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:Sentiment; Tariff Perceptions; Inflation Reactions—Taking the Consumer Pulse on Essentials: US Consumer Survey InsightsKering and L’Oréal Finalize Strategic Partnership—Multibrand Luxury and Beauty Firms Focused on Core CapabilitiesWeekly UK Store Openings and Closures Tracker 2025, Week 30: Marks & Spencer Opens Airside Food StoresHoliday Shopping Starts in the Summer: Tariffs Trigger Ultra-Early Holiday Shopping in 2025—Data Graphic
Event CoverageAI Playbook: Content & Cocktails at NRF 2026 Event—Moving Forward in Deploying AI Charlie Poon, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research February 4, 2026 Reasons to ReadExplore how AI is reshaping retail at the AI Playbook: Content & Cocktails event at NRF 2026, with key insights into the future of agentic commerce and its transformative potential. This report provides answers to critical questions such as: How can retailers implement AI in layers, starting with foundational improvements like forecasting and replenishment before moving to more complex applications like hyper-personalization and autonomous decision-making? What organizational and cultural shifts are necessary to successfully scale AI initiatives, and how do these changes drive measurable business outcomes, such as reducing returns by 10% without even using AI? How are leading brands and retailers like Nike, Tesco, and Dollar General leveraging AI to improve operations, enhance customer experiences, and optimize inventory management across channels? What challenges are retailers facing when transitioning from traditional e-commerce to AI-driven, agent-first commerce models, and how can they optimize product discoverability for AI agents rather than search engines? How does AI amplify human expertise in physical stores, transforming them into service hubs rather than just transactional spaces, and why is customer experience more important than margin protection in building long-term loyalty? Data in this research report include: Insights from leading retail executives, case studies of AI adoption in retail, and practical recommendations for overcoming organizational and technological barriers to successful AI deployment. Companies mentioned in this report include: Alvanon, Bridgestone, Dollar General, Nike, PacSun, Tesco and Ubi. 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 19: Store Closures Down 25% Year Over YearWeekly UK Store Openings and Closures Tracker 2025, Week 22: Marks & Spencer Announces Additional Store OpeningsThe Beauty Conversion Architecture: From Discovery to Purchase—Powering Beauty Companies’ Growth in 2025 and BeyondWeekly US and UK Store Openings and Closures Tracker 2025, Week 10: US Store Openings Exceed 2,000
Deep DiveEconomic Sentiment Hits A Two-Month Low: US Consumer Survey Insights Aditya Kaushik, Analyst February 3, 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 answers to these and other questions: What are the latest shifts in consumer sentiment towards personal finances and the economy? Which income groups are driving those changes? What categories are consumers buying and where are they shopping? 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:Analyst Corner: Decoding the Resurgence of Online Grocery Retail in the US, with Sujeet NaikUS Consumer Sentiment Amid the Middle East Energy ShockWeekly US and UK Store Openings and Closures Tracker 2025, Week 1: Big Lots Set to Keep Some Stores Open in 2025Tariff Pessimism Cools; Inflationary Trade-Down Persists: US Consumer Survey Insights Extra
Deep DivePlaybook: Strategic Responses for Brands and Retailers to the GLP-1 Consumer Boom Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research February 3, 2026 Reasons to ReadDiscover how GLP-1 medications are reshaping US consumer behavior—and what leading retailers must do to respond. Read this report to discover answers to these and other questions: How are GLP-1 users changing what—and how—they buy across grocery, wellness and apparel categories? Why are private-label brands uniquely positioned to capture growth from GLP-1 consumer behavior shifts? What sizing, inventory and service strategies should apparel retailers adopt as body-size volatility rises? How can pharmacies evolve from transactional hubs to loyalty-driving wellness centers for GLP-1 users? In what ways can retailers reinvent in-store foodservice to meet demand for protein-rich, portion-controlled meals? Companies mentioned in this report include: Amazon, ASOS, Conagra Brands, CVS Caremark, Danone, Eli Lilly, Destination XL Group, Gap Inc./Old Navy, Kroger, Marks & Spencer, Nestlé, Novo Nordisk, PepsiCo, Reformation, Target and Walmart. Data in this report include: GLP-1 market size and growth projections; grocery basket value and item changes among GLP-1 users; consumer lifestyle and dietary shifts; apparel size transitions and preferred services; pharmacy support preferences; and evolving foodservice consumption patterns. 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:US CPG Sales Tracker: Weather-Driven Surge Fades, In-Store Sales DeclineUS Store Tracker Extra, March 2025: US Total Closed Retail Space Exceeds 100 Million Square FeetWeekly UK Store Openings and Closures Tracker 2026, Week 16: The Original Factory Shop Shutters All StoresAnalyst Corner: Agentic AI Will Change Shopping and Selling, with John Harmon
