Insight ReportFebruary 2026 US Retail Sales: Weaker Core Performance and Divergent Sector Trends Prerana P Kotian, Data Analyst Sector Lead: Philip Moore, Head of Custom Research April 6, 2026 Reasons to ReadThis report offers a detailed analysis of US retail sales performance in February 2026, breaking down key trends by sector and providing insights into inflation trends affecting the market. Read this report to find answers to these questions: What were the year-over-year changes in total retail sales (excluding gasoline and automobiles) between February 2025 and February 2026? How did retail sales perform across different sectors in January 2026 and February 2026? What are the estimated retail-only inflation trends from September 2025 to February 2026? Other relevant research: Our monthly reports keep you up to date on retail sales (in total and by sector) and key consumer indicators in the US. Complementing our monthly reports, the Coresight Research US Retail Sales Databank brings together retail sales data to help you understand the scale and trajectory of US retail. 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 Other research you may be interested in:Weekly US Store Openings and Closures Tracker 2025, Week 34: Car Toys Takes Year-to-Date Retail Bankruptcies Total to 24US Store Tracker Extra, August 2025: At Home, Claire’s and Office Depot Closures Add 4+ Million Square Feet to Total Closed Retail SpaceInnovator Profile: Palate—Agile, Authentic Product Feedback for Better Food InnovationAdapting to Tariff Pressures: Strategies for Retail Success
Analyst CornerAnalyst Corner: Middle East Energy Shock—Retail Faces a Deteriorating Context, with John Mercer John Mercer, Head of Global Research and Managing Director of Data-Driven Research April 5, 2026 Reasons to ReadWe discuss updated data points on the impact of the Middle East energy shock, and the implications for US retail. Read this report to discover answers to these and other questions: How are rising gasoline prices affecting US consumer sentiment and spending? How will changes in mortgage rates influence the housing market and big-ticket retail categories? What inflation projections has the Federal Reserve recently made for 2026? What actions can retailers take to navigate cost pressures and changing US consumer behavior? Data in this report include: US gasoline price trends; consumer sentiment measures; mortgage rate data; Federal Reserve inflation projections. Every Analyst Corner also includes a roundup of research and data published that week. Other relevant research: The Middle East Energy Shock and the US Consumer: Lessons from 2022—Sustained Impacts Risk Trickle-Up Effect All Analyst Corners Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for Other research you may be interested in:US Back to School 2025, Part 1: Early Shopping, Tariff Worries and Strategic Choices Shape BTS 2025Weekly UK Store Openings and Closures Tracker 2025, Week 28: Watches of Switzerland Pulls Back on UK Store EstateRetail-Tech Landscape: Supply Chain TechnologyAnalyst Corner: Are You Ready for the Future of Physical Retail? Three Trends in US Retail Real Estate, with Anand Kumar
Store TrackerWeekly UK Store Openings and Closures Tracker 2026, Week 13: Superdry To Expand Aaron Mark Dsouza, Data Analyst Sector Lead: Philip Moore, Head of Custom Research April 3, 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: Abercrombie & Fitch Co., Boots, Footasylum, Harvey Norman, Initio Parfums Privés, Jigsaw, Joe Browns, Jollyes Group, Marella, Marks & Spencer, New Look, Next plc, Russell & Bromley, Superdry, The Original Factory Shop and White Stuff 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 Other research you may be interested in:From Policy to Accountability: Key Takeaways from the Boston Tech Week AI Governance SessionLower-Income Consumers’ Financial Sentiment Hits Record Low Amid Iran Conflict: US Consumer Survey InsightsInnovator Profile: Veesual—Enhancing the Online Apparel Shopping Journey with Image GenerationAI Agents Power Cognitive Supply Chains: Insights from Blue Yonder ICON 2025 Conference
