Reasons to Read

Discover the latest trends in store openings and closures across major US retailers and the broader retail landscape for 2026.

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

  • What are the key store closures and openings announced by Amazon Fresh, Amazon Go, and Whole Foods Market?
  • How many stores has Costco Wholesale opened, and what are the latest updates on CVS Health’s closures?
  • How have H-E-B and Moleskine contributed to the growth of US retail through new store openings?
  • What are the notable retail bankruptcies and how do they affect the industry landscape?

Companies mentioned in this report include: Amazon Fresh, Amazon Go, Costco Wholesale, CVS Health, Harbor Freight Tools, H-E-B, Moleskine, Raley’s, The Container Store, Whole Foods 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.

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Reasons to Read

Discover how the retail industry is leveraging cutting-edge technologies to drive transformation and enhance the customer experience, with insights from the CES 2025 Retail Track.

Read this report to uncover answers to these and other questions from CES 2026:

  • How is AI adoption reshaping the retail landscape and what are the key ROI successes being seen?
  • Why is search technology evolving with GenAI and Agentic Commerce, and how does this change the way consumers interact with brands?
  • How are retailers using loyalty programs, personalization, and AI tools to create compelling and trust-based experiences?
  • In what ways are 5G wireless and agentic AI technologies helping retailers optimize operations and improve product availability?
  • How are social media platforms continuing to influence purchasing behavior and what strategies are early adopters using to capitalize on this shift?

Data in this research report include: Data on AI adoption, recent retail ROI announcements, recent Chief AI officer appointments, AI’s contribution to GDP and several Coresight Research Surveys.

Companies mentioned in this report include: Amazon, Dick’s, Intel, Lowe’s, Lululemon, LVMH, Microsoft, Ralph Lauren, Tapestry, Target, The Gap, The Home Depot, The Estée Lauder Company, The Kroger Company, Under Armour, and Walmart.

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Reasons to Read

Discover why 2026 will bring steady but uneven progress for the US consumer—and what that means for retail strategy and growth.

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

  • Why will the US consumer economy remain bifurcated in 2026, rather than seeing a broad-based recovery?
  • How will inflation, interest rates and policy changes continue to pressure lower-income households into 2027?
  • To what extent will higher-income consumers, asset prices and the “wealth effect” drive discretionary retail growth?
  • How will housing-market dynamics and mortgage rates shape demand in categories such as home improvement?
  • What structural competitors—such as GLP-1 drugs—and behavioral shifts will continue to divert consumer spending?

Companies mentioned in this report include: Home Depot, Lowe’s, Walmart, Kroger, Uber Eats, Uber, Postmates, Burlington Stores, Ross Stores, The TJX Companies, Temu and Shein.

Data in this report include: US macroeconomic growth, inflation and interest-rate forecasts; housing-market and stock-market outlooks; migration and inbound travel trends; GLP-1 drug spending projections; and consumer sentiment by income group.

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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:

  • 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:  

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Reasons to Read

Amazon has announced plans to close its Amazon Fresh (57 stores) and Amazon Go (15 stores) grocery chains in the US, with some conversions to Whole Foods Market stores. Discover the strategic shift at Amazon and its impact on the grocery retail landscape.

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

  • What led Amazon to close its Amazon Fresh and Amazon Go stores?
  • What is Amazon’s grocery market share?
  • Why is Whole Foods Market positioned as Amazon’s future bet in grocery retail?
  • What is the potential impact of these closures on Amazon’s long-term market position?
  • How do Amazon’s physical store closures affect its broader grocery strategy?

Companies mentioned in this report include: Amazon, Whole Foods Market, Aldi, Trader Joe’s, Costco.

Data in this report include: Store traffic trends; US grocery market share estimates; Store distribution by state.

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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 US. We review calendar 2025, breaking the counts down by sector, as well as presenting our projections for 2026. We also provide estimated square-footage impacts, location types (on-mall versus off-mall) and openings/closures as a proportion of retailers’ store bases.

