Store TrackerWeekly US Store Openings and Closures Tracker 2026, Week 26: WHSmith Closes 18 North America Stores Aaron Mark Dsouza, Data Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research July 3, 2026 Reasons to ReadUncover the latest shifts in the retail landscape and stay ahead of key trends that impact store openings, closures, and the broader consumer market. Read this report to discover answers to these and other questions: What are the top store openings and closures in the US for 2026 so far? Which retailers are expanding in 2026, and which brands are downsizing? How do store closures and openings compare between 2025 and 2026 in key retail sectors? Companies mentioned in this report include: Alohas, Canada Weather Gear, Freshies, H Mart, IKEA, J.Crew, Meijer, Primark, Ruti, Whole Foods Market and 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: 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 subscriber? 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 subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Insight ReportKroger Targets Regional Expansion with $1.65 Billion Giant Eagle Acquisition Sujeet Naik, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research July 2, 2026 Reasons to ReadDiscover how the Kroger Giant Eagle Acquisition reshapes US grocery retail through a $1.65 billion deal that expands Kroger’s scale, strengthens regional dominance and accelerates industry consolidation. Read this report to uncover answers to these and other questions: How does the Kroger Giant Eagle Acquisition increase Kroger’s scale, store base and annual revenue and what does the combined footprint mean for US grocery leadership? What do the expansion gains across Western Pennsylvania, Northeast Ohio, Maryland and West Virginia reveal about regional dominance opportunities in fragmented grocery markets? How could antitrust scrutiny and potential store divestitures in Central Ohio reshape the final structure and competitive balance of the deal? Why are regional grocers and other mid-sized chains increasingly becoming acquisition targets amid rising consolidation pressure? Companies mentioned in this report include: Kroger, Giant Eagle, Walmart, Costco, Albertsons, Ahold Delhaize, Aldi, Amazon, Dollar General, Meijer and Wegmans. Already a subscriber? 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 subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Insight ReportOnebeat NYC Roadshow: Breaking the Retail Margin Spiral with Real-Time AI John Harmon, CFA, Managing Director of Technology Research July 2, 2026 Reasons to ReadDiscover how AI-driven inventory intelligence can help retailers improve margins, optimize assortments and respond faster to shifting consumer demand. Read this report to discover answers to these and other questions: How does Onebeat aim to break the retail margin spiral through dynamic inventory management? What key inventory, allocation and merchandising challenges emerged during Onebeat’s meetings with retailers and investors? What were the biggest takeaways from discussions on AI, agentic technology, GLP-1 and the Holiday 2026 consumer? Companies mentioned in this report include: Onebeat. Data in this report include: Inventory performance metrics and benchmarks; inventory challenges and retailer meeting insights; AI and inventory management trends; GLP-1-driven sizing and demand shifts; inventory allocation and assortment optimization metrics. Other relevant research: Playbook: Strategic Responses for Brands and Retailers to the GLP-1 Consumer Boom Retail-Tech Landscape: Supply Chain Technology RetailTech: Three Technologies Landlords Can Use to Take Malls to the Next Level Already a subscriber? 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 subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Insight ReportUS CPG Sales Tracker: Essentials Drive Growth as Pricing Pressures Ease Prerana P Kotian, Data Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research July 2, 2026 Reasons to ReadDiscover the latest data-driven insights into accelerating e-commerce performance, category-level divergence and the structural drivers underpinning resilience across food, beauty and household essentials. Read this report to discover answers to these and other questions: What is driving steady growth in the US CPG market as inflation moderates, and how is the balance between pricing-led and volume-led expansion shifting? How is consumer spending concentrating in essential, repeat-purchase categories, and what does this reveal about cautious but resilient demand patterns? Which departments—food & beverages, health & beauty, and household essentials—are outperforming across e-commerce and total sales, and what factors are driving divergence? Which specific categories and subcategories (such as nonalcoholic beverages, beauty and household care) are delivering standout growth, and what trends are fueling their performance? Companies mentioned in this report include: Colgate-Palmolive, Ulta Beauty, PepsiCo, Danone, Kimberly-Clark, e.l.f. Beauty, Estée Lauder, Bath & Body Works, Walgreens, CVS. Data in this report include: Year-over-year growth rates for CPG e-commerce and in-store sales; Breakdown of CPG sales growth by department; Insights into food & beverage market growth and beauty category growth. Other relevant research: More reports in our US CPG Sales Tracker series Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles Already a subscriber? 