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 compare to the same period in 2025?
  • What are the leading companies driving retail space closures and their impacts?
  • Which retailers are expanding their presence with the most new store openings in 2026?
  • How does the retail bankruptcy landscape look for 2026 compared to 2025?

Companies mentioned in this report include: Abercrombie & Fitch Co., Academy Sports and Outdoors, Aerie, Aldi, Amazon.com, Inc., American Signature, Inc., Aritzia, Barnes & Noble, Bass Pro Shops, BJ’s Wholesale Club, Boot Barn, Buc-ee’s, Burlington Stores, Carter’s, Inc., Casey’s, Costco Wholesale, CVS Health, Destination XL Group, Dillard’s, Dollar General, Dollar Tree, Ernesta, Five Below, Francesca’s, GameStop, Guess?, H Mart, H & M Hennes & Mauritz AB, Harbor Freight Tools, Havertys, H-E-B, Hermès, IKEA, Jack & Jones, JCPenney, J.Jill, JD Sports plc, La Sportiva, L.L.Bean, Lowe’s, Macy’s, Inc., Miniso, Moleskine, Natural Grocers, NEXT plc, Nordstrom, Inc., Ocean State Job Lot, Ollie’s Bargain Outlet, PacSun, Piggly Wiggly, Pop Mart, Raley’s, REI, Revolve, Saks Off 5th, Salomon, Save A Lot, Scheels, SKIN1004, Snow Peak, Target, The Buckle, The Container Store, The Kroger Co., The TJX Companies, Inc., Tilly’s, Toni Pons, Torrid, Tractor Supply Company, Ulta Beauty, Uniqlo, Urban Outfitters, Inc., Vallarta Supermarkets, Vessi, Victoria’s Secret, Walgreens Co., Walmart, Wayfair Inc., WHSmith.

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

The Store Tracker Extra monthly series offers additional insight into retailers’ store closure and opening announcements.

In this report, we provide our yearly review of store closures and openings in the UK. We review calendar 2025, breaking the counts down by sector, as well as present our projections for 2026.

Data in this report are:

  • Will UK retailers open more stores than they close in 2026?
  • How did store openings and closures trend across the UK retail sector in 2025?
  • Which retail sectors led store closures in 2025, and which drove new openings?
  • Which retailers were the biggest contributors to store closures and expansions?

Companies mentioned in this report include:  Abercrombie & Fitch Co., Amazon, Animal, Bath & Body Works, Birkenstock, Crocs, H & M Hennes & Mauritz AB, JD Sports Fashion Plc, Levi’s , Lululemon Athletica , Marks & Spencer , Next plc , Nike , Puma, Ralph Lauren , Sephora, Tesco PLC , The TJX Companies, Timberland, Uniqlo, Urban Outfitters, Whole Foods Market, and Zara.

Other relevant research:

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Reasons to Read

Our Sector Focus data graphics feature the latest survey findings on US retail sectors and categories. Dive into the US beauty sector in this graphic.

Head to our US Consumer Survey Insights Databank for the full selection of data from our quarterly sector surveys.

Find our full selection of US Consumer Survey Insights reports and data graphics here.

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The Coresight Research monthly US Consumer Survey Insights series offers a more detailed or specific take on trends and data from our weekly surveys of US consumers. This month, we continue our quarterly Seasonal Shopping series.

The appendix of this report provides results on consumers’ shopping behaviors from our weekly survey questions aggregated in four-week increments over the past few months.

Discover how US consumers are expected to spend on Valentine’s Day and President’s Day and the holiday season 2026.

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

  • What are consumers’ spending expectations for calendar events in the first quarter of 2026 (1Q26): Valentine’s Day and Presidents’ Day.
  • The preview of the end-of-year holiday season with an early outlook on shoppers’ spending plans and preferences.

Data in this research report include: Consumer spending expectations for Valentine’s Day and Presidents’ Day, consumers’ spending expectations for the 2026 holiday season and monthly retailer and category-level shopping data.

