Deep DiveHigher- and Lower-Income Consumers Drive Financial Optimism to Four-Month High: US Consumer Survey Insights Aditya Kaushik, Analyst February 10, 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 answer to this question: 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:Shoptalk Spring 2026 “Shark Reef” Startup Pitch: Event Format and CompetitorsAnalyst Corner: Navigating the “SaaSpocalypse,” with John HarmonUS Store Tracker Extra, April 2026: 30+ Million Square Feet of Retail Space To Close This YearWeekly US Store Openings and Closures Tracker 2025, Week 18: Skechers To Close Multiple Stores; Whole Foods Market To Open Smaller-Format Stores
Insight ReportUS CPG Sales Tracker: E-Commerce Jumps by One-Quarter as Online Food Sales Surge by One-Third Prerana P Kotian, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research February 10, 2026 Reasons to ReadGain valuable insights into the latest developments shaping the US CPG market, with a particular focus on the exceptional performance of the food and beauty categories. This report dives deep into CPG e-commerce growth and total sales trends, highlighting how different departments are adapting to evolving US consumer preferences and driving overall CPG sales growth in 2026. Read this report to discover answers to these and other questions: How is the CPG e-commerce growth accelerating in 2026, and what’s driving the surge in overall CPG market performance? What factors have contributed to the remarkable in-store sales growth, reaching its highest level since August 2023? How are grocery e-commerce sales and online grocery trends reshaping CPG retail and influencing total sales growth? What’s behind the outstanding food and beverage e-commerce growth and its growing share in the overall CPG market? How is the beauty category driving health and beauty e-commerce growth and contributing to the broader CPG sector performance? Companies mentioned in this report include: Amazon, Colgate-Palmolive, Procter & Gamble, TikTok, Ulta Beauty, PepsiCo, Danone, Kimberly-Clark. Data in this report include: Year-over-year growth rates for CPG e-commerce and in-store sales; Breakdown of CPG sales growth by department; Insights into food & beverage market growth and beauty category growth. Other relevant research: More reports in our US CPG Sales Tracker series 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:Innovator Profile: Selectika—Enhancing Online Product Discovery Through Intelligent Metadata EnrichmentSeasonal Shopping, 1Q25—Expectations for Valentine’s Day and Presidents’ Day: US Consumer Survey Insights Extra4Q25 Retail Inventory Insights: Execution Discipline Delivers Cleaner Holiday Exits and Turnover ImprovementConsumer Sentiment Peaks Ahead of Singles’ Day—Then Stabilizes: China Consumer Survey Insights
Store TrackerUK Store Tracker Extra: 2025 Store Openings and Closures 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 February 9, 2026 Reasons to ReadDiscover how UK retail store dynamics are shifting, with closures easing and strategic growth returning across key sectors. View this graphic to discover answers to these and other questions: Which sectors led store closures in the UK in 2025, and how do they compare to prior years? Where are retailers expanding in 2025, and which sectors saw the highest number of store openings? What does Coresight Research project for store openings and closures in 2026? Companies mentioned in this graphic include: Claire’s and Greggs. Data in this graphic include: store opening and closure counts by sector; leading retailers by net store changes; year-over-year comparisons and projections for 2026. 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:Weekly US Store Openings and Closures Tracker 2026, Week 18: Murphy USA To Open StoresSaving $4.5 Billion as “Client Zero”: Insights from the IBM “AI at Scale” Conference—From Potential to PerformanceAnalyst Corner: US Consumers’ Plans for the Memorial Day, Mother’s and Father’s Day, and the Holiday Season, with Aditya KaushikPersonal Financial Sentiment Improves Significantly: Weekly US Consumer Sentiment, Week 49, 2025—Data Graphic
