Insight ReportJanuary 2026 US Retail Sales: Stable Growth Trajectory Consistent with ML Projections Prerana P Kotian, Data Analyst Sector Lead: Philip Moore, Head of Custom Research March 16, 2026 Reasons to ReadUsing data from the US Census Bureau, we analyze US retail sales in January 2026, in total and by sector, along with estimated retail-only inflation trends. Data in this research report are: Year-over-year changes in US total retail sales (excluding gasoline and automobiles), January 2025–January 2026 Year-over-year changes in retail sales by sector, December 2025 and January 2026 Estimated retail-only inflation (year-over-year % change), August 2025–January 2026 Other relevant research: Our monthly reports keep you up to date on retail sales (in total and by sector) and key consumer indicators in the US. Complementing our monthly reports, the Coresight Research US Retail Sales Databank brings together retail sales data to help you understand the scale and trajectory of US 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:Consumer Sentiment Stabilizes Following Trade Talks and Rate Cut: US Consumer Survey InsightsChinese New Year 2025: New Trends—Domestic Travel and Subsidy-Boosted SpendingAgentic Payments Are Open for Business: Insights from Stripe Sessions 2026Weekly US Store Openings and Closures Tracker 2026, Week 21: JCPenney To Close Stores
Insight ReportUS Consumer Sentiment Amid the Middle East Energy Shock John Mercer, Head of Global Research and Managing Director of Data-Driven Research March 16, 2026 Reasons to ReadRead this report to understand our latest data and analysis on the implications of the Iran/Middle East energy shock, with a focus on the US consumer and retail. How is US consumer financial and economic sentiment trending, in total and for different income groups? How do gasoline price rises compare to those following the start of the 2022 Ukraine conflict? What are the learnings around shopper traffic from 2022? How much would rising gasoline prices cost US consumers and what is one potential multibillion-dollar offset for higher gasoline prices? Related Reports: CEO Brief: Iran Energy Shock—US Consumer Economy and Retail Impacts 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:Earnings Insights 4Q24, Week 4: Birkenstock, Hermès, Sprouts and More Post Double-Digit Growth—InfographicFinancial Sentiment Falls to 14-Month Low Ahead of Reciprocal Tariffs, But Policy Measures Aim to Stabilize Economy: China Consumer Survey InsightsCEO Brief: Agentic AI—Creating a Digital Workforce to Achieve Enormous Leaps in EfficiencyConsumer Sentiment Peaks Ahead of Singles’ Day—Then Stabilizes: China Consumer Survey Insights
Analyst CornerAnalyst Corner: Navigating the “SaaSpocalypse,” with John Harmon John Harmon, CFA, Managing Director of Technology Research March 15, 2026 Reasons to ReadDiscover how the rise of agentic AI is reshaping the future of SaaS and its impact on investors and enterprises. Every Analyst Corner also includes a roundup of research and data published that week, as well as highlighting upcoming reports to look out for from Coresight Research. Read this report to discover answers to these and other questions: What is driving the recent decline in SaaS stocks like Adobe, Salesforce, and ServiceNow? How is agentic AI transforming enterprise software and boosting productivity? Can agentic AI truly replace established SaaS solutions, or are there limitations? What role does domain-specific knowledge play in the potential replacement of SaaS by AI? How are leading SaaS companies, like Oracle, integrating AI into their platforms to drive growth? Companies mentioned in this report include: Adobe, Salesforce, ServiceNow, Microsoft, Block, Oracle Other relevant research: The Agentic AI Playbook: How to Redefine Retail with Intelligent Autonomy All Analyst Corners 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:Financial Sentiment Recovers; Tariff Pessimism Improves; Inflationary Trade-Down Persists: US Consumer Survey InsightsInnovator Profile: MUSE Inc.—Transforming Retail Operations with Intelligent Store RobotsTariff Pessimism Cools; Inflationary Trade-Down Persists: US Consumer Survey Insights ExtraEconomic Sentiment Climbs; Walmart Overtakes Lowe’s in Home-Improvement Sector: US Consumer Survey Insights
Event PresentationUS Consumer Sentiment Amid the Energy Shock: Premium Subscriber Call John Mercer, Head of Global Research and Managing Director of Data-Driven Research March 13, 2026 Reasons to ReadWe discuss US consumer sentiment, potential shopper reactions and implications for retailers amid the Middle East energy shock. This presentation is from our Premium Subscriber Call of March 13, 2026. Read the report from this presentation 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:CEO Brief: Intelligent Inventory—Achieving Inventory ExcellenceBehind the Low Prices: Assessing Cross-Border Competition between Shein, Temu and Amazon HaulTarget’s Supply Chain Reset: What Jeff England’s Appointment Means for Its Turnaround AheadBlack Friday 2025 Around the World: Global Retail Observations