Store TrackerWeekly US Store Openings and Closures Tracker 2026, Week 13: Openings Down 47% Year Over Year Aaron Mark Dsouza, Data Analyst Sector Lead: Philip Moore, Head of Custom Research April 3, 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: CVS Health, Designer Brands, J.Jill, Kindthread, Miniso, Neiman Marcus, NONFICTION, Saks Global, Shoe Carnival, Sportsman’s Warehouse, Violet Grey, Vivobarefoot, Winn-Dixie and Zumiez 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 Other research you may be interested in:Amazon Prime Day 2025: Preview—Five Essential Insights on Consumers’ Shopping PlansWeekly UK Store Openings and Closures Tracker 2026, Week 9: Marks & Spencer Leads Store OpeningsFinancial Sentiment Turns Negative; Tariff Pessimism Deepens; Inflationary Trade-Down Persists: US Consumer Survey InsightsFive Ways AI Is Being Used in Luxury Retailing—and What’s Next
Insight ReportOnce-Highflying Allbirds Sells Itself for a Song John Harmon, CFA, Managing Director of Technology Research April 2, 2026 Reasons to ReadRead this report to find answers to these key questions: How did shifting consumer preferences lead to Allbirds’ rapid rise and fall? Do consumers really prioritize sustainability when budgets are tight? Why has Allbirds joined the wave of store closures in the US? Companies mentioned in this report include: American Exchange Group, Allbirds Data in this report include: Allbirds revenue trends; Consumer survey insights; US store closure estimates Other relevant research: US Store Tracker Extra: Store Openings and Closures 2025 Review and 2026 Outlook Weekly US Store Openings and Closures Tracker 2026, Week 5: Saks Global To Close Stores 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 Other research you may be interested in:Agentic Commerce Insights Latest—Including Learnings from CES and NRF: Premium Subscriber CallGroceryshop 2025 Day Two: Unlocking Growth with AI, GLP-1 Shifts and Retail MediaFinancial Optimism Remains Firm Since the Start of the Year: US Consumer Survey InsightsThree Data Points We’re Watching This Week, Week 21: US Retail and Consumer Developments
Store TrackerUS Store Tracker Extra, March 2026: Total Opened Retail Space Exceeds 50 Million Square Feet Aaron Mark Dsouza, Data Analyst Sector Lead: Philip Moore, Head of Custom Research April 2, 2026 Reasons to ReadDiscover 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 and openings 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? Companies mentioned in this report include: Academy Sports and Outdoors, Abercrombie & Fitch Co., Amazon.com, American Eagle Outfitters, American Eagle Outfitters, Associated British Foods, BAPE, Bass Pro Shops, Bath & Body Works, Beams, Best Buy, BJ’s Wholesale, Boden, Burlington Stores, Carolina Herrera, Casey’s, Castlery, Chair King, Citi Trends, Costco Wholesale, Cotopaxi, Daiso, DICK’S Sporting Goods, Dollar General, Dollar Tree, Fortunoff, Fugazi, Gap Inc., Glossier, Grocery Outlet, H Mart, Haverty Furniture, Jendue, Kohl’s, Lidl, Madhappy, Mango, Meijer, MINISO, Nordstrom, Ollie’s Bargain Outlet, PGA TOUR Superstore, Princess Polly, Publix Super Markets, Rally House, Ross Stores, Saks Global, Signet Jewelers, Target, The Buckle, The Fresh Market, The TJX Companies, Inc., Tilly’s, Toast, Torrid, Ulta Beauty, Victoria’s Secret, Wawa, WeWearAustralian, Williams-Sonoma, Winn-Dixie, Yellow Rose, Zimmermann. 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. 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 Other research you may be interested in:Analyst Corner: US Apparel and Footwear Retailing—Key Distribution Channel Shifts in 2026US Back to School 2025, Part 2: Where Consumers Will Shop—Opportunities with Higher-Income Shoppers, in Retail Media and on TikTokShoptalk Europe 2026 Insights: From AI to Retail MediaWeekly UK Store Openings and Closures Tracker 2026, Week 17: Claire’s Shutters All Stores
Insight ReportKering and L’Oréal Finalize Strategic Partnership—Multibrand Luxury and Beauty Firms Focused on Core Capabilities John Mercer, Head of Global Research and Managing Director of Data-Driven Research April 1, 2026 Reasons to ReadUnderstand how a €4 billion partnership is reshaping luxury beauty. Read this report to discover answers to these and other questions: How do Kering and L’Oréal gain from a deal that includes acquisitions, licenses and a new joint venture? What is the projected impact of Creed and long-term licenses on L’Oréal’s luxury and fragrance divisions? Why is this move in line with other beauty agreements in the luxury sector? Companies mentioned in this report include: Balenciaga, Bottega Veneta, Coty, Estée Lauder, Gucci, L’Oréal, Sephora, The House of Creed. 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 Other research you may be interested in:Analyst Corner: Five CPG Sector Insights from This Quarter’s Earnings, with Madhav Pitaliya3Q25 Earnings Season Wrap-Up: 84% of Companies Grow Sales, 77% Beat Top-Line Consensus in a Solid Quarter for Discount, Off-Price and Specialty ApparelThree Data Points We’re Watching This Week, Week 27: US Retail Faces HeadwindsThe Beauty Conversion Architecture: From Discovery to Purchase—Powering Beauty Companies’ Growth in 2025 and Beyond
