Deep DiveOverall Sentiment Declines Despite Rate Cut—But Higher Earners Are More Confident: US Consumer Survey Insights Aditya Kaushik, Analyst December 23, 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:Rolling Metric Stabilizes: Weekly US Consumer Sentiment, Week 38, 2025—InfographicThree Data Points We’re Watching This Week, Week 14: What US Consumers Think About TariffsWeekly UK Store Openings and Closures Tracker 2025, Week 17: Sainsbury’s To Open 40 StoresAnalyst Corner: Beauty’s Back! The US Beauty Market Bounces Back, with Madhav Pitaliya and John Mercer
Insight ReportDecember 2025 US Retail Sales Outlook: Projecting 3+% Growth for the New Year Madhav Pitaliya, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research December 23, 2025 Reasons to ReadUnderstand how resilient retail sales are shaping up amid uncertainty around tariffs, inflation and consumer sentiment. Discover proprietary, ML-driven retail sales growth projections for the holiday quarter. Read this report to discover answers to these and other questions: What retail sales growth is forecasted through the rest of 2025 and into 2026, and what are the key drivers behind the projections? How is the labor market, particularly labor force participation, influencing retail demand? In what ways are shifts in disposable income, savings and consumer sentiment impacting spending? What are the key upside and downside scenarios shaping the retail sector outlook for the holiday season? Alongside this report, you can access the data behind key charts and tables in the Excel download above. Data in this report include: US retail sales forecasts; model-predicted vs. actual retail growth; labor force, wage, and inflation metrics; consumer sentiment and disposable income trends; housing market data. Other relevant research: Coresight Research’s monthly reports keep you up to date on retail sales (in total and by sector) and key consumer indicators in the US. All our coverage of tariffs The US Retail Sales Databank features retail sales values and year-over-year growth, in total and by sector, by year and by month. This Databank is updated monthly. The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. Our Weekly US Consumer Sentiment infographic series complements our survey reports with selected findings on consumers’ financial and economic expectations each week. 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 17: Wren Kitchens Shuts All US StoresSentiment, Tariffs and Inflation—How Is the US Shopper Reacting? US Consumer Survey InsightsIndia’s Maha Kumbh Mela 2025: How Convenience, Technology and Sustainability Powered a Multibillion-Dollar FestivalFinancial Sentiment Falls to 14-Month Low Ahead of Reciprocal Tariffs, But Policy Measures Aim to Stabilize Economy: China Consumer Survey Insights
Deep DiveHoliday 2025 Survey Insights: Shopping Peak Nears as Two-Thirds Are Buying for the Holidays Aditya Kaushik, Analyst December 23, 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 signals are we seeing in holiday shopping behaviors and which retailers are winning season share? Where are consumers shopping for holiday products and how are discount and convenience players performing? What product categories are leading early 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, Sam’s Cub, Ross Stores, 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:Weekly US Store Openings and Closures Tracker 2025, Week 41: Rite Aid Shuts Up Shop; Amazon Fresh Closes StoresJune 2025 US Retail Sales Outlook: Projecting Solid Growth as Consumer Sentiment Continues to RecoverUS Store Openings and Closures Midyear 2025 Review and Outlook: Where Does Retail Real Estate Stand in a Year of Disruption?Unlock the Untapped Potential of AI-Powered MarTech: Coresight Research Premium Subscriber Call, April 2025
