Retail in the US

TABLE OF CONTENTS

List Of Contents And Tables

Executive Summary

Retail E-Commerce Wins Share as More Offline Stores Close

Key Data Insights

Key Industry Trends

CHART 1 Key Industry Trends for Retail

Industry Performance

Walmart and Marketplaces Capture Spend as Discounters Surge

CHART 2 Amazon Invests in Agentic Ai

Shopify and Openai Partnership Redefines Shopping Journeys

CHART 3 Shopify Turns to Chatgpt

CHART 4 Value Sales 2020-2030

CHART 5 Value Sales by Category 2025

What's Next?

Generative Ai and Social Platforms Are Reshaping Discovery and Loyalty

Private Label Expansion and Value-Led Discovery Could Disrupt Established Players

CHART 6 Forecast Value Sales 2020-2030

CHART 7 Forecast Value Sales by Category 2025-2030

Competitive Landscape

Amazon and Walmart Extend Lead as Agentic Ai Reshapes Discovery

CHART 8 Analyst Insight for Retail

CHART 9 Shopify and Openai Form Partnership

CHART 10 Company Shares 2025

CHART 11 Brand Shares 2025

Operating Environment

Informal Retail

Opening Hours for Physical Retail

• Summary 1 Standard Opening Hours by Channel Type 2025

Seasonality

Christmas

Back to School

Prime Day/Christmas in July

Mother's Day

Economic Context

CHART 12 Economic Context for Retail

Consumer Context

CHART 13 Consumer Context for Retail

CHART 14 Real GDP Growth 2020-2030

CHART 15 Inflation 2020-2030

Country Reports Disclaimer

CONVENIENCE RETAILERS IN THE US

• Key Data Insights
• 2025 Developments
• Economic Pressures Steer Consumers Away From Convenience Stores
• Key Industry Trends
• CHART 16 Key Industry Trends for Convenience Retailers
• Industry Performance
• Forecourt Retailers Outpace Convenience Stores as Consumer Demand Shifts
• Sheetz'S Live Entertainment Draws New Footfall as Foodservice Innovation Accelerates
• CHART 17 Sheetz Launches Sheetzertainment
• CHART 18 Value Sales 2020-2030
• CHART 19 Value Sales by Category 2025
• What's Next?
• Forecourt Retailers Set to Capture Growth as Convenience Stores Continue Decline
• Retailers Should Invest in Food Innovation and Private Label to Defend Relevance
• CHART 20 Forecast Value Sales 2020-2030
• CHART 21 Forecast Value Sales by Category 2025-2030

Competitive Landscape

• 7-Eleven Reinvents Its Offer as Competition Grows
• CHART 22 Analyst Insight for Convenience Retailers
• Getgo Acquisition Fuels Couche-Tard'S Us Ambitions
• CHART 23 Company Shares 2025
• CHART 24 Brand Shares 2025
• Economic Context
• CHART 25 Economic Context for Convenience Retailers
• CHART 26 Real GDP Growth 2020-2030
• CHART 27 Inflation 2020-2030
• Consumer Context
• CHART 28 Consumer Context for Convenience Retailers
• CHART 29 Population 2020-2030
• CHART 30 Population by Generation 2025
• Country Reports Disclaimer

DISCOUNTERS IN THE US

• Key Data Insights
• 2025 Developments
• Discounters on the Rise as Shoppers Seek Valuer
• Key Industry Trends
• CHART 31 Key Industry Trends for Discounters
• Industry Performance
• CHART 32 Grocery Outlet Continues Its Expansion
• Aldi Refreshes Private Label Range to Build Loyalty and Trust
• CHART 33 Aldi Refreshes Its Private Label Range
• High Grocery Prices and Economic Caution Reinforce Value Focus
• CHART 34 Value Sales 2020-2030
• What's Next?
• Private Label Key to Strengthening Customer Loyalty
• Amazon and Walmart Intensify Pressure by Focusing on E-Commerce and Home Delivery
• Grocery Outlet'S Flexible Sourcing Supports Resilience Amid Rising Competition
• CHART 35 Forecast Value Sales 2020-2030

Competitive Landscape

• Aldi Expands Rapidly to Consolidate Its Dominant Position
• CHART 36 Analyst Insight for Discounters
• CHART 37 Company Shares 2025
• CHART 38 Brand Shares 2025
• Economic Context
• CHART 39 Economic Context for Discounters
• CHART 40 Real GDP Growth 2020-2030
• CHART 41 Inflation 2020-2030
• Consumer Context
• CHART 42 Consumer Context for Discounters
• CHART 43 Population 2020-2030
• CHART 44 Population by Generation 2025
• Country Reports Disclaimer

