Reasons to Read

Keep 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: AllSaints, Decathlon, Finisterre, J Sainsbury plc and Søstrene Grene.

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.

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Reasons to Read

Find 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: Boll & Branch, Charles Tyrwhitt, Helzberg Diamonds, LEGO, Seasalt Cornwall, Taperstry and The Card Vault.

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.

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Reasons to Read

Understand how resilient retail sales are shaping up amid uncertainty around tariffs, inflation and consumer sentiment. Discover proprietary, ML-driven retail sales growth projections as we enter to the holiday quarter.

Read this report to discover answers to these and other questions:

  • What retail sales growth is forecasted through the rest of 2025 and into 2026, and what are the key drivers behind the projections?
  • How is the labor market, particularly labor force participation, influencing retail demand?
  • In what ways are shifts in disposable income, savings and consumer sentiment impacting spending?
  • What are the key upside and downside scenarios shaping the retail sector outlook for the holiday season ahead?

Data in this report include: US retail sales forecasts; model-predicted vs. actual retail growth; labor force, wage, and inflation metrics; consumer sentiment and disposable income trends; housing market data.

Alongside this report, you can access the data behind key charts and tables in the Excel download above.

Other relevant research:

  • Coresight Research’s monthly reports keep you up to date on retail sales (in total and by sector) and key consumer indicators in the US.
  • All our coverage of tariffs
  • The US Retail Sales Databank features retail sales values and year-over-year growth, in total and by sector, by year and by month. This Databank is updated monthly.
  • The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. Our Weekly US Consumer Sentiment infographic series complements our survey reports with selected findings on consumers’ financial and economic expectations each week.
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Reasons to Read

Explore the latest trends in the US consumer packaged goods (CPG) market, where e-commerce growth is showing signs of slowing early in the holiday quarter. The beauty category continues to outpace other sectors, remaining the standout performer within nonfood departments.

Read this report to report to discover answers to these and other questions:

  • Why CPG e-commerce growth has slowed in the latest period and how it compares to the prior quarter’s performance.
  • Which CPG sectors—food & beverages, health & beauty, and general merchandise & homecare—are experiencing growth or challenges.
  • Why the beauty category is maintaining its leadership in growth, with both online and total sales posting strong numbers despite a slight slowdown.
  • How general merchandise and homecare are bouncing back from prior slowdowns, while health and beauty remain top performers.

Data in this report include: e-commerce vs. in-store sales growth by department; category-level performance within food, beauty, and general merchandise.

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Reasons to Read

Discover key insights into the evolution of global retail strategies during Singles’ Day 2025 and how brands are adapting to a shifting retail landscape.

Read this report to discover answers to these and other questions:

  • How did US retailers like Walmart and American Eagle approach Singles’ Day 2025 promotions?
  • What trends are emerging in European retail, especially in markets like Germany, France, and the UK?
  • How are Indian retailers, such as Nykaa and Myntra, using time-limited promotions and flash sales to drive consumer engagement?
  • What impact is the convergence of Black Friday and Singles’ Day having on global sales strategies?
  • How are loyalty programs and mobile app engagement shaping the way brands reach customers during key shopping events?

Companies mentioned in this report include: American Eagle, Amazon, Bath & Body Works, Best Buy, Boohoo, Cdiscount, Currys, Debenhams, H&M, Macy’s, MediaMarkt, Myntra, Nykaa, Otto, Puma, Shein, Temu, The Body Shop, Urban Outfitters, Ulta Beauty, Walmart and Zalando.

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Understand how a prolonged US government shutdown is reshaping retail demand and food spending.

Read this report to discover answers to these and other questions:

  • How significant is the SNAP program to US grocery retail—and which states are moving to fill the funding gap during the shutdown?
  • Why has Coresight Research revised down its US retail sales growth estimates, and what are the implications for the holiday season?

Companies mentioned in this report include: 7-Eleven, Dollar General, Kroger, Target and Walmart.

Data in this report include: SNAP’s share of grocery retail sales; revised monthly US retail sales forecasts using Coresight’s ML model.

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Reasons to Read

Our Holiday Bites series for 2025 spotlights proprietary survey data and analysis for the end-of-year holiday season.

