Reasons to Read

Discover key insights into the latest US retail inflation trends and their impact on consumer spending in 2026.

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

  • What is Coresight Research’s estimate of retail-specific inflation, and how has that changed?
  • How is inflation specifically impacting retail categories like general merchandise and apparel?
  • What is driving the acceleration in retail inflation, and why is it expected to rise in early 2026?
  • What are the expectations for inflation in 2026, and how will this affect consumer behavior and discretionary retail spending?

Data in this report include: Retail-specific inflation, Consumer Price Index trends for key retail categories, consumer data.

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Reasons to Read

Understand the latest impacts of US tariff policies on retail, investments and consumer sentiment.

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

  • How does the US Supreme Court ruling on tariffs influence future trade policy and retail sourcing decisions?
  • What potential outcomes are there for tariff reversals or refunds, and how might that benefit retailers?
  • How have retailers been impacted by the current tariff rates, and how are they adapting to the changes?
  • How might the tariff uncertainty affect retailers’ holiday season planning and manufacturing orders?
  • What are the broader economic implications of the US government’s tariff revenue, and how does it shape future fiscal policies?
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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: Coop, Coach, HMV, Läderach, Longchamp, Lovisa, lululemon athletica, Matalan, Michael Kors, Pop Mart, Poundstretcher, Rituals, Shoe Zone, Sofa.com, Tapi Carpets & Floors, T.M.Lewin, The Original Factory Shop, The White Company, Waterstones.

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: Alo Yoga, Aritzia, Crocs, IKEA, Kiokii and…, Lidl, Rouses Markets, Royal Farms, The Fresh Market, Toys“R”Us, Trader Joe’s.

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

Gain valuable insights into the US retail sector’s performance and future outlook with this comprehensive Retail Sales Outlook report. Read this report to discover answers to these and other questions

  • What is the 2026 growth outlook for the US retail sector, and which key indicators are driving it?
  • How will consumer sentiment, wage growth, and interest rates impact retail sales in the coming months?
  • How are retail sales projections evolving for January and February 2026, and what are the key factors influencing them?
  • What macroeconomic forces—including labor market trends, inflation, and shifting consumer spending patterns—are affecting the retail sector’s short-term performance?

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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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

Discover the latest trends in retail crime, shrink and loss prevention technologies driving industry change, in our quarterly Retail Crime and Shrink report.

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

  • How are self-checkout regulations evolving in the US and affecting retailers?
  • What impact has organized retail crime (ORC) had on law enforcement and retailer strategies?
  • How are emerging technologies, like computer vision and AI, improving loss prevention?
  • Which US retailers are seeing positive results from shrink reduction efforts, and what’s driving these gains?

Companies mentioned in this report include: Academy Sports + Outdoors, Ahold Delhaize, Dollar General, Five Below, Ulta Beauty, Tesco, Walgreens, Walmart and others.

Data in this report include: Shrink levels across various retailers, shoplifting offenses in the UK and survey data on self-checkout theft behaviors.

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Reasons to Read

Discover how world models and physical AI are redefining retail automation from reactive workflows to fully autonomous, adaptive operations.

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

  • How can world models turn retail supply chains from reactive to proactive?
  • How does physical AI unlock robotics to become adaptive with embodied agents?
  • What does full-stack physical AI mean for a fully autonomous supply chain and in-store experience?
  • How is physical AI transforming in-store experience and dynamic merchandising through shelf intelligence and customer insights?

Other relevant research:

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

Coresight Research presented at CMA|SIMA Elevate 2026. In this presentation, explore how agentic AI is transforming retail by enabling autonomous shopping agents that collapse the funnel, reduce decision friction and power seamless, context-aware purchasing journeys.

In this presentation, we provide insights into agentic commerce, including for the CPG and grocery retail sectors. Understand what’s happening, what’s next and our ROI framework for agentic commerce.

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

Discover how European retailers are leading the charge in retail-as-a-service (RaaS) and what this means for the future of retail growth.

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

  • How are Europe’s largest retailers leveraging RaaS to gain a competitive advantage?
  • What are the key RaaS offerings driving revenue growth in European retail?
  • Which companies are currently leading the European RaaS market, and what are their strategies?
  • How is Zalando’s B2B business performing compared to its B2C sector?
  • What are the major trends and challenges in monetizing intellectual property for RaaS?

Companies mentioned in this report include: Ingenuity, Marks & Spencer, Next, Ocado, Tesco and Zalando.

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Reasons to Read

In December 2025, US retail sales (excluding gasoline and automobile sales) increased by 4.3%, marking a strong conclusion to the holiday quarter. Using data from the US Census Bureau, we analyze US retail sales in December 2025, in total and by sector.

Data in this research report are:

  • Year-over-year changes in US total retail sales (excluding gasoline and automobiles), December 2024–December 2025
  • Year-over-year changes in retail sales by sector, November and December 2025
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Reasons to Read

Retailers possess valuable franchises that can be monetized to increase revenues, boost competitiveness, resilience and benefit stakeholders.

John Harmon, Managing Director of Technology Research, examines insights from our recent Playbook on alternative revenue models, with a focused analysis on three revenue streams:

  • Retail Media Networks
    How leading retailers are generating significant revenues from the brands they sell through sophisticated advertising platforms and partnerships.
  • Data Sales and Licensing
    The strategic monetization of aggregated data that enables other industries to enhance business decision-making and operational intelligence.
  • Retail-as-a-Service
    Infrastructure offerings such as shipping and logistics services being extended to other retailers, creating new revenue channels from existing operational capabilities.
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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:

  • What are the latest trends in UK store closures and openings for 2026?
  • Which retailers are leading the way with store openings?
  • Which retailers have entered into administration?
  • How are major UK retailers, including Tesco, Superdrug and WHSmith, expanding in 2026?

Companies mentioned in this report include: AllSaints, HOFF, LK Bennett, Lucy & Yak, Maksu, Matalan, Pandora, Pavers, Quiz, Søstrene Grene, Superdrug, Tesco, The Original Factory Shop, The TJX Companies, Inc. and WHSmith

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

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 have major bankruptcy filings, such as Eddie Bauer’s, impacted the retail closures?
  • How do store closures and openings compare between 2025 and 2026 in key retail sectors?

Companies mentioned in this report include: Boot Barn Holdings, Inc., Buc-ee’s, Eddie Bauer, Five Below, Inc., Garage, Guess Jeans, IKEA, Murphy USA Inc., Natural Grocers by Vitamin Cottage, Inc., Reformation, Saks Global, Sézane, SKIMS, Tapestry, Inc., and The Card Vault.

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

Israel’s retail-tech ecosystem comprises innovative companies offering solutions for wide-ranging applications, from supply chain logistics to the in-store consumer experience.

This Retail-Tech Landscape presents 152 startups in Israel that provide technologies through the retail value chain, curated by Coresight Research and the Retail Innovation Club.

The landscape covers the following categories:

  • Business intelligence—analytics
  • Logistics
  • In-store technology
  • Online shopping

Other relevant research:

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