Reasons to Read

Our weekly Earnings Insights reports feature highlights from recent management commentary from major retailers within our Coresight 100 coverage list as they report fourth-quarter 2024 earnings.

This week, discover highlights from major companies that reported in the week ended March 16, 2025, across six sectors: apparel and footwear, beauty, department stores, discount stores, specialty apparel and warehouse clubs.

Alongside this report, you can assess selected earnings highlights, including earnings and EPS (earnings per share) data, via the infographic download above.

Data in this research report include:

  • US retail sales growth, October 2024–February 2025
  • Quarterly data from companies, including gross margins and sales data by brand (where applicable), channel and geography

Companies mentioned in this report include: American Eagle Outfitters, Costco Wholesale, Dick’s Sporting Goods, Dollar General, Gap Inc., Industria de Diseño Textil (Inditex), Kohl’s, Puma, Ulta Beauty

Other relevant research:

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Reasons to Read

The “Shark Reef” Startup Pitch returns to Shoptalk Spring, where cutting-edge innovators will compete for the Judges’ Choice and Audience Choice awards.

We preview the competition in this report, so you can head to the event already in the know! Dive into the competition’s format and judging panel as well as the 12 participating retail-technology providers. From AI (artificial intelligence) to personalization to supply chain optimization, the startups are redefining retail with tech solutions that enhance the customer experience and drive business efficiencies.

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, will emcee the Startup Pitch and serve as the lead judge.

Shoptalk Spring 2025 will take place during March 25–27 at the Mandalay Bay resort in Las Vegas, Nevada.

This report has been updated since first published to reflect changes to the Startup Pitch lineup. 

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More on Shoptalk Spring:

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Reasons to Read

Earlier this month, Walgreens Boots Alliance (WBA) announced that it has entered into a definitive agreement to be acquired by Sycamore Partners, a private-equity firm specializing in retail, consumer and distribution-related investments.

Explore the reasons behind this decision and dive into our analysis of the implications of the proposed $23.7 billion deal.

Data in this research report include:

  • Proprietary survey data on what drugstores and pharmacies US consumers purchase from
  • Revenues of the leading US drugstore and pharmacy chains, 2020–2024

Companies mentioned in this research report include: Amazon, Cigna Group, CVS Health, Kroger, Publix, Rite Aid, Sycamore Partners, UnitedHealth Group, Walgreens Boots Alliance, Walmart

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Reasons to Read

Using data from the US Census Bureau, we analyze US retail sales in February 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), February 2024–February 2025
  • Year-over-year changes in retail sales by sector, January and February 2025

Other relevant research:

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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, Sujeet Naik, Analyst, offers selected insights from our upcoming Market Navigator on US convenience store retailing, discussing the key factors set to impact sector sales in 2025.

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:

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Reasons to Read

One of the world’s largest religious gatherings, the 2025 Maha Kumbh Mela (the “festival of the Sacred Pitcher”) was held in India during January 13 to February 26, 2025.

Dive into how convenience, technology and sustainability powered the multibillion-dollar event. We discuss how major brands engaged with consumers during Maha Kumbh Mela and the learnings that retail companies could take to capitalize on large-scale events moving forward.

Key topics covered in this report include sustainability, AI (artificial intelligence) and technology, payments, quick commerce and more!

Data in this research report include:

  • Cumulative footfall to the Triveni Sangam as of selected Maha Kumbh Mela 2025 days
  • Trade estimates for the festival, by sector
  • Government spending on the festival
  • Estimated advertising and marketing spend on the event

Companies mentioned in this report include: Amazon, Coca-Cola, Google, ITC, Paytm, PepsiCo, PhonePe (Walmart)

Other relevant research:

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Reasons to Read

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

This week, US store closures decelerate as openings gain momentum. We highlight recent opening announcements from BJ’s Wholesale Club, Dick’s Sporting Goods and Macy’s, among others. Non-store-closure news includes Dollar Tree appointing a new Chief Financial Officer.

In the UK, the total opening and closure counts are climbing only marginally each week. Non-store-closure news this week is the appointment of a new COO by Bensons for Beds.

This report presents data up to week 11 of 2025, ended Mach 14, 2025.

Data in this research report include:

  • Week-by-week comparisons of announced store closures and openings in the US and the UK—2025 vs. 2024
  • Major US and UK store closures and openings—2025 and 2024
  • Major US retail bankruptcies—2025 and 2024

Companies mentioned in this report include: Bensons for Beds, BJ’s Wholesale Club, Dick’s Sporting Goods, Dollar Tree, Forever 21, Gap Inc., Marks & Spencer, Macy’s, Whole Foods Market

Other relevant research:

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Reasons to Read

The new 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 a negative turn in consumers’ financial outlook. The latest data in this infographic are from our survey conducted on March 3, 2025.

Accompanying this infographic is a research video. Hear from John Mercer, Head of Global Research and Managing Director of Data-Driven Research, for more insights on the trends we are seeing.

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. In this report, we present Novel, which enables brands to roll out customized mobile wallet passes that are directly integrated with a Shopify storefront.

Other relevant research:

More on Shoptalk Spring:

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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. In this report, we present ShopVision, whose AI (artificial intelligence) solution unlocks productivity for digital commerce businesses.

Other relevant research:

More on Shoptalk Spring:

This report is available for free and can be accessed by registering for a free account.

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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. In this report, we present RetailReady, whose AI (artificial intelligence) platform helps brands save money by ensuring shipping compliance.

Other relevant research:

More on Shoptalk Spring:

This report is available for free and can be accessed by registering for a free account.

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Reasons to Read

Our weekly Earnings Insights reports feature highlights from recent management commentary from major retailers within our Coresight 100 coverage list as they report fourth-quarter 2024 earnings.

This week, discover highlights from major companies that reported in the week ended March 9, 2025, across ten sectors: apparel and footwear, consumer electronics, consumer packaged goods, department stores, e-commerce, food and grocery, luxury, mass merchandisers, specialty apparel and wholesale clubs.

Alongside this report, you can assess selected earnings highlights, including earnings and EPS (earnings per share) data, via the infographic download above.

Data in this research report include:

  • US retail sales growth, October 2024–January 2025
  • Quarterly data from companies, including gross margins and sales data by brand (where applicable), channel and geography

Companies mentioned in this report include: Abercrombie & Fitch, Adidas, Best Buy, BJ’s Wholesale Club, Burlington Stores, Foot Locker, Macy’s, JD.com, Kroger, Prada, Reckitt Benckiser, Ross Stores, Target, Zalando

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. In this report, we present Shopeaks, whose AI (artificial intelligence)-powered platform enables brands to monetize social media through personalized storefronts.

Other relevant research:

More on Shoptalk Spring:

This report is available for free and can be accessed by registering for a free account.

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