Reasons to Read

Discover how retailers can defend and grow margins in 2026 despite uneven sales growth and a volatile consumer backdrop.

Read this report to uncover answers to these and other questions:

  • What macroeconomic, consumer and industry conditions will shape retail performance in 2026—and where do opportunities still exist despite ongoing volatility?
  • How can retailers drive margin expansion through store evolution, advanced technology (including agentic AI), intelligent inventory management and nonretail revenue streams such as retail media and retail-as-a-service?

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Reasons to Read

Our Sector Focus data graphics feature the latest survey findings on US retail sectors and categories. Dive into the US department 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.

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Read this report to discover:

  • Blinkit’s positioning in India’s quick commerce market
  • Blinkit’s critical operational and financial metrics, including NOV growth and gross profit
  • Blinkit’s store expansion plans
  • Blinkit CEO Albinder Dhindsa’s take on 3Q26 performance

Other relevant research:

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Reasons to Read

Our Premium Subscriber Call covered the latest insights on agentic commerce developments, including learnings from CES 2026 and NRF 2026: Retail’s Big Show. In this analyst video, discover agentic AI insights from our team: Managing Director of Technology Research John Harmon; Vice President – Advisory Anna Beller; and Strategy Consultant Jiayue Zhao.

Premium subscribers can access the full analyst video here.

Other relevant research:

  • Discover our agentic commerce reports here.
  • Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology.
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Reasons to Read

Discover the five forces set to redefine global retail in 2026—from fragmented consumer resilience and agentic AI adoption to experiential retail, supply chain agility, and the rise of retail media as a core profit engine.

Read this report to discover answers to these and other questions:

  • How are retailers across the US, the UK, India, and China adapting to uneven economic conditions and increasingly value-conscious consumers while sustaining growth?
  • Why is agentic AI becoming a baseline capability in retail, and how are leading players using it to drive conversion, automate operations, and improve decision-making at scale?
  • In what ways are physical stores evolving into experiential, technology-enabled environments—and how does this shift differ across mature and emerging markets?
  • Why is supply chain agility emerging as a critical competitive differentiator, and how are global retailers investing in AI, automation, and localized fulfillment to stay ahead?
  • How are retail media and data monetization reshaping retailer economics, and which regions are moving fastest to unlock high-margin, asset-light growth?

Companies mentioned in this report include: Alibaba Group, Amazon, DMart (Avenue Supermarts), Estée Lauder, Flipkart, JD.com, John Lewis Partnership, Reliance Retail, Sainsbury’s, Selfridges Group, Target, Tesco, Walmart and Zara (Inditex).

Data in this report include: Global and regional retail sales forecasts and YoY growth; consumer spending and inflation trends across major markets; adoption and impact of agentic AI in retail operations; experiential retail performance indicators; supply chain investment and automation trends; and retail media market size, growth rates, and monetization models across regions.

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Keep updated on the latest trends in the UK retail sector, where the number of new store openings is outpacing closures in 2026.

Read this report to discover answers to these and other questions:

  • Which retailers did we track store openings and closures for this week?
  • How do store openings and closures in 2026 compare to 2025?
  • Which retailers lead UK store openings and closures so far in 2026?

Companies mentioned in this report include: Asda, Co-op, Deichmann, Dunelm, Farmfoods, Footasylum, Free People, Home Bargains, JD Sports, Jollyes, New Look, Pop Mart, Pull&Bear, Rituals, Savers, Skechers, Smiggle, Søstrene Grene, Stradivarius, Superdrug and Under Armour.

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.

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Discover which retailers are contributing to the surge in US store openings in 2026, and which ones continue to close stores.

Read this report to discover answers to these and other questions:

  • Which retailers have been at the forefront of the most-recent store openings and closures?
  • How do trends in store closures and openings in 2026 compare to those in 2025?
  • How are retail bankruptcies tracking in 2026 versus 2025?

Companies mentioned in this report include: Daiso, Ernesta, H Mart, H-E-B, Miniso, Pop Mart, Revolve, Save A Lot, Toni Pons, Vevor, Walmart.

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:

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Unlock the future of retail with the latest insights into how advanced network connectivity is revolutionizing store operations. AI-driven, connected, and autonomous retail environments are no longer just a vision—they’re a reality, and this data graphic will show you how to stay ahead. Discover how weak or outdated networks are holding back your sales, profitability, and customer experience, and why upgrading to cutting-edge technologies like 5G SA can unlock the next level of performance.

Below are the key reasons to read this research:

  • See how network connectivity challenges (like high latency and insufficient bandwidth) are directly impacting your core business functions—inventory management, retail media, and even customer management.
  • Get the scoop on why 5G SA (Standalone), though still underutilized, is the key to scalable AI applications, unified shopper experiences, and boosted staff productivity.
  • Discover why investing in strong network connectivity is the foundation for ensuring technologies perform at peak efficiency and drive fast return on investment.
  • Understand how a modernized network will strengthen your ability to gather critical insights, streamline inventory, dynamic pricing, and enhance the customer journey.

This data graphic and the full report are made available to non-subscribers of Coresight Research through their sponsorship by T-Mobile.

Read the full free report: Powering Next-Gen Retail Stores with Advanced Network Connectivity

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Reasons to Read

Understand how resilient retail sales are shaping up amid uncertainty around tariffs, inflation and consumer sentiment. Discover proprietary, ML-driven retail sales growth projections for 2026.

Read this report to discover answers to these and other questions:

  • What retail sales growth is forecasted through the 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?