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 subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Insight ReportPrime Day Turns 10 in India: Amazon Doubles Down on Value, Speed and AI Abhinav Tagore, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research July 1, 2026 Reasons to ReadDiscover how Amazon is using Prime Day 2026 to strengthen its competitive position in India’s evolving e-commerce market. Read this report to discover answers to these and other questions: How is a more value-conscious consumer environment shaping Amazon’s Prime Day 2026 strategy? Why is Amazon expanding Amazon Now ahead of Prime Day, and what does it mean for India’s quick-commerce market? How is Amazon embedding AI across consumer and seller touchpoints, and what are the implications for brands and retailers? Data in this report include: India e-retail GMV forecasts; India retail inflation (CPI) trends; India quick-commerce GMV forecasts. Other relevant research: More Coresight Research coverage of Amazon’s Prime Day, including from past years The Coresight Research Amazon Databank brings together a range of proprietary data on Amazon, with a focus on its US retail operations. Already a subscriber? 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 subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Insight ReportShipt Joins Peers in Adding NYC Delivery Fees John Harmon, CFA, Managing Director of Technology Research July 1, 2026 Reasons to ReadDiscover how new NYC delivery fees could reshape demand for Shipt, Target and competing delivery platforms. Read this report to discover answers to these and other questions: How will Shipt’s new $2.99 NYC delivery fee affect the cost of delivery orders and price-conscious consumer demand? Why does Shipt still appear to operate separately from Target’s broader same-day delivery ecosystem? Companies mentioned in this report include: Target, Shipt, DoorDash, Instacart, Maplebear, Zippia, Stop & Shop, CVS, Family Markets and Morton Williams. Data in this report include: Shipt customer fee notifications; NYC delivery-worker wage and fee benchmarks; delivery-order fee breakdowns; Shipt retailer, category and promotion examples. Already a subscriber? 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 subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Deep DiveSeasonal Shopping, 3Q26—Expectations for the Fourth of July and Labor Day: US Consumer Survey Insights Extra Aditya Kaushik, Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research July 1, 2026 Reasons to ReadThe Coresight Research monthly US Consumer Survey Insights series offers a more detailed or specific take on trends and data from our weekly surveys of US consumers. This month, we continue our quarterly Seasonal Shopping series. We assess consumers’ spending expectations for calendar events in the third quarter of 2026 (3Q26): Fourth of July, Labor Day and Amazon Prime Day. Plus, we review holidays during 2Q25, analyzing how consumers celebrated Easter, Memorial Day, Mother’s Day and Father’s Day and how this behavior compared to their earlier plans. The appendix of this report provides results on consumers’ shopping behaviors from our weekly survey questions aggregated in four-week increments over the past few months. Proprietary survey data in this report include: Whether US consumers expect to spend on the Fourth of July and Labor Day, and how much they expect to spend on each event compared to last year and in dollar terms How consumers plan to celebrate events in 3Q26—and breakdowns by gender, age and income for selected holidays Actual consumer behavior and spending during Easter, Memorial Day, Mother’s Day and Father’s Day (2Q26) Already a subscriber? 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 subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Deep DiveLower-Income Consumers’ Sentiment Improves Significantly; Dining Out and Entertainment Face Spending Cutbacks: US Consumer Survey Insights Aditya Kaushik, Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research June 30, 2026 Reasons to ReadDiscover 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 behavior; and retailer and category-level shopping data. Other relevant research: Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. Already a subscriber? 