Deep Dive | March 18, 2026 Databank Members Consumer Sentiment Declines Significantly, Driven By Middle-Income Consumers: US Consumer Survey InsightsHow are US consumers’ sentiment and shopping behavior changing amid Iran conflict and oil price spikes? We review our latest US consumer data on consumer sentiment. Read More
Deep Dive | March 3, 2026 Databank Members Financial Sentiment Falls Despite Supreme Court Move to Strike Down Tariffs: US Consumer Survey InsightsHow are US consumers’ sentiment and shopping behavior changing amid tariffs and rate cuts? We review our latest US consumer data on consumer sentiment. Read More
Deep Dive | February 24, 2026 Databank Members Financial Optimism Hits Six-Month High; Consumers Adapt to Tariffs and Inflation: US Consumer Survey InsightsHow are US consumers’ sentiment and shopping behavior changing amid tariffs and rate cuts? We review our latest US consumer data on consumer sentiment, consumers’ perceptions of the impacts of tariffs and consumers’ inflation awareness and responses to inflation. Read More
Deep Dive | February 18, 2026 Databank Members Financial Optimism Remains Firm Since the Start of the Year: US Consumer Survey InsightsHow are US consumers’ sentiment and shopping behavior changing amid tariffs and rate cuts? We review our latest US consumer data on consumer sentiment. Read More
Deep Dive | February 9, 2026 Premium Playbook: Retail’s Alternative Revenue Models—Monetizing Media, Data and InfrastructureDiscover strategies retailers can use to unlock new revenue streams and enhance profitability, resilience and long-term growth. Read More
Deep Dive | January 28, 2026 Databank Members Sentiment, Tariffs and Inflation—What the Consumer Is Thinking: US Consumer Survey InsightsHow are US consumers’ sentiment and shopping behavior changing amid tariffs and rate cuts? We review our latest US consumer data on consumer sentiment, consumers’ perceptions of the impacts of tariffs and consumers’ inflation awareness and responses to inflation. Read More
Store Tracker | January 27, 2026 Premium US Store Tracker Extra: Store Openings and Closures 2025 Review and 2026 OutlookThe Store Tracker Extra monthly series offers additional insight into retailers’ store closure and opening announcements. In this report, we provide our yearly review of store closures and openings in the US. We review calendar 2025, breaking the counts down by sector, and present our projections for 2026. Read More
Store Tracker | January 23, 2026 Databank Members Weekly US Store Openings and Closures Tracker 2026, Week 3: 457-Store Francesca’s Reportedly LiquidatingOur Weekly US Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the US. This week, we highlight store openings and closures by Pop Mart, H-E-B, Walmart, Save A Lot and more. Read More
Deep Dive | January 13, 2026 Databank Members Sentiment by Age—Younger Consumers Are More Optimistic but Older Consumers’ Sentiment Improves: US Consumer Survey InsightsHow are US consumers’ sentiment and shopping behavior changing amid tariffs and rate cuts? We review our latest US consumer data on consumer sentiment. Read More
Deep Dive | December 23, 2025 Databank Members Overall Sentiment Declines Despite Rate Cut—But Higher Earners Are More Confident: US Consumer Survey InsightsHow are US consumers’ sentiment and shopping behavior changing amid tariffs and rate cuts? We review our latest US consumer data on consumer sentiment. Read More
Deep Dive | December 23, 2025 Premium Holiday 2025 Survey Insights: Shopping Peak Nears as Two-Thirds Are Buying for the HolidaysWe review our latest data and provide an in-depth analysis of consumers’ holiday shopping behavior. Read More
Deep Dive | December 22, 2025 Premium Mass Merchandisers, Warehouse Clubs and Discount Stores: Themes, Concepts and Innovators—Target at a Crossroads, Dollar Stores Revive and Warehouse Clubs Gain MomentumBuilding on our Market Navigator on US mass merchandisers, warehouse clubs and discount stores, we explore the key trends and themes we are watching in the space, such as Target’s transition, dollar stores revival and private label growth. We also showcase our blue-sky thinking for the sector and the retail innovators we are watching. Read More
Infographic | December 16, 2025 Premium 2026 Sector Outlook: US Drugstore Retailing—Strong Volume Growth amid Margin PressureThis report, part of our Retail 2026 Sector Outlooks, presents directional market insights and themes to watch in US drugstore retail. Read More
Market Navigators/Market Outlook | December 9, 2025 Premium US Drugstore and Pharmacy Retailing: Market Forecast and Competitive Landscape—The Pharmacy ShakeoutThe US drugstores and pharmacies market is resetting in 2025, with holding the market share and being relevant becoming the key competitive challenge in the market. Read More
Market Navigators/Market Outlook | December 8, 2025 Premium US Drugstore and Pharmacy Retailing: Themes, Concepts and Innovators—Rightsizing for Relevance; Smaller Footprints for a Bigger ImpactWe explore the key trends and themes we are watching in the drugstore space, such as consolidation, Walgreens’ privatization, the closure of Rite Aid and private label growth. We also showcase our blue-sky thinking for the sector and the retail innovators we are watching. Read More
