Market Navigators/Market OutlookRetail 2025 Sector Outlooks: Ebook Aditya Kaushik, AnalystAnand Kumar, Associate Director of Retail ResearchCharlie Poon, AnalystMadhav Pitaliya, AnalystSujeet Naik, Analyst January 2, 2025 Reasons to ReadThe Coresight Research Retail 2025 series of reports looks ahead to the prospects for retail in 2025, exploring key trends by geography (namely, the US, the UK, China and India) and sector. We will also explore top trends for technology and AI (artificial intelligence), and retail media. This comprehensive ebook brings together our 10 Retail 2025 Sector Outlooks, presenting directional market insights and themes to watch across multiple retail sectors. We focus primarily on sectors in the US market—apparel and footwear; beauty; CPG (consumer packaged goods); department stores; drugstores; grocery; home and home improvement; and mass merchandisers, warehouse clubs and discount stores—but we also discuss e-commerce in China and the US, as well as the global luxury market. From M&A (mergers and acquisitions) and retail media to the impacts of AI (artificial intelligence), this ebook provides critical insights to help you shape your strategies for success in 2025. Data in this research report include: Our projections for US retail sales growth overall in 2025 Total sales and year-over-year growth projections per sector Headwinds and tailwinds per sector Companies mentioned in this report include: Albertsons, Alibaba, Amazon, Bath & Body Works, Dollar General, Home Depot, Kohl’s, Kroger, Lowe’s, LVMH, Shein, Target, Temu, Ulta Beauty, Walmart Other relevant research: All Coresight Research Retail 2025 reports Retail 2025: What Will Redefine US Retail?—Coresight Research Predictions Each Coresight Research Market Navigator report offers an in-depth, data-rich view of a retail, consumer or technology sector and is packed with data on sectors, segments, companies and consumers. Market Navigator: US Retail and E-Commerce—Seizing Opportunities Amid a Changing Landscape Visit the Coresight Research Fashion and Luxury Hub to explore sector data, reports and company profiles. Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles. Access the Coresight Research Retail Industry Databanks for comprehensive, global data on store developments, consumer behavior, financial guidance updates, market sizes and more! 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 Purchase this report. Buy Now This document was generated for Other research you may be interested in:Weekly UK Store Openings and Closures Tracker 2025, Week 12: Openings Up 50+% Year Over YearCEO Brief: Agentic AI—Creating a Digital Workforce to Achieve Enormous Leaps in EfficiencyHighlights from NextGen 2025: Retail, Real Estate & the New Consumer—InfographicUS CPG Sales Tracker: E-Commerce Sustains Double-Digit Growth Rate; In-Store Sales Expansion Slows
Insight ReportLowe’s 2024 Investor Conference: Building Growth with a Focus on Pro and Loyalty Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research December 30, 2024 Reasons to ReadHome-improvement retailer Lowe’s held its 2024 Analyst and Investor Conference on December 11, 2024. We present insights from the event, covering the company’s strategic priorities, productivity initiatives and near-term and long-term financial targets. Other relevant research: US Home and Home Improvement—Retail 2025 Sector Outlook: A Modest Recovery with a Focus on Pro Home and Home-Improvement Shopping in Focus: US Consumer Survey Insights All Coresight Research coverage of home and home-improvement retailing 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: Exploring IKEA’s City Stores Worldwide, with John MercerThe New Coresight 100: Leading the Retail Charge in 2025—InfographicUS Tariffs on Canada and Mexico: What US Consumers ThinkPutting the “AI” in “Airlines”: Insights from CES 2025
