Reasons to Read

Our 2026 Sector Outlook data graphics provide forward-looking data, insights and conclusions for US retail sectors. Across the series of 10 snapshots, we cover US retail (overall); apparel and footwear; beauty; consumer packaged goods (CPG); department stores; drugstores; grocery; home and home improvement; luxury; and mass merchandisers, warehouse clubs and discount stores.

Discover the forces reshaping US drugstore retail in 2026.

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

  • How is the US drugstore and pharmacies market projected to grow in 2026, and what macro factors could influence consumer spending?
  • What are the key sector drivers and challenges?
  • Which trends are set to shape consumer behavior and retail strategies?
  • What surprising factors are influencing shoppers?

Companies mentioned in this report include: Walmart, CVS Health, Walgreens, Amazon, Kroger, Albertsons Companies

Data in this report include: US drugstore and pharmacies market size and growth forecasts; category growth performance; consumer behavior trends; and shopper sentiment convenience.

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Reasons to Read

Our 2026 Sector Outlook data graphics provide forward-looking data, insights and conclusions for US retail sectors. Across the series of 10 snapshots, we cover US retail (overall); apparel and footwear; beauty; consumer packaged goods (CPG); department stores; drugstores; grocery; home and home improvement; luxury; and mass merchandisers, warehouse clubs and discount stores.

Discover how science, AI and wellness are reshaping the future of US beauty retail in 2026.

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

  • How are AI technologies transforming both beauty product development and retail experiences across major players?
  • Why are science-backed ingredients and clinically validated formulations becoming central to innovation strategies?
  • In what ways is the aging US population driving long-term demand in skincare and related categories?
  • What’s behind the continued rise of fragrance, and how are retailers using it to capture Gen-Z and premium demand?

Companies mentioned in this report include: Ulta Beauty, L’Oréal, Estée Lauder, e.l.f. Beauty, Coty, Bath & Body Works, Beiersdorf.

Data in this report include: growth forecasts for the US beauty sector; AI implementation in retail and product innovation; category growth trends in skincare, fragrance and wellness; consumer behavior across social commerce and omnichannel fulfillment.

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Reasons to Read

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

  • How does AWS claim to instantly modernize legacy software across any language, codebase, or framework?
  • What are Frontier Agents, and why do they represent a leap forward in autonomous, scalable AI?
  • How do updates to Amazon and SageMaker platforms accelerate model customization and agent development?
  • What new AgentCore functions support quality control, memory retention, and regulatory compliance in AI agents?
  • In what ways is Amazon deploying agentic AI to transform business functions like product development, marketing, and supply chain?

Companies mentioned in this report include: Amazon and AWS

Data in this report include: transformation capabilities of legacy software; performance attributes of Frontier agents; platform enhancements for model fine-tuning and agent development; monitoring and memory functions of AgentCore; applications of agentic AI across business operations.

Other relevant research:

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Reasons to Read

Our 2026 Sector Outlook data graphics provide forward-looking data, insights and conclusions for US retail sectors. Across the series of 10 snapshots, we cover US retail (overall); apparel and footwear; beauty; consumer packaged goods (CPG); department stores; drugstores; grocery; home and home improvement; luxury; and mass merchandisers, warehouse clubs and discount stores.

Discover how value, health, and AI are reshaping the US grocery sector in 2026.

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

  • How are alternative grocery channels, like mass merchandisers and discount stores, impacting traditional grocers’ market share?
  • Why is private-label growth becoming a key driver of retailer success, enhancing margins and consumer loyalty?
  • How will AI, data and automation improve pricing, supply chain efficiency and labor scheduling for grocery retailers?
  • What’s the influence of health-driven consumer trends, such as the rise of GLP-1 medications, on grocery product demand?
  • How will ongoing tariff challenges affect grocery pricing and sourcing in 2026?

Companies mentioned in this report include: Amazon, Walmart, Aldi and Fresh Thyme.