Insight ReportImpact of Saks Store Closures on Competitors: Strategic Opportunities and Proximity Analysis Vaishnavi Nayak K, Analyst Sector Lead: Philip Moore, Head of Custom Research March 13, 2026 Reasons to ReadExplore the key trends shaping the retail industry in the wake of Saks Global’s downsizing and find insights into how competitors may capitalize on these shifts from its store closures. Read this report to discover answers to these and other questions: What impact will Saks’ department store closures have on competitors such as Macy’s and Nordstrom? How does Macy’s proximity to Saks Fifth Avenue locations compare to Nordstrom’s? Which off-price competitors see the greatest proximity to closing Saks OFF 5TH stores? Which geographical areas will be most affected by Saks’ closures? What opportunities exist for department and off-price retailers such as Marshalls, Ross Dress for Less and T.J. Maxx in response to closures across the Saks Fifth Avenue, Saks OFF 5TH and Neiman Marcus banners? Companies mentioned in this report include: Saks Global Holdings LLC, Macy’s, Nordstrom, Marshalls, Ross Dress for Less, T.J. Maxx. Data in this report include: store closures data, geographical proximity of stores, store estate analysis, market share potential, industry trends. Other relevant research: Weekly US Store Openings and Closures Tracker 2026, Week 6: US Store Closures Cross 2,000 Drugstore Decimation: Assessing Rite Aid’s Closures, and Which Competitors Stand To Gain 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:December 2025 US Retail Sales: Strong Conclusion to Holiday Season, with 4% GrowthWeekly US Store Openings and Closures Tracker 2026, Week 3: 457-Store Francesca’s Reportedly LiquidatingHoliday 2025: US Retail Wrap-Up—Walmart Outpaces Amazon, Apparel Tops the Chart and Beauty Leads the Online SurgeThree Data Points We’re Watching This Week, Week 32: US Store Tracker Extra
Store TrackerWeekly UK Store Openings and Closures Tracker 2026, Week 10: The Original Factory Shop Continues Store Closures Aaron Mark Dsouza, Data Analyst Sector Lead: Philip Moore, Head of Custom Research March 13, 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: How many store closures and openings have UK retailers announced year to date in 2026, and how do these totals compare with the same period in 2025? Which retailers are driving the latest changes in our 2026 data set? How do full-year 2025 store closures and openings compare with 2026 year-to-date trends? Companies mentioned in this report include: Aubin, Boots, Crocs, Garage, Iceland, Marks & Spencer, Menarys, Mountain Warehouse, Poundstretcher, Primark, Space NK, Victoria’s Secret. Data in this report include: week-by-week comparisons of UK store closures and openings for 2026 and 2025; rankings of major retailers by total store closures; rankings of major retailers by total store openings; tabulated confirmed versus planned store activity by retailer and sector. 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:Consumer Sentiment Shows Signs of Improvement Amid Temporary Tariff Reduction: China Consumer Survey InsightsConsumer Sentiment Improves Entering the New Year: US Consumer Survey InsightsThe US Consumer: Inflation, Gas Prices, Sentiment and Learnings from Earnings SeasonUS Store Tracker Extra, September 2025: Ollie’s Bargain Outlet and Alimentation Couche-Tard Add 3+ Million Square Feet to Total Opened Retail Space
Store TrackerWeekly US Store Openings and Closures Tracker 2026, Week 10: US Store Openings Gain Momentum—BJ’s, Burlington Stores, Abercrombie & Fitch and More Aaron Mark Dsouza, Data Analyst Sector Lead: Philip Moore, Head of Custom Research March 13, 2026 Reasons to ReadUncover the latest shifts in the retail landscape and stay ahead of key trends that impact store openings, closures, and the broader consumer market. Read this report to discover answers to these and other questions: What are the top store openings and closures in the US for 2026 so far? Which retailers are expanding in 2026, and which brands are downsizing? How do store closures and openings compare between 2025 and 2026 in key retail sectors? Companies mentioned in this report include: Bape; Camping World; Abercrombie & Fitch Co., American Eagle Outfitters, Bath & Body Works, Beams, BJ’s Wholesale Club, Burlington Stores, Carolina Herrera, Casey’s, Costco Wholesale, Fugazi, Grocery Outlet Holding, Jack & Jones, Lidl, Neiman Marcus, Nordstrom, Primark, Princess Polly, Saks Fifth Avenue, The Fresh Market, The Gap Inc, Victoria’s Secret, 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: 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:Weekly US Store Openings and Closures Tracker 2026, Week 1: Retailers Announce More Than 1,000 Store Openings for 2026Weekly UK Store Openings and Closures Tracker 2026, Week 11: Toolstation and Whole Foods Market To ExpandSector Focus: Off-Price Shopping—Data GraphicThree Data Points We’re Watching: Will Stock Market Volatility Impact US Consumer Spending?
