Analyst CornerAnalyst Corner: Three Consumer-Focused Predictions for US Retail for the Second Half of 2025, with Anand Kumar Anand Kumar, Associate Director of Retail Research June 22, 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, Anand Kumar, Managing Director of Retail Research, presents three consumer-focused predictions that will define retail’s trajectory in the second half of 2025, from stagflation to private-label expansion. We also highlight our key research from the past week and upcoming reports to look out for, so you don’t miss out. For a deeper dive, premium subscribers should read our new report outlining all 10 of our forward-looking predictions and the macro trends behind them. Other relevant research: US Retail and Consumer Outlook: June 2025 Tariffs + Consumer Sentiment: A Timeline, 2025 Our Retail 2025 series of outlook reports Weekly US Consumer Sentiment infographics The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. Read previous Analyst Corner reports, including last week’s report, which discusses new store openings by IKEA. 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: US Store Tracker Extra, July 2025: 127 Million Square Feet of Retail Space To Close, Outpacing Openings by 60%Shoptalk Fall 2025 Wrap-Up: Driving Retail Forward—AI, Agility, Loyalty and Leadership in Volatile TimesHigh-Tech Retailing—Four Technologies That Retailers Can Use to Enchant Consumers: Insights from the Retail Track at CES 2025Weekly US Consumer Sentiment, Flash Preview: The Big Surprise in a Week of Shocks—Infographic
