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 Mercer, Head of Global Research and Managing Director of Data-Driven Research, discusses new data on the impacts of GLP-1 weight-loss medications on consumers’ grocery spending.

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Reasons to Read

We relaunch our longstanding CORE Framework for AI (artificial intelligence) in retail, which we updated in November 2024 to reflect the expanding role of the technology in modern retail operations. The updated framework gives retailers and brands a head start in strategizing around AI deployment.

We view AI as a fundamental technology that can improve all of a retailer’s activities, and we envision its application across all 10 retail-technology trends we have identified for 2025.

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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 opening plans by 7-Eleven and the recent bankruptcy declaration from Joann, as well as detail other recent store announcements from major retailers. Non-store-closure news includes the appointment of a new CEO at Shoes for Crews, as well as a new Chief Operating Officer at The Entertainer.

This report presents data up to week 3 of 2025, ended January 17, 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: 7-Eleven, Daiso, Joann, Kohl’s, Macy’s, Morrisons

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Reasons to Read

Aldi and Lidl are two prominent German discount grocery chains that have gained significant popularity worldwide. As part of our Head-to-Head series, we provide insights into the two companies’ business and growth strategies, brand usage and e-commerce initiatives.

Data in this research report include:

  • Annual sales and year-over-year growth for both Aldi Group and Lidl, 2019–2023
  • Average per-store stock-keeping unit count and store size for Aldi and Lidl
  • Survey data on the top 10 grocers that consumers buy food and products from for everyday use for selected countries
  • Global store counts for both companies, by country

Companies mentioned in this report include: Aldi Nord, Aldi Süd, Amazon, Asda, Lidl, Ocado, Publix, Walmart

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Reasons to Read

The Coresight Research and Circana monthly US CPG Sales Tracker provides our data-driven insights into online 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 December 29, 2024.

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 breakdowns by category: e-commerce and total sales growth

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Reasons to Read

The global retail industry is experiencing a profound transformation, one driven by rapid technological advancements and shifting consumer expectations. Building on our Market Navigator report on US retail and e-commerce, we explore the innovative strategies adopted by leading retailers and e-commerce platforms from China, Europe, India and the UK, as well as what US retailers can learn from these strategies.

Data in this research report include:

  • US retail market (excluding gasoline and automobiles) and year-over-year growth, 2019–2028E
  • Total gross merchandise value of the Indian quick-commerce market and year-over-year growth, 2020–2025E

Companies mentioned in this report include: Alibaba, Amazon, JD.com, Next, Reliance Retail, Shein, Temu, Tesco, Walmart, Zalando

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Reasons to Read

Coresight Research attended NRF 2025: Retail’s Big Show in New York, New York, hosted by the National Retail Federation (NRF).

In this report, we present highlights from the third and final day of the event, covering AI predictions shared by Deborah Weinswig, CEO and Founder of Coresight Research, as well as Lululemon Athletica’s strategy for 2025 and the future of retail media.

Look out for our upcoming NRF 2025 wrap-up report to dive into our insights from the full event. We will help you digest what you’ve learned and catch up on what you may have missed!

Companies mentioned in this report include: invent.ai, Lululemon Athletica, Mattress Firm, Nordstrom, Tailored Brands, Target

Other relevant research:

  • All our coverage of NRF 2025
  • Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology.
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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 the mass merchandisers and warehouse clubs sector specifically. Discover which retailers are most popular in the sector, and explore what sector shoppers are purchasing.

The latest data in this report are from our survey conducted on January 6, 2025.

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

  • Which mass merchandisers and warehouse clubs are most popular
  • Popular product categories among sector 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: Costco, Sam’s Club, Target, Walmart

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Reasons to Read

On January 9, 2025, department store JCPenney merged with SPARC Group—operator of brands including Lucky, Aéropostale, Eddie Bauer and Brooks Brothers—to create Catalyst Brands.

The merger underscores key changes in the retail sector, revealing broader trends and strategies that may have far-reaching impacts on the entire retail landscape. In this report, we explore the potential impacts of this partnership on the US retail sector and dive into some of the key emerging trends.

Companies mentioned in this report include: Authentic Brands Group, Brookfield Corp, Dillard’s, Forever 21, Gap Inc., JCPenney, Nordstrom, Reebok, Shein, Simon Property Group

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Reasons to Read

We expect 2025 to be a pivotal year for the development of AI (artificial intelligence), with many GenAI (generative AI) projects seeing deployment.

In this research report, we present 10 critical AI trends, spanning retail media, agentic AI and more. Our recommendations help you understand how to harness the power of AI to drive real business results, aligning with the Coresight Research CORE Framework for AI in retail. This framework aims to guide retailers in winning new business, running their operations more efficiently, reinventing their supply chains and creating stronger customer relationships—with sustainability at the core.

Stay at the forefront of AI innovation in the rapidly evolving retail landscape. Dive into our AI-focused research to gain actionable insights to redefine your retail strategy and unlock key growth opportunities!

This report is part of the Coresight Research Retail 2025 series, which details the prospects for retail this year, exploring key trends by geography and sector. It is made available to non-subscribers of Coresight Research through its sponsorship by invent.ai, a global provider of retail inventory optimization solutions.

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Reasons to Read

Coresight Research is attending NRF 2025: Retail’s Big Show in New York, New York, hosted by the National Retail Federation (NRF).

In this report, we present highlights from the second day of the event, covering loyalty programs, sustainability efforts and the future of beauty retailer Sephora.

Companies mentioned in this report include: ABC Fine Wine & Spirits, Hibbett, IKEA, Oracle, Sephora, Target, The Vitamin Shoppe, Walmart

Other relevant research:

  • All our coverage of NRF 2025
  • Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology.
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Reasons to Read

Coresight Research is attending NRF 2025: Retail’s Big Show in New York City, hosted by the National Retail Federation (NRF).

In this report, we present highlights from the first day of the event, covering digital twins, agentic AI (artificial intelligence), the reinvention of the department store by Macy’s, and Amazon’s approach to innovation.

Stay tuned for more coverage of NRF 2025!

Companies mentioned in this report include: Amazon, Lowe’s, Macy’s Inc., Nvidia, Walmart

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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, Sujeet Naik, Analyst, presents three predictions for the India retail market, drawing on insights from our flagship annual report. From quick commerce to generative AI (artificial intelligence), discover key trends for the India market 2025.

Other relevant research:

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