Store TrackerUS Store Tracker Extra, September 2026: Larger Openings Offset Closures for 28.8 Million Square Feet Net Gain Aaron Mark Dsouza, Data Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research October 9, 2026 Reasons to ReadDiscover 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? Which retailers are expanding their presence with the net store openings in 2026? Companies mentioned in this report include: Alimentation Couche-Tard, Inc., American Eagle, Allsup’s, Bandai Namco, Bath & Body Works, BeautySpace, Birkenstock, Bluemercury, Build-A-Bear Workshop, Burlington Stores, Cato, Casey’s, Celine, Cider, Costco Wholesale, Dollar General, Garage, Gap, Hotel Chocolat, IKEA, Lidl, Lowe’s, N.Cat, Ollie’s Bargain Outlet, Piggly Wiggly, Primark, Save A Lot, Scrubs & Beyond, Signet Jewelers, The Card Vault, The Children’s Place, Tilly’s, Toys”R”Us, Transformer Table, Ulta Beauty, Victoria’s Secret, Williams-Sonoma, World Market. 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. 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 40: Frasers Group To Convert Harvey Nichols Stores in Leeds and Bristol to Flannels Aaron Mark Dsouza, Data Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research October 9, 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: Co-op, Flannels, Harvey Nichols, Kiehl’s, Marks & Spencer, Mori, Next, Peacocks, Pop Mart, Poundstretcher, Regatta, River Island and TK Maxx. 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 40: Leslie’s Files for Chapter 11 and Plans To Close 76 Stores Aaron Mark Dsouza, Data Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research October 9, 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: Arc’teryx, IKEA, Leslie’s, Lidl, Salvatore Ferragamo, Save A Lot and XiRENA. 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
Deep DiveHoliday 2026: The Last Mile—Elevated Costs Confront a Cautious Consumer, Signaling Margin Risk Sujeet Naik, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research October 8, 2026 Reasons to ReadDiscover how retailers and carriers can navigate a more complex holiday 2026 last mile, as softer online demand, inflation-driven deal seeking, higher carrier charges and logistics labor constraints reshape fulfillment strategies. Learn how delivery preferences, carrier diversification and automation can help protect margins, improve resilience and sustain service levels through the holiday peak. Read this report to uncover answers to these and other questions: How will softer online demand and more cautious consumer spending reshape holiday order timing and last-mile fulfillment patterns? How should retailers adapt fulfillment strategies as shoppers continue to prioritize regular delivery, reliability and affordability over speed? How can retailers manage rising carrier surcharges and transportation costs without putting additional pressure on margins or shoppers? What role can regional and alternative carriers play in strengthening capacity, flexibility and cost control during peak season? How can automation, earlier staffing plans and logistics partnerships help retailers reduce operational risk during the holiday peak? Companies mentioned in this report include: Amazon; FedEx; GLS US; SpeedX; Target; UPS; UniUni; Veho; Walmart; Wayfair. Data in this report include: Holiday shopping channel preferences and inflation impacts; online fulfillment method usage and preferences; FedEx and UPS peak-season shipping surcharges; and transportation, warehousing and utilities workforce trends. Related research: All of our US holiday retail research Holiday 2026: US Consumer Survey and Retail Outlook—Unit Growth Under Pressure as Consumers Rethink How They Shop 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 DiveThe Modern QSR Playbook: Building Faster, More Connected Restaurant Operations Through Technology Jiayue Zhao, Strategy Consultant Sector Lead: Steven Winnick, Vice President—Innovator Services October 8, 2026 Reasons to ReadDiscover how connected technology can help QSR operators turn digital investments into faster, more accurate and more resilient restaurant operations. Read this report to discover answers to these and other questions: How can QSR operators connect ordering, kitchen, fulfillment and supply chain workflows? Where is restaurant technology delivering measurable returns—and where does untapped value remain? What technology, business and workforce foundations are needed to scale connected operations? Data in this report include: Findings from a survey of 147 US-based QSR executives; technology-adoption and benefit rates; ordering-channel mix; deployment priorities; and critical implementation success factors. 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 DiveSeasonal Shopping, 4Q26—Previewing Shoppers’ Plans Across the Fourth Quarter: US Consumer Survey Insights Extra Aditya Kaushik, Analyst October 7, 2026 Reasons to ReadThe Coresight Research US Consumer Survey Insights Extra series offers a more detailed or specific take on trends and data from our weekly surveys of US consumers. With this report, we continue our quarterly Seasonal Shopping series. We assess consumers’ spending expectations for calendar events in the fourth quarter of 2026 (4Q26): Halloween, Amazon Prime Big Deal Days, Singles’ Day, Black Friday and the end-of-year holiday season. Refer to our main US holiday consumer survey report for a fuller analysis of shoppers’ holiday expectations and our projections: Holiday 2026: US Consumer Survey and Retail