Insight ReportSeptember 2023 US Retail Sales: Retail Spending Outpaces Retail Inflation as Consumers Remain Healthy Primel Konok, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research October 17, 2023 Reasons to ReadUsing data from the US Census Bureau, we analyze US retail sales in September 2023, in total and by sector. Data in this research report are: Year-over-year changes in US total retail sales (excluding gasoline and automobiles), September 2022–September 2023 Year-over-year changes in retail sales by sector, August and September 2023 Other relevant research: Our monthly reports keep you up to date on retail sales (in total and by sector) and key consumer indicators, focusing on China, the UK and the US. Complementing our monthly reports, the Coresight Research US Retail Sales Databank brings together retail sales data to help you understand the scale and trajectory of US 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:Innovator Profile: Sotira—Managing Reverse Logistics and Offloading Surplus Inventory with AIEarnings Insights 4Q24, Week 3: Gucci Sales Slump 21%, Plus Updates from Ahold, Amazon, Coty and MoreFinancial Sentiment Recovers; Tariff Pessimism Improves; Inflationary Trade-Down Persists: US Consumer Survey InsightsEarnings Insights 1Q25, Week 4: Alibaba, Walmart and Others Report Sales Growth While Under Armour Reports Sales Decline—Infographic
Deep DiveCalm Before Holiday Shopping Season Begins: US Consumer Survey Insights 2023, Week 42 Owen Riley, Analyst October 17, 2023 Reasons to ReadThe Coresight Research weekly US Consumer Survey Insights series takes a regular temperature check on US consumers’ behaviors and sentiment, based on exclusive proprietary survey data. In this report, we present findings from our survey conducted on October 9, 2023. Data in this research report are our latest proprietary survey findings on: Which retailers consumers have bought food and nonfood products from in the last two weeks What products consumers have bought in-store and online in the last two weeks Activities that consumers have done in the past two weeks Avoidance of public places, by type of public place—latest data and four-week PPT changes Consumers’ expectations for the economy overall and for their own personal financial situation in 12 months compared to now Companies mentioned in this research report include: Aldi, Amazon, Albertsons, Ahold Delhaize, Costco, Dollar General, Dollar Tree/Family Dollar, Kohl’s, Kroger, Macy’s, Target, Walmart Other relevant research: Read the full series of US Consumer Survey Insights reports The 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:Tariff Anxiety Hits the Supermarket: US Consumers Turn Cautious When Shopping for GroceriesHoliday 2025: A Deeper Analysis of the SNAP Impact on Holiday Sales; Recently Lowered US Retail Sales Growth EstimatesShoptalk Fall 2025 Wrap-Up: Driving Retail Forward—AI, Agility, Loyalty and Leadership in Volatile TimesInnovator Profile: Lumi AI—Uncovering Hidden Value with Automated Data Intelligence
Deep DiveUS Holiday Survey and Outlook 2023: E-Commerce To Drive Growth Owen Riley, Analyst October 17, 2023 Reasons to ReadWe present the findings of our Holiday 2023 US Consumer Survey. Additionally, we give our holiday sales growth estimate, examine how shopper behavior will differ this year from last, assess the prospects of retailers such as Amazon, Target and Walmart, and analyze how the current economic environment will impact spending in the last three months of the year. In this report, we present findings from our survey conducted on October 5–6, 2023. Data in this report include our proprietary survey findings on: Consumers’ holiday spending relative to 2022 When consumers expect to start holiday shopping Consumers’ expected spend change relative to last year, by category Where consumers expect to shop Consumers’ priorities and concerns for holiday retail Companies mentioned in this report include: Aldi, Amazon, Albertsons, Ahold Delhaize, Costco, Dollar General, Dollar Tree/Family Dollar, Kohl’s, Kroger, Macy’s, Target, Walmart Other relevant research: For a weekly snapshot of consumer behavior and more insights into US shopper tendencies, read our US Consumer Survey Insights The Coresight Research US Consumer Survey Insights Databank provides 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:Taking the Temperature on Tariffs Ahead of August 1: How Are Different Consumer Groups Reacting? US Consumer Survey Insights ExtraHoliday 2025 Survey Insights: Shopping Activity Builds Amid Black Friday WeekendJune 2025 US Retail Sales Outlook: Projecting Solid Growth as Consumer Sentiment Continues to RecoverKohl’s CEO Removal—Why It Happened and What It Means for US Department Stores
