Insight ReportResearch Preview: Agentic Commerce—Retail Moves to Product Visibility and Checkout on ChatGPT Anna Beller, Vice President of Advisory October 22, 2025 Reasons to ReadUnderstand how conversational AI is collapsing the e-commerce funnel—and what retailers must do to stay ahead. Read this Research Preview to discover answers to these and other questions: What is ChatGPT Instant Checkout, and why is it a breakthrough in agentic commerce? How is Walmart’s integration with ChatGPT reshaping the retail landscape? What steps must retailers take to ensure their products are visible—and purchasable—within ChatGPT? How does Coresight’s CORE 3.0 framework help retailers navigate the shift to agentic AI in commerce? Why will early integration with generative AI platforms offer a lasting competitive advantage? This Research Preview features insights from Coresight Research’s upcoming report series on agentic commerce, which includes: Playbook: GenAI to Agentic AI—From Pilot to Powerhouse Agentic Commerce: How Retailers Can Ensure Product Visibility on ChatGPT The full reports guide how retailers can leverage agentic AI to impact their business, offering analysis on how to apply agentic AI, Generative Engine Optimization (GEO), and the Agentic Commerce Protocol (ACP) to gain visibility, reach high-intent shoppers, and prepare for the next stage of digital retail transformation. Companies mentioned in this report include: Etsy, OpenAI, Shopify, Walmart. Data in this report include: framework for AI-driven retail transformation; behavioral shifts in consumer discovery and purchasing. 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 15: Amazon Closes Amazon Fresh Store; T.M.Lewin To Open One StoreUS CPG Sales Tracker: Sharp Beauty Rise Drives CPG Growth in December 2024Agentic Commerce: What Retailers Need to Know for Holiday 2025 and to Succeed in 2026—Premium Subscriber Call, October 2025Innovator Profile: Gain—Autonomous AI Employees for Smarter, Faster Procurement
Market Navigators/Market OutlookUS Beauty Retailing: Market Forecast and Competitive Landscape—From Rebound to Reinvention in 2026 Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research October 22, 2025 Reasons to ReadThis report, part of Coresight Research’s Market Navigator series on beauty retailing in the US, analyzes the current state of the US beauty market, highlighting key developments in market growth, category dynamics, retail channel shifts and consumer behavior. It is intended to inform strategic planning for retailers, brands, investors and other stakeholders seeking to understand and navigate the future of beauty in the US. For even more on the market, please see our related report: US Beauty Retailing: Themes, Concepts and Innovators—Personalization, Tech Integration and Wellness To Drive Change. Other relevant research: The Beauty Conversion Architecture: From Discovery to Purchase—Powering Beauty Companies’ Growth in 2025 and Beyond Transforming Beauty Retail: AI Across the Value Chain, from Innovation to Personalization More reports on beauty 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 Purchase this report. Buy Now This document was generated for Other research you may be interested in:Weekly US Store Openings and Closures Tracker 2025, Week 12: Forever 21 To Close All Stores; Dollar General Announces Major Store Expansion PlanWeekly UK Store Openings and Closures Tracker 2025, Week 50: Watches of Switzerland Closes 10 StoresMixed Sentiment Trends Ahead of August 1 Tariffs; Plus, Luxury Shopping in Focus: US Consumer Survey InsightsInnovator Profile: Sotira—Managing Reverse Logistics and Offloading Surplus Inventory with AI
InfographicSector Focus: Luxury Goods—Data Graphic Aditya Kaushik, Analyst October 21, 2025 Reasons to ReadOur Sector Focus data graphics feature the latest survey findings on US retail sectors and categories. Dive into the US luxury-goods sector in this graphic. Head to our US Consumer Survey Insights Databank for the full selection of data from our quarterly sector surveys. Find our full selection of US Consumer Survey Insights reports and data graphics here. 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 StoresRetail 2025: India Retail Predictions—Midyear Trends UpdateHoliday 2025: Navigating Social Commerce—Top Strategies for Maximizing Engagement This Holiday SeasonWeekly UK Store Openings and Closures Tracker 2025, Week 40: Claire’s UK Bought Out of Bankruptcy
