October 19, 2026 Deep Dive Premium Discount Decades: Tariffs Reshape Apparel and Footwear as Off-Price Retailers Extend Their LeadAs part of our new Discounter 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 16, 2026 Insight Report Premium RetailTech: Will Stablecoins, Stripe’s Link, PayPal or Cards Become the Preferred Payment Method for Agentic Commerce?Stablecoins are gaining traction as a global currency, yet friction in obtaining and managing them has led US consumers to rely even more on credit cards.
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 14, 2026 Insight Report Premium Holiday 2026 Weekly Survey Insights: Walmart Holds the Lead as Early Retailer and Category Movements Face Their TestMore than half of US consumers have yet to start holiday shopping. Our latest weekly survey shows Walmart retaining the lead, Target moving into third place and toys or games becoming the most-bought category. We examine the weekly changes and implications for retailers.
October 14, 2026 Insight Report Premium With Announcements from Meta, Stripe and Anthropic, the Three Key Pillars for Agentic Commerce Are Now in Place: Agents, Payments and ToolsAgentic commerce recently took a major leap forward, with a personal AI assistant, mainstream agentic payment platform and tools for agentic commerce.
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 13, 2026 Insight Report Premium US CPG Sales Tracker: E-Commerce Growth Accelerates, Led by Food & BeveragesExplore how accelerating e-commerce growth and continued demand for essential, replenishment-driven products are shaping the US CPG market.
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.
October 5, 2026 Deep Dive Premium Holiday 2026: US Consumer Survey and Retail Outlook—Unit Growth Under Pressure as Consumers Rethink How They ShopWhere, when and how will US consumers spend for holiday 2026. We analyze proprietary survey data to offer critical insights on the shape of demand and consumers’ shopping expectations for the holiday season.
October 1, 2026 Insight Report Premium 2Q26 Retail Inventory Insights: Retailers Become More Selective with Inventory as Imports DeclineOur 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 second quarter of 2026. Dive into key commentary on inventory trends, planning and challenges, with insights on selective inventory builds, tariff-related costs, demand volatility and inventory productivity.
September 30, 2026 Deep Dive Databank Members Tariff Restraint and Policy Support Lift Sentiment to Two-Month High: China Consumer Survey InsightsWe analyze proprietary survey data to track consumer sentiment and financial sentiments in China. This report shows steady optimism in August 2026.