Data in this report include: US grocery retail market size and growth forecasts, consumer behavior shifts due to inflation.

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Reasons to Read

Our 2026 Sector Outlook data graphics provide forward-looking data, insights and conclusions for US retail sectors. Across the series of 10 snapshots, we cover US retail (overall); apparel and footwear; beauty; consumer packaged goods (CPG); department stores; drugstores; grocery; home and home improvement; luxury; and mass merchandisers, warehouse clubs and discount stores.

Discover how economic stability, evolving consumer behaviors, and technological innovations are reshaping the US retail and e-commerce sector in 2026.

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

  • How are shifts in consumer sentiment and economic conditions, such as a steady GDP growth, impacting retail consumption?
  • What role will e-commerce continue to play in the retail landscape, and how will online retail grow in share of total retail sales?
  • Why is AI-driven automation, data analytics and retail media becoming crucial to sustaining profitability in a competitive retail market?
  • How is the rise of GLP-1 medications influencing consumer behaviors in key sectors like food and apparel?
  • How will the changes in interest rates, housing markets and inflation affect discretionary spending in 2026?

Companies mentioned in this report include: Ahold Delhaize, Aldi, Danone, Dollar General, TJX Companies and Walmart

Data in this report include: US retail and e-commerce market growth forecasts, consumer behavior trends and sector performance projections.

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Reasons to Read

Welcome to Analyst Corner! Every Sunday, a member of the Coresight Research team shares insights on recent or upcoming research and their perspectives on the most compelling trends shaping retail.

This week, Charlie Poon, Analyst at Coresight Research, explores the true pace of agentic commerce—AI-driven shopping powered by intelligent agents—and presents three key consumer gauges that will determine how quickly this transformation takes hold.

We also spotlight our latest research from the past week.

  • For a deeper dive, premium subscribers should read our full report series on agentic commerce, including guidance for how retailers can make their products visible and shoppable in AI-driven ecosystems.

Other relevant research:

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Reasons to Read

Our Sector Focus data graphics feature the latest survey findings on US retail sectors and categories. Dive into the US off-price sector in this graphic.

Head to our US Consumer Survey Insights Databank for the full selection of data from our quarterly sector surveys.

Find our full selection of US Consumer Survey Insights reports and data graphics here.

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Reasons to Read

Explore the latest trends in the US consumer packaged goods (CPG) market, based on real-world sales data. In the latest four-week period, the beauty category continued to grow rapidly, continuing a trend seen through 2025.

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

  • How CPG e-commerce growth has moderated and how it compares to the prior quarter’s performance.
  • How growth rates are shaping up in CPG sectors—food & beverages, health & beauty, and general merchandise & homecare—in the holiday quarter.
  • Why the beauty category is maintaining its leadership in growth, with both online and total sales posting strong numbers.

Data in this report include: e-commerce vs. in-store sales growth by department; category-level performance within food, beauty, and general merchandise.

Other relevant research:

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Reasons to Read

Keep updated on the latest trends in the UK retail sector, where the number of new store openings is still outpacing closures in 2025.

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

  • Which retailers have been responsible for the rise in openings and closures this week, and what factors are influencing these decisions?
  • How do the store openings and closures in 2025 compare to 2024, and what are the key trends driving the year‑on‑year changes?

Companies mentioned in this report include: Holland & Barrett, Home Bargains, Miniso and Watches of Switzerland

Data in this report include: weekly totals of UK store closures and openings for 2025 and 2024; retailer-level breakdowns of announced versus confirmed closures/openings.

Other relevant research:

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Reasons to Read

Find out which retailers are driving the increase in US store closures in 2025 and which ones are still growing their presence.

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

  • Which retailers have been at the forefront of the most recent store closures and openings across the US?
  • How do the trends in store closures and openings in 2025 compare to those in 2024, and what insights can be drawn from these patterns?

