Reasons to Read

Discover how the June 2026 US–Iran deal could reshape the inflation outlook for US retail into the holiday quarter.

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

  • How could oil-price normalization limit further CPI acceleration?
  • Why does the lag between oil prices and CPI create a credible path to inflation moderation by the holiday quarter?
  • What factors are supporting near-term consumer spending resilience—and where is the key risk window?

Data in this report include: oil and gasoline price movements; CPI inflation projections; retail sales growth; tax refund levels; tariff refund eligibility; back-to-school and holiday retail sales estimates.

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Now in its ninth year, the annual Amazon Apparel US Consumer Survey from Coresight Research identifies and analyzes evolving consumer behaviors on Amazon.com across the US apparel and footwear category. This year, we draw insights from 2,006 online shoppers and our nine-year proprietary data set, offering a comprehensive, compelling view of Amazon’s dominance in fashion e-commerce and the key factors driving its growth in 2026 and beyond.

Proprietary survey data in this report include:

  • The proportion of US shoppers who have bought apparel from Amazon over the past year and who expect to buy apparel from Amazon over the coming 12 months
  • Apparel shoppers’ reasons for shopping on Amazon.com
  • The most purchased brands on Amazon.com
  • Where US shoppers have purchased apparel from in the past 12 months (including Amazon)

Data in this research report include: Amazon Haul usage drivers by age/income; AI shopping tool awareness and purchase motivators; 12-month Amazon apparel purchase intent by age, income and Prime access; apparel spend shift and net switching to/from Amazon by retailer; reasons for shifting away or buying more; Amazon categories, brands and private labels purchased; cross-category purchases; apparel purchase channels; past-12-month apparel retailers; Prime account/access; and attitudes toward Amazon apparel shopping.

Companies mentioned in this report are: Adidas, Amazon.com, Inc. American Eagle Outfitters, Burlington Stores, PVH, Columbia Sportswear, Costco Wholesale, Crocs, eBay, Gap, Guess, Hanesbrands, H & M, Inditex, Kohl’s, Levi Strauss, Lululemon, Macy’s, NIKE, Nordstrom, Ralph Lauren, Ross, Target, The TJX Companies, Under Armour, Urban Outfitters, Walmart.

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Discover how leading retailers are leveraging AI, speed, and culture to reshape the shopping experience, with insights from Shoptalk Europe 2026.

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

  • How is AI driving operational efficiency, and where does Europe stand in agentic commerce adoption compared with the US?
  • Why is real-time responsiveness now more critical than insight accumulation for consumer-centric strategies?
  • In what ways are physical stores evolving into measurable media platforms that amplify brand engagement?
  • Which emerging consumer trends, such as GLP-1 adoption and resale, are reshaping grocery and fashion retail?
  • How are culture-first strategies giving smaller challenger brands a sustainable competitive advantage?

Companies mentioned in this report include: Estée Lauder, Zalando, Boots, John Lewis, OBI, Cotswold Outdoor, MAC, Vinted, Bold Bean Co., MOTH.

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Reasons to Read

Each Analyst Corner features highlights and insights from the respective week’s “Report of the Week”—our featured must-read research report. This week, our featured report was Agentic Commerce Playbook: A Step‑by‑Step Framework for Retail Implementation and Scaling.

Uncover how agentic commerce is reshaping retail through AI-powered shopping agents and why retailers must adapt to new AI ecosystems to stay competitive. This report reveals the strategies, technologies, and risks that will define the future of retail in an AI-first world.

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

  • What are the strategic steps retailers should take to implement agentic commerce, from foundational product feeds to advanced AI-driven agents?
  • Which technology providers and platforms are essential for enabling agentic commerce, and how do they integrate with existing retail systems?
  • How should retailers prioritize AI visibility and data integration to ensure their products are discoverable in AI-driven shopping ecosystems?

Other relevant research:

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Discover the latest trends in UK retail store openings and closures for 2026, and gain insights into the evolving market landscape.

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

  • How many store closures and openings have UK retailers announced year to date in 2026, and how do these totals compare with the same period in 2025?
  • Which retailers are driving the latest changes in our 2026 major UK store closures and openings tracker?
  • How do full-year 2025 store closures and openings compare with 2026 year-to-date trends?