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2024, Week 52: Party City To Close All Stores Risheek Dandekeri December 27, 2024 Reasons to ReadOur Weekly US and UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies. This week, we highlight store closures by Big Lots and Party City, as well as other recent store announcements from major retailers. Non-store-closure news includes management changes at Burberry and Stop & Shop, among others. We also offer a look at retailers’ plans for their store bases in 2025 in this week’s report. This report presents data up to week 52 of 2024, ended December 27, 2024. Data in this research report include: Week-by-week comparisons of announced store closures and openings in the US and the UK—2024 vs. 2023 Major US and UK store closures and openings—2024, 2025 and 2023 Major US retail bankruptcies—2023 and 2024 Companies mentioned in this research report include: Big Lots, Furniture Village, Holland & Barrett, IT’SUGAR, NIKE, Party City 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. 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 “Shark Reef” Startup Pitch: Recap—12 Innovators, Two WinnersUS Store Tracker Extra, August 2025: At Home, Claire’s and Office Depot Closures Add 4+ Million Square Feet to Total Closed Retail SpaceSentiment Holds Steady As August Tariffs Deadline Looms: China Consumer Survey InsightsWeekly US Store Openings and Closures Tracker 2025, Week 47: IKEA Continues Its Opening Spree; Target To Invest in Stores
Deep DiveHoliday 2024—Christmas Countdown: Amazon and Walmart Dominate Shoppers’ Holiday Picks: US Consumer Survey Insights Madhav Pitaliya, Analyst December 24, 2024 Reasons to ReadThe 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 holiday shopping specifically. Which retailers are popular, and what are holiday shoppers buying? The latest data in this report are from our survey conducted on December 16, 2024, with headline findings on holiday shopping rates and the dominance of Amazon this season. Data in this research report are our latest proprietary survey findings on: Whether consumers have started their holiday shopping yet, and whether they have made any holiday purchases in the past seven days Popular retailers and product categories among holiday 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, Dollar Tree/Family Dollar, Walmart Other relevant research: All our coverage of US holiday retail The US Holiday Retail 2024 Databank tracks key retail metrics for the holiday season, including hiring and delivery surcharges. The 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:US CPG Sales Tracker: In-Store Sales Recover; Beauty Leads Growth; Online Grocery Remains StrongJCPenney Merges with SPARC Group to Form Catalyst Brands—What It Means for US RetailAnalyst Corner: Controversy Persists Around Price Gouging with Electronic Shelf Labels, with John HarmonInnovator Profile: Lica World—Delivering Compelling AI-Created Video to Maximize ROAS
Event CoverageA Guide to What Retailers Should See and Do at CES 2025 John Harmon, CFA, Managing Director of Technology Research December 24, 2024 Reasons to ReadThe Coresight Research team will attend CES 2025 in Las Vegas, hosted by the Consumer Technology Association (CTA). The show kicks off with two media days on January 5–6, followed by the show proper during January 7–10. Plan your time at CES 2025 with our guide to the event. Discover highlights from the agenda, covering sessions, keynotes and featured companies. Meet the Coresight Research team at CES 2025! Email contactus@stage.coresight.com. Other relevant research: CES 2024 Wrap-Up: Top 10 Tech Takeaways—AI Creates a Buzz Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. 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 BankruptcyMass Merchandiser and Warehouse Club Shopping in Focus—Walmart Leads; High Purchase Rates for Daily Essentials: US Consumer Survey InsightsPositive Sentiment Trend Comes to an End; Kohl’s Leads in Department Store Shopping: US Consumer Survey InsightsShoptalk Spring 2025 Wrap-Up: Customer-Centricity for a New Golden Age of Retail
Deep Dive3Q24 US Earnings Season Wrap-Up: Most Companies Post Positive Growth Results Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research December 24, 2024 Reasons to ReadWe analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies mostly based in the US) in the third quarter of 2024, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes. Data in this 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: Alibaba, Amazon, Best Buy, CVS Health, Capri Holdings, Costco, Dollar General, Dollar Tree, Foot Locker, Gap, The Home Depot, JD.com, Kohl’s, Kroger, Lowe’s, Lululemon Athletica, Macy’s, Nordstrom, Ross Stores, Skechers, Tapestry, Target, The TJX Companies, Ulta Beauty, Urban Outfitters, VF Corporation, Walgreens Boots Alliance, Walmart Other relevant research: Explore all our Earnings Insights reports, including quarterly wrap-ups. The Coresight 100 list 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 Stabilizes… for Now; Plus, Inflation Awareness Rises: US Consumer Survey InsightsTariff Pessimism Cools; Inflationary Trade-Down Persists: US Consumer Survey Insights ExtraUS Store Tracker Extra, July 2025: 127 Million Square Feet of Retail Space To Close, Outpacing Openings by 60%Personal Financial Sentiment Improves: Weekly US Consumer Sentiment, Week 19, 2025—Infographic
