Coresight Research

3 Data Points We’re Watching This Week This week, we focus on: • US retail sales performance and projections • Survey-driven insights on consumers’ financial expectations. Premium subscribers can dive into the full research report behind these data points. Link in the comments below. #USRetail #RetailSales #ConsumerSentiment #CoresightInsights

Best Buy, Dollarama and TJX Lead Openings at the Start of the Year: Canada Store Openings and Closures Tracker 2025 Gain a comprehensive view of the evolving Canadian retail landscape with our latest report detailing key brick-and-mortar developments among major retailers. We present new data on tracked and announced store openings and closures for calendar 2024 and 2025, as of February 24, 2025. Data in this research report include: • Tabulated data—major store closures and openings by retailer, 2024 and 2025 • Details of tracked and announced developments for 2024 and 2025, as well as existing store bases, by retailer • Total store closure and opening counts for Canada, 2023–2025 YTD Whether you're tracking competitive moves or shaping your market strategy, this report delivers critical insights. Premium subscribers can access the full report. Link in the comments below. #CanadianRetail #StoreTracker #CoresightInsights #RetailStrategy

US Convenience Store Retailing: How Will Structural Shifts Shape the Future? Our latest "Market Outlook" examines the size, trajectory and key growth drivers of the US convenience store sector. We dive into evolving consumer behaviors and market dynamics in our data-driven research report, covering: • Total sales and projected growth for US convenience stores (2020–2029E) • Insights on prepared food purchases and the factors influencing consumer choices • The top 10 bestselling categories in 2023 and 2024 • Trends in private-label penetration across the sector, 2019–2024 With grocery and mass merchandisers increasing competitive pressure, convenience store operators must innovate to stay ahead. How will the industry evolve in 2025 and beyond? Premium subscribers can access the full report. Link in the comments below. #ConvenienceStores #MarketTrends #CPG #CoresightInsights

Consumer Sentiment Worsens After Stock-Market Sell-Off: US Consumer Survey Insights Our weekly "US Consumer Survey Insights" report reveals continued declines in consumers’ economic and financial outlooks—with net financial sentiment falling to its lowest level since late 2023. Accompanying this report is an infographic and research video. Hear from John Mercer, Head of Global Research and Managing Director of Data-Driven Research, on the trends we are seeing in US consumer sentiment. In addition to our weekly findings on consumer sentiment, activities and shopping behaviors, our full research report puts social commerce in focus: • Which social media platforms are consumers using to discover and buy products? • Which product categories are most popular among social media shoppers? Whether you're a retailer, brand or investor, these insights help decode what’s happening now—and what’s coming next. Premium subscribers can access the full report, infographic and video. Links in the comments below. #ConsumerInsights #SocialCommerce #Ecommerce #USConsumer #CoresightInsights

Shoptalk Spring 2025: The Coresight Research Perspective  Retail is evolving at breakneck speed, and staying ahead requires more than just headlines—it demands deep, real-time insights. A Coresight Research premium subscription gives you exactly that, including direct access to our analysts through exclusive monthly webinars. These closed-door sessions provide a competitive edge with expert analysis, early trend signals, and insider perspectives on retail’s biggest disruptions. The upcoming Premium Subscriber Call will reflect on key takeaways from Shoptalk Spring 2025, covering: 🔹 AI & Unified Commerce  🔹 Retail Media  🔹 Consumer Trends 🎙️ Featuring Coresight Research Analysts: 🔹 Anna Beller – Director of Special Projects  🔹 Stephan Deemer – Research Team  🔹 John Harmon, CFA – Managing Director of Technology Research 📅 Tuesday, April 1, 2025  ⏰ 11:00 AM ET  Register now: https://lnkd.in/d9Xzuz37 Not a subscriber yet? Email contactus@coresight.com to gain access. 📩 Already a subscriber but can’t attend live? Send your questions in advance to contactus@coresight.com. Subscribe now—get ahead with exclusive access to expert analysis and market intelligence. #ShoptalkSpring #AI #UnifiedCommerce #RetailMedia #CoresightatShoptalk 

