Reasons to Read

Quantify how many US shoppers pulled holiday-season purchases into August 2026, and how much of 2025’s tariff-driven urgency has faded from early holiday shopping.

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

  • What proportion of consumers make ultra-early holiday purchases?
  • How has that purchase rate changed versus 2025, and what motives have replaced last year’s single tariff trigger?
  • Which consumer segments have pulled back the hardest on early shopping?
  • Why does scarcity concern persist among 2026 early shoppers, and what does it signal about this year’s holiday inventory levels?

Data in this report include: Percentage of surveyed consumers who have made holiday purchases; reasons consumers cite for starting holiday shopping early; early-shopping rates by age, income, and region, comparing 2025 and 2026.

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The Coresight Research US Consumer Survey Insights Extra series offers a more detailed or specific take on trends and data from our weekly surveys of US consumers.

In this report, we dive into shopper demographics, based on our proprietary survey data. Discover shopper profiles for major US retailers in food and nonfood and explore our sector-focused findings to understand the customer bases of apparel, footwear and beauty retailers.

Discover how demographic shifts are reshaping US retail—and which retailers are winning in a polarized, fragmented marketplace.

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

  • How are income, age and ethnicity driving diverging shopping patterns across food and nonfood retail?
  • Which retailers are attracting high-income vs. low-income consumers—and how do age and urbanicity influence these trends?
  • What are the key generational, income and ethnic skews in apparel, footwear and beauty retail today?
  • How do regional differences shape food and nonfood shopping behavior across the US?
  • What should retailers focus on now to stay competitive amid fragmentation, trade-down behavior and evolving sentiment?

Data in this research report include: Shopper age and income profiles by retailer; urban vs. rural shopper base; shopping behavior by income, age, ethnicity and region; quarterly apparel, footwear and beauty shopper data; monthly consumer sentiment and retail purchasing trends.

Companies mentioned in this report include: Walmart, Amazon, Target, Costco, Trader Joe’s, Temu, TJX, Shein, Whole Foods, Dollar General, Walgreens, CVS, Foot Locker, Skechers, Macy’s, Ross Stores, Lululemon, Ulta, Sephora, TikTok, Instagram, YouTube, Nordstrom, Kohl’s, American Eagle, Urban Outfitters, Zara, Nike, Jordan, Converse, Crocs, DSW, Dick’s Sporting Goods, JCPenney, Academy Sports + Outdoors, Ahold Delhaize, Kroger, Albertsons, eBay, Sally Beauty.

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Discover how US consumers are reacting to shifting economic conditions, Iran conflict and inflation pressures.

Read this report to discover answer to these questions:

  • How is consumer sentiment diverging across income groups—and what does this mean for premium versus value retail performance?
  • Which retailer consumers are shopping at and what categories they are purchasing?

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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  • Understand the six major themes shaping the Groceryshop 2026 agenda.
  • Identify notable sessions and speakers across grocery retail, CPG and retail technology.
  • Explore how AI-powered shopping, retail media and unified commerce are reshaping grocery retail.
  • Learn about new event formats, including Tactical Learning sessions and Shoptalk Innovation Week.

Data in this research report include:

  • Groceryshop 2026 dates, session times, stages and selected speakers
  • Notable sessions across the event’s six major themes
  • Coresight Research estimates and proprietary findings on AI, grocery retail and retail media

Other relevant research:

Reasons to Read

Discover how retailers across the drugstore, grocery and mass merchant space can build a 360-degree “whole health” offering—and how AI can power it. This slide deck was presented on our August 28, 2026, Premium Subscriber Call.

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

  • Which structural trends are supporting a whole health offering, and how do wellness engagement and GLP-1 usage differ by generation?
  • What is the product opportunity for retailers to expand assortments around GLP-1, demographic wellness and emerging nutrition categories?
  • What is the service opportunity to position pharmacies as wellness partners through test-to-treat, online consultations, subscriptions and quick commerce?
  • What is the marketing opportunity to communicate integrated wellness positioning through retail media, personalization and pharma collaboration?
  • How can AI support execution across each of the three pillars—from demand forecasting and pharmacy automation to personalized customer engagement?