Deep DiveEconomic Optimism at Five-Month Low; Holiday Shopping Slows: US Consumer Survey Insights Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research October 21, 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: How is consumer sentiment diverging across income groups—and what does this mean for premium versus value retail performance? 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? Where are US consumers shopping for food and nonfood items and how is channel preference shifting? Data in this research report include: Consumer sentiment by income and time; holiday purchase rates; top retailers for holiday shopping and holiday categories; and retailer and category-level shopping data. 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 Club, 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:Retail-Tech Landscape: Supply Chain TechnologyWeekly US Store Openings and Closures Tracker 2025, Week 30: Claire’s Reportedly Plans to File for BankruptcyRetail 2025: 10 Trends in Retail TechnologyAI Agents Power Cognitive Supply Chains: Insights from Blue Yonder ICON 2025 Conference
Deep DiveHoliday 2025: The Last Mile—Tariff-Driven Early Buying To Ease Peak Season Shipping Rush Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research October 21, 2025 Reasons to ReadUncover how tariff-driven early shopping and carrier diversification are reshaping peak season logistics. Read this report to discover answers to these and other questions about the US holiday last-mile landscape: How is the early pull-forward of holiday demand expected to impact last-mile delivery networks in 2025? Why are most online holiday shoppers opting for regular delivery despite the rise in faster fulfillment options? How will rising holiday surcharges from FedEx and UPS affect large-volume shippers—and which alternatives are gaining traction? What role will the persistent labor shortfall play in shaping logistics capacity this season—and how are retailers responding? Companies mentioned in this report include: Amazon, Costco, FedEx, GLS US, H-E-B, Rithum, SpeedX, Target, UniUni, UPS, Veho and Walmart. Data in this report include: Consumer survey data on early holiday shopping behavior and delivery preferences; fulfillment method preferences among online shoppers; surcharge comparisons from FedEx and UPS; labor market statistics for transportation and warehousing sectors. Other relevant research: 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:Canada Store Openings and Closures Tracker 2025: Best Buy, Dollarama and Loblaw Companies Lead Openings at the Start of the YearShoptalk Spring 2025 “Shark Reef” Startup Pitch: Event Format and CompetitorsThree Data Points We’re Watching This Week, Week 15: US CPG LatestGlobal Luxury—Real Estate Insights: Brands Move from Tenants to Landlords, with Innovative, Experience-Rich Flagships
InfographicHoliday Bites—Prime Big Deal Days, Walmart Deals, Target Circle Week and Kohl’s Cyber Deals: Consumer Participation—Data Graphic John Mercer, Head of Global Research and Managing Director of Data-Driven Research October 20, 2025 Reasons to ReadUncover which consumer groups are driving early holiday shopping and reshaping October retail events. Read this report to discover answers to these and other questions: How did actual shopper participation in Amazon’s Prime Big Deal Days compare with consumer expectations and last year’s event? Which key demographics—by age, income, and location—led participation across major October promotions at Amazon, Walmart, Target and Kohl’s? What do shifting consumer behaviors tell us about early holiday shopping trends and the opportunity to engage younger, affluent shoppers? Companies mentioned in this report include: Amazon, Walmart, Target, Kohl’s Data in this report include: shopper participation rates across major October 2025 sales events; demographic breakdowns by age, income, and location Other relevant research: 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:Five Ways Brands and Retailers Can Use AI/ML and Shared Data to Energize End-to-End Product ManagementCEO Brief: Intelligent Inventory—Achieving Inventory ExcellenceInnovator Profile: Lica World—Delivering Compelling AI-Created Video to Maximize ROASEarnings Insights 4Q24, Week 6: Sales Decline for Kroger, Macy’s, Ross Stores and Other Retailers—Infographic
