Event CoverageAI Playbook: Content & Cocktails at NRF 2026 Event—Moving Forward in Deploying AI Charlie Poon, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research February 4, 2026 Reasons to ReadExplore how AI is reshaping retail at the AI Playbook: Content & Cocktails event at NRF 2026, with key insights into the future of agentic commerce and its transformative potential. This report provides answers to critical questions such as: How can retailers implement AI in layers, starting with foundational improvements like forecasting and replenishment before moving to more complex applications like hyper-personalization and autonomous decision-making? What organizational and cultural shifts are necessary to successfully scale AI initiatives, and how do these changes drive measurable business outcomes, such as reducing returns by 10% without even using AI? How are leading brands and retailers like Nike, Tesco, and Dollar General leveraging AI to improve operations, enhance customer experiences, and optimize inventory management across channels? What challenges are retailers facing when transitioning from traditional e-commerce to AI-driven, agent-first commerce models, and how can they optimize product discoverability for AI agents rather than search engines? How does AI amplify human expertise in physical stores, transforming them into service hubs rather than just transactional spaces, and why is customer experience more important than margin protection in building long-term loyalty? Data in this research report include: Insights from leading retail executives, case studies of AI adoption in retail, and practical recommendations for overcoming organizational and technological barriers to successful AI deployment. Companies mentioned in this report include: Alvanon, Bridgestone, Dollar General, Nike, PacSun, Tesco and Ubi. 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:Canada Store Openings and Closures Tracker 2025: Bankrupt Hudson’s Bay Company Takes Total Closures Ahead of OpeningsHoliday 2025: The Last Mile—Tariff-Driven Early Buying To Ease Peak Season Shipping RushEconomic Sentiment Shows First Uptick in Eight Weeks; Plus, Drugstore and Pharmacy Shopping in Focus: US Consumer Survey InsightsRevving Up the Flywheel: Insights from the Inaugural Amazon Prime Analyst Day
Deep DiveEconomic Sentiment Hits A Two-Month Low: US Consumer Survey Insights Aditya Kaushik, Analyst February 3, 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 answers to these and other questions: What are the latest shifts in consumer sentiment towards personal finances and the economy? Which income groups are driving those changes? What categories are consumers buying and where are they shopping? 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:Lower-Income Sentiment Continues to Weaken; Plus, Off-Price and Dollar Stores in Focus: US Consumer Survey InsightsAnalyst Corner: All Things Tech at Shoptalk Spring 2025 with John HarmonThe Agentic AI Playbook: Insights Presented by Deborah Weinswig at NRF 2025: Retail’s Big Show APACNRF 2025: Retail’s Big Show Wrap-Up—The Future of Retail Will Be Driven by AI, Innovation and a Commitment to Sustainability
Deep DivePlaybook: Strategic Responses for Brands and Retailers to the GLP-1 Consumer Boom Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research February 3, 2026 Reasons to ReadDiscover how GLP-1 medications are reshaping US consumer behavior—and what leading retailers must do to respond. Read this report to discover answers to these and other questions: How are GLP-1 users changing what—and how—they buy across grocery, wellness and apparel categories? Why are private-label brands uniquely positioned to capture growth from GLP-1 consumer behavior shifts? What sizing, inventory and service strategies should apparel retailers adopt as body-size volatility rises? How can pharmacies evolve from transactional hubs to loyalty-driving wellness centers for GLP-1 users? In what ways can retailers reinvent in-store foodservice to meet demand for protein-rich, portion-controlled meals? Companies mentioned in this report include: Amazon, ASOS, Conagra Brands, CVS Caremark, Danone, Eli Lilly, Destination XL Group, Gap Inc./Old Navy, Kroger, Marks & Spencer, Nestlé, Novo Nordisk, PepsiCo, Reformation, Target and Walmart. Data in this report include: GLP-1 market size and growth projections; grocery basket value and item changes among GLP-1 users; consumer lifestyle and dietary shifts; apparel size transitions and preferred services; pharmacy support preferences; and evolving foodservice consumption patterns. 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:Weekly US Store Openings and Closures Tracker 2025, Week 32: Claire’s Files for Bankruptcy—Potentially 1,137 Stores To CloseWeekly UK Store Openings and Closures Tracker 2026, Week 7: The Original Factory Shop Closes StoresEarnings Insights 4Q24, Week 7: Costco, Inditex and Puma Lead with Solid Fourth-Quarter GrowthBreathing Space for US Retailers and Brands: US Tariffs Paused for 90 Days But Hiked Further for China
