August 12, 2026 Insight Report Premium Earnings Insights 2Q26, Week 4: eBay and Instacart Outperform on Growth and Margins; MercadoLibre and PUMA Face a Tougher Balancing ActEarnings Insights 2Q26 Week examines eBay, Ralph Lauren, PUMA and other major retailers, tracking revenue trends, consumer behavior and technology initiatives.
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.
August 4, 2026 Insight Report Premium 2026 US Retail Predictions Update: Five Predictions Tested by Macro ShocksDiscover how US retailers are navigating 2026’s macroeconomic shocks while consolidating market share through technology, experience and alternative revenue. We review our predictions for US retail for 2026.
July 30, 2026 Insight Report Premium US CPG Sales Tracker: Essential Categories Continue To Anchor CPG GrowthExplore how moderating growth, stable inflation, and shifting consumer priorities are reshaping the US CPG market, with demand increasingly concentrated in essential and high-frequency purchase categories.
July 29, 2026 Event Presentation Premium US Retail Outlook: Premium Subscriber Call PresentationDiscover where US retail is heading—and which companies, channels and consumer trends will define the next phase of growth in this in-depth, data-driven report. Find market sizing and forecasts, analysis of themes and market share data,, plus our holiday outlook, in this presentation.
July 22, 2026 Event Coverage Premium Amazon Prime Day India 2026 Analysis: Emerging Cities, Premium Purchases and Faster Delivery Are Shaping the Next Phase of E-CommerceAmazon Prime Day India 2026 Consumer Research explores how emerging cities, premium brands and faster delivery are reshaping India’s e-commerce future.
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 16, 2026 Market Navigators/Market Outlook Premium Market Navigator: US Retail—A Fracturing Market Headed Toward $6 TrillionDiscover where US retail is heading—and which companies, channels and consumer trends will define the next phase of growth in this in-depth, data-driven report.
July 15, 2026 Event Coverage Premium Amazon Prime Day 2026 Analysis: Assessing Consumer Behavior and Retail Trends in the Midyear Shopping FestivalPrime Day 2026 US wrap-up report reveals key trends, consumer insights and retail strategies as well as impact of AI in Amazon’s biggest sales event.
July 14, 2026 Insight Report Premium CEO Brief: Managing Retail Supply Chains in the Agentic AgeThis CEO Brief discusses the benefits of agentic AI and supplier networks on supply chains, including extension, customization and agent management.
July 13, 2026 Market Navigators/Market Outlook Premium Preview: US Retail Market Forecast and Market ShareWe preview our forthcoming 50-page deep dive on US retailing. This Preview focuses on two sets of data from our full report—our total US retail market sizes and forecast, and our market-share analysis of 50 top retailers.
July 9, 2026 Deep Dive Premium AI and Organizational Design: Retailers Are Flattening Management Layers To Speed AI Decision-MakingAI in retail is reshaping org charts, leadership roles and workforce skills as retailers build flatter, faster operating models.
July 8, 2026 Deep Dive Premium Playbook: Managing Retail Supply Chains in the Agentic AgeDiscover how agentic AI is transforming supply chain management, helping retailers and brands build faster, more resilient and more intelligent operations.
July 7, 2026 Deep Dive Databank Members Economic Sentiment Improves Significantly, Driven by Middle-Income Consumers’ Optimism: 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 spending cutbacks across categories.