Innovator ProfileInnovator Profile: SocialQ AI—AI-powered social media strategy and content management platform Abhinav Tagore, Analyst Sector Lead: Steven Winnick, Vice President—Innovator Services March 12, 2026 Reasons to ReadDiscover how SocialQ AI is transforming social media strategy with AI-powered content creation. Read this report to discover answers to these and other questions: How does SocialQ AI’s platform help brands create social media content at scale while maintaining a consistent brand voice? What role does AI play in automating content creation for social media platforms like Instagram, TikTok, and Twitter? How can SocialQ AI help brands adapt content to different platforms and audiences for more effective social media campaigns? How does SocialQ AI enable brands to test messaging and respond quickly to trends and engagement patterns? Other relevant research: The Latest Shoptalk Insights from Coresight Research 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:Financial Sentiment Falls to Record Low, Driven by Sharp Declines Across Income Groups: US Consumer Survey InsightsInnovator Profile: Sotira—Monetizing Surplus Inventory with Automated Compliance, Logistics and Resale ChannelsUS CPG Sales Tracker: Weather-Driven Surge Fades, In-Store Sales DeclineHighlights from NextGen 2025: Retail, Real Estate & the New Consumer—Infographic
Innovator ProfileInnovator Profile: ShopSight—Consumer co-creation platform for product trend discovery Abhinav Tagore, Analyst Sector Lead: Steven Winnick, Vice President—Innovator Services March 12, 2026 Reasons to ReadDiscover how ShopSight is transforming product development with AI-driven consumer co-creation. Read this report to discover answers to these and other questions: How does ShopSight’s platform enable consumers to actively participate in product development through design challenges and feedback loops? What role does AI play in aggregating consumer signals to identify emerging product trends and consumer demand? How can ShopSight help brands refine product strategies by capturing insights earlier in the development cycle? How does ShopSight’s generative AI platform support brands in making data-driven decisions during product development? Other relevant research: The Latest Shoptalk Insights from Coresight Research 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:Analyst Corner: US Consumer Sentiment Varies by Age and Income—Uncovering Demographic Trends, with Aditya KaushikUS Retail Sales Outlook: Our Retail Growth Outlook Score Strengthens, SlightlyRetail-Tech Landscape: Retail MediaWeekly US Store Openings and Closures Tracker 2025, Week 22: Store Closures Up by 57%
Innovator ProfileInnovator Profile: RateRunners—Platform providing visibility and reconciliation for parcel shipping costs Abhinav Tagore, Analyst Sector Lead: Steven Winnick, Vice President—Innovator Services March 12, 2026 Reasons to ReadDiscover how RateRunners is revolutionizing parcel shipping cost visibility and reconciliation. Read this report to discover answers to these and other questions: How does RateRunners’ platform automate parcel billing reconciliation and provide visibility into shipping costs? What role does centralizing parcel billing data play in improving shipping cost management across carriers and logistics providers? How can businesses use RateRunners’ system to identify discrepancies between billed and contracted shipping rates? How does RateRunners enable unified shipping expense monitoring across multiple 3PLs and carriers? Other relevant research: The Latest Shoptalk Insights from Coresight Research 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:Shoptalk Spring 2026 “Shark Reef” Startup Pitch: Preview—10 Innovators Driving Customer Experience and Operational EfficienciesCanada Store Openings and Closures Tracker 2025: Best Buy, Dollarama and Loblaw Companies Lead Openings at the Start of the YearConsumer Sentiment Stabilizes Following Trade Talks and Rate Cut: US Consumer Survey InsightsSNAP Policy Changes and Funding Cuts: Impact on Retailers
Innovator ProfileInnovator Profile: Merchkit—AI-powered product catalog automation platform Abhinav Tagore, Analyst Sector Lead: Steven Winnick, Vice President—Innovator Services March 12, 2026 Reasons to ReadLearn how Merchkit is automating product catalog management with AI. Read this report to discover answers to these and other questions: How does Merchkit’s AI-powered platform streamline product data management and merchandising workflows for retailers? What are the key benefits of centralizing product data and catalog updates within a single system? How can Merchkit’s automation tools help brands generate product listings and descriptions across multiple sales channels? What role does AI play in standardizing product attributes and improving collaboration across merchandising teams? Other relevant research: The Latest Shoptalk Insights from Coresight Research 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:Adapting to Tariff Pressures: Strategies for Retail SuccessMay 2025 US Retail Sales: Core Sales Growth Proves Solid Despite Pull-Forward of PurchasesUS CPG Sales Tracker: E-Commerce Sales Surge, Outpacing In-Store GrowthRetail 2025: US Macro, Consumer and Retail Outlook
