Store TrackerUS Store Tracker Extra: Store Openings and Closures 2025 Review and 2026 Outlook Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research January 27, 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 US. We review calendar 2025, breaking the counts down by sector, as well as presenting our projections for 2026. We also provide estimated square-footage impacts, location types (on-mall versus off-mall) and openings/closures as a proportion of retailers’ store bases. Data in this report are: US store closure and openings count 2019-2026E Major announced US store closures and openings, 2026 US store closures and openings by sector, 2025 Breakdown of US store closures in the drugstores chain by retailer, 2025 Breakdown of US store openings in the discount-store sector by retailer, 2025 Details of announced US store closures and openings for 2025, by retailer—total closures, closures as a proportion of store base, total size (square footage) of estimated closures, predominant location type Companies mentioned in this report include: Abercrombie & Fitch Co., Albertsons Companies, Alimentation Couche-Tard Inc., Amazon.com, Inc., American Eagle Outfitters, Inc., Aritzia, Bath & Body Works, Inc., Best Buy Co., Inc., BJ’s Wholesale Club Holdings, Inc., Burlington Stores, Casey’s, Costco Wholesale, Crocs, CVS Health, Dick’s Sporting Goods, Inc., Dollar General, Dollar Tree, Five Below, Floor & Decor, H & M Hennes & Mauritz AB, Kohl’s, Koninklijke Ahold Delhaize N.V., Lowe’s Companies, Lululemon Athletica Inc, Macy’s, Inc., Ross Stores, Sprouts Farmers Market, Inc, Tapestry, Inc, Target, The Home Depot, The Kroger Co., The TJX Companies, Inc., Tractor Supply Company, Ulta Beauty, Urban Outfitters, Walmart, Williams-Sonoma. 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 Purchase this report. Buy Now 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 StoresWeekly US Store Openings and Closures Tracker 2026, Week 5: Saks Global To Close StoresMarch 2026 US Retail Sales Outlook: Forecasting Continued Growth with Gradual SofteningUS CPG: Why Unit Growth Has Stalled—and the Industry’s Path Forward
Insight ReportCEO Brief: Coresight Research Agenda for 2026—Retail’s Strategic Imperatives John Mercer, Head of Global Research and Managing Director of Data-Driven Research January 26, 2026 Reasons to ReadDiscover how retailers can defend and grow margins in 2026 despite uneven sales growth and a volatile consumer backdrop. Read this report to uncover answers to these and other questions: What macroeconomic, consumer and industry conditions will shape retail performance in 2026—and where do opportunities still exist despite ongoing volatility? How can retailers drive margin expansion through store evolution, advanced technology (including agentic AI), intelligent inventory management and nonretail revenue streams such as retail media and retail-as-a-service? 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:Kohl’s CEO Removal—Why It Happened and What It Means for US Department StoresAnalyst Corner: Decoding the Resurgence of Online Grocery Retail in the US, with Sujeet NaikWeekly UK Store Openings and Closures Tracker 2025, Week 53: Nearly 1,550 Stores Opened in 2025Financial Sentiment Turns Negative; Tariff Pessimism Deepens; Inflationary Trade-Down Persists: US Consumer Survey Insights
InfographicSector Focus: Department Store Shopping—Data Graphic Aditya Kaushik, Analyst January 26, 2026 Reasons to ReadOur Sector Focus data graphics feature the latest survey findings on US retail sectors and categories. Dive into the US department store 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:Sentiment Holds Steady; Consumers Cutting Back on Dining and Travel: US Consumer Survey InsightsCEO Brief: 2026 US Macroeconomic Outlook—Incremental or Inflection Point?RetailTech: AI in Digital Commerce—GenAI Supercharges Retail to Provide a Seamless Shopping JourneyRetail 2025: China Retail Predictions
Analyst CornerAnalyst Corner: Decoding Blinkit’s Latest Numbers To Understand India’s Quick-Commerce Growth Story, with Manik Bhatia Manik Bhatia, Head of Cobranded Research January 25, 2026 Reasons to ReadRead this report to discover: Blinkit’s positioning in India’s quick commerce market Blinkit’s critical operational and financial metrics, including NOV growth and gross profit Blinkit’s store expansion plans Blinkit CEO Albinder Dhindsa’s take on 3Q26 performance Other relevant research: All Analyst Corners 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 Intelligent Inventory Playbook: How to Approach Inventory ExcellenceThe US Online Grocery Surge: What’s Driving It, Who’s Shopping and Why the Momentum Is Here To StayUS Retail Sales Outlook: Retail Sales Projections Moderate for the Holiday QuarterThree Data Points We’re Watching: Will Stock Market Volatility Impact US Consumer Spending?
