Store TrackerUS Store Tracker Extra, October 2026: Retail Space Growth Slows in October, With 28.1 Million Net Square Feet Added YTD Aaron Mark Dsouza, Data Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research November 5, 2026 Reasons to ReadDiscover insights into the shifting retail landscape and upcoming trends with the 2026 US Store Tracker Extra. Read this report to discover answers to these and other questions: How do 2026 US store closures and openings compare to the same period in 2025? What are the leading companies driving retail space? Which retailers are expanding their presence with the net store openings in 2026? Companies mentioned in this report include: Amazon, American Made, Arc’teryx, Bestseller, Cole Haan, DIFF Eyewear, Haynes Furniture, IKEA, Jack & Jones, Jacob Cohën, Leslie’s, Lidl, Musashi, Paul Smith, PetSmart, Polène, Publix Super Markets, Ross Stores, Salvatore Ferragamo, The Dump Luxe Furniture Outlet, Trader Joe’s, Wayfair, Whole Foods Market, Winn-Dixie and XiRENA. 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 member? 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 membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Insight ReportHoliday 2026 Weekly Survey Insights: Shopping Progress Moves Closer to Last Year Sophie Anne Luo, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research November 4, 2026 Reasons to ReadDiscover how US consumers’ holiday shopping progress, retailer preferences and product purchases are shifting as the 2026 holiday season gathers momentum—and how these trends compare with 2025. Read this report to discover answers to these and other questions: Which product categories are gaining or losing momentum as consumers shift between gift buying and seasonal preparation? Which retailers are capturing the greatest share of holiday shoppers, and how has Walmart’s lead over Amazon changed? How are holiday shopping participation and purchasing rates evolving, and is shopping progress catching up with last year? Data in this research report include: Weekly survey results from approximately 400 US consumers on holiday shopping status, holiday purchases in the past seven days, retailers shopped and product categories bought, with comparisons to the same weeks in 2025. Companies mentioned in this report are: Amazon, Best Buy, Costco Wholesale, Dollar General, Dollar Tree, Target, Temu, The TJX Companies and Walmart (including Sam’s Club). Other relevant research: All our research on US holiday retail. Already a member? 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 membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Deep DiveRetail AI Playbook: Pathway to Scalable, Secure and Responsible AI Deployment Manik Bhatia, Head of Cobranded Research Sector Lead: Steven Winnick, Vice President—Innovator Services November 4, 2026 Reasons to ReadDiscover how retailers can scale AI securely and responsibly, with the governance, data foundations and infrastructure needed to move from pilot programs to production deployments. Read this report to discover answers to these and other questions: How are retailers deploying AI across customer service, fraud prevention, supply chain and in-store operations? Which AI-related risks, from data leakage to excessive agent autonomy, concern retailers most? How does formal AI governance speed up deployment approvals and build customer trust? What does the AI TRUST Framework recommend for scaling AI securely? Data in this report include: Findings from a survey of 100 North American retail decision-makers; AI deployment rates by business function; data sources feeding AI systems; AI risk rankings; governance timelines, barriers and benefits; and the US agentic commerce market forecast through 2030. Already a member? 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 membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Deep DiveOnline Grocery Shopper Penetration Hits a New High: The Context for the DoorDash-Instacart Deal—US Consumer Survey Insights Aditya Kaushik, Analyst November 3, 2026 Reasons to ReadDiscover how US consumers are responding to shifting economic conditions, the Iran conflict and inflationary pressures. Read this report to explore answers to these questions: How is consumer sentiment diverging across income groups, and what does this mean for premium versus value retail performance? Which retailers are consumers are shopping at, and which categories are they purchasing? Data in this research report include: Consumer sentiment, in total and by income, weekly; rates of shopping at major retailers, weekly; rates of purchasing in selected retail categories, weekly. Companies mentioned in this report include: Amazon, Walmart, Dollar General, Dollar Tree, Family Dollar, TJX Companies, eBay, Kohl’s, Macy’s, Albertsons Companies, Kroger, Aldi, Costco, Target, Trader Joe’s, Whole Foods Market, Publix, Ahold Delhaize, Temu. Other relevant research: Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. Already a member? 