Deep DiveAgentic Commerce—Google’s Universal Commerce Protocol Invokes “Multiplayer Mode” Charlie Poon, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research February 2, 2026 Reasons to ReadThis report explores the game-changing impact of Google’s Universal Commerce Protocol (UCP), an open standard designed to transform the shopping journey by enabling multi-agent commerce. UCP unifies various shopping experiences across discovery, negotiation, purchase and post-purchase processes, empowering retailers to seamlessly integrate with AI agents across multiple platforms. Read this report to discover answers to these and other questions: How does UCP compare to OpenAI’s Agentic Commerce Protocol (ACP) and what does it mean for the future of agentic commerce? What role will Google’s UCP play in reshaping the retail experience from product discovery to post-purchase support? How can retailers integrate with UCP and gain visibility within Google Search and the Gemini app? What are the key benefits of UCP for retailers, including better consumer engagement, reduced cart abandonment and smoother transactions? How are major retailers like Walmart preparing for the multi-agent commerce revolution and what steps are they taking to stay competitive? Data in this research report include/are: UCP integration steps, retailer participation details, market growth projections for agentic commerce and the future role of AI in retail transactions. Companies mentioned in this report include/are: Google, Walmart, Best Buy, Target, PayPal, Shopify, Adyen and others. Other relevant research: Bullet point list of linked reports, databanks, landing pages (see below) More reports in our Agentic Commerce 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:Analyst Corner: US Apparel and Footwear Retailing—Key Distribution Channel Shifts in 2026What Is the AI Supply Chain Supercycle? AI Insights with the IMPACT Framework—June 2026Weekly US Store Openings and Closures Tracker 2025, Week 46: Boll & Branch Nearly Doubles Its Store CountConsumer Sentiment Declines as Tariffs Loom: Weekly US Consumer Sentiment, Week 28, 2025—Infographic
Analyst CornerAnalyst Corner: Alibaba’s Qwen Signals the Opening Act of China’s Agentic Commerce Revolution, with Charlie Poon Charlie Poon, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research February 1, 2026 Reasons to ReadDiscover how Alibaba’s Qwen is transforming conversational AI into agentic commerce, enabling end-to-end shopping, travel and payments across China’s largest digital ecosystem. Read this report to discover answers to these and other questions: How is Qwen leveraging Alibaba’s vast e-commerce, payments and travel platforms to execute complex, multi-step consumer journeys within a single interface? What does Qwen’s rapid scale to 100 million monthly active users reveal about product–market fit for AI-native super apps in China? How does Qwen’s agentic commerce capability compare with US initiatives such as ChatGPT’s Agentic Commerce Protocol and Google’s Universal Commerce Protocol? What are the implications of Qwen’s rise for incumbents like WeChat, Doubao and DeepSeek as they race to embed AI and protect engagement, data and monetization? Which consumer use cases—such as ordering food, booking multi-city trips and managing daily tasks—are emerging as early winners for agentic AI in China? Data in this research report include/are: User metrics for leading AI platforms (including Qwen, Doubao and DeepSeek); examples of agentic, multi-step workflows across commerce and travel; and qualitative insights from hands-on testing of Qwen’s capabilities and consumer use cases. Companies mentioned in this report include/are: Alibaba, ByteDance, DeepSeek, Tencent / WeChat, OpenAI / ChatGPT, Google Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for Other research you may be interested in:The Agentic AI Playbook: Insights Presented by Deborah Weinswig at NRF 2025: Retail’s Big Show APACAnalyst Corner—Key Tech Themes at CES 2025 and NRF 2025, with John HarmonWeekly UK Store Openings and Closures Tracker 2025, Week 47: Store Openings Exceed 1,500Agentic Commerce—How Should Retailers Leverage GEO to Maximize AI-Engine Visibility?
