumer Survey InsightsInnovator Profile: Kalder—Monetizing Customer Loyalty with White-Label Cashback and RewardsInflation Up, Sentiment Down: Alarm Bells for the US Consumer Economy?US CPG Sales Tracker: Beauty and Food Drive E-Commerce Growth; Discretionary Categories Rebound
Analyst CornerAnalyst Corner: Are You Ready for the Future of Physical Retail? Three Trends in US Retail Real Estate, with Anand Kumar Anand Kumar, Associate Director of Retail Research March 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, Anand Kumar, Managing Director of Retail Research, discusses three key real estate trends we are watching in the US retail market in 2025 and beyond, covering technology integration, experiential retail and more. 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: Afresh Technologies, Albertsons, Dick’s Sporting Goods, RELEX, Ulta Beauty, Wesco Dive into this topic in more detail: US Retail—Real Estate Insights: Embracing Small Store Formats, Immersive Experiences and Emerging Technologies Other relevant research: US Retail—Real Estate Insights: Embracing Small Store Formats, Immersive Experiences and Emerging Technologies Market Navigator: US Retail and E-Commerce—Seizing Opportunities Amid a Changing Landscape Retail 2025: What Will Redefine US Retail?—Coresight Research Predictions We track store closures, openings and bankruptcies in the US and the UK in our weekly reports. 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. 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 spotlights the US beauty market, diving into key trends across major players’ latest earnings results. 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:Financial Confidence Stabilizes: Weekly US Consumer Sentiment, Week 42, 2025—Data GraphicRetail Crime and Shrink: More Shoppers Say No to Locked-Up Merchandise; Self-Checkout Gets a MakeoverThree Data Points We’re Watching This Week, Week 25: Predictive Data—Looking Ahead in US RetailAnalyst Corner: Agentic Commerce Is Progressing at Warp Speed, with John Harmon
Store TrackerWeekly US Store Openings and Closures Tracker 2025, Week 13: Dollar Tree and Five Below Drive Store Openings Aaron Mark Dsouza, Data Analyst March 28, 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 discount-store developments—namely, store openings by Five Below and Dollar Tree, Inc., as well as the sale of Family Dollar. Plus, footwear retailer Soleply has filed for Chapter 11 bankruptcy. Non-store-closure news includes The Container Store’s CEO stepping down. This report presents data up to week 13 of 2025, ended March 28, 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: Alimentation Couche-Tard, Best Buy, Dollar Tree/Family Dollar, Five Below, Signet Jewelers, Soleply, The Container Store, Torrid Other relevant research: The full collection of Store Tracker reports 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:Three Data Points We’re Watching This Week, Week 25: Predictive Data—Looking Ahead in US RetailShoptalk Spring 2025: Day One—Creating Value Is Critical to Success; Tech-Powered Personalization Permeates Panel DiscussionsInnovator Profile: ReFiBuy—Solving Research-Find-Buy E-commerce Challenges with Agentic AITariffs Prompt Pull-Forward Purchases: What Are Consumers Buying Early?—Data Graphic
Store TrackerWeekly UK Store Openings and Closures Tracker 2025, Week 13: Kingfisher Announces Store Expansion Plans; Whole Foods Opens New London Store Aaron Mark Dsouza, Data Analyst March 28, 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 openings by Kingfisher and Whole Foods, and closures by Morrisons, as well as other developments from other retailers. Non-store-closure news includes The White Company appointing a new Chief Financial Officer (CFO). This report presents data up to week 13 of 2025, ended March 28, 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: Frasers Group,Kingfisher (B&Q, Screwfix), Morrisons, Next, Pandora, The White Company, Whole Foods Market Other relevant research: The full collection of Store Tracker reports 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:Retail-Tech Landscape: Israel—January 2025 UpdateWeekly US and UK Store Openings and Closures Tracker 2025, Week 11: US Store Openings Gain Momentum—Updates from BJ’s, Dick’s, Macy’s and MoreUS Black Friday 2025: Early Read—Early-Morning Footfall Points to a Selective Return of the Black Friday Store EnergyUS Grocery Retailing—Themes, Concepts and Innovators: Opportunities Ahead Amid Increased Market Concentration
InfographicThree Data Points We’re Watching This Week, Week 13: Dollar Tree, Inc. To Sell Family Dollar John Mercer, Head of Global Research and Managing Director of Data-Driven Research March 28, 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 13 of 2025. This week, amid the news that Dollar Tree is selling the Family Dollar business, we offer proprietary US consumer survey data on shopper penetration rates at these dollar stores. Dive into the full research report behind these data points: Consumer Sentiment Steadies; Plus, Off-Price and Dollar-Store Shopping in Focus: US Consumer Survey Insights 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:2026 Sector Outlook: US Beauty Retailing—Fragrance, GLP-1 and Science-Led Innovation To Drive ExpansionRetail 2025: India Retail Predictions—Midyear Trends UpdateAnalyst Corner: Why India Retail is Primed for a Blockbuster Festive-Sale Season, with Manik BhatiaUS CPG Sales Tracker: Homecare and Health Dominate at the Start of 2025