Insight ReportRetail Shrink and ORC: Self-Checkout and Store Closures, the INFORM Consumers Act, US Retailer Commentary Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research October 16, 2023 Reasons to ReadRetail shrink through theft continues to be a persistent and intensifying headwind for retailers globally. Retailers have increasingly been impacted by a wave of shoplifting and organized crime that has put a dent in their margins and has become a growing focus for the sector. In this first report in our new monthly series on retail shrink and organized retail crime (ORC), we discuss the size of the inventory shrink challenge in the US and present developments in theft and related incidents in the US and the UK from the past few months. We also provide commentary on the topic from US retailers’ recent earnings calls. This report covers the INFORM Consumers Act, Target’s store closures, Walmart’s self-checkout closures and more. Data in this research report include: US retail shrink losses (2017–2022) and US retail shrink by source (2022), based on recently published data from the NRF (National Retail Federation) Coresight Research survey findings—US consumers’ opinions of retail in the current shoplifting-prevalent environment Companies mentioned in this report include: Costco, Dick’s Sporting Goods, Dollar General, Dollar Tree, The Giant Food, H&M, Nordstrom, Target, Ulta Beauty, Walmart Other relevant research: RetailTech: Leading-Edge Loss Prevention—Tackling Theft and Fraud Through RFID, Video Surveillance and More, a free report, sponsored by Sensormatic Retail Challenges Drive Edge Technology Investment, a free report, sponsored by VMware Organized Retail Crime: A Growing Threat for All Retailers Retail-Tech Landscape: Loss Prevention Is the Future of Security Locked in Technology?: Insights Presented at NRF Protect 2023 Retail Shrink and Loss-Prevention Methods—Presentation Watch our Insights Video for more insights from our analysts on loss prevention. 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 TikTokThe Impacts of US Tariffs: Assessing Companies’ International Sourcing Exposure by CountryAnalyst Corner: Three Technologies Driving the Future of US Retail, with Anand KumarAnalyst Corner: Is Shein’s Fashion Model a Template for Environmental Sustainability? with John Mercer
Analyst CornerWeinswig’s Weekly: Three Trends About the US Return to Office You Don’t Already Know John Harmon, CFA, Managing Director of Technology Research October 15, 2023 Reasons to ReadEach report in the Weinswig’s Weekly series reflects on a topical theme in retail. We also highlight our key research from the past week and upcoming reports to look out for, so you don’t miss out. As soon as US workers started leaving offices in March 2020, speculation immediately began as to when workers would receive the return-to-office (RTO) call. We seek to cut through the noise on the subject. From the desk of Deborah Weinswig, CEO and Founder of Coresight Research, we discuss the impacts of the state of return to office (RTO) on retail in the US, identifying three key RTO trends that are generally left out of popular narratives. Other relevant research: Data Dive: US Return to Office—Three Retail-Relevant Trends You Don’t Already Know Read previous Weinswig’s Weekly reports, including last week’s, which discusses our updated view on the prospects for US holiday retailing. 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:Weekly UK Store Openings and Closures Tracker 2025, Week 49: Claire’s Closes 150 Stores; Oliver Bonas To Open 20 StoresSustained Stimulus Measures Give Rise to Consumer Optimism: China Consumer Survey InsightsWeekly US Store Openings and Closures Tracker 2025, Week 49: Claire’s Closes 146 More Stores Than AnnouncedFinancial Confidence Reaches Five-Month High; TJX Dominates Off-Price Retail; Dollar Tree Leads Dollar Stores: US Consumer Survey Insights
Deep DiveShifting Shopper Behavior Amid Pessimism: China Consumer Survey Insights Echo Gong, Senior Analyst October 13, 2023 Reasons to ReadThe Coresight Research weekly 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 survey conducted on September 25, 2023. Data in this research report are: Activities that consumers have done in the past two weeks Avoidance of public places, by type of public place—latest data and one-and four-week PPT changes What products consumers have bought in-store and online in the last two weeks Expectations for economic conditions and personal finances in the next 12 months A timeline of selected Covid-19 policy changes in China Other relevant research: Read the full series of China Consumer Survey Insights reports Key Festivals and Holidays for Promotional Campaigns in China in 2023: Calendar Retail 2023: 10 Trends in China E-Commerce 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:AI Underpins the Tech-Driven Shift in US Grocery, from Smarter Forecasting to Faster CheckoutUS Retail—Real Estate Insights: Embracing Small Store Formats, Immersive Experiences and Emerging TechnologiesDownward Trend in Economic Expectations Ends: Weekly US Consumer Sentiment, Week 17, 2025—InfographicEarnings Insights 1Q25, Week 6: Costco Wholesale, Deckers Outdoor and Ulta Beauty Report Growth While Department Stores Face Challenges—Infographic
