October 12, 2026 Deep Dive | Premium Discount Decades: A Shrinking Middle Class Reshapes US RetailUncover the demographic, financial, and economic forces set to continue fueling US discount and value retail.
October 5, 2026 Deep Dive | Premium Holiday 2026: US Consumer Survey and Retail Outlook—Unit Growth Under Pressure as Consumers Rethink How They ShopWhere, when and how will US consumers spend for holiday 2026. We analyze proprietary survey data to offer critical insights on the shape of demand and consumers’ shopping expectations for the holiday season.
October 1, 2026 Insight Report Premium 2Q26 Retail Inventory Insights: Retailers Become More Selective with Inventory as Imports DeclineOur 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 second quarter of 2026. Dive into key commentary on inventory trends, planning and challenges, with insights on selective inventory builds, tariff-related costs, demand volatility and inventory productivity.
September 17, 2026 Insight Report Free Report Federal Reserve Raises Rates for First Time Since 2023, Adding to Consumer Pressure Ahead of the HolidaysDiscover the details and implications of the Federal Reserve’s September 2026 interest rate rise and revised outlook for rates and the US economy. We assess the inflationary context and the likely effects on consumers and retail, including for the 2026 holiday season, and we note several long-term upward pressures on inflation.
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 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 19, 2026 Insight Report Premium Retail Crime and Shrink: Retailers Scale Up Facial Recognition Tech; Cargo Theft and Fraud Rise as Organized Crime Shifts Beyond the StoreExplore how AI and facial recognition combat evolving retail crime, as organized groups shift focus to cargo theft and e-commerce fraud.
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 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.
June 29, 2026 Insight Report Premium 1Q26 Earnings Season Wrap-Up: 80% Grow Sales; 75% Beat EPS, Led by Discount, Apparel and E-Commerce1Q26 Earnings Season Wrap-Up analyzes retail earnings, consumer spending trends, sales growth, EPS performance, and sector outlooks across the retail industry.
June 25, 2026 Insight Report Premium 1Q26 Retail Inventory Insights: Inventory Builds Broaden as Traffic Stabilizes and Margin Discipline Becomes More CriticalOur 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.
May 6, 2026 Insight Report Premium 4Q25 US Earnings Season Wrap-Up: 80% of Companies Grow Sales and About 75% Beat EPS Consensus Amid Broad Strength in Discount, Specialty Apparel and Value Retail4Q25 earnings wrap-up reveals retail sales growth, margin pressure and sector performance trends across leading global retailers and brands.
March 30, 2026 Insight Report Premium 4Q25 Retail Inventory Insights: Execution Discipline Delivers Cleaner Holiday Exits and Turnover ImprovementOur 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.
March 9, 2026 Infographic Premium Sector Focus: Home and Home-Improvement Shopping—Data GraphicOur Sector Focus data graphics feature the latest survey findings on US retail sectors and categories. Dive into the US home and home-improvement sector in this graphic.