Event CoverageShoptalk Spring 2025: Day Three—Community Building, Earning Loyalty and Enhancing Search Are Top of Mind John Harmon, CFA, Managing Director of Technology ResearchStephan Deemer, Associate March 27, 2025 Reasons to ReadCoresight Research is a research partner of Shoptalk Spring 2025, taking place during March 25–27 in Las Vegas, Nevada, US. In this report, we present highlights from the third (and final) day of the conference. Discover insights on community building, loyalty and AI (artificial intelligence)-powered search. This report has been updated since first published to include insights from the day’s afternoon sessions. More on Shoptalk Spring: Essential Guide to Shoptalk Spring 2025: Navigating the Future of Customer-Centric Retail with AI and Unified Commerce You can find all our coverage of Shoptalk Spring 2025 here. 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:AI in Retail: What’s Now and What’s Next—Premium Subscriber Call, November 2025Groceryshop 2025 Wrap-Up: Reinventing Grocery for an AI-Driven, Health-Focused and Value-Conscious EraHigh-Income Consumers Drive Uptick in Financial Optimism: Weekly US Consumer Sentiment, Week 22, 2025—InfographicEarnings Insights 1Q25, Week 4: Alibaba, Walmart and Others Report Sales Growth While Under Armour Reports Sales Decline—Infographic
Event CoverageShoptalk Spring 2025 “Shark Reef” Startup Pitch: Recap—12 Innovators, Two Winners Coresight Research March 27, 2025 Reasons to ReadOn March 25–26, 2025, the “Shark Reef” Startup Pitch at Shoptalk Spring 2025 saw 12 early-stage retail-technology innovators compete to win the Judges’ Choice and Audience Choice awards. We present highlights from the competition in this recap report. Discover solutions spanning the customer experience and business efficiency, and find out which startups won! Coresight Research is a research partner of Shoptalk Spring 2025, an annual conference that explores the latest trends, innovations and challenges in the retail industry. Deborah Weinswig, CEO and Founder of Coresight Research, emceed the Startup Pitch and served as the lead judge. Lead image: The winners and judges at the Shoptalk Spring 2025 “Shark Reef” Startup Pitch Source: Shoptalk Other relevant research: Retail 2025: 10 Trends in Retail Technology 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. More on Shoptalk Spring: The associated event presentation: Shoptalk Spring 2025 “Shark Reef” Startup Pitch: Event Format and Competitors The Coresight Research Innovator Profile series provides more detail on each Startup Pitch innovator. Catch up on insights from all Shoptalk events here. 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 2025 Wrap-Up: US Purchase Rate Jumps as Retail Rivalry Heats Up—Exclusive Data InsightsResearch Preview: Agentic Commerce—Retail Moves to Product Visibility and Checkout on ChatGPTWeekly US and UK Store Openings and Closures Tracker 2025, Week 6: Bargain Hunt and Liberated Brands To Close About 200 StoresFinancial Confidence Stabilizes: Weekly US Consumer Sentiment, Week 42, 2025—Data Graphic
InfographicConsumer Sentiment Steadies: Weekly US Consumer Sentiment, Week 13, 2025—Infographic Coresight Research March 27, 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 steadying financial expectations but continued declines in economic sentiment. The latest data in this infographic are from our survey conducted on March 17, 2025. Dive into the research behind this infographic: Consumer Sentiment Steadies; Plus, Off-Price and Dollar-Store Shopping in Focus: 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. 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:Three Data Points We’re Watching This Week, Week 3: Retailer FocusInnovator Profile: Nectar Social—Elevating Consumer Engagement Through Agentic Social CommerceEarnings Insights 4Q24, Week 5: Most Companies Report Strong Growth Results This Week—InfographicOnline Shopping in Focus—Amazon Dominates E-Commerce Competition: US Consumer Survey Insights
Event CoverageShoptalk Spring 2025: Day Two—Next-Generation Search and the Leading Edge of Storytelling, from Influencers to Lived Values Anna Beller, Vice President of AdvisoryJohn Harmon, CFA, Managing Director of Technology ResearchStephan Deemer, AssociateSteven Winnick, Vice President—Innovator Services March 26, 2025 Reasons to ReadCoresight Research is a research partner of Shoptalk Spring 2025, taking place during March 25–27 in Las Vegas, Nevada, US. In this report, we present insights on the second day of the conference, covering next-generation search and the future of marketing—from understanding the consumer to storytelling to building communities. This report has been updated since first published to include insights from the day’s afternoon sessions. More on Shoptalk Spring: Essential Guide to Shoptalk Spring 2025: Navigating the Future of Customer-Centric Retail with AI and Unified Commerce You can find all our coverage of Shoptalk Spring 2025 here. We cover the “Shark Reef” Startup Pitch, which took place on the first two days of Shoptalk Spring, in a separate report. 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:China’s 6.18 Shopping Festival 2025: Promotion Rules Simplified, Extended Festival Duration and Governmental Strategies2026 Sector Outlook: US Retail—Steady Retail Expansion in a More Stable Economic EnvironmentUnlock the Untapped Potential of AI-Powered MarTech: Coresight Research Premium Subscriber Call, April 2025Amazon Apparel US Consumer Survey 2025: New Shoppers, Deeper Loyalty—Amazon Converts Browsers into Buyers
