Deep DiveHigher- and Lower-Income Consumers Drive Financial Optimism to Four-Month High: US Consumer Survey Insights Aditya Kaushik, Analyst February 10, 2026 Reasons to ReadDiscover how US consumers are reacting to shifting economic conditions, inflation pressures and tariffs in the new year. Read this report to discover answer to this question: How is consumer sentiment diverging across income groups—and what does this mean for premium versus value retail performance? Data in this research report include: Consumer sentiment by income and time; and retailer and category-level shopping data. Other relevant research: Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:March 2026 US Retail Sales: Inflation and High Prices Drive E-Commerce and Gasoline Growth4Q24 Earnings Season Wrap-Up: Widespread Positive Sales Growth Recorded This QuarterUS CPG Sales Tracker: Beauty Sales Accelerate, While Online Grocery Sees Sharp SlowdownUK Store Tracker Extra: 2025 Store Openings and Closures Review and 2026 Outlook—Data Graphic
Insight ReportUS CPG Sales Tracker: E-Commerce Jumps by One-Quarter as Online Food Sales Surge by One-Third Prerana P Kotian, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research February 10, 2026 Reasons to ReadGain valuable insights into the latest developments shaping the US CPG market, with a particular focus on the exceptional performance of the food and beauty categories. This report dives deep into CPG e-commerce growth and total sales trends, highlighting how different departments are adapting to evolving US consumer preferences and driving overall CPG sales growth in 2026. Read this report to discover answers to these and other questions: How is the CPG e-commerce growth accelerating in 2026, and what’s driving the surge in overall CPG market performance? What factors have contributed to the remarkable in-store sales growth, reaching its highest level since August 2023? How are grocery e-commerce sales and online grocery trends reshaping CPG retail and influencing total sales growth? What’s behind the outstanding food and beverage e-commerce growth and its growing share in the overall CPG market? How is the beauty category driving health and beauty e-commerce growth and contributing to the broader CPG sector performance? Companies mentioned in this report include: Amazon, Colgate-Palmolive, Procter & Gamble, TikTok, Ulta Beauty, PepsiCo, Danone, Kimberly-Clark. Data in this report include: Year-over-year growth rates for CPG e-commerce and in-store sales; Breakdown of CPG sales growth by department; Insights into food & beverage market growth and beauty category growth. Other relevant research: More reports in our US CPG Sales Tracker series Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Retail 2025: China Retail PredictionsWeekly UK Store Openings and Closures Tracker 2025, Week 42: Store Closures Exceed 1,000Positivity About Personal Finances Continues; Walmart Leads Mass Merchandisers and Warehouse Clubs: US Consumer Survey InsightsWeekly UK Store Openings and Closures Tracker 2025, Week 31: Greggs Opens More than 60% of Its Announced Store Openings
Store TrackerUK Store Tracker Extra: 2025 Store Openings and Closures Review and 2026 Outlook—Data Graphic Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research February 9, 2026 Reasons to ReadDiscover how UK retail store dynamics are shifting, with closures easing and strategic growth returning across key sectors. View this graphic to discover answers to these and other questions: Which sectors led store closures in the UK in 2025, and how do they compare to prior years? Where are retailers expanding in 2025, and which sectors saw the highest number of store openings? What does Coresight Research project for store openings and closures in 2026? Companies mentioned in this graphic include: Claire’s and Greggs. Data in this graphic include: store opening and closure counts by sector; leading retailers by net store changes; year-over-year comparisons and projections for 2026. Other relevant research: View our full collection of store tracker reports, covering the UK, the US and Canada. The Coresight Research US and UK Store Tracker Databank is the definitive resource for information on store openings and closures by sector in the US and UK retail industries. The Retail Bankruptcies Databank details bankruptcies of US and UK retail companies, restaurants and gyms since March 2020. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Weekly US Consumer Sentiment, Flash Preview: The Big Surprise in a Week of Shocks—InfographicMass Merchandisers, Warehouse Clubs and Discount Stores: Themes, Concepts and Innovators—Target at a Crossroads, Dollar Stores Revive and Warehouse Clubs Gain MomentumInnovator Profile: ShopVision—Paving the Way for Intelligent E-Commerce with an AI TeammateApril 2025 US Retail Sales Outlook: Lowering Near-Term Growth Projections Amid Volatility and Uncertainty