Event PresentationAgentic Commerce Insights Latest—Including Learnings from CES and NRF: Premium Subscriber Call John Harmon, CFA, Managing Director of Technology Research January 23, 2026 Reasons to ReadOur Premium Subscriber Call covered the latest insights on agentic commerce developments, including learnings from CES 2026 and NRF 2026: Retail’s Big Show. In this analyst video, discover agentic AI insights from our team: Managing Director of Technology Research John Harmon; Vice President – Advisory Anna Beller; and Strategy Consultant Jiayue Zhao. Premium subscribers can access the full analyst video here. Other relevant research: Discover our agentic commerce reports here. Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. 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 3: Retailer FocusFrom Policy to Accountability: Key Takeaways from the Boston Tech Week AI Governance SessionWeekly US Store Openings and Closures Tracker 2025, Week 52: Pacsun Plots Major US Expansion DriveHoliday Bites: US Holiday Travelers Plan To Spend Less—Data Graphic
Insight Report2026 Retail Predictions: Global—Five Forces Redefining Retail Performance Worldwide Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research January 23, 2026 Reasons to ReadDiscover the five forces set to redefine global retail in 2026—from fragmented consumer resilience and agentic AI adoption to experiential retail, supply chain agility, and the rise of retail media as a core profit engine. Read this report to discover answers to these and other questions: How are retailers across the US, the UK, India, and China adapting to uneven economic conditions and increasingly value-conscious consumers while sustaining growth? Why is agentic AI becoming a baseline capability in retail, and how are leading players using it to drive conversion, automate operations, and improve decision-making at scale? In what ways are physical stores evolving into experiential, technology-enabled environments—and how does this shift differ across mature and emerging markets? Why is supply chain agility emerging as a critical competitive differentiator, and how are global retailers investing in AI, automation, and localized fulfillment to stay ahead? How are retail media and data monetization reshaping retailer economics, and which regions are moving fastest to unlock high-margin, asset-light growth? Companies mentioned in this report include: Alibaba Group, Amazon, DMart (Avenue Supermarts), Estée Lauder, Flipkart, JD.com, John Lewis Partnership, Reliance Retail, Sainsbury’s, Selfridges Group, Target, Tesco, Walmart and Zara (Inditex). Data in this report include: Global and regional retail sales forecasts and YoY growth; consumer spending and inflation trends across major markets; adoption and impact of agentic AI in retail operations; experiential retail performance indicators; supply chain investment and automation trends; and retail media market size, growth rates, and monetization models across regions. 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 InsightsThe Agentic AI Playbook: How to Redefine Retail with Intelligent AutonomyWeekly US Store Openings and Closures Tracker 2025, Week 51: Retailers Announce More Than 1,000 Store Openings for 2026Consumer Sentiment Weakens, Driven by Middle-Income Consumers: US Consumer Survey Insights
Store TrackerWeekly UK Store Openings and Closures Tracker 2026, Week 3: Asda and Dunelm Open Stores Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research January 23, 2026 Reasons to ReadKeep updated on the latest trends in the UK retail sector, where the number of new store openings is outpacing closures in 2026. Read this report to discover answers to these and other questions: Which retailers did we track store openings and closures for this week? How do store openings and closures in 2026 compare to 2025? Which retailers lead UK store openings and closures so far in 2026? Companies mentioned in this report include: Asda, Co-op, Deichmann, Dunelm, Farmfoods, Footasylum, Free People, Home Bargains, JD Sports, Jollyes, New Look, Pop Mart, Pull&Bear, Rituals, Savers, Skechers, Smiggle, Søstrene Grene, Stradivarius, Superdrug and Under Armour. 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:Retail Earnings Insights, 3Q25: Premium Subscriber CallFinancial Sentiment Turns Negative; Tariff Pessimism Deepens; Inflationary Trade-Down Persists: US Consumer Survey InsightsJanuary 2025 US Retail Sales: Nearly All Sectors Report Mid-Single-Digit Sales GrowthCEO Brief: 2026 US Macroeconomic Outlook—Incremental or Inflection Point?
