Deep DiveOctober Sales Event Week: Did Shoppers Respond? US Consumer Survey Insights Aditya Kaushik, Analyst October 20, 2026 Reasons to ReadDiscover how US consumers are responding to shifting economic conditions and inflationary pressures. This week, we also review data for major retailers during October’s “deals” week. Read this report to explore answers to these questions: How is consumer sentiment diverging across income groups, and what does this mean for premium versus value retail performance? Which retailers are consumers are shopping at, and which categories are they purchasing? Data in this research report include: Consumer sentiment, in total and by income, weekly; rates of shopping at major retailers, weekly; rates of purchasing in selected retail categories, weekly. Companies mentioned in this report include: Amazon, Walmart, Dollar General, Dollar Tree, Family Dollar, TJX Companies, eBay, Kohl’s, Macy’s, Albertsons Companies, Kroger, Aldi, Costco, Target, Trader Joe’s, Whole Foods Market, Publix, Ahold Delhaize, Temu. Other relevant research: Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. 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: Tariffs Reshape Apparel and Footwear as Off-Price Retailers Extend Their Lead Aditya Kaushik, Analyst October 19, 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 why performance in the US apparel and footwear discount channel is polarizing, as off-pricers extend their lead while cross-border fast-fashion players and weaker operators fall behind. Read this report to discover answers to these and other questions: How are off-pricers continuing to compound gains while Shein and Boohoo reverse course? How sharply does store growth diverge within the discount channel and which discounters are expanding fastest? How does co-location with full-price retailers vary across discounters’ real estate strategies? What do shopper demographics reveal about the distinct customer bases across the discounter group? Beyond tariff exposure, what other risks do discounters face, as illustrated by Boohoo and Old Navy? Companies mentioned in this report include: Abercrombie & Fitch, Academy Sports + Outdoors, AliExpress, Amazon, American Eagle Outfitters, Associated British Foods (Primark), Burlington Stores, Caleres, Debenhams Group (formerly Boohoo Group), Designer Brands (DSW), Dick’s Sporting Goods, eBay, El Puerto de Liverpool, Gap Inc. (Old Navy), H&M, Lululemon Athletica, Macy’s, Nordstrom Inc. (Nordstrom Rack), PDD Holdings (Temu), Ross Stores, Shein, Target, TJX Companies, Urban Outfitters, Victoria’s Secret & Co. Data in this research report include: US apparel and footwear market size and growth; discounters’ US sales and revenue growth, with forecasts through 2030; discounters’ share of US apparel and footwear spending; operating margins; US store counts; co-location with non-discount apparel and footwear chains; store maps; shopper age, income and ethnicity profiles by retailer. Other relevant research: Market Navigator: US Apparel and Footwear—Solid Spending Growth, Shifting Share and Uneven Execution Discount Decades: A Shrinking Middle Class Reshapes 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 Purchase this report. Buy Now This document was generated for
Analyst CornerAnalyst Corner: Assessing the Long-Term Tailwinds for US Discounters, with John Mercer John Mercer, Head of Global Research and Managing Director of Retail Research October 18, 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: A Shrinking Middle Class Reshapes US Retail. Understand the long-term forces behind discount retail’s market share gains and what they mean for US retail. Read this Analyst Corner to discover answers to these and other questions: How are traditionally “millennial” financial traits migrating to other groups, and why does that support discount demand? How is the erosion in the middle class’s share of total household income extending discount appeal? How is competition from services for discretionary spending reshaping retail’s share of wallet? How is supply-side expansion from discount retailers sustaining growth in the value space? Companies mentioned in this report include: TJX; Dollar General; Aldi; Temu; Ross Stores; Burlington Stores; Dollar Tree; Walmart; Lidl; Primark; Shein. Other relevant research: Discount Decades: A Shrinking Middle Class Reshapes US Retail All Analyst Corners This document was generated for
