Store TrackerWeekly US Store Openings and Closures Tracker 2025, Week 53: Nearly 5,300 Stores Opened in 2025 Risheek Dandekeri Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research January 2, 2026 Reasons to ReadDiscover which retailers are contributing to the surge in US store closures in 2025, and which ones continue to expand their presence, along with new data for 2026. Read this report to discover answers to these and other questions: Which retailers have led the way in the most recent store closures and openings throughout the US? How do the trends in store closures and openings in 2025 compare to those in 2024, and what insights can be drawn from these patterns? Which retailers lead US store opening and closure in 2026? Companies mentioned in this report include: Hobby Lobby, Petsmart. Data in this report include: weekly totals of US store closures and openings for 2025 and 2024; 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: Understand Who Shops Where in US Retail, with John MercerOverall Sentiment Declines Despite Rate Cut—But Higher Earners Are More Confident: US Consumer Survey InsightsWeekly US Store Openings and Closures Tracker 2025, Week 47: IKEA Continues Its Opening Spree; Target To Invest in StoresIndia’s Maha Kumbh Mela 2025: How Convenience, Technology and Sustainability Powered a Multibillion-Dollar Festival
Store TrackerWeekly UK Store Openings and Closures Tracker 2025, Week 52: Nearly 1,100 UK Stores Shut Their Doors in 2025 Risheek Dandekeri Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research December 26, 2025 Reasons to ReadKeep updated on the latest trends in the UK retail sector, where the number of new store openings is still outpacing closures in 2025, along with projections for store openings and closures in 2026. Read this report to discover answers to these and other questions: Which retailers have been responsible for the rise in openings and closures this week, and what factors are influencing these decisions? How do the store openings and closures in 2025 compare to 2024, and what are the key trends driving the year‑on‑year changes? Which retailers lead UK store opening and closure in 2026? Companies mentioned in this report include: Free People, Holland & Barrett, Kiltane, Oak & More, White Stuff. Data in this report include: weekly totals of UK store closures and openings for 2025 and 2024; 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:Weekly US Store Openings and Closures Tracker 2025, Week 31: Trader Joe’s Continues Store ExpansionFinancial Confidence Reaches Five-Month High; TJX Dominates Off-Price Retail; Dollar Tree Leads Dollar Stores: US Consumer Survey InsightsWeekly US Store Openings and Closures Tracker 2026, Week 6: US Store Closures Cross 2,000July 2025 US Retail Sales Outlook: Projecting 3+% Growth To Continue Amid Mixed Economic Signals
Store TrackerWeekly US Store Openings and Closures Tracker 2025, Week 52: Pacsun Plots Major US Expansion Drive Risheek Dandekeri Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research December 26, 2025 Reasons to ReadDiscover which retailers are contributing to the surge in US store closures in 2025, and which ones continue to expand their presence, along with projections for store openings and closures in 2026. Read this report to discover answers to these and other questions: Which retailers have led the way in the most recent store closures and openings throughout the US? How do the trends in store closures and openings in 2025 compare to those in 2024, and what insights can be drawn from these patterns? Which retailers lead US store opening and closure in 2026? Companies mentioned in this report include: Alo Yoga, Bottega Veneta, Pacsun, Save A Lot, The Card Vault, Zales. Data in this report include: weekly totals of US store closures and openings for 2025 and 2024; 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:Diwali’s Global Rise Is Reshaping the Retail Growth Cycle2026 Sector Outlook: US Mass Merchandisers, Warehouse Clubs and Discount Retailers—Warehouse Clubs To Lead Growth amid Sustained Value-Seeking BehaviorAnalyst Corner: Holiday Spirit, Bigger Budgets: US Consumers’ Plans for the Fourth of July, Labor Day and the Holiday Season, with Aditya KaushikRetail 2025 Sector Outlooks: Ebook
