Store TrackerWeekly US Store Openings and Closures Tracker 2026, Week 13: Openings Down 47% Year Over Year Aaron Mark Dsouza, Data Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research April 3, 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: CVS Health, Designer Brands, J.Jill, Kindthread, Miniso, Neiman Marcus, NONFICTION, Saks Global, Shoe Carnival, Sportsman’s Warehouse, Violet Grey, Vivobarefoot, Winn-Dixie and Zumiez 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 ReportOnce-Highflying Allbirds Sells Itself for a Song John Harmon, CFA, Managing Director of Technology Research April 2, 2026 Reasons to ReadRead this report to find answers to these key questions: How did shifting consumer preferences lead to Allbirds’ rapid rise and fall? Do consumers really prioritize sustainability when budgets are tight? Why has Allbirds joined the wave of store closures in the US? Companies mentioned in this report include: American Exchange Group, Allbirds Data in this report include: Allbirds revenue trends; Consumer survey insights; US store closure estimates Other relevant research: US Store Tracker Extra: Store Openings and Closures 2025 Review and 2026 Outlook Weekly US Store Openings and Closures Tracker 2026, Week 5: Saks Global To Close Stores 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 TrackerUS Store Tracker Extra, March 2026: Total Opened Retail Space Exceeds 50 Million Square Feet Aaron Mark Dsouza, Data Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research April 2, 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 closures and openings? Which retailers are expanding their presence with the newest store openings in 2026? Companies mentioned in this report include: Academy Sports and Outdoors, Abercrombie & Fitch Co., Amazon.com, American Eagle Outfitters, American Eagle Outfitters, Associated British Foods, BAPE, Bass Pro Shops, Bath & Body Works, Beams, Best Buy, BJ’s Wholesale, Boden, Burlington Stores, Carolina Herrera, Casey’s, Castlery, Chair King, Citi Trends, Costco Wholesale, Cotopaxi, Daiso, DICK’S Sporting Goods, Dollar General, Dollar Tree, Fortunoff, Fugazi, Gap Inc., Glossier, Grocery Outlet, H Mart, Haverty Furniture, Jendue, Kohl’s, Lidl, Madhappy, Mango, Meijer, MINISO, Nordstrom, Ollie’s Bargain Outlet, PGA TOUR Superstore, Princess Polly, Publix Super Markets, Rally House, Ross Stores, Saks Global, Signet Jewelers, Target, The Buckle, The Fresh Market, The TJX Companies, Inc., Tilly’s, Toast, Torrid, Ulta Beauty, Victoria’s Secret, Wawa, WeWearAustralian, Williams-Sonoma, Winn-Dixie, Yellow Rose, Zimmermann. 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 ReportKering and L’Oréal Finalize Strategic Partnership—Multibrand Luxury and Beauty Firms Focused on Core Capabilities John Mercer, Head of Global Research and Managing Director of Retail Research April 1, 2026 Reasons to ReadUnderstand how a €4 billion partnership is reshaping luxury beauty. Read this report to discover answers to these and other questions: How do Kering and L’Oréal gain from a deal that includes acquisitions, licenses and a new joint venture? What is the projected impact of Creed and long-term licenses on L’Oréal’s luxury and fragrance divisions? Why is this move in line with other beauty agreements in the luxury sector? Companies mentioned in this report include: Balenciaga, Bottega Veneta, Coty, Estée Lauder, Gucci, L’Oréal, Sephora, The House of Creed. 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 DiveAgentic Commerce: The US’s Open Approach vs. China’s Vertical Integration Charlie Poon, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research March 31, 2026 Reasons to ReadUncover how the divergent evolution of AI shopping agents in the US and China is reshaping global retail strategies, creating new imperatives for brand visibility, and redefining the path to purchase in an era of “agent-first” commerce. Read this report to discover answers to these and other questions: How do the structurally different agentic commerce ecosystems in the US (open-broker model) and China (vertically integrated super-app model) impact retailer strategy? Why is Amazon’s creation of an “exclusion zone” by blocking external agents forcing a hybrid landscape in the US, and what does this mean for non-Amazon retailers? How can retailers optimize their product feeds, APIs, and content to become “agent-friendly” and avoid being invisible to AI-driven discovery? What are the strategic implications of China’s Qwen app reaching 200 million users in 3.5 months versus the challenges US agents face in scaling native checkout? Should brands prioritize deep integration with walled-garden super-apps or adopt open protocols like the Universal Commerce Protocol (UCP) to future-proof their sales channels? Data in this research report include/are: Global GenAI market size projections ($66.2 billion in 2026); Alibaba Qwen user growth metrics (200M MAUs in 3.5 months, 120M orders in 6 days); Comparative analysis of agentic checkout capabilities across Qwen, ChatGPT, Gemini, and Amazon Buy for Me; Insights into the fragmentation of the US retail landscape vs. China’s vertical integration; Strategic frameworks for “agent-readiness” and protocol adoption. Companies mentioned in this report include/are: Alibaba Group, Alphabet Inc. (Google), Amazon, ByteDance, DoorDash, Etsy, Instacart, Meta Platforms, Microsoft, OpenAI, Shopify, Target, Tencent, Uber, Walmart, Chewy, Wayfair, Stripe, and more. 