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1Q26 Retail Inventory Insights: Inventory Builds Broaden as Traffic Stabilizes and Margin Discipline Becomes More Critical

Our quarterly US Retail Inventory Insights series analyzes inventory trends in US retail. Discover inventory turnover ratios by sector and for selected major retailers in the first quarter of 2026. Dive into key commentary on inventory trends, planning and challenges, with insights on spring inventory builds, tariff and energy-cost risks, K-shaped consumer demand, AI-driven inventory visibility and more.

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US Back to School 2026, Part 1: Early Shopping, Inflation Worries and Strategic Choices Shape BTS 2026

We kick off our US Back to School 2026 series of reports by diving into proprietary survey findings on US consumers’ spending expectations for the BTS (back-to-school) season. How much will BTS shoppers spend, and what will influence their purchase decisions? Find out in this comprehensive analysis of consumers’ plans for and attitudes to BTS shopping.

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