October 8, 2026 Deep Dive Premium Holiday 2026: The Last Mile—Elevated Costs Confront a Cautious Consumer, Signaling Margin RiskHoliday 2026 last mile outlook: softer online demand, higher carrier surcharges and labor gaps reshape fulfillment strategies for retailers this peak.
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.
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.
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.
April 6, 2026 Deep Dive Premium The Middle East Energy Shock and the US Consumer: Lessons from 2022—Sustained Impacts Risk Trickle-Up EffectExplore the potential impact of the Iran-driven energy shock on US consumer behavior, drawing insights from the 2022 Russia-Ukraine conflict-induced oil price hike.
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.
February 26, 2026 Insight Report Register for Free Access The New Coresight 100: Setting the Direction for Global Retail in 2026The Coresight 100 highlights 100 of the most impactful and influential retailers and brand owners shaping the global retail landscape. This report outlines our selection methodology, examines what is new in the 2026 Coresight 100 and provides a detailed breakdown of the list by sector and geography.
February 5, 2026 Store Tracker Premium US Store Tracker Extra, January 2026: More than 24 Million Square Feet of Retail Space Slated To Open This YearIn January 2026, announced store openings by Dollar General, Target, Aldi takes total opened retail space to more than 24 million square feet, Coresight Research calculates. Discover insights into the shifting retail landscape and upcoming trends with the 2026 US Store Tracker Extra.
