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The Demographic and Structural Forces Powering Discount Retail: Premium Member Call Presentation

On October 16, 2026, Coresight Research presented insights on the demographic and structural forces powering discount retail at the Premium Member Call. In this presentation, we explore how a shrinking middle class, financial strain spreading to older cohorts, shifting consumer spending priorities, persistent inflation and supply-side expansion support discount formats, and we cover what separates winning discounters from the rest.

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.