October 28, 2026 Deep Dive Premium US Consumer Credit and BNPL: Capturing the Aging OpportunityDiscover how shifting consumer-debt patterns are creating new growth opportunities for buy now, pay later (BNPL) providers and retailers.
October 27, 2026 Deep Dive Databank Members Walmart Gains Across Food and Nonfood as Kroger’s Fightback Begins: US Consumer Survey InsightsHow are US consumers’ sentiment and spending behaviors changing amid the Middle East conflict and rising gasoline prices? We review our latest US consumer data on sentiment and shopping behavior across categories.
October 26, 2026 Deep Dive Premium Discount Decades: What US De Minimis Removal Means for Shein, Temu, Amazon Haul and AliExpressCross-border e-commerce platforms Shein, Temu, Amazon Haul and AliExpress face diverging impacts from de minimis removal, tariffs and rising shipping costs, reshaping competition and growth.
October 22, 2026 Deep Dive Premium China Consumer Survey Insights: Sentiment Hits Six-Month Low Despite Holiday BoostWe analyze proprietary survey data to track consumer sentiment and financial sentiments in China. This report shows steady optimism in September 2026.
October 22, 2026 Deep Dive Premium Holiday 2026: How the Generations Shop for the HolidaysHoliday shopping by generation: our survey of 2,042 US consumers shows how Gen Z, millennials, Gen X and boomers differ on budgets, retailers and credit.
October 22, 2026 Deep Dive Premium Real Estate Insights—Clothing, Footwear and Department Stores: How Retailers Are Optimizing Store PortfoliosWe explore various apparel and footwear and department store companies’ store opening and closure strategies over the past few years. We also dive into recent store traffic data, providing a comprehensive understanding of how apparel retailers and department stores are changing their physical footprints in 2026.
October 20, 2026 Deep Dive Databank Members October Sales Event Week: Did Shoppers Respond? US Consumer Survey InsightsDiscover how US consumers are responding to shifting economic conditions and inflationary pressures. This week, we also review data for major retailers during October’s “deals” week.
October 19, 2026 Deep Dive Premium Discount Decades: Tariffs Reshape Apparel and Footwear as Off-Price Retailers Extend Their LeadAs part of our new Discount Decades series, we discuss the key apparel and footwear discounters operating in the US, including Burlington Stores, Ross Stores and TJX Companies. We discuss their revenues, operating margins, store expansions, demographic profiles and strategies for success.
October 15, 2026 Deep Dive Premium China’s AI Superpowers: ByteDance’s Doubao vs. Alibaba’s Qwen and the Retail ImpactChina’s AI superpowers compete across chat, commerce and cloud. Explore Doubao, Qwen and how agents shape retail discovery and customer relationships.
October 13, 2026 Deep Dive Databank Members Amazon’s Nonfood Lull Deepens Heading into Prime Big Deal Days: US Consumer Survey InsightsHow are US consumers’ sentiment and spending behaviors changing amid the Middle East conflict and rising gasoline prices? We review our latest US consumer data on sentiment and shopping behavior across categories.
October 12, 2026 Deep Dive | Premium Discount Decades: A Shrinking Middle Class Reshapes US RetailUncover the demographic, financial, and economic forces set to continue fueling US discount and value retail.
October 8, 2026 Deep Dive Premium Holiday 2026: The Last Mile—Elevated Costs Confront a Cautious Consumer, Signaling Margin RiskHoliday 2026 last mile outlook: softer online demand, higher carrier surcharges and labor gaps reshape fulfillment strategies for retailers this peak.
October 8, 2026 Deep Dive Free Report The Modern QSR Playbook: Building Faster, More Connected Restaurant Operations Through TechnologyThis report examines how QSR operators can connect ordering, kitchen, fulfillment and supply chain technologies to improve execution amid rising customer expectations, expanding ordering channels and labor constraints.
October 7, 2026 Deep Dive Databank Members Seasonal Shopping, 4Q26—Previewing Shoppers’ Plans Across the Fourth Quarter: US Consumer Survey Insights ExtraWill US consumers celebrate or spend on key events in the fourth quarter this year? This month’s US Consumer Survey Insights Extra—Seasonal Shopping report analyzes consumer expectations for Halloween, Amazon Prime Big Deal Days, Singles’ Day and Black Friday, as well as looking back at how consumers celebrated Labor Day, the Fourth of July and Amazon Prime Day in the third quarter.
October 6, 2026 Deep Dive Databank Members Walmart and Amazon Gain Ground in Food Shopping: US Consumer Survey InsightsHow are US consumers’ sentiment and spending behaviors changing amid the Middle East conflict and rising gasoline prices? We review our latest US consumer data on sentiment and shopping behavior across categories.
