NRF State of Retail & the Consumer

Exploring the health of American consumers and the retail industry.

March 18, 2026 | 1:00 p.m. EDT | Virtual Event



Matthew Shay at NRF's State of Retail and the Consumer event.

Get an inside look at retail’s outlook for 2026

Join us for NRF’s State of Retail & the Consumer, a free virtual event where industry leaders and economists unpack the latest consumer trends and NRF reveals its annual retail sales forecast.

Discover how shifting behaviors and economic forces are shaping the retail landscape —and what it means for your business. Don’t miss this chance to gain actionable insights and stay ahead of the curve.

 

2026 Program Details

Session 1

Retail innovation and impact in 2026

Retail leaders share insights on the forces shaping the retail industry in 2026, evolving consumer demands, and how technology and innovation across supply chains and operations are accelerating retailers’ ability to serve customers and communities.

Bob Eddy

Bob Eddy

Chairman and CEO

BJ’s Wholesale Club

Gene Seroka

Gene Seroka

Executive Director

Port of Los Angeles

Matthew Shay

Matthew Shay

President and CEO

National Retail Federation

Session 2

Consumer trends spotlight

A conversation with consumer trend experts about Gen Z shopping habits and how consumers are using AI in their shopping journeys.

Katherine Cullen

Katherine Cullen

Vice President, Industry and Consumer Insights

National Retail Federation

Rachel Hardy

Rachel Hardy

Director of Consumer Product Marketing

Pinterest

Session 3

NRF's 2026 retail sales forecast

The announcement of NRF’s 2026 retail sales forecast followed by a discussion with industry-leading economists about the outlook for the economy and consumer spending.

Mark Mathews

Mark Mathews

Chief Economist; Executive Director, Research

National Retail Federation

Chad Moutray, Ph.D., CBE

Chad Moutray, Ph.D., CBE

Senior Vice President, Industry Research & Knowledge, and Chief Economist

National Restaurant Association

Joshua Friedlander

Joshua Friedlander

Vice President of Research

U.S. Travel

 

Previous event

NRF State of Retail & the Consumer 2025

NRF’s fifth annual State of Retail & the Consumer on April 2, 2025 explored the health of American consumers and the retail industry with leaders including NRF President and CEO Matthew Shay, NRF Chief Economist Jack Kleinhenz, Ph.D., retail executives from major brands, prominent economists and consumer experts.