Deep DiveAgentic Commerce—Google’s Universal Commerce Protocol Invokes “Multiplayer Mode” Charlie Poon, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research February 2, 2026 Reasons to ReadThis report explores the game-changing impact of Google’s Universal Commerce Protocol (UCP), an open standard designed to transform the shopping journey by enabling multi-agent commerce. UCP unifies various shopping experiences across discovery, negotiation, purchase and post-purchase processes, empowering retailers to seamlessly integrate with AI agents across multiple platforms. Read this report to discover answers to these and other questions: How does UCP compare to OpenAI’s Agentic Commerce Protocol (ACP) and what does it mean for the future of agentic commerce? What role will Google’s UCP play in reshaping the retail experience from product discovery to post-purchase support? How can retailers integrate with UCP and gain visibility within Google Search and the Gemini app? What are the key benefits of UCP for retailers, including better consumer engagement, reduced cart abandonment and smoother transactions? How are major retailers like Walmart preparing for the multi-agent commerce revolution and what steps are they taking to stay competitive? Data in this research report include/are: UCP integration steps, retailer participation details, market growth projections for agentic commerce and the future role of AI in retail transactions. Companies mentioned in this report include/are: Google, Walmart, Best Buy, Target, PayPal, Shopify, Adyen and others. Other relevant research: Bullet point list of linked reports, databanks, landing pages (see below) More reports in our Agentic Commerce 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:Holiday 2025 Survey Insights: Dollar Stores and Temu Break into the Top Five RetailersUS Retail and Consumer Outlook: June 2025Analyst Corner: US Grocery Retail—Decoding the $1.6 Trillion Market, with Sujeet NaikThree Data Points We’re Watching This Week, Week 3: Retailer Focus
Analyst CornerAnalyst Corner: Alibaba’s Qwen Signals the Opening Act of China’s Agentic Commerce Revolution, with Charlie Poon Charlie Poon, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research February 1, 2026 Reasons to ReadDiscover how Alibaba’s Qwen is transforming conversational AI into agentic commerce, enabling end-to-end shopping, travel and payments across China’s largest digital ecosystem. Read this report to discover answers to these and other questions: How is Qwen leveraging Alibaba’s vast e-commerce, payments and travel platforms to execute complex, multi-step consumer journeys within a single interface? What does Qwen’s rapid scale to 100 million monthly active users reveal about product–market fit for AI-native super apps in China? How does Qwen’s agentic commerce capability compare with US initiatives such as ChatGPT’s Agentic Commerce Protocol and Google’s Universal Commerce Protocol? What are the implications of Qwen’s rise for incumbents like WeChat, Doubao and DeepSeek as they race to embed AI and protect engagement, data and monetization? Which consumer use cases—such as ordering food, booking multi-city trips and managing daily tasks—are emerging as early winners for agentic AI in China? Data in this research report include/are: User metrics for leading AI platforms (including Qwen, Doubao and DeepSeek); examples of agentic, multi-step workflows across commerce and travel; and qualitative insights from hands-on testing of Qwen’s capabilities and consumer use cases. Companies mentioned in this report include/are: Alibaba, ByteDance, DeepSeek, Tencent / WeChat, OpenAI / ChatGPT, Google 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:NRF 2025: Retail’s Big Show: Day One—Agentic AI in Focus for Nvidia; Retail Revolution for Amazon and Macy’sOnce-Highflying Allbirds Sells Itself for a SongJune 2025 US Retail Sales: Sales Expansion Remains Resilient as Most Sectors Post Positive GrowthEconomic Sentiment Hits A Two-Month Low: US Consumer Survey Insights