Deep DivePlaybook: Retail’s Alternative Revenue Models—Monetizing Media, Data and Infrastructure John Harmon, CFA, Managing Director of Technology Research February 9, 2026 Reasons to ReadUncover how retailers can unlock alternative revenue streams to drive profitability, resilience, and growth in a competitive market. Read this report to discover answers to these and other questions: How can retailers determine the most impactful areas for monetization? What technology and vendor strategies ensure the success of new revenue sources? Why is it essential to shift from a project mentality to an operational one in managing new revenue ventures? How can diversifying revenue streams help increase resilience and growth for retailers? What ethical considerations should retailers prioritize when monetizing data and other assets? Companies mentioned in this report include: Amazon, Walmart, Kroger, Target, Home Depot, Instacart, Albertsons, Macy’s, Best Buy, Kohl’s, Ocado Group, and more. Data in this report include: Alternative revenue strategies for retail media networks, data sales/licensing, retail-as-a-service, and third-party marketplaces; Potential revenue gains and selected retailers employing these strategies; Insights into revenue contributions from memberships and credit card revenues. 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:Supply Chain Insights for Food, Drug and Mass Retail: Technology, Resilience and the Path to Stronger MarginsWeekly US Store Openings and Closures Tracker 2025, Week 29: Openings by Daiso, LEGO and TargetCES 2026: Pre-Conference Insights—Tech Markets, Key Technologies and Innovative New ProductsUS Store Tracker Extra, May 2025: Rite Aid Takes Total Closed Retail Space to Over 110 Million Square Feet
Analyst CornerAnalyst Corner: The Appeal and Power of Middle-Aged RFID Technology Continues to Pick Up Steam, with John Harmon John Harmon, CFA, Managing Director of Technology Research February 8, 2026 Reasons to ReadRead this report to discover answers to these and other questions: How is RFID technology transforming retail operations and associate efficiency? What are the latest innovations in RFID hardware and software applications for retail? How are major retailers like Walmart, Kroger, and Amazon incorporating RFID into their operations? What new developments are driving RFID adoption in the grocery sector? How can RFID improve theft prevention and shrinkage analysis in retail environments? Companies mentioned in this report include: Amazon AWS, Avery Dennison, Kroger, Sensormatic, Qualcomm, Walmart and Zebra Technologies. Data in this report include: RFID adoption trends; Retail use cases for RFID technology; Case studies of RFID implementation in grocery and retail operations. 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:Mixed Signals—Economic Optimism Continues But Consumers Feel the Strain on Personal Finances: China Consumer Survey InsightsHoliday 2025: US Consumer Survey and Retail Outlook—From Social to Smart: AI Becomes the New Driver of Holiday Discovery and ValueWeekly US Store Openings and Closures Tracker 2025, Week 29: Openings by Daiso, LEGO and TargetWeekly US Store Openings and Closures Tracker 2026, Week 9: The TJX Companies and Ross Stores Announce Store Expansions
Event PresentationCoresight Research Agenda for 2026—Retail’s Strategic Imperatives: Premium Subscriber Call John Mercer, Head of Global Research and Managing Director of Data-Driven ResearchJT Blubaugh, Senior Account Executive February 6, 2026 Reasons to ReadThe Coresight Research team outlines our comprehensive research agenda for 2026, focusing on the strategic imperatives shaping retail’s future. Macroeconomic, Consumer and Industry Conditions: What factors will shape retail performance in 2026 and where opportunities exist despite ongoing volatility Emerging Opportunities: Where retailers should focus their efforts and how they can tap into growth opportunities in a dynamic market environment Coresight Research’s 2026 Agenda: How our research program will address these critical themes and support your strategic decision-making throughout the year Other relevant research: CEO Brief: 2026 US Macroeconomic Outlook—Incremental or Inflection Point? 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:The Tech-Driven Future of US Retail: AI To Power Smarter Supply Chains, Seamless Operations and Personalized ExperiencesUS CPG Sales Tracker: CPG E-Commerce Spikes and Beauty Sales Growth Jumps, Driven by Prime Day and Competing July 2025 Sales EventsWeekly US and UK Store Openings and Closures Tracker 2025, Week 10: US Store Openings Exceed 2,000Playbook: AI for Productivity in Retail—Eight Areas of Opportunity