Companies mentioned in this research report include: Amazon, Publix, Target, Walmart

Other relevant research:  

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Uncover the evolving dynamics of consumer behavior and retail trends during Chinese New Year 2026.

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

  • How will the longer CNY 2026 holiday impact consumer spending patterns?
  • What is driving higher travel demand during CNY 2026 and how will it influence destination markets?
  • How is instant commerce changing the retail landscape during the holiday season?
  • What are the implications of the rise in experience-driven consumption for brands and retailers?
  • How does the longer, more flexible holiday period reshape the traditional CNY retail cycle?

Data in this research report include/are: China total retail sales projections through 2029; travel demand trends for CNY 2026 showing growth in both domestic and outbound bookings; instant retail market growth through 2026; experience-driven consumption trends; and shifts in consumer behavior towards emotional fulfillment and culturally enriched products.

Companies mentioned in this report include/are: Umetrip, Qunar, IKEA, Dingdong Fresh.

Other relevant research:

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The 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 January 26, 2026. We spotlight developments in consumer sentiment on the economic and financial outlooks.

Read this report to discover answers to these key questions:

  • How has consumer sentiment in China evolved in January, and what does the slight uptick in economic optimism suggest about consumer outlook for 2026?
  • How are consumers’ financial expectations shaping their purchasing behaviors and budgeting strategies?
  • What impact has early 2026 optimism had on consumer confidence, and what can retailers expect as they plan for the year ahead?

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:

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Explore how AI is reshaping retail at the AI Playbook: Content & Cocktails event at NRF 2026, with key insights into the future of agentic commerce and its transformative potential. This report provides answers to critical questions such as:

  • How can retailers implement AI in layers, starting with foundational improvements like forecasting and replenishment before moving to more complex applications like hyper-personalization and autonomous decision-making?
  • What organizational and cultural shifts are necessary to successfully scale AI initiatives, and how do these changes drive measurable business outcomes, such as reducing returns by 10% without even using AI?
  • How are leading brands and retailers like Nike, Tesco, and Dollar General leveraging AI to improve operations, enhance customer experiences, and optimize inventory management across channels?
  • What challenges are retailers facing when transitioning from traditional e-commerce to AI-driven, agent-first commerce models, and how can they optimize product discoverability for AI agents rather than search engines?
  • How does AI amplify human expertise in physical stores, transforming them into service hubs rather than just transactional spaces, and why is customer experience more important than margin protection in building long-term loyalty?

Data in this research report include: Insights from leading retail executives, case studies of AI adoption in retail, and practical recommendations for overcoming organizational and technological barriers to successful AI deployment.

Companies mentioned in this report include: Alvanon, Bridgestone, Dollar General, Nike, PacSun, Tesco and Ubi.

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Discover 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:

  • What are the latest shifts in consumer sentiment towards personal finances and the economy?
  • Which income groups are driving those changes?
  • What categories are consumers buying and where are they shopping?

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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Discover how GLP-1 medications are reshaping US consumer behavior—and what leading retailers must do to respond.

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

  • How are GLP-1 users changing what—and how—they buy across grocery, wellness and apparel categories?
  • Why are private-label brands uniquely positioned to capture growth from GLP-1 consumer behavior shifts?
  • What sizing, inventory and service strategies should apparel retailers adopt as body-size volatility rises?
  • How can pharmacies evolve from transactional hubs to loyalty-driving wellness centers for GLP-1 users?
  • In what ways can retailers reinvent in-store foodservice to meet demand for protein-rich, portion-controlled meals?

Companies mentioned in this report include: Amazon, ASOS, Conagra Brands, CVS Caremark, Danone, Eli Lilly, Destination XL Group, Gap Inc./Old Navy, Kroger, Marks & Spencer, Nestlé, Novo Nordisk, PepsiCo, Reformation, Target and Walmart.

