Analyst CornerAnalyst Corner: US Mass Merchandisers, Warehouse Clubs and Discount Stores—Target in Transition as Dollar Stores and Clubs Surge Ahead, With Sujeet Naik Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research November 16, 2025 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. Explore how US mass retailers are redefining value as Target resets, dollar stores rebound and warehouse clubs expand. 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:Home and Home-Improvement Shopping in Focus; Financial Sentiment Turns Negative: US Consumer Survey InsightsEarnings Insights 1Q25: Wrap-Up—Growth Outpaces Declines Across Most SectorsShoptalk Spring 2025 “Shark Reef” Startup Pitch: Recap—12 Innovators, Two WinnersAnalyst Corner: The Labubu Craze—Revealing How Gens Z and Alpha Are Redefining Retail, with Charlie Poon
Store TrackerWeekly UK Store Openings and Closures Tracker 2025, Week 46: Store Openings Down 11% Year Over Year Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research November 14, 2025 Reasons to ReadKeep 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. Other relevant research: The full collection of Store Tracker reports, including our US-focused series 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 Corporate and Financial Developments Databank includes details of management changes, financial guidance updates, retail and tech layoffs and capital raised by major retail companies. 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:High-Income Consumers’ Financial Sentiment Reaches New Peak: Weekly US Consumer Sentiment, Week 24, 2025—InfographicAnalyst Corner: Evaluating Ulta Beauty’s Marketplace Launch as a Strategic Response, with Madhav PitaliyaConnected TV’s Opportunities and Growing Pains: 10 Insights from CTV Connect 2025Shoptalk Spring 2025 “Shark Reef” Startup Pitch: Event Format and Competitors
Store TrackerWeekly US Store Openings and Closures Tracker 2025, Week 46: Boll & Branch Nearly Doubles Its Store Count Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research November 14, 2025 Reasons to ReadFind 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. Other relevant research: The full collection of Store Tracker reports, including our UK-focused series 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 Corporate and Financial Developments Databank includes details of management changes, financial guidance updates, retail and tech layoffs and capital raised by major retail companies. 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:Three Data Points We’re Watching This Week, Week 34: US Retail Sales OutlookEarnings Insights 4Q24, Week 6: Sales Decline for Kroger, Macy’s, Ross Stores and Other RetailersAWS Re:Invent 2025: Five Insights from a Flood of Agentic AI Announcements by AmazonSentiment Holds Steady As August Tariffs Deadline Looms: China Consumer Survey Insights
Insight ReportUS Retail Sales Outlook: Retail Sales Projections Moderate for the Holiday Quarter Madhav Pitaliya, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research November 13, 2025 Reasons to ReadUnderstand 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. 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:Rolling Metric Stabilizes: Weekly US Consumer Sentiment, Week 38, 2025—InfographicRolling Metric Continues Upward Trend: Weekly US Consumer Sentiment, Week 30, 2025—InfographicWeekly US Store Openings and Closures Tracker 2025, Week 13: Dollar Tree and Five Below Drive Store OpeningsSteadiness Continues: Weekly US Consumer Sentiment, Week 15, 2025—Infographic
Insight ReportUS CPG Sales Tracker: In-Store Sales Recover; Beauty Leads Growth; Online Grocery Remains Strong Prerana P Kotian, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research November 13, 2025 Reasons to ReadExplore 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. Other relevant research: More reports in our US CPG Sales Tracker series Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles 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:Tariffs and Earnings: What Companies Have Reported—Data GraphicAmazon Prime Day 2025 Evolves into a Retail Ecosystem: Five Insights on a Transforming Midyear Sales SeasonCanada Store Openings and Closures Tracker 2025: Best Buy, Dollarama and Loblaw Companies Lead Openings at the Start of the YearInnovator Profile: Chimeable—Generating Authentic Reviews and Scaling User Videos Through Social Media Syndication
