Reasons to Read

Understand how the Supreme Court ruling on tariffs is impacting consumer sentiment in 2026.

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

  • How many US consumers are aware of the Supreme Court ruling on tariffs and what are their reactions?
  • How do younger, higher-income consumers respond to the ruling compared to older, lower-income groups?
  • What is the relationship between income levels and satisfaction with the ruling?
  • How is consumer sentiment expected to evolve in the coming weeks, considering ongoing tariff-related debates?

Data in this research report include: Share of US consumers aware of the Supreme Court ruling; demographic breakdowns of reactions to the ruling by income and age.

Find our full selection of US Consumer Survey Insights reports and data graphics here.

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Reasons to Read

We are excited to present the latest edition of the Coresight 100, a curated list highlighting 100 of the most impactful and influential retailers and brand owners shaping the global retail landscape.

The Coresight 100 serves as a cornerstone of our annual research strategy, identifying key sectors and companies that align with our analytical expertise and research priorities.

This report outlines our selection methodology, highlights what is new in the 2026 Coresight 100, and provides a detailed breakdown of the list by sector and geography.

Other relevant research:

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Reasons to Read

Gain insights into early expectations for the 2026 holiday season and understand key factors influencing consumer spending trends.

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

  • How is total retail sales growth projected to perform in 4Q26?
  • What factors are driving consumer spending optimism, especially among higher-income households?
  • What potential impacts could the 2026 midterm elections have on consumer sentiment and retail spending?

Companies mentioned in this report include: Burlington Stores, Levi Strauss & Co., Lowe’s Companies, Macy’s, Ross Stores, Shein, The Home Depot, The TJX Companies, Temu

Data in this report include: Retail sales projections for 4Q26; Consumer spending expectations across income groups; Impact of tax refunds, interest rates, and elections on consumer confidence

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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 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.

Other relevant research:  

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Reasons to Read

In this infographic, we present a timeline of tariff-related developments by the US and other nations. We also offer highlights from our proprietary survey findings on US consumers’ sentiment and their perceptions of the impacts of tariffs.

Bookmark this page! We first published this infographic on April 4, 2025, and will continue to update its content as developments unfold. The latest update was made on February 24, 2026.

Data in this research report include proprietary US consumer survey findings on:

  • Expectations for the economy over the next 12 months (economic sentiment)
  • Expectations for personal finances over the next 12 months (financial sentiment)
  • Perceptions of tariffs—impacts on their personal finances and the economy; greatest concern around tariffs; top benefit of tariffs

Other relevant research:

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Reasons to Read

Discover the leading companies that are utilizing advanced AI to revolutionize retail operations and consumer experiences.

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

  • Which companies are pioneering the use of advanced AI solutions across retail functions?
  • How are AI-powered tools improving product discovery, personalization, and customer service in retail?
  • What are the key trends shaping the future of AI in retail today?
  • How is agentic commerce transforming consumer product discovery and decision-making?
  • In what ways is AI driving the shift from traditional search to searchless, AI-mediated shopping experiences?

Companies mentioned in this report include: Walmart, Target, Estée Lauder, Ada, Auxia, Competera, Dynamic Pricing AI, and many more.

Other relevant research:

  • All our Retail-Tech Landscapes spotlighting innovators that are disrupting the retail industry
  • Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology.
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Reasons to Read

Discover key insights into the latest US retail inflation trends and their impact on consumer spending in 2026.

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

  • What is Coresight Research’s estimate of retail-specific inflation, and how has that changed?
  • How is inflation specifically impacting retail categories like general merchandise and apparel?
  • What is driving the acceleration in retail inflation, and why is it expected to rise in early 2026?
  • What are the expectations for inflation in 2026, and how will this affect consumer behavior and discretionary retail spending?

Data in this report include: Retail-specific inflation, Consumer Price Index trends for key retail categories, consumer data.

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Reasons to Read

Understand the latest impacts of US tariff policies on retail, investments and consumer sentiment.

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

  • How does the US Supreme Court ruling on tariffs influence future trade policy and retail sourcing decisions?
  • What potential outcomes are there for tariff reversals or refunds, and how might that benefit retailers?
  • How have retailers been impacted by the current tariff rates, and how are they adapting to the changes?
  • How might the tariff uncertainty affect retailers’ holiday season planning and manufacturing orders?
  • What are the broader economic implications of the US government’s tariff revenue, and how does it shape future fiscal policies?
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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: Coop, Coach, HMV, Läderach, Longchamp, Lovisa, lululemon athletica, Matalan, Michael Kors, Pop Mart, Poundstretcher, Rituals, Shoe Zone, Sofa.com, Tapi Carpets & Floors, T.M.Lewin, The Original Factory Shop, The White Company, Waterstones.

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: Alo Yoga, Aritzia, Crocs, IKEA, Kiokii and…, Lidl, Rouses Markets, Royal Farms, The Fresh Market, Toys“R”Us, Trader Joe’s.

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

Gain valuable insights into the US retail sector’s performance and future outlook with this comprehensive Retail Sales Outlook report. Read this report to discover answers to these and other questions

  • What is the 2026 growth outlook for the US retail sector, and which key indicators are driving it?
  • How will consumer sentiment, wage growth, and interest rates impact retail sales in the coming months?
  • How are retail sales projections evolving for January and February 2026, and what are the key factors influencing them?
  • What macroeconomic forces—including labor market trends, inflation, and shifting consumer spending patterns—are affecting the retail sector’s short-term performance?

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

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

Discover the latest trends in retail crime, shrink and loss prevention technologies driving industry change, in our quarterly Retail Crime and Shrink report.

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

  • How are self-checkout regulations evolving in the US and affecting retailers?
  • What impact has organized retail crime (ORC) had on law enforcement and retailer strategies?
  • How are emerging technologies, like computer vision and AI, improving loss prevention?
  • Which US retailers are seeing positive results from shrink reduction efforts, and what’s driving these gains?

Companies mentioned in this report include: Academy Sports + Outdoors, Ahold Delhaize, Dollar General, Five Below, Ulta Beauty, Tesco, Walgreens, Walmart and others.

Data in this report include: Shrink levels across various retailers, shoplifting offenses in the UK and survey data on self-checkout theft behaviors.

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Discover how world models and physical AI are redefining retail automation from reactive workflows to fully autonomous, adaptive operations.

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

  • How can world models turn retail supply chains from reactive to proactive?
  • How does physical AI unlock robotics to become adaptive with embodied agents?
  • What does full-stack physical AI mean for a fully autonomous supply chain and in-store experience?
  • How is physical AI transforming in-store experience and dynamic merchandising through shelf intelligence and customer insights?

Other relevant research:

  • Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology.
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Reasons to Read

Coresight Research presented at CMA|SIMA Elevate 2026. In this presentation, explore how agentic AI is transforming retail by enabling autonomous shopping agents that collapse the funnel, reduce decision friction and power seamless, context-aware purchasing journeys.

In this presentation, we provide insights into agentic commerce, including for the CPG and grocery retail sectors. Understand what’s happening, what’s next and our ROI framework for agentic commerce.

  • Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology.
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