Deep DiveUS Retail—Real Estate Insights: Embracing Small Store Formats, Immersive Experiences and Emerging Technologies Anand Kumar, Associate Director of Retail Research March 5, 2025 Reasons to ReadThe US retail real estate landscape will undergo significant shifts in 2025 and beyond as major retailers redefine their brick-and-mortar strategies to better align with evolving consumer behaviors and economic pressures. Building on our Market Navigator on the US retail and e-commerce market, we explore how small-format stores, technology integration and immersive retail experiences are becoming critical success factors for retailers. Additionally, by analyzing store openings and closures, as well as recent traffic trends, we shed light on the evolving relationship between retailers and real estate companies. Data in this research report include: Proprietary survey data—US consumer preferences around store size and the reasons why; where US consumers want retailers to open stores; and what technologies they feel would enhance the in-person shopping experience The US retail market’s size, total and by channel, 2020–2029E Major store opening and closure counts for 2024, by major retailer Companies mentioned in this report include: Albertsons, Amazon, Burlington Stores, Costco Wholesale, Dollar General, Dollar Tree, Foot Locker, Kohl’s, Macy’s, Sephora, Target, Ulta Beauty, Walmart, Walgreens Boots Alliance Other relevant research: Market Navigator: US Retail and E-Commerce—Seizing Opportunities Amid a Changing Landscape Retail 2025: What Will Redefine US Retail?—Coresight Research Predictions In our Weekly US and UK Store Openings and Closures Tracker series, we tracks developments in store closures, openings and bankruptcies in the US and the UK on a week-by-week basis. The US Retail Sales Databankfeatures retail sales values and year-over-year growth, in total and by sector, by year and by month. This Databank is updated monthly. The Market Sizes Databank offers an overview of key retail market or sector sizes, including Coresight Research projections for future years. 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 37: YTD Retail Bankruptcies Hit 25US Drugstore and Pharmacy Retailing: Themes, Concepts and Innovators—Rightsizing for Relevance; Smaller Footprints for a Bigger ImpactRetail Shrink and ORC: Cargo Theft Hits Record Levels in the US, Retail Crime Costs Soar in the UKShoptalk Fall 2025 Wrap-Up: Driving Retail Forward—AI, Agility, Loyalty and Leadership in Volatile Times
Insight ReportUS Tariffs on Canada and Mexico: What US Consumers Think John Mercer, Head of Global Research and Managing Director of Data-Driven Research March 5, 2025 Reasons to ReadNew US tariffs on imports from Canada, Mexico and China will impact multiple retail categories, with implications for consumers. We summarize category-level exposure to these countries, and present new, proprietary US consumer survey findings on perceptions of tariffs. Data in this research report include: Value and share of product imports to the US, by selected country—food, apparel, and footwear categories US consumers’ expectations on the impacts of new tariffs on the economy and them personally, their concerns around tariffs, and the perceived benefits of tariffs Other relevant research: Inflation Up, Sentiment Down: Alarm Bells for the US Consumer Economy? New Tariffs, New Challenges: How US Trade Policies Could Impact Prices and Profits Prior survey findings on the impacts of US tariffs: 2025 Tariffs: Impacts on the US Consumer Economy—Free Infographic and 2025 Tariffs: What Do US Consumers Think?—Proprietary Survey Insights Retail 2025: US Macro, Consumer and Retail Outlook All our coverage of the consumer and macroeconomics The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. The US Retail Sales Databank features retail sales values and year-over-year growth, in total and by sector, by year and by month. This Databank is updated monthly. 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 Consumer Sentiment, Flash Preview: The Big Surprise in a Week of Shocks—InfographicWeekly US Store Openings and Closures Tracker 2025, Week 25: Furniture Frenzy—At Home’s Bankruptcy, Ashley’s Store Renewal and Openings from IKEA, Wayfair and MoreWeekly US Store Openings and Closures Tracker 2025, Week 12: Forever 21 To Close All Stores; Dollar General Announces Major Store Expansion PlanThree Data Points We’re Watching This Week, Week 9: Beauty Shopping in Focus
