Event Presentation PremiumUS Retail Outlook: Premium Subscriber Call Presentation John Mercer, Head of Global Research July 29, 2026 Reasons to ReadDiscover where US retail is heading—and which companies, channels and consumer trends will define the next phase of growth in this presentation. We also provide our latest expectations for holiday 2026. Read this slide deck to find answers to these and other key questions: How are shifting consumer spending patterns creating winners and losers across US retail, and what should retailers do about it? How should retailers deploy tariff refund capital to drive competitive advantage? Which retailers have captured the most retail growth, and what do their strategies have in common? What is the outlook for holiday 2026 retail, as of July 2026? Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