Insight ReportDecember 2024 US Retail Sales Outlook: Projecting Retail Momentum To Continue into 2025 Madhav Pitaliya, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research December 24, 2024 Reasons to ReadThe 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 December 20, 2024. 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: November 2024 US Retail Sales Outlook: Strong October To Fuel Solid Holiday Sales The Coresight Research US Retail Sales Databank Click here to view our full collection of monthly reports 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:Agentic Commerce—How Should Retailers Leverage GEO to Maximize AI-Engine Visibility?Analyst Corner: What’s Happening in Beauty Retail?—Analyzing Mixed Performance and Success Strategies with Madhav PitaliyaFebruary 2025 US Retail Sales Outlook: Growth Set for a Slowdown in February and MarchUS CPG Sales Tracker: Jump in Food Sales Fuels Total CPG Growth
Insight ReportParty City and Big Lots To Close All Stores: What’s the $100 Billion Elephant in the Room? John Mercer, Head of Global Research and Managing Director of Data-Driven Research December 23, 2024 Reasons to ReadTwo major US retailers, Big Lots and Party City, are closing. Big Lots stated that it will conduct an out-of-business sale following the failure of a deal to sell the company, while Party City plans to close all its stores. We argue that these closures are indicative of an underrecognized pressure on retailers, which we identify as totalling about $100 billion in scale. Companies mentioned in this report include: Big Lots, Five Below, Party City, Temu, The Container Store Other relevant research: US Mass Merchandisers, Warehouse Clubs and Discount Stores—Retail 2025 Sector Outlook: Essentials To Fuel Revenue Growth Holiday 2024: US Holiday Retail Homestretch—Retail Resilience; Temu in Top 10; Positive Traffic Trends 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: What Happened with US and China Consumer Sentiment on the Eve of Expected Tariffs? with John MercerWeekly US and UK Store Openings and Closures Tracker 2025, Week 3: Joann Files for Bankruptcy Again as US Closures Cross 2,000AI in Retail: What’s Now and What’s Next—Premium Subscriber Call, November 2025Weekly UK Store Openings and Closures Tracker 2025, Week 22: Marks & Spencer Announces Additional Store Openings
Market Navigators/Market OutlookRetail 2025: UK Retail Predictions John Mercer, Head of Global Research and Managing Director of Data-Driven Research December 23, 2024 Reasons to ReadPart of our Retail 2025 series of reports, we present six key predictions for the UK retail market in 2025 and beyond, covering trends including GenAI, unified commerce and retail media. Data in this research report include: Estimated UK retail media spend, 2025 Estimated UK social commerce market size, 2025 UK retail sales growth, 2025 Companies mentioned in this report include: Aldi, Lidl, Next, Tesco, Temu, TikTok Other relevant research: All our Retail 2025 reports Market Navigator: UK Retail, Including E-Commerce—Consumer Constraints To Fuel Multi-Year Discounter Growth The UK Retail Sales Databank brings together retail sales data to help you understand the trajectory of UK retail. This Databank is updated monthly. The Market Sizes Databank offers an overview of key retail market or sector sizes, including Coresight Research projections for future years. 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 Purchase this report. Buy Now This document was generated for Other research you may be interested in:Store Tracker Extra: UK Store Openings and Closures—2024 Review and 2025 OutlookCES 2025 Wrap-Up: Top 10 Takeaways—AI, Retail Tech, Sustainability, and Health and Wellness Come into FocusSeptember 2025 US Retail Sales: Delayed Government Data Show Strong Retail Growth in SeptemberAnalyst Corner: The Shifting “Friction Gap” Between Stores and E-Commerce Is Benefitting Digital Channels, with John Mercer
