InfographicFree ReportThree Data Points We’re Watching This Week, Week 21: US Retail and Consumer Developments John Mercer, Head of Global Research and Managing Director of Data-Driven Research May 23, 2025 What's InsideOur Three Data Points We’re Watching This Week series spotlights key data points from our research. Discover key data points we are watching in week 21 of 2025. This week, we present proprietary survey findings on shifts in US consumer sentiment as well as new projections for US retail sales. Plus, with Dick’s Sporting Goods set to acquire Foot Locker, we highlight footwear shopper penetration for these companies. Dive into the research behind these data points: Positive Sentiment Trend Comes to an End; Kohl’s Leads in Department Store Shopping: US Consumer Survey Insights May 2025 US Retail Sales Outlook Dick’s Sporting Goods To Acquire Foot Locker: Analyzing Store Overlap, Shopper Penetration and Strategic Reach Other relevant research: The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. All graphics in the Three Data Points series This document was generated for Other research you may be interested in: Financial Optimism Falls to Lowest Recorded Level: China Consumer Survey InsightsEarnings Insights 1Q25, Week 5: BJ’s Wholesale Club and Home Depot Report Sales Growth; Target Reports Sales Decline—InfographicMay 2025 US Retail Sales Outlook: Projecting 3% Growth Amid Low Sentiment and Front-Loaded PurchasesHigh-Income Consumers Drive Uptick in Financial Optimism; Inflation Awareness Down Versus Early 2025: US Consumer Survey Insights