InfographicKey Festivals and Holidays for Promotional Campaigns in India in 2026: Calendar Ristha Dsa, Data Manager December 24, 2025 Reasons to ReadUnderstand how India’s 2026 festival and retail calendar creates year-round opportunities to drive demand across categories and channels. Read this report to discover answers to these and other questions: Which religious, cultural and national holidays in 2026 will have the greatest impact on consumer spending in India? How do major festivals such as Holi, Diwali, Eid and Navratri shape category-specific promotional strategies? What role do large-scale e-commerce events—such as Amazon Prime Day and Flipkart’s G.O.A.T sale—play in India’s promotional calendar? When should retailers plan seasonal sales, back-to-school campaigns and end-of-season clearances to maximize impact? How can brands align promotions with regional festivals like Onam and Ganesh Chaturthi to capture localized demand? Companies mentioned in this report include: Amazon, Flipkart. Data in this report include: Annual calendar of Indian festivals and holidays; timing of major online shopping events; seasonal sales periods and clearance cycles; category-level promotional opportunities tied to religious, national and regional celebrations. 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:Innovator Profile: ReFiBuy—Solving Research-Find-Buy E-commerce Challenges with Agentic AIInnovator Profile: PlayAbly—Creating Engaging, Branded Experiences with AI-Powered Shoppable GamesIntroducing the New Tech 25 for ’25: Retail-Tech Companies To WatchAnalyst Corner: The Brave New World of Agentic Shopping, with John Harmon
InfographicKey Festivals and Holidays for Promotional Campaigns in China in 2026: Calendar Ristha Dsa, Data Manager December 24, 2025 Reasons to ReadDiscover how China’s 2026 retail calendar aligns cultural tradition with modern shopping festivals to maximize promotional impact. Read this report to discover answers to these and other questions: Which traditional festivals and public holidays in 2026 will drive the biggest retail and promotional opportunities in China? How do major e-commerce shopping festivals—from Chinese New Year to Singles’ Day—shape consumer spending patterns throughout the year? Which holidays present the strongest opportunities for specific retail sectors such as apparel, beauty, home, gifting, and electronics? How can brands time promotions around travel peaks, family-oriented festivals, and romance-led shopping moments? Where do Western-origin events like Black Friday and Christmas fit into China’s evolving consumer calendar? Companies mentioned in this report include: Alibaba (Tmall, Taobao), JD.com, Suning.com, Amazon. Data in this report include: Annual calendar mapping of Chinese festivals and holidays; timing and duration of major online shopping festivals; sector-specific promotional opportunities by holiday; seasonal consumer behavior patterns tied to travel, gifting, and family occasions. 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 Sentiment Largely Holds Steady in December After November Highs: China Consumer Survey InsightsProfiling Six Artificial Intelligence Startups: AI Showcase InsightsWeekly US Store Openings and Closures Tracker 2026, Week 6: US Store Closures Cross 2,000Groceryshop 2025 Wrap-Up: Reinventing Grocery for an AI-Driven, Health-Focused and Value-Conscious Era
Deep DiveOverall Sentiment Declines Despite Rate Cut—But Higher Earners Are More Confident: US Consumer Survey Insights Aditya Kaushik, Analyst December 23, 2025 Reasons to ReadDiscover how US consumers are reacting to shifting economic conditions, inflation pressures and tariffs in the holiday season. Read this report to discover answers to these and other questions: 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:Weekly US and UK Store Openings and Closures Tracker 2025, Week 2: Barnes & Noble CEO Announces Store Expansion PlanAmazon To Close Amazon Fresh and Amazon Go Grocery ChainsThree Months to Singles’ Day 2025: Simplified Promotions, Government Support and Payment Ecosystem Convergence To Fuel GrowthThree Data Points We’re Watching This Week, Week 20: Cross-Border Players Don’t Prevent Amazon Reaching New Highs in Apparel
Insight ReportDecember 2025 US Retail Sales Outlook: Projecting 3+% Growth for the New Year Madhav Pitaliya, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research December 23, 2025 Reasons to ReadUnderstand how resilient retail sales are shaping up amid uncertainty around tariffs, inflation and consumer sentiment. Discover proprietary, ML-driven retail sales growth projections for the holiday quarter. Read this report to discover answers to these and other questions: What retail sales growth is forecasted through the rest of 2025 and into 2026, and what are the key drivers behind the projections? How is the labor market, particularly labor force participation, influencing retail demand? In what ways are shifts in disposable income, savings and consumer sentiment impacting spending? What are the key upside and downside scenarios shaping the retail sector outlook for the holiday season? Alongside this report, you can access the data behind key charts and tables in the Excel download above. 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. 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 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 Store Openings and Closures Tracker 2025, Week 43: Astrid & Miyu and Hermès Open StoresInflation Up, Sentiment Down: Alarm Bells for the US Consumer Economy?Sector Focus: Beauty Retailing—Data GraphicInconsistent Trends Appear to Reflect Uncertainty: Weekly US Consumer Sentiment, Week 31, 2025—Infographic