Market Navigators/Market OutlookRetail 2025: India Retail Predictions Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research December 23, 2024 Reasons to ReadOur annual report on the India retail market—part of our Retail 2025 series of outlook reports—details six predictions around trends that Coresight Research expects to transform retail in the country throughout 2025. From quick commerce and new brick-and-mortar developments to the luxury sector and GenAI (generative artificial intelligence), discover the trends you need to stay on top of in Indian commerce. Data in this research report include: Size of the Indian e-commerce market and year-over-year growth, 2024 Size of the Indian quick-commerce market and year-over-year growth, 2020–2025E Survey data on the share of online grocery buyers in India who are moving purchases from kiranas to quick-commerce marketplaces Estimated luxury sales growth for India for 2025 Companies mentioned in this report include: Amazon, Flipkart, Nestlé India, Reliance Retail, Swiggy, Zepto, Zomato Other relevant research: All Coresight Research Retail 2025 reports Key Festivals and Holidays for Promotional Campaigns in India in 2025: Calendar Analyst Corner—Speed Shopping: The Quick-Commerce Surge in India, with Manik Bhatia The Market Sizes Databank offers an overview of key retail market or sector sizes, including Coresight Research projections for future years. 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 Purchase this report. Buy Now This document was generated for Other research you may be interested in:US Black Friday 2025: Early Read—Early-Morning Footfall Points to a Selective Return of the Black Friday Store EnergyWeekly US Store Openings and Closures Tracker 2025, Week 25: Furniture Frenzy—At Home’s Bankruptcy, Ashley’s Store Renewal and Openings from IKEA, Wayfair and MoreAgentic Commerce: What Retailers Need to Know for Holiday 2025 and to Succeed in 2026—Premium Subscriber Call, October 2025Retail Crime and Shrink: More Shoppers Say No to Locked-Up Merchandise; Self-Checkout Gets a Makeover
Analyst CornerAnalyst Corner: Three Key Predictions for US Retail in 2025, with Anand Kumar Anand Kumar, Associate Director of Retail Research December 22, 2024 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. This week, Anand Kumar, Managing Director of Retail Research, presents three predictions for US retail, drawing on insights from our flagship annual report. From retail media to the Ozempic economy, discover the impacts of key trends in 2025. Other relevant research: Retail 2025: What Will Redefine US Retail?—Coresight Research Predictions All of our Retail 2025 reports Read previous Analyst Corner reports, including last week’s report, which discusses the potential impacts of proposed US tariffs. 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:US Store Tracker Extra, June 2025: 120+ Million Square Feet of Retail Space To Close This Year, Outpacing Openings by Over 1.5XAnalyst Corner: What’s Happening in China’s Economy? Analyzing Retail and Consumer Metrics with Madhav PitaliyaConsumer Optimism Softens Ahead of Golden Week: China Consumer Survey InsightsWho Shops Where? 2025 Shopper Demographics: US Consumer Survey Insights Extra
Market Navigators/Market OutlookUS and China E-Commerce—Retail 2025 Sector Outlook: Online Sales To Maintain Strong Growth Momentum Anand Kumar, Associate Director of Retail Research December 20, 2024 Reasons to ReadThe Coresight Research Retail 2025 series of reports looks ahead to the prospects for retail next year, exploring key trends by geography (namely, the US, the UK, China and India) and sector. This report, one of our Retail 2025 Sector Outlooks, presents directional market insights and themes to watch in online retailing in China and the US. We touch on geopolitical tensions, GenAI (generative artificial intelligence), the expansion of cross-border e-commerce retailers and livestreaming e-commerce, among other topics. Other relevant research: All Coresight Research Retail 2025 reports Retail 2025 Sector Outlooks: Ebook Market Navigator: US Retail and E-Commerce—Seizing Opportunities Amid a Changing Landscape Proposed US Tariffs and Their Impacts—Price Hikes Likely, Making Diverse Supply Chains a Must Access all our reports on US retail, China retail and e-commerce. The Amazon Databank brings together a range of proprietary Coresight Research data on Amazon, with a focus on its US retail and marketplace operations. 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 Purchase this report. Buy Now This document was generated for Other research you may be interested in:Three Data Points We’re Watching This Week, Week 25: Predictive Data—Looking Ahead in US RetailWeekly US Store Openings and Closures Tracker 2025, Week 35: Netflix Heads to the Mall as Claire’s Shutters Nearly 300 StoresEarnings Insights 4Q24, Week 7: Costco, Inditex and Puma Lead with Solid Fourth-Quarter GrowthStore Tracker Extra: UK Store Openings and Closures—2024 Review and 2025 Outlook
