Insight ReportOctober 2026 US Retail Sales Outlook: Holiday Demand Expected To Support Growth Before Moderation in 2027 Prerana P Kotian, Data Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research October 27, 2026 Reasons to ReadRead 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? How has the proprietary Retail Growth Outlook Score changed compared to previous reporting periods? Which macroeconomic indicators are currently having the greatest impact on retail performance and consumer spending? 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. 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: What US De Minimis Removal Means for Shein, Temu, Amazon Haul and AliExpress Abhinav Tagore, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research October 26, 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 the removal of de minimis treatment is reshaping cross-border e-commerce competition and which platforms are best positioned to withstand rising costs. Read this report to discover answers to these and other questions: Shein: How sharply has growth slowed, and how has de minimis removal affected its US business and valuation? Temu: How is Temu cutting marketing spend while retaining US users amid rising costs? Amazon Haul: How is Haul scaling beyond its beta phase, and what advantages does Amazon’s existing ecosystem provide? AliExpress: How exposed is AliExpress to de minimis removal and the resulting cross-border cost pressures? Shopper demographics: How do Shein and Temu attract different US apparel shoppers despite similar price points? Companies mentioned in this report include: Shein, Temu, Amazon Haul, PDD Holdings, Alibaba, AliExpress, Everlane, Missguided and Forever 21. Data in this report include: Platform revenue and growth, US gross merchandise value, operating and gross margins, monthly active users, advertising spend, shopper demographics by age and household income, and China-to-US and China-to-EU low-value shipment trends. 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 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
Analyst CornerAnalyst Corner: Tariffs Reshape US Apparel and Footwear Discounters as Off-Price Retailers Extend Their Lead, with Aditya Kaushik Aditya Kaushik, Analyst October 25, 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: Tariffs Reshape Apparel and Footwear as Off-Price Retailers Extend Their Lead. Understand how tariffs and store strategy are reshaping US apparel and footwear discounting, and which retailers are pulling ahead. Read this report to discover answers to these and other questions: How have tariffs widened the gap between winners and losers in the discount channel? Why does store strategy matter as much as store growth for off-price retailers? Why is the discount shopper not one consumer? Companies mentioned in this report include: TJX, Ross Stores, Burlington, Shein, Boohoo, DSW, Primark, Old Navy. Data in this report include: US apparel and footwear market size and discounter share of spending; US revenue trends for Shein and Boohoo; store proximity and co-location analysis; shopper demographics by age, income and ethnicity. Other relevant research: Discount Decades: Tariffs Reshape Apparel and Footwear as Off-Price Retailers Extend Their Lead All Analyst Corners This document was generated for
Event PresentationAgents, Payments and Tools: The Building Blocks of Agentic Commerce Take Shape—Insights Presented at the Premium Member Call John Harmon, CFA, Managing Director of Technology Research Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research October 23, 2026 Reasons to ReadAgentic commerce is taking shape through three connected building blocks: agents that shop, payment services that support transactions and tools that help retailers serve customers and manage operations. John Harmon, MD of Technology Research, examines these developments in this Premium Member Call. What’s inside Coresight Research’s US agentic commerce market outlook and timeline of key announcements. Meta’s Muse and Amazon’s Alexa for Shopping. Stripe’s Link, stablecoins and PayPal as payment options. Anthropic’s Claude shopping and merchant agents. Recent developments from Google, Target and Walmart ahead of the holidays. Data in this report include: Coresight Research Agentic Commerce Market View Companies mentioned in this report include: Alphabet, Amazon, Anthropic, Meta, OpenAI, PayPal, Stripe, Target, Walmart Other relevant research: With Announcements from Meta, Stripe and Anthropic, the Three Key Pillars for Agentic Commerce Are Now in Place: Agents, Payments and Tools Agentic Commerce Playbook: A Step‑by‑Step Framework for Retail Implementation and Scaling Agentic Commerce—Google’s Universal Commerce Protocol Invokes “Multiplayer Mode” Agents, Payments and Tools: The Building Blocks of Agentic Commerce Take Shape | Premium Member Call Video Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. 