Deep DiveMass Merchandisers, Warehouse Clubs and Discount Stores: Themes, Concepts and Innovators—Target at a Crossroads, Dollar Stores Revive and Warehouse Clubs Gain Momentum Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research December 22, 2025 Reasons to ReadUnderstand how mass merchandisers, warehouse clubs and discount stores are transforming retail through scale, innovation and value-driven strategies. Read this report to discover answers to these and other questions: How are mass retailers driving structural shifts in US retail—and what could their continued rise mean for competitors? What demographic and technological forces are reshaping the future of warehouse clubs, and how will their business models evolve? How will agentic AI transform connected shopping journeys and redefine the retail value proposition by 2035? Why is Target losing relevance, and what strategic pivots is it making to recover market share and customer loyalty? What challenges lie ahead for dollar stores—even as they rebound—and how might players like Temu, Amazon and Walmart impact their path forward? Companies mentioned in this report include: Amazon, BJ’s Wholesale Club, Centric Software, Costco, Dollar General, Dollar Tree, Family Dollar, RELEX, Simbe Robotics, Walmart. Data in this report include: Target sales and traffic trends; cross-shopping behavior of Target customers; warehouse club store count and expansion potential; dollar store comparable sales growth; private-label vs. name-brand performance; retail media market size and growth projections. Other relevant research: Positivity About Personal Finances Continues; Walmart Leads Mass Merchandisers and Warehouse Clubs: US Consumer Survey Insights Consumer Sentiment Flatlines Ahead of Big Tariff Reveal; Plus, Mass Merchandisers and Wholesale Clubs in Focus: US Consumer Survey Insights US Mass Merchandisers, Warehouse Clubs and Discount Stores- Retail 2025 Sector Outlook: Essentials To Fuel Revenue Growth Discount Decades—US Dollar and Discount Stores: Unlocking Their Potential for Future Growth 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 32: Claire’s Files for Bankruptcy—Potentially 1,137 Stores To CloseShoptalk Spring 2026: Day 3— Retail AI and the Omnichannel Experience; Premium Brand Building; The Creator Economy Reshapes Commerce; Shoptalk Spring 2026 Key TakeawaysWeekly UK Store Openings and Closures Tracker 2026, Week 17: Claire’s Shutters All StoresAnalyst Corner: US Grocery Retail—Decoding the $1.6 Trillion Market, with Sujeet Naik
Analyst CornerAnalyst Corner: Learnings from Earnings, and Holiday-Season Insights, with John Mercer John Mercer, Head of Global Research and Managing Director of Data-Driven Research December 21, 2025 Reasons to ReadUnderstand which retailers are gaining momentum—and which are falling behind—this holiday season. Read this report to discover answers to these and other questions: How are department stores like Kohl’s and Macy’s performing, and what does holiday shopper traffic reveal about their market share trends? Which off-price retailers are winning price-conscious shoppers—and who is lagging behind this holiday season? What drove the strong performance in specialty apparel in 3Q25, and how are shopper visit trends shaping up for the holidays? Which sectors are outperforming in a consumer environment defined by cautious spending and elevated inflation? Companies mentioned in this report include: Kohl’s, Macy’s, TJX, Ross Stores, Burlington Stores, Abercrombie & Fitch, American Eagle Outfitters, Dick’s Sporting Goods, Gap, Urban Outfitters. Other relevant research: All Coresight Research coverage of US holiday retail 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:CPG Giants Realign Through Over $100 Billion in M&A, Demergers and DivestmentsRetail 2025: India Retail Predictions—Midyear Trends UpdateRetail 2025: China Retail Predictions—Midyear Trends UpdateInnovator Profile: ReFiBuy—Solving Research-Find-Buy E-commerce Challenges with Agentic AI
Event PresentationRetail Earnings Insights, 3Q25: Premium Subscriber Call John Mercer, Head of Global Research and Managing Director of Data-Driven ResearchMadhav Pitaliya, Analyst December 19, 2025 Reasons to ReadCompare performance and uncover trends in retailer earnings from the third quarter of 2025, in this presentation. On December 19, 2025, Coresight Research presented a Premium Subscriber Call on the topic of earnings insights from 3Q25. Watch the full webinar here. Discover: Quarterly retail performance Performance differences across retail segments Tariff impacts and strategic responses Technology and AI investment trends Commentary on the health of the consumer Other relevant research: 3Q25 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 Holiday 2025: US Holiday Retail Homestretch—Strong Total Demand (So Far), with Price-Driven Players Entrenching Structural Gains 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 Consumer and Retail Outlook—Holiday 2025 and Beyond: Premium Subscriber Call, September 2025Weekly US and UK Store Openings and Closures Tracker 2025, Week 4: Store Closures Near 2,100 in the USChinese New Year 2025 Review: From Shopping to Screens—How Younger Consumers Boosted Spring Festival SpendingConsumer Sentiment Softens in March as Oil Shock Pressures Build: China Consumer Survey Insights
