Deep DiveFinancial Pessimism Deepens Amid Post-Shutdown Adjustment: US Consumer Survey Insights Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research November 26, 2025 Reasons to ReadDiscover how US consumers are reacting to shifting economic conditions, inflation pressures and tariffs in the holiday season. Read this report to discover answers to these and other questions: How is consumer sentiment diverging across income groups—and what does this mean for premium versus value retail performance. How Federal Government Shutdown impacting consumers’ financially and their holiday plans? Data in this research report include: Consumer sentiment by income and time, impact of Federal Government Shutdown on consumers; and retailer and category-level shopping data. Other relevant research: 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:Analyst Corner: How Fast Will Agentic Commerce Scale? Three Gauges to Watch, with Charlie PoonHead-to-Head in Global Discount Grocery Retailing: Aldi vs. LidlWeekly US and UK Store Openings and Closures Tracker 2025, Week 5: Apparel, Convenience and Food Retailers Announce Store Expansion PlansRetail-Tech Landscape: Unified Commerce
Deep DiveHoliday 2025 Survey Insights: Holiday Shopping Jumps As Shutdown Impact Fades Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research November 25, 2025 Reasons to ReadDiscover how tariffs and inflation driven shifts in sentiment and behavior are shaping the mid weeks of the 2025 holiday shopping season. Read this report to discover answers to these and other questions: What early signals are we seeing in holiday shopping behaviors and which retailers are winning early-season share? Where are consumers shopping for holiday products and how are discount and convenience players performing? What product categories are leading early holiday purchases, and what role is inflation playing in consumer choices? Data in this research report include: Holiday purchase rates; top retailers for holiday shopping and holiday categories. Companies mentioned in this report include: Albertsons Companies, Amazon, Best Buy, Costco, Dollar Tree, eBay, Etsy, Family Dollar, Five Below, Gamestop, Hobby Lobby, Home Depot, JCPenney, Kohl’s, Kroger, Lowe’s, Macy’s, Old Navy, Ross Stores, Sam’s Cub, Sephora, Target, Temu, The TJX Companies, Ulta and Walmart. Other relevant research: US Holiday 2025: Consumer Survey and Retail Outlook—From Social To Smart: AI Becomes the New Driver of Holiday Discovery and Value Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. All Coresight Research coverage of US holiday 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:RetailTech: AI in Digital Commerce—GenAI Supercharges Retail to Provide a Seamless Shopping JourneyDiwali’s Global Rise Is Reshaping the Retail Growth CycleThree Data Points We’re Watching This Week, Week 2: Global Retail Predictions for 2025Earnings Insights 1Q25, Week 6: Costco Wholesale, Deckers Outdoor and Ulta Beauty Report Growth While Department Stores Face Challenges—Infographic
Deep DiveHoliday 2025: Black Friday Preview—Value, AI and Extended Promotions To Drive Sales This Year Aditya Kaushik, Analyst November 25, 2025 Reasons to ReadAs part of our coverage of the 2025 holiday season, Coresight Research examines the potential of Black Friday this year (November 28), including proprietary survey data on consumers’ shopping intentions and major retailers’ Black Friday plans and promotions. Read this report to discover answers to these and other questions: How are inflation and economic uncertainty shaping consumer shopping behavior ahead of Black Friday 2025? What does Coresight Research’s proprietary consumer survey data reveal about demand and shopping channel preferences this Black Friday? How are major retailers adjusting their Black Friday strategies—including timing, promotions and AI tools—to drive traffic and sales? What are the broader retail and macroeconomic implications for Black Friday within the Holiday 2025 season? Companies mentioned in this report include: ACME, Albertsons Companies, Amazon, Bass Pro Shops, Best Buy, Big Lots, Cabela’s, Costco Wholesale, CVS Health, Dollar General, Family Dollar, Food Lion, The Home Depot, JCPenney, Kohl’s, Kroger, Macy’s, Old Navy, Stop & Shop, Target, VF Corporation and Walmart. Data in this report include: US consumer survey insights on Black Friday shopping intentions and behaviors; product category breakdowns for in-store and online shopping; retailer-specific Black Friday promotional strategies and AI initiatives. 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 UK Store Openings and Closures Tracker 2025, Week 40: Claire’s UK Bought Out of BankruptcyFinancial Confidence Falls to New Low Following US Tariff Imposition: China Consumer Survey InsightsUS Retail and Logistics Holiday Hiring Hits Lowest Level in Over a Decade—Data GraphicThree Data Points We’re Watching This Week, Week 11: US CPG E-Commerce Latest
