Reasons to Read

Discover how US consumers are reacting to shifting economic conditions, inflation pressures and tariffs in the new year.

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.

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Reasons to Read

Our Sector Focus data graphics feature the latest survey findings on US retail sectors and categories. Dive into the US home and home-improvement 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.

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Reasons to Read

Discover the key challenges and opportunities reshaping supply chains in the apparel, footwear and department store sectors. Learn how accelerating fashion cycles, geopolitical uncertainties, increasing returns and new technological innovations are transforming the way retailers operate and respond to consumer demands.

Every Analyst Corner also includes a roundup of research and data published that week, as well as highlighting upcoming reports to look out for from Coresight Research.

Reasons to Read This Report:

  • What are the main factors driving change in apparel, footwear, and department store supply chains?
  • What are the immediate actionable strategies retailers can adopt in the next 12 months to improve efficiency and resilience?

Other relevant research:

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Introduction

Coresight Research is a research partner of Shoptalk Spring 2026, which will take place during March 24–26, 2026, at the Mandalay Bay Resort in Las Vegas, Nevada. Shoptalk Spring is an annual conference that brings together executives from retailers, consumer-facing brands and technology providers across physical stores and e-commerce to discuss the latest trends, innovations and challenges shaping the retail industry.

In this preview guide to Shoptalk Spring 2026, we highlight notable sessions and speakers across four primary content themes: AI, Marketing and Media, Human-Centric Retail, and Technology. Together, these strands reflect the overarching theme “Retail in the Age of AI.” The agenda explores how artificial intelligence is influencing all aspects of retail while also examining the critical role of emotion, experience and human connection as counterbalances to automation. All times referenced in this report are Pacific Time (PT), the local time of the event.

In addition to the Main Stage and four primary content themes, Shoptalk Spring 2026 will also feature two tactical Lab stages. Lab A will focus on practical AI applications, and Lab B will explore a mix of marketing, technology and operational topics in smaller-format sessions designed for deeper, implementation-oriented discussion.

Deborah Weinswig, CEO and Founder of Coresight Research, will moderate the Startup Pitch session on Tuesday, March 24.

To help readers navigate the agenda and identify the most high-profile moments, this guide places particular emphasis on Main Stage Keynotes and Track Keynotes (one‑on‑one interviews) alongside selected sessions across the broader program.

Coresight Research will provide coverage of Shoptalk Spring 2026 on coresight.com throughout the event.

Essential Guide to Shoptalk Spring 2026

Main Stage Keynotes to Watch

Shoptalk Spring 2026 will feature a series of Main Stage Keynotes designed to frame the event’s central theme, “Retail in the Age of AI,” through the perspectives of senior leaders from retail, consumer brands and technology platforms. These sessions will set the strategic context for the agenda, addressing how retailers are navigating scale, innovation, customer experience and long-term growth in an increasingly AI-driven environment.

  • Niraj Shah, CEO & Co‑Chair, Wayfair
    Tuesday, March 24, 3:15 p.m.–3:35 p.m.
  • Christine Barone, CEO, and Tana Davila, Chief Marketing Officer, Dutch Bros
    Tuesday, March 24, 3:35 p.m.–3:55 p.m.
  • Nicola Mendelsohn, Head of Global Business Group, Meta
    Tuesday, March 24, 3:55 p.m.–4:15 p.m.
  • Hillary Super, CEO, Victoria’s Secret & Co.
    Wednesday, March 25, 2:30 p.m.–2:50 p.m.
  • Barbie Cameron, Chief Stores Officer, and Max Magni, EVP, Chief Customer & Digital Officer, Macy’s
    Thursday, March 26, 9:05 a.m.–9:25 a.m.
  • Joe Preston, President & CEO, New Balance
    Thursday, March 26, 9:25 a.m.–9:45 a.m.

Main Notable Sessions Across Four Major Themes

1. Scaling Artificial Intelligence Across the Retail Value Chain

Artificial intelligence is now well past the experimentation phase in retail and is becoming foundational infrastructure across the value chain. Retailers and consumer brands are increasingly embedding AI into merchandising, pricing, forecasting, supply chain optimization and customer engagement, reflecting a broader shift from pilot initiatives to enterprise-wide integration. As competitive pressures intensify and consumer expectations for personalization and efficiency rise, AI is evolving from a differentiator into a strategic necessity.

