Insight ReportRetail Crime and Shrink: Retailers Scale Up Facial Recognition Tech; Cargo Theft and Fraud Rise as Organized Crime Shifts Beyond the Store Sujeet Naik, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research August 19, 2026 Reasons to ReadDiscover how retailers are responding as organized retail crime shifts beyond the store into cargo theft, e-commerce fraud and AI-enabled scams—and how technologies such as facial recognition, RFID, computer vision and real-time tracking are reshaping loss prevention. What is driving organized retail crime and fraud to shift from stores toward supply chains, digital channels and higher-value targets? How are retailers deploying facial recognition, AI-powered computer vision, RFID, GPS tracking and other technologies to reduce theft and improve employee safety? How are cyber-enabled cargo theft, AI-generated receipts, gift card fraud and other emerging tactics changing the retail risk landscape? How can retailers strengthen loss prevention while balancing customer experience, privacy, data governance and human oversight? Companies mentioned in this report include: Costco Wholesale Corporation; CVS Health Corporation; Grocery Outlet Holding Corp.; Motorola Solutions, Inc.; Sainsbury’s plc; Target Corporation; The Home Depot, Inc.; Walmart Inc. 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 ReportLululemon’s Leadership Churn Adds Risk to an Already Challenging Turnaround Aditya Kaushik, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research August 18, 2026 Reasons to ReadUncover how a wave of executive departures is adding fresh risk to Lululemon’s turnaround just weeks before its new CEO arrives. Read this report to discover answers to these and other questions: What’s happened with Lululemon’s recent leadership departures? How does the technology leadership change add execution risk during Lululemon’s turnaround? Why does executive turnover raise the importance of leadership stability ahead of O’Neill’s arrival? How does leadership churn compound the operational and governance pressure already facing the turnaround? What does Coresight Research think this means for Lululemon’s path forward? Companies mentioned in this report include: Lululemon Athletica (Nasdaq: LULU) and NIKE (NYSE: NKE). Data in this research report include: Lululemon’s leadership and governance timeline; monthly year-over-year store traffic change. Other relevant research: US Apparel and Footwear Market Navigator 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 ReportJuly 2026 US Retail Sales: Growth Decelerates to 4.6% After June’s Prime Day Surge Ristha Dsa, Data Manager Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research August 18, 2026 Reasons to ReadThis report offers a detailed analysis of US retail sales performance in July 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 July 2025 and July 2026? How did retail sales perform across different sectors in July 2026 and July 2026? What is the estimated retail-only inflation trends from September 2025 to July 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. 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 DiveSentiment and Shopping Behavior—What’s Changed? US Consumer Survey Insights Aditya Kaushik, Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research August 18, 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? Which retailer consumers are shopping at and what categories they are purchasing? Data in this research report include: Consumer sentiment by income and time; 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
Market Navigators/Market OutlookMarket Navigator: US Apparel and Footwear—Solid Spending Growth, Shifting Share and Uneven Execution Aditya Kaushik, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research August 17, 2026 Reasons to ReadDiscover how US apparel and footwear bands and retailers are performing in the current environment of shifting economic conditions, Iran conflict and inflation pressures. Read this report to discover answer to these questions: Discover which apparel and footwear retailers are leading in sales, traffic, and productivity in 2026. Learn how department stores, specialty, off-price, and online retailers are performing. Examine store footprint rationalization, category shifts, and consumer behavior trends. Explore digital tools, omnichannel integration, and AI adoption shaping the sector. Gain actionable insights for strategy, portfolio management, and growth in US apparel and footwear retail. Companies mentioned in the report: Amazon, Walmart, American Eagle Outfitters, Abercrombie & Fitch, Fast Retailing, H&M, Gap, Inc., NIKE, Adidas, Columbia Sportswear, Dick’s Sporting Goods, Costco, Crocs, Deckers Outdoor Corporation, JD Sports, Levi’s. Ralph Lauren, Puma, Lululemon Athletica, Macy’s, Kohl’s, TJX Companies, Ross Stores, Burlington Stores, Nordstrom, Academy Sports and Outdoor, Skechers. Data in this research report include: Store revenue and productivity, store footprints and closures, sales per store and per sq. ft., category breakdowns, consumer survey trends, digital adoption, and competitive landscape analysis. This report is a part of our 2026 series of Market Navigator reports, which provide deep dives on major retail sectors and on US retail overall. Click here to see more Market Navigators and check back as we publish more. 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 Purchase this report. Buy Now This document was generated for
