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Reasons to Read

Where, 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.

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Uncover how retailers are redesigning stores and deploying technology to eliminate friction and keep shoppers in-store.

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

How are AI-powered design tools and shelf-monitoring technologies reducing out-of-stocks and improving store navigation?
What checkout innovations are helping retailers cut queue times and streamline self-checkout experiences?
How are retailers finding the right balance between staff and automation to enhance service while maintaining efficiency?

Data in this research report include: A proprietary Coresight Research survey of 401 consumers conducted in August 2025 on the reasons shoppers left a store without making a purchase.

Companies mentioned in this report include: Diebold Nixdorf, Kroger, Nixdorf, Target, Tesco, Walgreens Boots Alliance and Walmart.

This report is produced and made available to non-subscribers of Coresight Research in partnership with Diebold Nixdorf.

Other relevant research:

RetailTech: Empowering Retail’s Front Line, Creating Smarter Stores—Five Tech-Driven Strategies for Associate Enablement

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Reasons to Read

Our Sector Focus data graphics feature the latest survey findings on US retail sectors and categories. Dive into the US e-commerce sector, including Amazon vs. Walmart, in this graphic.

Head to our US Consumer Survey Insights Databank for the full selection of data from our quarterly sector surveys.

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Reasons to Read

Discover how tariffs and inflation driven shifts in sentiment and behavior are shaping the early stages 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, Home Depot, Hobby Lobby, JCPenney, Kohl’s, Kroger, Lowe’s, Macy’s, Old Navy, Sam’s Cub, Sephora, Target, Temu, The TJX Companies, Ulta, Ross Stores and Walmart.

Other relevant research:

All our coverage of the end-of-year US holiday season
Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys.

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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 September 29, 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 September, and what does the decline in optimism signal about household behavior?
What are the implications of September’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.

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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, 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.

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 recent investments in the artificial intelligence (AI) and GenAI (generative AI) spaces, as well as investments in the computing requirements for AI-powered applications.
Seasonal Shopping, 4Q25—Early Spending Momentum Sets the Tone for the Holiday Season: US Consumer Survey Insights Extra

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Reasons to Read

Discover how Flipkart’s Big Billion Days 2025 rewrote the rules of festive retail with tax-driven affordability, faster-than-ever delivery and trust-first innovation.

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

How did sales-tax policy reform directly convert into consumer demand during BBD 2025?
In what ways did Flipkart Minutes reshape festive convenience and redefine delivery expectations?
How did the launch of Trust Shield reduce friction in big-ticket purchases and boost conversions?
What strategic shifts during BBD 2025 signal how Flipkart is redefining festive retail leadership ahead of Diwali?

Companies mentioned in this report include: Amazon, Cleartrip, Flipkart, LG Electronics, Myntra, Samsung, Whirlpool and Xiaomi.

Data in this report include: Online festive season GMV and category share; BBD visit and order volumes; premium electronics growth; quick commerce usage metrics; Trust Shield adoption and impact.

Other relevant research:

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Reasons to Read

Stay 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: Boyes, Claire’s, Flabelus, Fortnum & Mason, Jorum Studio, Miniso, Soeur, Søstrene Grene, Tekla Fabrics, Urban Outfitters and Vince.

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.

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Reasons to Read

Discover 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: Amazon Fresh, LEGO, LoveShackFancy, New Rite Aid, Nike 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.

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Reasons to Read

The 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.)

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Reasons to Read

The Coresight Research monthly US Consumer Survey Insights series offers a more detailed or specific take on trends and data from our weekly surveys of US consumers. This month, we continue our quarterly Seasonal Shopping series.

Plus, we review holidays during 3Q25, analyzing how consumers celebrated Labor Day, back-to-school shopping and Amazon Prime Day.

We assess consumers’ spending expectations for calendar events in the fourth quarter of 2025 (4Q25): Halloween, Amazon Prime Big Deal Days, Single’s Day and Black Friday and holiday 2025 preview.

Look out for our main US holiday consumer survey, publishing this week. That fuller, holiday-focused survey complements this quarterly Seasonal Shopping look ahead.

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

How does consumer engagement with Amazon’s Prime Big Deal Days compare to Black Friday, and what are the leading product categories?
Why are Halloween spending and celebration levels down compared to 2024?
What role does Singles’ Day play in US seasonal shopping, and which categories are expected to perform best?
How have consumer expectations shifted for the 2025 holiday season, and which income groups are most optimistic?
What does consumer behavior from Labor Day, Prime Day, and back-to-school shopping reveal about early holiday spending patterns?

Data in this research report include: Spending expectations and actual behavior by event; preferred retailers and product categories; financial sentiment by income group; timing of holiday and back-to-school purchases.

Companies mentioned in this report include: Amazon, Walmart, Costco, Sam’s Cub, Dollar Tree, Family Dollar, Walmart, Amazon, The TJX Companies, Kohl’s, Target, eBay, Macy’s, Temu, Best Buy.

Other relevant research:

All our coverage of the end-of-year US holiday season
Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys.

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Reasons to Read

Coresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content:

Countries of operation and key product categories
Annual metrics—including revenues, operating margin and global store numbers
Our insights into the company’s operations, including consideration of headwinds and tailwinds
Business strategy
Recent company developments
The company’s current management team

Click here to see our full Coresight 100 list and related reports.

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Reasons to Read

Coresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content:

Countries of operation and key product categories
Annual metrics—including revenues, operating margin and global store numbers
Our insights into the company’s operations, including consideration of headwinds and tailwinds
Business strategy
Recent company developments
The company’s current management team

Click here to see our full Coresight 100 list and related reports.

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This document was generated for

Reasons to Read

Coresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content:

Countries of operation and key product categories
Annual metrics—including revenues, operating margin and global store numbers
Our insights into the company’s operations, including consideration of headwinds and tailwinds
Business strategy
Recent company developments
The company’s current management team

Click here to see our full Coresight 100 list and related reports.

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Understand how Williams-Sonoma is defending margins and unlocking growth amid macroeconomic headwinds.

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

How is Williams-Sonoma driving growth through its core brands while navigating softness in furniture categories?
What strategies are fueling the company’s expansion into the B2B channel, and which marquee clients are contributing to growth?
How are emerging brands like Rejuvenation and GreenRow positioned for incremental revenue opportunities?
In what ways is Williams-Sonoma leveraging AI to enhance its omnichannel capabilities and improve operational efficiency?

Companies mentioned in this report include: Williams Sonoma, GreenRow, Dormify and Hilton

Data in this report include: Annual revenue by brand and geography; comparable sales and EPS trends; total store numbers and selling space; operating margins and SG&A ratios; B2B segment growth and collaboration case studies

Click here to see our full Coresight 100 list and related reports.

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