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:June 2025 US Retail Sales: Sales Expansion Remains Resilient as Most Sectors Post Positive GrowthAnalyst Corner: The Shifting “Friction Gap” Between Stores and E-Commerce Is Benefitting Digital Channels, with John MercerWeekly UK Store Openings and Closures Tracker 2025, Week 27: Store Closures Up 8% Year Over YearAmazon Apparel US Consumer Survey 2025: New Shoppers, Deeper Loyalty—Infographic
Analyst CornerAnalyst Corner: Can Technology Adoption Decelerate the Store Closure Trend? Three Recommendations from Manik Bhatia Manik Bhatia, Head of Custom Research Sector Lead: John Harmon, CFA, Associate Director of Technology Research February 23, 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, Manik Bhatia, Head of Custom Research, offers three recommendations for US retailers to effectively adopt technology solutions in order to drive brick-and-mortar retail success in the face of rising store closures. 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: Store Tracker Extra: US Store Openings and Closures 2024 Review and 2025 Outlook 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 discusses evolving in-store loss prevention. 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:US Store Tracker Extra, September 2025: Ollie’s Bargain Outlet and Alimentation Couche-Tard Add 3+ Million Square Feet to Total Opened Retail SpaceWeekly US Store Openings and Closures Tracker 2025, Week 40: Toys“R”Us Continues To ExpandGroceryshop 2025 Day Two: Unlocking Growth with AI, GLP-1 Shifts and Retail MediaThree Data Points We’re Watching This Week, Week 18: What US Consumers Think About Tariffs—Update
Insight ReportChinese New Year 2025 Review: From Shopping to Screens—How Younger Consumers Boosted Spring Festival Spending Charlie Poon, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research February 21, 2025 Reasons to ReadSpring Festival 2025, marking the start of the Chinese New Year, has officially come to an end. This year (the Year of the Snake), this major event in the Chinese calendar spanned January 29 (day 1 of the lunar calendar) to February 12. How did consumers celebrate Lunar New Year and where did they direct their spending? We offer insights on retail trends, consumer preferences and market opportunities from the holiday. Data in this research report include: China retail market size, 2020–2025E Sales by city tier and retailer type, 2025 Domestic tourism revenue, total domestic tourist numbers and per capita domestic tourist spending during Chinese New Year, 2017–2025 Companies mentioned in this report include: Costco, DeepSeek, Disney, Lululemon Athletica, OpenAI, Jiajiayue, Renrenle, Unitree Robotics, Walmart Other relevant research: Chinese New Year 2025: New Trends—Domestic Travel and Subsidy-Boosted Spending Key Festivals and Holidays for Promotional Campaigns in China in 2025: Calendar Retail 2025: China Retail Predictions The China Retail Sales Databank brings together retail sales data to help you understand the trajectory of retail in China. 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:Analyst Corner: US Grocery Retail—Decoding the $1.6 Trillion Market, with Sujeet NaikWhat Can Retailers Learn from Shein and Temu?: Premium Subscriber Call, February 2025Weekly US Store Openings and Closures Tracker 2025, Week 33: FatFace To Close All Stores; 7-Eleven Announces Major Store ExpansionHot Tech Trends and Cool Products Unveiled: CES 2025 Pre-Conference Insights
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2025, Week 8: US Store Closures Exceed 3,000, Up 420% Year Over Year Aaron Mark Dsouza, Data Analyst February 21, 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 growing number of store closures in the US, which are up 420% year over year in 2025 so far. Retailers contributing to store closures this week include CVS Health and Kirkland’s. Non-store-closure news includes the CEO of Hanesbrands stepping down. In the UK, store openings are picking up pace, with expansions by Hollister and Ebebek among those tracked this week. This report presents data up to week 8 of 2025, ended February 21, 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: CVS Health, Ebebek, Gymshark, Hanesbrands, Hollister, Kirkland’s 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:DeepSeek: The Chinese AI Startup That Has Overtaken ChatGPT on Apple’s App StorePlaybook: GenAI To Reinvent Supply ChainsThree Data Points We’re Watching This Week, Week 24: Consumer Sentiment Improves: US vs. ChinaAnalyst Corner: US Seasonal Shopping in the Holiday Quarter, with Aditya Kaushik