Store TrackerUS Store Tracker Extra: Store Openings and Closures 2025 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 January 30, 2026 Reasons to ReadDiscover the scale, sector mix and real estate implications of US store openings and closures in 2025—and what they signal for 2026. Read this report to discover answers to these and other questions: How did US store closures and openings in 2025 compare with 2024 in terms of count, square footage and average store size? Which retailers and sectors drove the highest levels of store closures and store openings in 2025? How did closure and opening activity break down by sector, from drugstores and discount stores to apparel and grocery? What role did location play—how much activity came from off-mall versus on-mall and mixed-location retailers? What level of store closures and openings does Coresight Research project for 2026? Companies mentioned in this report include: Family Dollar; Rite Aid; Dollar General. Data in this report include: annual US store closure and opening counts; square footage closed and opened; inferred average store sizes; sector-level breakdowns of closures and openings; location-based analysis (on-mall vs. off-mall); and forward-looking 2026 projections. 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:Groceryshop 2025 “Shark Reef” Startup Pitch Competition: Innovator ProfilesRolling Metric Continues Upward Trend: Weekly US Consumer Sentiment, Week 30, 2025—InfographicWeekly UK Store Openings and Closures Tracker 2026, Week 4: Malin + Goetz and Russell & Bromley File for AdministrationNRF 2025: Retail’s Big Show Wrap-Up—The Future of Retail Will Be Driven by AI, Innovation and a Commitment to Sustainability
Event PresentationCoresight Research Weekly Consumer Survey: Premium Subscriber Call Philip Moore, Head of Custom Research January 30, 2026 Reasons to ReadThe Coresight Research Weekly Consumer Survey provides vital insights into consumer behavior through ongoing research. The survey tracks US adult consumers weekly, focusing on purchasing habits, both food and non-food items, and how they engage with retailers online and offline. Key data points include consumer sentiment on finances, shopping preferences, and the impact of events like Black Friday and Valentine’s Day. By leveraging this weekly survey, Coresight delivers comprehensive consumer research, empowering businesses with up-to-date trends. The research covers various retail sectors, from grocery stores to e-commerce platforms, and offers valuable insights for understanding consumer decision-making. With almost five years of data, the survey includes interactive reports, downloadable data, and trend analyses, making it an invaluable resource for brands. Consumer insights are accessible via Coresight’s website, supporting data-driven strategies for industries aiming to understand consumer behavior. In-depth Overview of Coresight Research’s Weekly Consumer Tracker: Gain a clear understanding of how Coresight’s weekly survey tracks US consumer behavior, including purchasing patterns, sentiment, and shopping habits. This survey has been ongoing for almost five years, providing valuable historical insights. Learn About the Survey Methodology: Discover how the survey sample is selected, including how it’s designed to represent the US adult population and how it ensures reliable, actionable data with a margin of error of just +/- 2.5%. Insights on Key Consumer Trends: Understand emerging trends in shopping behavior, such as the rise of AI-driven shopping and the impact of major shopping events (e.g., Black Friday, Prime Day). This section provides data on how holidays and special events influence consumer purchasing decisions. Access to Consumer Data: Find out how to access and use Coresight’s rich dataset, including interactive graphs and downloadable reports to tailor insights to your specific business needs. The data spans across categories like apparel, beauty, and more. Exciting New Developments: Get a sneak peek at upcoming products powered by AI and machine learning that will further enrich consumer tracking, such as predictive tools for sales projections and foot traffic analysis. These tools could be key for forecasting trends and making strategic decisions. Expert Insight and Data Access: Hear directly from Philip Moore, Head of Market Research at Coresight, who shares nearly 40 years of expertise in the field, along with contact information for personalized support. 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:Consumer Sentiment Hits New Low; Many Consumers Cut Back on Eating Out Amid High Gas Prices: US Consumer Survey InsightsGroceryshop 2025 Day Three: Driving Grocery’s Future with AI, New Revenue Models and Unified VisionJune 2025 US Retail Sales: Sales Expansion Remains Resilient as Most Sectors Post Positive GrowthFour Technologies Retailers Can Use to Enchant Consumers: Insights Presented at CES 2025