This series covers US consumer expectations for holiday spending, the shape and scale of demand and trends in shopper behavior during the holidays.

In this graphic, we highlight expectations related to travel. Discover US consumers’ plans to take and spend on out-of-town trips—in total, and broken down by age.

Data in this research report include: Holiday travel data for holiday season.

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Uncover how facial recognition, policy shifts and retailer strategies are reshaping the fight against shrink and shoplifting.

Read this report to discover answers to these and other questions:

  • How have theft and retail crime trends evolved recently in the US, UK and Australia?
  • Which retailers are seeing improvements—or setbacks—in shrink performance, and what’s driving those outcomes?
  • How are major technology players advancing loss prevention through facial recognition, AI and smart surveillance tools?

Data in this report include: Police-recorded shoplifting trends in England and Wales; shrink commentary and margin impacts from select US and Canadian retailers; technology provider launches of AI and facial recognition tools; and analysis of return fraud rates and tactics in the US retail sector.

Companies mentioned in this report are: Academy Sports + Outdoors, Adidas, Alimentation Couche-Tard, ASEL, Auror, BJ’s Wholesale Club, Bloomingdale’s, Chanel, Costco, CVS, Diebold Nixdorf, Dollar General, Dollar Tree, EDEKA Paschmann, Empire Company, Facewatch, Five Below, Hobby Lobby, Kroger, Louis Vuitton, Michaels, Nike, Nordstrom, RH, Sainsbury’s, Sam’s Club, Target, Tiffany & Co., Ulta Beauty, Walgreens, Walmart and Williams-Sonoma.

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Reasons to Read

Discover how consumer, economic and technological forces shaping the future of global fashion retail. This presentation covers our latest US retail projections, our consumer sentiment data, the fragmentation of consumer spending, the impacts of GLP-1 and the holiday outlook. It then considers AI adoption by retail companies and by consumers, and discusses our CORE 3.0 framework for AI in retail and where agentic AI is heading.

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Discover how tariffs and inflation driven shifts in sentiment and behavior are shaping the early 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.

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Discover how US consumers are reacting to shifting economic conditions, inflation pressures and tariffs as the holiday season approaches.

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.

Companies mentioned in this report include: Albertsons Companies, Amazon, Dollar General, Dollar Tree, eBay, Family Dollar, Kohl’s, Kroger, Macy’s, TJX Companies and Walmart.

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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 October 27, 2025. We spotlight developments in consumer sentiment on the economic and financial outlooks.

Read this report to discover answers to these and other questions:

  • How has consumer sentiment in China shifted in October, and what does the improvement in optimism signal about household behavior?
  • What are the implications of October’s sentiment trends for October Golden Week spending and retail sector performance?

Data in this research report are:

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

Other relevant research:

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Unlock the future of retail with the power of AI-driven commerce. Discover how to enable Instant Checkout in ChatGPT with the Agentic Commerce Protocol (ACP).

Read this report to discover answers to these and other questions:

  • How can ACP transform ChatGPT into your next sales agent?
  • What are the six essential steps for integrating Instant Checkout with ACP?
  • How are leading brands like Walmart and PayPal leveraging ACP for seamless transactions?
  • Why are Etsy, Shopify, and Salesforce key to accelerating the enablement of instant checkout?
  • What’s next for agentic commerce, and how can your business stay ahead?

Data in this research report include/are: Step-by-step breakdown of the ACP implementation process, Key integration milestones for Shopify, Etsy, and Salesforce with ChatGPT’s Instant Checkout, Data on payment integration, product feed requirements, and eligibility for merchant certification.

Companies mentioned in this report include/are: OpenAI, Etsy, Walmart, Shopify, PayPal, Salesforce, and Stripe.

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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.

Ahead of 11.11, understand the trends we see characterizing Singles’ Day 2025, plus we discuss the latest developments reported by Alibaba and JD.com

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Reasons to Read

In the absence of US Census Bureau retail sales amid the federal government shutdown, we provide our new ML-driven estimates for monthly retail sales growth, for each of the 12 months from September 2025.

This report provides a preview of our regular US Retail Sales Outlook report. Every month in that report, we examine several key macroeconomic indicators and analyze how they may impact retail sales in the coming months. In addition, our model provides proprietary retail sales projections for each of the next 12 months.

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