InfographicThree Data Points We’re Watching This Week, Week 8 John Mercer, Head of Global Research and Managing Director of Data-Driven Research February 21, 2025 Reasons to ReadOur Three Data Points We’re Watching This Week series spotlights key data points from this week’s research. From US consumer sentiment and retail sales to grocery store traffic for Amazon, discover key data points we are watching in week 8 of 2025. Dive into the full research reports behind these data points: Department Stores in Focus; Plus, Consumer Sentiment Latest: US Consumer Survey Insights February 2025 US Retail Sales Outlook Grocery Retailing—US Real Estate Insights Other relevant research: The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. Our monthly reports keep you up to date on retail sales (in total and by sector) and key consumer indicators in the US. Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles. All graphics in the Three Data Points series This document was generated for Other research you may be interested in:Innovator Profile: Veesual—Enhancing the Online Apparel Shopping Journey with Image GenerationHigh Hopes—Heightened Economic Optimism Entering the New Year: US Consumer Survey InsightsUS Store Tracker Extra, August 2025: At Home, Claire’s and Office Depot Closures Add 4+ Million Square Feet to Total Closed Retail SpaceRolling Metric Stabilizes: Weekly US Consumer Sentiment, Week 38, 2025—Infographic
Insight ReportFebruary 2025 US Retail Sales Outlook: Growth Set for a Slowdown in February and March Madhav Pitaliya, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research February 20, 2025 Reasons to ReadThe monthly Coresight Research US Retail Sales Outlook series tracks several major macroeconomic indicators and their likely effect on US retail sales. In this report, we analyze the latest available data as of February 18, 2025. Alongside this report, you can access the data behind key charts and tables in the Excel download above. Data in this research report include: Our projections for retail sales growth by month for the next 12 months US actual retail sales versus model-predicted sales US unemployment rate and labor force participation rate US average hourly wages for all private-sector employees US annualized real disposable income per capita Other relevant research: Coresight Research’s monthly reports keep you up to date on retail sales (in total and by sector) and key consumer indicators in the US. 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:Three Data Points We’re Watching This Week, Week 28: US Retail and Consumer LatestEarnings Insights 1Q25: Wrap-Up—Growth Outpaces Declines Across Most SectorsGroceryshop 2025 Day Two: Unlocking Growth with AI, GLP-1 Shifts and Retail MediaMarch 2025 US Retail Sales: Retail Sales Rebound Amid Tariff Concerns
Deep DiveGrocery Retailing—US Real Estate Insights: Value and Specialty Grocers Lead Store Expansion as Traditional Retailers Lag Behind Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research February 20, 2025 Reasons to ReadThe grocery sector remains one of the most resilient areas in retail, with stable consumer demand and high foot-traffic potential. Yet, shifts in store formats, consumer shopping habits and real estate investment patterns are creating winners and losers in the market. By understanding these shifts, businesses can position themselves for success in an increasingly competitive and complex grocery real estate environment. From Amazon’s renewed push into physical grocery to the ways in which traditional grocers are lagging behind value and specialty retailers, dive into current grocery real estate trends in the US. Which grocery banners are expanding, and which retailers are consolidating their store footprints? How are store formats changing? Find out in this data-driven research report. Building on our Market Navigator on US grocery retailing, we take a deeper dive into the sector’s real estate landscape, exploring retailers’ store portfolios, opening and closure strategies, and recent store traffic data. Data in this research report include: US grocery retail market size, 2020–2029E Store counts, footprint CAGRs (compound annual growth rates) and year-over-year changes for major grocery retailers in the US, December 2020–December 2024 Store traffic and year-over-year traffic changes for major US grocers, 2020–2024 Companies mentioned in this report include: Aldi, Amazon, BJ’s Wholesale Club, Blackstone, Costco, Dollar General, Dollar Tree, Sprouts Farmers Market, Trader Joe’s, Walmart Other relevant research: Market Navigator: US Grocery Retailing—Igniting Unit Growth in a Low-Inflation Environment US Grocery—Retail 2025 Sector Outlook: Volume Growth Headwinds To Continue Head-to-Head in Global Discount Grocery Retailing: Aldi vs. Lidl Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles. 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 1Q25, Week 5: BJ’s Wholesale Club and Home Depot Report Sales Growth; Target Reports Sales Decline—InfographicUS Holiday 2025: Early Outlook—Improving Signals, But Will It Last?April 2025 US Retail Sales Outlook: Lowering Near-Term Growth Projections Amid Volatility and UncertaintyAgentic Commerce: How Retailers Can Make Their Products Discoverable and Shoppable for 800 Million ChatGPT Users