Deep DivePlaybook: Retail’s Alternative Revenue Models—Monetizing Media, Data and Infrastructure John Harmon, CFA, Managing Director of Technology Research February 9, 2026 Reasons to ReadUncover how retailers can unlock alternative revenue streams to drive profitability, resilience, and growth in a competitive market. Read this report to discover answers to these and other questions: How can retailers determine the most impactful areas for monetization? What technology and vendor strategies ensure the success of new revenue sources? Why is it essential to shift from a project mentality to an operational one in managing new revenue ventures? How can diversifying revenue streams help increase resilience and growth for retailers? What ethical considerations should retailers prioritize when monetizing data and other assets? Companies mentioned in this report include: Amazon, Walmart, Kroger, Target, Home Depot, Instacart, Albertsons, Macy’s, Best Buy, Kohl’s, Ocado Group, and more. Data in this report include: Alternative revenue strategies for retail media networks, data sales/licensing, retail-as-a-service, and third-party marketplaces; Potential revenue gains and selected retailers employing these strategies; Insights into revenue contributions from memberships and credit card revenues. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Consumer Optimism Softens Ahead of Golden Week: China Consumer Survey InsightsWeekly UK Store Openings and Closures Tracker 2025, Week 38: Bodycare Bankruptcy Sees Further ClosuresConsumer Sentiment Declines Significantly, Driven By Middle-Income Consumers: US Consumer Survey InsightsSentiment; Tariff Perceptions; Inflation Reactions—Taking the Consumer Pulse on Essentials: US Consumer Survey Insights
Analyst CornerAnalyst Corner: The Appeal and Power of Middle-Aged RFID Technology Continues to Pick Up Steam, with John Harmon John Harmon, CFA, Managing Director of Technology Research February 8, 2026 Reasons to ReadRead this report to discover answers to these and other questions: How is RFID technology transforming retail operations and associate efficiency? What are the latest innovations in RFID hardware and software applications for retail? How are major retailers like Walmart, Kroger, and Amazon incorporating RFID into their operations? What new developments are driving RFID adoption in the grocery sector? How can RFID improve theft prevention and shrinkage analysis in retail environments? Companies mentioned in this report include: Amazon AWS, Avery Dennison, Kroger, Sensormatic, Qualcomm, Walmart and Zebra Technologies. Data in this report include: RFID adoption trends; Retail use cases for RFID technology; Case studies of RFID implementation in grocery and retail operations. Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for Other research you may be interested in:A Guide to NRF 2025: Retail’s Big Show—Six Game Changers Set to Reshape RetailRetail Crime and Shrink: Lawmakers Step Up Enforcement; Retailers Double Down on Technology DeploymentsAI Insights: Tracking AI’s Biggest Shifts with the AI IMPACT FrameworkLower-Income Consumers’ Economic and Financial Sentiment Improves: US Consumer Survey Insights
Event PresentationCoresight Research Agenda for 2026—Retail’s Strategic Imperatives: Premium Subscriber Call John Mercer, Head of Global Research and Managing Director of Data-Driven ResearchJT Blubaugh, Senior Account Executive February 6, 2026 Reasons to ReadThe Coresight Research team outlines our comprehensive research agenda for 2026, focusing on the strategic imperatives shaping retail’s future. Macroeconomic, Consumer and Industry Conditions: What factors will shape retail performance in 2026 and where opportunities exist despite ongoing volatility Emerging Opportunities: Where retailers should focus their efforts and how they can tap into growth opportunities in a dynamic market environment Coresight Research’s 2026 Agenda: How our research program will address these critical themes and support your strategic decision-making throughout the year Other relevant research: CEO Brief: 2026 US Macroeconomic Outlook—Incremental or Inflection Point? Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Flipkart Big Billion Days 2025: Sales-Tax Cuts To Drive Strong Consumer DemandUS Store Tracker Extra, October 2025: Rite Aid Takes Total Closed Retail Space to 143 Million Square FeetCEO Brief: Early Holiday 2026 US Retail ExpectationsHoliday 2025: Government Shutdown-Related Reduction in SNAP, Other Payments and Salaries Could Meaningfully Impact US Holiday Spending