Other relevant research:

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Reasons to Read

Each Analyst Corner features highlights and insights from the respective week’s “Report of the Week”—our featured must-read research report. This week, our featured report was Retail POS Modernization: Strategic and Financial Case for Transformation.

Discover how specialty retailers are modernizing POS systems to unlock cost savings and revenue growth in an increasingly omnichannel landscape.

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

  • What is the state of cloud-based POS adoption across specialty retailers?
  • What are the financial benefits of POS modernization?
  • How realized outcomes from modernization compare with the objectives of those planning to invest?
  • What matters to retailers when modernizing POS systems?
  • What are the key challenges retailers face during modernization (and how to overcome them)?

Data in this report include: POS market sizing and growth projections; POS architecture and deployment type adoption (on-premise, hybrid, cloud-hosted, cloud-native); POS system age and replacement cycles; financial impact modeling, including cost savings and revenue uplift; quantifiable performance benefits, including conversion rate, average transaction value and ROI realization; loyalty program interaction rates; realized business outcomes versus modernization objectives; vendor and system evaluation criteria; implementation challenges and barriers to modernization; and a four-stage framework for planning and executing POS modernization.

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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: Card Zone, Clarks, Crocs, Dreams, FatFace, HMV, Hotel Chocolat, Iceland, Magnet, Mooch, Poundland, Rituals, Sephora, TGJones and Wynsors

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: Comfrt, Foot Locker, Hobby Lobby, Nordstrom, Primark, Raley’s, Ross Stores, Dick’s Sporting Goods and 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.

Other relevant research:

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Reasons to Read

Coresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content:

  • Countries of operation and key product categories
  • Annual metrics—including revenues, operating margin and global store numbers
  • Our insights into the company’s operations, including consideration of headwinds and tailwinds
  • Business strategy
  • Recent company developments
  • The company’s current management team

Click here to see our full Coresight 100 list and related reports.

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Reasons to Read

Coresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content:

  • Countries of operation and key product categories
  • Annual metrics—including revenues, operating margin and global store numbers
  • Our insights into the company’s operations, including consideration of headwinds and tailwinds
  • Business strategy
  • Recent company developments
  • The company’s current management team

Click here to see our full Coresight 100 list and related reports.

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Reasons to Read

Coresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content:

  • Countries of operation and key product categories
  • Annual metrics—including revenues, operating margin and global store numbers
  • Our insights into the company’s operations, including consideration of headwinds and tailwinds
  • Business strategy
  • Recent company developments
  • The company’s current management team

Click here to see our full Coresight 100 list and related reports.

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Reasons to Read

Coresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content:

  • Countries of operation and key product categories
  • Annual metrics—including revenues, operating margin and global store numbers
  • Our insights into the company’s operations, including consideration of headwinds and tailwinds
  • Business strategy
  • Recent company developments
  • The company’s current management team

Click here to see our full Coresight 100 list and related reports.

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Reasons to Read

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 July 27, 2026. We spotlight developments in consumer sentiment on the economic and financial outlooks.

Read this report to discover answers to these key questions:

  • How did consumer sentiment change after peaking in mid-June, and why did economic and personal financial optimism weaken through July?
  • How are flooding, typhoons, new US tariffs and the post-6.18 seasonal retail slowdown affecting consumer confidence and spending behavior?
  • Which consumer activities and product categories showed resilience as households remained cautious and focused on value?
  • What do weekly and four-week rolling sentiment indicators reveal about the outlook for China’s economy, household finances and consumption recovery?
  • How should retailers adjust pricing, promotions, trade-in programs and regional strategies as consumers prioritize value and selective spending?

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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Reasons to Read

Coresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content:

  • Countries of operation and key product categories
  • Annual metrics—including revenues, operating margin and global store numbers
  • Our insights into the company’s operations, including consideration of headwinds and tailwinds
  • Business strategy
  • Recent company developments
  • The company’s current management team

Click here to see our full Coresight 100 list and related reports.

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