Deep DiveConsumer Sentiment Is Steady; Tariffs Pessimism Eases; Trading Down Rises Slightly: US Consumer Survey Insights Aditya Kaushik, Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research June 16, 2026 Reasons to ReadDiscover how US consumers are reacting to shifting economic conditions, inflation pressures and tariffs in the new 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. To what extent are shoppers still concerned about tariffs and how are those concerns reshaping spending habits? Which categories are seeing pull-forward demand and where might retailers expect softness later in the year? 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; consumer tariff concerns and behavioral responses; 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
Deep DiveChina Optimism Rises in May, but Floods, Energy, and Property Keep Spending Cautious and Value-Driven: China Consumer Survey Insights Keerthan Shetty, Data Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research June 16, 2026 Reasons to ReadThe Coresight Research monthly China Consumer Survey Insights series takes a regular temperature check on Chinese consumers’ behaviors and sentiment, based on exclusive proprietary survey data. In this research report, we present findings from our latest weekly surveys, with the most recent undertaken on May 25, 2026. We spotlight developments in consumer sentiment on the economic and financial outlooks. Read this report to discover answers to these key questions: How is consumer sentiment evolving in May, and what factors are influencing it? Which product categories and retail activities are showing resilience despite cost pressures? What impact are macroeconomic and geopolitical developments having on household spending? How are weekly and rolling-average indicators signaling changes in China’s economic outlook? What strategies should retailers adopt for pricing, promotions, and category planning in May’s shopping calendar? Data in this research report includes: Consumers’ expectations for economic conditions and personal finances over the next 12 months, showing how optimism has evolved. Changes in personal financial situations compared to 12 months ago, shedding light on shifts in consumer wealth perceptions. Consumer activities over the past two weeks, highlighting engagement levels and emerging trends. Purchasing behaviors, with insights into what consumers are buying in-store and online during the survey period. Other relevant research: Read the full series of China Consumer Survey Insights The Coresight Research China Retail Sales Databank brings together retail sales data to help you understand the trajectory of retail in China. Interested in more consumer survey analysis? Check out our US Consumer Survey Insights series. 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 ReportHow the US–Iran Deal Changes the Inflation Outlook for Retail John Mercer, Head of Global Research and Managing Director of Retail Research June 16, 2026 Reasons to ReadDiscover how the June 2026 US–Iran deal could reshape the inflation outlook for US retail into the holiday quarter. Read this report to discover answers to these and other questions: How could oil-price normalization limit further CPI acceleration? Why does the lag between oil prices and CPI create a credible path to inflation moderation by the holiday quarter? What factors are supporting near-term consumer spending resilience—and where is the key risk window? Data in this report include: oil and gasoline price movements; CPI inflation projections; retail sales growth; tax refund levels; tariff refund eligibility; back-to-school and holiday retail sales estimates. Related research: The US Consumer: Inflation, Gas Prices, Sentiment and Learnings from Earnings Season Energy and Inflation Update + Retail Tech for the Holidays: Premium Subscriber Call Energy Shock: As Gasoline Prices Decline, When Will Peak CPI Hit? 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 DiveAmazon Apparel US Consumer Survey 2026: Growth Opportunities in Value, AI and Omnichannel Retail Aditya Kaushik, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research June 15, 2026 Reasons to ReadNow in its ninth year, the annual Amazon Apparel US Consumer Survey from Coresight Research identifies and analyzes evolving consumer behaviors on Amazon.com across the US apparel and footwear category. This year, we draw insights from 2,006 online shoppers and our nine-year proprietary data set, offering a comprehensive, compelling view of Amazon’s dominance in fashion e-commerce and the key factors driving its growth in 2026 and beyond. Proprietary survey data in this report include: The proportion of US shoppers who have bought apparel from Amazon over the past year and who expect to buy apparel from Amazon over the coming 12 months Apparel shoppers’ reasons for shopping on Amazon.com The most purchased brands on Amazon.com Where US shoppers have purchased apparel from in the past 12 months (including Amazon) Data in this research report include: Amazon Haul usage drivers by age/income; AI shopping tool awareness and purchase motivators; 12-month Amazon apparel purchase intent by age, income and Prime access; apparel spend shift and net switching to/from Amazon by retailer; reasons for shifting away or buying more; Amazon categories, brands and private labels purchased; cross-category purchases; apparel purchase channels; past-12-month apparel retailers; Prime account/access; and attitudes toward Amazon apparel shopping. Companies mentioned in this report are: Adidas, Amazon.com, Inc. American Eagle Outfitters, Burlington Stores, PVH, Columbia Sportswear, Costco Wholesale, Crocs, eBay, Gap, Guess, Hanesbrands, H & M, Inditex, Kohl’s, Levi Strauss, Lululemon, Macy’s, NIKE, Nordstrom, Ralph Lauren, Ross, Target, The TJX Companies, Under Armour, Urban Outfitters, Walmart. 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