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2023, Week 41: UK Closures Almost Triple Coresight Research October 13, 2023 Reasons to ReadOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. Data in this research report include: 2023 week-by-week comparisons of announced store closures and openings in the US and the UK 2022 week-by-week comparisons of announced store closures and openings in the US and the UK 2023 major US store closures and openings 2023 major UK store closures and openings Companies mentioned in this research report include: Barnes & Noble, Asda Other relevant research: Weekly US and UK Store Openings and Closures Tracker 2023, Week 40: US Closures Up 77% vs. Last Year The full collection of Weekly US and UK Store Openings and Closures Tracker reports Complementing our weekly reports, the Coresight Research US Store Tracker Databank offers our premium subscribers access to openings and closures data from 2012 to 2023 year to date, filterable by sector and year—now including retailer-level data. 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: Israel—January 2025 UpdateRetail 2025 Sector Outlooks: EbookUS Store Tracker Extra, October 2025: Rite Aid Takes Total Closed Retail Space to 143 Million Square FeetShoptalk Fall 2025 Day One: Building Resilience Through Agility, AI and Authentic Connections to Thrive in Volatile Times
Insight ReportCountdown to China’s Singles’ Day 2023: One Month To Go—Major Platforms’ Plans for the Shopping Festival Echo Gong, Senior Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research October 12, 2023 Reasons to ReadSingles’ Day (also referred to as the 11.11 Global Shopping Festival, or Double 11) is the largest global online shopping event, taking place on November 11 each year. With just one month to go until Singles’ Day, we discuss the plans of major e-commerce and short-video platforms for the festival. Data in this report include: Alibaba and JD.com’s combined Singles’ Day GMV and year-over-year growth, 2018–2022E Companies mentioned in this report include: Alibaba (Taobao/Tmall), Douyin, JD.com, Kuaishou Other relevant research: All Coresight Research coverage of Singles’ Day in 2023 and prior years Retail 2023: 10 Trends in China E-Commerce All Coresight Research coverage of China 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:Personal Financial Sentiment Improves: Weekly US Consumer Sentiment, Week 19, 2025—InfographicAnalyst Corner—Location, Location, Location: US Regional Shopping Trends with Aditya KaushikInnovator Profile: MUSE Inc.—Transforming Retail Operations with Intelligent Store RobotsGlobal Luxury—Real Estate Insights: Brands Move from Tenants to Landlords, with Innovative, Experience-Rich Flagships
Market Navigators/Market OutlookResearch Preview: Market Navigator—US Department Stores Sunny Zheng, Analyst October 11, 2023 Reasons to ReadOur Market Navigator series offers in-depth, data-rich views of a retail, consumer or technology sector. This Research Preview provides an early look at our upcoming report on US department store retailing, in which we will explore the size and trajectory of the sector in 2023 and beyond, as well as critical factors impacting market growth. We also discuss e-commerce penetration, distribution channels, the competitive landscape, and key themes and innovators, as well as presenting blue-sky thinking for the sector. Data in this research report include: The size and year-over-year growth rates for the US department store sector for 2018–2027E The revenues of selected major US department stores for 2018–2022 Companies mentioned in this report include: Belk, Dillard’s, JCPenney, Kohl’s, Macy’s, Neiman Marcus Group, Nordstrom, Sacks Fifth Avenue Other relevant research: Market Navigator: US Retail and E-Commerce—Uncovering Opportunities in a Changing Landscape Market Outlook: Department Stores in China—Consumer Shift Toward E-Commerce Squeezes Sales Market Outlook: UK Department Stores—Slimmed Down and Shaping Up More reports in the Coresight Research Market Navigator (and Market Outlook) 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:Kohl’s CEO Removal—Why It Happened and What It Means for US Department Stores1Q25 Retail Inventory Insights: Lean Inventory, Tariff Mitigation, Supply Chain AdjustmentsWeekly UK Store Openings and Closures Tracker 2025, Week 29: New Look Closes Additional StoresConsumer Sentiment Stabilizes Following Trade Talks and Rate Cut: US Consumer Survey Insights