Related Reports

  • Coresight Research’s Retail 2026: 10 Trends in Retail Technology identifies agentic AI, in-store automation and real-time decision-making systems as key forces shaping retail transformation in 2026, underscoring how AI is expanding beyond customer-facing applications into operational and strategic functions across the organization.
  • Further reinforcing this shift, ongoing coverage of AI in retail from Coresight Research highlights that AI has become the preeminent technology influencing retail transformation, with adoption spreading across pricing optimization, demand forecasting, personalization and supply chain intelligence.
  • At the consumer level, Coresight Research data illustrates how generative AI is increasingly shaping how shoppers discover products, interact with brands and navigate commerce journeys, signaling a deeper integration of AI into everyday retail experiences.
  • Looking ahead, Coresight Research expects retailers to prioritize scalable AI ecosystems that connect customer data, operational intelligence and real-time decision-making across channels. As adoption deepens, issues surrounding governance, transparency and workforce enablement are likely to become more prominent considerations for retail leaders.

Agenda Highlights

Other than examining enterprise AI strategy, sessions related to this theme at Shoptalk Spring 2026 will explore practical applications of AI in personalization, operational efficiency and executive decision-making, highlighting how leading retailers are moving from experimentation to measurable impact.

Shoptalk Spring Sessions

Time Session Track Speakers/Panelists
Tuesday, March 24
10:20 a.m.–10:40 a.m. Track Keynote: Using AI to Amp Up Personalization Reshaping Shopping & Customer Behavior Matt Madrigal, Chief Technology Officer, Pinterest

Hilary Milnes (Moderator), Executive Editor, Vogue Business

10:40 a.m. –11:00 a.m. Track Keynote: Using AI to Amp Up Personalization Reshaping Shopping & Customer Behavior Sven Gerjets, EVP & Chief Technology Officer, Gap Inc.

Gabrielle Fonrouge (Moderator), Retail Reporter, CNBC

12:00 p.m.–12:40 p.m. Debate: AI Agents Will / Will Not Transform Retail Reshaping Shopping & Customer Behavior Scot Wingo, CEO, ReFiBuy

Ekta Chopra, Chief Digital Officer, E.L.F Beauty

Andrew Lipsman, Independent Analyst & Consultant, Media, Ads + Commerce

Sarah Marzano, Principal Analyst, Retail, Ecommerce & Retail Media, EMARKETER

Ben Miller (Moderator), VP, Original Content & Strategy, Shoptalk

Wednesday, March 25
9:30 a.m.–10:10 a.m. Rapid Fire: Assessing the Most Impactful AI Application Corporate & Frontline AI Applications Alex Richardson, Chief Technology Officer, Khaite

Christian Fortucci, Chief Technology Officer, David Yurman

Katia Unlu, Chief Commercial Officer, Boll & Branch

Anne Mezzenga (Moderator), Co-CEO, Retail Field Report

10:20 a.m.–11:00 a.m. AI Applications for In-Store Physical Retail Corporate & Frontline AI Applications Andrew Laudato, Chief Operating Officer, The Vitamin Shoppe

Kevin Harwood, Chief Technology Officer, Tecovas

Jordan Berke (Moderator), Founder & CEO, Tomorrow

11:10 a.m.–11:50 a.m. Using AI to Optimize Operations Corporate & Frontline AI Applications Velia Carboni, Chief Information Officer, SharkNinja

Ryan den Rooijen, Managing Director, AI & Monetization, Currys

Rajat Shroff, VP, Head of Product & Design, DoorDash

Mark Ruston (Moderator), VP, Global Retail Lead, Capgemini

Thursday, March 26
12:40 p.m.–1:00 p.m. Track Keynote: Strategic Leadership in the Age of AI Planning and Managing in an AI-First World Matt Baer, CEO, Stitch Fix