Event CoverageShoptalk Europe 2026 Insights: From AI to Retail Media Dana Miller, Consultant June 15, 2026 Reasons to ReadDiscover how leading retailers are leveraging AI, speed, and culture to reshape the shopping experience, with insights from Shoptalk Europe 2026. Read this report to uncover answers to these and other questions: How is AI driving operational efficiency, and where does Europe stand in agentic commerce adoption compared with the US? Why is real-time responsiveness now more critical than insight accumulation for consumer-centric strategies? In what ways are physical stores evolving into measurable media platforms that amplify brand engagement? Which emerging consumer trends, such as GLP-1 adoption and resale, are reshaping grocery and fashion retail? How are culture-first strategies giving smaller challenger brands a sustainable competitive advantage? Companies mentioned in this report include: Estée Lauder, Zalando, Boots, John Lewis, OBI, Cotswold Outdoor, MAC, Vinted, Bold Bean Co., MOTH. Other relevant research: All of our coverage of Shoptalk events This document was generated for
Analyst CornerAnalyst Corner: Agentic Commerce Demands a New Retail Playbook—Executing with STORE, with Charlie Poon Charlie Poon, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research June 14, 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 Agentic Commerce Playbook: A Step‑by‑Step Framework for Retail Implementation and Scaling. Uncover how agentic commerce is reshaping retail through AI-powered shopping agents and why retailers must adapt to new AI ecosystems to stay competitive. This report reveals the strategies, technologies, and risks that will define the future of retail in an AI-first world. Read this report to discover answers to these and other questions: What are the strategic steps retailers should take to implement agentic commerce, from foundational product feeds to advanced AI-driven agents? Which technology providers and platforms are essential for enabling agentic commerce, and how do they integrate with existing retail systems? How should retailers prioritize AI visibility and data integration to ensure their products are discoverable in AI-driven shopping ecosystems? Other relevant research: Agentic Commerce Playbook: A Step‑by‑Step Framework for Retail Implementation and Scaling All Analyst Corners All of our research on AI in retail All of our research on generative AI This document was generated for
Store TrackerWeekly UK Store Openings and Closures Tracker 2026, Week 23: Marks & Spencer Closes Stores Aaron Mark Dsouza, Data Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research June 12, 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: Berghaus, Free People, H Beauty, Hotel Chocolat, Lindt, Marks & Spencer, ProCook, Smyths 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 23: Casey’s Announces Store Opening Plan Aaron Mark Dsouza, Data Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research June 12, 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: Buc‑ee’s, Casey’s, Dash In, Dunham’s Sports, Giant Eagle, Jones Road Beauty, La DoubleJ, Macy’s, Neiman Marcus, Nordstrom, Primark, Publix Super Markets, Royal Farms, Seasalt Cornwall, T Market, Thom Sweeney, Tilly’s, Vuori, Whole Foods Market and Williams-Sonoma 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
Event CoverageMaking Frontline Workers Super: Insights from the Zebra ZONE 2026 Conference John Harmon, CFA, Managing Director of Technology Research June 11, 2026 Reasons to ReadRead this report to uncover answers to these questions: How is Zebra turning its Workcloud Sync app into a “super app” that combines communication and task management? What does Zebra’s end-to-end product demonstration reveal about computer vision, item tracking, and associate communication? How can generative AI and traditional technologies like OCR reduce tedious tasks and speed up data entry for frontline workers? In what ways are AI-powered mobile computers gaining new skills, such as translation, to assist both associates and shoppers? Companies mentioned in this report include: Vaibe, Zebra Data in this report include: mobile app features and enhancements; computer vision and item tracking demonstrations; generative AI and data acquisition capabilities; AI-powered mobile computer skills and language translation Other relevant research: Reinventing Store Checkout: Minimizing Friction to Drive Business Growth Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Insight ReportUS Inbound Tourism Decline: Uneven Impacts to Retail John Mercer, Head of Global Research and Managing Director of Retail Research June 10, 2026 Reasons to ReadUnderstand how declining international visits, especially from Canada, are reshaping US retail and tourism. Read this report to discover answers to these and other questions: How are US international visitor numbers trending in 2026, and what does this mean for tourism recovery? What is the impact of declining traveler spending on retail, including shopping and luxury sectors? How are Canadian visitor declines affecting specific destinations and metropolitan areas? Which retailers and sectors are most exposed to changes in inbound tourism? What are the prospects for recovery and the role of events, exchange rates, and global factors? Data in this report include: international visitor numbers by country; year-over-year traveler spending; Canadian visits to US metros; retail exposure to inbound tourism; mapped regional visitor declines 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 DiveAgentic Commerce Playbook: A Step‑by‑Step Framework for Retail Implementation and Scaling Charlie Poon, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research June 10, 2026 Reasons to ReadUncover how agentic commerce is reshaping retail through AI-powered shopping agents and why retailers must adapt to new AI ecosystems to stay competitive. This report reveals the strategies, technologies, and risks that will define the future of retail in an AI-first world. Read this report to discover answers to these and other questions: What are the strategic steps retailers should take to implement agentic commerce, from foundational product feeds