Insight ReportUS CPG Sales Tracker: A Growing Divide Between Essential and Discretionary Spending Prerana P Kotian, Data Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research August 25, 2026 Reasons to ReadDiscover the latest data-driven insights into slowing CPG growth, shifting consumer priorities and the widening divide between essential and discretionary spending. Read this report to discover answers to these and other questions: Why did CPG sales growth moderate across online, in-store and total channels during the latest reporting period? How are changing consumer spending patterns affecting performance across food & beverages, health & beauty and general merchandise & household essentials? What does the continued strength of essential and replenishment-driven categories, including non-alcoholic beverages and household essentials, reveal about current consumer priorities? Why does health & beauty continue to generate the strongest overall sales growth among the major CPG departments and which categories are driving its resilience? What do the latest results suggest about the growing divide between essential and discretionary spending, and what are the implications for brands and retailers seeking to drive future growth? Companies mentioned in this report include: Amazon, Walmart, e.l.f. Beauty, Estée Lauder, Bath & Body Works, Walgreen Co., CVS Health, Rite Aid, Saks Global, L’Oréal, The Ordinary, Macy’s and Coty. 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 member? 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 membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Insight ReportAugust 2026 US Retail Sales Outlook: Forecasting Retail Sales Growth Above 4% Through Year-End Prerana P Kotian, Data Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research August 25, 2026 Reasons to ReadUnderstand why US retail sales surged to their strongest growth rate of 2026. Explore how promotional activity, early back-to-school demand, tariff-related pull-forward purchases and improving month-over-month consumer conditions supported spending, while our machine-learning-driven outlook points to a moderation in growth through the remainder of the year. Read this report to discover answers to these and other questions: How did US retail sales accelerate to their strongest growth rate of 2026, and what role did Amazon Prime Day and competing retailer promotions play in driving demand? To what extent did early back-to-school shopping and tariff-related pull-forward purchases contribute to June’s retail sales strength? Why did retail sales remain resilient despite weaker year over year trends in disposable income, savings rates and consumer sentiment? How are stable sources of asset-derived income, including interest and dividend income, helping support household spending power amid a challenging macroeconomic environment? Data in this report include: US retail sales forecasts; model-predicted vs. actual retail growth; labor force, wage, and inflation metrics; consumer sentiment and disposable income trends; housing market data. Alongside this report, you can access the data behind key charts and tables in the Excel download above. Other relevant research: Coresight Research’s monthly reports keep you up to date on retail sales (in total and by sector) and key consumer indicators in the US. All our coverage of tariffs The US Retail Sales Databank features retail sales values and year-over-year growth, in total and by sector, by year and by month. This Databank is updated monthly. The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. Our Weekly US Consumer Sentiment infographic series complements our survey reports with selected findings on consumers’ financial and economic expectations each week. Already a member? 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 membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Company ProfileNIKE, Inc. (NYSE: NKE) Company Profile Aditya Kaushik, Analyst August 25, 2026 Reasons to ReadCoresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content: Countries of operation and key product categories Annual metrics—including revenues, operating margin and global store numbers Our insights into the company’s operations, including consideration of headwinds and tailwinds Business strategy Recent company developments The company’s current management team Click here to see our full Coresight 100 list and related reports. Already a member? 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 membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Company ProfileThe TJX Companies, Inc. (NYSE: TJX) Company Profile Aditya Kaushik, Analyst August 24, 2026 Reasons to ReadCoresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content: Countries of operation and key product categories Annual metrics—including revenues, operating margin and global store numbers Our insights into the company’s operations, including consideration of headwinds and tailwinds Business strategy Recent company developments The company’s current management team Click here to see our full Coresight 100 list and related reports. Already a member? 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 membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Company ProfileDeckers Outdoor Corporation (NYSE: DECK) Company Profile Aditya Kaushik, Analyst August 24, 2026 Reasons to ReadCoresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content: Countries of operation and key product categories Annual metrics—including revenues, operating margin and global store numbers Our insights into the company’s operations, including consideration of headwinds and tailwinds Business strategy Recent company developments The company’s current management team Click here to see our full Coresight 100 list and related reports. Already a member? 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 membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Company ProfileGap Inc. (NYSE: GPS) Company Profile Coresight Research August 24, 2026 Reasons to ReadCoresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content: Countries of operation and key product categories Annual metrics—including revenues, operating margin and global store numbers Our insights into the company’s operations, including consideration of headwinds and tailwinds Business strategy Recent company developments The company’s current management team Click here to see our full Coresight 100 list and related reports. Already a member? 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 membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Company ProfileAbercrombie & Fitch Co. Company Profile Aditya Kaushik, Analyst August 24, 2026 Reasons to ReadCoresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content: Countries of operation and key product categories Annual metrics—including revenues, operating margin and global store numbers Our insights into the company’s operations, including consideration of headwinds and tailwinds Business strategy Recent company developments The company’s current management team Click here to see our full Coresight 100 list and related reports. Already a member? 