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 membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Deep DiveDiscount Decades: US Grocery Discounters—Disrupting Mainstream Grocery Retail Through Value and Aggressive Expansion Sujeet Naik, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research November 2, 2026 Reasons to ReadIn our five-part Discount Decades series, uncover the demographic, financial, and economic forces set to continue fueling US discount across apparel and footwear, cross-border e-commerce platforms, dollar stores (and similar formats) and grocery. Discover how US grocery discounters are disrupting mainstream retail through aggressive expansion and compelling value. Uncover strategies to defend market share, strengthen customer loyalty and compete beyond price. Read this report to uncover answers to these and other questions: Which US grocery discounters are positioned to gain market share through 2030, and how do their growth prospects compare with traditional grocers? How are discounters’ store expansion strategies and proximity to Walmart, Target and other rivals reshaping local competition? What do Aldi’s shopper demographics reveal about its appeal among younger consumers and its reach beyond lower-income households? How do private-label dominance, lean operations and opportunistic sourcing support low prices—and why have Save A Lot and Grocery Outlet faced setbacks? How can traditional grocers use e-commerce, loyalty programs and differentiated private-label offerings to retain shoppers and counter discounters’ competitive advantages? Companies mentioned in this report include: Ahold Delhaize; Aldi; Albertsons Companies; Dollar General; Grocery Outlet; Kroger; Lidl; Publix; Save A Lot; Target; Walmart. Related research: Discount Decades: A Shrinking Middle Class Reshapes US Retail Discount Decades: Tariffs Reshape Apparel and Footwear as Off-Price Retailers Extend Their Lead Discount Decades: What US De Minimis Removal Means for Shein, Temu, Amazon Haul and AliExpress Already a member? 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 membership plans. View Membership Plans or Purchase this report. Buy Now This document was generated for
Insight ReportDoorDash’s $17 Billion Instacart Deal: How Scale, Ads and Owned Fulfillment Are Reshaping Quick Commerce Charlie Poon, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research November 2, 2026 Reasons to ReadDiscover how the proposed $17 billion DoorDash-Instacart deal could reshape grocery delivery, retail media and fulfillment economics for your business. Read this report to discover answers to these and other questions: How would DoorDash’s proposed Instacart acquisition accelerate its expansion into large-basket grocery shopping? How could Instacart’s order volume improve the economics of DoorDash’s owned fulfillment network? Why do advertising, retailer software and membership underpin the deal’s profit potential? How will antitrust scrutiny and grocer acceptance determine how much value the combination can deliver? Companies mentioned in this report include: Amazon, Best Buy, CVS Health, Delivery Hero, DoorDash, Gopuff, Instacart, Macy’s, Party City, Sally Beauty, Shipt, Target, Uber and Walmart. Data in this report include: Shares of combined DoorDash and Instacart orders and order value in Q2 2026; Instacart advertising and other revenue, GTV and adjusted EBITDA in Q2 and Q3 2026; the announced transaction timeline and potential closing extensions. Other relevant research: Visit the Coresight Research Food, Grocery and CPG Retail Hub and Retail Technology Hub. Already a member? 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 membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Analyst CornerAnalyst Corner: What US De Minimis Removal Means for Shein, Temu, Amazon Haul and AliExpress, with Abhinav Tagore Abhinav Tagore, Analyst November 1, 2026 Reasons to ReadEach 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 Discount Decades: What US De Minimis Removal Means for Shein, Temu, Amazon Haul and AliExpress. Understand how US de minimis removal is reshaping Shein, Temu, Amazon Haul and AliExpress, and how rising import costs are changing competition. Read this report to discover answers to these and other questions: How is US de minimis removal affecting Shein’s business? How is Temu adapting its US marketing strategy? How do Shein and Temu differ in the US apparel shoppers they attract? Companies mentioned in this report include: Shein, Temu, Amazon Haul, AliExpress, PDD Holdings, Alibaba Data in this report include: Shein’s revenue and valuation; Temu’s US ad spend and users; Amazon Haul’s assortment; shopper demographics. Other relevant research: Discount Decades: What US De Minimis Removal Means for Shein, Temu, Amazon Haul and AliExpress All Analyst Corners This document was generated for
