Reasons to Read

Discover how agentic AI and physical AI are transforming industries with breakthroughs in AI hardware, open-source models and robotics at NVIDIA’s GTC 2026.

Every Analyst Corner also includes a roundup of research and data published that week.

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

  • How does NVIDIA’s Vera Rubin platform enhance AI performance and cost-efficiency across industries?
  • How are Nemotron open models reshaping multi-agent tasks and offering businesses a new way to manage long-context workloads?
  • What role does physical AI play in robotics, as seen with Disney’s lifelike Olaf robot, and how does it impact retail and logistics?
  • How is NVIDIA’s OpenClaw operating system laying the foundation for agentic AI as a service (AGAS) and enabling personalized agent creation?

Companies mentioned in this report include/are: NVIDIA, Disney, Mistral, Perplexity, Cursor (members of the Nemotron Coalition)

Other relevant research:

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Reasons to Read

Gain valuable insights into the US retail sector’s performance and future outlook. Read this report to discover answers to these and other questions:

  • What is the growth outlook for the US retail sector in early 2026, and what factors are contributing to the strong retail sales growth projections for February and March?
  • How will key economic indicators—such as wage growth, consumer sentiment, and inflation—affect retail sales and consumer behavior in the coming months?
  • What is the impact of rising mortgage rates and their effect on discretionary spending, particularly in sectors like home improvement?
  • How are shifts in consumer behavior, including the demand for convenience and premium services, influencing retail strategies for higher-income consumers?

Data in this report include: US retail sales forecasts; model-predicted vs. actual retail growth; labor force, wage, and inflation metrics; consumer sentiment and disposable income trends; housing market data.

Alongside this report, you can access the data behind key charts and tables in the Excel download above.

Other relevant research:

  • Coresight Research’s monthly reports keep you up to date on retail sales (in total and by sector) and key consumer indicators in the US.
  • All our coverage of tariffs
  • The US Retail Sales Databank features retail sales values and year-over-year growth, in total and by sector, by year and by month. This Databank is updated monthly.

The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. Our Weekly US Consumer Sentiment infographic series complements our survey reports with selected findings on consumers’ financial and economic expectations each week.

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Reasons to Read

Discover the startups redefining retail innovation as they compete at Shoptalk Spring 2026’s “Shark Reef” pitch event.

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

  • How will the Shark Reef Startup Pitch competition work at Shoptalk Spring 2026?
  • Who are the industry experts judging the competition—and what expertise do they bring?
  • Which major areas of retail disruption are these startups tackling?
  • Which 10 early-stage retail-technology innovators are competing for the Judges’ Choice and Audience Choice awards?

Other relevant research:

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Reasons to Read

Discover the latest trends in UK retail store openings and closures for 2026, and gain insights into the evolving market landscape.

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

  • How many store closures and openings have UK retailers announced year to date in 2026, and how do these totals compare with the same period in 2025?
  • Which retailers are driving the latest changes in our 2026 major UK store closures and openings tracker?
  • How do full-year 2025 store closures and openings compare with 2026 year-to-date trends?

Companies mentioned in this report include: Christy, Dyson, Footasylum, Grape Tree, Homary, Home Bargains, LEGO, Nobody’s Child, Pets at Home, ProCook, Quiz, Roksanda, The Original Factory Shop, Toolstation, Whole Foods Market and Wickes

Data in this report include: week-by-week comparisons of UK store closures and openings for 2026 and 2025; rankings of major retailers by total store closures; rankings of major retailers by total store openings; tabulated confirmed versus planned store activity by retailer and sector.

Other relevant research:

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Reasons to Read

Uncover the latest shifts in the retail landscape and stay ahead of key trends that impact store openings, closures, and the broader consumer market.

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

  • What are the top store openings and closures in the US for 2026 so far?
  • Which retailers are expanding in 2026, and which brands are downsizing?
  • How do store closures and openings compare between 2025 and 2026 in key retail sectors?

Companies mentioned in this report include: Bape; Camping World; Academy Sports and Outdoors, Bass Pro Shops, Boden, Citi Trends, Cotopaxi, Daiso, DICK’S Sporting Goods, Dollar General, Dollar Tree, Fossil Group, H Mart, Kohl’s, Mango, Meijer, Ollie’s Bargain Outlet, Primark, Sleep Number, Target, The Buckle, Tilly’s, Ulta Beauty, Vera Bradley, Wawa, Yellow Rose.

Data in this report include: weekly totals of US store closures and openings for 2026 and 2025; retailer-level breakdowns of announced versus confirmed closures/openings; total store counts by retailer; total US retail bankruptcies year to date.

Other relevant research:

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Reasons to Read

Discover how US consumers are reacting to shifting economic conditions, Iran conflict, inflation pressures and tariffs.

Read this report to discover answer to this question:

  • How is consumer sentiment diverging across income groups—and what does this mean for premium versus value retail performance?

Data in this research report include: Consumer sentiment by income and time; and retailer and category-level shopping data.

Other relevant research:  

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Reasons to Read

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 February 23, 2026. We spotlight developments in consumer sentiment on the economic and financial outlooks.

Read this report to discover answers to these key questions:

  • How has consumer sentiment in China evolved in February, and what do the recent peaks in economic optimism suggest about consumer expectations for the year ahead?
  • What role did the Spring Festival (Chinese New Year) play in shaping short-term optimism, and how do the post-event dips reflect evolving consumer confidence?
  • What are the key consumer behaviors and trends observed in February, and how might these shape the retail season ahead?

Data in this research report includes:

  • Consumers’ expectations for economic conditions and personal finances over the next 12 months, showing how optimism has evolved.
  • Changes in personal financial situations compared to 12 months ago, shedding light on shifts in consumer wealth perceptions.
  • Consumer activities over the past two weeks, highlighting engagement levels and emerging trends.
  • Purchasing behaviors, with insights into what consumers are buying in-store and online during the survey period.