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 subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Event CoveragePrime Day 2026 Insights: How Amazon Converges Retail, Media and AI Dnyanesh Padmane, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research June 30, 2026 Reasons to ReadAmazon’s Prime Day 2026 has evolved beyond a discount-led shopping event into a broader consumer ecosystem integrating retail, media, AI-driven discovery and expanded Prime membership benefits. The report highlights key shifts in shopper behavior across groceries and high-frequency essentials, alongside Amazon’s growing use of AI tools such as Alexa for Shopping and Amazon Lens to simplify product discovery and reduce purchase friction. It also explores how retail media, livestream integration and brand partnerships are shaping visibility and conversion during the event, while Amazon continues to extend value into travel, autos, entertainment, and health services. Look out for insights on how Prime Day 2026 is reinforcing Prime membership as a daily utility rather than a periodic shopping subscription, and how AI-enabled shopping, ecosystem bundling and value-led promotions are reshaping competition for consumer attention across digital retail. Companies mentioned in this report include: Companies mentioned in this report are: Amazon, Celestial Seasonings—The Hain Celestial Group, Coca-Cola, Sensodyne—Haleon plc and Adobe. Other relevant research: More Coresight Research coverage of Amazon’s Prime Day, including from past years Amazon Prime Day 2026: Three Insights on US Consumer Expectations The Coresight Research Amazon Databank brings together a range of proprietary data on Amazon, with a focus on its US retail operations. All our reports on shopping festivals/holidays and livestreaming e-commerce Already a subscriber? 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 subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Deep DiveUS Back to School 2026, Part 2: Where Consumers Will Shop—Mass Merchandisers Lead Over Amazon as Shoppers Prioritize Value, Execution and Convenience Aditya Kaushik, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research June 29, 2026 Reasons to ReadDiscover where and how consumers are shopping, overall and by school level—and what it means for retail strategy. Read this report to discover answers to these and other questions: How are shoppers shifting their purchasing behavior across in-store, online, and hybrid channels like BOPIS? Which retailer types and individual banners are winning—and why are mass merchandisers so far ahead? What roles do online and in-store advertisements play in driving consumer decisions this BTS season? How should retailers respond to growing emphasis on convenience and product availability? The top categories 2025 BTS shoppers expect to shop. Apparel and fashion trends the 2025 BTS shoppers are most excited about. Data in this report include: BTS shopper preferences by channel and income; leading retailer rankings by shopper segment; retailer appeal by income and school level; top advertising and influence sources; key purchase decision drivers such as quality, price and availability. Companies mentioned in this report are: Adidas, Amazon.com, Inc. American Eagle Outfitters, Burlington Stores, PVH, Columbia Sportswear, Costco Wholesale, Crocs, eBay, Gap, Guess, Hanesbrands, H & M, Inditex, Kohl’s, Levi Strauss, Lululemon, Macy’s, NIKE, Nordstrom, Ralph Lauren, Ross, Target, The TJX Companies, Under Armour, Urban Outfitters, Walmart. Other relevant research: The first report in our US Back to School 2026 series: US Back to School 2026, Part 1: Early Shopping, Inflation Worries and Strategic Choices Shape BTS 2026 The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. Already a subscriber? 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 subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Insight Report1Q26 Earnings Season Wrap-Up: 80% Grow Sales; 75% Beat EPS, Led by Discount, Apparel and E-Commerce Abhinav Tagore, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research June 29, 2026 Reasons to ReadDiscover the key retail and consumer earnings trends shaping the industry in 1Q26. Read this report to discover answers to these and other questions: Which retail and consumer sectors delivered the strongest sales growth in 1Q26? How did consumer spending trends vary across apparel, beauty, discount, food, home, luxury and e-commerce? Which companies beat or missed consensus expectations for revenue and EPS? How are tariffs, geopolitical uncertainty and macroeconomic conditions affecting retailer performance and outlooks? What strategic priorities—including technology investments, store expansion and digital initiatives—are companies pursuing in 2026? Companies mentioned in this report include: Adidas, Birkenstock, Crocs, Deckers, Levi Strauss, PUMA, PVH, Ralph Lauren, Under Armour, Abercrombie & Fitch, American Eagle Outfitters, Aritzia, Primark, Burlington Stores, DICK’S Sporting Goods, Fast Retailing, Walmart, Target, Costco, Amazon, Alibaba, eBay, Ross Stores, TJX Companies, Dollar Tree, Five Below and many more. Data in this report include: US retail sales growth; retail inflation and inferred real sales growth; retail foot traffic trends; year-over-year sales growth; EPS versus consensus; revenue versus consensus; comparable sales; company financial performance by sector. Already a subscriber? 