Store TrackerWeekly UK Store Openings and Closures Tracker 2026, Week 5: Game Over; But Aldi To Open 40 Stores Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research February 6, 2026 Reasons to ReadDiscover the latest trends in UK retail store openings and closures for 2026, and gain insights into the evolving market landscape. Read this report to discover answers to these and other questions: What are the key store closures and openings for major UK retailers in 2026? How are Aldi, Co-op, and Frasers Group reshaping the UK retail scene with their store expansions and closures? How is the retail sector adjusting to shifts in consumer demand and macroeconomic factors? Companies mentioned in this report include: Aldi, Co-op, EE, Farmfoods, Frasers Group, H Beauty, H & M Hennes & Mauritz AB, Hollister, Home Bargains, IKEA, Jollyes, Lookfantastic, Marks & Spencer outlet stores, Miniso, Pop Mart, The Entertainer. Data in this report include: weekly totals of UK store closures and openings for 2026 and 2025; retailer-level breakdowns of announced versus confirmed closures/openings. Other relevant research: The full collection of Store Tracker reports, including our US-focused series The US and UK Store Tracker Databank is the definitive resource for information on store openings and closures by sector in the US and UK retail industries. The Corporate and Financial Developments Databank includes details of management changes, financial guidance updates, retail and tech layoffs and capital raised by major retail companies. The Retail Bankruptcies Databank details bankruptcies of US and UK retail companies, restaurants and gyms since March 2020. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Key Festivals and Holidays for Promotional Campaigns in China in 2026: CalendarA Guide to NRF 2026 Retail’s Big Show: The Next Now—Key Insights Shaping the Future of RetailAnalyst Corner: Evaluating Ulta Beauty’s Marketplace Launch as a Strategic Response, with Madhav PitaliyaRetail 2025: India Retail Predictions—Midyear Trends Update
Store TrackerWeekly US Store Openings and Closures Tracker 2026, Week 5: Saks Global To Close Stores Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research February 6, 2026 Reasons to ReadUncover the latest retail dynamics in the US with in-depth insights into store openings, closures, and key retail shifts in 2026. Read this report to discover answers to these and other questions: How are Saks Global, Allbirds, and Anta reshaping the landscape of store closures and openings? How many stores are Sprouts Farmers Market and Lidl planning to add? How is the retail bankruptcy landscape evolving with the closures of major brand like Saks Global? Companies mentioned in this report include: Adidas, Allbirds, Anta, H & M Hennes & Mauritz AB, Lidl, Saks Global, Sprouts Farmers Market, The Brand House Collective, The Vitamin Shoppe, Tractor Supply Co. Data in this report include: weekly totals of US store closures and openings for 2026 and 2025; retailer-level breakdowns of announced versus confirmed closures/openings; total store counts by retailer; total US retail bankruptcies year to date. Other relevant research: The full collection of Store Tracker reports, including our UK-focused series The US and UK Store Tracker Databank is the definitive resource for information on store openings and closures by sector in the US and UK retail industries. The Corporate and Financial Developments Databank includes details of management changes, financial guidance updates, retail and tech layoffs and capital raised by major retail companies. The Retail Bankruptcies Databank details bankruptcies of US and UK retail companies, restaurants and gyms since March 2020. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Analyst Corner—Location, Location, Location: US Regional Shopping Trends with Aditya KaushikWeekly US Store Openings and Closures Tracker 2025, Week 41: Rite Aid Shuts Up Shop; Amazon Fresh Closes StoresConsumer Sentiment Falls Further After Stock-Market Sell-Off; Plus, Social Commerce in Focus: US Consumer Survey InsightsWeekly US Store Openings and Closures Tracker 2026, Week 13: Openings Down 47% Year Over Year