Deep DiveHoliday 2025: US Retail Wrap-Up—Walmart Outpaces Amazon, Apparel Tops the Chart and Beauty Leads the Online Surge Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research January 30, 2026 Reasons to ReadCoresight Research concludes our coverage of the 2025 holiday season in US retail. We explore proprietary consumer survey data, store-visit (traffic) data, earnings updates from major retailers and retail sales data from the US Census Bureau, providing you with the key takeaways you need to start 2026. Data in this research report include: Proprietary survey data on consumers’ pre-holiday spending expectations and their reported, actual holiday spending Survey data on what categories and retailers consumers shopped during the 2025 holiday season Store traffic data for the holiday quarter by sector and retailer US total retail sales excluding gasoline and automobiles, December 2024–December 2025 US retail sales by sector, October–December 2025 Companies mentioned in this research report include: Amazon, Big Lots, Burlington Stores, Costco, Dollar General, Dollar Tree, Five Below, The Home Depot, Kohl’s, Lululemon Athletica, Macy’s, Ross Stores, Sephora, Ulta, Target, The TJX Companies, Ulta Beauty, Walmart, Temu, eBay, Etsy, Abercrombie & Fitch, American Eagle Outfitters, Urban Outfitters Other relevant research: All our coverage of US holiday retail The US Holiday Retail 2025 Databank tracks key retail metrics for the holiday season, including hiring and delivery surcharges. The 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:Singles’ Day 2025: Three Trends To Look For as AI Moves Center StageThree Data Points We’re Watching This Week, Week 7: Consumer Sentiment FocusUS Drugstore and Pharmacy Retailing: Market Forecast and Competitive Landscape—The Pharmacy ShakeoutThree Data Points We’re Watching This Week, Week 34: US Retail Sales Outlook
Store TrackerWeekly UK Store Openings and Closures Tracker 2026, Week 4: Malin + Goetz and Russell & Bromley File for Administration Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research January 30, 2026 Reasons to ReadDiscover key insights into the latest retail movements across the UK in 2026, including store openings, closures, and the impact of major industry shifts. Read this report to discover answers to these and other questions: What are the latest figures for store closures and openings in the UK for 2026 so far? Which major retailers are facing significant store closures, and which are expanding? How does the 2026 performance compare to the previous year’s retail landscape? What trends are emerging in the UK retail sector regarding store openings and closures? Which brands are seeing the most dramatic shifts in their physical retail presence? Companies mentioned in this report include: B&Q, Cavani, Edikted, Hollister, Lucy & Yak, Lululemon, Malin+Goetz, Millets, Pop Mart, Russell & Bromley, Savers, Søstrene Grene, Superdrug, The Edinburgh Woollen Mill, Trespass. 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:Weekly US Store Openings and Closures Tracker 2026, Week 16: Walmart Announces Store Opening PlanRetail 2026: 10 Trends in Retail TechnologyInnovator Profile: Relocalize—Hyper-Local Production with Autonomous Micro-Factories to Cut Costs and Reduce WasteConsumer Sentiment Flatlines Ahead of Big Tariff Reveal; Plus, Mass Merchandisers and Wholesale Clubs in Focus: US Consumer Survey Insights
Store TrackerWeekly US Store Openings and Closures Tracker 2026, Week 4: Amazon To Close All Amazon Fresh Stores as Total Closures Surge by 1,000 Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research January 30, 2026 Reasons to ReadDiscover the latest trends in store openings and closures across major US retailers and the broader retail landscape for 2026. Read this report to discover answers to these and other questions: What are the key store closures and openings announced by Amazon Fresh, Amazon Go, and Whole Foods Market? How many stores has Costco Wholesale opened, and what are the latest updates on CVS Health’s closures? How have H-E-B and Moleskine contributed to the growth of US retail through new store openings? What are the notable retail bankruptcies and how do they affect the industry landscape? Companies mentioned in this report include: Amazon Fresh, Amazon Go, Costco Wholesale, CVS Health, Harbor Freight Tools, H-E-B, Moleskine, Raley’s, The Container Store, Whole Foods Market 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: Amazon To Close Amazon Fresh and Amazon Go Grocery Chains 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:Target Financial Community Meeting 2026: Rebuilding Momentum Through Store Reinvention, Merchandising Authority, Loyalty and TechnologyEarnings Insights 4Q24, Week 3: Gucci Sales Slump 21%, Plus Updates from Ahold, Amazon, Coty and MoreUS CPG Sales Tracker: In-Store Sales Recover; Beauty Leads Growth; Online Grocery Remains StrongRetail 2025: US Macro, Consumer and Retail Outlook