Outlook—Unit Growth Under Pressure as Consumers Rethink How They Shop. Read this report to explore answers to these questions: How does consumer engagement with Amazon’s Prime Big Deal Days compare to Black Friday, and what are the leading product categories? What will Halloween spending and celebrations look like this year? What role does Singles’ Day play in US seasonal shopping, and which categories are expected to perform best? How have consumer expectations shifted for the 2026 holiday season, and which income groups are most optimistic? What does consumer behavior from Labor Day, Prime Day, and the Fourth of July shopping reveal about early holiday spending patterns? Data in this research report include: Spending expectations and actual behavior by event; preferred retailers and product categories; financial sentiment by income group; timing of holiday and back-to-school purchases. Companies mentioned in this report include: Amazon, Walmart, Costco, Sam’s Cub, Dollar Tree, Family Dollar, Walmart, Amazon, The TJX Companies, Kohl’s, Target, eBay, Macy’s, Temu, Best Buy. 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
Event CoverageShoptalk Fall 2026 Wrap-Up: How Retailers Can Unlock New Channels, Entice Customers and Keep them Loyal John Harmon, CFA, Managing Director of Technology Research October 7, 2026 Reasons to ReadDiscover how retailers and brands can win customers for the long term through retail excellence, brand storytelling and a deeper understanding of the shopper, based on the Coresight Research team’s takeaways from Shoptalk Fall 2026. Read this report to discover answers to these and other questions: How can retailers and brands grow revenues with agentic commerce, rapid delivery and demand sensing? How can established brands move fast and unlock creators to exhibit their creativity? How do personalization, community and experiences bring customers back? Companies mentioned in this report include: Amazon, DoorDash, Estée Lauder, Target Other relevant research: Shoptalk Fall 2026: Day 1—Hearing from Amazon, Anthropic and Ulta as Brands Prepare for AI-Led Discovery Shoptalk Fall 2026: Day 2—From Loyalty and Live Shopping to Agentic Commerce, Retailers Focus on Data Quality, Repeat Behavior and Trust Shoptalk Fall 2026: Day 3—From Loyalty to Stores, via AI This document was generated for
Event CoverageCoresight Conference 2026: Insights from “How AI Is Redefining the Possible” John Harmon, CFA, Managing Director of Technology Research October 6, 2026 Reasons to ReadDiscover how retailers are moving beyond AI experimentation to strengthen customer relationships, improve operations and create measurable business value. Read this report to discover answers to these and other questions: How are Ferguson and Tractor Supply using AI to strengthen human expertise and customer relationships? What workflow redesign, ownership, measurement and employee support are needed to turn AI initiatives into business results? How do reliable, timely data and dependable infrastructure determine retailers’ ability to act on AI insights? How are Follett, Jared and niche brands using AI to make customer engagement more relevant while preserving authenticity and trust? How is AI progressing from providing answers to carrying out tasks across shopping and retail operations? Data in this research report are: The US agentic commerce market in 2030. Companies mentioned in this report include: Amazon, CentricSoftware; Jared; Lumesa; Solesr4Souls; Tractor Supply; Retail Institute Italy; Simbe; Stripe; Spangle.ai; T-Mobile; UDig; Zebra. Other relevant research: The IMPACT Playbook: A Six-Point Guide To Help Retailers Achieve Readiness in Implementing AI 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 DiveWalmart and Amazon Gain Ground in Food Shopping: US Consumer Survey Insights Aditya Kaushik, Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research October 6, 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
Deep DiveHoliday 2026: US Consumer Survey and Retail Outlook—Unit Growth Under Pressure as Consumers Rethink How They Shop Aditya Kaushik, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research October 5, 2026 Reasons to ReadWhere, when and how will US consumers spend for holiday 2026? We analyze findings from our proprietary holiday 2026 US consumer survey to offer critical insights on the shape of demand and consumers’ shopping expectations for the holiday season. We present our holiday sales projections, examine how shopper behavior will differ this year from last, and assess how the current economic and inflationary environment will impact spending. Read this report to discover answers to these and other questions: What is Coresight Research’s projection for 2026 holiday retail sales and how is inflation shaping expectations? Why are more consumers shopping earlier this season and which income groups are driving this shift? What are the key motivations behind consumer holiday budgets and how is inflation influencing spending plans? How is generative AI transforming holiday shopping? Which retailers are expected to dominate and what matters most to consumers when choosing where and how to shop? Data in this research report include: Holiday sales growth projections; consumer spending intentions by income group; inflation impacts on gift buying; AI and social media usage for gift discovery; reasale, product category and retailer preferences; online vs. offline shopping behaviors; credit and BNPL usage trends. Companies mentioned in this report include: Amazon, Walmart, Target, Dollar General, Dollar Tree, Family Dollar, Costco, Kohl’s, Macy’s, TJX, eBay, Best Buy, Ulta Beauty, Sephora, Bath & Body Works, Temu, Shein, Etsy, JCPenney, Old Navy, Gap, Apple, Home Depot, H&M, American Eagle Outfitters, Nordstrom, Burlington, Lululemon Athletica, CVS Health, Walgreens, Lowe’s, Zara, Foot Locker, Ralph Lauren, Dillard’s, NIKE, Adidas, Skechers, Sally Beauty, Urban Outfitters, Trader Joe’s, Abercrombie & Fitch, Famous Footwear, Finish Line, DSW, Wayfair, Saks Fifth Avenue, Neiman Marcus, Publix, Uniqlo, Menards, Tractor Supply Company, Sprouts Farmers Market and RH. Other relevant research: All Coresight Research coverage of US holiday retail 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
