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, 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:

Please Login to read the full report. Not a member? To access this content for free, register for a free account.

Reasons to Read

Spring 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:

You are currently viewing a preview of this report.

Please select an access option to view the full report. Hide 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

Reasons to Read

Our 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:

You are currently viewing a preview of this report.

Please select an access option to view the full report. Hide 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

Reasons to Read

The 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.
You are currently viewing a preview of this report.

Please select an access option to view the full report. Hide 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

Reasons to Read

The 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:

You are currently viewing a preview of this report.

Please select an access option to view the full report. Hide 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

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 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:

You are currently viewing a preview of this report.

Please select an access option to view the full report. Hide 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

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 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:

You are currently viewing a preview of this report.

Please select an access option to view the full report. Hide 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

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, 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:

Please Login to read the full report. Not a member? To access this content for free, register for a free account.

Reasons to Read

Using 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:

You are currently viewing a preview of this report.

Please select an access option to view the full report. Hide 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

Reasons to Read

Our 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:

You are currently viewing a preview of this report.

Please select an access option to view the full report. Hide 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

Reasons to Read

The 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:

You are currently viewing a preview of this report.

Please select an access option to view the full report. Hide 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

Reasons to Read

Building on our Market Navigator on the US grocery retailing, we explore the technologies currently shaping the sector, from AI (artificial intelligence) to ESLs (electronic shopping labels). We also provide insights on the technology trends impacting the grocery shopping experience through exclusive analysis of Coresight Research survey data.

Proprietary survey data in this report include:

  • US consumers’ feelings about selected ESL attributes
  • What information (excluding prices) US shoppers find most useful on ESLs
  • Features of smart shopping carts that interest US consumers the most

Companies mentioned in this report include: Afresh Technologies, Albertsons Companies, Amazon, Dollar General, Dollar Tree, Hy-Vee, Kroger, Nestlé, Nvidia, RELEX Solutions, Simbe Robotics, Target, Walmart, Whole Foods Market, Zebra Technologies

Other relevant research:

You are currently viewing a preview of this report.

Please select an access option to view the full report. Hide 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