Reasons to Read

Discover the five forces set to redefine Indian retail in 2026—from quick commerce to expanding non-metro consumption and AI-led transformation. This report is part of our global 2026 Retail Predictions series.

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

  • How are India’s quick commerce leaders shifting focus from growth at all costs to profitability through higher AOV and tighter cost control?
  • Why are Tier-3 and 4 cities becoming the next frontier for retail expansion, and how are major players localizing formats and assortments?
  • In what ways will improved macroeconomic conditions, such as lower inflation and better credit access, lift consumer spending across India?
  • How is the rise of agentic AI changing the game in retail, enabling end-to-end automation in discovery, checkout and service?
  • Why is the supply chain emerging as the key competitive advantage in Indian retail—and how are leaders investing to stay ahead?

Companies mentioned in this report include: Blinkit, Swiggy Instamart, Trent (Zudio), Reliance Retail (Yousta, Reliance Digital), ABFRL (Style Up), DMart (Avenue Supermarts), Flipkart, Amazon India

Data in this report include:
India’s projected total retail sales and YoY growth; quick commerce profitability and dark store expansion; retail footprint growth in Tier-3/4 cities; macroeconomic indicators including GDP, inflation, and liquidity; retailer adoption and deployment of agentic AI solutions.

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Reasons to Read

Our report from the pre-conference sessions at CES 2026 includes:

  • Tech markets to decelerate slightly but remain solid
  • AI everywhere remains a persistent and growing theme
  • Longevity means quality of life as much as long life
  • Industrial technology is a growing focus at CES
  • CES unveiled showcases compelling emerging consumer electronics products

Data in this research report are: The market forecast for the US consumer electronics industry in 2026.

Companies mentioned in this report include: NVIDIA, Qualcomm.

Other relevant research:

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Reasons to Read

Discover 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:  

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Reasons to Read

Discover how Europe’s retail landscape is evolving in 2026 amidst geopolitical uncertainty, economic pressures, and technological advances. This report is part of our global 2026 Retail Predictions series.

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

  • What are the geopolitical risks and economic challenges shaping European retail in 2026?
  • How will agentic AI transform the consumer shopping experience and retailer operations across Europe?
  • What does the future of physical retail stores look like in an era of expanding digital commerce?
  • What strategies are European retailers adopting to mitigate cybersecurity risks amplified by automation?
  • How will retail-as-a-service (RaaS) and retail media generate new revenue opportunities for Europe’s top retailers?

Companies mentioned in this report include: Adidas, Frasers Group, Harrods, Honeywell, Ingenuity, Inditex, Kering, LVMH, Marks & Spencer, Next, Ocado, Sainsbury’s, Tesco, The Co-op, TikTok, Zalando, H&M.

Data in this report include: Retail sales projections; GDP growth estimates; Retailer adoption of AI technologies; Cybersecurity risk assessments; Retail media revenue growth estimates.

Other relevant research:

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Reasons to Read

Uncover how agentic commerce is reshaping the retail media landscape and why retailers must adapt to AI-driven shopping experiences.

This report will provide answers to the following questions:

  • How is the rise of agentic commerce transforming the traditional retail media model, and what are the key disruptions?
  • What strategies can retailers adopt to balance human-targeted advertising with AI-driven agentic commerce?
  • How are major players like Amazon and Walmart positioning themselves with their own AI shopping agents, and what impact does this have on data ownership?
  • What are the new ad formats emerging in AI shopping environments, and how can retailers leverage them for more dynamic consumer engagement?
  • How will partnerships with third-party AI engines affect the future of retail media networks, and what new business models will emerge?

Data in this research report include: Growth trends in AI shopping, consumer adoption of AI shopping agents, Amazon’s AI initiatives.

Companies mentioned in this report include: Amazon, Walmart, Etsy, Shopify, OpenAI, Microsoft, Salesforce.

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Reasons to Read

Discover five predictions poised to reshape the US retail landscape in 2026—driving growth, boosting efficiency and unlocking new revenue models in a rapidly evolving market. This report is part of our global 2026 Retail Predictions series.

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

  • How will stabilizing economic conditions impact consumer demand, and which retail segments stand to benefit most?
  • How is Agentic Commerce boosting conversion, speed and spending across retailers?
  • How are tech-powered, experiential stores driving significant revenue and operational gains beyond traditional formats?
  • Why is supply chain agility becoming a critical competitive edge—and how are top retailers building smarter, faster networks?
  • How are retail media, data monetization and RaaS unlocking high-margin growth, reshaping retailer economics from the inside out?

Companies mentioned in this report include: Amazon, Coupang, DoorDash, Estée Lauder, GrubMarket, Instacart, Kroger, Target, Walmart and Wesco.

Data in this report include: US retail sales forecasts; AI adoption in retail and store intelligence; consumer use of generative AI; supply chain impact data; retail media market size and profit margin analysis.

Other relevant research:

  • Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology.
  • 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 Market Sizes Databank offers an overview of key retail market or sector sizes, including Coresight Research projections for future years.
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Reasons to Read

Understand the key themes shaping retail and technology at CES 2026.

Read this week’s Analyst Corner to discover answers to these and other questions:

  • What are the major retail technology topics featured in CES 2026’s dedicated retail track?
  • How are global startups—including from Israel—bringing innovation to CES, and where can they be found?
  • Which keynote speakers and companies are leading the conversation on industrial, tech and media innovation in 2026?
  • What exclusive product showcases will the Coresight Research team cover, and what kinds of technologies will be on display?

Other relevant research:

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Reasons to Read

Our 2026 Sector Outlooks Ebook provides forward-looking data, insights and conclusions for US retail sectors.

