Store TrackerWeekly US Store Openings and Closures Tracker 2025, Week 51: Retailers Announce More Than 1,000 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 ReadDiscover which retailers are contributing to the surge in US store closures in 2025, and which ones continue to expand their presence. 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 U.S.? 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: Birkenstock, Build-A-Bear Workshop, Calvin Klein, Casey’s, Destination XL Group, Guizio, Howard’s Appliances, Tanishq, Topologie, Vera Bradley and Wawa. 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:November 2025 US Retail Sales: Positive but Muted Holiday Growth2026 Sector Outlook: US Beauty Retailing—Fragrance, GLP-1 and Science-Led Innovation To Drive ExpansionAnalyst Corner: Constrained Consumers Could Soon “Get to the Goods” Again—Evolving In-Store Loss Prevention, with John HarmonHoliday 2025 Survey Insights: Holiday Shopping Jumps As Shutdown Impact Fades
Insight ReportHoliday 2025: US Holiday Retail Homestretch—Strong Total Demand (So Far), with Price-Driven Players Entrenching Structural Gains John Mercer, Head of Global Research and Managing Director of Data-Driven Research December 18, 2025 Reasons to ReadUnderstand the holiday season in US retail so far: Which retailers are winning share of shoppers, and which retailers are playing catch-up? What does shopper traffic to physical stores tell us? What sector trends have we seen and what does that tell us about consumer spending? How does the data so far update our view on the holiday season for US retail? Data in this research report include: Retail sales data by sector; which retailers consumers have made holiday purchases from; shopper visitation data for companies and sectors Companies mentioned in this report include: Amazon, Costco, Dollar General, Dollar Tree, TJX, Ulta Beauty, Walmart Other relevant research: 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:US Store Tracker Extra: Store Openings and Closures 2025 Review and 2026 OutlookFive Ways AI Is Being Used in Luxury Retailing—and What’s NextUS Store Openings and Closures Midyear 2025 Review and Outlook: Where Does Retail Real Estate Stand in a Year of Disruption?2026 Sector Outlook: US Department Stores Retailing—A Slowing Decline amid Strategic Reset
InfographicFinancial Sentiment Turns Positive: Weekly US Consumer Sentiment, Week 51, 2025—Data Graphic Coresight Research December 18, 2025 Reasons to ReadThe Weekly US Consumer Sentiment Infographic series from Coresight Research provides a one-page data graphic on US consumers’ sentiment toward personal financial prospects and economic prospects. Data in this infographic are: US consumers’ expectations for the economy overall and for their own personal financial situation over the next 12 months—the latest six months of weekly trend data Selected callouts on key changes and data points Other relevant research: The full US Consumer Survey Insights reports from which these graphics feature highlights The accompanying US Consumer Survey Databank All Weekly US Consumer Sentiment infographics (The series launched in early March 2025.) 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 Improves Entering the New Year: US Consumer Survey InsightsThree Data Points We’re Watching This Week, Week 24: Consumer Sentiment Improves: US vs. ChinaThree Data Points We’re Watching This Week, Week 20: Cross-Border Players Don’t Prevent Amazon Reaching New Highs in ApparelWeekly UK Store Openings and Closures Tracker 2025, Week 35: Marks & Spencer and New Look To Close Stores
Infographic2026 Sector Outlook: US Apparel and Footwear Retailing—Moderate Growth in a Stabilizing Macro Environment Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research December 18, 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 forces reshaping US apparel and footwear retail in 2026—from consumer shifts to AI-powered innovation. Read this report to discover answers to these and other questions: How is the US apparel and footwear market projected to grow in 2026, and what macro factors could influence consumer spending? What are the key sector drivers and challenges, and how are categories like athleisure and comfortwear performing? Which trends—like GLP-1 use, generative AI and immersive retail—are set to shape consumer behavior and retail strategies? What surprising factors are influencing brand loyalty among apparel shoppers? Companies mentioned in this report include: Walmart, Ralph Lauren, Shein, Temu, Dick’s Sporting Goods, Lululemon Athletica, DXL (Destination XL). Data in this report include: US apparel and footwear market size and growth forecasts; category growth performance; GLP-1 consumer behavior trends; AI adoption rates in retail; and shopper sentiment on value and loyalty. 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:May 2025 US Retail Sales Outlook: Projecting 3% Growth Amid Low Sentiment and Front-Loaded PurchasesEconomic Sentiment Climbs; Walmart Overtakes Lowe’s in Home-Improvement Sector: US Consumer Survey InsightsCoresight Research Agenda for 2026—Retail’s Strategic Imperatives: Premium Subscriber CallHigh-Tech Retailing—Four Technologies That Retailers Can Use to Enchant Consumers: Insights from the Retail Track at CES 2025