Insight ReportGenerative AI Latest: Indian Conglomerates Enter the Space, the US Drives the Responsible Use of AI, Adobe Launches New Products Royce Baretto, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research October 11, 2023 Reasons to ReadThe Generative AI Latest series provides regular updates on generative AI (artificial intelligence) developments globally—from retailers, governments, and platform and solution providers. Learn about key trends in the space; topics in this report include Indian conglomerates entering the AI race, the growing discussion in the US around the need for responsible AI, Adobe’s focus on generative AI via its latest launches and IBM’s plans for new generative AI foundation models. Companies mentioned in this report include: Adobe, Amazon, Anthropic, eBay, HubSpot, IBM, Imbue, Nvidia, Reliance Industries, Salesforce, Zoom Other relevant research: The updated Coresight Research CORE framework for AI in retail The Retail Buzz Around Generative AI—Infographic All Coresight Research coverage of generative AI in retail, including previous reports in the Generative AI Latest 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:US Retail—Real Estate Insights: Embracing Small Store Formats, Immersive Experiences and Emerging TechnologiesEarnings Insights 4Q24, Week 4: Birkenstock, Hermès, Sprouts and More Post Double-Digit Growth—InfographicHoliday Shopping Starts in the Summer: Tariffs Trigger Ultra-Early Holiday Shopping in 2025—Data GraphicAnalyst Corner—Key Tech Themes at CES 2025 and NRF 2025, with John Harmon
Insight ReportData Dive: US Return to Office—Three Retail-Relevant Trends You Don’t Already Know Owen Riley, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research October 11, 2023 Reasons to ReadWe identify the impacts of the state of return to office (RTO) on retail in the US, identifying three key RTO trends that are generally left out of popular narratives. This report is part of our Data Dive series, in which each report offers an essential briefing on topical, need-to-know data. Data in this research report include: Proprietary survey data on the work models full-time office-job workers follow and how many days they go into the office Proprietary survey data from company decision-makers on the status of their RTO plans Pre-pandemic and September 2023 MTA ridership and traffic volume Other relevant research: The previous report in our Data Dive series, Data Dive: From Cotton to Wheat—What’s Happening with Retail Commodity Prices? 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 Shoppers Are Worried About Higher Prices from Tariffs—Consumer Survey Insights with John MercerWorld Retail Congress 2025 Insights: Consensus on Tariffs Floor, AI Risks in Adaptive Apparel, Smart Scaling in FocusConsumer Sentiment Unpacked—Higher-Income, Younger Consumers Are Most Optimistic: US Consumer Survey Insights ExtraWeekly UK Store Openings and Closures Tracker 2025, Week 39: Amazon and Bodycare To Close All Stores
Research DigestInsights Video: Key Themes from Groceryshop 2023 John Harmon, CFA, Managing Director of Technology Research October 10, 2023 Reasons to ReadIn this Insights Video, Coresight Research analysts present insights from Groceryshop 2023, which took place during September 19–21, 2023, in Las Vegas, Nevada, US. Groceryshop is an annual conference that helps businesses navigate the evolving grocery landscape, exploring the latest business models, advanced technologies and shifting consumer behaviors. We discuss top takeaways for grocery and CPG retailing across the major themes of the conference, including unified shopping experiences (an omnichannel strategy), future-proofing and new growth opportunities. Key topics include generative AI and retail media networks. We also present highlights from the “Shark Reef” Startup Pitch competition, held on the first day of the conference. Coresight Research is a research partner of Groceryshop 2023. Companies mentioned in this Insights Video include: Ahold Delhaize, Albertsons, Amazon, Curology, Giant Eagle, Guac, Hungryroot, Hy-Vee, Instock.com, Kroger, Mars Petcare, Sam’s Club, Ritual Other relevant research: Groceryshop 2023 Wrap-Up: Exploring the Top Five Themes Driving Grocery Retail Innovation All our coverage of Groceryshop in 2023 and prior years Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles. Research reports on generative AI and retail media 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:August 2025 US Retail Sales Outlook: July Strength and Improved Outlook Score Raise Retail Projection Above 4%Mixed Sentiment Trends Ahead of August 1 Tariffs; Plus, Luxury Shopping in Focus: US Consumer Survey InsightsThree Data Points We’re Watching This Week, Week 20: Cross-Border Players Don’t Prevent Amazon Reaching New Highs in ApparelInnovator Profile: MUSE Inc.—Transforming Retail Operations with Intelligent Store Robots