Deep DiveUS Department Stores—Real Estate Insights: The Strategic Real Estate Reset from Flagships to Footprint Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research November 24, 2025 Reasons to ReadDiscover how US department stores are adapting to changing consumer behaviors and evolving real estate strategies in the post-pandemic retail landscape. This report is part of our Real Estate Insights series. Read this report to discover answers to these and other questions: What is driving the contraction in the US department store market? How are Macy’s and Kohl’s optimizing their store footprints for profitability? Why are smaller, off-mall stores becoming a core strategy for leading department stores? How are partnerships like Kohl’s and Sephora boosting store traffic and sales? What new metrics are department stores using to measure store productivity in a post-pandemic world? Companies mentioned in this report include: Belk, Dillard’s, JCPenney, Kohl’s, Macy’s and Nordstrom. Data in this report include: US department store market contraction projections; store openings and closures; sales growth and foot traffic changes; store productivity metrics and partnerships. 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:Hot Tech Trends and Cool Products Unveiled: CES 2025 Pre-Conference InsightsWeekly US and UK Store Openings and Closures Tracker 2025, Week 8: US Store Closures Exceed 3,000, Up 420% Year Over YearHoliday 2025: Navigating Social Commerce—Top Strategies for Maximizing Engagement This Holiday SeasonAdapting to Tariff Pressures: Strategies for Retail Success
Analyst CornerAnalyst Corner: Five CPG Sector Insights from This Quarter’s Earnings, with Madhav Pitaliya Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research November 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. We discuss a shift in the CPG sector from price-driven to volume-supported growth, as well as how GLP-1 and AI innovations are reshaping product strategies and operational efficiency 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:The Evolving Supply Chain Landscape: Tariffs, Holiday 2025, and What’s Next: Insights Presented by Deborah Weinswig at The Lead SummitHoliday 2025: US Consumer Survey and Retail Outlook—From Social to Smart: AI Becomes the New Driver of Holiday Discovery and ValueDiwali’s Global Rise Is Reshaping the Retail Growth CycleAmazon Prime Day 2025 Evolves into a Retail Ecosystem: Five Insights on a Transforming Midyear Sales Season
Store TrackerWeekly UK Store Openings and Closures Tracker 2025, Week 47: Store Openings Exceed 1,500 Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research November 21, 2025 Reasons to ReadKeep updated on the latest trends in the UK retail sector, where the number of new store openings is still outpacing closures in 2025. Read this report to discover answers to these and other questions: Which retailers have been responsible for the rise in openings and closures this week, and what factors are influencing these decisions? How do the store openings and closures in 2025 compare to 2024, and what are the key trends driving the year‑on‑year changes? Companies mentioned in this report include: Anne Fontaine, B&M, Birkenstock, Kith, Moss, Peacocks, Primark, Pure Seoul, Rixo, Søstrene Grene, Stradivarius and The Food Warehouse. Data in this report include: weekly totals of UK store closures and openings for 2025 and 2024; retailer-level breakdowns of announced versus confirmed closures/openings. Other relevant research: The full collection of Store Tracker reports, including our US-focused series 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 Corporate and Financial Developments Databank includes details of management changes, financial guidance updates, retail and tech layoffs and capital raised by major retail companies. 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:New Tariffs, New Challenges: How US Trade Policies Could Impact Prices and ProfitsFinancial Confidence Falls to New Low Following US Tariff Imposition: China Consumer Survey InsightsSustained Stimulus Measures Give Rise to Consumer Optimism: China Consumer Survey InsightsHoliday 2024: US Retail Wrap-Up—Apparel and Amazon Dominate Spending
Store TrackerWeekly US Store Openings and Closures Tracker 2025, Week 47: IKEA Continues Its Opening Spree; Target To Invest in Stores Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research November 21, 2025 Reasons to ReadFind out which retailers are driving the increase in US store closures in 2025 and which ones are still growing their presence. Read this report to discover answers to these and other questions: Which retailers have been at the forefront of the most recent store closures and openings across the US? How do the trends in store closures and openings in 2025 compare to those in 2024, and what insights can be drawn from these patterns? Companies mentioned in this report include: CU, Fabletics, Figs, Frank & Eileen, IKEA and Silbon. Data in this report include: weekly totals of US store closures and openings for 2025 and 2024; retailer-level breakdowns of announced versus confirmed closures/openings; total store counts by retailer; total US retail bankruptcies year to date. Other relevant research: The full collection of Store Tracker reports, including our UK-focused series 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 Corporate and Financial Developments Databank includes details of management changes, financial guidance updates, retail and tech layoffs and capital raised by major retail companies. 