HYPERMARKETS IN THE US

• Key Data Insights
• 2025 Developments
• Hypermarkets Face Growing Pressure From Other Channels
• Key Industry Trends
• CHART 45 Key Industry Trends for Hypermarkets
• Industry Performance
• Agentic Ai Assistants Accelerate the Shift to Convenience and Personalisation
• CHART 46 Walmart Introduces Gen Ai Assistant
• Target Bets on Curated Third-Party Marketplaces for Future Growth
• CHART 47 Target Focuses on Third-Party Marketplace
• CHART 48 Value Sales 2020-2030
• What's Next?
• Walmart Leverages Loyalty and Data to Drive Retail Media Expansion
• Target and Walmart Invest in Unique Brands to Differentiate From Discounters
• Loyalty and New Technology Should Support Resilience as Growth Moderates
• CHART 49 Forecast Value Sales 2020-2030

Competitive Landscape

• Walmart Consolidates Its Lead as Store Growth Slows
• CHART 50 Analyst Insight for Hypermarkets
• CHART 51 Company Shares 2025
• CHART 52 Brand Shares 2025
• Economic Context
• CHART 53 Economic Context for Hypermarkets
• CHART 54 Real GDP Growth 2020-2030
• CHART 55 Inflation 2020-2030
• Consumer Context
• CHART 56 Consumer Context for Hypermarkets
• CHART 57 Population 2020-2030
• CHART 58 Population by Generation 2025
• Country Reports Disclaimer

SUPERMARKETS IN THE US

• Key Data Insights
• 2025 Developments
• Regional Retailers Outperform National Brands as Economic Pressures Hit Home
• Key Industry Trends
• CHART 59 Key Industry Trends for Supermarkets
• Industry Performance
• CHART 60 Sprouts Farmers Market Expands
• Kroger Leverages Data-Driven Insights to Unify Marketing and Boost Loyalty
• CHART 61 Kroger Unifies Its Business Arms
• CHART 62 Value Sales 2020-2030
• What's Next?
• Supermarkets Reposition Private Label to Offset Margin Pressures
• Retail Media and Health Trends Reshape Revenue and Product Strategy
• CHART 63 Forecast Value Sales 2020-2030

Competitive Landscape

• Regional Players Making Significant Inroads
• CHART 64 Analyst Insight for Supermarkets
• Winning the Hearts of Healthy Shoppers: Sprouts Farmers Market Adopts Expansion Playbook
• CHART 65 Company Shares 2025
• CHART 66 Brand Shares 2025
• Economic Context
• CHART 67 Economic Context for Supermarkets
• CHART 68 Real GDP Growth 2020-2030
• CHART 69 Inflation 2020-2030
• Consumer Context
• CHART 70 Consumer Context for Supermarkets
• CHART 71 Population 2020-2030
• CHART 72 Population by Generation 2025
• Country Reports Disclaimer

SMALL LOCAL GROCERS IN THE US

• Key Data Insights
• 2025 Developments
• Snap Funding Freeze Leaves Rural Grocers Vulnerable to Price Pressure
• Industry Performance
• Independents Struggle to Remain Viable as Price Competition Rises
• CHART 73 Value Sales 2020-2030
• What's Next?
• Snap-Dependent Grocers Face Deepening Instability as Rural Outlets Disappear
• Digital Lag and Consolidation Accelerate the Retreat of Independents
• CHART 74 Forecast Value Sales 2020-2030
• Economic Context
• CHART 75 Economic Context for Small Local Grocers
• CHART 76 Real GDP Growth 2020-2030
• CHART 77 Inflation 2020-2030
• Consumer Context
• CHART 78 Consumer Context for Small Local Grocers
• CHART 79 Population 2020-2030
• CHART 80 Population by Generation 2025
• Country Reports Disclaimer

GENERAL MERCHANDISE STORES IN THE US

• Key Data Insights
• 2025 Developments
• Saks Accelerates Consolidation as Department Stores Face Mounting Pressure
• Key Industry Trends
• CHART 81 Key Industry Trends for General Merchandise Stores
• Industry Performance
• Dollar General Leverages Delivery Partnerships to Expand Reach
• CHART 82 Delivery and Digital Innovation Drive Growth
• CHART 83 Value Sales 2020-2030
• CHART 84 Value Sales by Category 2025
• What's Next?
• Dollar Tree Draws Affluent Shoppers as Price Tiers Expand
• Nordstrom'S Privatisation Enables Bold Reinvention but Challenges Remain
• CHART 85 Forecast Value Sales 2020-2030
• CHART 86 Forecast Value Sales by Category 2025-2030