Data in this report include: US retail sales forecasts; model-predicted vs. actual retail growth; labor force, wage, and inflation metrics; consumer sentiment and disposable income trends; housing market data.

Alongside this report, you can access the data behind key charts and tables in the Excel download above.

Other relevant research:

  • Coresight Research’s monthly reports keep you up to date on retail sales (in total and by sector) and key consumer indicators in the US.
  • All our coverage of tariffs
  • The US Retail Sales Databank features retail sales values and year-over-year growth, in total and by sector, by year and by month. This Databank is updated monthly.
  • The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. Our Weekly US Consumer Sentiment infographic series complements our survey reports with selected findings on consumers’ financial and economic expectations each week.
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In this report, Coresight Research and FMI, the Food Industry Association, identify eight strategic priorities with the greatest potential to drive growth and reshape the grocery sector in 2026.

  • Learn how grocers can leverage AI, automation and data analytics to drive growth and manage challenges like rising costs and shifting consumer behavior.
  • Discover how agile supply chains, advanced forecasting and operational efficiency tools are key to maintaining profitability in a volatile market.
  • Find out how personalized loyalty programs and digital store experiences will reshape the customer journey.
  • Understand the role of technology in reducing food waste and meeting sustainability goals.

Companies mentioned in this report include: Walmart, Kroger, Sprouts Farmers Market, Wakefern, Target, Coles Group and many others.

This report is made available to non-subscribers of Coresight Research through its sponsorship by the following partners: Avery Dennison, Birdzi, Datasembly, RELEX Solutions, Simbe Robotics, Swiftly, T-Mobile for Business and Upshop.

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Reasons to Read

Discover 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.

Data in this research report include: Consumer sentiment by income and time; and retailer and category-level shopping data.

Other relevant research:  

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Reasons to Read

Our 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.

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Reasons to Read

Uncover how retailers are navigating tariff risks, inventory divergence, and digital transformation to protect margins in 3Q25.

Read this report to discover answers to these and other questions:

  • How are retailers like Ulta, Bath & Body Works, and Kohl’s adopting diverging inventory strategies in response to uneven demand and tariff pressures?
  • In what ways are tariff-driven cost timing and accounting methods distorting reported margins at companies such as Costco and Williams-Sonoma?
  • Why are value-led and club formats like Dollar Tree, Walgreens Boots Alliance, and Costco outperforming peers on inventory turnover?
  • How are early receipts and digital tools-including AI-based replenishment-shaping inventory visibility and seasonal readiness for players like Gap, Walmart, and Urban Outfitters?

Companies mentioned in this report include: Abercrombie & Fitch, Aritzia, Bath & Body Works, Best Buy, BJ’s Wholesale, Costco, CVS Health, Dollar Tree, Five Below, Gap, Home Depot, Kohl’s, Lowe’s, Macy’s, Ross Stores, Target, TJX Companies, Ulta Beauty, Urban Outfitters, Walgreens Boots Alliance, Walmart, Williams-Sonoma, and more.

Data in this report include: US retail sales growth by month; inventory turnover ratios by retailer and sector; year-over-year changes in inventory values; and commentary on strategic inventory actions across leading US retailers.

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Uncover how shifting channels, economic headwinds and consumer trends are reshaping US apparel and footwear retail.

Read this report to discover answers to these and other questions:

  • What is the 2026 growth outlook for the US apparel and footwear market—and which segments are driving it?
  • How are categories like outerwear, sportswear and innerwear expected to perform through 2029?
  • Which retail channels are gaining—and losing—market share in the evolving distribution landscape?
  • Who are the top-performing retailers and brands—and how are off-pricers, mass merchants and e-commerce platforms changing the game?
  • What macro and demographic forces—from inflation to aging consumers—are influencing demand, pricing and innovation in the sector?

Companies mentioned in this report include: Abercrombie & Fitch, Academy Sports and Outdoors, Adidas, Amazon, American Eagle Outfitters, Burlington Stores, Columbia Sportswear, Crocs, Deckers Outdoor Corporation, Designer Brands, Dick’s Sporting Goods, Foot Locker, Gap Inc., Hanesbrands, H&M, JD.com, Levi Strauss & Co., Lululemon Athletica, Macy’s, NIKE, Nordstrom, Puma, Ralph Lauren, Ross Stores, Shein, Steve Madden, Target, TJX Companies, Under Armour, Urban Outfitters, Victoria’s Secret & Co., Walmart and Wrangler.

Data in this report include: total market size and segment forecasts through 2029; e-commerce penetration trends; category-level growth rates across outerwear, sportswear, and accessories; store counts and traffic data by retailer; operating margins by retailer and brand; and results from Coresight’s June 2025 US consumer apparel and footwear survey.

Other relevant research:

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Reasons to Read

Discover how retail media will evolve into a more collaborative, standardized and full-funnel channel by 2026—and what that means for advertisers, retailers and technology providers.

Read this report to discover answers to these and other questions:

  • How large will the global retail media opportunity be in 2026, and what forces are driving its continued double-digit growth?
  • How are retail media networks evolving from performance-focused platforms into full-funnel, brand-building channels?
  • Why is in-store media emerging as the next major growth frontier, and how influential is it at the point of purchase?
  • How will measurement standardization, industry frameworks and third-party verification reshape confidence and comparability in retail media performance?
  • Why is 2026 a critical inflection point as the market shifts from rapid network proliferation to optimization and differentiation?

Companies mentioned in this report include: Interactive Advertising Bureau (IAB), Media Rating Council (MRC), Albert Heijn, Circana, Comscore and Nielsen.

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