🎙️ The Retaili$tic Podcast: Inside the Shoptalk Spring Startup Pitch with lead judge Deborah Weinswig Retail is evolving at an unprecedented pace, and at Shoptalk Spring 2025, the spotlight is on customer-centric innovation and AI-driven transformation. In this episode of "Retaili$tic," The "Shark Reef" Startup Pitch emcee and lead judge, Deborah Weinswig 韋葆蘭 , CEO and Founder of Coresight Research, sits down with Rocquan Lucas, VP of Content at Shoptalk to discuss: • The innovative retail-tech companies set to compete in the Startup Pitch • What to expect from the event • Expert tips to make the most of Shoptalk Spring 2025 🎧 Listen now for exclusive insights! Want a deeper dive? Read our FREE Startup Pitch preview report. Links in the comments below. Coresight Research is a research partner of Shoptalk Spring 2025. #RetailisticPodcast #ShoptalkSpring #RetailInnovation #Startup #CoresightatShoptalk

Deborah Weinswig To Lead the Shark Reef Startup Pitch at Shoptalk Spring 2025 The Startup Pitch is back, and the competition is fierce! On March 25 at Mandalay Bay, 12 groundbreaking retail-tech innovators will take the stage to showcase their game-changing solutions that are poised to disrupt the industry. Deborah Weinswig 韋葆蘭, CEO and Founder of Coresight Research, will emcee the event and lead a powerhouse judging panel that features: 🔹 Anna Barber, Partner at M13 🔹 Matthew Nichols, Partner at Commerce Ventures 🔹 Jelena Zec, Partner at Citi Ventures The competition will unfold in two rounds—only six will advance to the final showdown on March 26, where both the Audience Choice and Judges’ Choice winners will be crowned. Meet the bold innovators ready to take the stage: • Big Sur AI • Lica World • Lumi AI • Nectar Social • Novel 📲 • PlayAbly • RetailReady • Selectika • Shopeaks • Sotira • Wayvee Analytics 🗓 Round 1: March 25, 4:05 PM & 4:55 PM PT 🗓 Round 2: (finals): March 26, 8:55 AM Which startups will come out as champions? Stay tuned for our coverage on coresight.com. #ShoptalkSpring #CoresightatShoptalk #RetailInnovation #Startup #RetailLeadership

Costco, Inditex and Puma Lead with Solid Fourth-Quarter Growth In our latest “Earnings Insights” report, we break down the recent performance of major retailers and brand owners across six sectors: apparel and footwear, beauty, department stores, discount stores, specialty apparel, and warehouse clubs. Data in this research report include: ✔️ US retail sales growth (October 2024–February 2025) ✔️ Gross margins and sales data by brand, channel and geography Premium subscribers can access the full report. Link in the comments below. #USRetail #Q4Results #EarningsInsights #CoresightInsights

How AI, Payments & Quick Commerce Transformed the World’s Largest Festival: India’s Maha Kumbh Mela 2025 The Maha Kumbh Mela 2025—one of the world’s largest religious gatherings—drew hundreds of millions of attendees from January 13 to February 26, 2025. Beyond its spiritual significance, this massive event became a showcase for retail innovation and technology-driven efficiency. Our latest research explores how major brands leveraged AI, quick commerce and digital payments to engage attendees, while sustainability initiatives reshaped large-scale event planning. Key insights include: ✅ Cumulative footfall at Triveni Sangam during the festival ✅ Trade estimates for the festival, by sector ✅ Government investment & spending on infrastructure and services ✅ Estimated advertising & marketing spend—where brands placed their bets This report discusses how major brands engaged with consumers during Maha Kumbh Mela and the lessons that retail companies can apply to capitalize on large-scale events. Premium subscribers can access the full report. Link in the comments below. #RetailInnovation #MahaKumbhMela #AI #QuickCommerce #CoresightInsights

Shoppers Are Pulling Back—US Retail Sales See First YoY Decline Since the Pandemic For the first time since 2020, US retail sales declined year over year in February 2025. Consumers are tightening their wallets, with electronics and department stores among the most impacted sectors. 🔍 Our latest analysis, using US Census Bureau data, breaks down: • Year-over-year changes in US total retail sales (excluding gasoline and automobiles), February 2024–February 2025 • Sector-by-sector shifts in retail sales for January and February 2025 Premium subscribers can access the full report. Link in the comments below. #ConsumerSpending #RetailSales #CoresightInsights #USEconomy