Reasons to Read

Discover what’s fueling the next structural growth phase of US online grocery—and who stands to win as digital becomes a default shopping channel.

Read this report to understand:

  • What is driving online grocery growth?
  • Who is driving demand?
  • Why is growth accelerating?
  • Fresh and perishable adoption: unlocking high-frequency category growth
  • Technology advancements and AI adoption: elevating the online grocery experience

Companies mentioned in this report include: Ahold Delhaize, Albertsons, Aldi, Amazon, DoorDash, Instacart, Kroger, Lidl, OpenAI, Salesforce, Target, Uber and Walmart.

Data in this report include: year-over-year growth in US food and beverage e-commerce versus total CPG sales; online grocery penetration by age and household income; barriers to online grocery adoption; usage of retailer subscription program features; online purchase rates of fresh and perishable categories.

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Reasons to Read

Discover how Target is positioning itself for growth in 2026 and beyond, with a detailed strategy to transform its stores, technology and customer experience. Learn what steps the retail giant is taking to revitalize its business, enhance its offerings and accelerate earnings growth.

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

  • What strategic priorities is Target focusing on for future growth?
  • How is Target redefining its stores and in-store experience to drive sales?
  • What role does personalization and loyalty play in Target’s growth strategy?
  • How is Target transforming key categories like home, apparel and beauty?
  • What technology innovations are Target investing in to improve demand forecasting and customer engagement?

Companies mentioned in this report include: Target (NYSE: TGT).

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Reasons to Read

Discover insights into the shifting retail landscape and upcoming trends with the 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 openings?
  • Which retailers are expanding their presence with the newest store openings in 2026?
  • How does the retail bankruptcy landscape look for 2026 compared to 2025?

Companies mentioned in this report include: Adidas, Allbirds, Alo Yoga, Anta, Boggi Milano, Boot Barn, Buc-ee’s, Costco Wholesale, Daiso, Eddie Bauer, Five Below, Floor & Decor, Garage, Guess?, H & M Hennes & Mauritz AB, IKEA, Kiokii and…, Lidl, LVMH, Natural Grocers, Reformation, Rouses Markets, Royal Farms, Saks Global, Save A Lot, Sézane, Sheetz, Skims, Sprouts Farmers Market, The Brand House Collective, The Card Vault, The Fresh Market, The Home Depot, The Vitamin Shoppe, Trader Joe’s, Wawa, 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

Discover how US consumers are reacting to shifting economic conditions, inflation pressures and tariffs in the new year.

Read this report to discover answer to this question:

  • How is consumer sentiment diverging across income groups—and what does this mean for premium versus value retail performance?

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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Reasons to Read

Understand how Canada’s retail footprint has been shifting—with exclusive, retailer-level store opening and closure data.

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

  • How many store closures and openings have we identified in Canada for calendar 2025—and how do these totals compare with our previous report?
  • Which retailers are leading the additional store closures and openings identified since our last update?
  • Which retailers rank among the top for total store closures?
  • Which retailers rank among the top for total store openings?

Companies mentioned in this report include: Toys“R”Us, Claire’s, Hudson’s Bay Company, Peavey Mart, Loblaw Companies Limited, Dollarama, Best Buy, Dollar Tree, Uniqlo, Sephora, Metro Inc., Sobeys, The TJX Companies, Walmart and many more.

Data in this report include: Canada store closure and opening counts by calendar year and year to date; major retailer store closures ranked by total closures; major retailer store openings ranked by total openings; tabulated retailer-level confirmed and planned store openings and closures.

Other relevant research:

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Reasons to Read

Discover the key factors driving the growth of online grocery sales in the US. Learn how evolving consumer behavior, innovative delivery services and the rise of digital shopping experiences are shaping the future of grocery retail.

Reasons to Read This Report:

  • What are the primary factors driving online grocery growth?
  • How have consumer behaviors shifted, and who is driving demand?
  • What role do delivery innovations and membership programs play in reducing barriers to adoption?
  • How are online grocery services enhancing the customer experience with faster fulfillment options and personalization?
  • What trends should retailers watch to stay competitive in the evolving digital grocery space?