Store TrackerUS Store Tracker Extra: Store Openings and Closures 2025 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 January 30, 2026 Reasons to ReadDiscover the scale, sector mix and real estate implications of US store openings and closures in 2025—and what they signal for 2026. Read this report to discover answers to these and other questions: How did US store closures and openings in 2025 compare with 2024 in terms of count, square footage and average store size? Which retailers and sectors drove the highest levels of store closures and store openings in 2025? How did closure and opening activity break down by sector, from drugstores and discount stores to apparel and grocery? What role did location play—how much activity came from off-mall versus on-mall and mixed-location retailers? What level of store closures and openings does Coresight Research project for 2026? Companies mentioned in this report include: Family Dollar; Rite Aid; Dollar General. Data in this report include: annual US store closure and opening counts; square footage closed and opened; inferred average store sizes; sector-level breakdowns of closures and openings; location-based analysis (on-mall vs. off-mall); and forward-looking 2026 projections. 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:NextGen 2025 Highlights: Coresight Research Premium Subscriber Call, July 2025Weekly US Store Openings and Closures Tracker 2025, Week 12: Forever 21 To Close All Stores; Dollar General Announces Major Store Expansion PlanUS Retail—Real Estate Insights: Embracing Small Store Formats, Immersive Experiences and Emerging TechnologiesTarget Financial Community Meeting 2026: Rebuilding Momentum Through Store Reinvention, Merchandising Authority, Loyalty and Technology
Event PresentationCoresight Research Weekly Consumer Survey: Premium Subscriber Call Philip Moore, Head of Custom Research January 30, 2026 Reasons to ReadThe Coresight Research Weekly Consumer Survey provides vital insights into consumer behavior through ongoing research. The survey tracks US adult consumers weekly, focusing on purchasing habits, both food and non-food items, and how they engage with retailers online and offline. Key data points include consumer sentiment on finances, shopping preferences, and the impact of events like Black Friday and Valentine’s Day. By leveraging this weekly survey, Coresight delivers comprehensive consumer research, empowering businesses with up-to-date trends. The research covers various retail sectors, from grocery stores to e-commerce platforms, and offers valuable insights for understanding consumer decision-making. With almost five years of data, the survey includes interactive reports, downloadable data, and trend analyses, making it an invaluable resource for brands. Consumer insights are accessible via Coresight’s website, supporting data-driven strategies for industries aiming to understand consumer behavior. In-depth Overview of Coresight Research’s Weekly Consumer Tracker: Gain a clear understanding of how Coresight’s weekly survey tracks US consumer behavior, including purchasing patterns, sentiment, and shopping habits. This survey has been ongoing for almost five years, providing valuable historical insights. Learn About the Survey Methodology: Discover how the survey sample is selected, including how it’s designed to represent the US adult population and how it ensures reliable, actionable data with a margin of error of just +/- 2.5%. Insights on Key Consumer Trends: Understand emerging trends in shopping behavior, such as the rise of AI-driven shopping and the impact of major shopping events (e.g., Black Friday, Prime Day). This section provides data on how holidays and special events influence consumer purchasing decisions. Access to Consumer Data: Find out how to access and use Coresight’s rich dataset, including interactive graphs and downloadable reports to tailor insights to your specific business needs. The data spans across categories like apparel, beauty, and more. Exciting New Developments: Get a sneak peek at upcoming products powered by AI and machine learning that will further enrich consumer tracking, such as predictive tools for sales projections and foot traffic analysis. These tools could be key for forecasting trends and making strategic decisions. Expert Insight and Data Access: Hear directly from Philip Moore, Head of Market Research at Coresight, who shares nearly 40 years of expertise in the field, along with contact information for personalized support. 