Analyst CornerAnalyst Corner: Evaluating Ulta Beauty’s Marketplace Launch as a Strategic Response, with Madhav Pitaliya Madhav Pitaliya, Analyst October 19, 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. This week, Madhav Pitaliya, Analyst, explores Ulta Beauty’s launch of UB Marketplace and the context for this move. Analyst Corner also highlights our key research from the past week and upcoming reports to look out for, so you don’t miss out. Other relevant research: Read previous Analyst Corner reports, including last week’s report, which explores US consumers’ spending expectations for shopping events in the fourth quarter of 2025—namely, Halloween (October 31), Singles’ Day (November 11), Black Friday (November 28) and the end-of-year holiday season. US Beauty Retailing: Themes, Concepts and Innovators—Personalization, Tech Integration and Wellness To Drive Change Analyst Corner: Beauty’s Back! The US Beauty Market Bounces Back, with Madhav Pitaliya and John Mercer 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:Innovator Profile: Wayvee Analytics—Analyzing Customer Emotions to Boost Store and Shelf PerformanceJune 2025 US Retail Sales: Sales Expansion Remains Resilient as Most Sectors Post Positive GrowthHigh-Income Consumers’ Financial Sentiment Reaches New Peak: Weekly US Consumer Sentiment, Week 24, 2025—InfographicAmazon Apparel US Consumer Survey 2025: New Shoppers, Deeper Loyalty—Infographic
Insight ReportUS CPG Sales Tracker: In-Store CPG Sales Fall While Beauty Remains Resilient Prerana P Kotian, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research October 17, 2025 Reasons to ReadDiscover how US consumer packaged goods (CPG) sales are evolving as both in-store and e-commerce channels face new headwinds. While online sales continue to post double-digit gains, momentum is slowing—and in-store sales have turned negative for the first time since early 2023. Amid this softening, one category stands out: beauty, which remains resilient and continues to post the strongest growth across the sector. Read this report to report to discover answers to these and other questions: How has total CPG e-commerce growth shifted since the previous reporting period—and what’s driving the deceleration? Which departments—food & beverages, health & beauty, or general merchandise & homecare—are leading or lagging in 2025? Why has in-store sales growth moved into negative territory, and what does that signal for broader consumer demand? What factors are fueling beauty’s resilience, even as other discretionary sectors cool? Data in this report include: e-commerce vs. in-store sales growth by department; category-level performance within food, beauty, and general merchandise; consumer sentiment on tariffs and shopping behavior. 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:Analyst Corner: Is Shein’s Fashion Model a Template for Environmental Sustainability? with John MercerWeekly UK Store Openings and Closures Tracker 2025, Week 26: River Island To Close 30+ StoresThree Data Points We’re Watching This Week, Week 32: US Store Tracker ExtraShoptalk Spring 2025: Day Two—Next-Generation Search and the Leading Edge of Storytelling, from Influencers to Lived Values
Insight ReportInsights from China’s National Day Golden Week 2025: Resilience and Evolution in Consumer Demand Sophie Anne Luo, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research October 17, 2025 Reasons to ReadUncover how shifting consumer behaviors during China’s Golden Week 2025 signal a new phase of domestic growth. Read this report to discover answers to these and other questions: How did domestic travel and spending during the extended 8-day holiday reflect strengthening consumer demand in China? What do rising average daily sales across consumption-related industries reveal about the depth and breadth of consumer activity during Golden Week? Why is off-peak, staggered travel gaining popularity—and what does it say about changing traveler priorities and behavior? Companies mentioned in this report include: Tuniu. Data in this report include: Volume of domestic trips and year-over-year travel growth; total tourism spending during the holiday period; average daily sales increases in consumption-related industries; consumer adoption of off-peak travel strategies. See also our coverage of Singles’ Day 2025 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 CPG Sales Fall While Beauty Remains ResilientHoliday 2025: A Deeper Analysis of the SNAP Impact on Holiday Sales; Recently Lowered US Retail Sales Growth EstimatesRolling Metric Continues Upward Trend: Weekly US Consumer Sentiment, Week 30, 2025—InfographicHigh-Tech Retailing—Four Technologies That Retailers Can Use to Enchant Consumers: Insights from the Retail Track at CES 2025