InfographicQuantifying Tariff Impacts: What Retail Companies Reported in 3Q25—Data Graphic Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research December 19, 2025 Reasons to ReadExplore how retailers are navigating the impact of tariffs and the strategic adjustments they are making to protect margins and profitability. Read this report to discover answers to these and other questions: Which retailers are most impacted by tariffs, and how are companies like Abercrombie & Fitch and AEO adjusting their sourcing strategies? How are retailers like Urban Outfitters and Ross Stores leveraging operational efficiencies to absorb tariff cost pressures? What role are price increases playing in mitigating tariff impacts for companies like Petco and Best Buy? How are companies like Williams-Sonoma and Columbia Sportswear using vendor negotiations and pricing actions to offset tariff-related margin pressures? What strategies are companies with low tariff exposure, like Associated British Foods, using to stay competitive in a tariff-impacted landscape? Companies mentioned in this report include: Abercrombie & Fitch, American Eagle Outfitters, Aritzia, Best Buy, Columbia Sportswear, Mondelez, Petco, Ross Stores, Urban Outfitters, Williams-Sonoma, and many others across retail sectors including apparel, beauty, and general merchandise. Data in this report includes: tariff-related cost impacts, company revenue and margin updates, sourcing strategy shifts, and operational adjustments. 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:Flipkart Big Billion Days 2025: Wrap-Up—Sales-Tax Reforms, Quick Commerce and “Trust Shield” Shape GrowthSector Focus: Discount Stores—Data GraphicShoptalk Spring 2025 Wrap-Up: Customer-Centricity for a New Golden Age of RetailWeekly UK Store Openings and Closures Tracker 2025, Week 37: Bodycare Enters Administration and Closes Stores
Infographic2026 Sector Outlook: Global and US Luxury Goods Retailing—Rebound Despite Challenges in Shopper Base Charlie Poon, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research December 19, 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 factors influencing luxury retail in 2026, with insights on consumer behavior, emerging markets, and luxury brands’ strategies. Read this report to discover answers to these and other questions: How is the global luxury market projected to grow in 2026, and which regions are driving this growth? What are the key challenges facing the luxury sector, including the drop in aspirational shoppers and geopolitical uncertainty? How are younger generations reshaping luxury consumption? What trends in luxury spending, such as experiential luxury and premiumization, will define the future of the industry? Data in this research report include/are: 2026 growth forecasts for global and US luxury sectors, sector drivers, consumer behavior insights, and the impact of emerging trends on luxury brands. Companies mentioned in this report include/are: Chanel, Jimmy Choo, Kering, LVMH, Prada and Yves Saint Laurent 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 State of In-Store Retailing 2025: The Dawn of New-Age Stores, Powered by TechnologyWeekly US Store Openings and Closures Tracker 2025, Week 48: American Signature, Bed Bath & Beyond and Saks To Close StoresThe Middle East Energy Shock and the US Consumer: Lessons from 2022—Sustained Impacts Risk Trickle-Up EffectAnalyst Corner: Retail Giants Drive the Second Wave of Quick Commerce in India, with Madhav Pitaliya
