April 21, 2026 Insight Report Premium Energy Shock: As Gasoline Prices Decline, When Will Peak CPI Hit?US gasoline prices are currently heading downward as oil prices are rolling off their peak. However, broader inflation lags energy shocks. We assess when the CPI peak may occur and which retail seasons that would impact.
April 16, 2026 Insight Report Premium April 2026 US Retail Sales Outlook: Consumer Confidence Hits a 27-Month Low Amid Surging Gasoline PricesThe US Retail Sales Outlook series from Coresight Research includes proprietary, ML-driven retail sales projections and analysis of the macroeconomic context for retailing.
April 6, 2026 Insight Report Premium February 2026 US Retail Sales: Weaker Core Performance and Divergent Sector TrendsGain key insights into the latest US retail sales trends for February 2026. This 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.
April 5, 2026 Analyst Corner Register for Free Access Analyst Corner: Middle East Energy Shock—Retail Faces a Deteriorating Context, with John MercerIn this Analyst Corner, we discuss updated data points on the impact of the Middle East energy shock, and the implications for US retail.
March 20, 2026 Insight Report Premium March 2026 US Retail Sales Outlook: Forecasting Continued Growth with Gradual SofteningThe US Retail Sales Outlook series from Coresight Research includes proprietary, ML-driven retail sales projections and analysis of the macroeconomic context for retailing.
March 19, 2026 Event Presentation Premium US Consumer Sentiment Amid the Energy Shock: Premium Subscriber CallHow are US consumers reacting to the March 2026 Middle East energy crisis? We explore the consumer impacts and implications in this Premium Subscriber Call presentation from March 19, 2026.
March 16, 2026 Insight Report Premium January 2026 US Retail Sales: Stable Growth Trajectory Consistent with ML ProjectionsDiscover how US retail demand started 2026—and which sectors are gaining or losing momentum.
March 16, 2026 Insight Report Premium US Consumer Sentiment Amid the Middle East Energy ShockWe discuss US consumer sentiment, potential shopper reactions and implications for retailers amid the Middle East energy shock. This report is based on our Premium Subscriber Call of March 13, 2026.
March 13, 2026 Event Presentation Premium US Consumer Sentiment Amid the Energy Shock: Premium Subscriber CallWe discuss US consumer sentiment, potential shopper reactions and implications for retailers amid the Middle East energy shock. This presentation is from our Premium Subscriber Call of March 13, 2026.
March 10, 2026 Insight Report Premium CEO Brief: Iran Energy Shock—US Consumer Economy and Retail ImpactsWe provide our first assessment of the implications of the Middle East energy shock for US retail, arising from the conflict in Iran, which began on February 28, 2026.
February 24, 2026 Infographic Premium Tariffs + Consumer Sentiment: A Timeline, 2026—Data GraphicIn 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.
February 22, 2026 Analyst Corner Register for Free Access Analyst Corner: US Retail Inflation Rises to Its Highest Level in 2.5 Years, with John MercerInflation in US retailing has risen to its highest level since August 2023, according to Coresight Research estimates. January 2026 saw a marked acceleration in inflation across general merchandise and apparel. We discuss the details and implications.
February 19, 2026 Insight Report Premium February 2026 US Retail Sales Outlook: Positive Indicators Signal Robust Growth AheadThe US Retail Sales Outlook series from Coresight Research includes proprietary, ML-driven retail sales projections and analysis of the macroeconomic context for retailing.
February 13, 2026 Insight Report Premium December 2025 US Retail Sales: Strong Conclusion to Holiday Season, with 4% GrowthIn 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.
February 6, 2026 Event Presentation Premium Coresight Research Agenda for 2026—Retail’s Strategic Imperatives: Premium Subscriber CallThe Coresight Research team outlines our comprehensive research agenda for 2026, focusing on the strategic imperatives shaping retail’s future.