Data in this report are:

  • US store closure and openings count 2019-2026E
  • Major announced US store closures and openings, 2026
  • US store closures and openings by sector, 2025
  • Breakdown of US store closures in the drugstores chain by retailer, 2025
  • Breakdown of US store openings in the discount-store sector by retailer, 2025
  • Details of announced US store closures and openings for 2025, by retailer—total closures, closures as a proportion of store base, total size (square footage) of estimated closures, predominant location type

Companies mentioned in this report include:  Abercrombie & Fitch Co., Albertsons Companies, Alimentation Couche-Tard Inc., Amazon.com, Inc., American Eagle Outfitters, Inc., Aritzia, Bath & Body Works, Inc., Best Buy Co., Inc., BJ’s Wholesale Club Holdings, Inc., Burlington Stores, Casey’s, Costco Wholesale, Crocs, CVS Health, Dick’s Sporting Goods, Inc., Dollar General, Dollar Tree, Five Below, Floor & Decor, H & M Hennes & Mauritz AB, Kohl’s, Koninklijke Ahold Delhaize N.V., Lowe’s Companies, Lululemon Athletica Inc, Macy’s, Inc., Ross Stores, Sprouts Farmers Market, Inc, Tapestry, Inc, Target, The Home Depot, The Kroger Co., The TJX Companies, Inc., Tractor Supply Company, Ulta Beauty, Urban Outfitters, Walmart, Williams-Sonoma.

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

Discover how retailers can defend and grow margins in 2026 despite uneven sales growth and a volatile consumer backdrop.

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

  • What macroeconomic, consumer and industry conditions will shape retail performance in 2026—and where do opportunities still exist despite ongoing volatility?
  • How can retailers drive margin expansion through store evolution, advanced technology (including agentic AI), intelligent inventory management and nonretail revenue streams such as retail media and retail-as-a-service?

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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 department store 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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Reasons to Read

Read this report to discover:

  • Blinkit’s positioning in India’s quick commerce market
  • Blinkit’s critical operational and financial metrics, including NOV growth and gross profit
  • Blinkit’s store expansion plans
  • Blinkit CEO Albinder Dhindsa’s take on 3Q26 performance

Other relevant research:

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Reasons to Read

Our Premium Subscriber Call covered the latest insights on agentic commerce developments, including learnings from CES 2026 and NRF 2026: Retail’s Big Show. In this analyst video, discover agentic AI insights from our team: Managing Director of Technology Research John Harmon; Vice President – Advisory Anna Beller; and Strategy Consultant Jiayue Zhao.

Premium subscribers can access the full analyst video here.

Other relevant research:

  • Discover our agentic commerce reports here.
  • Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology.
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Reasons to Read

Discover the five forces set to redefine global retail in 2026—from fragmented consumer resilience and agentic AI adoption to experiential retail, supply chain agility, and the rise of retail media as a core profit engine.

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

  • How are retailers across the US, the UK, India, and China adapting to uneven economic conditions and increasingly value-conscious consumers while sustaining growth?
  • Why is agentic AI becoming a baseline capability in retail, and how are leading players using it to drive conversion, automate operations, and improve decision-making at scale?
  • In what ways are physical stores evolving into experiential, technology-enabled environments—and how does this shift differ across mature and emerging markets?
  • Why is supply chain agility emerging as a critical competitive differentiator, and how are global retailers investing in AI, automation, and localized fulfillment to stay ahead?
  • How are retail media and data monetization reshaping retailer economics, and which regions are moving fastest to unlock high-margin, asset-light growth?

Companies mentioned in this report include: Alibaba Group, Amazon, DMart (Avenue Supermarts), Estée Lauder, Flipkart, JD.com, John Lewis Partnership, Reliance Retail, Sainsbury’s, Selfridges Group, Target, Tesco, Walmart and Zara (Inditex).

