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Retail crime is escalating. Cargo theft has surged across North America, causing millions of dollars in losses, while shoplifting and in-store violence in the UK have hit unprecedented highs. As retailers navigate this crisis, they must strike a balance between loss prevention and maintaining a seamless shopping experience.

Part of our monthly Retail Shrink and ORC (organized retail crime) series, this research report presents the latest developments in retail shrink in the US and Europe. We uncover:

The 27% increase in cargo theft across the US and Canada, and its resulting losses
First-party fraud rates during the recent holiday season and the business costs of chargebacks, returns fraud and promotional abuse
The 24% year-over-year rise in retail crime costs in the UK
New loss-prevention capabilities and employee safety solutions from selected technology vendors
Retailer commentary on loss-prevention strategies from major retailers, including the impacts of AI-powered self-checkout
The retailer sectors that are better positioned to mitigate retail shrink and those that risk losing advantage

This report covers developments from the start of January to mid-February 2025. From 2025, we are publishing this series on a quarterly basis.

We help you understand the scale of the retail shrink challenge and stay ahead of the latest security innovations to effectively strategize around tackling evolving retail crime.

Companies mentioned in this report include: Albertsons, CVS, Groupement Mousquetaires, LiveView Technologies, Poundland, Sensormatic Solutions, Socure, Walgreens

Other relevant research:

More reports in the Retail Shrink and ORC series
RetailTech: Leading-Edge Loss Prevention—Tackling Theft and Fraud Through RFID, Video Surveillance and More—a free report, sponsored by Sensormatic
Retail Challenges Drive Edge Technology Investment—a free report, sponsored by VMware
Retail-Tech Landscape: Loss Prevention
Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology.

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

In this research report, we present findings from our latest weekly surveys, with the most recent undertaken on January 27, 2024. We focus on consumer sentiment in China, which has exhibited significant volatility in recent months. Dive into our new survey data to uncover how consumer expectations for their personal finances and the economy are diverging, against a backdrop of ongoing stimulus measures and new US tariffs.

Data in this research report are:

Consumers’ expectations for economic conditions and personal finances in the next 12 months
How consumers’ financial situation now compares to 12 months ago
Activities that consumers have done in the past two weeks
What products consumers have bought in-store and online in the last two weeks

Other relevant research:

Read the full series of China Consumer Survey Insights reports.
The Coresight Research China Retail Sales Databank brings together retail sales data to help you understand the trajectory of retail in China.
Key Festivals and Holidays for Promotional Campaigns in China in 2025: Calendar
More research reports on China retail
Interested in more consumer survey analysis? Check out our US Consumer Survey Insights series.

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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 luxury shopping trends specifically. Where are luxury shoppers making purchases, and what categories are they buying?

The latest data in this report are from our survey conducted on February 3, 2025, with headline findings on Gucci’s reported popularity, despite recent earnings results from parent company Kering indicating ongoing global challenges for the brand. Plus, we highlight declining consumer sentiment amid tariffs.

Data in this research report are our latest proprietary survey findings on:

Whether consumers have purchased luxury products in the past three months
Popular brands and product categories among luxury shoppers
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
Consumers’ expectations for the economy overall and for their own personal financial situation—plus, breakdowns of our findings by income

Companies mentioned in this research report include: Amazon, Burberry, Coach (Tapestry), Gucci (Kering), Louis Vuitton (LVMH), Macy’s, Walmart

Other relevant research:

Global Luxury—Retail 2025 Sector Outlook
Visit the Coresight Research Fashion and Luxury Hub to explore sector data, reports and company profiles.
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.

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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, there are highlights from companies that reported in the week ended February 7, 2025, across four sectors: apparel and footwear, beauty, consumer packaged goods and luxury.

Data in this report are:

Quarterly data from companies, including gross margins and sales data by brand (where applicable), channel and geography

Companies mentioned in this report include: Clorox Company, Colgate‑Palmolive, Columbia Sportswear, The Estée Lauder Companies, Mondelēz International, PepsiCo, Ralph Lauren, Tapestry, Under Armour

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.