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: Millennials Drive October Sales at Amazon, Walmart, Target and Kohl’s John Mercer, Head of Global Research and Managing Director of Retail Research October 23, 2026 Reasons to ReadDiscover how many consumers shopped Amazon’s Prime Big Deal Days and rival October sales events, and which shoppers led the way. Read this report to discover answers to these and other questions: How many consumers bought, and how many only browsed, during Prime Big Deal Days compared with the Walmart, Target and Kohl’s October events? How did participation compare with consumer expectations and with Prime Day? Which consumers—by age, income and location—led participation across the October events? Which categories did Prime Big Deal Days purchasers buy, and how did they differ from Prime Day? What do the results suggest about how retailers can reach younger and higher-income shoppers this holiday season? Data in this research report include: shopper participation (bought and browsed) in four October 2026 sales events; categories browsed or purchased during Prime Big Deal Days and Prime Day; and shopping rates by age, income and location. Companies mentioned in this report include: Amazon, Walmart, Target, Kohl’s Other relevant research: Seasonal Shopping 4Q26: Previewing Shoppers’ Plans Across the Fourth Quarter—US Consumer Survey Insights Extra Holiday 2026 US Consumer Survey and Retail Outlook: Unit Growth Under Pressure as Consumers Rethink How They Shop Holiday 2026: How the Generations Shop for the Holidays 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 TrackerCanada Store Openings and Closures Tracker 2026: Loblaw Expands as 7-Eleven Closes Stores Aaron Mark Dsouza, Data Analyst October 23, 2026 Reasons to ReadUnderstand how Canada’s retail footprint is shifting in 2026—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 2026? 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 in 2026? Which retailers rank among the top for total store openings in 2026? Companies mentioned in this report include: 7-Eleven, Abercrombie & Fitch, AG Foods, Aerie, Aesop, Arc’teryx, Avondale Food Stores, Bath & Body Works, Best Buy, Boathouse Stores, Boutique La Vie en Rose, Browns Shoes, Bulk Barn, Calgary Co-op, Call It Spring, Canna Cabana, Canada Goose, Circle K Stores, Claire’s, Daiso, Dynamite Clothing, Fairweather, FreshCo, Flying Tiger Copenhagen, GameStop, Global Pet Foods, Golf Town, IndigoSpirit, JYSK, KaleMart24, Knix, Laura, Le Creuset, Leon’s Furniture, LEGO, Levi Strauss, Loblaw Companies Limited, Longines, Lululemon Athletica, Melanie Lyne, Metro, Michael Kors, Michaels, MINISO, Modern Beauty, Moncler, Mountain Warehouse, NIKE, Northern Reflections, Pandora, Play It Again Sports, Purdy’s Chocolatier, Reitmans, Save-On-Foods, Sephora, SoftMoc, Sobeys, Sport Chek, Structube, Sunbelt Rentals, Suzy Shier, The TJX Companies, Toys “R” Us, Uniprix, Urban Outfitters, Victoria’s Secret, Walmart, Your Dollar Store With 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: 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
Store TrackerWeekly UK Store Openings and Closures Tracker 2026, Week 42: Primark Moves Its Wakefield Store to Trinity Walk Aaron Mark Dsouza, Data Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research October 23, 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: Boots, Co-op, FatFace, Moscot, Neptune, Peacocks, Primark, Space NK, Superdrug, Sweaty Betty, Søstrene Grene, The Body Shop, Vanilla 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 42: K-Beauty Retailer Moida Leads Openings with 11 Stores Aaron Mark Dsouza, Data Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research October 23, 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: Albertsons, American Made, DIFF Eyewear, Jacob Cohën, Moida, Paul Smith, PetSmart, Polène and Wayfair. 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