Store TrackerWeekly UK Store Openings and Closures Tracker 2026, Week 43: DeMellier and Love Laura Open Their First Stores Aaron Mark Dsouza, Data Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research October 30, 2026 Reasons to ReadDiscover the latest trends in UK retail store openings and closures for 2026 and gain insights into the evolving market landscape. Read this report to discover answers to these and other questions: 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: Brook Taverner, DeMellier, Diamonds Factory, JD Sports, Julian Charles Home, Lindt, Love Laura, Poltronesofà, Specsavers, Sézane, Søstrene Grene, The Food Warehouse, Warren James and White Stuff. 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: 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 member? 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 membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Store TrackerWeekly US Store Openings and Closures Tracker 2026, Week 43: Grocery Retailers Lead Store Openings, Anchored by Trader Joe’s Aaron Mark Dsouza, Data Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research October 30, 2026 Reasons to ReadUncover 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: Cole Haan, Jack & Jones, KUIU, Musashi, Trader Joe’s and Winn-Dixie 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 member? 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 membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Insight ReportFlipkart Big Billion Days 2026 Insights: Higher Consumer Participation, Quick Commerce and Seller Expansion Drive Growth Sujeet Naik, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research October 30, 2026 Reasons to ReadDiscover how Flipkart’s festive sale reshaped shopper engagement, quick-commerce adoption and opportunities for brands and sellers across India. Read this report to discover answers to these and other questions: How did buyer and order growth during Flipkart Big Billion Days 2026 compare with growth in unique visitors? What role did Gen Z shoppers and consumers from Tier-2 and smaller cities play in the event? How did growth in beauty, grooming, lifestyle and appliances reshape the festive shopping basket? How did Flipkart Minutes expand its reach and assortment beyond everyday essentials during the event? How did seller participation, logistics expansion and AI-enabled discovery support Flipkart’s festive marketplace activity? Data in this research report include: India’s festive online GMV estimates for 2022–2026, Flipkart’s year-over-year growth in orders, units, buyers and unique visitors, the share of Gen Z and Tier-2-plus buyers, category growth, Flipkart Minutes reach, and seller and fulfillment metrics. Companies mentioned in this report include: Flipkart, Walmart, Apple, Samsung Electronics, Lakmé, Hindustan Unilever, L’Oréal, Maybelline, Tata CLiQ and Croma. Already a member? 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 membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Event CoverageAritzia Investor Day 2026: How Aritzia Plans To Double Revenue Through US Expansion Aditya Kaushik, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research October 30, 2026 Reasons to ReadDiscover how Aritzia plans to double revenue by fiscal 2032 and what the US growth plan means for its margins, stores and product mix. Read this report to discover answers to these and other questions: How can the US supply about 85% of Aritzia’s planned doubling of revenue? Why are US boutique openings the main action plan? Will brand awareness and digital drive US customer growth? Can product expansion deliver $1.1 billion of incremental revenue? What does the financial framework mean for Aritzia’s 21% margin target? Companies mentioned in this report include: Aritzia. Data in this report include: fiscal 2027 guidance versus fiscal 2032 targets for revenue, growth, boutiques, digital sales and margin; Aritzia’s positioning versus market segments; planned US boutique network expansion through fiscal 2032; planned capital expenditures. Already a member? 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 membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Insight ReportUS CPG Sales Tracker: Spending Remains Focused on Personal Care and Everyday Consumption Prerana P Kotian, Data Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research October 29, 2026 Reasons to ReadRead this report to discover answers to these and other questions: How did US CPG e-commerce, in-store and total sales perform in the latest four-week period, and what does the moderation in growth indicate about consumer demand? How are performance trends diverging across food & beverages, health & beauty and general merchandise & household essentials, and which department is proving most resilient? Why does food & beverages remain the largest contributor to overall CPG sales, and which categories are driving the strongest online and total sales growth? Why is health & beauty generating the strongest total sales growth among major CPG departments, and how are beauty and personal-care-focused purchases supporting consumer spending resilience? What does the widening performance gap between benefit-driven categories and slower-growing discretionary segments reveal about evolving consumer priorities and spending behavior? Companies mentioned in this report include: Costco Wholesale, Ulta Beauty, Bath & Body Works, The Estée Lauder Companies, Sephora, The Ordinary, La Roche-Posay, CeraVe, SkinCeuticals and Walmart. Data in this report include: Year-over-year growth rates for CPG e-commerce and in-store sales; Breakdown of CPG sales growth by department; Insights into food & beverage market growth and beauty category growth. Other relevant research: More reports in our US CPG Sales Tracker series Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles Already a member? 