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:Kering and L’Oréal Announce €4 Billion Strategic Partnership—Multibrand Luxury and Beauty Firms Playing To Their StrengthsMarket Outlook: US Convenience Store Retailing—Charting New Paths Through Structural HeadwindsResponses to Inflation—Trading Down in Food and Nonfood Remains a Critical Shopping Strategy: US Consumer Survey InsightsWeekly US Store Openings and Closures Tracker 2025, Week 19: Rite Aid Files for Bankruptcy—Again
Deep DiveConsumer Sentiment Stabilizes Following Trade Talks and Rate Cut: US Consumer Survey Insights Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research November 19, 2025 Reasons to ReadDiscover how US consumers are reacting to shifting economic conditions, inflation pressures and tariffs in the holiday season. Read this report to discover answers to these and other questions: How is consumer sentiment diverging across income groups—and what does this mean for premium versus value retail performance. How Federal Government Shutdown impacting consumers’ financially and their holiday plans? Data in this research report include: Consumer sentiment by income and time, impact of Federal Government Shutdown on consumers; and retailer and category-level shopping data. Other relevant research: 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:Shoptalk Spring 2025: Day One—Creating Value Is Critical to Success; Tech-Powered Personalization Permeates Panel DiscussionsStore Tracker Extra: US Store Openings and Closures 2024 Review and 2025 OutlookRecent Conference Insights, from World Retail Congress to ICSC Las Vegas: Coresight Research Premium Subscriber Call, June 2025Holiday Bites: Resale Shopping and Secondhand Selling—Data Graphic
Deep DiveHoliday 2025 Survey Insights: Government Shutdown Impacts One-Third of Holiday Shoppers Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research November 19, 2025 Reasons to ReadDiscover how tariffs and inflation driven shifts in sentiment and behavior are shaping the mid weeks of the 2025 holiday shopping season. Read this report to discover answers to these and other questions: What early signals are we seeing in holiday shopping behaviors and which retailers are winning early-season share? Where are consumers shopping for holiday products and how are discount and convenience players performing? What product categories are leading early holiday purchases, and what role is inflation playing in consumer choices? Data in this research report include: Holiday purchase rates; top retailers for holiday shopping and holiday categories. Companies mentioned in this report include: Albertsons Companies, Amazon, Best Buy, Costco, Dollar Tree, eBay, Etsy, Family Dollar, Five Below, Gamestop, Hobby Lobby, Home Depot, JCPenney, Kohl’s, Kroger, Lowe’s, Macy’s, Old Navy, Ross Stores, Sam’s Cub, Sephora, Target, Temu, The TJX Companies, Ulta and Walmart Other relevant research: US Holiday 2025: Consumer Survey and Retail Outlook—From Social To Smart: AI Becomes the New Driver of Holiday Discovery and Value Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. All Coresight Research coverage of US holiday 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:Weekly US and UK Store Openings and Closures Tracker 2025, Week 1: Big Lots Set to Keep Some Stores Open in 2025Consumer Sentiment Steadies; Plus, Off-Price and Dollar-Store Shopping in Focus: US Consumer Survey InsightsUS Tariffs: Divergence Between Consumer and Business Sentiment and What It Means for RetailThree Data Points We’re Watching This Week, Week 29: US Holiday, Back to School and Prime Day
Deep DiveFive Ways AI Is Being Used in Beauty Retailing (Plus One Bonus)—and What’s Next Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research November 19, 2025 Reasons to ReadDiscover how AI is transforming beauty retail into a predictive, personalized and agent-driven commerce ecosystem. Read this report—part of our Five Ways AI Is Being Used… series on major retail sectors—to explore insights and answers to these and other key questions: How are beauty brand owners like L’Oréal and Estée Lauder using AI to accelerate product innovation and create hyper-personalized formulations? In what ways is AI helping beauty companies discover more sustainable, bio-based beauty ingredients—and cutting development time from years to months? How is AI reshaping manufacturing and logistics to enable agile, personalized and low-waste supply chains in beauty retail? What role does AI play in powering hyper-personalized marketing, loyalty and CRM strategies across millions of customers? How are leading beauty retailers using AI to connect digital and physical channels, driving conversion, AOV and lifetime