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

Discover how 2022 Russia-Ukraine conflict impacted US consumer behavior and the retail sector and how the recent Middle East energy shock would impact US consumer behavior and the retail sector, with potential ripple effects on the economy.

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

  • How has the conflict in Iran affected oil and gasoline prices, and what does this mean for US consumers?
  • What can we learn from the historical comparison to the 2022 energy shock regarding fuel price increases?
  • How might higher gasoline prices and inflationary pressures influence consumer confidence and discretionary spending across different income groups?
  • What are the wider impacts on retail, including shifts in consumer preferences towards value-oriented products and private labels?
  • How could the duration of the conflict influence broader economic and retail sector trends, especially in terms of inflation, store traffic and spending patterns?

Companies mentioned in this report include: Amazon (NasdaqGS: AMZN), Adidas (XETRA:ADS), Best Buy (NYSE: BBY), Capri Holdings (NYSE: CPRI), The Clorox Company (NYSE: CLX), Dollar General (NYSE: DG), Dollar Tree (NasdaqGS: DLTR), Sprouts Farmers Market (NasdaqGS: SFM), Target (NYSE: TGT), V.F. Corporation (NYSE: VFC), Walmart (NasdaqGS: WMT), Wayfair (NYSE: W)

Data in this report include: US Retail Gasoline Prices (2022 and 2026), US Consumer Sentiment (2022 and 2026), Placer.ai store traffic data (2022 and 2026), US Total Real Personal Consumption Expenditures (2022), Shifts in US Grocery and Nongrocery Shopping Habits (2022)

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Reasons to Read

This report offers a detailed analysis of US retail sales performance in February 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 February 2025 and February 2026?
  • How did retail sales perform across different sectors in January 2026 and February 2026?
  • What are the estimated retail-only inflation trends from September 2025 to February 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

We discuss updated data points on the impact of the Middle East energy shock, and the implications for US retail.

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

  • How are rising gasoline prices affecting US consumer sentiment and spending?
  • How will changes in mortgage rates influence the housing market and big-ticket retail categories?
  • What inflation projections has the Federal Reserve recently made for 2026?
  • What actions can retailers take to navigate cost pressures and changing US consumer behavior?

Data in this report include: US gasoline price trends; consumer sentiment measures; mortgage rate data; Federal Reserve inflation projections.

Every Analyst Corner also includes a roundup of research and data published that week.

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: Abercrombie & Fitch Co., Boots, Footasylum, Harvey Norman, Initio Parfums Privés, Jigsaw, Joe Browns, Jollyes Group, Marella, Marks & Spencer, New Look, Next plc, Russell & Bromley, Superdry, The Original Factory Shop 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:

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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: CVS Health, Designer Brands, J.Jill, Kindthread, Miniso, Neiman Marcus, NONFICTION, Saks Global, Shoe Carnival, Sportsman’s Warehouse, Violet Grey, Vivobarefoot, Winn-Dixie and Zumiez

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

Read this report to find answers to these key questions:

  • How did shifting consumer preferences lead to Allbirds’ rapid rise and fall?
  • Do consumers really prioritize sustainability when budgets are tight?
  • Why has Allbirds joined the wave of store closures in the US?

Companies mentioned in this report include: American Exchange Group, Allbirds

Data in this report include: Allbirds revenue trends; Consumer survey insights; US store closure estimates

Other relevant research:

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Reasons to Read

Discover insights into the shifting retail landscape and upcoming trends with the 2026 US Store Tracker Extra.

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

  • How do 2026 US store closures and openings compare to the same period in 2025?
  • What are the leading companies driving retail space closures and openings?
  • Which retailers are expanding their presence with the newest store openings in 2026?

Companies mentioned in this report include:  Academy Sports and Outdoors, Abercrombie & Fitch Co., Amazon.com, American Eagle Outfitters, American Eagle Outfitters, Associated British Foods, BAPE, Bass Pro Shops, Bath & Body Works, Beams, Best Buy, BJ’s Wholesale, Boden, Burlington Stores, Carolina Herrera,  Casey’s, Castlery, Chair King, Citi Trends, Costco Wholesale, Cotopaxi, Daiso, DICK’S Sporting Goods, Dollar General, Dollar Tree, Fortunoff, Fugazi, Gap Inc., Glossier, Grocery Outlet, H Mart, Haverty Furniture, Jendue, Kohl’s, Lidl, Madhappy, Mango, Meijer, MINISO, Nordstrom, Ollie’s Bargain Outlet, PGA TOUR Superstore, Princess Polly, Publix Super Markets, Rally House, Ross Stores, Saks Global, Signet Jewelers, Target, The Buckle, The Fresh Market, The TJX Companies, Inc., Tilly’s, Toast, Torrid, Ulta Beauty, Victoria’s Secret, Wawa, WeWearAustralian, Williams-Sonoma, Winn-Dixie, Yellow Rose, Zimmermann.

Other relevant research:

  • View our full collection of store tracker reports, covering the UK, the US and Canada.
  • The Coresight Research 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 Retail Bankruptcies Databank details bankruptcies of US and UK retail companies, restaurants and gyms since March 2020.
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Reasons to Read

Understand how a €4 billion partnership is reshaping luxury beauty.