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 Store Openings and Closures Tracker 2025, Week 48: American Signature, Bed Bath & Beyond and Saks To Close Stores2026 Sector Outlook: Global and US Luxury Goods Retailing—Rebound Despite Challenges in Shopper BaseInflation Awareness Rises; Economic Sentiment Falls to Six-Month Low: US Consumer Survey InsightsUS Store Tracker Extra: Store Openings and Closures 2025 Review and 2026 Outlook
Deep DiveHoliday 2025: US Retail Wrap-Up—Walmart Outpaces Amazon, Apparel Tops the Chart and Beauty Leads the Online Surge Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research January 30, 2026 Reasons to ReadCoresight Research concludes our coverage of the 2025 holiday season in US retail. We explore proprietary consumer survey data, store-visit (traffic) data, earnings updates from major retailers and retail sales data from the US Census Bureau, providing you with the key takeaways you need to start 2026. Data in this research report include: Proprietary survey data on consumers’ pre-holiday spending expectations and their reported, actual holiday spending Survey data on what categories and retailers consumers shopped during the 2025 holiday season Store traffic data for the holiday quarter by sector and retailer US total retail sales excluding gasoline and automobiles, December 2024–December 2025 US retail sales by sector, October–December 2025 Companies mentioned in this research report include: Amazon, Big Lots, Burlington Stores, Costco, Dollar General, Dollar Tree, Five Below, The Home Depot, Kohl’s, Lululemon Athletica, Macy’s, Ross Stores, Sephora, Ulta, Target, The TJX Companies, Ulta Beauty, Walmart, Temu, eBay, Etsy, Abercrombie & Fitch, American Eagle Outfitters, Urban Outfitters Other relevant research: All our coverage of US holiday retail The US Holiday Retail 2025 Databank tracks key retail metrics for the holiday season, including hiring and delivery surcharges. The 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 Store Openings and Closures Tracker 2025, Week 40: Toys“R”Us Continues To ExpandAnalyst Corner: Controversy Persists Around Price Gouging with Electronic Shelf Labels, with John HarmonSNAP Policy Changes and Funding Cuts: Impact on RetailersAgentic Commerce: What Retailers Need to Know for Holiday 2025 and to Succeed in 2026—Premium Subscriber Call, October 2025
Store TrackerWeekly UK Store Openings and Closures Tracker 2026, Week 4: Malin + Goetz and Russell & Bromley File for Administration Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research January 30, 2026 Reasons to ReadDiscover key insights into the latest retail movements across the UK in 2026, including store openings, closures, and the impact of major industry shifts. Read this report to discover answers to these and other questions: What are the latest figures for store closures and openings in the UK for 2026 so far? Which major retailers are facing significant store closures, and which are expanding? How does the 2026 performance compare to the previous year’s retail landscape? What trends are emerging in the UK retail sector regarding store openings and closures? Which brands are seeing the most dramatic shifts in their physical retail presence? Companies mentioned in this report include: B&Q, Cavani, Edikted, Hollister, Lucy & Yak, Lululemon, Malin+Goetz, Millets, Pop Mart, Russell & Bromley, Savers, Søstrene Grene, Superdrug, The Edinburgh Woollen Mill, Trespass. 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:Three Data Points We’re Watching This Week, Week 19: China and US Consumer Sentiment in FocusRetail Tech for Holiday 2026: AI-Led Discovery and Operational Readiness—PlaybookEnergy Shock: As Gasoline Prices Decline, When Will Peak CPI Hit?US Back to School 2025, Part 1: Early Shopping, Tariff Worries and Strategic Choices Shape BTS 2025
