Reasons to Read

Discover where US retail is heading—and which companies, channels and consumer trends will define the next phase of growth in this presentation. We also provide our latest expectations for holiday 2026.

Read this slide deck to find answers to these and other key questions:

  • How are shifting consumer spending patterns creating winners and losers across US retail, and what should retailers do about it?
  • How should retailers deploy tariff refund capital to drive competitive advantage?
  • Which retailers have captured the most retail growth, and what do their strategies have in common?
  • What is the outlook for holiday 2026 retail, as of July 2026?

Other relevant research:

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Reasons to Read

Artificial intelligence is advancing across compute, power, models, policy, retail adoption and labor at once. Discover how the Coresight Research AI IMPACT framework distills this fast-moving news flow into actionable intelligence across six pillars.

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

  • How are funding, compute and energy turning AI into an infrastructure battlefield?
  • How are frontier models becoming autonomous co-workers?
  • How are open-weight models reshaping pricing and competitive advantage?
  • Why are regulators and copyright disputes becoming central to AI strategy?
  • What does AI-assisted shopping adoption signal for agentic commerce and retailers?

Data in this research report include: AI funding rounds and valuations; compute, energy and data-center deals; frontier and open-weight model timelines; regulatory and copyright developments; US agentic commerce market-size estimates; consumer GenAI shopping adoption; retailer AI assistant launches; and AI-linked layoffs.

Companies mentioned in this report include: OpenAI, Anthropic, Meta, Amazon, Google, NVIDIA, DeepSeek, Moonshot AI, Alibaba, Ace Hardware, Ulta Beauty, Tesco and HSBC.

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Reasons to Read

Understand why US retail sales surged to their strongest growth rate of 2026. Explore how promotional activity, early back-to-school demand, tariff-related pull-forward purchases and improving month-over-month consumer conditions supported spending, while our machine-learning-driven outlook points to a moderation in growth through the remainder of the year. ‌

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

  • What are Coresight Research’s projections for year-over-year retail sales growth in each of the next 12 months?
  • What does the latest proprietary Retail Growth Outlook Score look like, and how does that compare to prior months?
  • What are the latest indications across a number of retail-impacting macroeconomic measures?
  • How are stable sources of asset-derived income, including interest and dividend income, helping support household spending power amid a challenging macroeconomic environment?

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.
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Reasons to Read

Each Market Navigator report offers an in-depth, data-rich view of a retail, consumer or technology sector and is packed with data on sectors, segments, companies and consumers. Our analysts discuss at greater length the sector themes they are observing and the insights they are forming on their markets.

In this Market Navigator, Coresight Research explores the global personal luxury goods market. Gain insights into emerging ideas and opportunities, understand the growth trajectory of the market and explore the competitive landscape. You will also discover key insights about market factors, store metrics, and consumer behavior and preferences, based on proprietary survey findings. We also discuss key themes we are watching in the global luxury market. Key topics covered in this report include the headwinds from geopolitical conflicts and macro uncertainty, the divergence in regional dynamics between the US and China, the rise of fast luxury alongside quiet luxury values, and the pricing strategy shifts being adopted by major fashion houses.

Data in this research report include:

  • Global personal luxury goods market sizes, year-over-year growth rates, and five-year projections through 2030.
  • Market segment breakdowns across hard luxury, soft luxury, eyewear, and beauty from 2021 to 2026E.
  • Regional market sizes, shares, and growth trajectories across China, Asia (excl. China), the US, Europe, and the Rest of the World.
  • Online sales growth, digital penetration rates, and e-commerce stabilization forecasts through 2030.
  • Year-over-year store traffic performance for 15 selected luxury brands in the US market.
  • Revenues, CAGRs, and global market shares of the top 15 global luxury brand groups.
  • Proprietary US consumer survey data.

Companies mentioned in this report include: Burberry, Chanel, Chow Tai Fook Jewellery Group, Compagnie Financière Richemont, EssilorLuxottica, Hermès, Kering, L’Oréal, LVMH, Moncler, Prada, Ralph Lauren, Tapestry, The Estée Lauder Companies, The Swatch Group, Gucci, Coach, Dior, Louis Vuitton, Balenciaga, Versace, Dolce & Gabbana, Bottega Veneta, Fendi, Jimmy Choo, Johnny Was, Marc Jacobs, Michael Kors, Oliver Peoples, Saint Laurent, Kate Spade, Tiffany & Co, Tory Burch, and Tumi.

