Reasons to Read

Our 2026 Sector Outlook data graphics provide forward-looking data, insights and conclusions for US retail sectors. Across the series of 10 snapshots, we cover US retail (overall); apparel and footwear; beauty; consumer packaged goods (CPG); department stores; drugstores; grocery; home and home improvement; luxury; and mass merchandisers, warehouse clubs and discount stores.

Discover how economic stability, evolving consumer behaviors, and technological innovations are reshaping the US retail and e-commerce sector in 2026.

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

• How are shifts in consumer sentiment and economic conditions, such as a steady GDP growth, impacting retail consumption?
• What role will e-commerce continue to play in the retail landscape, and how will online retail grow in share of total retail sales?
• Why is AI-driven automation, data analytics and retail media becoming crucial to sustaining profitability in a competitive retail market?
• How is the rise of GLP-1 medications influencing consumer behaviors in key sectors like food and apparel?
• How will the changes in interest rates, housing markets and inflation affect discretionary spending in 2026?

Companies mentioned in this report include: Ahold Delhaize, Aldi, Danone, Dollar General, TJX Companies and Walmart

Data in this report include: US retail and e-commerce market growth forecasts, consumer behavior trends and sector performance projections.