Event PresentationThe Demographic and Structural Forces Powering Discount Retail: Premium Member Call Presentation John Mercer, Head of Global Research and Managing Director of Retail Research October 16, 2026 Reasons to ReadDiscount and value formats have expanded steadily in US retail, and a mix of demographic, financial and economic forces points to continued support for the segment. On October 16, 2026, Coresight Research presented insights on the demographic and structural forces powering discount retail at the Premium Member Call. In this presentation, we provide insights into the rise of discounters among the largest US retailers, who shops at discount banners, financial strain moving to older age groups, the erosion of the middle class, value-seeking across generations, inflation and supply-side expansion, and what separates winning discounters from the rest. Data in this presentation include: Major US retailers’ share of total retail sales, 2023–2025, for TJX, Dollar General, eBay, Aldi, Temu and Ross Stores Retailers used by Caucasian, Hispanic and African-American consumers for nonfood purchases, and US population growth by ethnicity since 1995 Federal student loan balances by borrower age, homeownership rates by age group and the share of population and income by income class Consumer survey data on saving behavior and on preferring experiences over products, by generation, and the split of discretionary spending between retail goods and services US CPI inflation and US net immigration Companies mentioned in this report include: 99 Cents Only Stores, Action, Aldi, AliExpress, Amazon (including Amazon Haul), Big Lots, Boohoo, Burlington Stores, Debenhams Group, Dollar General, Dollar Tree, DSW, eBay, Family Dollar, Five Below, Grocery Outlet, Lidl, Nordstrom Rack, Old Navy, Primark, Ross Stores, Save A Lot, Shein, Temu, The TJX Companies, Trader Joe’s and Walmart. Other relevant research: Discount Decades: A Shrinking Middle Class Reshapes US Retail Market Navigator: Inside the $1 Trillion US Value Retail Market US Fashion Resale: Value, Vintage and Luxury Drive Momentum How Generations Actually Shop: Young Consumers Buy Broadly, Older Consumers Buy Deep Discount Decades: The Demographic and Structural Forces Powering Discount Retail: Premium Member Call 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 41: Bath & Body Works To Open Five New UK Stores Aaron Mark Dsouza, Data Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research October 16, 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: Bath & Body Works, Clarks, Costco Wholesale, Cotton Traders, Deichmann, JD Sports, Jennifer Chamandi, Kiltane, Lucy & Yak, Matalan, Pop Mart, Regatta, Scamp & Dude, Trespass and TWP. 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 41: Haynes Furniture and The Dump Plan To Close All 12 Stores Aaron Mark Dsouza, Data Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research October 16, 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: Amiri, Haynes Furniture, Publix Super Markets, Ross Stores, The Dump Luxe Furniture Outlet, ThirdLove and Whole Foods 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 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 ReportRetailTech: Will Stablecoins, Stripe’s Link, PayPal or Cards Become the Preferred Payment Method for Agentic Commerce? John Harmon, CFA, Managing Director of Technology Research October 16, 2026 Reasons to ReadDiscover how stablecoins and agentic AI are reshaping global commerce—and why credit cards remain central to US consumer payments. Read this report to discover answers to these and other questions: How are stablecoins emerging as a credible currency for global commerce, and how will US legislation shape their growth and oversight? How have technology vendors demonstrated agentic transactions using stablecoins, and what friction and challenges remain? Why do US consumers continue to favor credit cards for payments, and how are card issuers adapting to stablecoins? Companies mentioned in this report include: Alphabet, Kering, IBM, Shopify Data in this report include: Stablecoin transaction volumes; US consumer credit card usage trends. Other relevant research: Building Blocks of the Metaverse: Cryptocurrencies With Announcements from Meta, Stripe and Anthropic, the Three Key Pillars for Agentic Commerce Are Now in Place: Agents, Payments and Tools 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’s AI Superpowers: ByteDance’s Doubao vs. Alibaba’s Qwen and the Retail Impact Charlie Poon, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research October 15, 2026 Reasons to ReadDiscover how China’s AI leaders turn consumer attention into commerce, embedded services and enterprise value—and what that means for your retail strategy. Read this report to discover answers to these and other questions: Why is ByteDance’s Doubao best placed to own China’s mass consumer AI interface? How is Alibaba’s Qwen building the strongest bridge from conversation to commerce and cloud? How can Tencent’s Yuanbao and Xiaomi’s MiClaw integrate AI into their existing ecosystems? Why are open-weight models winning developer mindshare through low costs and greater control? Companies mentioned in this report include: Alibaba, Anthropic, ByteDance, DeepSeek, KFC, Luckin Coffee, MiniMax, Mixue, Moonshot AI, OpenAI, OpenRouter, QuestMobile, Tencent, Xiaomi and Z.ai. Data in this report include: Monthly active users and year-over-year user growth for China’s consumer AI apps in June 2026; average usage frequency and time spent on those apps in June 2026. Other relevant research: Visit the Retail Technology Hub for 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 Weekly Survey Insights: Walmart Holds the Lead as