  • This report is a part of our 2026 series of Market Navigator reports, which provide deep dives on major retail sectors and on US retail overallClick here to see more Market Navigators and check back as we publish more.
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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 Market Navigator: US Convenience Store Retailing—Consolidation, Disruption and the Race to Redefine Convenience for Modern Consumers

Discover how the US convenience store sector is responding to declining tobacco sales, quick-commerce disruption, rising fuel costs and changing consumer habits—and identify the strategies that could unlock resilient growth. Read this report to uncover answers to these and other questions:

  • How are shifting consumer habits reshaping the traditional convenience-store business model?
  • How can operators use foodservice, private-label products, digital capabilities and store modernization to drive traffic and strengthen engagement?
  • Why is industry consolidation likely to accelerate, and how could larger operators benefit from selective acquisitions?
  • How are quick-commerce platforms challenging the sector’s traditional advantages of speed, location and accessibility?
  • What factors matter most to consumers when choosing a convenience store, and how should retailers respond?

Companies mentioned in this report include: Seven & i Holdings; Alimentation Couche-Tard; Wawa; QuikTrip; Casey’s General Stores.

Other relevant research:

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: Boots, Decathlon, Grape Tree, Jack & Jones, Nobody’s Child, Office, Poundland, Rituals and Route One.

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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Reasons to Read

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: Adidas, Hasaki, Hobby Lobby, LEGO, Magda Butrym, MooRER, Nike, Staples, Timberland and Uniqlo.

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:

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Reasons to Read

Discover how emerging-city demand, premium purchases and faster fulfilment are reshaping the next phase of e-commerce growth in India.

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

  • How is Amazon Prime Day evolving from a sales event into a growth and visibility platform for brands and small and medium businesses?
  • Why are Indian consumers shifting from value hunting toward aspirational shopping and premium products?
  • How are delivery speed, digital payments, product selection and trust becoming more important competitive differentiators than discounts alone?

Companies mentioned in this report include/are: Amazon, Dreame Technology, Delsey Paris, Harley-Davidson, Jawa Yezdi Motorcycles, KTM, Royal Enfield, Samsonite, Triumph Motorcycles, Victorinox, Swiss Military.

Other relevant research:

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Reasons to Read

The Coresight Research monthly China Consumer Survey Insights series takes a regular temperature check on Chinese consumers’ behaviors and sentiment, based on exclusive proprietary survey data.

In this research report, we present findings from our latest weekly surveys, with the most recent undertaken on June 29, 2026. We spotlight developments in consumer sentiment on the economic and financial outlooks.

Read this report to discover answers to these key questions:

  • How did consumer sentiment peak in mid-June before weakening, and what drove the late-month reversal?
  • Which categories and activities particularly essentials, health, personal care and experiences—remained resilient amid cautious spending?
  • How are the weak 6.18 festival, declining retail sales, elevated energy costs, property pressures and severe flooding affecting household spending?
  • What do weekly and four-week rolling indicators signal about China’s economic outlook and the risk of softer consumption in July?
  • What pricing, promotion, trade-in and regional planning strategies should retailers adopt following 6.18 and ahead of the summer shopping period?

Data in this research report includes:

  • Consumers’ expectations for economic conditions and personal finances over the next 12 months, showing how optimism has evolved.
  • Changes in personal financial situations compared to 12 months ago, shedding light on shifts in consumer wealth perceptions.
  • Consumer activities over the past two weeks, highlighting engagement levels and emerging trends.
  • Purchasing behaviors, with insights into what consumers are buying in-store and online during the survey period.

Other relevant research:

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Reasons to Read

This report offers a detailed analysis of US retail sales performance in June 2026, breaking down key trends by sector and providing insights into inflation trends affecting the market.

Read this report to find answers to these questions:

  • What were the year-over-year changes in total retail sales (excluding gasoline and automobiles) between June 2025 and June 2026?
  • How did retail sales perform across different sectors in March 2026 and June 2026?
  • What is the estimated retail-only inflation trends from September 2025 to June 2026?

