July 19, 2026 Analyst Corner Register for Free Access Analyst Corner: Amazon Joins Walmart in the 10%-Market-Share Club, with John MercerOur main yearly outlook for the US retail market finds that, for the first time, two retail companies have each crossed the threshold of capturing more than 10% of total US retail sales. These “consolidators” are marked by scale, convenience and price competitiveness, supported by higher-margin nonretail revenues.
July 10, 2026 Event Presentation Premium US Online Grocery Insights: Premium Subscriber Call—PresentationDiscover how US online grocery is evolving as AI-powered shopping assistants, rapid delivery and subscription programs reshape shopper expectations, fulfillment strategies and retail competition, in this slide deck.
June 2, 2026 Insight Report Premium Retail’s Tariff Refunds at Risk? US Government To Appeal Universal Refund RulingThe U.S. Department of Justice filed a notice that it will appeal a judge’s authority to instruct universal refunds of tariffs previously collected under the International Emergency Economic Powers Act. What does this mean for retail companies? We explore the details and implications.
May 29, 2026 Event Presentation Premium The US Consumer: Inflation, Gas Prices, Sentiment and Learnings from Earnings SeasonWe assess the forces impacting the US consumer economy and retail sector, drawing on data on inflation, consumer sentiment, consumer spending and retail sales, as well as company earnings results and commentary. In this presentation, we discuss how US consumers are growing their spending in retail despite inflationary headwinds.
May 25, 2026 Insight Report Premium Target’s Supply Chain Reset: What Jeff England’s Appointment Means for Its Turnaround AheadTarget’s supply chain reset taps Walmart veteran Jeff England to strengthen inventory discipline, fulfillment speed and turnaround execution.
April 8, 2026 Deep Dive Premium Supply Chain Insights for Food, Drug and Mass Retail: Technology, Resilience and the Path to Stronger MarginsThis report examines key challenges and solutions shaping the food, drug and mass supply chain, including tariffs, regulations, food waste and visibility gaps.
March 11, 2026 Infographic Premium Sector Focus: Dollar Store Shopping—Data GraphicOur Sector Focus data graphics feature the latest survey findings on US retail sectors and categories. Dive into the US dollar store sector in this graphic.
March 4, 2026 Event Coverage Premium Target Financial Community Meeting 2026: Rebuilding Momentum Through Store Reinvention, Merchandising Authority, Loyalty and TechnologyTarget’s 2026 Financial Community Meeting outlined strategies for store reinvention, merchandising authority and digital transformation. Explore growth and innovation plans.
February 16, 2026 Event Presentation Premium Agentic Commerce: The Next Frontier of Consumer-Led Retail: Insights Presented at CMA|SIMACoresight Research presented at CMA|SIMA Elevate 2026. In this presentation, explore how agentic AI is transforming retail by enabling autonomous shopping agents that collapse the funnel, reduce decision friction and power seamless, context-aware purchasing journeys.
January 20, 2026 Infographic Premium Sector Focus: Discount Stores—Data GraphicOur Sector Focus data graphics feature the latest survey findings on US retail sectors and categories. Dive into the US dollar store sector in this graphic.
January 2, 2026 Infographic Premium 2026 Sector Outlooks: EbookUnderstand what’s ahead in 2026 for 10 US retail sectors and categories in this data graphic ebook.
December 22, 2025 Deep Dive 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.
December 18, 2025 Insight Report Premium Holiday 2025: US Holiday Retail Homestretch—Strong Total Demand (So Far), with Price-Driven Players Entrenching Structural GainsUnderstand the holiday season in US retail so far. We cover sector trends and which retailers are winning and losing share, based on our consumer research, shopper traffic metrics and other data.
December 17, 2025 Infographic Premium 2026 Sector Outlook: US Mass Merchandisers, Warehouse Clubs and Discount Retailers—Warehouse Clubs To Lead Growth amid Sustained Value-Seeking BehaviorThe 2026 outlook for US mass merchandisers, warehouse clubs and discount retailers highlights growth, challenges and shifting consumer behavior.
November 18, 2025 Deep Dive Premium Five Ways AI Is Being Used in Grocery and Mass Retailing—and What’s NextAs part of our Five Ways AI Is Being Used… series, this report explores how AI is revolutionizing grocery and mass retail through smarter forecasting, automation and personalization to drive growth and efficiency.