Jason Del Rey (Moderator), Founder, The Aisle

1:00 p.m.–1:20 p.m. Track Keynote: Balancing Excitement and Anxieties Around the Age of AI Elina Vilk, President & Chief Business Officer, David’s Bridal

Sarah Engel (Moderator), President, January Digital

1:30 p.m.–2:10 p.m. Case Studies: Using AI to Translate Business Data into Profitable Growth Planning and Managing in an AI-First World Christopher Carl, US Head of Marketing, AliExpress

Heather Mitchell, SVP Growth Partnerships, Shipt, Target

Rakesh Srinivasan, Global SVP of Data & Analytics, The Estée Lauder Companies

2. Advancing Marketing, Media and Social Commerce in an AI-Driven Retail Landscape

Retail media is rapidly evolving from a secondary monetization channel into a major profit driver for retailers, while also strengthening retailer–brand partnerships and shaping product discovery across digital commerce platforms. As commerce increasingly converges with content and media, retailers are leveraging their first-party data, digital ecosystems and owned platforms to create advertising solutions that offer measurable performance and closed-loop attribution. At the same time, social platforms continue to reshape product discovery, blending community, entertainment and transaction into more seamless purchase journeys.

Related Reports

  • At Coresight Research, we recently noted that retailers have opportunities to grow margins this year, even if their options to grow sales meaningfully may sometimes be more limited. Retail media is one means of expanding margins.
  • Coresight Research’s report on 10 trends in retail media highlights the accelerating sophistication of retail media networks, driven by AI-enabled targeting, advanced measurement capabilities and deeper integration of first-party data. The report underscores how retailers are expanding media offerings beyond onsite placements to include offsite activation, omnichannel integration and enhanced personalization.

Complementing the Marketing & Media Stage discussions, Tactical Lab sessions will also address emerging strategies for AI‑driven discovery. “Tactics for AEO and GEO,” scheduled in Tactical Lab A for Tuesday, March 24, from 10:20 a.m.–11:00 a.m., will explore how retailers and brands can optimize their digital presence for AI‑powered search and conversational interfaces. The session will outline practical approaches to AI engine optimization and generative engine optimization (AEO and GEO), including how companies can prioritize efforts across major AI platforms, develop AI‑trusted content and evaluate the effectiveness of these strategies.

Agenda Highlights

In addition to strategic discussions on retail media growth and platform partnerships, sessions related to this theme at Shoptalk Spring 2026 will explore case studies from retailers and consumer brands, influencer and creator strategies, and practical approaches to monetizing attention in an increasingly AI-driven media ecosystem.

Shoptalk Spring Sessions

Time Session Track Speakers/Panelists
Tuesday, March 24
9:30 a.m.–9:50 a.m. Track Keynote: Visions for the Future of Marketing & Branding The Evolution of Retail Media Anca Marola, Global Chief Digital Officer, Sephora

Mahak Sharma, Product Partnerships, Search & Commerce, OpenAI

Hilary Milnes, Executive Editor, Vogue Business

9:50 a.m.–10:10 a.m. Track Keynote: Visions for the Future of Marketing & Branding The Evolution of Retail Media Steve Huffman, Co-Founder & CEO, Reddit

Joe Laszlo (Moderator), Head of Content & Insights, U.S., Shoptalk

10:20 a.m.–11:00 a.m. Retail Media Innovation: Retailer + Brand Case Studies The Marketing & Media Stage Taryn Dominie, Head of Industry, Orange Apron Media, The Home Depot

Andy Lopez, SVP & Head of Global Marketing, Behr Paint Company

Andrew Hotz, Director, Consumer Brands, Government & Entertainment, Google

Nicole Pawlukowsky, General Manager & VP, Kimberly-Clark

Christine Foster, SVP, Kroger Precision Marketing, The Kroger Co.