Competitive Landscape

• Dollar General Expands Digital Reach as Rivals Retreat
• CHART 87 Analyst Insight for General Merchandise Stores
• Exit of 99 Cents Only Stores Creates a Power Vacuum
• CHART 88 Department Stores Consolidation Deepens
• CHART 89 Company Shares 2025
• CHART 90 Brand Shares 2025
• Economic Context
• CHART 91 Economic Context for General Merchandise Stores
• CHART 92 Real GDP Growth 2020-2030
• CHART 93 Inflation 2020-2030
• Consumer Context
• CHART 94 Consumer Context for General Merchandise Stores
• CHART 95 Population 2020-2030
• CHART 96 Population by Generation 2025
• Country Reports Disclaimer

APPAREL AND FOOTWEAR SPECIALISTS IN THE US

• Key Data Insights
• 2025 Developments
• Tariff Shifts Drive Price Rises and Sourcing Changes
• Key Industry Trends
• CHART 97 Key Industry Trends for Apparel and Footwear Specialists
• Industry Performance
• Ai-Led Journeys and Social Commerce Accelerate Demand Shifts
• CHART 98 Social Commerce Reimagines Fashion Discovery and Demand
• CHART 99 Value Sales 2020-2030
• What's Next?
• Ross and Tj Maxx Attract Value Shoppers While Premium Names Thrive at the Top
• Tariff Pressures Prompt Consolidation and Global Supply Chain Restructuring
• Ai Transforms Discovery and Purchase While Reshaping Brand Engagement
• CHART 100 Forecast Value Sales 2020-2030

Competitive Landscape

• Ross Expands Store Network to Capture Value-Driven Shoppers
• CHART 101 Analyst Insight for Apparel and Footwear Specialists
• Emerging Rivals Tighten the Squeeze on Lululemon
• CHART 102 A Tough Year for Lululemon
• CHART 103 Company Shares 2025
• CHART 104 Brand Shares 2025
• Economic Context
• CHART 105 Economic Context for Apparel and Footwear Specialists
• CHART 106 Real GDP Growth 2020-2030
• CHART 107 Inflation 2020-2030
• Consumer Context
• CHART 108 Consumer Context for Apparel and Footwear Specialists
• CHART 109 Population 2020-2030
• CHART 110 Population by Generation 2025
• Country Reports Disclaimer

APPLIANCES AND ELECTRONICS SPECIALISTS IN THE US

• Key Data Insights
• 2025 Developments
• Apple and Best Buy Redefine In-Store Experiences to Counter E-Commerce Pressure
• Key Industry Trends
• CHART 111 Key Industry Trends for Appliances and Electronics Specialists
• Industry Performance
• CHART 112 Best Buy Partners with IKEA
• Market Sees Increasing Consolidation as Conn's Exits the Us
• CHART 113 Value Sales 2020-2030
• What's Next?
• Third-Party Marketplaces Set to Outpace Store-Based Rivals with Aggressive Pricing
• Tariff Volatility and Delayed Replacement Cycles Suppress Demand for Big-Ticket Items
• CHART 114 Forecast Value Sales 2020-2030

Competitive Landscape

• Apple Accelerates Share Gains as Rivals Exit and Best Buy Retrenches
• CHART 115 Analyst Insight for Appliances and Electronics Specialists
• Apple Cements Its Lead through Innovation and Investment as Other Players Struggle
• CHART 116 Apple Commits to Usd600 Billion Investment
• CHART 117 Company Shares 2025
• CHART 118 Brand Shares 2025
• Economic Context
• CHART 119 Economic Context for Appliances and Electronics Specialists
• CHART 120 Real GDP Growth 2020-2030
• CHART 121 Inflation 2020-2030
• Consumer Context
• CHART 122 Consumer Context for Appliances and Electronics Specialists
• CHART 123 Population 2020-2030
• CHART 124 Population by Generation 2025
• Country Reports Disclaimer

HEALTH AND BEAUTY SPECIALISTS IN THE US

• Key Data Insights
• 2025 Developments
• Rite Aid'S Bankruptcy Accelerates the Consolidation of Pharmacies and Forces More Outlet Closures
• Key Industry Trends
• CHART 125 Key Industry Trends for Health and Beauty Specialists
• Industry Performance
• CHART 126 Rite Aid's 2025 Bankruptcy Leads to Consolidation
• Pharmacies Maintain Dominance as Health and Personal Care Stores Lose Sales to E-Commerce
• Ulta and Sephora Embrace Third-Party Marketplaces to Counter E-Commerce Disruption
• CHART 127 Value Sales 2020-2030
• CHART 128 Value Sales by Category 2025
• What's Next?
• Sephora Deepens Shop-In-Shop Partnerships to Counter Online Disruption
• Ai-Powered Discovery and Wellness Positioning Fuel Differentiation
• CHART 129 Forecast Value Sales 2020-2030
• CHART 130 Forecast Value Sales by Category 2025-2030