Deep DiveChina Consumer Survey Insights: Sentiment Hits Six-Month Low Despite Holiday Boost Keerthan Shetty, Data Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research October 22, 2026 Reasons to ReadThe 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 August 31, 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 weaken through September after August’s rebound, and why did economic and personal financial optimism fall to six-month lows despite stronger Mid-Autumn holiday spending and an extended US–China trade truce? How are slowing economic growth, ongoing trade developments, worsening household finances and broader economic uncertainty affecting consumer confidence and the outlook for China’s consumption recovery? Which consumer activities and product categories showed resilience in September as households continued to prioritize travel, experiences, value-driven purchases and selective discretionary spending despite weakening confidence? What do weekly and four-week rolling sentiment indicators reveal about the deterioration in consumers’ expectations for China’s economy and their personal finances, and whether September’s decline signals a broader weakening in consumer demand? How should retailers and brands adjust pricing, promotions, product assortments and holiday strategies as consumers prepare for the National Day Golden Week, balancing resilient occasion-driven spending against continued caution toward higher-ticket discretionary purchases? 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: Read the full series of China Consumer Survey Insights The Coresight Research China Retail Sales Databank brings together retail sales data to help you understand the trajectory of retail in China. Interested in more consumer survey analysis? Check out our US Consumer Survey Insights series. 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 CoverageKroger Investor Day 2026: How Kroger Plans To Self-Fund a $5 Billion Price Reset Sujeet Naik, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research October 22, 2026 Reasons to ReadDiscover how Kroger plans to strengthen its grocery business through customer value, profitable digital growth, store modernization and disciplined expansion through 2029. Read this report to uncover answers to these and other questions: How is Kroger simplifying pricing and promotions to strengthen its value proposition and improve customer perception? How does Kroger plan to accelerate profitable digital growth and capture more of its customers’ online spending? How will fresh food, meals, private labels and new store formats help Kroger deepen customer engagement? How is Kroger using AI, RFID, robotics and digital shelf labels to modernize store operations and improve execution? What strategic and financial priorities underpin Kroger’s long-term growth roadmap? Companies mentioned in this report include: Amazon; Kroger; Walmart. 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 DiveHoliday 2026: How the Generations Shop for the Holidays John Mercer, Head of Global Research and Managing Director of Retail Research October 22, 2026 Reasons to ReadDiscover how Gen Z, millennials, Gen X and boomers differ in how they plan to shop for holiday 2026. Drawing on a Coresight Research survey of 2,000+ US consumers, this report shows where the generations converge and where they diverge sharply, such as on budgets, retailers and what drives retailer choice. This report answers questions such as: Which generations plan to spend more this holiday season, and how are they funding it? How do Gen Z and millennial shoppers differ on budgets, categories, sales events and retailers? Is the digital gap between younger and older shoppers about online engagement, fulfillment or discovery? Which retailers does each generation favor, and where do specialty retailers outperform mass merchandisers? How are Gen X and baby boomers approaching holiday spending, and what is holding them back? What do the findings mean for retailers and brands, real estate firms and technology vendors? Data in this research report include: Holiday spending intent, budgets and financing, by generation; estimated median holiday budget, by generation; breadth of shopping activity: categories, sales events, gift-idea sources, travel and secondhand; gift channels, fulfillment methods and logistical concerns, by generation; retailer types and individual retailers shopped, by generation, including a ranking of 100 retailers Companies mentioned in this report include: Amazon, Walmart, Kohl’s, Apple, Nordstrom, Temu, Shein, H&M, Ulta, Sephora, Lululemon, Zara, Dollar General. Other relevant research: Who Shops Where? 