Reasons to Read

Discover which retailers and brands are gaining momentum in 1Q26—and which are struggling with margin pressure, cautious consumers and geopolitical uncertainty.

Read this report to discover answers to these and other questions:

• Which apparel and footwear companies are driving outsized growth despite macroeconomic and tariff pressures?
• How are beauty companies balancing resilient prestige demand against weakness in mass-market channels and global disruptions?
• What consumer and pricing trends are shaping performance across global CPG companies?
• How are e-commerce leaders such as Amazon, DoorDash and Instacart sustaining strong growth through AI, convenience and value-focused strategies?
• Which food retailers, home retailers and luxury brands are outperforming as consumers remain cautious and value-oriented?

Companies mentioned in this report include: Amazon; Aritzia; DoorDash; Instacart; Zalando; Primark; Fast Retailing/UNIQLO; Levi Strauss & Co.; Coty; Beiersdorf; The Estée Lauder Companies; Colgate-Palmolive; Kimberly-Clark; Mondelēz International; PepsiCo; Coca-Cola; Procter & Gamble; CVS Health; Albertsons; Sainsbury’s; Ahold Delhaize; Sprouts Farmers Market; Tractor Supply; Wayfair; Tapestry.

Data in this report include: US retail sales growth and inflation trends; retailer revenue growth and EPS performance; comparable sales and digital sales growth; operating margin and profitability trends; regional and channel performance metrics; consumer spending and loyalty trends; AI and technology adoption initiatives; forward guidance and outlook expectations.