Insight ReportDrugstore Decimation: Assessing Rite Aid’s Closures, and Which Competitors Stand To Gain Vaishnavi Nayak K, Analyst February 5, 2026 Reasons to ReadDiscover the key dynamics shaping the US drugstore sector and the strategic opportunities arising from Rite Aid’s closure. Read this report to discover answers to these and other questions: What impact will Rite Aid’s store closures have on CVS Health and Walgreens (Walgreen Co.)? How does CVS Health’s proximity to Rite Aid stores compare to that of Walgreen Co.? What geographical areas will be most affected by Rite Aid’s shutdown? Why are major drugstore chains closing stores and how will this shape the future of the sector? Companies mentioned in this report include: CVS Health, Walgreen Co. Data in this report include: store closures data, geographic proximity of stores, store estate analysis, market share potential, industry trends. Other relevant research: US Drugstore and Pharmacy Retailing: Themes, Concepts and Innovators—Rightsizing for Relevance; Smaller Footprints for a Bigger Impact US Drugstores and Pharmacies: Real Estate Insights—Closures Lead to 8 Million Square Feet of Shuttered Retail Space in 2024 Aldi vs. Lidl US Store Openings: Mapping Retail Real Estate Changes with the Store Intelligence Platform Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Three Data Points We’re Watching This Week, Week 16: US Easter ExpectationsSeven & i Holdings IR Day Spring 2026: Store Modernization, Fresh Food, Digital Growth and Global Expansion Drive the 2030 RoadmapSupreme Court Ruling on Tariffs: Assessing Consumer Awareness and Sentiment—Data GraphicJune 2025 US Retail Sales Outlook: Projecting Solid Growth as Consumer Sentiment Continues to Recover
Store TrackerUS Store Tracker Extra, January 2026: More than 24 Million Square Feet of Retail Space Slated To Open This Year Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research February 5, 2026 Reasons to ReadDiscover insights into the shifting retail landscape and upcoming trends with the 2026 US Store Tracker Extra. Read this report to discover answers to these and other questions: How do 2026 US store closures compare to the same period in 2025? What are the leading companies driving retail space closures and their impacts? Which retailers are expanding their presence with the most new store openings in 2026? How does the retail bankruptcy landscape look for 2026 compared to 2025? Companies mentioned in this report include: Abercrombie & Fitch Co., Academy Sports and Outdoors, Aerie, Aldi, Amazon.com, Inc., American Signature, Inc., Aritzia, Barnes & Noble, Bass Pro Shops, BJ’s Wholesale Club, Boot Barn, Buc-ee’s, Burlington Stores, Carter’s, Inc., Casey’s, Costco Wholesale, CVS Health, Destination XL Group, Dillard’s, Dollar General, Dollar Tree, Ernesta, Five Below, Francesca’s, GameStop, Guess?, H Mart, H & M Hennes & Mauritz AB, Harbor Freight Tools, Havertys, H-E-B, Hermès, IKEA, Jack & Jones, JCPenney, J.Jill, JD Sports plc, La Sportiva, L.L.Bean, Lowe’s, Macy’s, Inc., Miniso, Moleskine, Natural Grocers, NEXT plc, Nordstrom, Inc., Ocean State Job Lot, Ollie’s Bargain Outlet, PacSun, Piggly Wiggly, Pop Mart, Raley’s, REI, Revolve, Saks Off 5th, Salomon, Save A Lot, Scheels, SKIN1004, Snow Peak, Target, The Buckle, The Container Store, The Kroger Co., The TJX Companies, Inc., Tilly’s, Toni Pons, Torrid, Tractor Supply Company, Ulta Beauty, Uniqlo, Urban Outfitters, Inc., Vallarta Supermarkets, Vessi, Victoria’s Secret, Walgreens Co., Walmart, Wayfair Inc., WHSmith. Other relevant research: View our full collection of store tracker reports, covering the UK, the US and Canada. The Coresight Research US and UK Store Tracker Databank is the definitive resource for information on store openings and closures by sector in the US and UK retail industries. The Retail Bankruptcies Databank details bankruptcies of US and UK retail companies, restaurants and gyms since March 2020. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Weekly UK Store Openings and Closures Tracker 2026, Week 7: The Original Factory Shop Closes StoresInnovator Profile: Lica World—Delivering Compelling AI-Created Video to Maximize ROASWeekly UK Store Openings and Closures Tracker 2025, Week 34: The Sleep Haven Files for AdministrationThe Next Frontier of Commerce