Store TrackerWeekly UK Store Openings and Closures Tracker 2026, Week 5: Game Over; But Aldi To Open 40 Stores Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research February 6, 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: What are the key store closures and openings for major UK retailers in 2026? How are Aldi, Co-op, and Frasers Group reshaping the UK retail scene with their store expansions and closures? How is the retail sector adjusting to shifts in consumer demand and macroeconomic factors? Companies mentioned in this report include: Aldi, Co-op, EE, Farmfoods, Frasers Group, H Beauty, H & M Hennes & Mauritz AB, Hollister, Home Bargains, IKEA, Jollyes, Lookfantastic, Marks & Spencer outlet stores, Miniso, Pop Mart, The Entertainer. 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:CEO Brief: How Retailers Should Approach Technology for the Holiday 2026 Shopping SeasonAI Insights: Tracking AI’s Biggest Shifts with the AI IMPACT FrameworkWeekly US Store Openings and Closures Tracker 2025, Week 28: Store Closures Climb by Two-Thirds vs. Last YearThree Data Points We’re Watching This Week, Week 32: US Store Tracker Extra
Store TrackerWeekly US Store Openings and Closures Tracker 2026, Week 5: Saks Global To Close Stores Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research February 6, 2026 Reasons to ReadUncover the latest retail dynamics in the US with in-depth insights into store openings, closures, and key retail shifts in 2026. Read this report to discover answers to these and other questions: How are Saks Global, Allbirds, and Anta reshaping the landscape of store closures and openings? How many stores are Sprouts Farmers Market and Lidl planning to add? How is the retail bankruptcy landscape evolving with the closures of major brand like Saks Global? Companies mentioned in this report include: Adidas, Allbirds, Anta, H & M Hennes & Mauritz AB, Lidl, Saks Global, Sprouts Farmers Market, The Brand House Collective, The Vitamin Shoppe, Tractor Supply Co. 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:The Agent Is the App: Insights from the 2026 Blue Yonder ICON ConferenceAnalyst Corner: From Models to Markets—The Accelerating Shift Toward AI Applications, with Charlie PoonLower-Income Sentiment Continues to Weaken; Plus, Off-Price and Dollar Stores in Focus: US Consumer Survey InsightsShoptalk Spring 2025 Wrap-Up: Customer-Centricity for a New Golden Age of Retail
Insight ReportDrugstore Decimation: Assessing Rite Aid’s Closures, and Which Competitors Stand To Gain Vaishnavi Nayak K, Analyst February 5, 2026 Reasons to ReadDiscover the key dynamics shaping the US drugstore sector and the strategic opportunities arising from Rite Aid’s closure. Read this report to discover answers to these and other questions: What impact will Rite Aid’s store closures have on CVS Health and Walgreens (Walgreen Co.)? How does CVS Health’s proximity to Rite Aid stores compare to that of Walgreen Co.? What geographical areas will be most affected by Rite Aid’s shutdown? Why are major drugstore chains closing stores and how will this shape the future of the sector? Companies mentioned in this report include: CVS Health, Walgreen Co. Data in this report include: store closures data, geographic proximity of stores, store estate analysis, market share potential, industry trends. Other relevant research: US Drugstore and Pharmacy Retailing: Themes, Concepts and Innovators—Rightsizing for Relevance; Smaller Footprints for a Bigger Impact US Drugstores and Pharmacies: Real Estate Insights—Closures Lead to 8 Million Square Feet of Shuttered Retail Space in 2024 Aldi vs. Lidl US Store Openings: Mapping Retail Real Estate Changes with the Store Intelligence Platform 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:4Q24 Earnings Season Wrap-Up: Widespread Positive Sales Growth Recorded This QuarterRapid Adoption of GenAI in Shopping: A Barometer for Agentic Commerce—Data GraphicPersonal Financial Sentiment Hits Six-Month Low: Weekly US Consumer Sentiment, Week 48, 2025—Data GraphicMusic Festivals: A Key Opportunity for Retail Brand Engagement
Store TrackerUS Store Tracker Extra, January 2026: More than 24 Million Square Feet of Retail Space Slated To Open This Year Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research February 5, 2026 Reasons to ReadDiscover insights into the shifting retail landscape and upcoming trends with the 2026 US Store Tracker Extra. Read this report to discover answers to these and other questions: How do 2026 US store closures compare to the same period in 2025? What are the leading companies driving retail space closures and their impacts? Which retailers are expanding their presence with the most new store openings in 2026? How does the retail bankruptcy landscape look for 2026 compared to 2025? Companies mentioned in this report include: Abercrombie & Fitch Co., Academy Sports and Outdoors, Aerie, Aldi, Amazon.com, Inc., American Signature, Inc., Aritzia, Barnes & Noble, Bass Pro Shops, BJ’s Wholesale Club, Boot Barn, Buc-ee’s, Burlington Stores, Carter’s, Inc., Casey’s, Costco Wholesale, CVS Health, Destination XL Group, Dillard’s, Dollar General, Dollar Tree, Ernesta, Five Below, Francesca’s, GameStop, Guess?, H Mart, H & M Hennes & Mauritz AB, Harbor Freight Tools, Havertys, H-E-B, Hermès, IKEA, Jack & Jones, JCPenney, J.Jill, JD Sports plc, La Sportiva, L.L.Bean, Lowe’s, Macy’s, Inc., Miniso, Moleskine, Natural Grocers, NEXT plc, Nordstrom, Inc., Ocean State Job Lot, Ollie’s Bargain Outlet, PacSun, Piggly Wiggly, Pop Mart, Raley’s, REI, Revolve, Saks Off 5th, Salomon, Save A Lot, Scheels, SKIN1004, Snow Peak, Target, The Buckle, The Container Store, The Kroger Co., The TJX Companies, Inc., Tilly’s, Toni Pons, Torrid, Tractor Supply Company, Ulta Beauty, Uniqlo, Urban Outfitters, Inc., Vallarta Supermarkets, Vessi, Victoria’s Secret, Walgreens Co., Walmart, Wayfair Inc., WHSmith. 