October 25, 2026 Analyst Corner Register for Free Access Analyst Corner: Tariffs Reshape US Apparel and Footwear Discounters as Off-Price Retailers Extend Their Lead, with Aditya KaushikAs part of our new Discounter Decades series, we discuss the key apparel and footwear discounters operating in the US, including Burlington Stores, Ross Stores and TJX Companies. We discuss their revenues, operating margins, store expansions, demographic profiles and strategies for success.
October 22, 2026 Deep Dive Premium China Consumer Survey Insights: Sentiment Hits Six-Month Low Despite Holiday BoostWe analyze proprietary survey data to track consumer sentiment and financial sentiments in China. This report shows steady optimism in September 2026.
October 22, 2026 Deep Dive Premium Real Estate Insights—Clothing, Footwear and Department Stores: How Retailers Are Optimizing Store PortfoliosWe explore various apparel and footwear and department store companies’ store opening and closure strategies over the past few years. We also dive into recent store traffic data, providing a comprehensive understanding of how apparel retailers and department stores are changing their physical footprints in 2026.
October 20, 2026 Deep Dive Databank Members October Sales Event Week: Did Shoppers Respond? US Consumer Survey InsightsDiscover how US consumers are responding to shifting economic conditions and inflationary pressures. This week, we also review data for major retailers during October’s “deals” week.
October 19, 2026 Deep Dive Premium Discount Decades: Tariffs Reshape Apparel and Footwear as Off-Price Retailers Extend Their LeadAs part of our new Discount Decades series, we discuss the key apparel and footwear discounters operating in the US, including Burlington Stores, Ross Stores and TJX Companies. We discuss their revenues, operating margins, store expansions, demographic profiles and strategies for success.
October 13, 2026 Deep Dive Databank Members Amazon’s Nonfood Lull Deepens Heading into Prime Big Deal Days: US Consumer Survey InsightsHow are US consumers’ sentiment and spending behaviors changing amid the Middle East conflict and rising gasoline prices? We review our latest US consumer data on sentiment and shopping behavior across categories.
October 7, 2026 Deep Dive Databank Members Seasonal Shopping, 4Q26—Previewing Shoppers’ Plans Across the Fourth Quarter: US Consumer Survey Insights ExtraWill US consumers celebrate or spend on key events in the fourth quarter this year? This month’s US Consumer Survey Insights Extra—Seasonal Shopping report analyzes consumer expectations for Halloween, Amazon Prime Big Deal Days, Singles’ Day and Black Friday, as well as looking back at how consumers celebrated Labor Day, the Fourth of July and Amazon Prime Day in the third quarter.
October 6, 2026 Deep Dive Databank Members Walmart and Amazon Gain Ground in Food Shopping: US Consumer Survey InsightsHow are US consumers’ sentiment and spending behaviors changing amid the Middle East conflict and rising gasoline prices? We review our latest US consumer data on sentiment and shopping behavior across categories.
October 4, 2026 Analyst Corner Register for Free Access Analyst Corner: Scaling Retail AI with the IMPACT Framework, with Charlie PoonRetailers need a clear basis for deciding where to invest in AI and when to scale it. That requires a strategy that connects technology choices with business priorities, operational capabilities and the customer experience. Our IMPACT framework helps leaders assess whether they have the foundations, safeguards and ways of working needed to turn AI investment into measurable business results.
October 1, 2026 Event Coverage Register for Free Access Shoptalk Fall 2026: Day 2—From Loyalty and Live Shopping to Agentic Commerce, Retailers Focus on Data Quality, Repeat Behavior and TrustShoptalk Fall 2026 Day 2 highlights retail AI, social commerce, loyalty and agentic commerce trends reshaping growth, discovery and customer experience now.
September 29, 2026 Event Coverage Register for Free Access Shoptalk Fall 2026: Day 1—Hearing from Amazon, Anthropic and Ulta as Brands Prepare for AI-Led DiscoveryExplore what The Estée Lauder Companies said about TikTok Shop, Ulta Beauty and Amazon sales, and how Favorite Daughter sold $2 million in a day with 25 creators, from Shoptalk Fall 2026 Day 1.
September 29, 2026 Deep Dive Databank Members Consumers Reward Scale as Amazon Gains: US Consumer Survey InsightsHow are US consumers’ sentiment and spending behaviors changing amid the Middle East conflict and rising gasoline prices? We review our latest US consumer data on sentiment and shopping behavior across categories.
September 29, 2026 Event Coverage Register for Free Access Groceryshop 2026 Wrap-Up: Grocery and CPG Leaders Share Learnings on Moving AI from Pilot to PracticeDiscover the AI-driven shopping innovations, retail media strategies and loyalty tactics that dominated grocery retail’s biggest conversations at Groceryshop 2026.
September 27, 2026 Analyst Corner Register for Free Access Analyst Corner: US Mass Retail Tops $1 Trillion with Warehouse Clubs Leading Sector Growth, with Sujeet NaikUS mass retail will top $1 trillion in 2026 as warehouse clubs lead growth, while e-commerce, SNAP shift and dollar-store pressure reshape the sector.
September 25, 2026 Event Coverage Register for Free Access Groceryshop 2026 Day Three: Shaping the Future of Grocery Through AI, Personalization and New Customer EcosystemsGroceryshop 2026 Day 3 explores AI personalization, agentic commerce, loyalty and value strategies shaping the future of grocery retail.