Infographic2026 Sector Outlook: US CPG—Volume Growth, GLP-1 Influence and Digital Acceleration To Drive CPG Growth Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research December 18, 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 how health, AI, and premiumization are reshaping the US CPG sector in 2026. Read this report to discover answers to these and other questions: How are AI and automation transforming product development, supply chain efficiency, and consumer engagement across major CPG brands? Why are health-driven innovations, such as low-sugar and high-protein products, becoming central to growth strategies? How is the rise of GLP-1 medications influencing consumer preferences in nutrition and functional beverages? What’s driving the continued shift toward premium products, and how are companies catering to quality-seeking consumers in personal care and snacks? Companies mentioned in this report include: PepsiCo, P&G, Colgate-Palmolive, Kimberly-Clark, Danone, Coca-Cola. Data in this report include: growth forecasts for the US CPG sector; AI-powered innovations in product development and marketing; trends in health-conscious consumer behavior; volume vs. price-driven growth; insights into supply chain and operational efficiency. 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 Months to Singles’ Day 2025: Simplified Promotions, Government Support and Payment Ecosystem Convergence To Fuel GrowthHoliday 2025: Government Shutdown-Related Reduction in SNAP, Other Payments and Salaries Could Meaningfully Impact US Holiday SpendingAnalyst Corner: Chinese Consumers Still Embrace International Brands—If Those Brands Deliver: Three Key Findings from a New Study, with John HarmonHigh-Income Consumers’ Financial Sentiment Reaches New Peak: Weekly US Consumer Sentiment, Week 24, 2025—Infographic
Deep Dive3Q25 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 Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research December 18, 2025 Reasons to ReadRead this report to discover answers to these and other questions: Which retail categories and sectors led year-over-year sales growth, and which struggled amid macroeconomic pressures? How did performance vary across sectors such as apparel, beauty, grocery and home improvement? What proportion of companies beat or missed consensus revenue and EPS estimates—and what does it reveal about consumer health? How are major players responding to inflation and tariffs through pricing, sourcing, and supply chain strategies? What are retailers forecasting for 4Q25 and the full fiscal year across categories, regions and channels? Companies mentioned in this report include: Adidas, Alibaba, Amazon, Burberry, Burlington Stores, The Coca-Cola Company, Costco Wholesale, CVS Health, Dollar General, Dollar Tree, eBay, Five Below, The Gap Inc., The Home Depot, JD.com, Levi Strauss & Co., Lowe’s, Macy’s, Nestlé, PepsiCo, Procter & Gamble, Richemont, Target, The TJX Companies, Under Armour, VF Corporation, Walgreens Boots Alliance, Walmart and many more. Data in this report include: Revenue and EPS growth by company and sector; year-over-year changes in total revenue across 14 retail sectors; sales and comps performances vs. consensus estimates; company-level forward guidance. 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:US Apparel & Footwear Retailing—Themes, Concepts and Innovators: AI, Value, GLP-1 and More To Drive Apparel TransformationWeekly US Store Openings and Closures Tracker 2026, Week 2: Saks Files for Bankruptcy; Macy’s To Close More Stores; Amazon Plans New SuperstoreEssential Guide to Shoptalk Spring 2025: Navigating the Future of Customer-Centric Retail with AI and Unified CommerceThe Agentic AI Playbook: Insights Presented by Deborah Weinswig at NRF 2025: Retail’s Big Show APAC
Event CoverageCES 2026 Preview: A Guide to What Retailers Should See and Do John Harmon, CFA, Managing Director of Technology Research December 18, 2025 Reasons to ReadPlan your CES 2026 attendance and discover these and more with Coresight Research at CES 2026: If you’re interested in the future of retail, the retail track offers an essential overview of the cutting-edge trends reshaping the industry. Discover the next big thing in tech by exploring the startups revolutionizing industries globally. Stay up to date with the game-changing announcements and insights from top global leaders in tech, media and industry. Coresight Research will bring you direct insights into the latest general and automotive tech products, helping you stay on the cutting edge and spot the next big trends. Stay tuned for our upcoming 2026 retail-technology outlook, which will be published at the outset of CES Companies mentioned in this report include: AMD, Intel, Lenovo, Nvidia, Zebra Technologies. 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 35: US Home and Home-Improvement FocusSingles’ Day 2025 Around the World—Global ObservationsShoptalk Spring 2025 “Shark Reef” Startup Pitch: Recap—12 Innovators, Two WinnersGroceryshop 2025 “Shark Reef” Startup Pitch Competition: Innovator Profiles
