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Balanced US retail performance is forecast as market dynamics shift

Limited supply additions help to offset pressure from store closings
Eddie Bauer recently said it will close all stores as part of its third bankruptcy filing. The bankruptcy only applies to the company's brick-and-mortar stores; the retailer's e-commerce and wholesale operations will remain in operation.  (Getty)
Eddie Bauer recently said it will close all stores as part of its third bankruptcy filing. The bankruptcy only applies to the company's brick-and-mortar stores; the retailer's e-commerce and wholesale operations will remain in operation. (Getty)
CoStar Analytics
February 12, 2026 | 10:58 P.M.

The U.S. retail property market entered 2026 on firmer footing, following a turbulent first half of 2025 marked by elevated store closings and more space vacated than newly occupied.

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News | Balanced US retail performance is forecast as market dynamics shift