Data in this report include: GLP-1 market size and growth projections; grocery basket value and item changes among GLP-1 users; consumer lifestyle and dietary shifts; apparel size transitions and preferred services; pharmacy support preferences; and evolving foodservice consumption patterns.

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This report explores the game-changing impact of Google’s Universal Commerce Protocol (UCP), an open standard designed to transform the shopping journey by enabling multi-agent commerce. UCP unifies various shopping experiences across discovery, negotiation, purchase and post-purchase processes, empowering retailers to seamlessly integrate with AI agents across multiple platforms.

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

  • How does UCP compare to OpenAI’s Agentic Commerce Protocol (ACP) and what does it mean for the future of agentic commerce?
  • What role will Google’s UCP play in reshaping the retail experience from product discovery to post-purchase support?
  • How can retailers integrate with UCP and gain visibility within Google Search and the Gemini app?
  • What are the key benefits of UCP for retailers, including better consumer engagement, reduced cart abandonment and smoother transactions?
  • How are major retailers like Walmart preparing for the multi-agent commerce revolution and what steps are they taking to stay competitive?

Data in this research report include/are: UCP integration steps, retailer participation details, market growth projections for agentic commerce and the future role of AI in retail transactions.

Companies mentioned in this report include/are: Google, Walmart, Best Buy, Target, PayPal, Shopify, Adyen and others.

Other relevant research:

  • Bullet point list of linked reports, databanks, landing pages (see below)
  • More reports in our Agentic Commerce series
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Discover how Alibaba’s Qwen is transforming conversational AI into agentic commerce, enabling end-to-end shopping, travel and payments across China’s largest digital ecosystem. Read this report to discover answers to these and other questions:

  • How is Qwen leveraging Alibaba’s vast e-commerce, payments and travel platforms to execute complex, multi-step consumer journeys within a single interface?
  • What does Qwen’s rapid scale to 100 million monthly active users reveal about product–market fit for AI-native super apps in China?
    How does Qwen’s agentic commerce capability compare with US initiatives such as ChatGPT’s Agentic Commerce Protocol and Google’s Universal Commerce Protocol?
  • What are the implications of Qwen’s rise for incumbents like WeChat, Doubao and DeepSeek as they race to embed AI and protect engagement, data and monetization?
  • Which consumer use cases—such as ordering food, booking multi-city trips and managing daily tasks—are emerging as early winners for agentic AI in China?

Data in this research report include/are: User metrics for leading AI platforms (including Qwen, Doubao and DeepSeek); examples of agentic, multi-step workflows across commerce and travel; and qualitative insights from hands-on testing of Qwen’s capabilities and consumer use cases.

Companies mentioned in this report include/are: Alibaba, ByteDance, DeepSeek, Tencent / WeChat, OpenAI / ChatGPT, Google

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Reasons to Read

Discover the scale, sector mix and real estate implications of US store openings and closures in 2025—and what they signal for 2026.

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

  • How did US store closures and openings in 2025 compare with 2024 in terms of count, square footage and average store size?
  • Which retailers and sectors drove the highest levels of store closures and store openings in 2025?
  • How did closure and opening activity break down by sector, from drugstores and discount stores to apparel and grocery?
  • What role did location play—how much activity came from off-mall versus on-mall and mixed-location retailers?
  • What level of store closures and openings does Coresight Research project for 2026?

Companies mentioned in this report include: Family Dollar; Rite Aid; Dollar General.

Data in this report include: annual US store closure and opening counts; square footage closed and opened; inferred average store sizes; sector-level breakdowns of closures and openings; location-based analysis (on-mall vs. off-mall); and forward-looking 2026 projections.

