Reasons to Read

The 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 US drugstore and pharmacy retailing. We touch on the aging US population, GLP-1 medications, retail media, private-label goods and more.

Companies mentioned in this report include: Albertsons Companies, Amazon, CVS Health, Kroger, Rite Aid, Walgreens Boots Alliance, Walmart

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Reasons to Read

The 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 US apparel and footwear retailing. We touch on the casualization trend, GLP-1 drugs, immersive experiences, inclusive offerings and more.

Companies mentioned in this report include: Amazon, American Eagle Outfitters, Dick’s Sporting Goods, Target, The TJX Companies, Walmart

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Reasons to Read

During his campaign, US President-elect Donald Trump proposed a 60% tariff on Chinese imports and a 10%–20% tariff on all products imported from other US trading partners. This move is expected to result in price hikes across a wide range of sectors. Following his campaign, in November 2024, Trump announced “an additional 10% tariff, above any additional tariffs” on imports from China, as well as a 25% tariff on imports from Canada and Mexico.

We discuss the anticipated impact of the potential tariffs on both US retailers and consumers.

Data in this research report include:

  • The value and share of selected countries’ product imports to the US for various categories, 2022
  • Laundry equipment Consumer Price Index (CPI), 2018
  • Estimated impact of proposed tariffs on a yearly basis, both in total and on a per-household basis

Companies mentioned in this report include: Best Buy, Coty, Lowe’s, Qurate Retail, Ross Stores, Steve Madden, Tapestry, TJX Companies, Walmart, Wayfair, Williams-Sonoma

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Reasons to Read

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list as they report third-quarter 2024 earnings. We also explore recent holiday-related commentary from these companies.

This week, there are highlights from companies that reported in the week ended December 8, 2024, across seven sectors: apparel and footwear, beauty, discount stores, food and grocery, jewelry retailers, petcare 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: American Eagle Outfitters, Dollar General, Dollar Tree, Five Below, Foot Locker, Kroger, Lululemon Athletica, PVH, Signet Jewelers, Ulta Beauty

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Reasons to Read

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 November 25, 2024. We focus on whether recent key events in China—such as economic stimulus measures by the government and potential tariffs from the US—have driven changes in consumers’ outlook.

Data in this research report are:

  • Consumers’ expectations for economic conditions and personal finances in the next 12 months
  • Activities that consumers have done in the past two weeks
  • What products consumers have bought in-store and online in the last two weeks

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Reasons to Read

The 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 US department store retailing. We touch on sustainability, store closures, private-label offerings, expansive business models and more.

Companies mentioned in this report include: Fashionphile, JCPenney, Kohl’s, Macy’s, Neiman Marcus, Nordstrom, Sephora

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Reasons to Read

The 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 US food and grocery retailing. We touch on GLP-1 drugs, private-label penetration, sustainability, the digitalization of stores and more.

Companies mentioned in this report include: Aldi, Ahold Delhaize, Amazon, Dollar General, Dollar Tree

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Reasons to Read

The 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 US mass merchandise, warehouse club and discount retailing. We touch on trade tensions, physical expansion, demand for value-based pricing and more.

Companies mentioned in this report include: Amazon, Costco, Dollar General, Dollar Tree, Shein, Temu

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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 Black Friday and holiday shopping specifically. Did Black Friday make a splash? Which retailers attracted shoppers? Dive into our data to find out, and explore broader holiday shopping trends. Plus, we assess overall consumer sentiment regarding their personal finances and the economy.

The latest data in this report are from our survey conducted on December 2, 2024, with headline findings on the impact of Black Friday on seasonal shopping.

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
  • Whether consumers shopped on Black Friday and which channel Black Friday shoppers used to make purchases (online vs. in-store)
  • 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, Costco, Kohl’s, Target, Walmart

Other relevant research:

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Reasons to Read

Our flagship annual report—part of our Retail 2025 series of outlook reports—details six predictions around trends that Coresight Research expects to transform US retail throughout 2025, a year that we believe will be a time of transition for consumers and retailers alike. From retail media and e-commerce marketplaces to GLP-1 medications and GenAI (generative artificial intelligence), discover the trends you need to stay on top of as we enter the new year.

Data in this research report include:

  • Retail media advertising revenue in the US, 2021–2028E
  • Estimated global GenAI hardware and applications market size, 2024–2028
  • Proprietary survey data on the impact of GLP-1 drugs on US consumers’ habits

Companies mentioned in this report include: Amazon, Costco, Instacart, Kroger, Lululemon Athletica, Nestlé, Shein, Sprouts Farmers Market, Target, Temu, 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, Aditya Kaushik, Analyst, discusses generational shopping trends in the US, based on proprietary consumer survey findings. Discover three key differences between the shopping behavior of Gen Zers and baby boomers.

We also highlight our key research from the past week and reports to look out for in the coming week, 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 additional closures by Alimentation Couche-Tard and openings by Harbor Freight Tools, and detail other recent store announcements from major retailers. Non-store-closure news includes management changes at Capri Holdings.

This report presents data up to week 49 of 2024, ended December 6, 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
  • Major US and UK retail bankruptcies—2024 and 2023

Companies mentioned in this research report include: Aldi, Alimentation Couche-Tard, Guess, Harbor Freight Tools, Torrid, Zara

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Reasons to Read

Coresight Research is a global company with offices across multiple continents, bringing unique points of view to our retail research. Our Retail Around the World series presents photographs of retail in action from across the globe, taken by members of the Coresight Research team.

Part of our coverage of the 2024 holiday season, this report covers our observations of Black Friday in India, Hong Kong and the UK.

Companies mentioned in this research report include: Adidas, Amazon, Gap, M&S, Puma, Sephora, Tata Cliq

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Reasons to Read

CPG (consumer packaged goods) company Procter & Gamble (P&G) held its Investor Day on November 21, 2024.

We present insights from the event, covering the company’s strategic pillars and focus areas under its integrated growth strategy.

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