InfographicEarnings Insights 4Q24, Week 5: Most Companies Report Strong Growth Results This Week—Infographic Coresight Research Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research March 5, 2025 Reasons to ReadDiscover the latest revenue and EPS (earnings per share) data from week five of the 4Q24 (fourth quarter of 2024) earnings season with this infographic, covering various companies that reported in the week, including Bath & Body Works, The Home Depot and The TJX Companies, among others. Dive into the research report behind this infographic: Earnings Insights 4Q24, Week 5: Most Companies Report Strong Growth Results This Week Data in this infographic include: Quarterly revenue and EPS data (where applicable) from companies on our Coresight 100 list Companies mentioned in this infographic include: Bath & Body Works, Beiersdorf, Coles Group, Coupang, Danone, eBay, Haleon, The Home Depot, Lowe’s, The TJX Companies, Urban Outfitters, Woolworths Group Other relevant research: Explore all our Earnings Insights reports, including quarterly wrap-ups. The New Coresight 100: Leading the Retail Charge in 2025 The Corporate and Financial Developments Databank includes details of management changes, financial guidance updates and capital raised by major retail companies. This document was generated for Other research you may be interested in:Earnings Insights 1Q25: Wrap-Up—Growth Outpaces Declines Across Most SectorsWeekly UK Store Openings and Closures Tracker 2025, Week 13: Kingfisher Announces Store Expansion Plans; Whole Foods Opens New London StoreInsights from China’s National Day Golden Week 2025: Resilience and Evolution in Consumer DemandAnalyst Corner: US Seasonal Shopping in the Holiday Quarter, with Aditya Kaushik
Insight ReportEarnings Insights 4Q24, Week 5: Most Companies Report Strong Growth Results This Week Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research March 5, 2025 Reasons to ReadOur 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 February 28, 2025, across six sectors: apparel and footwear, beauty, consumer packaged goods, e-commerce, food and grocery, and home and home improvement. 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: Bath & Body Works, Beiersdorf, Coles Group, Coupang, Danone, eBay, Haleon, The Home Depot, Lowe’s, The TJX Companies, Urban Outfitters, Woolworths Group Other relevant research: Explore all our Earnings Insights reports, including quarterly wrap-ups. 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 20: Bob’s Discount Furniture Announces Store-Expansion PlanUS Drugstore and Pharmacy Retailing: Themes, Concepts and Innovators—Rightsizing for Relevance; Smaller Footprints for a Bigger ImpactAnalyst Corner: UK Retail Crime Soars—Visibly Reflected in Stores, with John MercerCanada Store Openings and Closures Tracker 2025: Bankrupt Hudson’s Bay Company Takes Total Closures Ahead of Openings
Deep DiveInflation Awareness Rises; Economic Sentiment Falls to Six-Month Low: US Consumer Survey Insights Aditya Kaushik, Analyst March 5, 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 February 24, 2025, with headline findings on the prevalence of trading down as an inflation-combating strategy. Data in this research report are our latest proprietary survey findings on: Consumers’ perceptions of inflation, and its impact on grocery and nongrocery spending Consumers’ expectations for the economy overall and for their personal financial situation 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: Inflation Up, Sentiment Down: Alarm Bells for the US Consumer Economy? February 2025 US Retail Sales Outlook: Growth Set for a Slowdown in February and March 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:Five Ways AI Is Being Used in Luxury Retailing—and What’s NextInnovator Profile: Kalder—Monetizing Customer Loyalty with White-Label Cashback and RewardsStore Tracker Extra: US Store Openings and Closures 2024 Review and 2025 Outlook—InfographicSentiment, Tariffs and Inflation—How Is the US Shopper Reacting? US Consumer Survey Insights
Deep DiveWhere Shoppers Live vs. Where They Shop: US Consumer Survey Insights Extra Aditya Kaushik, Analyst March 4, 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 dive into regional trends in food and nonfood shopping in the US. We identify the most popular retailers and break down shopper penetration rates across four regions and nine subregions. 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 include proprietary consumer survey findings on: “Urbanness” scores—a metric to determine how rural- or urban-focused a retailer’s reach is Food shopping rates by subregion for 14 major retailers Nonfood shopping rates by subregion for 12 major retailers The most popular retailers by subregion Breakdown of selected retailers’ shopper base, by subregion Companies mentioned in this report include: Amazon, Costco, Dollar General, Dollar Tree, Target, Temu, Walmart Other relevant research: This report is a counterpart to our yearly Who Shops Where report, which provides shopper profiles by age, income and gender; and this report marks six months until the scheduled publication of Who Shops Where 2025. 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 Purchase this report. Buy Now This document was generated for Other research you may be interested in:Positivity About Personal Finances Continues; Walmart Leads Mass Merchandisers and Warehouse Clubs: US Consumer Survey InsightsShoptalk Spring 2025: Day Two—Next-Generation Search and the Leading Edge of Storytelling, from Influencers to Lived ValuesWeekly US and UK Store Openings and Closures Tracker 2025, Week 5: Apparel, Convenience and Food Retailers Announce Store Expansion PlansRetail Trends and Shopper Traffic Update, Q3: Early Findings & Strategic Outlook
