September 17, 2026 Insight Report Free Report Federal Reserve Raises Rates for First Time Since 2023, Adding to Consumer Pressure Ahead of the HolidaysDiscover the details and implications of the Federal Reserve’s September 2026 interest rate rise and revised outlook for rates and the US economy. We assess the inflationary context and the likely effects on consumers and retail, including for the 2026 holiday season, and we note several long-term upward pressures on inflation.
September 16, 2026 Insight Report Premium 2Q26 Earnings Season Wrap-Up: 85% Grow Sales and 75% Beat EPS, Led by Apparel, Discount and E-Commerce2Q26 retail earnings wrap-up: 84% of companies grew sales and 75% beat EPS, highlighting resilient consumer demand across key retail sectors.
September 15, 2026 Deep Dive Databank Members Costco and Target Gain Momentum Across Food and Nonfood Shopping: US Consumer Survey InsightsHow are US consumers’ sentiment and spending behavior changing amid the Middle East conflict and rising gasoline prices? We review our latest US consumer data on sentiment and shopping behavior across categories.
September 10, 2026 Insight Report Free Report Groceryshop 2026 Startup Pitch Competition: Eight Startups to WatchGroceryshop Startup Pitch 2026 profiles innovators using AI and technology to solve key challenges across grocery retail, from efficiency to conversion.
September 10, 2026 Insight Report Premium Capability Outruns Control: The Hugging Face Breach, Kimi K3 and the Shift from Models to Governed Systems—AI IMPACT Insights for September 2026Agentic AI in retail is moving into execution. Explore infrastructure, open models, governance, commerce and workflow transformation in September 2026.
September 9, 2026 Deep Dive Databank Members Amazon Narrows Gap with Walmart but Still Has Ground To Recover: US Consumer Survey InsightsHow are US consumers’ sentiment and spending behavior changing amid the Middle East conflict and rising gasoline prices? We review our latest US consumer data on sentiment and shopping behavior across categories.
September 8, 2026 Event Coverage Free Report Essential Guide to Shoptalk Fall 2026: AI, Brand Storytelling and Customer Insight Shape Retail’s 2027 PrioritiesShoptalk Fall 2026 will spotlight how AI-enabled commerce, brand storytelling and customer understanding are reshaping retail, alongside developments in digital discovery, customer engagement and retail technology.
September 8, 2026 Insight Report Premium Tariff Refunds in 2Q26: Billions Booked by Retailers and Brands, Guidance Split—UpdatedTariff refunds deliver billions in benefits to retailers and brands, with companies taking different approaches to guidance and future refund upside.
September 6, 2026 Analyst Corner Register for Free Access Analyst Corner: Understand Who Shops Where in US Retail, with Aditya KaushikIn this week’s Analyst Corner, Aditya Kaushik, Analyst, explores highlights from our new US shopper profiles, covering several retailers including Amazon and Walmart.
September 3, 2026 Insight Report Premium US Holiday Shopping Starts in August, Even as the Tariff Trigger FadesQuantify how many US shoppers pulled holiday-season purchases into August 2026, and how much of 2025’s tariff-driven urgency has faded from early holiday shopping.
September 2, 2026 Deep Dive Databank Members Who Shops Where? 2026 Shopper Demographics: US Consumer Survey Insights ExtraWe examine who shops at different major US retailers for food and nonfood, as well as offering a closer look at shopper demographics for apparel, footwear and beauty retailers. This US Consumer Survey Insights Extra report takes a deeper dive into our weekly survey data by building shopper profiles.
August 31, 2026 Event Coverage Free Report Essential Guide to Groceryshop 2026: How AI-Powered Shopping, Retail Media and Unified Commerce Are Reshaping Grocery RetailGroceryshop 2026 will spotlight how AI-powered shopping, retail media and unified commerce are reshaping grocery and CPG retail, alongside developments in business operations, consumer expectations and customer engagement.
August 27, 2026 Deep Dive Databank Members Consumer Sentiment Slips Further as Tariffs and Flooding Add Pressure: China Consumer Survey InsightsWe analyze proprietary survey data to track consumer sentiment and financial sentiments in China. This report shows steady optimism in July 2026.
August 25, 2026 Deep Dive Databank Members Pressure on Sentiment, Momentum in Value Retail: US Consumer Survey InsightsHow are US consumers’ sentiment and spending behavior changing amid the Middle East conflict and rising gasoline prices? We review our latest US consumer data on sentiment and shopping behavior across categories.
August 25, 2026 Insight Report Premium August 2026 US Retail Sales Outlook: Forecasting Retail Sales Growth Above 4% Through Year-EndThe US Retail Sales Outlook series from Coresight Research includes proprietary, ML-driven retail sales projections and analysis of the macroeconomic context for retailing.
