Infographic2026 Sector Outlook: US Retail—Steady Retail Expansion in a More Stable Economic Environment Anand Kumar, Associate Director of Retail Research December 15, 2025 Reasons to ReadOur 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. 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 Other research you may be interested in: Analyst Corner: Holiday Spirit, Bigger Budgets: US Consumers’ Plans for the Fourth of July, Labor Day and the Holiday Season, with Aditya KaushikThree Data Points We’re Watching This Week, Week 19: China and US Consumer Sentiment in FocusTrends and Predictions for 2025 with Updates from CES and NRF: Premium Subscriber Call, January 2025Weekly US and UK Store Openings and Closures Tracker 2025, Week 7: Aldi and Skechers USA Announce Store Expansion Plans; Joann To Close 500 Stores