Deep DiveHoliday 2025 Survey Insights: Shopping Peak Nears as Two-Thirds Are Buying for the Holidays Aditya Kaushik, Analyst December 23, 2025 Reasons to ReadDiscover how tariffs and inflation driven shifts in sentiment and behavior are shaping the final weeks of the 2025 holiday shopping season. Read this report to discover answers to these and other questions: What signals are we seeing in holiday shopping behaviors and which retailers are winning season share? Where are consumers shopping for holiday products and how are discount and convenience players performing? What product categories are leading early holiday purchases, and what role is inflation playing in consumer choices? What product categories and from which retailer did consumers shop? Data in this research report include: Holiday purchase rates; top retailers for holiday shopping and holiday categories. Companies mentioned in this report include: Albertsons Companies, Amazon, Best Buy, Costco, Dollar Tree, eBay, Etsy, Family Dollar, Five Below, Gamestop, Hobby Lobby, Home Depot, JCPenney, Kohl’s, Kroger, Lowe’s, Macy’s, Old Navy, Sam’s Cub, Ross Stores, Sephora, Target, Temu, The TJX Companies, Ulta and Walmart. Other relevant research: US Holiday 2025: Consumer Survey and Retail Outlook—From Social To Smart: AI Becomes the New Driver of Holiday Discovery and Value Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. All Coresight Research coverage of US holiday retail 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:Rapid Adoption of GenAI in Shopping: A Barometer for Agentic Commerce—Data GraphicUS Store Tracker Extra, June 2025: 120+ Million Square Feet of Retail Space To Close This Year, Outpacing Openings by Over 1.5XRetail-Tech Landscape: Unified CommerceHoliday 2025: US Consumer Survey and Retail Outlook—From Social to Smart: AI Becomes the New Driver of Holiday Discovery and Value
Deep DiveMass Merchandisers, Warehouse Clubs and Discount Stores: Themes, Concepts and Innovators—Target at a Crossroads, Dollar Stores Revive and Warehouse Clubs Gain Momentum Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research December 22, 2025 Reasons to ReadUnderstand how mass merchandisers, warehouse clubs and discount stores are transforming retail through scale, innovation and value-driven strategies. Read this report to discover answers to these and other questions: How are mass retailers driving structural shifts in US retail—and what could their continued rise mean for competitors? What demographic and technological forces are reshaping the future of warehouse clubs, and how will their business models evolve? How will agentic AI transform connected shopping journeys and redefine the retail value proposition by 2035? Why is Target losing relevance, and what strategic pivots is it making to recover market share and customer loyalty? What challenges lie ahead for dollar stores—even as they rebound—and how might players like Temu, Amazon and Walmart impact their path forward? Companies mentioned in this report include: Amazon, BJ’s Wholesale Club, Centric Software, Costco, Dollar General, Dollar Tree, Family Dollar, RELEX, Simbe Robotics, Walmart. Data in this report include: Target sales and traffic trends; cross-shopping behavior of Target customers; warehouse club store count and expansion potential; dollar store comparable sales growth; private-label vs. name-brand performance; retail media market size and growth projections. Other relevant research: Positivity About Personal Finances Continues; Walmart Leads Mass Merchandisers and Warehouse Clubs: US Consumer Survey Insights Consumer Sentiment Flatlines Ahead of Big Tariff Reveal; Plus, Mass Merchandisers and Wholesale Clubs in Focus: US Consumer Survey Insights US Mass Merchandisers, Warehouse Clubs and Discount Stores- Retail 2025 Sector Outlook: Essentials To Fuel Revenue Growth Discount Decades—US Dollar and Discount Stores: Unlocking Their Potential for Future Growth 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 32: US Store Tracker ExtraEconomic Sentiment Climbs; Walmart Overtakes Lowe’s in Home-Improvement Sector: US Consumer Survey InsightsJanuary 2026 US Retail Sales: Stable Growth Trajectory Consistent with ML ProjectionsUS CPG Sales Tracker: In-Store CPG Sales Fall While Beauty Remains Resilient