Store TrackerUK Store Tracker Extra: 2025 Store Openings and Closures Review and 2026 Outlook Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research February 5, 2026 Reasons to ReadThe Store Tracker Extra monthly series offers additional insight into retailers’ store closure and opening announcements. In this report, we provide our yearly review of store closures and openings in the UK. We review calendar 2025, breaking the counts down by sector, as well as present our projections for 2026. Data in this report are: Will UK retailers open more stores than they close in 2026? How did store openings and closures trend across the UK retail sector in 2025? Which retail sectors led store closures in 2025, and which drove new openings? Which retailers were the biggest contributors to store closures and expansions? Companies mentioned in this report include: Abercrombie & Fitch Co., Amazon, Animal, Bath & Body Works, Birkenstock, Crocs, H & M Hennes & Mauritz AB, JD Sports Fashion Plc, Levi’s , Lululemon Athletica , Marks & Spencer , Next plc , Nike , Puma, Ralph Lauren , Sephora, Tesco PLC , The TJX Companies, Timberland, Uniqlo, Urban Outfitters, Whole Foods Market, and Zara. Other relevant research: View our full collection of store tracker reports, covering the UK, the US and Canada. The Coresight Research US and UK Store Tracker Databank is the definitive resource for information on store openings and closures by sector in the US and UK retail industries. The Retail Bankruptcies Databank details bankruptcies of US and UK retail companies, restaurants and gyms since March 2020. US Store Tracker Extra: Store Openings and Closures 2025 Review and 2026 Outlook Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Purchase this report. Buy Now This document was generated for Other research you may be interested in:Sector Focus: Dollar Store Shopping—Data GraphicCEO Brief: Tech for Tariffs—Four Technologies (and Services) That Can Raise Revenues and Margins Now to Offset Tariff PainEarnings Insights 1Q25, Week 1: Mixed Results from LVMH, Nestlé, P&G and Others Amid Heightened Tariff Concerns—InfographicWeekly UK Store Openings and Closures Tracker 2025, Week 28: Watches of Switzerland Pulls Back on UK Store Estate
InfographicSector Focus: Beauty Retailing—Data Graphic Aditya Kaushik, Analyst February 5, 2026 Reasons to ReadOur Sector Focus data graphics feature the latest survey findings on US retail sectors and categories. Dive into the US beauty sector in this graphic. Head to our US Consumer Survey Insights Databank for the full selection of data from our quarterly sector surveys. Find our full selection of US Consumer Survey Insights reports and data graphics here. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:The Beauty Conversion Architecture: From Discovery to Purchase—Powering Beauty Companies’ Growth in 2025 and BeyondUS Store Tracker Extra, July 2025: 127 Million Square Feet of Retail Space To Close, Outpacing Openings by 60%2026 Sector Outlook: Global and US Luxury Goods Retailing—Rebound Despite Challenges in Shopper BaseThree Data Points We’re Watching This Week, Week 2: Global Retail Predictions for 2025
Deep DiveSeasonal Shopping, 1Q26—Expectations for Valentine’s Day and Presidents’ Day: US Consumer Survey Insights Extra Aditya Kaushik, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research February 4, 2026 Reasons to ReadThe Coresight Research monthly US Consumer Survey Insights series offers a more detailed or specific take on trends and data from our weekly surveys of US consumers. This month, we continue our quarterly Seasonal Shopping series. The appendix of this report provides results on consumers’ shopping behaviors from our weekly survey questions aggregated in four-week increments over the past few months. Discover how US consumers are expected to spend on Valentine’s Day and President’s Day and the holiday season 2026. Read this report to discover answers to these and other questions: What are consumers’ spending expectations for calendar events in the first quarter of 2026 (1Q26): Valentine’s Day and Presidents’ Day. The preview of the end-of-year holiday season with an early outlook on shoppers’ spending plans and preferences. Data in this research report include: Consumer spending expectations for Valentine’s Day and Presidents’ Day, consumers’ spending expectations for the 2026 holiday season and monthly retailer and category-level shopping data. Companies mentioned in this research report include: Amazon, Publix, Target, Walmart Other relevant research: Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Shoptalk Spring 2026 “Shark Reef” Startup Pitch: Preview—10 Innovators Driving Customer Experience and Operational EfficienciesRetail-Tech Landscape: Retail MediaJanuary 2026 US Retail Sales: Stable Growth Trajectory Consistent with ML ProjectionsWeekly UK Store Openings and Closures Tracker 2025, Week 25: Debenhams To Open Stores; Poundland To Close 68 Stores