Insight ReportEarnings Insights 4Q24, Week 3: Gucci Sales Slump 21%, Plus Updates from Ahold, Amazon, Coty and More Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research February 19, 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 7, 2025, across seven sectors: apparel and footwear, beauty, consumer packaged goods, drugstores, e-commerce, food and grocery, and luxury. 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: Ahold Delhaize, Amazon, The Coca-Cola Company, Coty, Crocs, CVS Health, Kering, L’Oréal, Moncler, Nestlé, Skechers, Unilever 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 25: Furniture Frenzy—At Home’s Bankruptcy, Ashley’s Store Renewal and Openings from IKEA, Wayfair and MoreSeasonal Shopping, 4Q25—Early Spending Momentum Sets the Tone for the Holiday Season: US Consumer Survey Insights ExtraAnalyst Corner: How Fast Will Agentic Commerce Scale? Three Gauges to Watch, with Charlie PoonFinancial Sentiment Falls to 14-Month Low Ahead of Reciprocal Tariffs, But Policy Measures Aim to Stabilize Economy: China Consumer Survey Insights
Deep DiveDepartment Stores in Focus; Plus, Consumer Sentiment Latest: US Consumer Survey Insights Aditya Kaushik, Analyst February 18, 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 department store shopping specifically. Where are department store shoppers making purchases, and what categories are they buying? The latest data in this report are from our survey conducted on February 10, 2025, with headline findings on the dominance of Kohl’s to the popularity of apparel categories. Data in this research report are our latest proprietary survey findings on: Whether consumers have bought from a department store in the past three months Popular retailers and product categories among department 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: Amazon, Bloomingdale’s, JCPenney, Kohl’s, Macy’s, Walmart Other relevant research: 2025 Tariffs: Impacts on the US Consumer Economy—Infographic US Department Stores—Retail 2025 Sector Outlook: Softness To Continue, Despite Beauty Outperformance All our coverage of department stores 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:Three Data Points We’re Watching This Week, Week 8Analyst Corner: Big Tech’s AI Application and Computing-Power Arms Race, with Charlie PoonAldi vs. Lidl US Store Openings: Mapping Retail Real Estate Changes with the Store Intelligence Platform—Data GraphicShoptalk Spring 2025—Our Takeaways: Coresight Research Premium Subscriber Call, April 2025
Infographic2025 Tariffs: Impacts on the US Consumer Economy—Infographic Coresight Research Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research February 17, 2025 Reasons to ReadDiscover new data on the US consumer economy in this free infographic, spanning inflation, consumer sentiment and tariffs. Proprietary survey data in this research report include: How US consumers believe the tariffs will impact the overall economy and their personal finances The potential drawbacks and benefits of the new tariffs How consumers will change their shopping behaviors to avoid the effects of tariffs Other relevant research: Inflation Up, Sentiment Down: Alarm Bells for the US Consumer Economy? Dive into our full survey findings: 2025 Tariffs: What Do US Consumers Think?—Proprietary Survey Insights New Tariffs, New Challenges: How US Trade Policies Could Impact Prices and Profits 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. This document was generated for Other research you may be interested in:Weekly US Store Openings and Closures Tracker 2025, Week 36: Bath & Body Works and Ollie’s Bargain Outlet To Open Additional StoresShoptalk Spring 2025: Day Two—Next-Generation Search and the Leading Edge of Storytelling, from Influencers to Lived ValuesRolling Metric Continues Upward Trend: Weekly US Consumer Sentiment, Week 30, 2025—InfographicHigh-Income Consumers Drive Uptick in Financial Optimism; Inflation Awareness Down Versus Early 2025: US Consumer Survey Insights
Analyst CornerAnalyst Corner: Constrained Consumers Could Soon “Get to the Goods” Again—Evolving In-Store Loss Prevention, with John Harmon John Harmon, CFA, Managing Director of Technology Research February 16, 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, John Harmon, Managing Director of Technology Research, discusses the challenges that locking up goods as a loss-prevention measure presents for retailers and consumers, and a key technology solution that has finally arrived. 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: CVS, Target, Walgreens Boots Alliance Other relevant research: Retail Shrink and ORC: Cargo Theft Hits Record Levels in the US, Retail Crime Costs Soar in the UK 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 the emergence of Chinese AI (artificial intelligence) startup DeepSeek. 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:Groceryshop 2025 Day Four: AI and Data Are Driving Shopper Journeys and Unified OrganizationsConsumer Sentiment Shows Signs of Improvement Amid Temporary Tariff Reduction: China Consumer Survey InsightsNextGen 2025 Highlights: Coresight Research Premium Subscriber Call, July 2025The Changing Consumer: Insights Presented by Deborah Weinswig at YPO Retail CEO Summit