Analyst CornerAnalyst Corner: Learnings from Earnings, and Holiday-Season Insights, with John Mercer John Mercer, Head of Global Research and Managing Director of Data-Driven Research December 21, 2025 Reasons to ReadUnderstand which retailers are gaining momentum—and which are falling behind—this holiday season. Read this report to discover answers to these and other questions: How are department stores like Kohl’s and Macy’s performing, and what does holiday shopper traffic reveal about their market share trends? Which off-price retailers are winning price-conscious shoppers—and who is lagging behind this holiday season? What drove the strong performance in specialty apparel in 3Q25, and how are shopper visit trends shaping up for the holidays? Which sectors are outperforming in a consumer environment defined by cautious spending and elevated inflation? Companies mentioned in this report include: Kohl’s, Macy’s, TJX, Ross Stores, Burlington Stores, Abercrombie & Fitch, American Eagle Outfitters, Dick’s Sporting Goods, Gap, Urban Outfitters. Other relevant research: All Coresight Research coverage of US holiday retail 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:Economic Optimism at Five-Month Low; Holiday Shopping Slows: US Consumer Survey InsightsAnalyst Corner: Previewing CES 2026, with John HarmonInnovator Profile: Ethosphere—Turning Retail Sales-Floor Conversations Into Operational InsightsAnalyst Corner—DeepSeek Opens the Door for AI Democratization: The AI Opportunity, with Charlie Poon
Event PresentationRetail Earnings Insights, 3Q25: Premium Subscriber Call John Mercer, Head of Global Research and Managing Director of Data-Driven ResearchMadhav Pitaliya, Analyst December 19, 2025 Reasons to ReadCompare performance and uncover trends in retailer earnings from the third quarter of 2025, in this presentation. On December 19, 2025, Coresight Research presented a Premium Subscriber Call on the topic of earnings insights from 3Q25. Watch the full webinar here. Discover: Quarterly retail performance Performance differences across retail segments Tariff impacts and strategic responses Technology and AI investment trends Commentary on the health of the consumer Other relevant research: 3Q25 Earnings Season Wrap-Up: 84% of Companies Grow Sales, 77% Beat Top-Line Consensus in a Solid Quarter for Discount, Off-Price and Specialty Apparel Holiday 2025: US Holiday Retail Homestretch—Strong Total Demand (So Far), with Price-Driven Players Entrenching Structural Gains 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 UK Store Openings and Closures—2024 Review and 2025 OutlookSector Focus: Discount Stores—Data GraphicHead-to-Head in Global Luxury Retailing: Kering vs. LVMHWeekly US Store Openings and Closures Tracker 2025, Week 44: Carter’s To Close 150 Stores
InfographicQuantifying Tariff Impacts: What Retail Companies Reported in 3Q25—Data Graphic Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research December 19, 2025 Reasons to ReadExplore how retailers are navigating the impact of tariffs and the strategic adjustments they are making to protect margins and profitability. Read this report to discover answers to these and other questions: Which retailers are most impacted by tariffs, and how are companies like Abercrombie & Fitch and AEO adjusting their sourcing strategies? How are retailers like Urban Outfitters and Ross Stores leveraging operational efficiencies to absorb tariff cost pressures? What role are price increases playing in mitigating tariff impacts for companies like Petco and Best Buy? How are companies like Williams-Sonoma and Columbia Sportswear using vendor negotiations and pricing actions to offset tariff-related margin pressures? What strategies are companies with low tariff exposure, like Associated British Foods, using to stay competitive in a tariff-impacted landscape? Companies mentioned in this report include: Abercrombie & Fitch, American Eagle Outfitters, Aritzia, Best Buy, Columbia Sportswear, Mondelez, Petco, Ross Stores, Urban Outfitters, Williams-Sonoma, and many others across retail sectors including apparel, beauty, and general merchandise. Data in this report includes: tariff-related cost impacts, company revenue and margin updates, sourcing strategy shifts, and operational adjustments. 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 2026: 10 Trends in Retail TechnologyWhat Can Retailers Learn from Shein and Temu?: Premium Subscriber Call, February 2025US Retail—Real Estate Insights: Embracing Small Store Formats, Immersive Experiences and Emerging TechnologiesInnovator Profile: Wayvee Analytics—Analyzing Customer Emotions to Boost Store and Shelf Performance