Deep DiveAgentic Commerce: The US’s Open Approach vs. China’s Vertical Integration Charlie Poon, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research March 31, 2026 Reasons to ReadUncover how the divergent evolution of AI shopping agents in the US and China is reshaping global retail strategies, creating new imperatives for brand visibility, and redefining the path to purchase in an era of “agent-first” commerce. Read this report to discover answers to these and other questions: How do the structurally different agentic commerce ecosystems in the US (open-broker model) and China (vertically integrated super-app model) impact retailer strategy? Why is Amazon’s creation of an “exclusion zone” by blocking external agents forcing a hybrid landscape in the US, and what does this mean for non-Amazon retailers? How can retailers optimize their product feeds, APIs, and content to become “agent-friendly” and avoid being invisible to AI-driven discovery? What are the strategic implications of China’s Qwen app reaching 200 million users in 3.5 months versus the challenges US agents face in scaling native checkout? Should brands prioritize deep integration with walled-garden super-apps or adopt open protocols like the Universal Commerce Protocol (UCP) to future-proof their sales channels? Data in this research report include/are: Global GenAI market size projections ($66.2 billion in 2026); Alibaba Qwen user growth metrics (200M MAUs in 3.5 months, 120M orders in 6 days); Comparative analysis of agentic checkout capabilities across Qwen, ChatGPT, Gemini, and Amazon Buy for Me; Insights into the fragmentation of the US retail landscape vs. China’s vertical integration; Strategic frameworks for “agent-readiness” and protocol adoption. Companies mentioned in this report include/are: Alibaba Group, Alphabet Inc. (Google), Amazon, ByteDance, DoorDash, Etsy, Instacart, Meta Platforms, Microsoft, OpenAI, Shopify, Target, Tencent, Uber, Walmart, Chewy, Wayfair, Stripe, and more. 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 Other research you may be interested in:Three Months to Singles’ Day 2025: Simplified Promotions, Government Support and Payment Ecosystem Convergence To Fuel GrowthFinancial Sentiment Turns Negative: Weekly US Consumer Sentiment, Week 11, 2025—InfographicWeekly UK Store Openings and Closures Tracker 2026, Week 14: Topps Tiles To Close StoresRolling Metric Picks Up After Last Week’s Dip: Weekly US Consumer Sentiment, Week 29, 2025—Infographic
Deep DiveUS CPG: Why Unit Growth Has Stalled—and the Industry’s Path Forward Sujeet Naik, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research March 31, 2026 Reasons to ReadDiscover how the US consumer packaged goods (CPG) sector can navigate challenges like inflation fatigue, changing consumer habits and geopolitical pressures, and set the stage for potential volume recovery. Read this report to uncover answers to these and other questions: What factors are contributing to the stagnation of unit growth in the US CPG sector, and how are they impacting consumer behavior and sales trends? How can CPG companies adapt their pricing strategies and portfolios to recover volumes and align with shifting consumer preferences? What opportunities exist for CPG brands to capitalize on the growing adoption of GLP-1 medications and the rising demand for healthier, high-protein products? What role will AI-driven tools and dynamic pricing optimization play in driving future growth for CPG companies? Companies mentioned in this report include: Campbell’s Company, Danone, General Mills, Hershey Company, Kraft Heinz, Mondelez International, Nestlé, PepsiCo and Walmart. Data in this report include: Total CPG unit sales and dollar sales growth for four-week periods, edible CPG unit sales and dollar sales growth for four-week periods, average weekly grocery spending trends, the impact of GLP-1 medications on consumer eating habits, US food and beverage category sales performance and financial sentiment surveys among lower-income households. 