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

The Coresight Research Weekly Consumer Survey provides vital insights into consumer behavior through ongoing research. The survey tracks US adult consumers weekly, focusing on purchasing habits, both food and non-food items, and how they engage with retailers online and offline. Key data points include consumer sentiment on finances, shopping preferences, and the impact of events like Black Friday and Valentine’s Day. By leveraging this weekly survey, Coresight delivers comprehensive consumer research, empowering businesses with up-to-date trends. The research covers various retail sectors, from grocery stores to e-commerce platforms, and offers valuable insights for understanding consumer decision-making. With almost five years of data, the survey includes interactive reports, downloadable data, and trend analyses, making it an invaluable resource for brands. Consumer insights are accessible via Coresight’s website, supporting data-driven strategies for industries aiming to understand consumer behavior.

  • In-depth Overview of Coresight Research’s Weekly Consumer Tracker: Gain a clear understanding of how Coresight’s weekly survey tracks US consumer behavior, including purchasing patterns, sentiment, and shopping habits. This survey has been ongoing for almost five years, providing valuable historical insights.
  • Learn About the Survey Methodology: Discover how the survey sample is selected, including how it’s designed to represent the US adult population and how it ensures reliable, actionable data with a margin of error of just +/- 2.5%.
  • Insights on Key Consumer Trends: Understand emerging trends in shopping behavior, such as the rise of AI-driven shopping and the impact of major shopping events (e.g., Black Friday, Prime Day). This section provides data on how holidays and special events influence consumer purchasing decisions.
  • Access to Consumer Data: Find out how to access and use Coresight’s rich dataset, including interactive graphs and downloadable reports to tailor insights to your specific business needs. The data spans across categories like apparel, beauty, and more.
  • Exciting New Developments: Get a sneak peek at upcoming products powered by AI and machine learning that will further enrich consumer tracking, such as predictive tools for sales projections and foot traffic analysis. These tools could be key for forecasting trends and making strategic decisions.
  • Expert Insight and Data Access: Hear directly from Philip Moore, Head of Market Research at Coresight, who shares nearly 40 years of expertise in the field, along with contact information for personalized support.

Other relevant research:  

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Reasons to Read

Coresight Research concludes our coverage of the 2025 holiday season in US retail. We explore proprietary consumer survey data, store-visit (traffic) data, earnings updates from major retailers and retail sales data from the US Census Bureau, providing you with the key takeaways you need to start 2026.

Data in this research report include: 

  • Proprietary survey data on consumers’ pre-holiday spending expectations and their reported, actual holiday spending
  • Survey data on what categories and retailers consumers shopped during the 2025 holiday season
  • Store traffic data for the holiday quarter by sector and retailer
  • US total retail sales excluding gasoline and automobiles, December 2024–December 2025
  • US retail sales by sector, October–December 2025

Companies mentioned in this research report include: Amazon, Big Lots, Burlington Stores, Costco, Dollar General, Dollar Tree, Five Below, The Home Depot, Kohl’s, Lululemon Athletica, Macy’s, Ross Stores, Sephora, Ulta, Target, The TJX Companies, Ulta Beauty, Walmart, Temu, eBay, Etsy, Abercrombie & Fitch, American Eagle Outfitters, Urban Outfitters

Other relevant research:

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Discover key insights into the latest retail movements across the UK in 2026, including store openings, closures, and the impact of major industry shifts.

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

  • What are the latest figures for store closures and openings in the UK for 2026 so far?
  • Which major retailers are facing significant store closures, and which are expanding?
  • How does the 2026 performance compare to the previous year’s retail landscape?
  • What trends are emerging in the UK retail sector regarding store openings and closures?
  • Which brands are seeing the most dramatic shifts in their physical retail presence?

Companies mentioned in this report include: B&Q, Cavani, Edikted, Hollister, Lucy & Yak, Lululemon, Malin+Goetz, Millets, Pop Mart, Russell & Bromley, Savers, Søstrene Grene, Superdrug, The Edinburgh Woollen Mill, Trespass.

Data in this report include: weekly totals of UK store closures and openings for 2026 and 2025; retailer-level breakdowns of announced versus confirmed closures/openings.

Other relevant research:

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