Event CoverageCES 2026: Retail Track Wrap-Up—Search, Experiences, Technology and Social Media John Harmon, CFA, Managing Director of Technology Research January 29, 2026 Reasons to ReadDiscover how the retail industry is leveraging cutting-edge technologies to drive transformation and enhance the customer experience, with insights from the CES 2025 Retail Track. Read this report to uncover answers to these and other questions from CES 2026: How is AI adoption reshaping the retail landscape and what are the key ROI successes being seen? Why is search technology evolving with GenAI and Agentic Commerce, and how does this change the way consumers interact with brands? How are retailers using loyalty programs, personalization, and AI tools to create compelling and trust-based experiences? In what ways are 5G wireless and agentic AI technologies helping retailers optimize operations and improve product availability? How are social media platforms continuing to influence purchasing behavior and what strategies are early adopters using to capitalize on this shift? Data in this research report include: Data on AI adoption, recent retail ROI announcements, recent Chief AI officer appointments, AI’s contribution to GDP and several Coresight Research Surveys. Companies mentioned in this report include: Amazon, Dick’s, Intel, Lowe’s, Lululemon, LVMH, Microsoft, Ralph Lauren, Tapestry, Target, The Gap, The Home Depot, The Estée Lauder Company, The Kroger Company, Under Armour, and Walmart. Other relevant research: Retail 2026: 10 Trends in Retail Technology Agentic Commerce—How Should Retailers Leverage GEO to Maximize AI-Engine Visibility? RetailTech: Three Technologies Landlords Can Use to Take Malls to the Next Level Store of the Future: Unlocking Performance Through Innovation Holiday 2025: Navigating Social Commerce—Top Strategies for Maximizing Engagement This Holiday Season 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:JCPenney Merges with SPARC Group to Form Catalyst Brands—What It Means for US RetailThree Data Points We’re Watching This Week, Week 6: US Consumer and Retail FocusInnovator Profile: Novel—Driving Conversion and Boosting Loyalty with Branded Wallet PassesHoliday 2024: UK Retail Wrap-Up—Cautious Spending and Late Shopping Fuel Volatile Peak Trading
Insight ReportCEO Brief: 2026 US Macroeconomic Outlook—Incremental or Inflection Point? John Mercer, Head of Global Research and Managing Director of Data-Driven Research January 28, 2026 Reasons to ReadDiscover why 2026 will bring steady but uneven progress for the US consumer—and what that means for retail strategy and growth. Read this report to discover answers to these and other questions: Why will the US consumer economy remain bifurcated in 2026, rather than seeing a broad-based recovery? How will inflation, interest rates and policy changes continue to pressure lower-income households into 2027? To what extent will higher-income consumers, asset prices and the “wealth effect” drive discretionary retail growth? How will housing-market dynamics and mortgage rates shape demand in categories such as home improvement? What structural competitors—such as GLP-1 drugs—and behavioral shifts will continue to divert consumer spending? Companies mentioned in this report include: Home Depot, Lowe’s, Walmart, Kroger, Uber Eats, Uber, Postmates, Burlington Stores, Ross Stores, The TJX Companies, Temu and Shein. Data in this report include: US macroeconomic growth, inflation and interest-rate forecasts; housing-market and stock-market outlooks; migration and inbound travel trends; GLP-1 drug spending projections; and consumer sentiment by income group. Other relevant research: 2026 Sector Outlooks: Ebook 2026 Retail Predictions: US—Five Forces Powering the Next Retail Transformation 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 2025, Week 37: Bodycare Enters Administration and Closes StoresWeekly US Store Openings and Closures Tracker 2026, Week 13: Openings Down 47% Year Over YearCEO Brief: Agentic AI—Creating a Digital Workforce to Achieve Enormous Leaps in EfficiencyDrugstore Decimation: Assessing Rite Aid’s Closures, and Which Competitors Stand To Gain