Other relevant research:

  • Our monthly reports keep you up to date on retail sales (in total and by sector) and key consumer indicators in the US.
  • Complementing our monthly reports, the Coresight Research US Retail Sales Databank brings together retail sales data to help you understand the scale and trajectory of US retail.
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Reasons to Read

Discover how US convenience store retailing can adapt to disruption from EV adoption, GLP-1, quick commerce and market consolidation. Read this report to uncover answers to these and other questions:

  • What structural headwinds—like tobacco decline, rising EV adoption and quick-commerce disruption—are shaping the future of US convenience stores?
  • How are operators diversifying into foodservice, digital capabilities and store modernization to protect traffic and engage consumers?
  • Which opportunities exist for larger players to expand while smaller operators navigate mounting challenges?
  • How are leading companies like Seven & i Holdings and Alimentation Couche-Tard leveraging strategic acquisitions and store optimization to drive growth?
  • What do in-store merchandise sales trends and market performance data reveal about the sector’s short- and long-term prospects?

Companies mentioned in this report include: Seven & i Holdings; Alimentation Couche-Tard

  • This report is a part of our 2026 series of Market Navigator reports, which provide deep dives on major retail sectors and on US retail overall. Click here to see more Market Navigators and check back as we publish more.
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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 Market Navigator: US Retail—A Fracturing Market Headed Toward $6 Trillion.

Discover which retail giants are reshaping the US market—and what their dominance means for every other retailer in 2026.

Read this Analyst Corner to discover answers to these and other questions:

  • Which two retail companies have, for the first time, each captured more than 10% of total US retail sales?
  • How many companies captured close to half of the dollar growth in total US retail sales between 2019 and 2025?
  • What characterizes “top-tier market-share consolidators,” and how are higher-margin nonretail revenues underwriting their retail operations?
  • How are convenience offerings and paid memberships locking in higher-income shopper loyalty?
  • How can retailers in 2026 seize a one-time opportunity for lasting competitive advantage?

Companies mentioned in this report are: Amazon and Walmart Inc.

Related research:

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: Belstaff, Co-op, Ebebek, Abercrombie & Fitch Co., Hugo Boss, Marks & Spencer, New Balance, Superdrug, TGJones and Wrangler.

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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Reasons to Read

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: Aritzia, Bass Pro Shops, Boden, IKEA, Lucky Brand, Market 32, PetSmart, Publix Super Markets, Schiaparelli and TESO Life.

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:

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Reasons to Read

Discover where US retail is heading—and which companies, channels and consumer trends will define the next phase of growth in this in-depth, data-driven report.

Read this report to find answers to these and other key questions:

  • How are shifting consumer spending patterns creating winners and losers across US retail, and what should retailers do about it?
  • How should retailers deploy tariff refund capital to drive competitive advantage?
  • Which retailers have captured the most retail growth, and what do their strategies have in common?
  • How is quick commerce evolving from a convenience premium to a baseline consumer expectation?
  • How is the K-shaped consumer economy reshaping demand, and what does this mean for retail strategy?

Companies mentioned in this report include: Ace Hardware, Albertsons Companies, Aldi, Alimentation Couche-Tard, Amazon, American Eagle Outfitters, Apple, Best Buy, BJ’s Wholesale Club, Burlington Stores, ByteDance/TikTok Shop, Costco Wholesale, CVS Health, Dick’s Sporting Goods, Dollar General, Dollar Tree, eBay, Etsy, Family Dollar, Gap, Giant Eagle, H-E-B, The Home Depot, Hy-Vee, Kohl’s, Koninklijke Ahold Delhaize, The Kroger Co., Levi Strauss & Co., Lowe’s Companies, Lululemon Athletica, Macy’s, Meijer, Menards, Nordstrom, PDD Holdings/Temu, Publix Super Markets, Ross Stores, Sephora, Shein, Target, The TJX Companies, Tractor Supply Co., Ulta Beauty, Wakefern Food Corp., Walgreen Co., Walmart, Wayfair and more.

Data in this report include: Retail market and sector sizes and forecasts; retailer revenue and market share trends; analysis of absolute revenue growth by retailer, 2019–2025; store count and total sales area by retailer; sales per store and sales densities; monthly store traffic trends; leading online retailers’ e-commerce revenues and GMV; consumer survey data on where Americans shop for food and nonfood products; category-level online versus in-store purchase penetration; and consumer perceptions of physical stores versus e-commerce across key shopping factors.

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