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

  • How do Kering and L’Oréal gain from a deal that includes acquisitions, licenses and a new joint venture?
  • What is the projected impact of Creed and long-term licenses on L’Oréal’s luxury and fragrance divisions?
  • Why is this move in line with other beauty agreements in the luxury sector?

Companies mentioned in this report include: Balenciaga, Bottega Veneta, Coty, Estée Lauder, Gucci, L’Oréal, Sephora, The House of Creed.

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Reasons to Read

Uncover how the divergent evolution of AI shopping agents in the US and China is reshaping global retail strategies, creating new imperatives for brand visibility, and redefining the path to purchase in an era of “agent-first” commerce.

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

  • How do the structurally different agentic commerce ecosystems in the US (open-broker model) and China (vertically integrated super-app model) impact retailer strategy?
  • Why is Amazon’s creation of an “exclusion zone” by blocking external agents forcing a hybrid landscape in the US, and what does this mean for non-Amazon retailers?
  • How can retailers optimize their product feeds, APIs, and content to become “agent-friendly” and avoid being invisible to AI-driven discovery?
  • What are the strategic implications of China’s Qwen app reaching 200 million users in 3.5 months versus the challenges US agents face in scaling native checkout?
  • Should brands prioritize deep integration with walled-garden super-apps or adopt open protocols like the Universal Commerce Protocol (UCP) to future-proof their sales channels?

Data in this research report include/are: Global GenAI market size projections ($66.2 billion in 2026); Alibaba Qwen user growth metrics (200M MAUs in 3.5 months, 120M orders in 6 days); Comparative analysis of agentic checkout capabilities across Qwen, ChatGPT, Gemini, and Amazon Buy for Me; Insights into the fragmentation of the US retail landscape vs. China’s vertical integration; Strategic frameworks for “agent-readiness” and protocol adoption.

Companies mentioned in this report include/are: Alibaba Group, Alphabet Inc. (Google), Amazon, ByteDance, DoorDash, Etsy, Instacart, Meta Platforms, Microsoft, OpenAI, Shopify, Target, Tencent, Uber, Walmart, Chewy, Wayfair, Stripe, and more.

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Reasons to Read

Discover how the US consumer packaged goods (CPG) sector can navigate challenges like inflation fatigue, changing consumer habits and geopolitical pressures, and set the stage for potential volume recovery.

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

  • What factors are contributing to the stagnation of unit growth in the US CPG sector, and how are they impacting consumer behavior and sales trends?
  • How can CPG companies adapt their pricing strategies and portfolios to recover volumes and align with shifting consumer preferences?
  • What opportunities exist for CPG brands to capitalize on the growing adoption of GLP-1 medications and the rising demand for healthier, high-protein products?
  • What role will AI-driven tools and dynamic pricing optimization play in driving future growth for CPG companies?

Companies mentioned in this report include: Campbell’s Company, Danone, General Mills, Hershey Company, Kraft Heinz, Mondelez International, Nestlé, PepsiCo and Walmart.

Data in this report include: Total CPG unit sales and dollar sales growth for four-week periods, edible CPG unit sales and dollar sales growth for four-week periods, average weekly grocery spending trends, the impact of GLP-1 medications on consumer eating habits, US food and beverage category sales performance and financial sentiment surveys among lower-income households.

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Reasons to Read

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

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

Uncover how retailers are navigating tariff risks, inventory divergence and digital transformation to protect margins in 4Q25.

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

  • How are retailers like Ulta, Bath & Body Works and Kohl’s adopting diverging inventory strategies in response to uneven demand and tariff pressures?
  • In what ways are tariff-driven cost timing and accounting methods distorting reported margins at companies such as Costco and Williams-Sonoma?
  • Why are value-led and club formats like Dollar Tree, Walgreens Boots Alliance and Costco outperforming peers on inventory turnover?
  • How are early receipts and digital tools-including AI-based replenishment-shaping inventory visibility and seasonal readiness for players like Gap, Walmart and Urban Outfitters?

Companies mentioned in this report include: Abercrombie & Fitch, Aritzia, Bath & Body Works, Best Buy, BJ’s Wholesale, Costco, CVS Health, Dollar Tree, Five Below, Gap, Home Depot, Kohl’s, Lowe’s, Macy’s, Ross Stores, Target, TJX Companies, Ulta Beauty, Urban Outfitters, Walgreens Boots Alliance, Walmart, Williams-Sonoma and more.

Data in this report include: US retail sales growth by month; inventory turnover ratios by retailer and sector; year-over-year changes in inventory values; and commentary on strategic inventory actions across leading US retailers.

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Reasons to Read

Discover expected shopping behavior of consumers for calendar events in the second quarter of 2026 (2Q26, April–June) and the end-of-year holiday season.

Every Analyst Corner also includes a roundup of research and data published that week.

Read this week’s Analyst Corner to discover answers to these and other questions:

  • Whether US consumers expect to spend on Memorial Day, Mother’s Day and Father’s Day, and how much they expect to spend on each event compared to last year and in dollar terms
  • Consumers’ spending expectations for the 2026 holiday season

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: Bonmarché, Crocs, Flannels, Fred Perry, Hugo Boss, IKEA, JD Sports, Oliver Brown, Russell & Bromley, Sunglass Hut, Tapi Carpets & Floors, TGJones, The Original Factory Shop, and Tiso.

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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