Reasons to Read

On February 4, 2025, Deborah Weinswig, CEO and Founder of Coresight Research, presented at the RLC Global Forum: 2025 Annual Meeting in Riyadh, Saudi Arabia.

In an era where consumer expectations are evolving at lightning speed, Shein and Temu have emerged as global disruptors, rewriting the rules of retail. These Chinese fast-fashion and e-commerce giants have not only captured the attention of millions of shoppers but have also redefined 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. Dive into growth metrics, AI (artificial intelligence) opportunities and more with our insights.

Weinswig presents at the RLC Global Forum
Source: RLC Global Forum

 

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Reasons to Read

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, as promised during his presidential campaign. Now that the tariffs have been implemented, we explore proprietary Coresight Research survey data on what US consumers believe the impact of these tariffs will be.

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 selected respondents will change their shopping behaviors to avoid the effects of tariffs

Companies mentioned in this report include: Best Buy, Shein, Temu, TJX Companies, Walmart

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Reasons to Read

We consider the US macroeconomic outlook for 2025, including metrics that directly impact the consumer economy and retail for the new year and in the context of a new administration entering the White House.

Dive into our insights on inflation, interest rates, the housing market and more, and understand key retail and consumer economy tailwinds and headwinds.

Data in this research report include:

  • US macroeconomic metrics, 2025 vs. 2024—including GDP growth, CPI, interest rates, home sales and unemployment rate

Companies mentioned in this report include: Best Buy, Home Depot, Lowe’s, Shein, Temu, TikTok

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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, Anand Kumar, Managing Director of Retail Research, discusses three technologies that US retailers are implementing to futureproof their physical retail and customer engagement strategies: pricing optimization technology, associate enablement tools and agentic AI (artificial intelligence).

We also highlight our key research from the past week and upcoming reports to look out for, so you don’t miss out.

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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, Love’s Travel Stops & Country Stores plans to open 20 stores this year. Non-store-closure news includes the appointment of a new President and CEO at The Fresh Market.

This report presents data up to week 5 of 2025, ended January 31, 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: Buybuy Baby, Hotel Chocolat, Khaite, Love’s, Next, Select, Timothy Oulton, Weird Fish

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Reasons to Read

The Store Tracker Extra monthly series offers additional insight into retailers’ store closure and opening announcements.

In this report, we provide our yearly review of store closures and openings in the UK. We review calendar 2024, breaking the counts down by sector, and present our projections for 2025.

  • The infographic download, found above, summarizes key data from this report.

Data in this research report include:

  • UK store closure and opening counts, 2019–2025E
  • Major announced store closures and openings in the UK, 2025
  • UK store closures and openings by sector, 2024

Companies mentioned in this report include: The Body Shop, Carpetright, Clintons, CTD Tiles, Dobbies, Frasers Group, Homebase, J. Sainsbury plc, Lidl, Poundland, Shoe Zone, Ted Baker, Walgreens Boots Alliance

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Reasons to Read

The Store Tracker Extra monthly series offers additional insight into retailers’ store closure and opening announcements.

In this infographic, we provide highlights from our yearly review of store closures and openings in the UK. We review calendar 2024, breaking the counts down by sector, and present our projections for 2025.

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Reasons to Read

The Coresight Research team attended NRF 2025: Retail’s Big Show, hosted by the National Retail Federation (NRF) in New York City during January 12–14, 2025.

Dive into the top 10 technology themes at NRF 2025: Retail’s Big Show, covering loss prevention, demand forecasting, associate enablement and more. Technologies in focus include AI (artificial intelligence) and digital twins, computer vision and RFID.

Companies mentioned in this report include: Avery Dennison, invent.ai, Nvidia, Salesforce, Sephora, Target, Walmart

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Reasons to Read

The Coresight Research team attended NRF 2025: Retail’s Big Show, hosted by the National Retail Federation (NRF) in New York City during January 12–14, 2025.

Reflect on what you heard and catch up on what you missed with this report! We offer our top takeaways from the event, covering AI (artificial intelligence), innovation, sustainability, loyalty and retail media, among other topics.

Companies mentioned in this report include: Amazon, invent.ai, Nvidia, Sephora, Target, Walmart

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Reasons to Read

On January 27, 2025, DeepSeek overtook OpenAI’s ChatGPT on Apple’s App Store. What is DeepSeek? Meet the Chinese AI (artificial intelligence) startup that could change the game for retail.

Companies mentioned in this report include: Apple, DeepSeek, OpenAI

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Reasons to Read

Happy Chinese New Year! In 2025 (the Year of the Snake), this major event in the Chinese calendar falls on January 29 (day 1 of the lunar calendar), with celebrations through February 12.

How are consumers in China celebrating Lunar New Year? Dive into Spring Festival trends and retail activities, with a focus on travel and the impacts of government subsidies.

We discuss what we have seen so far for Chinese New Year as brands and retailers compete to capture consumer spending, with photographs of retail in action in Hong Kong from the Coresight Research team.

Data in this research report include:

  • China retail market size, 2020–2025E

Companies mentioned in this report include: Apple, JD.com, Midea, Tmall (Alibaba)

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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 (with the latest data from our January 20, 2025, survey), we discuss shoppers’ inflation-combating strategies.

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

  • Consumers’ perceptions of inflation, and its impact on grocery and nongrocery spending
  • 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

Companies mentioned in this research report include: Aldi, Amazon, Dollar General, Target, Walmart

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Reasons to Read

On January 28, 2025, the monthly Coresight Research Premium Subscriber Call delved into our insights from two of the most influential conferences in the tech and retail world: CES 2025 in Las Vegas and NRF 2025: Retail’s Big Show in New York City.

Featured speakers on the Coresight Research team:

  • John Mercer, Head of Global Research (moderator)
  • Anna Beller, Director of Special Projects
  • John Harmon, Managing Director of Technology Research

This presentation from the event explores:

  • AI Everywhere—the prevalence of AI (artificial intelligence) across both events and its impact on retail
  • Tech Highlights—the standout tech themes that stole the show and the innovations reshaping the retail landscape, from retail media to loyalty and more
  • Future Retail Themes—key trends that offer insights into the transformative forces shaping the future of retail

This presentation accompanies the on-demand webinar of the Coresight Research Premium Subscriber Call in January 2025.

Companied mentioned in this presentation include: Amazon, IKEA, Lululemon, Macy’s, Nvidia, Oracle, Panasonic, Target, Volvo, Walmart

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