2026 Shopper Demographics: US Consumer Survey Insights Extra Holiday 2026: US Consumer Survey and Retail Outlook—Unit Growth Under Pressure as Consumers Rethink How They Shop 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 DiveReal Estate Insights—Clothing, Footwear and Department Stores: How Retailers Are Optimizing Store Portfolios Aditya Kaushik, Analyst October 22, 2026 Reasons to ReadUncover why headline store closures overstate the weakness in US apparel, footwear and department store retail, and where physical-retail growth is concentrating in 2026. This report is part of a three-report Real Estate Insights series; other reports will cover food, drug and mass retailers, and the beauty retail sector. Read this report to discover answers to these and other questions: Why is physical-retail growth concentrating around clear, scalable propositions? Which retailers with clear customer propositions are driving store growth? How is location strategy becoming a key differentiator? How are retailers reallocating capital toward higher-productivity ecosystems? Companies mentioned in this report include: Adidas, American Eagle Outfitters (AEO), Aritzia, Associated British Foods (Primark), Boot Barn, Burlington Stores, Buckle, Caleres, Carter’s, Dick’s Sporting Goods, DTLR, Fast Retailing (Uniqlo), Finish Line, Foot Locker, Gap Inc., H&M, Hollister, J.Crew Factory, JCPenney, JD Sports Fashion, Kohl’s, Lululemon Athletica, Macy’s, Mango, maurices, Mavi Jeans, New Balance, Nike, Nordstrom, Rainbow Shops, Ross Stores, Skechers, The Children’s Place, The TJX Companies (T.J. Maxx, Marshalls), Torrid, Urban Outfitters, Vans, Victoria’s Secret, Zara. Data in this research report include: US apparel and footwear market size and growth; off-price retailer expansion plans; store counts, growth leaders and laggards, and headline store-count drivers; major store openings, closures and net openings (apparel, footwear, off-price and department stores); 2025 opening and closure lists and average store sizes; bankruptcy-linked closures; same-store traffic trends; net store change by location type; investment shifts toward higher-productivity formats; international retailers’ US network expansion; and reallocation of vacated anchor space. Other relevant research: Market Navigator: US Apparel and Footwear—Solid Spending Growth, Shifting Share and Uneven Execution BEST at Retail: Evolving Physical Stores for the Attention Economy 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: Walmart Widens Its Lead in Deals Week John Mercer, Head of Global Research and Managing Director of Retail Research October 21, 2026 Reasons to ReadGet the week’s read on US holiday shopping. Discover how Walmart extended its retail lead over Amazon, why clothing reclaimed the top purchase category, and how this year’s pace compares with 2025. Data in this research report include: Consumers’ holiday shopping status and recent purchase activity, compared with the same week in 2025. Which retailers US holiday shoppers bought from in the latest week, compared with 2025. Which product categories US holiday shoppers bought in the latest week, compared with 2025. Companies mentioned in this report include: Amazon, Costco, Dollar General, Target and Walmart. 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 ReportSeptember 2026 US Retail Sales: Consumer Spending Remains Resilient as Savings Decline Ristha Dsa, Data Manager Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research October 21, 2026 Reasons to ReadThis report offers a detailed analysis of US retail sales performance in September 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 September 2025 and September 2026? How did retail sales perform across different sectors in August 2026 and September 2026? What is the estimated retail-only inflation trends from September 2025 to September 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. 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 ReportFrance Unrest: First Thoughts on Luxury Retail Impacts John Mercer, Head of Global Research and Managing Director of Retail Research October 21, 2026 Reasons to ReadHow will unrest in France affect the luxury-goods market? We assess the potential impacts on demand, including on the wider trajectory for the European luxury market. This report answers questions including: How much of selected major luxury groups’ sales come from France, and from Europe? What could disruption cost in a quarter? What lasting effects may matter more than store closures? Data in this research report include: Europe luxury goods market size and estimated growth rate; France’s share of group and Europe sales at selected luxury groups; scenario lost sales as a share of year-ago quarterly and annual global revenue. Companies mentioned in this report include: Hermès, LVMH, Richemont, Kering, Galeries Lafayette, Sephora, Vinted and eBay. Other relevant research: Market Navigator: Global Luxury-Goods Retailing—Transition Amid Consumer and Macro Challenges Visit the Coresight Research Fashion and Luxury 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