Other relevant research:

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Reasons to Read

Using data from the US Census Bureau, we analyze US retail sales in January 2026, in total and by sector, along with estimated retail-only inflation trends.

Data in this research report are:

  • Year-over-year changes in US total retail sales (excluding gasoline and automobiles), January 2025–January 2026
  • Year-over-year changes in retail sales by sector, December 2025 and January 2026
  • Estimated retail-only inflation (year-over-year % change), August 2025–January 2026

Other relevant research:

  • Our monthly reports keep you up to date on retail sales (in total and by sector) and key consumer indicators in 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.
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Reasons to Read

Read this report to understand our latest data and analysis on the implications of the Iran/Middle East energy shock, with a focus on the US consumer and retail.

  • How is US consumer financial and economic sentiment trending, in total and for different income groups?
  • How do gasoline price rises compare to those following the start of the 2022 Ukraine conflict?
  • What are the learnings around shopper traffic from 2022?
  • How much would rising gasoline prices cost US consumers and what is one potential multibillion-dollar offset for higher gasoline prices?

Related Reports:

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Reasons to Read

Discover how the rise of agentic AI is reshaping the future of SaaS and its impact on investors and enterprises.

Every Analyst Corner also includes a roundup of research and data published that week, as well as highlighting upcoming reports to look out for from Coresight Research.

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

  • What is driving the recent decline in SaaS stocks like Adobe, Salesforce, and ServiceNow?
  • How is agentic AI transforming enterprise software and boosting productivity?
  • Can agentic AI truly replace established SaaS solutions, or are there limitations?
  • What role does domain-specific knowledge play in the potential replacement of SaaS by AI?
  • How are leading SaaS companies, like Oracle, integrating AI into their platforms to drive growth?

Companies mentioned in this report include: Adobe, Salesforce, ServiceNow, Microsoft, Block, Oracle

Other relevant research:

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Reasons to Read

We discuss US consumer sentiment, potential shopper reactions and implications for retailers amid the Middle East energy shock. This presentation is from our Premium Subscriber Call of March 13, 2026.

Read the report from this presentation here.

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Reasons to Read

Explore the key trends shaping the retail industry in the wake of Saks Global’s downsizing and find insights into how competitors may capitalize on these shifts from its store closures. Read this report to discover answers to these and other questions:

  • What impact will Saks’ department store closures have on competitors such as Macy’s and Nordstrom?
  • How does Macy’s proximity to Saks Fifth Avenue locations compare to Nordstrom’s?
  • Which off-price competitors see the greatest proximity to closing Saks OFF 5TH stores?
  • Which geographical areas will be most affected by Saks’ closures?
  • What opportunities exist for department and off-price retailers such as Marshalls, Ross Dress for Less and T.J. Maxx in response to closures across the Saks Fifth Avenue, Saks OFF 5TH and Neiman Marcus banners?

Companies mentioned in this report include: Saks Global Holdings LLC, Macy’s, Nordstrom, Marshalls, Ross Dress for Less, T.J. Maxx.

Data in this report include: store closures data, geographical proximity of stores, store estate analysis, market share potential, industry trends.

Other relevant research:

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Reasons to Read

Discover the latest trends in UK retail store openings and closures for 2026, and gain insights into the evolving market landscape.

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

  • How many store closures and openings have UK retailers announced year to date in 2026, and how do these totals compare with the same period in 2025?
  • Which retailers are driving the latest changes in our 2026 data set?
  • How do full-year 2025 store closures and openings compare with 2026 year-to-date trends?

Companies mentioned in this report include: Aubin, Boots, Crocs, Garage, Iceland, Marks & Spencer, Menarys, Mountain Warehouse, Poundstretcher, Primark, Space NK, Victoria’s Secret.

Data in this report include: week-by-week comparisons of UK store closures and openings for 2026 and 2025; rankings of major retailers by total store closures; rankings of major retailers by total store openings; tabulated confirmed versus planned store activity by retailer and sector.

Other relevant research:

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Reasons to Read

Uncover the latest shifts in the retail landscape and stay ahead of key trends that impact store openings, closures, and the broader consumer market.

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

  • What are the top store openings and closures in the US for 2026 so far?
  • Which retailers are expanding in 2026, and which brands are downsizing?
  • How do store closures and openings compare between 2025 and 2026 in key retail sectors?

Companies mentioned in this report include: Bape; Camping World; Abercrombie & Fitch Co., American Eagle Outfitters, Bath & Body Works, Beams, BJ’s Wholesale Club, Burlington Stores, Carolina Herrera, Casey’s, Costco Wholesale, Fugazi, Grocery Outlet Holding, Jack & Jones, Lidl, Neiman Marcus, Nordstrom, Primark, Princess Polly, Saks Fifth Avenue, The Fresh Market, The Gap Inc, Victoria’s Secret, Whole Foods Market.

Data in this report include: weekly totals of US store closures and openings for 2026 and 2025; retailer-level breakdowns of announced versus confirmed closures/openings; total store counts by retailer; total US retail bankruptcies year to date.

Other relevant research:

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Reasons to Read

Discover how SocialQ AI is transforming social media strategy with AI-powered content creation.

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

  • How does SocialQ AI’s platform help brands create social media content at scale while maintaining a consistent brand voice?
  • What role does AI play in automating content creation for social media platforms like Instagram, TikTok, and Twitter?
  • How can SocialQ AI help brands adapt content to different platforms and audiences for more effective social media campaigns?
  • How does SocialQ AI enable brands to test messaging and respond quickly to trends and engagement patterns?

Other relevant research:

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