Insight ReportSingles’ Day 2025 Around the World—Global Observations John Mercer, Head of Global Research and Managing Director of Data-Driven Research November 13, 2025 Reasons to ReadDiscover 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. All Coresight Research coverage of Singles’ Day in 2025 and prior 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 Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Analyst Corner: Retail Giants Drive the Second Wave of Quick Commerce in India, with Madhav PitaliyaWeekly US and UK Store Openings and Closures Tracker 2025, Week 8: US Store Closures Exceed 3,000, Up 420% Year Over YearUS Beauty Retailing: Market Forecast and Competitive Landscape—From Rebound to Reinvention in 2026Innovator Profile: Relocalize—Hyper-Local Production with Autonomous Micro-Factories to Cut Costs and Reduce Waste
Insight ReportHoliday 2025: A Deeper Analysis of the SNAP Impact on Holiday Sales; Recently Lowered US Retail Sales Growth Estimates John Harmon, CFA, Managing Director of Technology Research November 13, 2025 Reasons to ReadUnderstand 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. Other relevant research: Holiday 2025: Government Shutdown-Related Reduction in SNAP, Other Payments and Salaries Could Meaningfully Impact US Holiday Spending SNAP Policy Changes and Funding Cuts: Impact on Retailers 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 US Store Openings and Closures Tracker 2025, Week 27: Beauty Brand Miss A Announces Store ExpansionFinancial Confidence Reaches Five-Month High; TJX Dominates Off-Price Retail; Dollar Tree Leads Dollar Stores: US Consumer Survey InsightsHoliday Bites: US Holiday Travelers Plan To Spend Less—Data GraphicHigh-Income Consumers’ Economic Optimism at Five-Month Low; Holiday Shopping Accelerates: US Consumer Survey Insights
InfographicHoliday Bites: US Holiday Travelers Plan To Spend Less—Data Graphic Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research November 12, 2025 Reasons to ReadOur 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. Other relevant research: US Holiday 2025: Consumer Survey and Retail Outlook—From Social To Smart: AI Becomes the New Driver of Holiday Discovery and Value Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. All Coresight Research coverage of US holiday retail, including more Holiday Bites graphics 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 Back to School 2025, Part 2: Where Consumers Will Shop—Opportunities with Higher-Income Shoppers, in Retail Media and on TikTokDollar Tree To Divest Family Dollar: Here’s What It Means—Consumer + Real Estate Data AnalysisUS Retail Sales Outlook: Retail Sales Projections Moderate for the Holiday QuarterWeekly UK Store Openings and Closures Tracker 2025, Week 16: B&M and Tesco Provide Store-Opening Plans
Insight ReportRetail Crime and Shrink: Facial Recognition Tech Gains Ground; Shoplifting Climbs 13% in England Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research November 12, 2025 Reasons to ReadUncover 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. Other relevant research: All reports in our Retail Crime and Shrink series More coverage of physical retail and retail management 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:Analyst Corner: US Grocery Retail—Decoding the $1.6 Trillion Market, with Sujeet NaikWeekly US Store Openings and Closures Tracker 2025, Week 35: Netflix Heads to the Mall as Claire’s Shutters Nearly 300 StoresUS Grocery Retailing—Themes, Concepts and Innovators: Opportunities Ahead Amid Increased Market ConcentrationMarket Outlook: US Foodservice—Growth To Improve Amid Value-Focused Initiatives
Event PresentationThe Great Retail Reset: When Cost, Culture, and AI Collide Deborah Weinswig, CEO and Founder November 12, 2025 Reasons to ReadDiscover 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. Other relevant research: All our coverage of AI in retail 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:Analyst Corner: Five Key Insights from US Black Friday 2025 and What They Mean for the Rest of Holiday 2025, with Anand KumarEconomic Optimism at Five-Month Low; Holiday Shopping Slows: US Consumer Survey InsightsWeekly UK Store Openings and Closures Tracker 2025, Week 41: Claire’s To Close 145 StoresPersonal Financial Sentiment Improves: Weekly US Consumer Sentiment, Week 19, 2025—Infographic