Store TrackerWeekly US Store Openings and Closures Tracker 2026, Week 3: 457-Store Francesca’s Reportedly Liquidating Aaron Mark Dsouza, Data Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research January 23, 2026 Reasons to ReadDiscover which retailers are contributing to the surge in US store openings in 2026, and which ones continue to close stores. Read this report to discover answers to these and other questions: Which retailers have been at the forefront of the most-recent store openings and closures? How do trends in store closures and openings in 2026 compare to those in 2025? How are retail bankruptcies tracking in 2026 versus 2025? Companies mentioned in this report include: Daiso, Ernesta, H Mart, H-E-B, Miniso, Pop Mart, Revolve, Save A Lot, Toni Pons, Vevor, Walmart. 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:Weekly US Store Openings and Closures Tracker 2025, Week 25: Furniture Frenzy—At Home’s Bankruptcy, Ashley’s Store Renewal and Openings from IKEA, Wayfair and MoreConsumer Sentiment—The Big Surprise in a Week of Shocks; Plus, Apparel Shopping in Focus: US Consumer Survey InsightsWeekly US Store Openings and Closures Tracker 2025, Week 18: Skechers To Close Multiple Stores; Whole Foods Market To Open Smaller-Format StoresRevving Up the Flywheel: Insights from the Inaugural Amazon Prime Analyst Day
InfographicPowering Next-Gen Retail Stores with Advanced Network Connectivity—Data Graphic Manik Bhatia, Head of Cobranded Research Sector Lead: Steven Winnick, Vice President—Innovator Services January 22, 2026 Reasons to ReadUnlock the future of retail with the latest insights into how advanced network connectivity is revolutionizing store operations. AI-driven, connected, and autonomous retail environments are no longer just a vision—they’re a reality, and this data graphic will show you how to stay ahead. Discover how weak or outdated networks are holding back your sales, profitability, and customer experience, and why upgrading to cutting-edge technologies like 5G SA can unlock the next level of performance. Below are the key reasons to read this research: See how network connectivity challenges (like high latency and insufficient bandwidth) are directly impacting your core business functions—inventory management, retail media, and even customer management. Get the scoop on why 5G SA (Standalone), though still underutilized, is the key to scalable AI applications, unified shopper experiences, and boosted staff productivity. Discover why investing in strong network connectivity is the foundation for ensuring technologies perform at peak efficiency and drive fast return on investment. Understand how a modernized network will strengthen your ability to gather critical insights, streamline inventory, dynamic pricing, and enhance the customer journey. This data graphic and the full report are made available to non-subscribers of Coresight Research through their sponsorship by T-Mobile. Read the full free report: Powering Next-Gen Retail Stores with Advanced Network Connectivity 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:Seasonal Shopping, 3Q25—Expectations for the Fourth of July, Labor Day, Amazon Prime Day: US Consumer Survey Insights ExtraPersonal Financial Sentiment Improves Significantly: Weekly US Consumer Sentiment, Week 49, 2025—Data GraphicAI Playbook: Content & Cocktails at NRF 2026 Event—Moving Forward in Deploying AIReturn to Uncertainty for Retail: Supreme Court Strikes Down US Tariffs
Insight ReportJanuary 2026 US Retail Sales Outlook: Projecting More Than 3% Growth as Retail Outlook Score Improves Madhav Pitaliya, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research January 22, 2026 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 2026. Read this report to discover answers to these and other questions: What retail sales growth is forecasted through the 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? 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. Alongside this report, you can access the data behind key charts and tables in the Excel download above. 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:Agentic Commerce: How Retailers Can Make Their Products Discoverable and Shoppable for 800 Million ChatGPT UsersAnalyst Corner: Middle East Energy Shock—Retail Faces a Deteriorating Context, with John MercerUS CPG Sales Tracker: Jump in Food Sales Fuels Total CPG GrowthFinancial Confidence Ticks Up Again: Weekly US Consumer Sentiment, Week 20, 2025—Infographic