Companies mentioned in this report include: Berghaus, Free People, H Beauty, Hotel Chocolat, Lindt, Marks & Spencer, ProCook, Smyths and TGJones.

Data in this report include: week-by-week comparisons of UK store closures and openings for 2026 and 2025; rankings of major retailers by total store closures; rankings of major retailers by total store openings; tabulated confirmed versus planned store activity by retailer and sector.

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Uncover the latest shifts in the retail landscape and stay ahead of key trends that impact store openings, closures, and the broader consumer market.

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

  • What are the top store openings and closures in the US for 2026 so far?
  • Which retailers are expanding in 2026, and which brands are downsizing?
  • How do store closures and openings compare between 2025 and 2026 in key retail sectors?

Companies mentioned in this report include: Buc‑ee’s, Casey’s, Dash In, Dunham’s Sports, Giant Eagle, Jones Road Beauty, La DoubleJ, Macy’s, Neiman Marcus, Nordstrom, Primark, Publix Super Markets, Royal Farms, Seasalt Cornwall, T Market, Thom Sweeney, Tilly’s, Vuori, Whole Foods Market and Williams-Sonoma

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.

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Read this report to uncover answers to these questions:

  • How is Zebra turning its Workcloud Sync app into a “super app” that combines communication and task management?
  • What does Zebra’s end-to-end product demonstration reveal about computer vision, item tracking, and associate communication?
  • How can generative AI and traditional technologies like OCR reduce tedious tasks and speed up data entry for frontline workers?
  • In what ways are AI-powered mobile computers gaining new skills, such as translation, to assist both associates and shoppers?

Companies mentioned in this report include: Vaibe, Zebra

Data in this report include: mobile app features and enhancements; computer vision and item tracking demonstrations; generative AI and data acquisition capabilities; AI-powered mobile computer skills and language translation

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Understand how declining international visits, especially from Canada, are reshaping US retail and tourism.

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

  • How are US international visitor numbers trending in 2026, and what does this mean for tourism recovery?
  • What is the impact of declining traveler spending on retail, including shopping and luxury sectors?
  • How are Canadian visitor declines affecting specific destinations and metropolitan areas?
  • Which retailers and sectors are most exposed to changes in inbound tourism?
  • What are the prospects for recovery and the role of events, exchange rates, and global factors?

Data in this report include: international visitor numbers by country; year-over-year traveler spending; Canadian visits to US metros; retail exposure to inbound tourism; mapped regional visitor declines

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Uncover how agentic commerce is reshaping retail through AI-powered shopping agents and why retailers must adapt to new AI ecosystems to stay competitive. This report reveals the strategies, technologies, and risks that will define the future of retail in an AI-first world.

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

  • What are the strategic steps retailers should take to implement agentic commerce, from foundational product feeds to advanced AI-driven agents?
  • Which technology providers and platforms are essential for enabling agentic commerce, and how do they integrate with existing retail systems?
  • How should retailers prioritize AI visibility and data integration to ensure their products are discoverable in AI-driven shopping ecosystems?
  • How can brands adapt their product feeds and content to be “AI-friendly” and avoid being overlooked by conversational shopping agents?
  • What are the critical risks associated with agentic commerce, such as security vulnerabilities, fraud, and data breaches, and how can retailers mitigate these risks?
  • How can retailers build resilience into their operations to support AI-driven transactions, from real-time data integration to seamless inventory management?
  • What are the risks associated with AI-driven transactions, and how can retailers mitigate security and fraud concerns in agentic commerce?
  • How can retailers balance the promise of agentic commerce with the need for ethical governance, transparency, and consumer trust?

Data in this research report include: Projections for the global GenAI market size ($66.2 billion in 2026); Insights into the structural differences in agentic commerce ecosystems across the US and China; Comparative analysis of agentic shopping technologies like OpenAI’s ACP and Google’s UCP; Recommendations for building “agent-ready” product feeds; Strategic frameworks for integrating AI-driven commerce into existing retail operations.

Companies mentioned in this report include: Amazon, Google, Walmart, OpenAI, Target, Shopify, Etsy, PayPal, Stripe, Alibaba.

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Reasons to Read

Discover how US consumers are reacting to shifting economic conditions, Iran conflict and inflation pressures.