Amy Andrews (Moderator), President, Mars United Commerce

12:00 p.m.–12:40 p.m. Innovative Approaches to Marketing Across the Customer Journey The Evolution of Retail Media Amanda Bailey, VP Customer Marketing & Loyalty, Lowe’s

Meredith Glansberg, CEO, Quip

Carina Ertl, Chief Marketing Officer, Tourneau | Bucherer

Lauren Wiener (Moderator), Managing Director & Senior Partner, Boston Consulting Group

Wednesday, March 25
9:30 a.m.–10:10 a.m. Building and Optimizing Social Media Strategies Today Influencer & Social Marketing Karin Tracy, Group Lead, Retail & E-Commerce, Meta

Craig Brommers, Chief Marketing Officer, American Eagle

Paul Toms, Chief Marketing Officer, Wayfair

Joe Yakuel (Moderator), Founder & CEO, Within

10:20 a.m.–11:00 a.m. Maximizing the Return on Influencer Marketing Influencer & Social Marketing Jennifer Brown, Head of U.S. Influencer Marketing & Talent Partnerships, SHEIN

Lisa Horton, Chief Communications & Creative Officer, David’s Bridal

11:10 a.m.–11:50 a.m Debate: Your Next Brand Ambassador Will / Will Not Be AI Influencer & Social Marketing Mike Jacobs, Chief Growth Officer, Consortium Brands

David Katz, Chief Marketing Officer, Randa Apparel & Accessories

Amanda Cole, Chief Marketing Officer, Bloomreach

Joe Maglio (Moderator), CEO, Cheil Agency Network

Thursday, March 26
12:40 p.m.–1:20 p.m. Reinventing Brands for the Next Generation Marketing Tactics and Execution Shivram Vaideeswaran, SVP of Brand Marketing, Papa Johns

Christie Sclater, SVP Global Marketing, Clinique

Gloria Canales, Chief Digital Officer, Coppel

Debra Aho Williamson (Moderator), Founder & Chief Analyst, Sonata Insights

3. Cultivating Emotional Connection, Loyalty and Human-Centric Retail Experiences

A counterpoint to automation and AI, emotional connection and human-centric experiences are emerging as critical sources of differentiation in retail. Brands must balance efficiency with authenticity, ensuring that technology enhances, rather than replaces meaningful customer relationships.

Physical retail continues to evolve beyond its transactional roots, with stores increasingly positioned as spaces for discovery, community and brand storytelling. Retailers are investing in experiential formats, curated assortments and hospitality-inspired service models designed to deepen engagement and foster long-term loyalty. At the same time, richer customer insights are enabling more responsive merchandising and marketing strategies that reflect shifting generational preferences and behavioral patterns.

Related Reports

  • Coresight Research’s report on global luxury real estate highlights how leading brands are investing in flagship locations designed to serve as immersive brand destinations rather than purely transactional retail spaces. The report examines how experience-rich environments, brand storytelling and curated in-store interactions are helping retailers strengthen customer engagement and deepen emotional connections with consumers.
  • The Coresight Research report on the tech-driven future of US retail examines how advances in AI and data analytics are enabling retailers to deliver more personalized customer experiences. The research highlights how technologies that support predictive insights, personalization and integrated commerce platforms can help retailers better understand customer behavior and build stronger long-term relationships across digital and physical channels.
  • Looking ahead, sustained growth is likely to depend on blending transactional loyalty with emotional resonance. While AI may optimize targeting and operational efficiency, enduring brand equity will increasingly be shaped by trust, cultural relevance and the ability to create memorable experiences across both digital and physical touchpoints.

Agenda Highlights

Sessions related to this theme at Shoptalk Spring 2026 will explore how retailers are engineering serendipity, leveraging customer data for smarter merchandising and designing store environments that strengthen connection and repeat engagement.

Shoptalk Spring Sessions

Time Session Track Speakers/Panelists
Tuesday, March 24
9:30 a.m.–10:10 a.m. Case Studies: Winning Customers Through Nostalgia Cultivating Community Ed La Bay, EVP, Merchandise, Marketing, Licensing, Product Development & Design, Hot Topic

Matt Repicky, SVP, Chief Brand Officer, Tailored Brands

Jenica Myszkowski, CEO & President, CAMP

10:20 a.m.–11:00 a.m. Stores as Venues for Connection Cultivating Community Heather Bennett, President, Michaels Stores

Emily Lewis, GM of Retail, Glossier,

Lee Sterling, Chief Marketing Officer, Simon Property Group

Simeon Siegel (Moderator), Senior Managing Director & Consumer Equity Research Analyst, Guggenheim Securities