Store TrackerWeekly US Store Openings and Closures Tracker 2026, Week 4: Amazon To Close All Amazon Fresh Stores as Total Closures Surge by 1,000 Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research January 30, 2026 Reasons to ReadDiscover the latest trends in store openings and closures across major US retailers and the broader retail landscape for 2026. Read this report to discover answers to these and other questions: What are the key store closures and openings announced by Amazon Fresh, Amazon Go, and Whole Foods Market? How many stores has Costco Wholesale opened, and what are the latest updates on CVS Health’s closures? How have H-E-B and Moleskine contributed to the growth of US retail through new store openings? What are the notable retail bankruptcies and how do they affect the industry landscape? Companies mentioned in this report include: Amazon Fresh, Amazon Go, Costco Wholesale, CVS Health, Harbor Freight Tools, H-E-B, Moleskine, Raley’s, The Container Store, Whole Foods Market Data in this report include: weekly totals of US store closures and openings for 2026 and 2025; retailer-level breakdowns of announced versus confirmed closures/openings; total store counts by retailer; total US retail bankruptcies year to date. Other relevant research: Amazon To Close Amazon Fresh and Amazon Go Grocery Chains 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 New Coresight 100: Leading the Retail Charge in 2025Groceryshop 2025 Day Three: Driving Grocery’s Future with AI, New Revenue Models and Unified VisionSentiment Holds Steady; Consumers Cutting Back on Dining and Travel: US Consumer Survey InsightsUS Retail Sales Outlook: Our Retail Growth Outlook Score Strengthens, Slightly
Event CoverageCES 2026: Retail Track Wrap-Up—Search, Experiences, Technology and Social Media John Harmon, CFA, Managing Director of Technology Research January 29, 2026 Reasons to ReadDiscover how the retail industry is leveraging cutting-edge technologies to drive transformation and enhance the customer experience, with insights from the CES 2025 Retail Track. Read this report to uncover answers to these and other questions from CES 2026: How is AI adoption reshaping the retail landscape and what are the key ROI successes being seen? Why is search technology evolving with GenAI and Agentic Commerce, and how does this change the way consumers interact with brands? How are retailers using loyalty programs, personalization, and AI tools to create compelling and trust-based experiences? In what ways are 5G wireless and agentic AI technologies helping retailers optimize operations and improve product availability? How are social media platforms continuing to influence purchasing behavior and what strategies are early adopters using to capitalize on this shift? Data in this research report include: Data on AI adoption, recent retail ROI announcements, recent Chief AI officer appointments, AI’s contribution to GDP and several Coresight Research Surveys. Companies mentioned in this report include: Amazon, Dick’s, Intel, Lowe’s, Lululemon, LVMH, Microsoft, Ralph Lauren, Tapestry, Target, The Gap, The Home Depot, The Estée Lauder Company, The Kroger Company, Under Armour, and Walmart. Other relevant research: Retail 2026: 10 Trends in Retail Technology Agentic Commerce—How Should Retailers Leverage GEO to Maximize AI-Engine Visibility? RetailTech: Three Technologies Landlords Can Use to Take Malls to the Next Level Store of the Future: Unlocking Performance Through Innovation Holiday 2025: Navigating Social Commerce—Top Strategies for Maximizing Engagement This Holiday Season 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:August 2025 US Retail Sales: Growth Normalizes as July’s Promotional Boost FadesConsumer Sentiment Weakens, Driven by Middle-Income Consumers: US Consumer Survey InsightsPowering Next-Gen Retail Stores with Advanced Network Connectivity—Data GraphicWeekly US Store Openings and Closures Tracker 2025, Week 24: Casey’s To Open 80 Stores; Torrid To Close 180 Stores