Deep DiveSentiment, Tariffs and Inflation—What the Consumer Is Thinking: US Consumer Survey Insights Aditya Kaushik, Analyst January 28, 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 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. To what extent are shoppers still concerned about tariffs and how are those concerns reshaping spending habits? Which categories are seeing pull-forward demand and where might retailers expect softness later in the year? How entrenched is trading down and what specific inflation-related behaviors are dominating in food and nonfood purchases? Data in this research report include: Consumer sentiment by income and time; consumer tariff concerns and behavioral responses; shopping changes due to inflation; 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 Store Openings and Closures Tracker 2025, Week 41: Rite Aid Shuts Up Shop; Amazon Fresh Closes StoresHoliday 2025 Survey Insights: Shopping Continues To Accelerate as the Homestretch ApproachesStore Tracker Extra: US Store Openings and Closures 2024 Review and 2025 OutlookRetail-Tech Landscape: Retail Media
Insight ReportAmazon To Close Amazon Fresh and Amazon Go Grocery Chains John Mercer, Head of Global Research and Managing Director of Data-Driven Research January 27, 2026 Reasons to ReadAmazon has announced plans to close its Amazon Fresh (57 stores) and Amazon Go (15 stores) grocery chains in the US, with some conversions to Whole Foods Market stores. Discover the strategic shift at Amazon and its impact on the grocery retail landscape. Read this report to discover answers to these and other questions: What led Amazon to close its Amazon Fresh and Amazon Go stores? What is Amazon’s grocery market share? Why is Whole Foods Market positioned as Amazon’s future bet in grocery retail? What is the potential impact of these closures on Amazon’s long-term market position? How do Amazon’s physical store closures affect its broader grocery strategy? Companies mentioned in this report include: Amazon, Whole Foods Market, Aldi, Trader Joe’s, Costco. Data in this report include: Store traffic trends; US grocery market share estimates; Store distribution by state. Other relevant research: US Grocery Retailing—Market Forecast and Competitive Landscape: Nontraditional Grocers To Gain Share Amid Weak Volume Demand and Tariff Pressures Access the Coresight Research Amazon Databank, for a range of proprietary data on Amazon, with a focus on its US retail operations. 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: 10 AI Trends—An Inflection Point in the GenAI RevolutionHigh Income Consumers’ Sentiment Improves; Government Shutdown Impacting Shoppers: US Consumer Survey InsightsWeekly UK Store Openings and Closures Tracker 2025, Week 53: Nearly 1,550 Stores Opened in 2025Weekly US Store Openings and Closures Tracker 2025, Week 38: Global Names, Including LEGO, Monos and Uniqlo, Continue to Expand
Store TrackerUS Store Tracker Extra: Store Openings and Closures 2025 Review and 2026 Outlook Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research January 27, 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 US. We review calendar 2025, breaking the counts down by sector, as well as presenting our projections for 2026. We also provide estimated square-footage impacts, location types (on-mall versus off-mall) and openings/closures as a proportion of retailers’ store bases. Data in this report are: US store closure and openings count 2019-2026E Major announced US store closures and openings, 2026 US store closures and openings by sector, 2025 Breakdown of US store closures in the drugstores chain by retailer, 2025 Breakdown of US store openings in the discount-store sector by retailer, 2025 Details of announced US store closures and openings for 2025, by retailer—total closures, closures as a proportion of store base, total size (square footage) of estimated closures, predominant location type Companies mentioned in this report include: Abercrombie & Fitch Co., Albertsons Companies, Alimentation Couche-Tard Inc., Amazon.com, Inc., American Eagle Outfitters, Inc., Aritzia, Bath & Body Works, Inc., Best Buy Co., Inc., BJ’s Wholesale Club Holdings, Inc., Burlington Stores, Casey’s, Costco Wholesale, Crocs, CVS Health, Dick’s Sporting Goods, Inc., Dollar General, Dollar Tree, Five Below, Floor & Decor, H & M Hennes & Mauritz AB, Kohl’s, Koninklijke Ahold Delhaize N.V., Lowe’s Companies, Lululemon Athletica Inc, Macy’s, Inc., Ross Stores, Sprouts Farmers Market, Inc, Tapestry, Inc, Target, The Home Depot, The Kroger Co., The TJX Companies, Inc., Tractor Supply Company, Ulta Beauty, Urban Outfitters, Walmart, Williams-Sonoma. 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 Purchase this report. Buy Now This document was generated for Other research you may be interested in:Consumer Sentiment Declines as Tariffs Loom: Weekly US Consumer Sentiment, Week 28, 2025—InfographicShoptalk Spring 2025 “Shark Reef” Startup Pitch: Event Format and CompetitorsInnovator Profile: BetterBasket—Optimizing Grocery Pricing with AI-Driven InsightsFrom Prohibition to Participation: Measuring the Impact of Cannabis and Psychedelic Mushroom Legalization on Consumer Spending