Insight ReportHoliday 2023: UK Retail Outlook—An Inflection Point? John Mercer, Head of Global Research and Managing Director of Data-Driven Research October 9, 2023 Reasons to ReadWe highlight our latest thinking on the prospects for UK holiday retailing, as of October 2023. Data in this research report include: Recent trends in, and impacts of, inflation, interest rates and consumer confidence in the UK How consumers are spending—recent total retail sales and year-over-year retail sales growth for the UK Companies mentioned in this research report include: ASOS, Boohoo, B&M, Marks & Spencer, Next, Primark, Tesco Other relevant research: Holiday 2023: US Retail Outlook Summary Update Coresight Research coverage of US holiday retail Coresight Research monthly reports keep you up to date on retail sales (in total and by sector) and key consumer indicators, focusing on China, the UK and the US. Click here to view our full collection of monthly reports. 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:Consumer Confidence Rebounds in October: China Consumer Survey InsightsUS Store Tracker Extra, September 2025: Ollie’s Bargain Outlet and Alimentation Couche-Tard Add 3+ Million Square Feet to Total Opened Retail SpaceData and Tech for Development—Tapping into the Consumer’s Head: Insights Presented at Retail Property Symposium 2025Economic Confidence Climbs; Financial Optimism Turns Positive: Weekly US Consumer Sentiment, Week 23, 2025—Infographic
Deep DiveNew Questions Reveal Consumers’ Economic Pessimism: US Consumer Survey Insights 2023, Week 41 Owen Riley, Analyst October 9, 2023 Reasons to ReadThe Coresight Research weekly US Consumer Survey Insights series takes a regular temperature check on US consumers’ behaviors and sentiment, based on exclusive proprietary survey data. In this report, we present findings from our survey conducted on October 2, 2023. Data in this research report are our latest proprietary survey findings on: Which retailers consumers have bought food and nonfood products from in the last two weeks What products consumers have bought in-store and online in the last two weeks Activities that consumers have done in the past two weeks Avoidance of public places, by type of public place—latest data and four-week PPT changes Consumers’ expectations for the economy overall and for their own personal financial situation in 12 months compared to now Companies mentioned in this research report include: Aldi, Amazon, Albertsons, Ahold Delhaize, Costco, Dollar General, Dollar Tree/Family Dollar, Kohl’s, Kroger, Macy’s, Target, Walmart Other relevant research: Read the full series of US Consumer Survey Insights reports The 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:Analyst Corner: Exploring IKEA’s City Stores Worldwide, with John MercerThree Data Points We’re Watching This Week, Week 3: Retailer FocusAnalyst Corner: Can Technology Adoption Decelerate the Store Closure Trend? Three Recommendations from Manik BhatiaHigh-Income Consumers’ Sentiment Soars Ahead; Plus, Home and Home-Improvement Shopping in Focus: US Consumer Survey Insights
Analyst CornerWeinswig’s Weekly: What Are the Prospects for US Holiday Retailing? John Mercer, Head of Global Research and Managing Director of Data-Driven Research October 8, 2023 Reasons to ReadEach report in the Weinswig’s Weekly series reflects on a topical theme in retail. We also highlight our key research from the past week and upcoming reports to look out for, so you don’t miss out. From the desk of Deborah Weinswig, CEO and Founder of Coresight Research, we discuss our updated view on the prospects for US holiday retailing, drawing on our analysis of proprietary consumer survey data, inflation trends and more. Other relevant research: Holiday 2023: US Retail Outlook Summary Update Seasonal Shopping, 4Q23—Shoppers’ Latest Holiday Expectations: US Consumer Survey Insights Extra All Coresight Research coverage of US holiday retail Our full series of US Consumer Survey Insights and US Consumer Survey Insights Extra reports Premium subscribers can also access data from our weekly surveys in our US Consumer Survey Insights Databank. Read previous Weinswig’s Weekly reports, including last week’s, which discusses how companies can unlock the true potential of retail media. 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:Canada Store Openings and Closures Tracker 2025: Best Buy, Dollarama and Loblaw Companies Lead Openings at the Start of the YearUS Beauty Retailing: Market Forecast and Competitive Landscape—From Rebound to Reinvention in 2026NRF 2025: Retail’s Big Show: Day One—Agentic AI in Focus for Nvidia; Retail Revolution for Amazon and Macy’sInnovator Matrix: Retail Media