Insight ReportChinese New Year 2026: Four Trends To Expect for the Year of the Horse Sophie Anne Luo, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research February 4, 2026 Reasons to ReadUncover the evolving dynamics of consumer behavior and retail trends during Chinese New Year 2026. Read this report to discover answers to these and other questions: How will the longer CNY 2026 holiday impact consumer spending patterns? What is driving higher travel demand during CNY 2026 and how will it influence destination markets? How is instant commerce changing the retail landscape during the holiday season? What are the implications of the rise in experience-driven consumption for brands and retailers? How does the longer, more flexible holiday period reshape the traditional CNY retail cycle? Data in this research report include/are: China total retail sales projections through 2029; travel demand trends for CNY 2026 showing growth in both domestic and outbound bookings; instant retail market growth through 2026; experience-driven consumption trends; and shifts in consumer behavior towards emotional fulfillment and culturally enriched products. Companies mentioned in this report include/are: Umetrip, Qunar, IKEA, Dingdong Fresh. Other relevant research: China Singles’ Day 2025 Insights: Participation Rises but Spending Becomes More Selective Amid Tariffs, Value-Seeking and Platform Shifts Analyst Corner: The Labubu Craze—Revealing How Gens Z and Alpha Are Redefining Retail, with Charlie Poon Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Coresight Research Weekly Consumer Survey: Premium Subscriber CallOnline Shopping in Focus—Amazon Dominates E-Commerce Competition: US Consumer Survey InsightsUS Tariffs: Who Wins, Who Loses and What It Means for the EconomyNRF 2025: Retail’s Big Show Wrap-Up—The Future of Retail Will Be Driven by AI, Innovation and a Commitment to Sustainability
Deep DiveConsumer Sentiment Shows Modest Improvement in January: China Consumer Survey Insights Madhav Pitaliya, Analyst February 4, 2026 Reasons to ReadThe Coresight Research monthly China Consumer Survey Insights series takes a regular temperature check on Chinese consumers’ behaviors and sentiment, based on exclusive proprietary survey data. In this research report, we present findings from our latest weekly surveys, with the most recent undertaken on January 26, 2026. We spotlight developments in consumer sentiment on the economic and financial outlooks. Read this report to discover answers to these key questions: How has consumer sentiment in China evolved in January, and what does the slight uptick in economic optimism suggest about consumer outlook for 2026? How are consumers’ financial expectations shaping their purchasing behaviors and budgeting strategies? What impact has early 2026 optimism had on consumer confidence, and what can retailers expect as they plan for the year ahead? Data in this research report includes: Consumers’ expectations for economic conditions and personal finances over the next 12 months, showing how optimism has evolved. Changes in personal financial situations compared to 12 months ago, shedding light on shifts in consumer wealth perceptions. Consumer activities over the past two weeks, highlighting engagement levels and emerging trends. Purchasing behaviors, with insights into what consumers are buying in-store and online during the survey period. Other relevant research: Read the full series of China Consumer Survey Insights The Coresight Research China Retail Sales Databank brings together retail sales data to help you understand the trajectory of retail in China. Interested in more consumer survey analysis? Check out our US Consumer Survey Insights series. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Key Festivals and Holidays for Promotional Campaigns in China in 2026: CalendarConsumer Sentiment Falls Further After Stock-Market Sell-Off: Weekly US Consumer Sentiment, Week 12, 2025—InfographicWeekly US Store Openings and Closures Tracker 2026, Week 2: Saks Files for Bankruptcy; Macy’s To Close More Stores; Amazon Plans New SuperstoreWeekly UK Store Openings and Closures Tracker 2025, Week 49: Claire’s Closes 150 Stores; Oliver Bonas To Open 20 Stores
