Store openings and closures, market relocations, sale calendars, tax-free rule changes and hall renovations.
The Census Bureau's May report, released June 17, showed retail sales up 0.9% month over month against forecasts near 0.5% — with gasoline and online categories leading.
The Mall at Fox Run closed permanently on January 31, 2026, and its demolition began in May — even as centers like Burlington Mall add tenants and ICSC projects closures easing.
Kohl's reported Q4 net sales down 3.9% on March 10, 2026 and guided fiscal 2026 sales lower, while privately held Nordstrom's off-price Rack chain posts double-digit growth.
The Census Bureau's February advance report, released April 1 after a schedule slip, showed retail sales up 0.6% month over month and 3.7% year over year.
Companies from Nike to Mattel to Levi's have announced tariff-linked price increases in 2026, and about a third of small business owners say tariffs pushed them to raise prices.
Walmart reported fourth-quarter revenue of $190.66 billion on February 19, up 5.6%, with e-commerce up 24% — a reading on where prices and shoppers are heading.