Insight ReportJanuary 2025 US Retail Sales: Nearly All Sectors Report Mid-Single-Digit Sales Growth Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research February 14, 2025 Reasons to ReadUsing data from the US Census Bureau, we analyze US retail sales in January 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), January 2024–January 2025 Year-over-year changes in retail sales by sector, December 2024 and January 2025 Other relevant research: Inflation Up, Sentiment Down: Alarm Bells for the US Consumer Economy? Our monthly reports keep you up to date on retail sales (in total and by sector) and key consumer indicators in the US. All our coverage of macroeconomics Complementing our monthly reports, the Coresight Research US Retail Sales Databank brings together retail sales data to help you understand the scale and trajectory of US retail. 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:Unlocking Success: The Pathway to Profitability for US Brands and RetailersWeekly UK Store Openings and Closures Tracker 2025, Week 47: Store Openings Exceed 1,500Rolling Metric Sentiment Declined This Week: Weekly US Consumer Sentiment, Week 36, 2025—InfographicWeekly UK Store Openings and Closures Tracker 2025, Week 17: Sainsbury’s To Open 40 Stores
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2025, Week 7: Aldi and Skechers USA Announce Store Expansion Plans; Joann To Close 500 Stores Aaron Mark Dsouza, Data Analyst February 14, 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 store expansion plans across multiple sectors—notably, by discount supermarket chain Aldi and footwear retailer Skechers USA have announced store-expansion plans, while Joann is set to close 500 stores across the US. Non-store-closure news includes the appointment of a new Chief Stores Officer at Macy’s. This report presents data up to week 7 of 2025, ended February 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: Aldi, Dollar Tree, Five Below, JCPenney, Joann, Liberated Brands, Macy’s, Skechers USA 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:Sycamore Partners To Acquire Walgreens Boots Alliance—Exploring the Reasons for and Implications of the $23.7 Billion DealAnalyst Corner: US Consumer Sentiment Varies by Age and Income—Uncovering Demographic Trends, with Aditya KaushikAnalyst Corner: Exploring IKEA’s City Stores Worldwide, with John MercerWeekly UK Store Openings and Closures Tracker 2025, Week 24: Matalan To Open Stores; Poundland Continues To Shutter Stores
InfographicThree Data Points We’re Watching This Week, Week 7: Consumer Sentiment Focus John Mercer, Head of Global Research and Managing Director of Data-Driven Research February 14, 2025 Reasons to ReadOur Three Data Points We’re Watching This Week series spotlights key data points from this week’s research. Understand consumer sentiment in the US and China with new survey data on consumers’ financial prospects and the impacts of tariffs. This graphic presents key insights from our research in week 7 of 2025. Dive into the full research reports behind these data points: Luxury Shopping in Focus; Sentiment Slumps Overall Amid Tariffs: US Consumer Survey Insights Mixed Signals—Economic Optimism Continues But Consumers Feel the Strain on Personal Finances: China Consumer Survey Insights 2025 Tariffs: What Do US Consumers Think?—Proprietary Survey Insights Other relevant research: The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. Read the full series of China Consumer Survey Insights reports. All graphics in the Three Data Points series This document was generated for Other research you may be interested in:The New Coresight 100: Leading the Retail Charge in 2025US Tariffs: Who Wins, Who Loses and What It Means for the EconomyInconsistent Trends Appear to Reflect Uncertainty: Weekly US Consumer Sentiment, Week 31, 2025—InfographicWeekly US Store Openings and Closures Tracker 2025, Week 23: Rite Aid To Close Almost 500 Stores
Insight ReportInflation Up, Sentiment Down: Alarm Bells for the US Consumer Economy? John Mercer, Head of Global Research and Managing Director of Data-Driven Research February 13, 2025 Reasons to ReadThe US consumer economy is in flux. With inflation creeping up and consumer sentiment taking a sharp downturn, retailers, brands and industry stakeholders must stay ahead of evolving market dynamics. We unpack the latest data on critical indicators shaping the retail landscape in 2025. Data in this research report include: Recent overall CPI inflation and retail-specific inflation rates Proprietary survey findings—US consumers’ economic and financial outlook over the next 12 months; expected impacts of tariffs on the economy and personal finances Other relevant research: Retail 2025: US Macro, Consumer and Retail Outlook New Tariffs, New Challenges: How US Trade Policies Could Impact Prices and Profits 2025 Tariffs: What Do US Consumers Think?—Proprietary Survey Insights Market Navigator: US Retail and E-Commerce—Seizing Opportunities Amid a Changing Landscape The Coresight Research US Consumer Survey Databankprovides 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:The Impacts of US Tariffs: Assessing Companies’ International Sourcing Exposure by CountryThree Data Points We’re Watching This Week, Week 12: US Retail and Consumer LatestSector Focus: Off-Price Shopping—Data GraphicWeekly UK Store Openings and Closures Tracker 2025, Week 39: Amazon and Bodycare To Close All Stores
