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Seasonal Shopping, 4Q26—Previewing Shoppers’ Plans Across the Fourth Quarter: US Consumer Survey Insights Extra

Will 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.

2Q26 Retail Inventory Insights: Retailers Become More Selective with Inventory as Imports Decline

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 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.