Analyst CornerAnalyst Corner: What Lies Ahead for US Grocery Retailing, with Sujeet Naik Sujeet Naik, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research August 16, 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 Market Navigator: US Grocery Retailing—How Quick Commerce, AI and Polarized Consumer Needs Are Shaping Competition. Discover how the US grocery retail market is evolving as value pressures, online grocery growth, AI adoption, health and wellness trends and shifting consumer priorities reshape the competitive landscape. Read this Analyst Corner to uncover answers to these and other questions: What factors are shaping growth and consumer demand in the US grocery retail market in 2026? How are rising fuel costs and changes to SNAP influencing grocery spending, basket sizes and demand for value? What is driving the continued expansion of online grocery, same-day delivery and quick commerce? How are AI, retail media and digital capabilities creating competitive advantages for larger, tech-enabled retailers? How can grocery retailers respond as consumers increasingly prioritize both value and health and wellness? Companies mentioned in this report include: Aldi, Dollar General, Dollar Tree, Sam’s Club, Sprouts Farmers Market and Walmart. Other relevant research: All Analyst Corners This document was generated for
Deep DiveWhat Will a Retail Health Offering Look Like in the Future, and How Can AI Support That? John Mercer, Head of Global Research and Managing Director of Retail Research August 14, 2026 Reasons to ReadDiscover how retailers, CPG firms and pharmaceutical manufacturers can build a 360-degree “whole health” offering—and how AI can power it. Read this report to discover answers to these and other questions: Which structural trends are supporting a whole health offering, and how do wellness engagement and GLP-1 usage differ by generation? What is the product opportunity for retailers to expand assortments around GLP-1, demographic wellness and emerging nutrition categories? What is the service opportunity to position pharmacies as wellness partners through test-to-treat, online consultations, subscriptions and quick commerce? What is the marketing opportunity to communicate integrated wellness positioning through retail media, personalization and pharma collaboration? How can AI support execution across each of the three pillars—from demand forecasting and pharmacy automation to personalized customer engagement? Companies mentioned in this report include: AG1, Boots, Coaches.com, CVS, DoorDash, Eli Lilly, Elysium Health, Everlywell, FitBudd, Garmin, Goli, GoodRx, GoPuff, Grüns, Hims & Hers, InsideTracker, Instacart, Johnson & Johnson, Kahunas, Kenvue, Life Extension, MiDOViA, Momentous Longevity, Nature Made, Novo Nordisk, OLLY, Oura Health, Pfizer, Procter & Gamble, Ro, Sam’s Club, Sesame, Teladoc, The Vitamin Shoppe, Thorne, Ulta Beauty, Unilever, Vital Proteins, Walmart, Walgreen Co., Whoop. Data in this report include: US consumer wellness attitudes and spending priorities by generation; GLP-1 usage rates by generation; US GLP-1 user behaviors and priorities; US wellness product and service market sizes and growth rates; services used by drugstore and pharmacy shoppers. 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 UK Store Openings and Closures Tracker 2026, Week 32: Bonmarché Opens in Sutton Coldfield While Closing in Bridport Aaron Mark Dsouza, Data Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research August 14, 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: American Vintage, Bonmarché, Co-op, Lacoste, Marks & Spencer, Moida, Mulberry, New Look, OneBeyond, Poundstretcher, Søstrene Grene, Space NK, Sports Direct and TGJones. 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 32: Petsense Plans 75 Store Closures; Bershka Enters the US Market Aaron Mark Dsouza, Data Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research August 14, 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: BEAMS, Ahold Delhaize, Bershka, Bombas, Carter’s, Design Within Reach, Hobby Lobby, JCPenney, Meijer, Murphy USA, Petsense, Save A Lot, The Container Store and Warby Parker. 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
Deep Dive2026 China Retail Predictions Update: Weak Consumer Demand Slows Growth, but Not AI Investment Charlie Poon, Analyst August 13, 2026 Reasons to ReadDiscover why China’s retail market underperformed in H1 2026 and how AI, experiential retail, instant commerce and regulation are reshaping competitive advantage. Questions answered in this report Why did retail-sales growth fall short of the original 4% forecast? Where are AI tools creating measurable value in customer journeys and retail operations? How are landlords and retailers adapting physical formats to cautious consumer demand? How is regulation changing instant-retail subsidies, delivery economics and merchant risk? Which brands, retailers and platforms are best positioned to gain—or lose—advantage? Data in this research report include: China total, ex-automobile, service and online retail-sales data for H1 2026 Monthly active users and year-on-year growth for leading consumer AI apps in June 2026 Selected AI and LLM retail deployments by Alibaba, JD.com and Meituan Experiential-retail developments and selected Guangzhou leasing and vacancy trends A timeline of instant-retail platform regulation in H1 2026 Companies mentioned in