Event PresentationShoptalk Spring 2025 “Shark Reef” Startup Pitch: Event Format and Competitors Coresight Research March 26, 2025 Reasons to ReadOn March 25–26, 2025, Deborah Weinswig, CEO and Founder of Coresight Research, emceed the Shoptalk Spring “Shark Reef” Startup Pitch competition and served as lead judge. The event saw 12 early-stage retail-technology innovators compete to win the Judges’ Choice and Audience Choice awards. Coresight Research is a research partner of Shoptalk Spring 2025. In this presentation, we outline the following: Startup Pitch history—past winners Event format, comprising two rounds Expert judging panel Startup selection criteria The 12 participating innovators across two areas of retail disruption Choosing the winners—the voting process and factors for consideration Weinswig presents at the Shoptalk Spring 2025 Startup Pitch competition Source: Shoptalk Other relevant research: Retail 2025: 10 Trends in Retail Technology 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. More on Shoptalk Spring: For highlights from the Startup Pitch event and to find out which companies won, look out for our upcoming recap report. Essential Guide to Shoptalk Spring 2025: Navigating the Future of Customer-Centric Retail with AI and Unified Commerce Catch up on insights from all Shoptalk events here. 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:Steadiness Continues: Weekly US Consumer Sentiment, Week 15, 2025—InfographicWeekly UK Store Openings and Closures Tracker 2025, Week 18: WHSmith To Open Additional Travel StoresTransforming Beauty Retail: AI Across the Value Chain, from Innovation to PersonalizationUS Retail Sales Outlook—Preview: Latest Retail Projections in the Absence of Government Data
Event CoverageShoptalk Spring 2025: Day One—Creating Value Is Critical to Success; Tech-Powered Personalization Permeates Panel Discussions Anna Beller, Vice President of AdvisoryJohn Harmon, CFA, Managing Director of Technology ResearchStephan Deemer, AssociateSteven Winnick, Vice President—Innovator Services March 25, 2025 Reasons to ReadCoresight Research is a research partner of Shoptalk Spring 2025, taking place during March 25–27 in Las Vegas, Nevada, US. In this report, we present highlights from the first day of the conference, categorized into five major themes, which we presented in our guide to the event and that align with Coresight Research’s predictions for retail in 2025 and beyond. Our insights span topics including curated product assortment, retail hospitality, value creation, advanced technology, retail media and much more! This report has been updated since first published to include insights from the day’s afternoon sessions. More on Shoptalk Spring: Essential Guide to Shoptalk Spring 2025: Navigating the Future of Customer-Centric Retail with AI and Unified Commerce You can find all our coverage of Shoptalk Spring 2025 here. We will cover the “Shark Reef” Startup Pitch, which took place on the first two days of Shoptalk Spring, in a separate report. 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 2025 Sector Outlooks: EbookWeekly US and UK Store Openings and Closures Tracker 2025, Week 2: Barnes & Noble CEO Announces Store Expansion PlanGrocery Retailing—US Real Estate Insights: Value and Specialty Grocers Lead Store Expansion as Traditional Retailers Lag BehindChinese New Year 2025: New Trends—Domestic Travel and Subsidy-Boosted Spending
Deep DiveConsumer Sentiment Steadies; Plus, Off-Price and Dollar-Store Shopping in Focus: US Consumer Survey Insights Aditya Kaushik, Analyst March 25, 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 off-price and dollar-store shopping specifically. Uncover shopping rates, popular retailers and the most bought categories in these sectors. The latest data in this report are from our survey conducted on March 17, 2025, with headline findings on the dominance of The TJX Companies and Dollar Tree by off-price and dollar-store shopper penetration. We also highlight an end to the decline in consumers’ financial expectations. Data in this research report are our latest proprietary survey findings on: Whether consumers have bought from off-price retailers or dollar stores in the past three months Popular retailers and product categories among off-price and dollar-store 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: Dollar Tree/Family Dollar, Dollar General, The TJX Companies Other relevant research: Inflation Up, Sentiment Down: Alarm Bells for the US Consumer Economy? March 2025 US Retail Sales Outlook: Lowering Our Retail Growth Projections in an Uncertain Context Market Outlook: Off-Price Is On Top as Growth Continues Where Shoppers Live vs. Where They Shop: US Consumer Survey Insights Extra 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—Location, Location, Location: US Regional Shopping Trends with Aditya KaushikPersonal Financial Sentiment Hits Six-Month Low: Weekly US Consumer Sentiment, Week 48, 2025—Data GraphicWeekly US Store Openings and Closures Tracker 2025, Week 16: 7-Eleven To Close 300+ Stores; Plus Updates on Drugstore ClosuresOnline Shopping in Focus—Amazon Dominates E-Commerce Competition: US Consumer Survey Insights
