<?xml version="1.0" encoding="UTF-8"?><rss xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:content="http://purl.org/rss/1.0/modules/content/" xmlns:atom="http://www.w3.org/2005/Atom" version="2.0" xmlns:itunes="http://www.itunes.com/dtds/podcast-1.0.dtd" xmlns:googleplay="http://www.google.com/schemas/play-podcasts/1.0"><channel><title><![CDATA[Retail Reasoning: State of Retail (Semi-Annual)]]></title><description><![CDATA[The State of Retail Report: A comprehensive annual macro-economic assessment of the retail industry’s core vital signs.  This is published on an annual basis with a mid year suppliment.]]></description><link>https://www.retailreasoning.com/s/state-of-retail</link><image><url>https://substackcdn.com/image/fetch/$s_!03Mk!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F255d0a66-5403-4a95-acbd-b8287b251c22_1254x1254.png</url><title>Retail Reasoning: State of Retail (Semi-Annual)</title><link>https://www.retailreasoning.com/s/state-of-retail</link></image><generator>Substack</generator><lastBuildDate>Mon, 12 Oct 2026 17:01:51 GMT</lastBuildDate><atom:link href="https://www.retailreasoning.com/feed" rel="self" type="application/rss+xml"/><copyright><![CDATA[David Happe]]></copyright><language><![CDATA[en]]></language><webMaster><![CDATA[retailreasoning@substack.com]]></webMaster><itunes:owner><itunes:email><![CDATA[retailreasoning@substack.com]]></itunes:email><itunes:name><![CDATA[David Happe]]></itunes:name></itunes:owner><itunes:author><![CDATA[David Happe]]></itunes:author><googleplay:owner><![CDATA[retailreasoning@substack.com]]></googleplay:owner><googleplay:email><![CDATA[retailreasoning@substack.com]]></googleplay:email><googleplay:author><![CDATA[David Happe]]></googleplay:author><itunes:block><![CDATA[Yes]]></itunes:block><item><title><![CDATA[State of Retail, Fall 2026 Framework Edition]]></title><description><![CDATA[53 pages. Here's how to get the most out of them.]]></description><link>https://www.retailreasoning.com/p/state-of-retail-fall-2026-framework</link><guid isPermaLink="false">https://www.retailreasoning.com/p/state-of-retail-fall-2026-framework</guid><dc:creator><![CDATA[David Happe]]></dc:creator><pubDate>Fri, 31 Jul 2026 13:49:48 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!NjHd!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff6494c6a-8a79-4875-8a7f-3ca0ff2f07a5_851x709.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<h3>The first edition is below. Two minutes on what it is before you open it.</h3><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!NjHd!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff6494c6a-8a79-4875-8a7f-3ca0ff2f07a5_851x709.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!NjHd!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff6494c6a-8a79-4875-8a7f-3ca0ff2f07a5_851x709.png 424w, https://substackcdn.com/image/fetch/$s_!NjHd!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff6494c6a-8a79-4875-8a7f-3ca0ff2f07a5_851x709.png 848w, https://substackcdn.com/image/fetch/$s_!NjHd!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff6494c6a-8a79-4875-8a7f-3ca0ff2f07a5_851x709.png 1272w, https://substackcdn.com/image/fetch/$s_!NjHd!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff6494c6a-8a79-4875-8a7f-3ca0ff2f07a5_851x709.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!NjHd!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff6494c6a-8a79-4875-8a7f-3ca0ff2f07a5_851x709.png" width="851" height="709" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/f6494c6a-8a79-4875-8a7f-3ca0ff2f07a5_851x709.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:709,&quot;width&quot;:851,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:45938,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:&quot;https://retailreasoning.substack.com/i/209254060?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff6494c6a-8a79-4875-8a7f-3ca0ff2f07a5_851x709.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!NjHd!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff6494c6a-8a79-4875-8a7f-3ca0ff2f07a5_851x709.png 424w, https://substackcdn.com/image/fetch/$s_!NjHd!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff6494c6a-8a79-4875-8a7f-3ca0ff2f07a5_851x709.png 848w, https://substackcdn.com/image/fetch/$s_!NjHd!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff6494c6a-8a79-4875-8a7f-3ca0ff2f07a5_851x709.png 1272w, https://substackcdn.com/image/fetch/$s_!NjHd!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff6494c6a-8a79-4875-8a7f-3ca0ff2f07a5_851x709.png 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image buttonBase-GK1x3M"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg" class="icon-noB79L"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image buttonBase-GK1x3M"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2 icon-noB79L"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p></p><p>You already have more retail data than any generation of executives before you. Census retail sales. BLS price series. Househo&#8230;</p>
      <p>
          <a href="https://www.retailreasoning.com/p/state-of-retail-fall-2026-framework">
              Read more
          </a>
      </p>
   ]]></content:encoded></item></channel></rss>