Companies mentioned in this report include: American Eagle Outfitters, Best Buy, Cole Haan, Dollar General, Dollar Tree, Tilly’s and Watches of Switzerland

Data in this report include: weekly totals of US store closures and openings for 2025 and 2024; retailer-level breakdowns of announced versus confirmed closures/openings; total store counts by retailer; total US retail bankruptcies year to date.

Other relevant research:

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Reasons to Read

The Weekly US Consumer Sentiment Infographic series from Coresight Research provides a one-page data graphic on US consumers’ sentiment toward personal financial prospects and economic prospects.

Data in this infographic are:

  • US consumers’ expectations for the economy overall and for their own personal financial situation over the next 12 months—the latest six months of weekly trend data
  • Selected callouts on key changes and data points

Other relevant research:

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Reasons to Read

The Coresight Research monthly China Consumer Survey Insights series takes a regular temperature check on Chinese consumers’ behaviors and sentiment, based on exclusive proprietary survey data.

In this research report, we present findings from our latest weekly surveys, with the most recent undertaken on November 24, 2025. We spotlight developments in consumer sentiment on the economic and financial outlooks.

Read this report to discover answers to these key questions:

  • How has consumer sentiment in China evolved in November, and what do recent peaks in optimism indicate about consumer expectations for the upcoming retail season?
  • What role did Singles’ Day play in shaping short-term optimism, and how do the post-event dips reflect evolving consumer confidence?
  • What are the key consumer behaviors and purchase trends observed in the weeks leading up to and after Singles’ Day?

Data in this research report includes:

  • Consumers’ expectations for economic conditions and personal finances over the next 12 months, showing how optimism has evolved.
  • Changes in personal financial situations compared to 12 months ago, shedding light on shifts in consumer wealth perceptions.
  • Consumer activities over the past two weeks, highlighting engagement levels and emerging trends.
  • Purchasing behaviors, with insights into what consumers are buying in-store and online during the survey period.

Other relevant research:

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Discover which retailers are outperforming-and underdelivering-as value, digital, and specialty strategies reshape earnings momentum.

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

  • Which retailers led 3Q25 growth, and how did Alibaba and specialty apparel outperform amid macro uncertainty?
  • What drove Best Buy’s return to growth, and how is electronics demand shifting in response to consumer sentiment and tech cycles?
  • Why did Kohl’s and Petco underperform, and what do their revised outlooks reveal about consumer spending pressure?
  • How is Alibaba leaning into AI and cloud despite short-term profitability volatility, and what signals is it sending about future e-commerce strategy?
  • What are the common strategies among winning specialty apparel brands like Abercrombie, Burlington, DICK’S, and Urban Outfitters?

Companies mentioned in this report include: Abercrombie & Fitch, Alibaba, Best Buy, Bosideng, Burlington Stores, DICK’S Sporting Goods, Kohl’s, Petco, Urban Outfitters, and many others across apparel, electronics, e-commerce, and general merchandise sectors.

Data in this report include: US retail sales growth and inferred real growth; company-level revenue, comps, and EPS vs. consensus; category performance by region and channel; digital traffic and store expansion data.

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Reasons to Read

Explore how creativity, technology, and intelligence are converging to redefine the future of retail. This presentation examines the rise of creative intelligence and its impact on how brands engage consumers, build emotional connection, and drive growth. It highlights real-world applications across commerce, the evolving role of AI in creative strategy, and what this shift means for leadership in an increasingly dynamic retail landscape.

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Reasons to Read

Understand trends in US retail and logistics holiday hiring—including 2025 and multiyear data—in this data graphic.

Discover:

  • How holiday hiring totals have changed each year, 2013–2025, and what major changes we have seen this year
  • How holiday hiring has changed at selected major retailers and logistics firms during 2013–2025
  • What’s driving changes in holiday hiring in 2025

Find our full data set on holiday hiring, by company, in our US Holiday Retail 2025 Databank.

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