Reasons to Read

Gain valuable insights into the latest developments shaping the US retail market, with a particular focus on the ongoing resilience and shifting consumer behaviors in the face of external pressures. This report delves into retail sales growth projections, the impact of global supply chain disruptions, and how evolving consumer sentiment is influencing retail performance in 2026. Read this report to discover answers to these and other questions:

• How will US retail sales growth evolve through 2026, with projections indicating a mid-year acceleration to 4.7%?
• How are the key economic indicators, such as unemployment rates, inflation, and consumer sentiment, shaping retail trends in the coming months?
• How are global events, including conflicts in the Middle East, impacting consumer confidence and discretionary spending in the retail sector?

Data in this report include: US retail sales forecasts; model-predicted vs. actual retail growth; labor force, wage, and inflation metrics; consumer sentiment and disposable income trends; housing market data.

Alongside this report, you can access the data behind key charts and tables in the Excel download above.

Other relevant research:

• Coresight Research’s monthly reports keep you up to date on retail sales (in total and by sector) and key consumer indicators in the US.
• All our coverage of tariffs
• The US Retail Sales Databank features retail sales values and year-over-year growth, in total and by sector, by year and by month. This Databank is updated monthly.
• The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. Our Weekly US Consumer Sentiment infographic series complements our survey reports with selected findings on consumers’ financial and economic expectations each week.