Analyst CornerAnalyst Corner: Scaling Retail AI with the IMPACT Framework, with Charlie Poon Charlie Poon, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research October 4, 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 The IMPACT Playbook: A Six-Point Guide To Help Retailers Achieve Readiness in Implementing AI. Discover how retailers can test their AI strategy against the Coresight Research IMPACT framework, covering investment and infrastructure, model choices, policy and security, operational applications, the consumer experience and workforce transformation. Read this report to uncover answers to these and other questions: How can retailers ensure AI investment, data quality and systems integration are strong enough to scale AI use cases across stores and channels? Should retailers use a provider’s AI model, adapt it with their own data, or build proprietary models—and how should that build-vs.-buy decision be tested? What policies, security safeguards and accountability structures are needed to keep AI actions safe, compliant and reversible? Which AI applications should retailers prioritize, and how can they measure adoption and net benefit against a credible cost and service baseline? How is agentic AI reshaping product discovery, order completion and fulfillment—and what must retailers get right to stay visible and trusted in AI-mediated shopping? How should retailers redesign workflows, decision rights and incentives so that time freed up by AI turns into real service or cost gains rather than stalled pilots? Other relevant research: All Analyst Corners 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
Event PresentationCoresight Conference, Groceryshop and Shoptalk Fall Takeaways: Premium Member Call Presentation John Mercer, Head of Global Research and Managing Director of Retail Research October 2, 2026 Reasons to ReadCoresight Research presented insights from its own Coresight Conference 2026 as well as Groceryshop and Shoptalk Fall on a Premium Member Call on October 2, 2026. This slide deck showcases the highlights that our team took from those conferences. This presentation covers topics such as AI shopping assistants, agentic commerce, retail media and paid membership programs. Other relevant research: All our Groceryshop coverage All our Shoptalk Fall coverage 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 39: River Island Debuts New Store Concept in Milton Keynes Aaron Mark Dsouza, Data Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research October 2, 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: ARNE, Belstaff, Crocs, Holland & Barrett, JYSK, Marks & Spencer, Rituals, Sofa Club, Sports Direct, Søstrene Grene, The Cotswold Company 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: 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 39: Cato To Close 120 Stores Aaron Mark Dsouza, Data Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research October 2, 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: Allsup’s, Cato, Costco Wholesale, En Gold, Hotel Chocolat, Lidl, The Card Vault, Tone Deaf Studios, Transformer Table 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 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
Event CoverageShoptalk Fall 2026: Day 3—From Loyalty to Stores, via AI John Harmon, CFA, Managing Director of Technology ResearchKelly McCluskeyMax Kahn, President October 1, 2026 Reasons to ReadDiscover how leading retailers and brands are building loyalty beyond points, using AI to turn demand signals into faster action and rethinking the role of the store. Get the Coresight Research team’s highlights from Day 3 of Shoptalk Fall 2026 in Nashville, plus our view on what they mean for retailers. Questions answered in this report: How is loyalty shifting from points to repeated usefulness at Walmart+, Lowe’s and The UPS Store? How are Spin Master and Scotts Miracle-Gro using AI and demand sensing to respond faster? How are David’s Bridal and Equinox selling beyond their core product? Why are Crocs, Kenneth Cole and David’s Bridal investing in entertainment and content? How does Anthropologie decide where to open stores and manage cannibalization? What role should AI play in merchandising at Claire’s and The Children’s Place? How is agentic commerce changing product discovery, and how should retailers prepare? Companies mentioned in this report include: Walmart, Lowe’s, The UPS Store, Anthropologie, Spin Master, Scotts Miracle-Gro, David’s Bridal, Equinox, Crocs, Kenneth Cole Productions, Claire’s, The Children’s Place, Beachwaver and StockX. Other relevant research: All our Shoptalk Fall coverage BEST at Retail: Evolving Physical Stores for the Attention Economy 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