Data in this report include: Global and regional retail sales forecasts and YoY growth; consumer spending and inflation trends across major markets; adoption and impact of agentic AI in retail operations; experiential retail performance indicators; supply chain investment and automation trends; and retail media market size, growth rates, and monetization models across regions.

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Keep updated on the latest trends in the UK retail sector, where the number of new store openings is outpacing closures in 2026.

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

  • Which retailers did we track store openings and closures for this week?
  • How do store openings and closures in 2026 compare to 2025?
  • Which retailers lead UK store openings and closures so far in 2026?

Companies mentioned in this report include: Asda, Co-op, Deichmann, Dunelm, Farmfoods, Footasylum, Free People, Home Bargains, JD Sports, Jollyes, New Look, Pop Mart, Pull&Bear, Rituals, Savers, Skechers, Smiggle, Søstrene Grene, Stradivarius, Superdrug and Under Armour.

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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Reasons to Read

Discover which retailers are contributing to the surge in US store openings in 2026, and which ones continue to close stores.

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

  • Which retailers have been at the forefront of the most-recent store openings and closures?
  • How do trends in store closures and openings in 2026 compare to those in 2025?
  • How are retail bankruptcies tracking in 2026 versus 2025?

Companies mentioned in this report include: Daiso, Ernesta, H Mart, H-E-B, Miniso, Pop Mart, Revolve, Save A Lot, Toni Pons, Vevor, Walmart.

Data in this report include: weekly totals of US store closures and openings for 2026 and 2025; retailer-level breakdowns of announced versus confirmed closures/openings; total store counts by retailer; total US retail bankruptcies year to date.

Other relevant research:

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Reasons to Read

Unlock the future of retail with the latest insights into how advanced network connectivity is revolutionizing store operations. AI-driven, connected, and autonomous retail environments are no longer just a vision—they’re a reality, and this data graphic will show you how to stay ahead. Discover how weak or outdated networks are holding back your sales, profitability, and customer experience, and why upgrading to cutting-edge technologies like 5G SA can unlock the next level of performance.

Below are the key reasons to read this research:

  • See how network connectivity challenges (like high latency and insufficient bandwidth) are directly impacting your core business functions—inventory management, retail media, and even customer management.
  • Get the scoop on why 5G SA (Standalone), though still underutilized, is the key to scalable AI applications, unified shopper experiences, and boosted staff productivity.
  • Discover why investing in strong network connectivity is the foundation for ensuring technologies perform at peak efficiency and drive fast return on investment.
  • Understand how a modernized network will strengthen your ability to gather critical insights, streamline inventory, dynamic pricing, and enhance the customer journey.

This data graphic and the full report are made available to non-subscribers of Coresight Research through their sponsorship by T-Mobile.

Read the full free report: Powering Next-Gen Retail Stores with Advanced Network Connectivity

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Reasons to Read

Understand how resilient retail sales are shaping up amid uncertainty around tariffs, inflation and consumer sentiment. Discover proprietary, ML-driven retail sales growth projections for 2026.

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

  • What retail sales growth is forecasted through the 2026, and what are the key drivers behind the projections?
  • How is the labor market, particularly labor force participation, influencing retail demand?
  • In what ways are shifts in disposable income, savings and consumer sentiment impacting spending?
  • What are the key upside and downside scenarios shaping the retail sector outlook for the holiday season?

Data in this report include: US retail sales forecasts; model-predicted vs. actual retail growth; labor force, wage, and inflation metrics; consumer sentiment and disposable income trends; housing market data.

Alongside this report, you can access the data behind key charts and tables in the Excel download above.

Other relevant research:

  • Coresight Research’s monthly reports keep you up to date on retail sales (in total and by sector) and key consumer indicators in the US.
  • All our coverage of tariffs
  • The US Retail Sales Databank features retail sales values and year-over-year growth, in total and by sector, by year and by month. This Databank is updated monthly.
  • The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. Our Weekly US Consumer Sentiment infographic series complements our survey reports with selected findings on consumers’ financial and economic expectations each week.
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