Read this report to discover answer to these questions:

  • How is consumer sentiment diverging across income groups—and what does this mean for premium versus value retail performance?
  • How are higher gasoline prices impacting consumer budgets and driving spending cutbacks?
  • Which categories are seeing the greatest reductions in spending—and what does this signal for discretionary vs. essential retail?

Data in this research report include: Consumer sentiment by income and time; impact of gasoline prices on spending behavio; and retailer and category-level shopping data.

Other relevant research:  

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Understand how the 2026 FIFA World Cup may influence US consumer spending and engagement.

  • Explore which categories consumers are most likely to spend on during the tournament.
  • Learn how World Cup-related spending may reflect discretionary reallocation rather than broad-based retail demand growth.
  • Examine the role of experiential and viewing-oriented spending in shaping tournament-related consumer behavior.

Data in this research report are:

  • Expected consumer engagement with the 2026 FIFA World Cup through viewing and in-person attendance
  • Planned World Cup-related purchases and anticipated spending categories
  • Expected consumer spending ranges related to the tournament
  • Categories consumers expect to reduce spending on to fund World Cup-related purchases
  • Consumer participation and spending expectations
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Agentic commerce is transforming how consumers shop, how retailers engage with customers, and how workforces will evolve in the age of artificial intelligence. This report outlines the four key stages of agentic commerce, from AI-assisted discovery to autonomous agent-to-agent retail, and explores the profound implications for retailers, consumers, and society.

Artificial intelligence is driving this transformation at a rapid pace, and understanding these shifts is crucial for all stakeholders in the retail and consumer industries. Our analysis leverages the IMPACT framework to bring structure to these changes, breaking the evolution of agentic commerce into key pillars: Investment and Infrastructure, Models, Policies and Regulations, Applications, Consumers and Retail Markets, and Transformations.

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

  • How will AI-powered shopper agents impact traditional consumer purchasing behaviors?
  • What are the long-term opportunities and challenges for retailers in adapting to AI-driven discovery and in-engine transactions?
  • How will agent-to-agent communication in retail evolve, and what does this mean for competition and market power?
  • What will happen to the workforce as AI replaces routine jobs and creates new roles in governance, model training, and ethical AI?

Data in this research report include: Market projections for agentic commerce, AI-driven product discovery trends, evolving consumer expectations, autonomous agent adoption, and shifts in the workforce due to AI automation.

Companies mentioned in this report include: Amazon, Google, Walmart.

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Reasons to Read

Each Analyst Corner features highlights and insights from the respective week’s “Report of the Week”—our featured must-read research report. This week, our featured report was US Fashion Resale: Value, Vintage and Luxury Drive Momentum

Discover the growth and challenges of the US fashion resale market, with insights into consumer behavior, digital platforms and luxury resale trends.

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Reasons to Read

Discover the growth and challenges of the US fashion resale market in this presentation from our Premium Subscriber Call, with insights into consumer behavior, digital platforms and luxury resale trends.

View this slide deck to discover answers to these and other questions:

  • How is the US fashion resale market expected to grow, and what are the key drivers behind this expansion?
  • What factors are driving consumer adoption of secondhand fashion across different age groups?
  • How are luxury resale platforms capitalizing on the growing demand for pre-owned high-end products?
  • Who is leading in market share?

Read the accompanying report.

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Reasons to Read

Discover the latest trends in UK retail store openings and closures for 2026, and gain insights into the evolving market landscape.

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

  • How many store closures and openings have UK retailers announced year to date in 2026, and how do these totals compare with the same period in 2025?
  • Which retailers are driving the latest changes in our 2026 major UK store closures and openings tracker?
  • How do full-year 2025 store closures and openings compare with 2026 year-to-date trends?

Companies mentioned in this report include: Busby & Fox, Farmfoods, HMV, Holland & Barrett, Leading Labels, Marks & Spencer, Pure Seoul, Radley London, Reformation, Rituals, Sally Beauty, The Fragrance Shop, The Label Yard and The Works

Data in this report include: week-by-week comparisons of UK store closures and openings for 2026 and 2025; rankings of major retailers by total store closures; rankings of major retailers by total store openings; tabulated confirmed versus planned store activity by retailer and sector.

Other relevant research:

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