Early Retailer and Category Movements Face Their Test Sophie Anne Luo, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research October 14, 2026 Reasons to ReadTrack how US consumers’ 2026 holiday shopping is unfolding week by week, from how many have started to the retailers and categories capturing early-season spend. Read this report to discover answers to these and other questions: What proportion of US consumers have not yet started their holiday shopping, and how does this compare with the same point in 2025? Which retailer is the most popular holiday destination among recent purchasers, and how are Amazon, Target and Costco ranking behind it? Which product category has overtaken clothing and related products as the leading holiday purchase? What do early-season shifts in retailer rankings and warehouse club participation mean for the competitive picture this holiday season? Companies mentioned in this report include: Amazon, Costco, Target and Walmart. Data in this report include: consumers’ holiday shopping status; retailers shopped and holiday categories purchased in the past seven days; comparisons with 2025; and Coresight Research’s holiday 2026 retail sales and inflation forecasts. 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 ReportWith Announcements from Meta, Stripe and Anthropic, the Three Key Pillars for Agentic Commerce Are Now in Place: Agents, Payments and Tools John Harmon, CFA, Managing Director of Technology Research October 14, 2026 Reasons to ReadDiscover how major advances in AI agents and payment technology are accelerating the shift toward mainstream agentic commerce—and what they mean for retailers. Read this report to discover answers to these and other questions: How is Meta’s Muse bringing agentic commerce to mainstream consumers, and what does its rapid adoption mean for retailers? How are Stripe and PayPal building the payment infrastructure needed to support agentic commerce? How is Anthropic positioning Claude as a trusted intelligence layer while preserving retailers’ customer relationships? Companies mentioned in this report include: Anthropic, Apple, Meta, PayPal and Stripe. Data in this report include: Coresight Research agentic commerce forecast for 2030, Meta Muse’s app adoption and ranking; agentic payment platform integrations; AI-driven shopping cart sizes and conversion rates. Other relevant research: All our coverage of AI in 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 DiveAmazon’s Nonfood Lull Deepens Heading into Prime Big Deal Days: US Consumer Survey Insights Aditya Kaushik, Analyst October 13, 2026 Reasons to ReadDiscover how US consumers are responding to shifting economic conditions, the Iran conflict and inflationary pressures. Read this report to explore answers to these questions: How is consumer sentiment diverging across income groups, and what does this mean for premium versus value retail performance? Which retailers are consumers are shopping at, and which categories are they purchasing? Data in this research report include: Consumer sentiment, in total and by income, weekly; rates of shopping at major retailers, weekly; rates of purchasing in selected retail categories, weekly. Companies mentioned in this report include: Amazon, Walmart, Dollar General, Dollar Tree, Family Dollar, TJX Companies, eBay, Kohl’s, Macy’s, Albertsons Companies, Kroger, Aldi, Costco, Target, Trader Joe’s, Whole Foods Market, Publix, Ahold Delhaize, Temu. Other relevant research: Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. 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 ReportUS CPG Sales Tracker: E-Commerce Growth Accelerates, Led by Food & Beverages Prerana P Kotian, Data Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research October 13, 2026 Reasons to ReadRead this report to discover answers to these and other questions: How much did US CPG e-commerce growth accelerate in the latest four-week period, and how did in-store and total sales perform? How are performance trends differing across food & beverages, health & beauty, and general merchandise & household essentials? Why does food & beverages remain the largest contributor to CPG sales growth, and which categories are driving online demand? Why is health & beauty generating the strongest total sales growth among major CPG departments, and which need-based categories are supporting its resilience? Companies mentioned in this report include: Walmart, Costco Wholesale, Ulta Beauty and e.l.f. Beauty. 