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U.S. retail projections have not changed materially compared to July, according to a revised forecast from CoStar, the leading global provider of online real estate marketplaces, information and analytics in the property markets.
Following positive demand and a slowdown in store closures during the third quarter of 2025, the near-term U.S. retail outlook remains unchanged from the previous forecast, which projected a rise in vacancy rates through the first half of 2026, peaking under 4.4% in the latter half of the year.
Though receding, store closures are expected to remain elevated over the coming quarters, with net absorption forecasted to average 3.8 million square feet per quarter in 2026, well below the prior five-year average of 9.8 million.
Posted In: CSGP
