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 answers to these and other questions:

  • How is consumer sentiment diverging across income groups—and what does this mean for premium versus value retail performance.
  • To what extent are shoppers still concerned about tariffs and how are those concerns reshaping spending habits?
  • Which categories are seeing pull-forward demand and where might retailers expect softness later in the year?
  • How entrenched is trading down and what specific inflation-related behaviors are dominating in food and nonfood purchases?

Data in this research report include: Consumer sentiment by income and time; consumer tariff concerns and behavioral responses; shopping changes due to inflation; and retailer and category-level shopping data.

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Reasons to Read

Discover why Target’s supply chain has become central to its turnaround strategy, and what Walmart veteran Jeff England’s appointment could mean for inventory discipline, fulfillment speed, automation and margin recovery. Read this report to uncover answers to these and other questions:

  • Why is Target prioritizing supply chain modernization in its turnaround plan?
  • How could Jeff England’s Walmart experience help Target improve logistics execution, replenishment and automation?
  • What does the leadership change reveal about Target’s shift toward external expertise and faster operational decision-making?
  • What role could AI, automation, same-day fulfillment and network flexibility play in strengthening Target’s competitive position?

Companies mentioned in this report include: Amazon; QXO; Target; Walmart.

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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 BEST at Retail: Evolving Physical Stores for the Attention Economy.

Discover how retailers can transform stores to meet evolving consumer expectations in 2026.

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

  • How can retailers implement the BEST framework to enhance experiences, services, and technology in stores?
  • What key factors are driving changes in consumer expectations since 2023?
  • Which convenience, experience, and service attributes matter most to US consumers today?
  • Why is addressing friction in physical stores increasingly critical for competitiveness?

Other relevant research:

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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: Code8 Beauty, Craghoppers, Kith, Lakeland Leather, LEGO, Lovisa, Marks & Spencer, Miniso, Morrisons, Mountain Warehouse, Pavers, Suit Direct and Trespass.

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: Article, Big Y, Boot Barn, Chêne Gear, Dillard’s, Gorjana, Holiday Oil, Lost Files, Madewell, Raymour & Flanigan, Sleep Number, Swarovski, T&T Supermarket, U.S. Polo Assn., Urban Planet, Venchi and Wawa.

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

Understand how resilient US retail sales are shaping amid rising inflation, weakening consumer sentiment, and ongoing geopolitical uncertainty. Explore proprietary, machine-learning-driven retail sales projections as growth shows signs of moderation heading into late 2026 and early 2027.

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

  • How is US retail sales growth expected to evolve through the rest of 2026 and into early 2027, based on our proprietary, machine-learning-driven forecasts—and where are the key inflection points?
  • What is currently sustaining retail demand, and to what extent are factors such as tax refunds and lagged effects masking underlying weakness in consumer fundamentals?
  • How are rising inflation and slowing income growth affecting real purchasing power, and what does this mean for the sustainability of consumer spending?
  • In what ways are declining consumer sentiment and rising fuel costs reshaping shopping behavior, including discretionary spend, trip frequency and prioritization of essentials?
  • How are geopolitical tensions and energy-market disruptions feeding into inflation dynamics and retail performance, and what risks do they pose to near-term growth?

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

Understand how more than $105 trillion in US household wealth is expected to transfer across generations over the next two to three decades.

  • Discover when intergenerational wealth transfer is likely to peak, using life expectancy trends, demographic analysis and generational inheritance projections.
  • Learn why baby boomers and older households are expected to drive the largest transfer of wealth in modern US history.
  • Explore how inheritance-driven spending may disproportionately benefit housing, home improvement, furnishings, travel, wellness and premium discretionary categories.
  • Examine why inheritances are most commonly received during recipients’ midlife years and how that changes spending behavior and financial priorities.
  • Analyze how housing assets may shape the transfer process, including implications for home turnover, renovation activity and residential property markets.
  • Evaluate why intergenerational wealth transfer is expected to unfold gradually rather than trigger an immediate broad-based consumer spending surge.

Data in this research report include: US household assets held by age cohort; estimated timing of intergenerational wealth transfer by age group; average inheritance and expected inheritance by wealth tier; generational inheritance projections through the 2040s; home-ownership trends among older US households

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Reasons to Read

Discover how sizing intelligence is reshaping apparel retail by helping brands reduce costly returns, improve fit accuracy and meet rising consumer expectations for consistency and inclusivity. Read this report to uncover answers to these and other questions:

  • How can apparel brands use sizing intelligence and fit data to reduce return rates and improve profitability?
  • Why are inconsistent sizing standards damaging customer trust and increasing operational costs across the fashion industry?
  • How can digital fit technologies, AI-driven tools and body data analytics create more personalized shopping experiences?
  • What strategies can brands adopt to improve size inclusivity while maintaining efficiency across global markets?
  • How are leading companies leveraging fit innovation to strengthen customer loyalty and drive competitive advantage?