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 CPG: Why Unit Growth Has Stalled—and the Industry’s Path Forward Sujeet Naik, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research March 31, 2026 Reasons to ReadDiscover how the US consumer packaged goods (CPG) sector can navigate challenges like inflation fatigue, changing consumer habits and geopolitical pressures, and set the stage for potential volume recovery. Read this report to uncover answers to these and other questions: What factors are contributing to the stagnation of unit growth in the US CPG sector, and how are they impacting consumer behavior and sales trends? How can CPG companies adapt their pricing strategies and portfolios to recover volumes and align with shifting consumer preferences? What opportunities exist for CPG brands to capitalize on the growing adoption of GLP-1 medications and the rising demand for healthier, high-protein products? What role will AI-driven tools and dynamic pricing optimization play in driving future growth for CPG companies? Companies mentioned in this report include: Campbell’s Company, Danone, General Mills, Hershey Company, Kraft Heinz, Mondelez International, Nestlé, PepsiCo and Walmart. Data in this report include: Total CPG unit sales and dollar sales growth for four-week periods, edible CPG unit sales and dollar sales growth for four-week periods, average weekly grocery spending trends, the impact of GLP-1 medications on consumer eating habits, US food and beverage category sales performance and financial sentiment surveys among lower-income households. 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 DiveFinancial Sentiment Improves Amid Middle East News Flow: US Consumer Survey Insights Aditya Kaushik, Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research March 31, 2026 Reasons to ReadDiscover how US consumers are reacting to shifting economic conditions, Iran conflict, inflation pressures and tariffs. Read this report to discover answer to this question: 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 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 Report4Q25 Retail Inventory Insights: Execution Discipline Delivers Cleaner Holiday Exits and Turnover Improvement Risheek Dandekeri Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research March 30, 2026 Reasons to ReadUncover how retailers are navigating tariff risks, inventory divergence and digital transformation to protect margins in 4Q25. 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 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: US Consumers’ Plans for the Memorial Day, Mother’s and Father’s Day, and the Holiday Season, with Aditya Kaushik Aditya Kaushik, Analyst March 29, 2026 Reasons to ReadDiscover expected shopping behavior of consumers for calendar events in the second quarter of 2026 (2Q26, April–June) and the end-of-year holiday season. Every Analyst Corner also includes a roundup of research and data published that week. Read this week’s Analyst Corner to discover answers to these and other questions: Whether US consumers expect to spend on Memorial Day, Mother’s Day and Father’s Day, and how much they expect to spend on each event compared to last year and in dollar terms Consumers’ spending expectations for the 2026 holiday season Other relevant research: Our full report is due next week All Analyst Corners This document was generated for
Store TrackerWeekly UK Store Openings and Closures Tracker 2026, Week 12: The Original Factory Shop Continues Store Closure Aaron Mark Dsouza, Data Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research March 27, 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: Bonmarché, Crocs, Flannels, Fred Perry, Hugo Boss, IKEA, JD Sports, Oliver Brown, Russell & Bromley, Sunglass Hut, Tapi Carpets & Floors, TGJones, The Original Factory Shop, and Tiso. 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 12: Five Below Announces Store Expansion Plan Aaron Mark Dsouza, Data Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research March 27, 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: Alimentation Couche-Tard, Best Buy, Castlery, Destination XL Group, Five Below, Glossier, Macy’s, Inc., Madhappy, Payless, Publix Super Markets, Rally House, Signet Jewelers, Toast, Torrid, WeWearAustralian, Williams-Sonoma, Winn-Dixie, and Zimmermann 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
Event CoverageShoptalk Spring 2026: Day 3— Retail AI and the Omnichannel Experience; Premium Brand Building; The Creator Economy Reshapes Commerce; Shoptalk Spring 2026 Key Takeaways Aaron Weingott, Editorial ConsultantSujeet Naik, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research March 26, 2026 Reasons to ReadDiscover how AI, premium brand strategies and the creator economy are reshaping retail—from omnichannel customer experiences to physical retail expansion and the growing influence of creators on buying decisions. Read this report to uncover answers to these and other critical questions: How is Macy’s using AI to extend the in-store colleague experience into digital channels, and what does the “One Macy’s” model mean for omnichannel customer value? What strategies has New Balance used to achieve 180% growth over five years while expanding its physical retail presence and holding the line on premium pricing? How are creators influencing purchasing behavior, and why is creator-driven content more trusted by Gen Z than traditional studio content? With 110 million hours of shopping-related content watched on YouTube daily, how should brands and retailers be thinking about their presence in the creator economy? Companies mentioned in this report include: Macy’s, New Balance, YouTube, Disney, The Honest Company. This document was generated for