Infographic2026 Sector Outlook: US Mass Merchandisers, Warehouse Clubs and Discount Retailers—Warehouse Clubs To Lead Growth amid Sustained Value-Seeking Behavior Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research December 17, 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 the key forces reshaping the US mass retail landscape in 2026 and beyond. Read this report to discover answers to these and other questions: What growth is forecast for the sector, and which retail format is expected to lead in 2026? How are macroeconomic pressures and evolving consumer behaviors shaping the challenges and opportunities for value-focused retailers? What three themes are defining the strategic priorities for mass merchandisers, warehouse clubs and discount retailers in the coming year? Why is the influx of affluent shoppers into discount stores a potential game-changer for the sector? How are scale, technology and private-label strategies positioning mass retailers to consolidate share and outpace sector specialists? Companies mentioned in this report include: Walmart, Target, BJ’s Wholesale, Costco, Sam’s Club, Big Lots, Dollar General, Dollar Tree, Family Dollar, Five Below, Ollie’s Bargain Outlet, Amazon, Shein and Temu. Data in this report include: Forecasted year-over-year growth and sector size; retailer-reported category sales trends; store expansion plans; survey data on AI adoption in shopping. 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:2026 Sector Outlook: US Beauty Retailing—Fragrance, GLP-1 and Science-Led Innovation To Drive ExpansionPersonal Financial Sentiment Improves Significantly: Weekly US Consumer Sentiment, Week 49, 2025—Data GraphicThe New AI Unicorn—Reka AI Secures $110 Million from NVIDIA and Snowflake: What You Need to KnowDepartment Stores in Focus; Plus, Consumer Sentiment Latest: US Consumer Survey Insights
Infographic2026 Sector Outlook: US Department Stores Retailing—A Slowing Decline amid Strategic Reset Aditya Kaushik, Analyst December 17, 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 forces reshaping US department store retail in 2026. Read this report to discover answers to these and other questions: How is the US department store market projected to grow in 2026, and what macro factors could influence consumer spending? What are the key sector drivers and challenges? Which trends are set to shape consumer behavior and retail strategies? What surprising factors are influencing shoppers? Companies mentioned in this report include: Walmart, Macy’s, Kohl’s, Amazon, The TJX Companies Data in this report include: US department store market size and growth forecasts; category growth performance; consumer behavior trends; and shopper sentiment convenience. 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:US Store Tracker Extra, January 2025: 50+ Million Square Feet of Retail Space Slated To Close This YearRetail Crime and Shrink: US Shoppers Concerned About Theft Pushing Up Prices; Shoplifting Surges to Record Levels in EnglandWeekly US Store Openings and Closures Tracker 2025, Week 42: 40 New Openings for Ross Stores Reflect Off-Price EncroachmentRetail Crime and Shrink: Lawmakers Step Up Enforcement; Retailers Double Down on Technology Deployments
Insight ReportOctober 2025 US Retail Sales: Strong Start to the Holiday Quarter Despite Government Shutdown and Dwindling Consumer Sentiment Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research December 17, 2025 Reasons to ReadIn October 2025, US retail sales (excluding gasoline and automobile sales) increased by 4.5%, a slight slowdown from the previous month. Using data from the US Census Bureau, we analyze US retail sales in October 2025, in total and by sector. Data in this research report are: Year-over-year changes in US total retail sales (excluding gasoline and automobiles), October 2024– October 2025 Year-over-year changes in retail sales by sector, September and October 2025 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: Government Shutdown-Related Reduction in SNAP, Other Payments and Salaries Could Meaningfully Impact US Holiday SpendingUS Retail in the Rest of 2025: Normalized Demand and Leaner Inventories Ahead of a High-Stakes Holiday SeasonRetail Crime and Shrink: More Shoppers Say No to Locked-Up Merchandise; Self-Checkout Gets a MakeoverAgentic Commerce: How Retailers Can Employ OpenAI’s Agentic Commerce Protocol To Unleash a True AI Shopping Agent