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 membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Deep DiveRetail POS Modernization: Strategic and Financial Case for Transformation Manik Bhatia, Head of Cobranded Research Sector Lead: Steven Winnick, Vice President—Innovator Services August 24, 2026 Reasons to ReadDiscover how specialty retailers are modernizing POS systems to unlock cost savings and revenue growth in an increasingly omnichannel landscape. Read this report to discover answers to these and other questions: What is the state of cloud-based POS adoption across specialty retailers? What are the financial benefits of POS modernization? How realized outcomes from modernization compare with the objectives of those planning to invest? What matters to retailers when modernizing POS systems? What are the key challenges retailers face during modernization (and how to overcome them)? Data in this report include: POS market sizing and growth projections; POS architecture and deployment type adoption (on-premise, hybrid, cloud-hosted, cloud-native); POS system age and replacement cycles; financial impact modeling, including cost savings and revenue uplift; quantifiable performance benefits, including conversion rate, average transaction value and ROI realization; loyalty program interaction rates; realized business outcomes versus modernization objectives; vendor and system evaluation criteria; implementation challenges and barriers to modernization; and a four-stage framework for planning and executing POS modernization. Companies mentioned in this report include: Aptos, Boot Barn and EILEEN FISHER. Already a member? 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 membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Company ProfileUrban Outfitters, Inc. (NasdaqGS: URBN) Company Profile Aditya Kaushik, Analyst August 23, 2026 Reasons to ReadCoresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content: Countries of operation and key product categories Annual metrics—including revenues, operating margin and global store numbers Our insights into the company’s operations, including consideration of headwinds and tailwinds Business strategy Recent company developments The company’s current management team Click here to see our full Coresight 100 list and related reports. Already a member? 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 membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Company ProfileBurlington Stores, Inc. (NYSE: BURL) Company Profile Aditya Kaushik, Analyst August 23, 2026 Reasons to ReadCoresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content: Countries of operation and key product categories Annual metrics—including revenues, operating margin and global store numbers Our insights into the company’s operations, including consideration of headwinds and tailwinds Business strategy Recent company developments The company’s current management team Click here to see our full Coresight 100 list and related reports. Already a member? 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 membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Company ProfileUnder Armour, Inc. (NYSE: UAA) Company Profile Aditya Kaushik, Analyst August 23, 2026 Reasons to ReadCoresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content: Countries of operation and key product categories Annual metrics—including revenues, operating margin and global store numbers Our insights into the company’s operations, including consideration of headwinds and tailwinds Business strategy Recent company developments The company’s current management team Click here to see our full Coresight 100 list and related reports. Already a member? 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 membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Analyst CornerAnalyst Corner: In US Apparel and Footwear Retailing, Execution Is Separating Winners from Laggards, with Aditya Kaushik Aditya Kaushik, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research August 23, 2026 Reasons to ReadEach Analyst Corner features highlights and insights from the respective week’s “Report of the Week”—our featured must-read research report. This week, our featured report was Market Navigator: US Apparel and Footwear—Solid Spending Growth, Shifting Share and Uneven Execution. Discover how US apparel and footwear retailers are competing as resilient category demand combines with shifting market share and uneven execution. Read this report to discover answers to these questions: Understand why strong execution and retail agility are increasingly separating winning apparel and footwear retailers from slower-moving competitors. Learn how value, product relevance, inventory agility and store productivity are influencing where consumers choose to spend. Explore how shoppers’ focus on value, quality, style and convenience is reshaping loyalty across brands, retailers and channels. Get a preview of Coresight Research’s analysis of market growth, channel shifts, retailer performance, store productivity and digital shopping trends. Data in this research report include: US apparel and footwear market growth; channel and retailer performance; store productivity; and consumer loyalty drivers. Other relevant research: All Analyst Corners This document was generated for
Company ProfileSprouts Farmers Market (NASDAQ: SFM) Company Profile Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research August 22, 2026 Reasons to ReadCoresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content: Countries of operation and key product categories Annual metrics—including revenues, operating margin and global store numbers Our insights into the company’s operations, including consideration of headwinds and tailwinds Business strategy Recent management commentary and company developments The company’s current management team Click here to see our full Coresight 100 list and related reports. Already a member? 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 membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Company ProfileCostco (NASDAQ: COST) Company Profile Sujeet Naik, Analyst August 22, 2026 Reasons to ReadCoresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content: Countries of operation and key product categories Annual metrics—including revenues, operating margin and global store numbers Our insights into the company’s operations, including consideration of headwinds and tailwinds Business strategy Recent company developments The company’s current management team Click here to see our full Coresight 100 list and related reports. Already a member? 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 membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Company ProfileTarget Corporation (NYSE: TGT) Company Profile Sujeet Naik, Analyst August 21, 2026 Reasons to ReadCoresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content: Countries of operation and key product categories Annual metrics—including revenues, operating margin and global store numbers Our insights into the company’s operations, including consideration of headwinds and tailwinds Business strategy Recent company developments The company’s current management team Click here to see our full Coresight 100 list and related reports. Already a member? 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 membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