Deep DiveThe Grocery Technology Playbook: Eight Strategic Priorities To Stay Ahead in 2026 Sujeet Naik, Analyst Sector Lead: Steven Winnick, Vice President—Innovator Services January 21, 2026 Reasons to ReadIn this report, Coresight Research and FMI, the Food Industry Association, identify eight strategic priorities with the greatest potential to drive growth and reshape the grocery sector in 2026. Learn how grocers can leverage AI, automation and data analytics to drive growth and manage challenges like rising costs and shifting consumer behavior. Discover how agile supply chains, advanced forecasting and operational efficiency tools are key to maintaining profitability in a volatile market. Find out how personalized loyalty programs and digital store experiences will reshape the customer journey. Understand the role of technology in reducing food waste and meeting sustainability goals. Companies mentioned in this report include: Walmart, Kroger, Sprouts Farmers Market, Wakefern, Target, Coles Group and many others. This report is made available to non-subscribers of Coresight Research through its sponsorship by the following partners: Avery Dennison, Birdzi, Datasembly, RELEX Solutions, Simbe Robotics, Swiftly, T-Mobile for Business and Upshop. 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:Higher- and Lower-Income Consumers Drive Financial Optimism to Four-Month High: US Consumer Survey InsightsSeven & i Holdings IR Day Spring 2026: Store Modernization, Fresh Food, Digital Growth and Global Expansion Drive the 2030 RoadmapDrugstore Decimation: Assessing Rite Aid’s Closures, and Which Competitors Stand To GainStore Tracker Extra: UK Store Openings and Closures 2024 Review and 2025 Outlook—Infographic
Deep DiveMiddle-Income Consumers Drive Improved Financial Optimism: US Consumer Survey Insights Aditya Kaushik, Analyst January 20, 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. 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:Consumer Sentiment Shows Signs of Improvement Amid Temporary Tariff Reduction: China Consumer Survey InsightsConsumer Sentiment Is Steady; Tariffs Pessimism Eases; Trading Down Rises Slightly: US Consumer Survey InsightsGlobal Outreach Summit 2025 Insights: India’s Digital Leap in Apparel Sourcing and SustainabilityThree Data Points We’re Watching This Week, Week 19: China and US Consumer Sentiment in Focus
InfographicSector Focus: Discount Stores—Data Graphic Aditya Kaushik, Analyst January 20, 2026 Reasons to ReadOur Sector Focus data graphics feature the latest survey findings on US retail sectors and categories. Dive into the US dollar store 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:The Agent Is the App: Insights from the 2026 Blue Yonder ICON ConferenceEarnings Insights 4Q24, Week 3: Gucci Sales Slump 21%, Plus Updates from Ahold, Amazon, Coty and MoreAnalyst Corner: Agentic Commerce Demands a New Retail Playbook—Executing with STORE, with Charlie PoonThree Data Points We’re Watching This Week, Week 22: US Consumer Insights—Tariffs and Inflation