Event CoverageShoptalk Spring 2026: Day 2— AI, Fulfillment, Marketing and Brand Strategy Take Center Stage Aaron Weingott, Editorial ConsultantSujeet Naik, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research March 25, 2026 Reasons to ReadDiscover how AI, data and operational innovations are transforming the retail landscape—from in-store experiences to fulfillment strategies and marketing approaches. Read this report to uncover answers to these and other critical questions: How is AI reshaping in-store physical retail, improving associate workflows and enhancing customer experiences? What are the hidden costs in fulfillment and delivery, and how can AI help reduce these expenses? How are technologies like drone delivery, agentic platforms and human-generated content transforming the marketing and customer experience landscape? How can brands strategically balance physical and digital retail to build lasting customer relationships? Companies mentioned in this report include: The Vitamin Shoppe; Tecovas; Burq; Wing; Pipe17; SuperCircle; PebblePost; Statusphere; The Home Depot; Victoria’s Secret; Adobe; PebblePost; Wing; OpenAI; Algolia; Botify; Google; Shopify; Sephora. Find all of our coverage of Shoptalk Spring 2026 here. This document was generated for
Deep DiveUltrahigh Net Worth Individuals (UHNWIs) and the Luxury Consumer—UHNWIs Anchor Luxury Spending as Next Gen Rises Charlie Poon, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research March 25, 2026 Reasons to ReadDiscover how ultra-high-net-worth individuals are becoming the decisive growth engine of a slowing luxury market, reshaping demand as wealth concentrates at the top and younger VICs redefine what “luxury” means. Read this report to discover answers to these and other questions: How is the global UHNWI population evolving in size, wealth concentration and regional mix, and what does this imply for luxury brands’ VIC strategies and growth planning through 2030? How is Asia-Pacific—particularly China and emerging ultra-wealth hubs—re-centering luxury demand, and how should brands recalibrate store networks, assortments and clienteling to capture this shift? How are VIC-driven spending, premiumization and prime real-estate acquisitions enabling maisons such as Chanel, Hermès, Kering, LVMH and Prada to offset aspirational softness and protect margins? How is the rise of Next Gen UHNWIs, from Millennials to Gen Alpha, changing luxury values and behaviors, and what does Coresight Research’s Fast Luxury model reveal about on-trend drops, resale and cultural influence? What are the strategic implications for brands, retailers and technology vendors—from VIC-centric operating models and Asia-focused expansion to AI-enabled clienteling, authentication and resale infrastructure? Data in this research report include/are: Global personal luxury goods market size and growth forecasts through 2030; UHNWI population, wealth and regional distribution from Wealth‑X; US luxury store traffic and VIC exposure from Placer.ai and Coresight Research; and generational and behavioral insights underpinning the Fast Luxury model. Companies mentioned in this report include/are: Chanel, Hermès (EPA: RMS), Kering (EPA: KER), LVMH (EPA: MC), Prada (HKEX: 1913), and Qiandao. 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 CoverageShoptalk Spring 2026: Day 1—Agentic Commerce and AI-Driven Personalization; Retail Media Innovation and Omnichannel Data; Emotional Connection and Loyalty in the AI Era Aaron Weingott, Editorial ConsultantSujeet Naik, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research March 24, 2026 Reasons to ReadDiscover how AI, data and human insight are reshaping the future of retail—from discovery to loyalty. Read this report to uncover answers to these and other critical questions: How is agentic commerce and AI-driven personalization transforming product discovery, shopping interfaces and retail operations? How are retail media networks and first-party data integrations driving measurable, full-funnel performance? Why are emotional connection, merchant instinct and community-driven insights becoming more valuable in an AI-powered retail landscape? Companies mentioned in this report include: Pinterest; OpenAI; The Home Depot; Behr Paint Company; Google; The Kroger Co.; Reddit; Gap Inc.; Sephora; Anthropic; Ocado; Gallo; Orium; Newell Brands; Sierra; Nordstrom; Commerce Ventures; LFX Venture Partners; Azoma; Bayezon AI; Flock AI; Autolane; SocialQ AI; Coframe; Ethosphere; MerchKit; RateRunners; ShopSight; and Anthropologie. Find all of our coverage of Shoptalk Spring 2026 here. This document was generated for