12:00 p.m.–12:20 p.m. Track Keynote: Using Customer Data for Effective Merchandising Anu Narayanan, President, Women’s & Home, Anthropologie

Neil Saunders (Moderator), Managing Director, GlobalData

Wednesday, March 25
9:30 a.m.–10:10 a.m. Engineering Serendipity to Inspire Purchases Seeking, Finding, and Discovery Patrick Nommensen, Head, Strategic Initiatives, E-Commerce, TikTok

Jessica Ozella, Chief Digital Officer, Reformation

Joe Cano, SVP, Digital Commerce, Lowe’s

Amanda Rosen Bailey (Moderator), Chief Client Officer, VML

10:20 a.m.–11:00 a.m. Case Studies: Redefining Site Search and Discovery Seeking, Finding, and Discovery Rafe Colburn, Chief Product & Technology Officer, Etsy

Colleen Waters, VP, Ecommerce, Steve Madden

Tess Kornfield, VP, Product & Data Science, ThredUp

Sarah Engel (Moderator), President, January Digital

Thursday, March 26
12:40 p.m.–1:20 p.m. Tactics for Enticing Gen Z and Gen Alpha Cultivating Community Carly Gomez, Chief Marketing Officer, Crocs

Jennifer Yue, SVP, Tapestry & Coach Strategy & Consumer Insights, Coach Collaborations and Coachtopia, Coach

Sid Malhotra, EVP, SMB & Mid-Market, Snap

Ben Harms (Moderator), Chief Growth Officer, Archrival

1:30 p.m.–2:10 p.m. Transactional and Emotional Loyalty Building Emotional Connections with Shoppers Joe Shoemaker, VP, Digital, SNIPES

Bradley Breuer, SVP, Marketing, PetSmart

Hannah Roshetko Raser, AVP, Retail Strategy & Transformation, CVS Health

Valerie de Charette (Moderator), Partner, Tomorrow

4. Enabling Retail Transformation Through Technology, Innovation and Investment

Technology continues to serve as the backbone of retail transformation, enabling operational efficiency, scalable growth and new business models across the industry. The ability to integrate platforms, automate processes and leverage advanced data capabilities will determine long-term competitiveness. Collaboration with technology providers, start-ups and investors is playing a growing role in shaping the next wave of retail innovation.

Related Reports

  • Coresight Research’s report on 10 AI trends in retail highlights how AI is becoming a foundational technology across the retail value chain. The research examines how generative AI and advanced analytics are enabling retailers to automate processes, improve decision-making and develop new technology-driven business models that support long-term transformation.

Looking ahead, retailers will increasingly need to adopt scalable technology architectures and integrate emerging tools across their operations to remain competitive. As AI, automation and advanced analytics continue to reshape retail capabilities, companies that successfully combine technological innovation with strong strategic partnerships will be best positioned to unlock new efficiencies, accelerate innovation and respond to rapidly evolving consumer expectations.

Agenda Highlights

The Technology Stage at Shoptalk Spring 2026 will convene technology innovators, founders and investors to explore the infrastructure powering modern retail—from commerce platforms and MarTech systems to fulfillment and operational technologies. In addition to deep dives into emerging solutions, the agenda will spotlight the Startup Pitch competition and feature perspectives from leading retail technology investors. The stage will also include a Track Keynote conversation with the chairman of OpenAI, offering insight into the broader technological forces influencing the next phase of retail evolution.