Insight ReportCEO Brief: 2026 US Macroeconomic Outlook—Incremental or Inflection Point? John Mercer, Head of Global Research and Managing Director of Data-Driven Research January 28, 2026 Reasons to ReadDiscover why 2026 will bring steady but uneven progress for the US consumer—and what that means for retail strategy and growth. Read this report to discover answers to these and other questions: Why will the US consumer economy remain bifurcated in 2026, rather than seeing a broad-based recovery? How will inflation, interest rates and policy changes continue to pressure lower-income households into 2027? To what extent will higher-income consumers, asset prices and the “wealth effect” drive discretionary retail growth? How will housing-market dynamics and mortgage rates shape demand in categories such as home improvement? What structural competitors—such as GLP-1 drugs—and behavioral shifts will continue to divert consumer spending? Companies mentioned in this report include: Home Depot, Lowe’s, Walmart, Kroger, Uber Eats, Uber, Postmates, Burlington Stores, Ross Stores, The TJX Companies, Temu and Shein. Data in this report include: US macroeconomic growth, inflation and interest-rate forecasts; housing-market and stock-market outlooks; migration and inbound travel trends; GLP-1 drug spending projections; and consumer sentiment by income group. Other relevant research: 2026 Sector Outlooks: Ebook 2026 Retail Predictions: US—Five Forces Powering the Next Retail Transformation 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:Putting the “AI” in “Airlines”: Insights from CES 2025Weekly UK Store Openings and Closures Tracker 2026, Week 18: Claire’s To Reopen StoresAnalyst Corner: US Seasonal Shopping in the Holiday Quarter, with Aditya KaushikHigher-Income Consumers’ Sentiment Improves; Consumers Cutting Back More on Dining and Travel: US Consumer Survey Insights
Deep DiveSentiment, Tariffs and Inflation—What the Consumer Is Thinking: US Consumer Survey Insights Aditya Kaushik, Analyst January 28, 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 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. To what extent are shoppers still concerned about tariffs and how are those concerns reshaping spending habits? Which categories are seeing pull-forward demand and where might retailers expect softness later in the year? How entrenched is trading down and what specific inflation-related behaviors are dominating in food and nonfood purchases? Data in this research report include: Consumer sentiment by income and time; consumer tariff concerns and behavioral responses; shopping changes due to inflation; 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 Store Openings and Closures Tracker 2025, Week 23: Rite Aid To Close Almost 500 StoresAmazon To Close Amazon Fresh and Amazon Go Grocery ChainsNextGen 2025 Highlights: Coresight Research Premium Subscriber Call, July 2025Personal Financial Sentiment Improves Significantly: Weekly US Consumer Sentiment, Week 49, 2025—Data Graphic
Insight ReportAmazon To Close Amazon Fresh and Amazon Go Grocery Chains John Mercer, Head of Global Research and Managing Director of Data-Driven Research January 27, 2026 Reasons to ReadAmazon has announced plans to close its Amazon Fresh (57 stores) and Amazon Go (15 stores) grocery chains in the US, with some conversions to Whole Foods Market stores. Discover the strategic shift at Amazon and its impact on the grocery retail landscape. Read this report to discover answers to these and other questions: What led Amazon to close its Amazon Fresh and Amazon Go stores? What is Amazon’s grocery market share? Why is Whole Foods Market positioned as Amazon’s future bet in grocery retail? What is the potential impact of these closures on Amazon’s long-term market position? How do Amazon’s physical store closures affect its broader grocery strategy? Companies mentioned in this report include: Amazon, Whole Foods Market, Aldi, Trader Joe’s, Costco. Data in this report include: Store traffic trends; US grocery market share estimates; Store distribution by state. Other relevant research: US Grocery Retailing—Market Forecast and Competitive Landscape: Nontraditional Grocers To Gain Share Amid Weak Volume Demand and Tariff Pressures Access the Coresight Research Amazon Databank, for a range of proprietary data on Amazon, with a focus on its US retail operations. 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:Canada Store Openings and Closures Tracker 2025: Best Buy, Dollarama and Loblaw Companies Lead Openings at the Start of the YearCEO Brief: A Turning Point for US Consumers and the Economy?NextGen 2025 Highlights: Coresight Research Premium Subscriber Call, July 2025Retail 2025: US Macro, Consumer and Retail Outlook