Data in this Research Report Include: Online grocery sales growth in 2025, consumer demographic trends and demand drivers.

Companies Mentioned in this Report Include: Kroger, Circana.

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Reasons to Read

Discover 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: B&Q, Claire’s, Community Shop, Hip, Home Bargains, Iceland, Marks & Spencer full-line stores, Matiere Premiere, Oseyo, Poundstretcher, Savers, Schuh, Tapi Carpets & Floors, The Food Warehouse, Weekend Offender.

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:

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Reasons to Read

Uncover 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: Boggi Milano, Costco Wholesale, Daiso, Floor & Decor, Save A Lot, Sephora, Sheetz, Sprouts Farmers Market, The Home Depot, Wawa, WHSmith.

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

Understand how the Supreme Court ruling on tariffs is impacting consumer sentiment in 2026.

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

  • How many US consumers are aware of the Supreme Court ruling on tariffs and what are their reactions?
  • How do younger, higher-income consumers respond to the ruling compared to older, lower-income groups?
  • What is the relationship between income levels and satisfaction with the ruling?
  • How is consumer sentiment expected to evolve in the coming weeks, considering ongoing tariff-related debates?

Data in this research report include: Share of US consumers aware of the Supreme Court ruling; demographic breakdowns of reactions to the ruling by income and age.

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

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Reasons to Read

We are excited to present the latest edition of the Coresight 100, a curated list highlighting 100 of the most impactful and influential retailers and brand owners shaping the global retail landscape.

The Coresight 100 serves as a cornerstone of our annual research strategy, identifying key sectors and companies that align with our analytical expertise and research priorities.

This report outlines our selection methodology, highlights what is new in the 2026 Coresight 100, and provides a detailed breakdown of the list by sector and geography.

Other relevant research:

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Reasons to Read

Gain insights into early expectations for the 2026 holiday season and understand key factors influencing consumer spending trends.

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

  • How is total retail sales growth projected to perform in 4Q26?
  • What factors are driving consumer spending optimism, especially among higher-income households?
  • What potential impacts could the 2026 midterm elections have on consumer sentiment and retail spending?

Companies mentioned in this report include: Burlington Stores, Levi Strauss & Co., Lowe’s Companies, Macy’s, Ross Stores, Shein, The Home Depot, The TJX Companies, Temu

Data in this report include: Retail sales projections for 4Q26; Consumer spending expectations across income groups; Impact of tax refunds, interest rates, and elections on consumer confidence

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Reasons to Read

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

In this infographic, we present a timeline of tariff-related developments by the US and other nations. We also offer highlights from our proprietary survey findings on US consumers’ sentiment and their perceptions of the impacts of tariffs.

Bookmark this page! We first published this infographic on April 4, 2025, and will continue to update its content as developments unfold. The latest update was made on February 24, 2026.

Data in this research report include proprietary US consumer survey findings on:

  • Expectations for the economy over the next 12 months (economic sentiment)
  • Expectations for personal finances over the next 12 months (financial sentiment)
  • Perceptions of tariffs—impacts on their personal finances and the economy; greatest concern around tariffs; top benefit of tariffs

Other relevant research:

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Reasons to Read

Discover the leading companies that are utilizing advanced AI to revolutionize retail operations and consumer experiences.

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

  • Which companies are pioneering the use of advanced AI solutions across retail functions?
  • How are AI-powered tools improving product discovery, personalization, and customer service in retail?
  • What are the key trends shaping the future of AI in retail today?
  • How is agentic commerce transforming consumer product discovery and decision-making?
  • In what ways is AI driving the shift from traditional search to searchless, AI-mediated shopping experiences?

Companies mentioned in this report include: Walmart, Target, Estée Lauder, Ada, Auxia, Competera, Dynamic Pricing AI, and many more.

Other relevant research:

  • All our Retail-Tech Landscapes spotlighting innovators that are disrupting the retail industry
  • Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology.
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