Analyst CornerAnalyst Corner—Location, Location, Location: US Regional Shopping Trends with Aditya Kaushik Aditya Kaushik, Analyst March 2, 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, Aditya Kaushik, Analyst, draws on proprietary survey findings to reveal regional shopping trends in the US. Discover which retailers are popular for food and nonfood shopping across various regions. 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: Ahold Delhaize, Amazon, Costco, Walmart, Temu Other relevant research: Look out for our full report to dive into our comprehensive survey data on shopper demographics and regional trends: Where Shoppers Live and Where They Shop: US Consumer Survey Insights Extra. The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. Read previous Analyst Corner reports, including last week’s report, which discusses technology adoption as a means to combat rising store closures. 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:Seasonal Shopping, 3Q25—Expectations for the Fourth of July, Labor Day, Amazon Prime Day: US Consumer Survey Insights ExtraEconomic Sentiment Shows First Uptick in Eight Weeks; Plus, Drugstore and Pharmacy Shopping in Focus: US Consumer Survey InsightsThe Tech-Driven Future of US Retail: AI To Power Smarter Supply Chains, Seamless Operations and Personalized ExperiencesAnalyst Corner: US Mass Merchandisers, Warehouse Clubs and Discount Stores—Target in Transition as Dollar Stores and Clubs Surge Ahead, With Sujeet Naik
Event CoverageEssential Guide to Shoptalk Spring 2025: Navigating the Future of Customer-Centric Retail with AI and Unified Commerce Aditya Kaushik, Analyst February 28, 2025 Reasons to ReadCoresight Research is a research partner of Shoptalk Spring 2025, an annual conference that explores the latest trends, innovations and challenges in the retail industry. The event will take place during March 25–27 at the Mandalay Bay resort in Las Vegas, Nevada. Plan your time at Shoptalk Spring 2025 with this essential guide! This year, the event will focus on what it means to be “customer-centric” in today’s dynamic retail landscape. Discover the five major retail themes that will permeate the conference, aligning with Coresight Research’s predictions for retail in 2025 and beyond. We highlight industry-leading speakers and exciting sessions that will offer unmissable perspectives on innovations, challenges and opportunities, spanning AI, unified commerce, retail media and more. This report was updated on March 24, 2025, to reflect changes in the agenda. Cover image: Shoptalk’s Sophie Wawro, Global President (left) and Mike Antonecchia, SVP (right) Source: Shoptalk Other relevant research: Catch up on insights from previous Shoptalk events and look out for our daily coverage of Shoptalk Spring 2025 here. Retail 2025: What Will Redefine US Retail?—Coresight Research Predictions Retail 2025: 10 Trends in Retail Technology Retail 2025: 10 AI Trends—An Inflection Point in the GenAI Revolution 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:Agentic Commerce—How Should Retailers Leverage GEO to Maximize AI-Engine Visibility?Analyst Corner: Three Key Predictions for India Retail in 2025, with Sujeet NaikThree Data Points We’re Watching This Week, Week 26: US Consumer Survey InsightsEconomic Sentiment Climbs; Walmart Overtakes Lowe’s in Home-Improvement Sector: US Consumer Survey Insights
InfographicThree Data Points We’re Watching This Week, Week 9: Beauty Shopping in Focus John Mercer, Head of Global Research and Managing Director of Data-Driven Research February 28, 2025 Reasons to ReadOur Three Data Points We’re Watching This Week series spotlights key data points from this week’s research. For week 9 of 2025, we focus on beauty shopping, with highlights from our recent US consumer survey analysis. Dive into the full research report behind these data points: Beauty Shopping in Focus; Economic Sentiment Turns Negative: US Consumer Survey Insights Other relevant research: US Beauty—Retail 2025 Sector Outlook: Product Innovation and Unified Commerce To Drive Growth All our coverage of beauty retail 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:Analyst Corner: Evaluating Ulta Beauty’s Marketplace Launch as a Strategic Response, with Madhav PitaliyaUS Online Grocery Survey 2025: Full-Basket Orders Increase as Delivery Retains Its DominanceWeekly UK Store Openings and Closures Tracker 2025, Week 16: B&M and Tesco Provide Store-Opening PlansEconomic Sentiment Improves: Weekly US Consumer Sentiment, Week 50, 2025—Data Graphic