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:Analyst Corner: Are You Ready for the Future of Physical Retail? Three Trends in US Retail Real Estate, with Anand KumarSingles’ Day 2025: Three Trends To Look For as AI Moves Center StageAnalyst Corner: Three Themes Transforming US Apparel and Footwear Retail in 2025, with Anand KumarThe State of US Consumer Sentiment: Insights Presented at NARG Spring Meeting 2025
Store TrackerUK Store Tracker Extra: 2025 Store Openings and Closures Review and 2026 Outlook Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research February 5, 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 UK. We review calendar 2025, breaking the counts down by sector, as well as present our projections for 2026. Data in this report are: Will UK retailers open more stores than they close in 2026? How did store openings and closures trend across the UK retail sector in 2025? Which retail sectors led store closures in 2025, and which drove new openings? Which retailers were the biggest contributors to store closures and expansions? Companies mentioned in this report include: Abercrombie & Fitch Co., Amazon, Animal, Bath & Body Works, Birkenstock, Crocs, H & M Hennes & Mauritz AB, JD Sports Fashion Plc, Levi’s , Lululemon Athletica , Marks & Spencer , Next plc , Nike , Puma, Ralph Lauren , Sephora, Tesco PLC , The TJX Companies, Timberland, Uniqlo, Urban Outfitters, Whole Foods Market, and Zara. 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. US Store Tracker Extra: Store Openings and Closures 2025 Review and 2026 Outlook 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:The Agent Is the App: Insights from the 2026 Blue Yonder ICON ConferenceWeekly UK Store Openings and Closures Tracker 2026, Week 21: Morrisons To Close StoresCES 2026: The Keynotes—AI Everywhere: In Factories, Wearables, and Industrial and Consumer ProductsUS Store Tracker Extra, November 2025: Burlington Stores Takes Total Opened Retail Space to 88 Million Square Feet
InfographicSector Focus: Beauty Retailing—Data Graphic Aditya Kaushik, Analyst February 5, 2026 Reasons to ReadOur Sector Focus data graphics feature the latest survey findings on US retail sectors and categories. Dive into the US beauty 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:Weekly UK Store Openings and Closures Tracker 2025, Week 26: River Island To Close 30+ StoresInnovator Profile: Flock AI—AI-Native Platform for Visual Content GenerationDepartment Stores in Focus; Plus, Consumer Sentiment Latest: US Consumer Survey InsightsHoliday 2025 Survey Insights: Shopping Continues To Accelerate as the Homestretch Approaches
Deep DiveSeasonal Shopping, 1Q26—Expectations for Valentine’s Day and Presidents’ Day: US Consumer Survey Insights Extra Aditya Kaushik, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research February 4, 2026 Reasons to ReadThe Coresight Research monthly US Consumer Survey Insights series offers a more detailed or specific take on trends and data from our weekly surveys of US consumers. This month, we continue our quarterly Seasonal Shopping series. The appendix of this report provides results on consumers’ shopping behaviors from our weekly survey questions aggregated in four-week increments over the past few months. Discover how US consumers are expected to spend on Valentine’s Day and President’s Day and the holiday season 2026. Read this report to discover answers to these and other questions: What are consumers’ spending expectations for calendar events in the first quarter of 2026 (1Q26): Valentine’s Day and Presidents’ Day. The preview of the end-of-year holiday season with an early outlook on shoppers’ spending plans and preferences. Data in this research report include: Consumer spending expectations for Valentine’s Day and Presidents’ Day, consumers’ spending expectations for the 2026 holiday season and monthly retailer and category-level shopping data. Companies mentioned in this research report include: Amazon, Publix, Target, Walmart 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:Three Data Points We’re Watching This Week, Week 14: What US Consumers Think About TariffsRolling Metric Sentiment Declined This Week: Weekly US Consumer Sentiment, Week 36, 2025—InfographicAnalyst Corner: Agentic Commerce Is Progressing at Warp Speed, with John HarmonShoptalk Spring 2026 Wrap-Up: Retail Insights Centered on AI Successes and Results