Infographic2026 Sector Outlook: US Home and Home-Improvement Retailing—Pro-Led, Tech-Enabled Growth Shaping the US Home and Home-Improvement Market Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research December 19, 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 how economic pressures, technology, and the evolving housing market will shape US home and home improvement retail in 2026. Read this report to discover answers to these and other questions: How will macroeconomic uncertainty and elevated mortgage rates impact growth in home and home improvement retailing through 2026? Why is the Pro customer segment outperforming the DIY market, and how are major retailers capitalizing on it? What role is technology—especially AI—playing in improving customer experience and operational efficiency in the sector? How is the “lock-in effect” changing consumer behavior, and what does it mean for remodeling trends? Which types of home upgrades are seeing sustained demand despite economic headwinds? Companies mentioned in this report include: Home Depot, Lowe’s, Floor & Décor. Data in this report include: Market size and YoY growth forecasts for furniture, home furnishings, and home improvement; Pro vs. DIY sales performance; consumer remodeling intentions; homeowner equity availability; trends in product category demand. 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 27: Store Closures Up 8% Year Over YearFinancial Sentiment Turns Negative; Tariff Pessimism Deepens; Inflationary Trade-Down Persists: US Consumer Survey InsightsConsumer Sentiment Shows Modest Improvement in January: China Consumer Survey InsightsEarnings Insights 4Q24, Week 7: Costco, Inditex and Puma Lead with Solid Fourth-Quarter Growth—Infographic
Store TrackerWeekly UK Store Openings and Closures Tracker 2025, Week 51: Retailers Announce Around 250 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 ReadKeep updated on the latest trends in the UK retail sector, where the number of new store openings is still outpacing closures in 2025. 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 sƒ√tore opening and closure in 2026? Companies mentioned in this report include: JW Anderson, Next plc, Rejina Pyo, Suit Direct 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: 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:Weekly UK Store Openings and Closures Tracker 2025, Week 35: Marks & Spencer and New Look To Close StoresHoliday 2025 Survey Insights: Shopping Activity Builds Amid Black Friday WeekendSeasonal Shopping, 2Q26—Expectations for Memorial Day, Mother’s Day, Father’s Day; Plus, Holiday 2026 Plans: US Consumer Survey Insights ExtraHoliday 2024: UK Retail Wrap-Up—Cautious Spending and Late Shopping Fuel Volatile Peak Trading
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:Sector Focus: Off-Price Shopping—Data GraphicEarnings Insights 4Q24, Week 6: Sales Decline for Kroger, Macy’s, Ross Stores and Other Retailers—InfographicSupreme Court Ruling on Tariffs: Assessing Consumer Awareness and Sentiment—Data GraphicPutting the “AI” in “Airlines”: Insights from CES 2025
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:Stretching Budgets and Shifting Choices: Navigating Back-to-School 2025—Data GraphicMarch 2026 US Retail Sales: Inflation and High Prices Drive E-Commerce and Gasoline GrowthFinancial Sentiment Hits a Year-to-Date High: Weekly US Consumer Sentiment, Week 33, 2025—InfographicNRF 2026: Retail’s Big Show—Day 3—Agentic Commerce Expectations, Marketplace Best Practices and Disciplined Brand Transformation
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:Weekly US and UK Store Openings and Closures Tracker 2025, Week 10: US Store Openings Exceed 2,000Amazon Bids to Acquire TikTok—What It Means for US E-CommerceFinancial Sentiment Improves Amid Middle East News Flow: US Consumer Survey InsightsDepartment Stores in Focus; Plus, Consumer Sentiment Latest: US Consumer Survey Insights
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:Lower-Income Consumers’ Financial Sentiment Hits Record Low Amid Iran Conflict: US Consumer Survey InsightsRetail Trends and Shopper Traffic Update, Q3: Early Findings & Strategic OutlookHoliday 2025 Survey Insights: Government Shutdown Impacts One-Third of Holiday ShoppersAnalyst Corner—DeepSeek Opens the Door for AI Democratization: The AI Opportunity, with Charlie Poon
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:Tariffs and Earnings: What Companies Have Reported—Data GraphicSeptember 2025 US Retail Sales: Delayed Government Data Show Strong Retail Growth in SeptemberWeekly US Store Openings and Closures Tracker 2025, Week 31: Trader Joe’s Continues Store ExpansionCanada Store Openings and Closures Tracker 2025: Best Buy, Dollarama and Loblaw Companies Lead Openings at the Start of the Year