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 Other research you may be interested in:Rolling Metric Declines This Week: Weekly US Consumer Sentiment, Week 34, 2025—InfographicInnovator Profile: Autolane—Operating Infrastructure for Autonomous Curbside LogisticsSector Focus: Luxury Shopping—Data GraphicInnovator Profile: Shopeaks—Transforming Social Media Monetization with Personalized Storefronts
Deep DiveFinancial Sentiment Improves Amid Middle East News Flow: US Consumer Survey Insights Aditya Kaushik, Analyst Sector Lead: Philip Moore, Head of Custom Research March 31, 2026 Reasons to ReadDiscover how US consumers are reacting to shifting economic conditions, Iran conflict, inflation pressures and tariffs. 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: 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 Other research you may be interested in:Rolling Metric Sentiment Declined This Week: Weekly US Consumer Sentiment, Week 36, 2025—InfographicAgentic Commerce—How Should Retailers Leverage GEO to Maximize AI-Engine Visibility?Holiday 2025 Survey Insights: Government Shutdown Impacts One-Third of Holiday ShoppersAWS Retail and Consumer Goods Analyst Day 2026
Insight Report4Q25 Retail Inventory Insights: Execution Discipline Delivers Cleaner Holiday Exits and Turnover Improvement Risheek Dandekeri Sector Lead: Philip Moore, Head of Custom Research March 30, 2026 Reasons to ReadUncover how retailers are navigating tariff risks, inventory divergence and digital transformation to protect margins in 4Q25. Read this report to discover answers to these and other questions: How are retailers like Ulta, Bath & Body Works and Kohl’s adopting diverging inventory strategies in response to uneven demand and tariff pressures? In what ways are tariff-driven cost timing and accounting methods distorting reported margins at companies such as Costco and Williams-Sonoma? Why are value-led and club formats like Dollar Tree, Walgreens Boots Alliance and Costco outperforming peers on inventory turnover? How are early receipts and digital tools-including AI-based replenishment-shaping inventory visibility and seasonal readiness for players like Gap, Walmart and Urban Outfitters? Companies mentioned in this report include: Abercrombie & Fitch, Aritzia, Bath & Body Works, Best Buy, BJ’s Wholesale, Costco, CVS Health, Dollar Tree, Five Below, Gap, Home Depot, Kohl’s, Lowe’s, Macy’s, Ross Stores, Target, TJX Companies, Ulta Beauty, Urban Outfitters, Walgreens Boots Alliance, Walmart, Williams-Sonoma and more. Data in this report include: US retail sales growth by month; inventory turnover ratios by retailer and sector; year-over-year changes in inventory values; and commentary on strategic inventory actions across leading US retailers. 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 Other research you may be interested in:Analyst Corner: Why India Retail is Primed for a Blockbuster Festive-Sale Season, with Manik BhatiaWeekly US Store Openings and Closures Tracker 2025, Week 16: 7-Eleven To Close 300+ Stores; Plus Updates on Drugstore ClosuresEssential Guide to Shoptalk Spring 2025: Navigating the Future of Customer-Centric Retail with AI and Unified CommerceAnalyst Corner—DeepSeek Opens the Door for AI Democratization: The AI Opportunity, with Charlie Poon
Analyst CornerAnalyst Corner: US Consumers’ Plans for the Memorial Day, Mother’s and Father’s Day, and the Holiday Season, with Aditya Kaushik Aditya Kaushik, Analyst March 29, 2026 Reasons to ReadDiscover expected shopping behavior of consumers for calendar events in the second quarter of 2026 (2Q26, April–June) and the end-of-year holiday season. Every Analyst Corner also includes a roundup of research and data published that week. Read this week’s Analyst Corner to discover answers to these and other questions: Whether US consumers expect to spend on Memorial Day, Mother’s Day and Father’s Day, and how much they expect to spend on each event compared to last year and in dollar terms Consumers’ spending expectations for