Companies mentioned in this report include: Alvanon and Industria de Diseno Textil.

Data in this report include: The financial impact of apparel returns; Main reasons for returning apparel items purchased online.

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Reasons to Read

Discover what Shein’s reported acquisition of Everlane reveals about the evolution of fast fashion into a tiered, multibrand retail strategy.

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

  • Why is Shein acquiring Everlane despite their sharply contrasting brand positions?
  • How does this deal fit into Shein’s broader multibrand marketplace ambitions?
  • What lessons can be drawn from previous fast-fashion acquisitions such as Karen Millen, Missguided and Forever 21?
  • Could Everlane’s ethical positioning and brand equity be diluted under Shein ownership?
  • What does this acquisition signal about Shein’s IPO narrative and long-term growth strategy?

Companies mentioned in this report include: Shein, Everlane, Missguided, Forever 21, Debenhams Group, Karen Millen, SPARC Group and Catalyst Brands.

Data in this report include: Everlane and Shein revenue and US market-share estimates; store counts and distribution center footprints; company positioning comparisons; US consumer survey data on Shein shopping rates.

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Reasons to Read

Discover how US consumers are reacting to shifting economic conditions, Iran conflict and inflation pressures.

Read this report to discover answer to these questions:

  • How is consumer sentiment diverging across income groups—and what does this mean for premium versus value retail performance?
  • How are higher gasoline prices impacting consumer budgets and driving spending cutbacks?
  • Which categories are seeing the greatest reductions in spending—and what does this signal for discretionary vs. essential retail?

Data in this research report include: Consumer sentiment by income and time; impact of gasoline prices on spending behavio; and retailer and category-level shopping data.

Other relevant research:  

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Reasons to Read

This report offers a detailed analysis of US retail sales performance in April  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 April 2025 and April 2026?
  • How did retail sales perform across different sectors in March 2026 and April 2026?
  • What are the estimated retail-only inflation trends from September 2025 to April 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 the future of physical retail and how retailers can navigate the polarized consumer demands between convenience and engagement to drive loyalty and sales.

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

  • How can retailers address the increasing demand for friction-free shopping experiences?
  • What are the key trends influencing consumer expectations for in-store experiences and services?
  • How does the Coresight Research BEST framework guide retailers in balancing convenience with high-touch service?
  • What technology solutions are most effective in enhancing the consumer shopping journey?
  • Which global retail examples are setting the benchmark for implementing the BEST framework?

Companies mentioned in this report include: PUMA, IKEA, Decathlon, H&M, Marks & Spencer, Uniqlo, Levi’s, Adidas, New Balance, The Body Shop, Sainsbury’s, Flying Tiger, Miniso, Amazon Web Services (AWS), and others.

Data in this report include: consumer survey responses on services and technology usage in-store; preferences for shopping attributes across sectors; insights from global retail store visits; and examples of technological innovations enhancing the in-store experience.

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Reasons to Read

Discover how agentic AI is reshaping the future of retail operations, from software development to in-store management.

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

  • What fundamental changes are happening in retail due to agentic AI?
  • How is RELEX enabling the rapid development and customization of new software features with AI?
  • How can AI help retailers respond more effectively to competitor promotions?
  • In what ways can AI improve in-store management by offsetting labor shortages and enhancing employee experiences?

Companies mentioned in this report include: Infios, RELEX Solutions, Sprouts Farmers Market.

Data in this report include: AI-powered platform demos; software development methodologies; promotion response strategies; in-store operations and labor optimization data.

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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 The American Mall Renaissance: A Bifurcated Sector with Top-Tier Assets Leading the Way.

In this week’s Analyst Corner, discover how the US mall sector is evolving with stronger fundamentals, driven by top-tier properties and Gen Z’s growing in-person shopping preferences. Read this report to uncover answers to these and other questions:

  • What factors are driving the resurgence of the US mall sector, and how are occupancy, rents and NOI improving despite market challenges?
  • How is Gen Z’s preference for physical retail and social shopping experiences reshaping the mall landscape?
  • What opportunities are mall operators seizing to repurpose vacant spaces and attract premium tenants?
  • What strategies can mall-owning REITs implement to stay ahead in an increasingly competitive and experience-driven retail environment?

Companies mentioned in this report include: Simon Property Group.

Other relevant research:

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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: Bravissimo, Busby & Fox, Cotswold Outdoor, Eme Studios, Garage, Home Bargains, JD Sports plc, JoJo Maman Bébé, LEGO, Lindt, New Look and Schuh

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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