Infographic2026 Sector Outlook: Global and US Luxury Goods Retailing—Rebound Despite Challenges in Shopper Base Charlie Poon, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research December 19, 2025 Reasons to ReadOur 2026 Sector Outlook data graphics provide forward-looking data, insights and conclusions for US retail sectors. Across the series of 10 snapshots, we cover US retail (overall); apparel and footwear; beauty; consumer packaged goods (CPG); department stores; drugstores; grocery; home and home improvement; luxury; and mass merchandisers, warehouse clubs and discount stores. Discover the factors influencing luxury retail in 2026, with insights on consumer behavior, emerging markets, and luxury brands’ strategies. Read this report to discover answers to these and other questions: How is the global luxury market projected to grow in 2026, and which regions are driving this growth? What are the key challenges facing the luxury sector, including the drop in aspirational shoppers and geopolitical uncertainty? How are younger generations reshaping luxury consumption? What trends in luxury spending, such as experiential luxury and premiumization, will define the future of the industry? Data in this research report include/are: 2026 growth forecasts for global and US luxury sectors, sector drivers, consumer behavior insights, and the impact of emerging trends on luxury brands. Companies mentioned in this report include/are: Chanel, Jimmy Choo, Kering, LVMH, Prada and Yves Saint Laurent 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:Agentic Commerce—The Impact on Retail Media and How Retailers Should RespondThe STORE Framework for Driving Innovation in RetailHoliday 2025: US Holiday Retail Homestretch—Strong Total Demand (So Far), with Price-Driven Players Entrenching Structural GainsWeekly US Store Openings and Closures Tracker 2025, Week 44: Carter’s To Close 150 Stores
Infographic2026 Sector Outlook: US Home and Home-Improvement Retailing—Pro-Led, Tech-Enabled Growth Shaping the US Home and Home-Improvement Market Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research December 19, 2025 Reasons to ReadOur 2026 Sector Outlook data graphics provide forward-looking data, insights and conclusions for US retail sectors. Across the series of 10 snapshots, we cover US retail (overall); apparel and footwear; beauty; consumer packaged goods (CPG); department stores; drugstores; grocery; home and home improvement; luxury; and mass merchandisers, warehouse clubs and discount stores. Understand how economic pressures, technology, and the evolving housing market will shape US home and home improvement retail in 2026. Read this report to discover answers to these and other questions: How will macroeconomic uncertainty and elevated mortgage rates impact growth in home and home improvement retailing through 2026? Why is the Pro customer segment outperforming the DIY market, and how are major retailers capitalizing on it? What role is technology—especially AI—playing in improving customer experience and operational efficiency in the sector? How is the “lock-in effect” changing consumer behavior, and what does it mean for remodeling trends? Which types of home upgrades are seeing sustained demand despite economic headwinds? Companies mentioned in this report include: Home Depot, Lowe’s, Floor & Décor. Data in this report include: Market size and YoY growth forecasts for furniture, home furnishings, and home improvement; Pro vs. DIY sales performance; consumer remodeling intentions; homeowner equity availability; trends in product category demand. 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:Kering and L’Oréal Announce €4 Billion Strategic Partnership—Multibrand Luxury and Beauty Firms Playing To Their StrengthsUS Store Tracker Extra: Store Openings and Closures 2025 Review and 2026 Outlook—Data GraphicThree Data Points We’re Watching This Week, Week 27: US Retail Faces HeadwindsThe Great Retail Reset: When Cost, Culture, and AI Collide
Store TrackerWeekly UK Store Openings and Closures Tracker 2025, Week 51: Retailers Announce Around 250 Store Openings for 2026 Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research December 19, 2025 Reasons to ReadKeep updated on the latest trends in the UK retail sector, where the number of new store openings is still outpacing closures in 2025. Read this report to discover answers to these and other questions: Which retailers have been responsible for the rise in openings and closures this week, and what factors are influencing these decisions? How do the store openings and closures in 2025 compare to 2024, and what are the key trends driving the year‑on‑year changes? Which retailers lead UK sƒ√tore opening and closure in 2026? Companies mentioned in this report include: JW Anderson, Next plc, Rejina Pyo, Suit Direct Data in this report include: weekly totals of UK store closures and openings for 2025 and 2024; 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:Retail Earnings Insights, 3Q25: Premium Subscriber CallAI Underpins the Tech-Driven Shift in US Grocery, from Smarter Forecasting to Faster CheckoutInnovator Profile: Scrollmark—Automating Social Engagement and Conversions Through Community-Led WorkflowsShoptalk Spring 2025—Our Takeaways: Coresight Research Premium Subscriber Call, April 2025