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The Coresight Research and Circana monthly US CPG Sales Tracker provides our data-driven analysis of sales trends in the US CPG industry—covering the product categories of food & beverages, health & beauty, and general merchandise & homecare.

This report presents key insights for the four weeks ended January 26, 2025.

Data in this research report include:

CPG sales growth—e-commerce, in-store and in total
E-commerce and total CPG sales growth by category type
Food & beverages department breakdown by category: e-commerce and total sales growth
Nonfood department breakdown by category: e-commerce and total sales growth

Other relevant research:

More reports in our US CPG Sales Tracker series
Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles

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On February 1, 2025, the US government implemented a 25% tariff on imports from Canada and Mexico, as well as a 10% tariff on all goods from China. However, just days later, the tariffs on Canada and Mexico were paused for a month after the leaders of these countries announced moves to ramp up security at their borders. On the other hand, China has responded with 15% tariffs on coal, gas and other imports from the US; restrictions on some mineral exports to the US; and an antitrust investigation into Google.

What are the implications of the new tariffs implemented by the US, and what measures can retail companies take to lessen their impact? Coresight Research dives into the latest on the tariffs and their impact.

Data in this research report include:

Proprietary survey data on US consumers’ expectations for their household financial situation and the overall economy over the next 12 months
Top 10 most pressing concerns among CFOs, both pre- and post-election

Companies mentioned in this research report include: Amazon, Burlington Stores, Colgate-Palmolive Company, Costco, Dick’s Sporting Goods, The Home Depot, Levi Strauss, Ralph Lauren, Shein, Temu, Ulta Beauty, VF Corporation, Walmart

Other relevant research:

2025 Tariffs: What Do US Consumers Think?—Proprietary Survey Insights
Proposed US Tariffs and Their Impacts—Price Hikes Likely, Making Diverse Supply Chains a Must
Retail 2025: US Macro, Consumer and Retail Outlook
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.

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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, Charlie Poon, Analyst, discusses the emergence of Chinese AI (artificial intelligence) startup DeepSeek. From stock price declines to low-cost training, discover the ways in which DeepSeek is impacting the AI landscape.

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:

DeepSeek: The Chinese AI Startup That Has Overtaken ChatGPT on Apple’s App Store
Retail 2025: 10 AI Trends—An Inflection Point in the GenAI Revolution
All our coverage of AI in retail
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 three technologies that US retailers are implementing to futureproof their physical retail and customer engagement strategies.

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

This week, we highlight bankruptcy-led closures by Bargain Hunt and Liberated Brands, as well as developments from other major retailers. Non-store-closure news includes the appointment of a new Operating Division President at Raley’s.

This report presents data up to week 6 of 2025, ended February 7, 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: Bargain Hunt, Crew Clothing, H&M, Liberated Brands, Pop Mart, Tractor Supply Company

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.

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Our Three Data Points We’re Watching This Week series spotlights key data points from this week’s research.

Spanning the impacts of US tariffs, our retail sales projections and Amazon’s dominance in e-commerce, discover key data points we are watching in week 6 of 2025, with a US consumer and retail focus.

Dive into the full research reports behind these data points:

Other relevant research:

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.
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

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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 first quarter of 2025 (1Q25): Valentine’s Day and Presidents’ Day. Plus, we preview the end-of-year holiday season with an early outlook on shoppers’ spending plans and preferences.

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 Valentine’s Day and Presidents’ Day in 1Q25, and how much they expect to spend compared to last year and in dollar terms
Where Valentines’ Day shoppers expect to spend
What product categories consumers expect to buy for Presidents’ Day
Consumers’ spending expectations for the 2025 holiday season

Companies mentioned in this research report include: Amazon, Publix, Target, Walmart

Other relevant research:

All our coverage of US holiday retail
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.

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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, there are highlights from companies that reported in the week ended January 31, 2025, across seven sectors: apparel and footwear, consumer packaged goods, drugstores, food and grocery, home and home improvement, luxury and specialty apparel.