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 membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Insight ReportHoliday 2026 Weekly Survey Insights: Fewer Consumers Have Started Holiday Shopping Than a Year Ago Sophie Anne Luo, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research October 28, 2026 Reasons to ReadDiscover how US holiday shopping trends compare with last year, which retailers and product categories are leading purchases, and how retailers can engage consumers who have yet to begin their holiday shopping. Read this report to discover answers to these and other questions: How does the share of consumers yet to start holiday shopping compare with last year, and what opportunities does this create for retailers? Why is recent holiday purchasing activity holding steady year over year despite consumers making slower overall progress with their holiday shopping? How has the competitive gap between Walmart and Amazon shifted compared to last year? Which holiday product categories are gaining momentum, and which are seeing declining consumer interest? What do Coresight Research’s fourth-quarter retail sales growth forecast and recent Federal Reserve interest rate decisions mean for value-focused retailers and consumer financing options? Data in this research report include: Weekly survey results on holiday shopping status, holiday purchases in the past seven days, retailers shopped and product categories bought, with comparisons to the same weeks in 2025. Companies mentioned in this report are: Amazon, Costco Wholesale, Dollar General, Dollar Tree, Target and Walmart (including Sam’s Club). Other relevant research: All our research on US holiday retail. Already a member? 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 membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Deep DiveUS Consumer Credit and BNPL: Capturing the Aging Opportunity John Mercer, Head of Global Research and Managing Director of Retail Research October 28, 2026 Reasons to ReadDiscover how shifting consumer-debt patterns are creating new growth opportunities for buy now, pay later (BNPL) providers and retailers. Read this report to discover answers to these and other questions: Why is US consumer debt increasingly concentrated among certain age groups and how does that compare to BNPL usage? How does BNPL adoption, usage growth and purchasing behavior differ by household income? How fast is BNPL growing and how large could the market become? Do recent consumer-credit delinquency trends point to a meaningful deterioration in borrower health? Companies mentioned in this report include: Affirm, Afterpay/Block, Klarna, PayPal, Sezzle, Zip, Shopify, Costco, Mattress Firm, Ace Hardware, Lowe’s and Ulta Beauty. Data in this report include: consumer debt growth and balances by age and credit type; student loan balances and borrower trends; BNPL usage by age and income; BNPL usage motivations, spending categories and providers; consumer-credit market size and growth; BNPL revenue forecasts and credit issuance; and serious-delinquency trends by age and credit type. Already a member? 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 membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Deep DiveWalmart Gains Across Food and Nonfood as Kroger’s Fightback Begins: US Consumer Survey Insights Aditya Kaushik, Analyst October 27, 2026 Reasons to ReadDiscover how US consumers are responding to shifting economic conditions, the Iran conflict and inflationary pressures. Read this report to explore answers to these questions: How is consumer sentiment diverging across income groups, and what does this mean for premium versus value retail performance? Which retailers are consumers are shopping at, and which categories are they purchasing? Data in this research report include: Consumer sentiment, in total and by income, weekly; rates of shopping at major retailers, weekly; rates of purchasing in selected retail categories, weekly. Companies mentioned in this report include: Amazon, Walmart, Dollar General, Dollar Tree, Family Dollar, TJX Companies, eBay, Kohl’s, Macy’s, Albertsons Companies, Kroger, Aldi, Costco, Target, Trader Joe’s, Whole Foods Market, Publix, Ahold Delhaize, Temu. Other relevant research: Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. Already a member? 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 membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