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 subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Analyst CornerAnalyst Corner: Behind the Low Prices—Assessing Competition in Ultralow-Price E-Commerce, with Abhinav Tagore Abhinav Tagore, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research June 28, 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 Behind the Low Prices: Assessing Cross-Border Competition between Shein, Temu and Amazon Haul. Discover how tightening trade regulations are reshaping competition in ultralow-price e-commerce. Read this report to discover answers to these and other questions: Why are not all ultralow-price e-commerce business models built the same? How has the removal of the US de minimis exemption tested the resilience of Temu, Shein and Amazon Haul? What does the changing regulatory landscape mean for the future competitive positioning of ultralow-price e-commerce platforms? Companies mentioned in this report include: Amazon Haul, Amazon, Temu, Shein, PDD Holdings. Other relevant research: All Analyst Corners This document was generated for
Store TrackerWeekly UK Store Openings and Closures Tracker 2026, Week 25: Ernest Jones To Open Stores Aaron Mark Dsouza, Data Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research June 26, 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? What do 2026 year-to-date trends suggest about the direction of UK retail store networks following the full-year 2025 baseline? Companies mentioned in this report include: B&Q, Bath & Body Works, Boots, Ernest Jones, Farmfoods, Hermès, House of Fraser, JD Sports, Mountain Warehouse, New Look, Poundstretcher, ProCook, Søstrene Grene, The TJX Companies and World Market 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 subscriber? 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 subscription plans. View Subscription 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 25: True Religion To Open Stores Aaron Mark Dsouza, Data Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research June 26, 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: 303 Boards, Alimentation Couche-Tard, Amouage, Bass Pro Shops, Buc-ee’s, JCPenney, Lucky Supermarket, Luisaviaroma, Morning Lavender, The BFLO Store, Tiffany & Co, True Religion, Wawa, Whole Foods Market and World Market. 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 subscriber? 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 subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Insight Report1Q26 Retail Inventory Insights: Inventory Builds Broaden as Traffic Stabilizes and Margin Discipline Becomes More Critical Risheek Dandekeri Sector Lead: Anand Kumar, Associate Director of Retail Research June 25, 2026 Reasons to ReadUncover how retailers are balancing spring inventory builds, tariff uncertainty and margin discipline in 1Q26. Read this report to discover answers to these and other questions: Why did inventory values rise for 34 of 48 tracked retailers while overall inventory turnover was broadly flat year over year? How are retailers such as Target, Walmart, BJ’s Wholesale Club and Costco using inventory discipline to support value, convenience and omnichannel demand? Which sectors delivered the strongest turnover productivity in 1Q26, and where did food and grocery, home improvement and discretionary retailers face pressure? How are tariffs, energy-cost risk and a K-shaped consumer economy shaping inventory planning, receipt timing and margin protection? How are retailers using AI-enabled forecasting, real-time visibility and supply-chain execution to manage availability without overbuying? Companies mentioned in this report include: Abercrombie & Fitch, Albertsons Companies, American Eagle Outfitters, Apple, Aritzia, Bath & Body Works, Best Buy, BJ’s Wholesale Club, Burlington Stores, Capri Holdings, Casey’s General Stores, Costco, CVS Health, Deckers Outdoor, DICK’S Sporting Goods, Dillard’s, Dollar General, Dollar Tree, Fast Retailing, Five Below, Floor & Decor, Gap, H&M, Home Depot, Kohl’s, Koninklijke Ahold Delhaize, Kroger, Lowe’s, lululemon, Macy’s, Murphy USA, NIKE, Ollie’s Bargain Outlet, RH, Ross Stores, Sherwin-Williams, Sprouts Farmers Market, Tapestry, Target, The Estee Lauder Companies, TJX Companies, Tractor Supply, Ulta Beauty, Under Armour, Urban Outfitters, Walmart, Wayfair, Williams-Sonoma and more. Data in this report include: US retail sales growth by month; retail traffic; inventory turnover ratios by retailer and sector; year-over-year changes in inventory values; and commentary on strategic inventory actions across leading retailers. Already a subscriber? 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 subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