to advanced AI-driven agents? Which technology providers and platforms are essential for enabling agentic commerce, and how do they integrate with existing retail systems? How should retailers prioritize AI visibility and data integration to ensure their products are discoverable in AI-driven shopping ecosystems? How can brands adapt their product feeds and content to be “AI-friendly” and avoid being overlooked by conversational shopping agents? What are the critical risks associated with agentic commerce, such as security vulnerabilities, fraud, and data breaches, and how can retailers mitigate these risks? How can retailers build resilience into their operations to support AI-driven transactions, from real-time data integration to seamless inventory management? What are the risks associated with AI-driven transactions, and how can retailers mitigate security and fraud concerns in agentic commerce? How can retailers balance the promise of agentic commerce with the need for ethical governance, transparency, and consumer trust? Data in this research report include: Projections for the global GenAI market size ($66.2 billion in 2026); Insights into the structural differences in agentic commerce ecosystems across the US and China; Comparative analysis of agentic shopping technologies like OpenAI’s ACP and Google’s UCP; Recommendations for building “agent-ready” product feeds; Strategic frameworks for integrating AI-driven commerce into existing retail operations. Companies mentioned in this report include: Amazon, Google, Walmart, OpenAI, Target, Shopify, Etsy, PayPal, Stripe, Alibaba. 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 DiveHigher-Income Consumers’ Sentiment Improves; Consumers Cutting Back More on Dining and Travel: US Consumer Survey Insights Aditya Kaushik, Analyst Sector Lead: Philip Moore, Global Head of Data and Managing Director of Market Research June 9, 2026 Reasons to ReadDiscover how US consumers are reacting to shifting economic conditions, Iran conflict and inflation pressures. Read this report to discover answer to these questions: How is consumer sentiment diverging across income groups—and what does this mean for premium versus value retail performance? How are higher gasoline prices impacting consumer budgets and driving spending cutbacks? Which categories are seeing the greatest reductions in spending—and what does this signal for discretionary vs. essential retail? Data in this research report include: Consumer sentiment by income and time; impact of gasoline prices on spending behavio; 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
Insight ReportFIFA World Cup 2026: Viewing and Social Occasions To Drive US Consumer Spending in Retail and Services Sophie Anne Luo, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research June 9, 2026 Reasons to ReadUnderstand how the 2026 FIFA World Cup may influence US consumer spending and engagement. Explore which categories consumers are most likely to spend on during the tournament. Learn how World Cup-related spending may reflect discretionary reallocation rather than broad-based retail demand growth. Examine the role of experiential and viewing-oriented spending in shaping tournament-related consumer behavior. Data in this research report are: Expected consumer engagement with the 2026 FIFA World Cup through viewing and in-person attendance Planned World Cup-related purchases and anticipated spending categories Expected consumer spending ranges related to the tournament Categories consumers expect to reduce spending on to fund World Cup-related purchases Consumer participation and spending expectations 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 DiveAgentic Commerce: Long-Term Impacts of Four Scenarios Under the IMPACT Framework Charlie Poon, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research June 8, 2026 Reasons to ReadAgentic commerce is transforming how consumers shop, how retailers engage with customers, and how workforces will evolve in the age of artificial intelligence. This report outlines the four key stages of agentic commerce, from AI-assisted discovery to autonomous agent-to-agent retail, and explores the profound implications for retailers, consumers, and society. Artificial intelligence is driving this transformation at a rapid pace, and understanding these shifts is crucial for all stakeholders in the retail and consumer industries. Our analysis leverages the IMPACT framework to bring structure to these changes, breaking the evolution of agentic commerce into key pillars: Investment and Infrastructure, Models, Policies and Regulations, Applications, Consumers and Retail Markets, and Transformations. Read this report to discover answers to these and other questions: How will AI-powered shopper agents impact traditional consumer purchasing behaviors? What are the long-term opportunities and challenges for retailers in adapting to AI-driven discovery and in-engine transactions? How will agent-to-agent communication in retail evolve, and what does this mean for competition and market power? What will happen to the workforce as AI replaces routine jobs and creates new roles in governance, model training, and ethical AI? Data in this research report include: Market projections for agentic commerce, AI-driven product discovery trends, evolving consumer expectations, autonomous agent adoption, and shifts in the workforce due to AI automation. Companies mentioned in this report include: Amazon, Google, Walmart. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Analyst CornerAnalyst Corner: Value, Vintage and Luxury Drive US Fashion Resale Momentum, with Aditya Kaushik Aditya Kaushik, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research June 7, 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 US Fashion Resale: Value, Vintage and Luxury Drive Momentum Discover the growth and challenges of the US fashion resale market, with insights into consumer behavior, digital platforms and luxury resale trends. Other relevant research: All Analyst Corners This document was generated for
