September 16, 2026 Insight Report Premium 2Q26 Earnings Season Wrap-Up: 85% Grow Sales and 75% Beat EPS, Led by Apparel, Discount and E-Commerce2Q26 retail earnings wrap-up: 84% of companies grew sales and 75% beat EPS, highlighting resilient consumer demand across key retail sectors.
September 15, 2026 Deep Dive Databank Members Costco and Target Gain Momentum Across Food and Nonfood Shopping: US Consumer Survey InsightsHow are US consumers’ sentiment and spending behavior changing amid the Middle East conflict and rising gasoline prices? We review our latest US consumer data on sentiment and shopping behavior across categories.
September 10, 2026 Insight Report Premium Capability Outruns Control: The Hugging Face Breach, Kimi K3 and the Shift from Models to Governed Systems—AI IMPACT Insights for September 2026Agentic AI in retail is moving into execution. Explore infrastructure, open models, governance, commerce and workflow transformation in September 2026.
September 9, 2026 Deep Dive Databank Members Amazon Narrows Gap with Walmart but Still Has Ground To Recover: US Consumer Survey InsightsHow are US consumers’ sentiment and spending behavior changing amid the Middle East conflict and rising gasoline prices? We review our latest US consumer data on sentiment and shopping behavior across categories.
September 6, 2026 Analyst Corner Register for Free Access Analyst Corner: Understand Who Shops Where in US Retail, with Aditya KaushikIn this week’s Analyst Corner, Aditya Kaushik, Analyst, explores highlights from our new US shopper profiles, covering several retailers including Amazon and Walmart.
September 2, 2026 Deep Dive Databank Members Who Shops Where? 2026 Shopper Demographics: US Consumer Survey Insights ExtraWe examine who shops at different major US retailers for food and nonfood, as well as offering a closer look at shopper demographics for apparel, footwear and beauty retailers. This US Consumer Survey Insights Extra report takes a deeper dive into our weekly survey data by building shopper profiles.
September 1, 2026 Deep Dive Databank Members A New Wave of Value-Seeking Shopping Emerges: US Consumer Survey InsightsHow are US consumers’ sentiment and spending behavior changing amid the Middle East conflict and rising gasoline prices? We review our latest US consumer data on sentiment and shopping behavior across categories.
September 1, 2026 Deep Dive Free Report How AI Is Reshaping Retail Marketing PersonalizationGenerative and agentic AI are combining well-organized data with the ability to orchestrate tasks and generate personalized content at machine speed.
August 25, 2026 Deep Dive Databank Members Pressure on Sentiment, Momentum in Value Retail: US Consumer Survey InsightsHow are US consumers’ sentiment and spending behavior changing amid the Middle East conflict and rising gasoline prices? We review our latest US consumer data on sentiment and shopping behavior across categories.
August 25, 2026 Insight Report Premium US CPG Sales Tracker: A Growing Divide Between Essential and Discretionary SpendingExplore how moderating growth and shifting consumer priorities are reshaping the US CPG market, with demand increasingly concentrated in essential and high-frequency purchase categories.
August 23, 2026 Analyst Corner Register for Free Access Analyst Corner: In US Apparel and Footwear Retailing, Execution Is Separating Winners from Laggards, with Aditya KaushikUS apparel and footwear demand remains resilient, but growth is uneven as consumers shift toward value, convenience and retailers with stronger execution.
August 18, 2026 Deep Dive Databank Members Sentiment and Shopping Behavior—What’s Changed? US Consumer Survey InsightsHow are US consumers’ sentiment and spending behavior changing amid the Middle East conflict and rising gasoline prices? We review our latest US consumer data on sentiment and shopping behavior across categories.
August 17, 2026 Market Navigators/Market Outlook Premium Market Navigator: US Apparel and Footwear—Solid Spending Growth, Shifting Share and Uneven ExecutionThis Market Navigator report provides our deep-dive analysis of the US apparel and footwear retail market in 2026, covering store performance, category trends, consumer insights, digital adoption and the competitive landscape.
August 11, 2026 Deep Dive Databank Members Consumer Sentiment Weakens Despite Softer Inflation Perceptions: US Consumer Survey InsightsHow are US consumers’ sentiment and shopping behavior changing amid Middle-East conflict and inflation? We review our latest US consumer sentiment and inflation awareness and responses to inflation.
August 10, 2026 Market Navigators/Market Outlook Premium Market Navigator: US Grocery Retailing—How Quick Commerce, AI and Polarized Consumer Needs Are Shaping CompetitionUS grocery retailing in 2026: Explore how scale, AI, quick commerce, value and wellness are reshaping competition and growth across the sector.