Insight Report3Q25 Retail Inventory Insights: Execution Discipline Drives Performance into Holiday 2025 Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research January 20, 2026 Reasons to ReadUncover how retailers are navigating tariff risks, inventory divergence, and digital transformation to protect margins in 3Q25. Read this report to discover answers to these and other questions: How are retailers like Ulta, Bath & Body Works, and Kohl’s adopting diverging inventory strategies in response to uneven demand and tariff pressures? In what ways are tariff-driven cost timing and accounting methods distorting reported margins at companies such as Costco and Williams-Sonoma? Why are value-led and club formats like Dollar Tree, Walgreens Boots Alliance, and Costco outperforming peers on inventory turnover? How are early receipts and digital tools-including AI-based replenishment-shaping inventory visibility and seasonal readiness for players like Gap, Walmart, and Urban Outfitters? Companies mentioned in this report include: Abercrombie & Fitch, Aritzia, Bath & Body Works, Best Buy, BJ’s Wholesale, Costco, CVS Health, Dollar Tree, Five Below, Gap, Home Depot, Kohl’s, Lowe’s, Macy’s, Ross Stores, Target, TJX Companies, Ulta Beauty, Urban Outfitters, Walgreens Boots Alliance, Walmart, Williams-Sonoma, and more. Data in this report include: US retail sales growth by month; inventory turnover ratios by retailer and sector; year-over-year changes in inventory values; and commentary on strategic inventory actions across leading US retailers. 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:Navigating TikTok’s Uncertainty: Analyzing Challenges and Emerging User Migration TrendsConsumer Sentiment Declines Significantly, Driven By Middle-Income Consumers: US Consumer Survey InsightsFinancial Sentiment Falls Despite Supreme Court Move to Strike Down Tariffs: US Consumer Survey InsightsWeekly US Store Openings and Closures Tracker 2025, Week 51: Retailers Announce More Than 1,000 Store Openings for 2026
Market Navigators/Market OutlookUS Apparel and Footwear Retailing: Market Forecast and Competitive Landscape—Digital Players, Off-Pricers and Warehouse Clubs Poised To Gain Share Aditya Kaushik, AnalystAnand Kumar, Associate Director of Research Sector Lead: Anand Kumar, Associate Director of Retail Research January 19, 2026 Reasons to ReadUncover how shifting channels, economic headwinds and consumer trends are reshaping US apparel and footwear retail. Read this report to discover answers to these and other questions: What is the 2026 growth outlook for the US apparel and footwear market—and which segments are driving it? How are categories like outerwear, sportswear and innerwear expected to perform through 2029? Which retail channels are gaining—and losing—market share in the evolving distribution landscape? Who are the top-performing retailers and brands—and how are off-pricers, mass merchants and e-commerce platforms changing the game? What macro and demographic forces—from inflation to aging consumers—are influencing demand, pricing and innovation in the sector? Companies mentioned in this report include: Abercrombie & Fitch, Academy Sports and Outdoors, Adidas, Amazon, American Eagle Outfitters, Burlington Stores, Columbia Sportswear, Crocs, Deckers Outdoor Corporation, Designer Brands, Dick’s Sporting Goods, Foot Locker, Gap Inc., Hanesbrands, H&M, JD.com, Levi Strauss & Co., Lululemon Athletica, Macy’s, NIKE, Nordstrom, Puma, Ralph Lauren, Ross Stores, Shein, Steve Madden, Target, TJX Companies, Under Armour, Urban Outfitters, Victoria’s Secret & Co., Walmart and Wrangler. Data in this report include: total market size and segment forecasts through 2029; e-commerce penetration trends; category-level growth rates across outerwear, sportswear, and accessories; store counts and traffic data by retailer; operating margins by retailer and brand; and results from Coresight’s June 2025 US consumer apparel and footwear survey. Other relevant research: Visit the Coresight Research Fashion and Luxury 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 Purchase this report. Buy Now This document was generated for Other research you may be interested in:Retail Trends and Shopper Traffic Update, Q4: Early Findings & Strategic OutlookRetail Under Pressure: How Will Tariffs Disrupt the Back-to-School and Holiday Seasons?Quantifying Tariff Impacts: What Retail Companies Reported in 3Q25—Data GraphicInnovator Profile: Ethosphere—Turning Retail Sales-Floor Conversations Into Operational Insights