Event CoverageSaving $4.5 Billion as “Client Zero”: Insights from the IBM “AI at Scale” Conference—From Potential to Performance John Harmon, CFA, Managing Director of Technology Research December 17, 2025 Reasons to ReadCoresight Research attended and participated in the “AI at Scale: From Potential to Performance” event in December 2025, organized by IBM. Read this report to: Understand the transformative potential of AI by 2030 and how IBM is leveraging generative and agentic AI to accelerate business capabilities. Learn about IBM’s achievement in AI adoption and its significant impact on productivity, saving $4.5 billion annually. Discover the challenges faced by physical stores in the age of agentic commerce and mobile search. Companies mentioned in this report include: IBM, SAP 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 2024: US Retail Wrap-Up—Apparel and Amazon Dominate SpendingWeekly US Store Openings and Closures Tracker 2026, Week 5: Saks Global To Close StoresConsumer Sentiment Falls Further After Stock-Market Sell-Off; Plus, Social Commerce in Focus: US Consumer Survey InsightsUS CPG Sales Tracker: E-Commerce Growth Strengthens in December 2025, Driven by Beauty and Food; Homecare Sees Strong Recovery
Deep DiveHoliday 2025 Survey Insights: Shopping Continues To Accelerate as the Homestretch Approaches Aditya Kaushik, Analyst December 16, 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 are the latest signals are we seeing in holiday shopping behaviors and which retailers are winning holiday-season share? Where are consumers shopping for holiday products and how are discount and convenience players performing? What product categories are leading 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, Ross Stores, Sam’s Cub, 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:US Store Tracker Extra, May 2025: Rite Aid Takes Total Closed Retail Space to Over 110 Million Square FeetEarnings Insights 1Q25, Week 6: Costco Wholesale, Deckers Outdoor and Ulta Beauty Report Growth While Department Stores Face Challenges—InfographicThree Data Points We’re Watching This Week, Week 11: US CPG E-Commerce LatestEconomic Optimism at Five-Month Low; Holiday Shopping Slows: US Consumer Survey Insights
Deep DiveFinancial Sentiment Turns Positive Ahead of Rate Cut: US Consumer Survey Insights Aditya Kaushik, Analyst December 16, 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 7: Aldi and Skechers USA Announce Store Expansion Plans; Joann To Close 500 StoresWeekly US Store Openings and Closures Tracker 2026, Week 8: Floor & Decor, Sprouts Farmers Market and The Home Depot Announce Store ExpansionTransforming Beauty Retail: AI Across the Value Chain, from Innovation to PersonalizationWeekly US Store Openings and Closures Tracker 2026, Week 9: The TJX Companies and Ross Stores Announce Store Expansions
Infographic2026 Sector Outlook: US Drugstore Retailing—Strong Volume Growth amid Margin Pressure Aditya Kaushik, Analyst December 16, 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 forces reshaping US drugstore retail in 2026. Read this report to discover answers to these and other questions: How is the US drugstore and pharmacies market projected to grow in 2026, and what macro factors could influence consumer spending? What are the key sector drivers and challenges? Which trends are set to shape consumer behavior and retail strategies? What surprising factors are influencing shoppers? Companies mentioned in this report include: Walmart, CVS Health, Walgreens, Amazon, Kroger, Albertsons Companies Data in this report include: US drugstore and pharmacies market size and growth forecasts; category growth performance; consumer behavior trends; and shopper sentiment convenience. 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:AWS Re:Invent 2025: Five Insights from a Flood of Agentic AI Announcements by AmazonCEO Brief: Early Holiday 2026 US Retail ExpectationsThree Data Points We’re Watching This Week, Week 6: US Consumer and Retail FocusThree Data Points We’re Watching This Week, Week 28: US Retail and Consumer Latest
Infographic2026 Sector Outlook: US Beauty Retailing—Fragrance, GLP-1 and Science-Led Innovation To Drive Expansion Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research December 16, 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 how science, AI and wellness are reshaping the future of US beauty retail in 2026. Read this report to discover answers to these and other questions: How are AI technologies transforming both beauty product development and retail experiences across major players? Why are science-backed ingredients and clinically validated formulations becoming central to innovation strategies? In what ways is the aging US population driving long-term demand in skincare and related categories? What’s behind the continued rise of fragrance, and how are retailers using it to capture Gen-Z and premium demand? Companies mentioned in this report include: Ulta Beauty, L’Oréal, Estée Lauder, e.l.f. Beauty, Coty, Bath & Body Works, Beiersdorf. Data in this report include: growth forecasts for the US beauty sector; AI implementation in retail and product innovation; category growth trends in skincare, fragrance and wellness; consumer behavior across social commerce and omnichannel fulfillment. 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 OpeningsFinancial Optimism Hits Six-Month High; Consumers Adapt to Tariffs and Inflation: US Consumer Survey InsightsHigh Hopes—Heightened Economic Optimism Entering the New Year: US Consumer Survey InsightsWeekly UK Store Openings and Closures Tracker 2025, Week 13: Kingfisher Announces Store Expansion Plans; Whole Foods Opens New London Store