Insight ReportChinese New Year 2026: Four Trends To Expect for the Year of the Horse Sophie Anne Luo, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research February 4, 2026 Reasons to ReadUncover the evolving dynamics of consumer behavior and retail trends during Chinese New Year 2026. Read this report to discover answers to these and other questions: How will the longer CNY 2026 holiday impact consumer spending patterns? What is driving higher travel demand during CNY 2026 and how will it influence destination markets? How is instant commerce changing the retail landscape during the holiday season? What are the implications of the rise in experience-driven consumption for brands and retailers? How does the longer, more flexible holiday period reshape the traditional CNY retail cycle? Data in this research report include/are: China total retail sales projections through 2029; travel demand trends for CNY 2026 showing growth in both domestic and outbound bookings; instant retail market growth through 2026; experience-driven consumption trends; and shifts in consumer behavior towards emotional fulfillment and culturally enriched products. Companies mentioned in this report include/are: Umetrip, Qunar, IKEA, Dingdong Fresh. Other relevant research: China Singles’ Day 2025 Insights: Participation Rises but Spending Becomes More Selective Amid Tariffs, Value-Seeking and Platform Shifts Analyst Corner: The Labubu Craze—Revealing How Gens Z and Alpha Are Redefining Retail, with Charlie Poon 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 2: Saks Files for Bankruptcy; Macy’s To Close More Stores; Amazon Plans New Superstore2Q25 Retail Inventory Insights: Diverging Strategies Amid Tariff Impacts in the Pre-Holiday Build-UpInnovator Profile: Chimeable—Generating Authentic Reviews and Scaling User Videos Through Social Media Syndication2026 Sector Outlook: US Home and Home-Improvement Retailing—Pro-Led, Tech-Enabled Growth Shaping the US Home and Home-Improvement Market
Deep DiveConsumer Sentiment Shows Modest Improvement in January: China Consumer Survey Insights Madhav Pitaliya, Analyst February 4, 2026 Reasons to ReadThe Coresight Research monthly China Consumer Survey Insights series takes a regular temperature check on Chinese consumers’ behaviors and sentiment, based on exclusive proprietary survey data. In this research report, we present findings from our latest weekly surveys, with the most recent undertaken on January 26, 2026. We spotlight developments in consumer sentiment on the economic and financial outlooks. Read this report to discover answers to these key questions: How has consumer sentiment in China evolved in January, and what does the slight uptick in economic optimism suggest about consumer outlook for 2026? How are consumers’ financial expectations shaping their purchasing behaviors and budgeting strategies? What impact has early 2026 optimism had on consumer confidence, and what can retailers expect as they plan for the year ahead? Data in this research report includes: Consumers’ expectations for economic conditions and personal finances over the next 12 months, showing how optimism has evolved. Changes in personal financial situations compared to 12 months ago, shedding light on shifts in consumer wealth perceptions. Consumer activities over the past two weeks, highlighting engagement levels and emerging trends. Purchasing behaviors, with insights into what consumers are buying in-store and online during the survey period. Other relevant research: Read the full series of China Consumer Survey Insights The Coresight Research China Retail Sales Databank brings together retail sales data to help you understand the trajectory of retail in China. Interested in more consumer survey analysis? Check out our US Consumer Survey Insights 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:Apparel and Footwear Shopping in Focus—Amazon and Walmart Lead; NIKE Ranks as Top Brand: US Consumer Survey InsightsJCPenney Merges with SPARC Group to Form Catalyst Brands—What It Means for US RetailWeekly US Store Openings and Closures Tracker 2025, Week 52: Pacsun Plots Major US Expansion DriveShoptalk Spring 2025: Day One—Creating Value Is Critical to Success; Tech-Powered Personalization Permeates Panel Discussions