this report include: Alibaba Group, ByteDance, DeepSeek, JD.com, Meituan, Moonshot AI/Kimi, Pangdonglai, Tencent, UBTech Robotics and Walmart. Other relevant research 2026 China Retail Predictions China Retail Sales Databank Market Sizes Databank 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 TrackerUS Store Tracker Extra, July 2026: July Announcements Take Total Net Retail Space to 26.1 Million Square Feet Aaron Mark Dsouza, Data Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research August 12, 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: IKEA, Albertsons, Alohas, Aritzia, Bass Pro Shops, H Mart, J.Crew, Meijer, Miniso, MooRER, Nike, Olive Young, Petsense, PetSmart, Primark, Publix Super Markets, Rural King, Save A Lot, Staples, TESO Life, U.S. Polo Assn., Uniqlo, West Marine, WHSmith, Winn-Dixie. 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 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 DiveConsumer Sentiment Weakens Despite Softer Inflation Perceptions: US Consumer Survey Insights Aditya Kaushik, Analyst August 11, 2026 Reasons to ReadDiscover how US consumers are reacting to shifting economic conditions and inflation pressures this year. Read this report to discover answers to these and other questions: How is consumer sentiment diverging across income groups—and what does this mean for premium versus value retail performance. How entrenched is trading down and what specific inflation-related behaviors are dominating in food and nonfood purchases? Data in this research report include: Consumer sentiment by income and time; shopping changes due to inflation; 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
Market Navigators/Market OutlookMarket Navigator: US Grocery Retailing—How Quick Commerce, AI and Polarized Consumer Needs Are Shaping Competition Sujeet Naik, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research August 10, 2026 Reasons to ReadDiscover how the US grocery retailing sector can navigate intensifying competition as scale, quick commerce, agentic AI and the growing divide between value and wellness reshape the market. Read this report to uncover answers to these and other questions: How are mass merchants, warehouse clubs, online marketplaces and discount operators changing the competitive landscape for traditional grocers? How can regional grocers defend customer loyalty as rapid delivery weakens the historic advantage of store proximity? How will AI shopping assistants transform product discovery, basket building, personalization and purchasing decisions? How should retailers respond to persistent value-seeking, private-label growth and pressure on household budgets? Where can retailers capture opportunities linked to health and wellness, GLP-1 adoption, fresh-food differentiation and omnichannel shopping? Companies mentioned in this report include: Ahold Delhaize; Albertsons; Aldi; Amazon; Costco; Dollar General; Grocery Outlet; H-E-B; Kroger; Lidl; Publix; Sprouts Farmers Market; Target; Walmart; Wegmans; Whole Foods Market. Data in this report include: US grocery market forecasts; online grocery sales and penetration trends; grocery channel and retailer market shares; retailer revenues, margins, store footprints and traffic; and consumer survey findings on rapid delivery, AI shopping assistants, online grocery preferences and health-focused purchasing. This report is a part of our 2026 series of Market Navigator reports, which provide deep dives on major retail sectors and on US retail overall. Click here to see more Market Navigators and check back as we publish more. 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 Purchase this report. Buy Now This document was generated for
Analyst CornerAnalyst Corner: US Department Stores Are Entering an Execution-Led Reset, with Aditya Kaushik Aditya Kaushik, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research August 9, 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 Market Navigator: US Department Stores—The Execution Reset; How Store-Level Excellence Will Define the Next Winners. Discover how US department stores are performing in the current environment of shifting economic conditions, Iran conflict and inflation pressures. Read this report to discover answer to these questions: Understand why store-level execution is becoming the key factor separating stronger department stores from weaker players. Learn how retailers are improving productivity through better assortments, enhanced service, store upgrades and stronger omnichannel integration. Explore how changing consumer expectations are reshaping the role of physical stores in the US department store sector. Get a preview of Coresight Research’s analysis of market trends, retailer strategies and the factors shaping the next winners in department stores. Data in this research report include: US department stores market size and growth. Other relevant research: All Analyst Corners This document was generated for
Store TrackerWeekly UK Store Openings and Closures Tracker 2026, Week 31: Apparel Sector Leads Both Openings and Closures as Vuori Adds Its First UK Outlet Store Aaron Mark Dsouza, Data Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research August 7, 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: Edikted, Essential Parfums, Footasylum, Lindt, Mountain Warehouse, Nobody’s Child, Rituals, TGJones, The Entertainer, Trespass and Vuori. 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