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2025, Week 9: Joann To Close an Additional 300+ Stores, Shuttering All Locations Aaron Mark Dsouza, Data Analyst February 28, 2025 Reasons to ReadOur Weekly US and UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies. This week, we highlight the recent announcement that Joann will close all of its stores, as well as major opening announcements from Carter’s and Grocery Outlet. Non-store-closure news includes Petco appointing a new Chief Financial Officer. This report presents data up to week 9 of 2025, ended February 28, 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: Carter’s, Grocery Outlet, Joann, MaxiDeals, Sprouts Farmers 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:The CORE 3.0 Framework for Artificial Intelligence in Retail2025 Tariffs: Impacts on the US Consumer Economy—InfographicHoliday 2024: UK Retail Wrap-Up—Cautious Spending and Late Shopping Fuel Volatile Peak TradingUS Store Tracker Extra, April 2025: JD Sports and 7-Eleven Drive Total Opened Retail Space to Over 67 Million Square Feet
Event PresentationData and Tech for Development—Tapping into the Consumer’s Head: Insights Presented at Retail Property Symposium 2025 Deborah Weinswig, CEO and Founder February 27, 2025 Reasons to ReadOn February 27, 2025, Deborah Weinswig, CEO and Founder of Coresight Research, presented at the Retail Property Symposium 2025 in Bal Harbour (Miami), Florida. This exclusive event, hosted by global leadership community YPO, brought together top executives, investors and industry leaders to explore key trends shaping the retail real estate landscape. During her presentation, Weinswig shared expertise on how data-driven strategies can enhance retail success and imagined the technology-powered mall of the future. We sought to answer three critical questions to help retail and real estate companies understand and navigate today’s landscape: What’s going on in the retail market and with the consumer? Is the retail landscape changing? How are real estate companies implementing tech today? This presentation also touches on tariffs, unified commerce, AI (artificial intelligence) in retail, the growth of Shein and Temu, the Ozempic economy, computer vision, blockchain, and much more! Data in this presentation include: Proprietary US consumer survey findings—expectations for the economy and their household situation; generational differences in visiting malls; online shopping trends US retail sales and year-over-year growth, 2020–2029E Key indicators of US retail sales, spanning the housing market, the labor market, inflation and more Egg prices and food-at-home inflation Top 20 companies contributing to store openings and closures in the US, 2025 YTD Foot-traffic breakdown—year-over-year change in shopper visits for multiple retail and related sectors Other relevant research: More research on real estate and the consumer The Coresight Research CORE Framework for AI in retail Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. 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. 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:Innovator Profile: Selectika—Enhancing Online Product Discovery Through Intelligent Metadata EnrichmentEarnings Insights 4Q24, Week 7: Costco, Inditex and Puma Lead with Solid Fourth-Quarter Growth2025 Tariffs: What Do US Consumers Think?—Proprietary Survey InsightsConsumer Sentiment Declines; Plus, Apparel and Footwear Shopping in Focus: US Consumer Survey Insights
Insight ReportEarnings Insights 4Q24, Week 4: Birkenstock, Hermès, Sprouts and More Post Double-Digit Growth Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research February 26, 2025 Reasons to ReadOur 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 February 21, 2025, across six sectors: apparel and footwear, e-commerce, food and grocery, home and home improvement, luxury and mass merchandisers. 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: Quarterly data from companies, including gross margins and sales data by brand (where applicable), channel and geography Companies mentioned in this report include: Birkenstock, Floor & Décor, Hermès, MercadoLibre, Sprouts Farmers Market, Walmart, Wayfair Other relevant research: Explore all our Earnings Insights reports, including quarterly wrap-ups. The Corporate and Financial Developments Databank includes details of management changes, financial guidance updates and capital raised by major retail companies. The US Holiday Retail 2024 Databank tracks key retail metrics for the holiday season, including hiring and delivery surcharges. 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 14: Urban Outfitters Announces Expansion PlanWeekly US and UK Store Openings and Closures Tracker 2025, Week 7: Aldi and Skechers USA Announce Store Expansion Plans; Joann To Close 500 StoresWeekly UK Store Openings and Closures Tracker 2025, Week 18: WHSmith To Open Additional Travel StoresNavigating TikTok’s Uncertainty: Analyzing Challenges and Emerging User Migration Trends