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 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: A Shrinking Middle Class Reshapes US Retail John Mercer, Head of Global Research and Managing Director of Retail Research October 12, 2026 Reasons to ReadIn the first part of our five-part Discount Decades series, uncover the demographic, financial, and economic forces set to continue fueling US discount and value retail. Subsequent reports in the Discount Decades series will examine the performance of, and prospects for, discount retailers in these sectors: apparel and footwear; cross-border e-commerce platforms; dollar stores (and similar formats); and grocery. Discover answers to these and other questions: Where do discount formats rank among America’s 25 largest retailers, and how do certain consumer groups drive outsized reach for these banners? How is financial strain migrating across age groups, to previously secure consumer cohorts? How has value-seeking behavior spread across generations, even as services gain share of discretionary spending? What structural demographic and supply-side forces should sustain discount growth, and why do recent format failures show that success isn’t guaranteed? Companies mentioned in this report include: The TJX Companies, Dollar General, eBay, Aldi, Temu, Ross Stores, Walmart (including Sam’s Club), Amazon (including Amazon Haul), Dollar Tree, Family Dollar, Five Below, Burlington Stores, Save A Lot, Grocery Outlet, Lidl, Trader Joe’s, Shein, AliExpress, Primark, DSW, Nordstrom Rack, Old Navy, Costco, The Home Depot, Kroger, CVS Health, Walgreens, Target, Lowe’s, Albertsons, Publix, Apple, Ahold Delhaize, Seven & i Holdings, H-E-B, Alimentation Couche-Tard, Best Buy, Meijer, Whole Foods Market, Kohl’s, Macy’s, 99 Cents Only Stores, Big Lots, Boohoo, Debenhams Group, and Action. Data in this report include: US retailer market-share rankings; discount-shopping rates by race/ethnicity; US population growth by ethnicity; student loan debt trends by borrower age; homeownership rates by age group; household income distribution by income class; consumer survey data on saving behavior and generational spending preferences; the split of discretionary spending between goods and services; and US CPI inflation trends. Related research: Market Navigator: Inside the $1 Trillion US Value Retail Market US Fashion Resale: Value, Vintage and Luxury Drive Momentum The 2023 edition of Discount Decades 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: The Holiday Retail Outlook—Unit Growth Under Pressure as US Consumers Rethink How They Shop, with Aditya Kaushik Aditya Kaushik, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research October 11, 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 Holiday 2026: US Consumer Survey and Retail Outlook—Unit Growth Under Pressure as Consumers Rethink How They Shop. Discover how US consumers are approaching the 2026 holiday season as affordability pressures reshape spending, shopping behavior and purchase decisions. Read this report to uncover answers to these and other questions: What will be the mix between inflation and real growth in holiday retail sales expansion, according to Coresight Research estimates? How are affordability pressures changing the number of gifts consumers buy, how much they spend and when they shop? How are consumers using secondhand shopping and flexible-payment options such as BNPL to manage holiday budgets? What role are AI-powered shopping tools and social media playing in product discovery, comparison and purchase decisions? Topics covered include: US holiday retail sales and retail inflation projections; consumer spending and purchase decisions; inflation impacts; shopping timing and promotions; secondhand, BNPL, AI and social-media usage; and retailer and channel preferences. Other relevant research: All Analyst Corners This document was generated for
Event PresentationHoliday 2026 US Retail Outlook: Premium Member Call Presentation John Mercer, Head of Global Research and Managing Director of Retail Research October 9, 2026 Reasons to ReadQuantify why holiday 2026 sales growth is inflation-led, and uncover how budget-stretched shoppers are changing when, where and how they buy. This slide deck was presented on a Premium Member Call on October 9, 2026. Read this presentation to discover answers to these and other questions: What is the Coresight Research estimate for holiday retail sales growth and how does that break down between inflation and real growth? Who is feeling the squeeze most, and how are shoppers adjusting their holiday budgets? When and where will consumers shop, and which retailers and channels are gaining or losing ground? What will shoppers buy as gifts and how will they pay, as credit cards lose ground to BNPL? How are AI tools, social media and resale reshaping holiday shopping, and what should retailers do now? Companies mentioned in this presentation include: Walmart; Amazon; Target; Dollar General; Dollar Tree; T.J. Maxx; Marshalls; Best Buy; Prime Big Deal Days; YouTube; Facebook Marketplace; TikTok Data in this presentation include: Q4 retail sales growth split between inflation and real growth, 2023–2026E; net consumer spending and unit intentions, 2023–2026; spending intent and inflation impact by household income; budget adjustments and categories cut first; planned shopping events and start timing; retailers, gift categories and channels; payment methods and BNPL use by age; AI tool and social media use. Other relevant research: All Coresight Research coverage of US holiday retail Our main US Consumer and Retail Outlook report 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