Insight ReportSingles’ Day 2025: Three Trends To Look For as AI Moves Center Stage Sophie Anne Luo, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research October 17, 2025 Reasons to ReadUnderstand which trends are reshaping the world’s largest shopping event. Read this report to discover answers to these and other questions: How are Alibaba and JD.com scaling generative AI to elevate the Singles’ Day shopping experience for both consumers and merchants? How will delivery change in 2025, and how are newer platforms transforming fulfillment speed? Why are streamlined, transparent promotions becoming the norm—and how are consumer preferences and operational efficiencies driving this change? Companies mentioned in this report include: Alibaba and JD.com. Other relevant research: All Coresight Research coverage of Singles’ Day 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:The Intelligent Inventory Playbook: How to Approach Inventory ExcellenceRedefining Global Sourcing: What a US–India Trade Deal Means for Retailers and ManufacturersJanuary 2025 US Retail Sales Outlook: Projecting Mid-Single-Digit Growth for the Start of 2025Analyst Corner: What’s Happening in Beauty Retail?—Analyzing Mixed Performance and Success Strategies with Madhav Pitaliya
Store TrackerWeekly UK Store Openings and Closures Tracker 2025, Week 42: Store Closures Exceed 1,000 Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research October 17, 2025 Reasons to ReadStay up to date on the latest changes in the UK retail store landscape, where new store openings continue to outpace closures in 2025. Read this report to discover answers to these and other questions: Which retailers have driven the increases in openings and closures this week, and what’s behind these moves? Which brands are still growing their store networks despite challenging retail environment? How do store openings and closures in 2025 compare with 2024, and what are the main trends driving the year-on-year shifts? Companies mentioned in this report include: Alo Yoga, Atelier Rebul, Boyes, Co-op, HMV, Iceland, Kenji, Marks & Spencer, New Look, Oliver Bonas, Primark, Schuh, Søstrene Grene, Sweaty Betty and The Entertainer. 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:Earnings Insights 4Q24, Week 4: Birkenstock, Hermès, Sprouts and More Post Double-Digit Growth—InfographicWeekly US Store Openings and Closures Tracker 2025, Week 18: Skechers To Close Multiple Stores; Whole Foods Market To Open Smaller-Format StoresUnlock the Untapped Potential of AI-Powered MarTech: Coresight Research Premium Subscriber Call, April 2025Sector Focus: Off-Price Shopping—Data Graphic
Store TrackerWeekly US Store Openings and Closures Tracker 2025, Week 42: 40 New Openings for Ross Stores Reflect Off-Price Encroachment Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research October 17, 2025 Reasons to ReadDiscover which retailers are behind the rise in US store closures in 2025—and which ones have continued to expand. Read this report to discover answers to these and other questions: Which retailers led the latest closures and openings across the US? How do store closure and opening trends in 2025 compare with those in 2024, and what do these findings indicate? Companies mentioned in this report include: Camera West, Metro Mattress, Ross Stores and Samsung. 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:Head-to-Head in Global Luxury Retailing: Kering vs. LVMHDeeper on DeepSeek and Its Potential to Radically Level the AI Playing Field6.18 Shopping Festival Helps Lift Consumer Sentiment After Recent Lows: China Consumer Survey InsightsWeekly US and UK Store Openings and Closures Tracker 2025, Week 7: Aldi and Skechers USA Announce Store Expansion Plans; Joann To Close 500 Stores
InfographicFinancial Confidence Stabilizes: Weekly US Consumer Sentiment, Week 42, 2025—Data Graphic Coresight Research October 16, 2025 Reasons to ReadThe Weekly US Consumer Sentiment Infographic series from Coresight Research provides a one-page data graphic on US consumers’ sentiment toward personal financial prospects and economic prospects. Data in this infographic are: US consumers’ expectations for the economy overall and for their own personal financial situation over the next 12 months—the latest six months of weekly trend data Selected callouts on key changes and data points Other relevant research: The full US Consumer Survey Insights reports from which these graphics feature highlights The accompanying US Consumer Survey Databank All Weekly US Consumer Sentiment infographics (The series launched in early March 2025.) 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: UK Retail Crime Soars—Visibly Reflected in Stores, with John MercerUS Retail Sales Outlook: Retail Sales Projections Moderate for the Holiday QuarterMarch 2025 US Retail Sales: Retail Sales Rebound Amid Tariff ConcernsEarnings Insights 4Q24, Week 1: Levi Strauss, P&G, Walgreens and Others Post Sales Growth, While Burberry and Kimberly-Clark Report Declines