This ebook includes data graphics covering 10 retail sectors or categories: 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. For each sector, we include sector scale and growth estimates, headwinds and tailwinds, major sector themes, notable data and our forward-looking perspective.

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Uncover how generative AI is rapidly transforming the shopping journey and reshaping the future of agentic commerce.

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

  • How quickly are shoppers adopting GenAI for their shopping journeys—and how satisfied are they with the experience?
  • What percentage of US consumers are currently using, planning to use, or interested in using GenAI for shopping?
  • How has retail’s GenAI adoption rate compared to other industries in 2025?
  • What does the explosive growth in weekly ChatGPT usage signal about readiness for AI-driven commerce?

Data in this research report include/are: weekly active ChatGPT users; GenAI retail adoption rates; consumer usage trends and satisfaction levels with GenAI in shopping.

Companies mentioned in this report include/are: OpenAI

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Reasons to Read

Keep updated on the latest trends in the UK retail sector, where the number of new store openings is still outpacing closures in 2025, along with new data for 2026.

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

  • Which retailers have been responsible for the rise in openings and closures this week, and what factors are influencing these decisions?
  • How do the store openings and closures in 2025 compare to 2024, and what are the key trends driving the year‑on‑year changes?
  • Which retailers lead UK store opening and closure in 2026?

Companies mentioned in this report include: Byredo, Dreams, Neom.

Data in this report include: weekly totals of UK store closures and openings for 2025 and 2024; retailer-level breakdowns of announced versus confirmed closures/openings.

Other relevant research:

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Reasons to Read

Discover which retailers are contributing to the surge in US store closures in 2025, and which ones continue to expand their presence, along with new data for 2026.

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

  • Which retailers have led the way in the most recent store closures and openings throughout the US?
  • How do the trends in store closures and openings in 2025 compare to those in 2024, and what insights can be drawn from these patterns?
  • Which retailers lead US store opening and closure in 2026?

Companies mentioned in this report include: Hobby Lobby, Petsmart.

Data in this report include: weekly totals of US store closures and openings for 2025 and 2024; retailer-level breakdowns of announced versus confirmed closures/openings; total store counts by retailer; total US retail bankruptcies year to date.

Other relevant research:

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Reasons to Read

Keep updated on the latest trends in the UK retail sector, where the number of new store openings is still outpacing closures in 2025, along with projections for store openings and closures in 2026.

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

  • Which retailers have been responsible for the rise in openings and closures this week, and what factors are influencing these decisions?
  • How do the store openings and closures in 2025 compare to 2024, and what are the key trends driving the year‑on‑year changes?
  • Which retailers lead UK store opening and closure in 2026?

Companies mentioned in this report include: Free People, Holland & Barrett, Kiltane, Oak & More, White Stuff.

Data in this report include: weekly totals of UK store closures and openings for 2025 and 2024; retailer-level breakdowns of announced versus confirmed closures/openings.

Other relevant research:

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Reasons to Read

Discover which retailers are contributing to the surge in US store closures in 2025, and which ones continue to expand their presence, along with projections for store openings and closures in 2026.

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

  • Which retailers have led the way in the most recent store closures and openings throughout the US?
  • How do the trends in store closures and openings in 2025 compare to those in 2024, and what insights can be drawn from these patterns?
  • Which retailers lead US store opening and closure in 2026?

Companies mentioned in this report include: Alo Yoga, Bottega Veneta, Pacsun, Save A Lot, The Card Vault, Zales.

Data in this report include: weekly totals of US store closures and openings for 2025 and 2024; retailer-level breakdowns of announced versus confirmed closures/openings; total store counts by retailer; total US retail bankruptcies year to date.

Other relevant research:

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Reasons to Read

Understand how India’s 2026 festival and retail calendar creates year-round opportunities to drive demand across categories and channels.

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

  • Which religious, cultural and national holidays in 2026 will have the greatest impact on consumer spending in India?
  • How do major festivals such as Holi, Diwali, Eid and Navratri shape category-specific promotional strategies?
  • What role do large-scale e-commerce events—such as Amazon Prime Day and Flipkart’s G.O.A.T sale—play in India’s promotional calendar?
  • When should retailers plan seasonal sales, back-to-school campaigns and end-of-season clearances to maximize impact?
  • How can brands align promotions with regional festivals like Onam and Ganesh Chaturthi to capture localized demand?

Companies mentioned in this report include: Amazon, Flipkart.

Data in this report include: Annual calendar of Indian festivals and holidays; timing of major online shopping events; seasonal sales periods and clearance cycles; category-level promotional opportunities tied to religious, national and regional celebrations.

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Reasons to Read

Discover how China’s 2026 retail calendar aligns cultural tradition with modern shopping festivals to maximize promotional impact.

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

  • Which traditional festivals and public holidays in 2026 will drive the biggest retail and promotional opportunities in China?
  • How do major e-commerce shopping festivals—from Chinese New Year to Singles’ Day—shape consumer spending patterns throughout the year?
  • Which holidays present the strongest opportunities for specific retail sectors such as apparel, beauty, home, gifting, and electronics?
  • How can brands time promotions around travel peaks, family-oriented festivals, and romance-led shopping moments?
  • Where do Western-origin events like Black Friday and Christmas fit into China’s evolving consumer calendar?

Companies mentioned in this report include: Alibaba (Tmall, Taobao), JD.com, Suning.com, Amazon.

Data in this report include: Annual calendar mapping of Chinese festivals and holidays; timing and duration of major online shopping festivals; sector-specific promotional opportunities by holiday; seasonal consumer behavior patterns tied to travel, gifting, and family occasions.

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