Latest Industry Trends News
Data Centers Surge with AI Demand into 2026
U.S. data center construction hit record levels in 2025, accelerating into 2026 due to AI adoption and high-density compute needs. This shift contrasts with declining office construction amid hybrid work models.
Investors are redirecting capital toward digital infrastructure for long-term value.
Industrial and Logistics Sector Remains Resilient
Demand is normalizing post-pandemic, but healthy fundamentals and cooling supply support positive rent growth. The sector stands as a core strength in commercial real estate entering 2026.
Infrastructure-led growth in tech-enabled logistics is a key trend to watch.
Commercial Real Estate Enters 2026 with Cautious Optimism
65% of leaders expect improved leasing, rents, vacancies, and capital costs per Deloitte survey. Sector divergence persists with leaders like industrial and data centers.
Advice includes prioritizing cash flow durability and quality assets.
E-commerce Drives Holiday Retail Growth at Amazon and Walmart
Amazon's international revenue to outpace North America by 500bps in Q4 2025; Walmart sees 16% US and 21% international e-commerce growth. Online sales outperform brick-and-mortar amid strong dollar benefits.
Consumer spending remains resilient despite mixed revenue expectations.
Market Data Teams Shift to Full Outsourcing Models
2025 saw budgets overrun by rising spend, audits, and licensing; firms move from piecemeal to end-to-end outsourcing. This enables AI-enabled operations and frees teams for value-adding work.
Outcome-based partnerships address interconnected workflows.
US Manufacturing PMI Hits Five-Month Low at 51.8
S&P Global Flash PMI dropped from 52.2 in November, with slowed production and new orders but rising employment. Supplier delivery times lengthened significantly.
Signals moderating growth in industrial trends.
Venture Capital Reorders Toward Software and AI
Global VC allocations from 2019-2025 forecast show software dominance, declines in pharma/biotech and transportation. Q3 2025 marked strong public-market resurgence.
Highlights rising competitive intensity in tech sectors.
Office Sector Faces Prolonged Transition
Construction spending retreats due to hybrid work, tenant shifts, and tight capital. Repricing, flight to quality, and adaptive reuse define 2026 per Counselors of Real Estate.
Bifurcation by quality continues across sectors.
Retail Surprises with Experiential and Omnichannel Trends
Upside from mixed-use, smaller footprints tied to online strategies. Luxury varies: LVMH down 5.2%, others like Ralph Lauren grow.
Holiday season favors online over stores.
2025 Economic Volatility from Tariffs and Shutdowns
GDP grew 1.8% amid disruptions, buoyed by consumer spending and AI infrastructure investments. Payroll growth decelerated due to policy uncertainty.
Sets stage for 2026 trends.
Restaurant Industry Navigates Change and Innovation
2025 defined by tax, legislative shifts, cost management, and tech adaptations. Innovation key to handling evolving consumer demands.
Part of broader consumer trends.
Social Media as Central Consumer Infrastructure
2025 behaviors position social as core to brand journeys and communications. Global trends shape marketing strategies.
Influences retail and e-commerce shifts.