Shoptalk Spring Sessions

Time Session Track Speakers/Panelists
Tuesday, March 24
9:30 a.m.–10:10 a.m. and 10:20 a.m.–11:00 a.m. Startup Pitch: Technologies Reinventing Customer Experience and Technologies Driving Operational Efficiencies The Technology Stage Max Sinclair, Founder & CEO, Azoma

Ben Seidl, Co-Founder & CEO, Autolane

Rajan Balasundaram, Founder & CEO, Bayezon AI

Vita Mallela, Co-Founder & CEO, Flock AI

Anna Liang, Founder & CEO, SocialQ AI

Josh Payne, Co-Founder & CEO, Coframe

Evan Smith, Co-Founder & CEO, Ethosphere

Bijan Vaez, Founder & CEO, Merchkit

Karolina Smith, Co-Founder and President, RateRunners

Nick Davis, Founder & CEO, ShopSight

Deborah Weinswig (Moderator and Lead Judge), CEO and Founder, Coresight Research

Danielle Lay (Judge), Partner, NEA

Kamanasish Kundu (Judge), SVP, Head of Digital and E-Commerce, Kendra Scott

Matt Nichols (Judge), General Partner, Commerce Ventures

12:00 p.m.–12:20 p.m. Track Keynote: Sorting Agentic Hype from Reality The Technology Stage Bret Taylor, Co-Founder & CEO, Sierra, and Chairman of the Board, OpenAI
Wednesday, March 25
9:30 a.m.–10:10 a.m. Insights on the Future of Retail from Transformative Technology Leaders Tech Spotlight Stage Ethan Chernofsky, CMO, Placer.ai

Ethan Goodman, President, Profitero

Tomer Tagrin, Co-Founder & CEO, Yotpo

10:20 a.m.–11:00 a.m. Technologies Transforming Marketing and Advertising Tech Spotlight Stage Jacob Ross, CEO, PebblePost

Bruce Richards, Head of Industry Strategy and Marketing Retail & Consumer Goods, Adobe

James Cadwallader, Co-Founder & CEO, Profound

Kristen Wiley, Founder & CEO, Statusphere

Jill Smith (Moderator), CEO, Americas, IRIS

11:10 a.m.–11:50 a.m. Driving Costs Out of Fulfillment and Delivery Tech Spotlight Stage Heather Rivera, Chief Business Officer, Wing (Alphabet)

Salman Habib, Co-Founder & CEO, Burq

Chloe Songer, Co-Founder & CEO, SuperCircle

Gaurav Pant (Moderator), Co-Founder & Chief Insights Officer, Incisiv

Thursday, March 26
12:40 p.m.–1:20 p.m. Technologies Enabling Unified Commerce Tech Spotlight Stage Adriana Bourgoin, Chief Customer Strategy Officer, Commerce Cloud, Salesforce

Jan Arendtsz, Founder & CEO, Celigo

Woodrow Levin, Founder & CEO, Extend

Brian Peters, VP, Strategic Partnership Innovations, PayPal

Hitha Herzog (Moderator), Founder & Chief Research Officer, H Squared Research

1:30 p.m.–2:10 p.m. Agentic AI Technologies Tech Spotlight Stage Misbah Uraizee, Co-Founder & CEO, Nectar Social

Keri McGhee, Chief Marketing Officer, Attentive

Mansi Jain, Chief Operating Officer, Glance

Anisa Kumar, CEO, Narvar

Bala Parameshwaran (Moderator), Partner, Bain & Company

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: B&Q, Bonmarché, Boots, Charles Clinkard, Clarks, Hatch, Holland & Barrett, Janie and Jack, Lindt, Marks & Spencer, Matalan, Rituals, TGJones, Urban Outfitters.

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: Bape, Camping World, Chair King, Costco Wholesale, Fortunoff, Haverty Furniture, Jendue; Lowe’s, Miniso, PGA Tour Superstore, Princess Polly, Ross Stores, The TJX Companies 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:

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Reasons to Read

Discover what’s fueling the next structural growth phase of US online grocery—and who stands to win as digital becomes a default shopping channel.

Read this report to understand:

  • What is driving online grocery growth?
  • Who is driving demand?
  • Why is growth accelerating?
  • Fresh and perishable adoption: unlocking high-frequency category growth
  • Technology advancements and AI adoption: elevating the online grocery experience

Companies mentioned in this report include: Ahold Delhaize, Albertsons, Aldi, Amazon, DoorDash, Instacart, Kroger, Lidl, OpenAI, Salesforce, Target, Uber and Walmart.

Data in this report include: year-over-year growth in US food and beverage e-commerce versus total CPG sales; online grocery penetration by age and household income; barriers to online grocery adoption; usage of retailer subscription program features; online purchase rates of fresh and perishable categories.