value? Companies mentioned in this report include: Abolis Biotechnologies, Adobe, Bath & Body Works, Coty, Debut, Douglas, e.l.f. Beauty, The Estée Lauder Companies, Evonik, Function of Beauty, Haut.AI, IBM, JCPenney, La Roche-Posay, L’Oréal, Microsoft, Modiface, Perfect Corp, Proven Skincare, Relex, Revieve, Sephora, Too Faced, Ulta Beauty. Data in this report include: AI use cases across the beauty value chain; performance metrics from AI-enabled product development, supply chains and retail experiences; customer engagement KPIs from AI-powered personalization and diagnostics. All of our coverage of AI in 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:2026 Sector Outlook: US Beauty Retailing—Fragrance, GLP-1 and Science-Led Innovation To Drive Expansion2Q25 Retail Inventory Insights: Diverging Strategies Amid Tariff Impacts in the Pre-Holiday Build-UpAnalyst Corner: US Grocery Retail—Decoding the $1.6 Trillion Market, with Sujeet NaikTariff Anxiety Hits the Supermarket: US Consumers Turn Cautious When Shopping for Groceries
Deep DiveFive Ways AI Is Being Used in Luxury Retailing—and What’s Next Charlie Poon, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research November 19, 2025 Reasons to ReadDiscover how Artificial Intelligence (AI) is transforming the luxury retail industry, driving innovation across product design, customer service, and operational efficiency. Read this report—part of our Five Ways AI Is Being Used… series on major retail sectors—to explore insights and answers to these and other key questions: How are luxury brands like Prada and Moncler using generative AI to co-create cutting-edge designs and stay ahead of trends? In what ways are AI-generated content and immersive marketing campaigns, such as those by Balenciaga, reshaping how luxury brands engage with consumers? How is AI enhancing customer service with personalized shopping agents like Ralph Lauren’s “Ask Ralph” and LVMH’s MaIA? How can AI help luxury brands optimize inventory management and supply chain operations while maintaining their exclusivity? What role does AI play in fighting counterfeiting, ensuring authenticity, and protecting the brand integrity of top luxury names? Data in this research report include/are: AI’s impact on design cycles, AI-driven personalization and customer engagement metrics, marketing content generation efficiency, and advancements in authentication technologies. Companies mentioned in this report include/are: Balenciaga, Entrupy, LVMH, Moncler, Prada and Ralph Lauren. All of our coverage of AI in 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:Consumer Sentiment Continues to Improve; Plus, Online Shopping in Focus: US Consumer Survey InsightsCEO Brief: Tech for Tariffs—Four Technologies (and Services) That Can Raise Revenues and Margins Now to Offset Tariff PainSustained Stimulus Measures Give Rise to Consumer Optimism: China Consumer Survey InsightsUS Back to School 2025, Part 2: Where Consumers Will Shop—Opportunities with Higher-Income Shoppers, in Retail Media and on TikTok
Event PresentationRetail Trends and Shopper Traffic Update, Q4: Early Findings & Strategic Outlook Coresight ResearchPlacer.ai November 18, 2025 Reasons to ReadCoresight Research hosted “Retail Trends and Shopper Traffic Update, Q4: Early Findings & Strategic Outlook” on November 18, 2025. Coresight Research CEO Deborah Weinswig and Placer.ai Head of Analytical Research RJ Hottovy shared exclusive data and actionable insights on evolving retail and shopper trends. The session covered which categories were leading, how consumer behavior was shifting, and the strategies retailers could use to drive growth and resilience through the holiday season and beyond. Attendees gained proprietary data, practical takeaways and forward-looking guidance to help navigate today’s dynamic retail landscape. Topics covered included: Midyear Review: Key trends, emerging themes and implications Shopper Traffic & Sentiment: Insights into consumer behavior and shopping preferences Sector & Category Performance: Leaders and laggards State of the Mall: Traffic dynamics, tenant mix and format shifts Holiday Preview: Insights and predictions Outlook: Strategic priorities and growth opportunities for 2026 This session offered valuable insights to help retailers stay ahead in a rapidly changing environment, with expert perspectives on market trends, consumer behavior and strategic approaches for navigating Q4 and planning for 2026. Watch the full session here. 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:Aldi vs. Lidl US Store Openings: Mapping Retail Real Estate Changes with the Store Intelligence Platform—Data GraphicConsumer Sentiment Steadies: Weekly US Consumer Sentiment, Week 13, 2025—InfographicAmazon Prime Day India 2025: Wrap-Up—Biggest-Ever Prime Day Spurs Tier 2 and Tier 3 Markets’ Growth and Premium BuysFour Technologies Retailers Can Use to Enchant Consumers: Insights Presented at CES 2025