Data in this report are:

Quarterly data from companies, including gross margins and sales data by brand (where applicable), channel and geography

Companies mentioned in this report include: Albertsons, Aritzia, Burberry, Deckers Outdoors, Fast Retailing, H&M, JD Sports, Kimberly-Clark, LVMH, Next, Ocado, Procter & Gamble, Richemont, Tesco, Tractor Supply Company, VF Corporation, Walgreens Boots Alliance

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.

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Announcements by Big Lots, Macy’s and Party City at the start of the year have pushed planned total closed retail space for 2025 to over 50 million square feet, Coresight Research estimates.

Discover US retailers’ latest store closure and opening announcements, as well as the square-footage impacts of these developments.

This report is part of our monthly US Store Tracker Extra series. We offer insights into announced developments as of January 31, 2025.

Data in this report are:

Year-to-date (YTD) US store closures and openings estimates for 2025 and 2024, by retailer—total number of store closures/openings, as a proportion of store portfolios and square-footage impacts
US announced store closures and openings: week-by-week data for 2025 versus the comparable period in 2024
US retail bankruptcies, 2025 and 2024

Companies mentioned in this report include: Aldi, Big Lots, Macy’s, Party City, Walgreens Boots Alliance, Walmart

Other relevant research:

More research on physical retail
View our full collection of store tracker reports.
The Coresight Research 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.

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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 e-commerce specifically. Where are online shoppers making purchases, and what categories are they buying?

The latest data in this report are from our survey conducted on January 27, 2025, with headline findings on the dominance of Amazon in the e-commerce sector and trending product categories.

Data in this research report are our latest proprietary survey findings on:

Whether consumers have purchased products online in the past three months
Popular retailers and product categories among online shoppers
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
Consumers’ expectations for the economy overall and for their own personal financial situation—plus, breakdowns of our findings by income

Companies mentioned in this research report include: Amazon, eBay, Temu, Walmart

Other relevant research:

US and China E-Commerce—Retail 2025 Sector Outlook: Online Sales To Maintain Strong Growth Momentum
Amazon Haul: The E-Commerce Giant Takes On Its Cross-Border Competitors
Market Navigator: US Retail and E-Commerce—Seizing Opportunities Amid a Changing Landscape
More coverage of e-commerce
The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys.
The Amazon Databank brings together a range of proprietary Coresight Research data on Amazon, with a focus on its US retail and marketplace operations.
The Market Sizes Databank offers an overview of key retail market or sector sizes, including Coresight Research projections for future years.

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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 January 22, 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.

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In an era of rapid digital transformation, the US retail industry is harnessing the power of technology to drive efficiency and elevate the customer experience. Artificial intelligence (AI), machine learning (ML), the Internet of Things (IoT), radio-frequency identification (RFID) and Web3 technologies have become essential tools shaping the retail landscape of 2025 and beyond.

In this report, we explore key technologies that will redefine US retail across three areas: the supply chain, operations, and the customer experience.

Futureproof your supply chain: Discover how AI-powered demand forecasting, RFID tracking, and Web3-based traceability solutions are revolutionizing retail supply chains.
Enhance operational efficiency: Learn about the latest advancements in loss-prevention technology, automation and AI-driven pricing optimization that are improving productivity and profitability.
Transform customer engagement: See how generative AI (GenAI) chatbots, in-store retail media and associate-enablement tools are creating seamless shopping experiences that boost customer satisfaction and loyalty.

Plus, assess competitive positioning by understanding which major retailers are leading the charge in technology adoption and which technology vendors are driving innovation in key areas.

Navigate the complex but promising future of tech-driven retail with our insights.

Data in this research report include:

US total retail sales and year-over-year growth, 2020–2029E
Proprietary US survey insights—consumers’ feelings about electronic shelf labels (ESLs), perceptions of whether in-store technology is driving improvements at checkout, satisfaction with automated customer-service interactions

Companies mentioned in this report include: Afresh Technologies, Ahold Delhaize, Albertsons, Amazon, Hy-Vee, RELEX, Salesforce, Walmart, Zebra Technologies

Other relevant research:

Retail 2025: 10 Trends in Retail Technology
Market Navigator: US Retail and E-Commerce—Seizing Opportunities Amid a Changing Landscape
More coverage of AI in retail, the supply chain and retail management
Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology.

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