Insight ReportDiwali’s Global Rise Is Reshaping the Retail Growth Cycle Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research October 16, 2025 Reasons to ReadDiscover how Diwali is redefining the global holiday calendar—and what it means for retail strategy in 2025. Read this report to discover answers to these and other questions: How are GST reforms, rising incomes and consumer sentiment positioning Indian retailers for above-trend Diwali growth? In what ways is India’s festive calendar evolving into a continuous retail cycle that extends beyond Diwali? How are global retailers like Walmart, Target and Tesco capitalizing on Diwali’s growing mainstream recognition—and what risks are emerging? What does Diwali reveal about US retail readiness in the face of new tariffs, shifting pricing strategies and cultural marketing demands? Companies mentioned in this report include: Adidas, Ajio, Amazon, Costco, Flipkart, Meesho, Myntra, Reliance Digital, Target, Tesco, Walmart, Williams-Sonoma, Zepto. Data in this report include: India’s festive season turnover value; Diwali’s 3D retail acceleration framework; festive consumer spending patterns; tariff impacts on US-bound Indian imports. 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 Store Tracker Extra, January 2025: 50+ Million Square Feet of Retail Space Slated To Close This YearWeekly UK Store Openings and Closures Tracker 2025, Week 49: Claire’s Closes 150 Stores; Oliver Bonas To Open 20 StoresShoptalk Fall 2025 Day Two: Scaling Pilots, Pivoting with Intelligence and Building Next-Gen Customer ExperiencesSingles’ Day 2025: Three Trends To Look For as AI Moves Center Stage
Deep DiveHoliday 2025: US Consumer Survey and Retail Outlook—From Social to Smart: AI Becomes the New Driver of Holiday Discovery and Value Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research October 16, 2025 Reasons to ReadWhere, when and how will US consumers spend for holiday 2025? We analyze findings from our proprietary holiday 2025 US consumer survey to offer critical insights on the shape of demand and consumers’ shopping expectations for the holiday season. We present our holiday sales projections, examine how shopper behavior will differ this year from last, and assess how the current economic and inflationary environment will impact spending. Uncover how AI, inflation and early shopping behaviors are reshaping the 2025 holiday retail landscape. Read this report to discover answers to these and other questions: What is Coresight Research’s projection for 2025 holiday retail sales and how is inflation shaping expectations? Why are more consumers shopping earlier this season and which income groups are driving this shift? What are the key motivations behind consumer holiday budgets and how are tariffs influencing spending plans? How is generative AI transforming holiday shopping? Which retailers are expected to dominate and what matters most to consumers when choosing where and how to shop? Data in this research report include: Holiday sales growth projections; consumer spending intentions by income group; tariff and inflation impacts on gift buying; AI and social media usage for gift discovery; product category and retailer preferences; online vs. offline shopping behaviors; credit and BNPL usage trends. Companies mentioned in this report include: Abercrombie & Fitch, Amazon, Adidas, American Eagle Outfitters, Apple, Bath & Body Works, Best Buy, Burlington, Costco, CVS Health, Dillard’s, Dollar General, Dollar Tree, DSW, eBay, Etsy, Family Dollar, Famous Footwear, Finish Line, Foot Locker, Gap, Home Depot, H&M, JCPenney, Kohl’s, Lowe’s, Lululemon Athletica, Macy’s, Menards, Neiman Marcus, NIKE, Nordstrom, Old Navy, Publix, Ralph Lauren, RH, Saks Fifth Avenue, Sally Beauty, Sephora, Shein, Sprouts Farmers Market, Target, Skechers, Temu, TJX, Trader Joe’s, Tractor Supply Company, Ulta Beauty, Uniqlo, Urban Outfitters, Walgreens, Walmart, Wayfair and Zara. Other relevant research: All Coresight Research coverage of US holiday retail US Holiday 2025: Consumer and Retail Outlook—Premium Subscriber Call, September 2025 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 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 13: Kingfisher Announces Store Expansion Plans; Whole Foods Opens New London StoreFinancial Confidence Reaches Five-Month High: Weekly US Consumer Sentiment, Week 26, 2025—InfographicThree Data Points We’re Watching This Week, Week 22: US Consumer Insights—Tariffs and InflationAnalyst Corner: What Happened with US and China Consumer Sentiment on the Eve of Expected Tariffs? with John Mercer