InfographicSector Focus: Dollar Store Shopping—Data Graphic Aditya Kaushik, Analyst March 11, 2026 Reasons to ReadOur Sector Focus data graphics feature the latest survey findings on US retail sectors and categories. Dive into the US dollar store 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:March 2026 US Retail Sales Outlook: Forecasting Continued Growth with Gradual SofteningRetail Earnings Insights, 3Q25: Premium Subscriber CallShoptalk Fall 2025 Day Three: From Constraints to Catalysts—Technology Driving the Next Era of RetailUS Store Tracker Extra, June 2025: 120+ Million Square Feet of Retail Space To Close This Year, Outpacing Openings by Over 1.5X
Innovator ProfileInnovator Profile: Flock AI—AI-Native Platform for Visual Content Generation Coresight Research Sector Lead: Steven Winnick, Vice President—Innovator Services March 11, 2026 Reasons to ReadDiscover how Flock AI is transforming visual content creation for retail brands. Read this report to discover answers to these and other questions: How does Flock AI’s platform enable retailers to generate large volumes of visual content without traditional photoshoots? What role does AI play in learning a brand’s visual identity and generating content tailored to brand guidelines? How can Flock AI help retailers create multiple visual variations for different channels, audiences, and merchandising needs? What are the key benefits of using AI-native content generation for product listings, marketing campaigns, and digital storefronts? Other relevant research: The Latest Shoptalk Insights from Coresight Research 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:The Grocery Technology Playbook: Eight Strategic Priorities To Stay Ahead in 20262026 Retail Predictions: Global—Five Forces Redefining Retail Performance WorldwideDollar Tree To Divest Family Dollar: Here’s What It Means—Consumer + Real Estate Data AnalysisGlobal Luxury—Real Estate Insights: Brands Move from Tenants to Landlords, with Innovative, Experience-Rich Flagships
Innovator ProfileInnovator Profile: Ethosphere—Turning Retail Sales-Floor Conversations Into Operational Insights Coresight Research Sector Lead: Steven Winnick, Vice President—Innovator Services March 11, 2026 Reasons to ReadLearn how Ethosphere is turning in-store conversations into actionable operational insights. Read this report to discover answers to these and other questions: How does Ethosphere’s voice AI platform capture and analyze in-store conversations to improve retail operations? What role does conversation data play in understanding employee engagement and customer interactions on the sales floor? How can retailers use structured insights from store-level conversations to enhance employee coaching and improve performance? How does Ethosphere help retailers identify trends and patterns in how store associates handle customer inquiries? Other relevant research: The Latest Shoptalk Insights from Coresight Research 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:Rolling Metric Declines This Week: Weekly US Consumer Sentiment, Week 34, 2025—InfographicFrom Policy to Accountability: Key Takeaways from the Boston Tech Week AI Governance SessionAnalyst Corner: Are You Ready for the Future of Physical Retail? Three Trends in US Retail Real Estate, with Anand KumarSeasonal Shopping, 4Q25—Early Spending Momentum Sets the Tone for the Holiday Season: US Consumer Survey Insights Extra
Innovator ProfileInnovator Profile: Coframe—Using AI-Driven Experimentation to Optimize Digital Storefront Performance Coresight Research Sector Lead: Steven Winnick, Vice President—Innovator Services March 11, 2026 Reasons to ReadDiscover how Coframe is revolutionizing website optimization with AI-powered experimentation. Read this report to discover answers to these and other questions: How does Coframe’s AI platform optimize digital storefronts and drive higher engagement and conversion rates? What are the benefits of automating website experimentation compared to traditional A/B testing methods? How does Coframe use user behavior data to generate and test new website variations automatically? How can retailers increase experimentation cycles and improve website performance more frequently with Coframe’s platform? Other relevant research: The Latest Shoptalk Insights from Coresight Research 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 Sentiment Improves: Weekly US Consumer Sentiment, Week 50, 2025—Data GraphicHow US Consumers Are Shopping for Groceries: Prioritizing Value, Convenience and Private Labels Amid Macroeconomic PressuresWeekly UK Store Openings and Closures Tracker 2025, Week 48: M&S To Open Up to 500 New Food StoresRolling Metric Declines This Week: Weekly US Consumer Sentiment, Week 34, 2025—Infographic