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Reasons to Read

Discover how Target is positioning itself for growth in 2026 and beyond, with a detailed strategy to transform its stores, technology and customer experience. Learn what steps the retail giant is taking to revitalize its business, enhance its offerings and accelerate earnings growth.

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

  • What strategic priorities is Target focusing on for future growth?
  • How is Target redefining its stores and in-store experience to drive sales?
  • What role does personalization and loyalty play in Target’s growth strategy?
  • How is Target transforming key categories like home, apparel and beauty?
  • What technology innovations are Target investing in to improve demand forecasting and customer engagement?

Companies mentioned in this report include: Target (NYSE: TGT).

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Reasons to Read

Discover insights into the shifting retail landscape and upcoming trends with the US Store Tracker Extra.

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

  • How do 2026 US store closures 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?
  • How does the retail bankruptcy landscape look for 2026 compared to 2025?

Companies mentioned in this report include: Adidas, Allbirds, Alo Yoga, Anta, Boggi Milano, Boot Barn, Buc-ee’s, Costco Wholesale, Daiso, Eddie Bauer, Five Below, Floor & Decor, Garage, Guess?, H & M Hennes & Mauritz AB, IKEA, Kiokii and…, Lidl, LVMH, Natural Grocers, Reformation, Rouses Markets, Royal Farms, Saks Global, Save A Lot, Sézane, Sheetz, Skims, Sprouts Farmers Market, The Brand House Collective, The Card Vault, The Fresh Market, The Home Depot, The Vitamin Shoppe, Trader Joe’s, Wawa, WHSmith.

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.
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Reasons to Read

Discover how US consumers are reacting to shifting economic conditions, inflation pressures and tariffs in the new year.

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:  

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Reasons to Read

Understand how Canada’s retail footprint has been shifting—with exclusive, retailer-level store opening and closure data.

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

  • How many store closures and openings have we identified in Canada for calendar 2025—and how do these totals compare with our previous report?
  • Which retailers are leading the additional store closures and openings identified since our last update?
  • Which retailers rank among the top for total store closures?
  • Which retailers rank among the top for total store openings?

Companies mentioned in this report include: Toys“R”Us, Claire’s, Hudson’s Bay Company, Peavey Mart, Loblaw Companies Limited, Dollarama, Best Buy, Dollar Tree, Uniqlo, Sephora, Metro Inc., Sobeys, The TJX Companies, Walmart and many more.

Data in this report include: Canada store closure and opening counts by calendar year and year to date; major retailer store closures ranked by total closures; major retailer store openings ranked by total openings; tabulated retailer-level confirmed and planned store openings and closures.

Other relevant research:

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Reasons to Read

Discover the key factors driving the growth of online grocery sales in the US. Learn how evolving consumer behavior, innovative delivery services and the rise of digital shopping experiences are shaping the future of grocery retail.

Reasons to Read This Report:

  • What are the primary factors driving online grocery growth?
  • How have consumer behaviors shifted, and who is driving demand?
  • What role do delivery innovations and membership programs play in reducing barriers to adoption?
  • How are online grocery services enhancing the customer experience with faster fulfillment options and personalization?
  • What trends should retailers watch to stay competitive in the evolving digital grocery space?

Data in this Research Report Include: Online grocery sales growth in 2025, consumer demographic trends and demand drivers.

Companies Mentioned in this Report Include: Kroger, Circana.

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Reasons to Read

Understand the Store Intelligence Platform, a new retail real estate data tool from Coresight Research. This presentation and accompanying analyst video explain the analytical capabilities of this counterpart to the US Store Tracker.

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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: B&Q, Claire’s, Community Shop, Hip, Home Bargains, Iceland, Marks & Spencer full-line stores, Matiere Premiere, Oseyo, Poundstretcher, Savers, Schuh, Tapi Carpets & Floors, The Food Warehouse, Weekend Offender.

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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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: Boggi Milano, Costco Wholesale, Daiso, Floor & Decor, Save A Lot, Sephora, Sheetz, Sprouts Farmers Market, The Home Depot, Wawa, WHSmith.

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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