U.S. retail sales growth is expected to slow to 3.5% in 2026, while key Western European markets are forecast to land in the low single digits, according to Bain & Company, which sees moderate unit growth and rising prices. The U.S. figure, which puts total sales at $5.3 trillion, represents a 500 b.p. slowdown from Bain’s estimated 4.0% growth in ‘25. Inflation will account for between 2.6% and 3.0% of the total. The top line could face pressure from a “flight to value” as consumers trade down to private-label and lower-priced ... Log in to view full article.