Analyst CornerAnalyst Corner: US Retail Inflation Rises to Its Highest Level in 2.5 Years, with John Mercer John Mercer, Head of Global Research and Managing Director of Data-Driven Research February 22, 2026 Reasons to ReadDiscover key insights into the latest US retail inflation trends and their impact on consumer spending in 2026. Read this report to discover answers to these and other questions: What is Coresight Research’s estimate of retail-specific inflation, and how has that changed? How is inflation specifically impacting retail categories like general merchandise and apparel? What is driving the acceleration in retail inflation, and why is it expected to rise in early 2026? What are the expectations for inflation in 2026, and how will this affect consumer behavior and discretionary retail spending? Data in this report include: Retail-specific inflation, Consumer Price Index trends for key retail categories, consumer data. 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: Shoptalk Spring 2025: Day One—Creating Value Is Critical to Success; Tech-Powered Personalization Permeates Panel DiscussionsFreeze, Flight or Fight? How Retailers Can Strategically Navigate Tariff TurmoilAgentic Commerce: The Next Frontier of Consumer-Led Retail: Insights Presented at CMA|SIMARetail Crime and Shrink: US Shoppers Concerned About Theft Pushing Up Prices; Shoplifting Surges to Record Levels in England