Retailer Data

Retail Insider “Policy & Regulation Report”: Affordability Promises Collide With Retail Costs

Retail Insider’s Q2 2026 policy report finds affordability promises colliding with rising compliance, trade, labour and public-safety costs, while grocery property controls and public-store proposals expose how government action is reshaping Canadian retail operations today.

Slate Grocery REIT reports second-quarter results, citing leasing gains and rent growth potential

Completed more than 569,000 square feet of leasing activity during the period as it continued to see rental growth across its U.S. grocery-anchored real estate portfolio.

Premium Brands reports record second-quarter revenue and earnings, revises 2026 outlook

The specialty food producer and distributor said second-quarter revenue reached a record $2.4 billion, up 26.3 per cent, or $495 million, from the same period a year earlier.

SmartCentres reports steady leasing gains in second quarter as occupancy rises, FFO unchanged

The Toronto-based REIT said occupancy reached 98.1 per cent as of June 30, up from the previous quarter.

Leon’s Furniture reports higher net income in second quarter despite lower sales

Revenue declined by $12.9 million from a year earlier, with furniture delivered sales down 4.2 per cent against what the company described as a strong prior-year comparison.

Retail Insider “Marketing & Media Report”: Live Events Shift Attention to Dynamic OOH

Major cultural events are redirecting Canadian retail marketing toward physical spaces. The Q2 2026 report examines how motion-based DOOH, local sports activations, loyalty platforms and measurable sustainability practices are shaping competition for consumer attention across Canada.

Restaurant Brands International reports Q2 results as system-wide sales reach US $12.7 billion

Restaurant Brands International Inc. is one of the world's largest quick service restaurant companies with nearly $49 billion in annual system-wide sales and over 33,000 restaurants in more than 120 countries and territories.

Shopify Q2 results indicate a “monster quarter”

GMV was $115.6 billion, the fifth straight quarter of more than 30% growth. Revenue increased 34% year over year to $3.58 billion.

Canada’s Furniture Market Still Trails U.S. Recovery, Wayfair Results Suggest

Wayfair’s latest results highlight a growing divide between Canada and the U.S., with Canadian furniture demand remaining subdued as American consumers begin returning to the market.

Kits Eyecare reports Q2 2026 results, record revenue

Glasses revenue grew 54.0% to $11.1 million, representing 18.9% of revenue, compared to 14.5%

May Retail Sales Growth Masks Continued Weakness in Discretionary Categories

Canadian retail sales rose 4.0% year over year in May 2026, but JC Williams Group finds that fuel prices and inflation continue to pressure discretionary spending.

RioCan sees committed retail occupancy climb to 98.8% in Q2

Completed 1.0 million square feet of leasing in the Second Quarter, including 0.9 million square feet of renewals.

Retail Insider “Retail Logistics Report”: Optionality Replaces Lean Efficiency

Canadian retailers are redesigning supply chains for recurring disruption, trading some lean efficiency for diversified sourcing, stronger inventory visibility and more flexible fulfilment networks. Retail Insider’s Q2 2026 report examines the operating and competitive implications of this shift.

Employment in retail continues to increase: Statistics Canada

The monthly increase in May was concentrated in food and beverage retailers (+5,100; +1.0%), motor vehicle and parts dealers (+1,100; +0.5%) and general merchandise retailers (+1,000; +0.4%).

Apple Reports Financial Growth in Q3 2026

Apple Inc., an American technology company, announced significant revenue growth for the third quarter of 2026, reporting increases in both product and service sales compared to the previous year.

Gildan reports “strong” Q2 results, net loss of $50 million, announces sale of HanesBrands Australia

Second quarter net sales from continuing operations were $1.58 billion, up 72.3% over the prior year.

Canada Goose reports Q1 Fiscal 2027 results while company expands year-round relevance

“We’re successfully evolving Canada Goose into a year-round luxury brand, with customers engaging across more seasons and categories."

Loblaw reports Q2 revenue growth of 4.1% 

Retail revenue was $15,046 million, an increase of $589 million, or 4.1%.

Primaris REIT announces Q2 2026 results, leasing momentum “exceptionally strong”

At June 30, 2026, approximately 600,000 square feet of former HBC space was leased to high-quality tenants under long-term lease agreements with occupancy dates ranging from early 2027 to mid-2029.

World Cup Drives 35% Increase in International Card Spending in Canada: Visa

Visa says inbound international card spending in Canada rose more than 35% during the opening weeks of the 2026 FIFA World Cup in Toronto and Vancouver.

First Capital REIT reports Q2 financial results, indicating a strong leasing volume

On a quarter-over-quarter and year-over-year basis, total portfolio occupancy decreased 0.1% to 97.1% at June 30, 2026, from 97.2% at March 31, 2026 and June 30, 2025, respectively.

Retail Insider Books & Entertainment Report: Fandom, Community and Experience Reshape the Market

Retail Insider's latest Books & Entertainment Report examines how Canadian retailers are using fandom, community, intellectual property and experiential formats to strengthen customer engagement, with insights into bookstores, collectibles, entertainment venues and evolving consumer behaviour.

Retail Insider Convenience Retail Report: Food-Led Formats and Digital Loyalty Redefine the Channel

Retail Insider's latest Convenience Retail Report examines how foodservice, digital loyalty, beverages and modern store formats are reshaping Canada's convenience sector as operators respond to changing consumer behaviour, evolving revenue sources and growing competition across multiple retail channels.

Retail Insider Jewelry Report: Experience and Accessible Premium Reshape the Market

Retail Insider’s Q2 2026 jewellery report examines how experiential luxury, accessible premium brands, new luxury destinations and lab-grown diamonds are changing competition across the Canadian market.
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