Deep DiveHoliday 2025 Survey Insights: Discount Retailers Dominate Top 10 as Government Shutdown Impacts Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research November 11, 2025 Reasons to ReadDiscover 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. Other relevant research: US Holiday 2025: Consumer Survey and Retail Outlook—From Social To Smart: AI Becomes the New Driver of Holiday Discovery and Value Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. All Coresight Research coverage of US holiday retail 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:High Earners Drive Economic Sentiment Higher: Weekly US Consumer Sentiment, Week 35, 2025—InfographicConsumer Confidence Rebounds in October: China Consumer Survey InsightsFour Technologies Retailers Can Use to Enchant Consumers: Insights Presented at CES 2025Agentic Commerce: How Retailers Can Make Their Products Discoverable and Shoppable for 800 Million ChatGPT Users
Deep DiveHigh Income Consumers’ Sentiment Improves; Government Shutdown Impacting Shoppers: US Consumer Survey Insights Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research November 11, 2025 Reasons to ReadDiscover 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. Other relevant research: 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:Weekly UK Store Openings and Closures Tracker 2025, Week 41: Claire’s To Close 145 StoresUS CPG Sales Tracker: Health and Beauty Lead Growth Amid E-Commerce SlowdownEnhance Shopping and Customize Care: Three Technologies Transforming the Drugstore and Pharmacy Retail LandscapeAnalyst Corner—DeepSeek Opens the Door for AI Democratization: The AI Opportunity, with Charlie Poon
Deep DiveConsumer Confidence Rebounds in October: China Consumer Survey Insights Madhav Pitaliya, Analyst November 10, 2025 Reasons to ReadThe 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: Read the full series of China Consumer Survey Insights The Coresight Research China Retail Sales Databank brings together retail sales data to help you understand the trajectory of retail in China. Interested in more consumer survey analysis? Check out our US Consumer Survey Insights series. 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:Earnings Insights 4Q24, Week 2: Columbia Sportswear, Mondelēz and Tapestry See Sales Growth; Clorox, Estée Lauder and PepsiCo Report DeclinesFinancial Confidence Stabilizes: Weekly US Consumer Sentiment, Week 42, 2025—Data GraphicInflation Awareness Rises; Economic Sentiment Falls to Six-Month Low: US Consumer Survey InsightsRolling Metric Improves This Week: Weekly US Consumer Sentiment, Week 41, 2025—Data Graphic
Deep DiveAgentic Commerce: How Retailers Can Employ OpenAI’s Agentic Commerce Protocol To Unleash a True AI Shopping Agent Charlie Poon, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research November 10, 2025 Reasons to ReadUnlock 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. Other relevant research: Agentic Commerce: How Retailers Can Make Their Products Discoverable and Shoppable for 800 Million ChatGPT Users Retail 2025: 10 AI Trends—An Inflection Point in the GenAI Revolution 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:Revving Up the Flywheel: Insights from the Inaugural Amazon Prime Analyst DayInnovator Profile: Selectika—Enhancing Online Product Discovery Through Intelligent Metadata EnrichmentInnovator Profile: Novel—Driving Conversion and Boosting Loyalty with Branded Wallet PassesUS Store Tracker Extra, September 2025: Ollie’s Bargain Outlet and Alimentation Couche-Tard Add 3+ Million Square Feet to Total Opened Retail Space
Analyst CornerAnalyst Corner: Singles’ Day 2025 Trends See AI Move Center Stage, with John Mercer John Mercer, Head of Global Research and Managing Director of Data-Driven Research November 9, 2025 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. 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 All Coresight Research coverage of Singles’ Day All Analyst Corners 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:Consumer Sentiment Falls Further After Stock-Market Sell-Off; Plus, Social Commerce in Focus: US Consumer Survey InsightsJanuary 2025 US Retail Sales Outlook: Projecting Mid-Single-Digit Growth for the Start of 2025May 2025 US Retail Sales Outlook: Projecting 3% Growth Amid Low Sentiment and Front-Loaded PurchasesLower-Income Consumers’ Economic and Financial Sentiment Improves: US Consumer Survey Insights
