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1Q26 Retail Inventory Insights: Inventory Builds Broaden as Traffic Stabilizes and Margin Discipline Becomes More Critical

Our quarterly US Retail Inventory Insights series analyzes inventory trends in US retail. Discover inventory turnover ratios by sector and for selected major retailers in the first quarter of 2026. Dive into key commentary on inventory trends, planning and challenges, with insights on spring inventory builds, tariff and energy-cost risks, K-shaped consumer demand, AI-driven inventory visibility and more.

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4Q25 Retail Inventory Insights: Execution Discipline Delivers Cleaner Holiday Exits and Turnover Improvement

Our quarterly US Retail Inventory Insights series analyzes inventory trends in US retail. Discover inventory turnover ratios by sector and for selected major retailers in the fourth quarter of 2025. Dive into key commentary on inventory trends, planning and challenges—with insights on holiday inventory, tariffs, diverging supply chain strategies, AI (artificial intelligence)-driven tools and more.

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