InfographicThree Data Points We’re Watching This Week, Week 51: US Holiday Retail Homestretch John Mercer, Head of Global Research and Managing Director of Data-Driven Research December 20, 2024 Reasons to ReadOur Three Data Points We’re Watching This Week series spotlights key data points from this week’s research. Discover key data points we are watching in week 51 of 2024. This week, we focus on US retail holiday data as we near the holiday peak. We offer insights on the popularity of Temu, total fourth-quarter sales growth projections and shopper traffic trends. Dive into the full research report behind these data points: Holiday 2024: US Holiday Retail Homestretch Other relevant research: All our coverage of US holiday retail The US Holiday Retail 2024 Databank tracks key retail metrics for the holiday season, including hiring and delivery surcharges. 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 This document was generated for Other research you may be interested in:Weekly US Store Openings and Closures Tracker 2025, Week 29: Openings by Daiso, LEGO and TargetAnalyst Corner: Evaluating Ulta Beauty’s Marketplace Launch as a Strategic Response, with Madhav PitaliyaThe Changing Consumer: Insights Presented by Deborah Weinswig at YPO Retail CEO SummitEssential Guide to Groceryshop 2025: Harnessing AI, Shopper Insights and Retail Media to Build Future-Ready Commerce
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2024, Week 51: First Look at Retailers’ 2025 Plans Risheek Dandekeri December 20, 2024 Reasons to ReadOur Weekly US and UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies. This week, we highlight store closures by Macy’s and store openings at Hollister, as well as detail other recent store announcements from major retailers. Non-store-closure news includes management changes at Food Lion and Primark, among others. Also this week, we offer a first look at retailers’ plans for their store bases in 2025. This report presents data up to week 51 of 2024, ended December 20, 2024. Data in this research report include: Week-by-week comparisons of announced store closures and openings in the US and the UK—2024 vs. 2023 Major US and UK store closures and openings—2024, 2025 and 2023 Major US retail bankruptcies—2024 and 2023 Companies mentioned in this research report include: Macy’s, Pop Mart, Primark, Sainsbury’s, Zara 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. 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:Sustained Stimulus Measures Give Rise to Consumer Optimism: China Consumer Survey InsightsWeekly US Store Openings and Closures Tracker 2025, Week 42: 40 New Openings for Ross Stores Reflect Off-Price EncroachmentEarnings Insights 4Q24, Week 7: Costco, Inditex and Puma Lead with Solid Fourth-Quarter GrowthThree Data Points We’re Watching This Week, Week 11: US CPG E-Commerce Latest
Insight ReportRetail Shrink and ORC: Safety Concerns Grow Among Frontline Workers; Mixed Reports on Shrink from Kroger, Nordstrom and Ulta Beauty Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research December 19, 2024 Reasons to ReadWe present the latest developments in retail shrink in the US and the UK, including data on shoplifting and worker safety. Plus, dive into recent commentary on shrink from retailers in the US and Canada. Part of our monthly Retail Shrink and ORC (organized retail crime) series, this research report covers the period mid-November to mid-December 2024. In 2025, this series will be published on a quarterly basis. Companies mentioned in this report include: Alimentation Couche-Tard, Casey’s General Stores, Dick’s Sporting Goods, Dollar General, Dollar Tree, Empire Company, Kroger, Nordstrom, Target, Ulta Beauty 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 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:Sentiment Declines After Weeks of Gains; Plus, Beauty Shopping in Focus: US Consumer Survey InsightsAWS Re:Invent 2025: Five Insights from a Flood of Agentic AI Announcements by AmazonAnalyst Corner: Beauty’s Back! The US Beauty Market Bounces Back, with Madhav Pitaliya and John MercerGrocery Retailing—US Real Estate Insights: Value and Specialty Grocers Lead Store Expansion as Traditional Retailers Lag Behind