InfographicEarnings Insights 4Q24, Week 4: Birkenstock, Hermès, Sprouts and More Post Double-Digit Growth—Infographic Coresight Research Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research February 26, 2025 Reasons to ReadDiscover the latest revenue and EPS (earnings per share) data from week four of the 4Q24 (fourth quarter of 2024) earnings season with this infographic, covering various companies that reported in the week, including Hermès, Sprouts Farmers Market and Walmart, among others. Data in this infographic include: Quarterly revenue and EPS data (where applicable) from companies on our Coresight 100 list Dive into the research report behind this infographic: Earnings Insights 4Q24, Week 4: Birkenstock, Hermès, Sprouts and More Post Double-Digit Growth Other relevant research: Explore all our Earnings Insights reports, including quarterly wrap-ups. The New Coresight 100: Leading the Retail Charge in 2025 The Corporate and Financial Developments Databank includes details of management changes, financial guidance updates and capital raised by major retail companies. 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 Retail Sales Outlook—Preview: Latest Retail Projections in the Absence of Government DataUS Store Tracker Extra, May 2025: Rite Aid Takes Total Closed Retail Space to Over 110 Million Square FeetEarnings Insights 1Q25, Week 1: Mixed Results from LVMH, Nestlé, P&G and Others Amid Heightened Tariff Concerns—Infographic
Deep DiveBeauty Shopping in Focus; Economic Sentiment Turns Negative: US Consumer Survey Insights Aditya Kaushik, Analyst February 26, 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 beauty shopping specifically. Where are beauty shoppers making purchases, and what categories are they buying? The latest data in this report are from our survey conducted on February 17, 2025, with headline findings on the dominance of Walmart and Amazon by beauty shopper penetration. We also highlight a significant decline in consumers’ expectations for the economy. Data in this research report are our latest proprietary survey findings on: Whether consumers have bought beauty products in the past three months Popular retailers and product categories among beauty 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: Amazon, Sephora, Target, Ulta Beauty, Walgreens, Walmart Other relevant research: 2025 Tariffs: Impacts on the US Consumer Economy—Infographic US Beauty—Retail 2025 Sector Outlook All our coverage of beauty retailing The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. The Market Sizes Databank offers an overview of key retail market or sector sizes, including Coresight Research projections for future years. 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 38: Global Names, Including LEGO, Monos and Uniqlo, Continue to ExpandTaking the Temperature on Tariffs Ahead of August 1: How Are Different Consumer Groups Reacting? US Consumer Survey Insights ExtraWeekly UK Store Openings and Closures Tracker 2025, Week 31: Greggs Opens More than 60% of Its Announced Store OpeningsAgentic Commerce: How Retailers Can Employ OpenAI’s Agentic Commerce Protocol To Unleash a True AI Shopping Agent
Event PresentationWhat Can Retailers Learn from Shein and Temu?: Premium Subscriber Call, February 2025 Deborah Weinswig, CEO and Founder February 25, 2025 Reasons to ReadOn February 25, 2025, the monthly Coresight Research Premium Subscriber Call presented our insights on Chinese e-commerce players Shein and Temu. In an era where consumer expectations are evolving at lightning speed, Shein and Temu have emerged as global disruptors, redefining how brands can leverage technology, data and agile supply chains to stay ahead. In this presentation, explore the strategies behind Shein and Temu’s meteoric rise and what they reveal about the future of retail. What lessons can retailers learn from Shein and Temu? Explore how these platforms are disrupting retail, redefining consumer engagement and supply chain innovation. Featured speakers on the Coresight Research team: Deborah Weinswig, CEO and Founder John Mercer, Head of Global Research This presentation from the event explores: Timelines—Developments in Shein’s and Temu’s operations since their launch Growth Trajectories—Revenue/GMV performance by Shein and Temu AI Opportunities—Shein’s and Temu’s key technologies across the Coresight Research CORE Framework 10 Key Actions—What retailers can do to rival Shein and Temu, spanning supply chain, tech and customer engagement The Coresight Research STORE Framework for AI Adoption Acceleration This presentation accompanies the on-demand webinar of the Coresight Research Premium Subscriber Call in February 2025. Other relevant research: The Coresight Research CORE Framework for AI in retail US and China E-Commerce—Retail 2025 Sector Outlook: Online Sales To Maintain Strong Growth Momentum More research on e-commerce, supply chain and GenAI in retail 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:Weekly US Store Openings and Closures Tracker 2025, Week 16: 7-Eleven To Close 300+ Stores; Plus Updates on Drugstore ClosuresAnalyst Corner: The Labubu Craze—Revealing How Gens Z and Alpha Are Redefining Retail, with Charlie PoonRetail 2025: UK Retail Predictions—Midyear Trends UpdateAnalyst Corner: Three Key Predictions for India Retail in 2025, with Sujeet Naik