the 2026 holiday season Other relevant research: Our full report is due next week All Analyst Corners Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for Other research you may be interested in:4Q25 US Earnings Season Wrap-Up: 80% of Companies Grow Sales and About 75% Beat EPS Consensus Amid Broad Strength in Discount, Specialty Apparel and Value RetailRetail Crime and Shrink: Cargo Theft Remains Elevated; Amazon Steps Up Anti-Counterfeit DriveFive Ways AI Is Being Used in Apparel and Footwear Retailing—and What’s NextUS Store Tracker Extra, August 2025: At Home, Claire’s and Office Depot Closures Add 4+ Million Square Feet to Total Closed Retail Space
Store TrackerWeekly UK Store Openings and Closures Tracker 2026, Week 12: The Original Factory Shop Continues Store Closure Aaron Mark Dsouza, Data Analyst Sector Lead: Philip Moore, Head of Custom Research March 27, 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: Bonmarché, Crocs, Flannels, Fred Perry, Hugo Boss, IKEA, JD Sports, Oliver Brown, Russell & Bromley, Sunglass Hut, Tapi Carpets & Floors, TGJones, The Original Factory Shop, and Tiso. 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 Other research you may be interested in:US Store Tracker Extra, August 2025: At Home, Claire’s and Office Depot Closures Add 4+ Million Square Feet to Total Closed Retail SpaceWeekly US Store Openings and Closures Tracker 2025, Week 51: Retailers Announce More Than 1,000 Store Openings for 2026Consumer Confidence Rebounds in October: China Consumer Survey InsightsWeekly UK Store Openings and Closures Tracker 2025, Week 40: Claire’s UK Bought Out of Bankruptcy
Store TrackerWeekly US Store Openings and Closures Tracker 2026, Week 12: Five Below Announces Store Expansion Plan Aaron Mark Dsouza, Data Analyst Sector Lead: Philip Moore, Head of Custom Research March 27, 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: Alimentation Couche-Tard, Best Buy, Castlery, Destination XL Group, Five Below, Glossier, Macy’s, Inc., Madhappy, Payless, Publix Super Markets, Rally House, Signet Jewelers, Toast, Torrid, WeWearAustralian, Williams-Sonoma, Winn-Dixie, and Zimmermann 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 Other research you may be interested in:Sector Focus: Off-Price Shopping—Data GraphicJanuary 2026 US Retail Sales: Stable Growth Trajectory Consistent with ML ProjectionsWeekly UK Store Openings and Closures Tracker 2025, Week 32: Co-op Opens New-Format Micro Store3Q25 Earnings Season Wrap-Up: 84% of Companies Grow Sales, 77% Beat Top-Line Consensus in a Solid Quarter for Discount, Off-Price and Specialty Apparel
Event CoverageShoptalk Spring 2026: Day 3— Retail AI and the Omnichannel Experience; Premium Brand Building; The Creator Economy Reshapes Commerce; Shoptalk Spring 2026 Key Takeaways Aaron Weingott, Editorial ConsultantSujeet Naik, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research March 26, 2026 Reasons to ReadDiscover how AI, premium brand strategies and the creator economy are reshaping retail—from omnichannel customer experiences to physical retail expansion and the growing influence of creators on buying decisions. Read this report to uncover answers to these and other critical questions: How is Macy’s using AI to extend the in-store colleague experience into digital channels, and what does the “One Macy’s” model mean for omnichannel customer value? What strategies has New Balance used to achieve 180% growth over five years while expanding its physical retail presence and holding the line on premium pricing? How are creators influencing purchasing behavior, and why is creator-driven content more trusted by Gen Z than traditional studio content? With 110 million hours of shopping-related content watched on YouTube daily, how should brands and retailers be thinking about their presence in the creator economy? Companies mentioned in this report include: Macy’s, New Balance, YouTube, Disney, The Honest Company. Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for Other research you may be interested in:Rolling Metric Declines This Week: Weekly US Consumer Sentiment, Week 34, 2025—InfographicAnalyst Corner: US Grocery Real Estate—The Great Divide in 2025, with Sujeet NaikQuantifying Tariff Impacts: What Retail Companies Reported in 4Q25—Data GraphicRetail 2025: UK Retail Predictions—Midyear Trends Update
