October 1, 2026 Insight Report Premium 2Q26 Retail Inventory Insights: Retailers Become More Selective with Inventory as Imports DeclineOur quarterly US Retail Inventory Insights series analyzes inventory trends in US retail. Discover inventory turnover ratios by sector and for selected major retailers in the second quarter of 2026. Dive into key commentary on inventory trends, planning and challenges, with insights on selective inventory builds, tariff-related costs, demand volatility and inventory productivity.
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.
July 29, 2026 Event Presentation Premium US Retail Outlook: Premium Subscriber Call PresentationDiscover where US retail is heading—and which companies, channels and consumer trends will define the next phase of growth in this in-depth, data-driven report. Find market sizing and forecasts, analysis of themes and market share data,, plus our holiday outlook, in this presentation.
June 28, 2026 Analyst Corner Register for Free Access Analyst Corner: Behind the Low Prices—Assessing Competition in Ultralow-Price E-Commerce, with Abhinav TagoreExplore how ultralow-price e-commerce is evolving as Temu, Shein and Amazon Haul adapt to tighter trade rules and shifting competition.
June 25, 2026 Insight Report Premium 1Q26 Retail Inventory Insights: Inventory Builds Broaden as Traffic Stabilizes and Margin Discipline Becomes More CriticalOur quarterly US Retail Inventory Insights series analyzes inventory trends in US retail. Discover inventory turnover ratios by sector and for selected major retailers in the first quarter of 2026. Dive into key commentary on inventory trends, planning and challenges, with insights on spring inventory builds, tariff and energy-cost risks, K-shaped consumer demand, AI-driven inventory visibility and more.
June 2, 2026 Insight Report Premium Retail’s Tariff Refunds at Risk? US Government To Appeal Universal Refund RulingThe U.S. Department of Justice filed a notice that it will appeal a judge’s authority to instruct universal refunds of tariffs previously collected under the International Emergency Economic Powers Act. What does this mean for retail companies? We explore the details and implications.
April 14, 2026 Infographic Premium Quantifying Tariff Impacts: What Retail Companies Reported in 4Q25—Data GraphicRetail tariff impact across major retailers in 4Q25 highlights margin pressure, pricing actions and sourcing shifts shaping retailer strategy into FY26.
February 26, 2026 Infographic Premium Supreme Court Ruling on Tariffs: Assessing Consumer Awareness and Sentiment—Data GraphicThis infographic presents the results of our quick-response survey conducted on February 22 regarding the Supreme Court’s February 20 tariff ruling. We explore awareness and sentiment, including by income and age.
February 24, 2026 Infographic Premium Tariffs + Consumer Sentiment: A Timeline, 2026—Data GraphicIn this infographic, we present a timeline of tariff-related developments by the US and other nations. We also offer highlights from our proprietary survey findings on US consumers’ sentiment and their perceptions of the impacts of tariffs.
February 20, 2026 Insight Report Premium Return to Uncertainty for Retail: Supreme Court Strikes Down US TariffsWe provide our initial thoughts on the implications for retail of the Supreme Court’s February 20, 2026 decision on tariffs.
January 28, 2026 Deep Dive Databank Members Sentiment, Tariffs and Inflation—What the Consumer Is Thinking: US Consumer Survey InsightsHow are US consumers’ sentiment and shopping behavior changing amid tariffs and rate cuts? We review our latest US consumer data on consumer sentiment, consumers’ perceptions of the impacts of tariffs and consumers’ inflation awareness and responses to inflation.
January 20, 2026 Insight Report Premium 3Q25 Retail Inventory Insights: Execution Discipline Drives Performance into Holiday 2025Our quarterly US Retail Inventory Insights series analyzes inventory trends in US retail. Discover inventory turnover ratios by sector and for selected major retailers in the third quarter of 2025. Dive into key commentary on inventory trends, planning and challenges—with insights on holiday inventory, tariffs, diverging supply chain strategies, AI (artificial intelligence)-driven tools and more.
December 19, 2025 Infographic Premium Quantifying Tariff Impacts: What Retail Companies Reported in 3Q25—Data GraphicWhat have US-focused retailers and brands reported on tariff impacts? In this data graphic, we summarize key financial impacts and commentary from 3Q25 earnings.
December 3, 2025 Deep Dive Databank Members Financial Sentiment Recovers; Tariff Pessimism Improves; Inflationary Trade-Down Persists: US Consumer Survey InsightsHow are US consumers’ sentiment and shopping behavior changing amid new tariffs? We review our latest US consumer data on consumer sentiment, impact of Federal Government Shutdown, consumers’ perceptions of the impacts of tariffs and consumers’ inflation awareness and responses to inflation.
November 4, 2025 Deep Dive Databank Members Financial Sentiment Turns Negative; Tariff Pessimism Deepens; Inflationary Trade-Down Persists: US Consumer Survey InsightsWe examine how US consumer sentiment and shopping habits are evolving under new tariffs, focusing on perceptions of tariff impacts and reactions to inflation.
