Reasons to Read

On 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

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Reasons to Read

The 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:

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Reasons to Read

Driving 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.

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Reasons to Read

Welcome to Analyst Corner! Every Sunday, a member of the Coresight Research team discusses upcoming or recent research and their thoughts on interesting topics in their area of expertise.

This week, 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

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Reasons to Read

Our Weekly US Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the US.

This week, we highlight 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

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Reasons to Read

Our Weekly UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the UK.

This week, we highlight store 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

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Reasons to Read

Coresight 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.

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Reasons to Read

On 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

 

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Reasons to Read

The Weekly US Consumer Sentiment infographic series from Coresight Research takes a regular temperature check on US consumer sentiment in the context of shifts in the macroeconomic landscape.

Data in this infographic are 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.

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.

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Reasons to Read

Coresight 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 marketingfrom 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.

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Reasons to Read

On 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

 

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Reasons to Read

Coresight 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.

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Reasons to Read

The Coresight Research weekly US Consumer Survey Insights series takes a regular temperature check on US consumers’ behaviors and sentiment, based on exclusive proprietary survey data.

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:

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Reasons to Read

Coresight Research is a research partner of Shoptalk Spring 2025, which will take place during March 25–27 in Las Vegas, Nevada, US.

At the event, the “Shark Reef” Startup Pitch competition will see 12 innovators compete to win the Judges’ Choice and Audience Choice awards.

Our Innovator Profile series gives you a sneak peek at the participating companies. Here, we pull together all Innovator Profiles for Shoptalk Spring into one downloadable document for your convenience.

The 12 companies are Big Sur AI, Lica World, Lumi AI, Novel, PlayAbly, RetailReady, Selectika, Shopeaks, ShopVision, Sotira, Veesual and Wayvee Analytics.

From AI (artificial intelligence) to personalization to supply chain optimization, these startups are redefining retail with tech solutions that enhance the customer experience and drive business efficiencies.

Which innovators do you think will win Judges’ Choice and Audience Choice?

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