Deep DiveFive Ways AI Is Being Used in Grocery and Mass Retailing—and What’s Next Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research November 18, 2025 Reasons to ReadDiscover how AI is transforming every aisle, algorithm and action in the grocery and mass merchants retail sector. Read this report—part of our AI in Sector series—to explore insights and answers to these and other key questions: How are AI/ML tools improving demand forecasting in grocery and mass retail—and what performance gains are early adopters seeing? What store-level technologies are grocers and mass retailers using to monitor shelves, reduce labor costs and minimize out-of-stocks? How are retailers using AI to create seamless checkout experiences and mitigate theft risks? What role will GenAI and AI agents play in product discovery, and how should grocers and mass retailers respond to changing consumer search behaviors? How is AI enabling hyper-personalized experiences that drive engagement, conversion and loyalty in grocery and mass retail? Companies mentioned in this report include: Afresh Technologies, Ahold Delhaize USA, Albertsons, Cust2Mate, Diebold Nixdorf, DoorDash, Hy-Vee, Instacart, RELEX Solutions, Sam’s Club, Schnucks Market, Shopic, Simbe Robotics, SpartanNash, Spangle.ai, Sprouts Farmers Market, Thrive Market, Tracxpoint, Wakefern, Walmart. Data in this report include: Food waste reduction and sales impact from AI-driven forecasting; retail survey data on out-of-stocks and in-store inefficiencies; consumer interest in smart cart features; adoption of GenAI in holiday shopping; performance metrics of AI-enabled shelf monitoring and checkout systems. All of our coverage of AI in 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:Three Data Points We’re Watching: Will Stock Market Volatility Impact US Consumer Spending?US Store Openings and Closures Midyear 2025 Review and Outlook: Where Does Retail Real Estate Stand in a Year of Disruption? InfographicHoliday Shopping Starts in the Summer: Tariffs Trigger Ultra-Early Holiday Shopping in 2025—Data GraphicCanada Store Openings and Closures Tracker 2025: Best Buy, Dollarama and Loblaw Companies Lead Openings at the Start of the Year
Deep DiveFive Ways AI Is Being Used in Apparel and Footwear Retailing—and What’s Next Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research November 17, 2025 Reasons to ReadDiscover how AI is revolutionizing every corner of apparel and footwear retail—from design to delivery to the dressing room. Read this report—part of our Five Ways AI Is Being Used… series on major retail sectors—to explore insights and answers to these and other key questions: How are leading brand owners and retailers like NIKE, Adidas and Walmart using AI to cut design cycles and unlock mass personalization? In what ways are AI tools transforming inventory forecasting and supply-chain efficiency to reduce waste and protect margins? How is AI enabling hyper-personalized shopping experiences across digital and physical retail for brands and retailers? How are apparel and footwear brand owners and retailers using generative AI to optimize social-commerce performance and influencer campaigns? What AI innovations are reducing returns and enabling custom-fit, high-performance products across the industry? Companies mentioned in this report include: Adidas, Amazon, ANTA Sports, Columbia Sportswear, Crocs, Everlane, Google, H&M, Li & Fung, NIKE, Ralph Lauren, SKIMS, SPARC Group, Stitch Fix, Walmart and Zalando Data in this report include: AI-driven design cycle reductions; conversion and return-rate metrics from personalization tools; AI’s impact on supply-chain speed and forecasting accuracy; revenue and engagement lifts from social-commerce platforms; fit optimization outcomes from AI sizing and modeling tools. Other relevant research: Agentic Commerce: How Retailers Can Make Their Products Discoverable and Shoppable for 800 Million ChatGPT Users All of our coverage of AI in 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:Amazon Apparel US Consumer Survey 2025: New Shoppers, Deeper Loyalty—Amazon Converts Browsers into BuyersWeekly UK Store Openings and Closures Tracker 2025, Week 29: New Look Closes Additional StoresIntroducing the New Tech 25 for ’25: Retail-Tech Companies To WatchInnovator Profile: Big Sur AI—Boosting Brands’ Profitability with Commerce-First AI Agents
Analyst CornerAnalyst Corner: US Mass Merchandisers, Warehouse Clubs and Discount Stores—Target in Transition as Dollar Stores and Clubs Surge Ahead, With Sujeet Naik Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research November 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. Explore how US mass retailers are redefining value as Target resets, dollar stores rebound and warehouse clubs expand. 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:AI Underpins the Tech-Driven Shift in US Grocery, from Smarter Forecasting to Faster CheckoutUS Retail Sales Outlook: Retail Sales Projections Moderate for the Holiday QuarterApril 2025 US Retail Sales Outlook: Lowering Near-Term Growth Projections Amid Volatility and UncertaintyWeekly UK Store Openings and Closures Tracker 2025, Week 27: Store Closures Up 8% Year Over Year