Competitive Landscape

• Cvs and Ulta Drive Consolidation as Rivals Exit the Market
• CHART 131 Analyst Insight for Health and Beauty Specialists
• CHART 132 Ulta Launches Third-Party Marketplace
• E-Commerce Surge Reshapes the Market for Vitamins and Dietary Supplements
• CHART 133 Company Shares 2025
• CHART 134 Brand Shares 2025
• Economic Context
• CHART 135 Economic Context for Health and Beauty Specialists
• CHART 136 Real GDP Growth 2020-2030
• CHART 137 Inflation 2020-2030
• Consumer Context
• CHART 138 Consumer Context for Health and Beauty Specialists
• CHART 139 Population 2020-2030
• CHART 140 Population by Generation 2025
• Country Reports Disclaimer

HOME PRODUCTS SPECIALISTS IN THE US

• Key Data Insights
• 2025 Developments
• A Challenging Year for Home Products Specialists Due to Economic Headwinds
• Key Industry Trends
• CHART 141 Key Industry Trends for Home Products Specialists
• Industry Performance
• Ikea and Williams-Sonoma Boost Store Experience as Physical Retail Pivots
• CHART 142 Ikea Partners with Best Buy
• Ace Hardware Expands Nationwide Delivery to Unlock New Growth Opportunities
• CHART 143 Ace Hardware Scales Delivery for Growth
• CHART 144 Value Sales 2020-2030
• CHART 145 Value Sales by Category 2025
• What's Next?
• Value and Premium Players Reshape Pet and Homewares Spending
• Tariff-Driven Polarisation Pushes Retailers to Consolidate or Specialise
• CHART 146 Forecast Value Sales 2020-2030
• CHART 147 Forecast Value Sales by Category 2025-2030

Competitive Landscape

• Home Depot Capitalises on Competitor Exits to Extend Lead
• CHART 148 Analyst Insight for Home Products Specialists
• Rh Outpaces Rivals by Investing in Its Brand and New Experiences
• CHART 149 Company Shares 2025
• CHART 150 Brand Shares 2025
• Economic Context
• CHART 151 Economic Context for Home Products Specialists
• CHART 152 Real GDP Growth 2020-2030
• CHART 153 Inflation 2020-2030
• Consumer Context
• CHART 154 Consumer Context for Home Products Specialists
• CHART 155 Population 2020-2030
• CHART 156 Population by Generation 2025
• Country Reports Disclaimer

DIRECT SELLING IN THE US

• Key Data Insights
• 2025 Developments
• Direct Selling Is in Danger of Losing Relevance
• Key Industry Trends
• CHART 157 Key Industry Trends for Direct Selling
• Industry Performance
• Mary Kay Leverages Social Platforms to Connect with Younger Shoppers
• CHART 158 Mary Kay Turns to Social to Target Younger Consumers
• CHART 159 Value Sales 2020-2030
• CHART 160 Value Sales by Category 2025
• What's Next?
• Amway Expands Holistic Wellness Focus as Glp-1 Reshapes Demand
• Affiliate Marketers Outpace Traditional Consultants as Social Commerce Evolves
• Healthy Ageing Offers New Growth Avenues
• CHART 161 Forecast Value Sales 2020-2030
• CHART 162 Forecast Value Sales by Category 2025-2030

Competitive Landscape

• Mary Kay Strengthens Position as Girl Scouts Accelerates Share Gains
• CHART 163 Company Shares 2025
• CHART 164 Brand Shares 2025
• Economic Context
• CHART 165 Economic Context for Direct Selling
• CHART 166 Real GDP Growth 2020-2030
• CHART 167 Inflation 2020-2030
• Consumer Context
• CHART 168 Consumer Context for Direct Selling
• CHART 169 Population 2020-2030
• CHART 170 Population by Generation 2025
• Country Reports Disclaimer

VENDING IN THE US

• Key Data Insights
• 2025 Developments
• Vending Meets the Evolving Needs of the Market
• Industry Performance
• Drinks and Tobacco Machines Drive Value, While Appliances and Electronics Surge
• Refrigerated Machines Shift Vending Towards Health and Freshness
• CHART 171 Value Sales 2020-2030
• CHART 172 Value Sales by Category 2025
• What's Next?
• Food Will Remain Key to Growth as the Vending Offer Expands
• Health and Beauty Vending Full of Potential as Consumer Needs Diversify
• Premiumisation and New Technology Present Opportunities for Growth
• CHART 173 Forecast Value Sales 2020-2030
• CHART 174 Forecast Value Sales by Category 2025-2030
• Economic Context
• CHART 175 Economic Context for Vending
• CHART 176 Real GDP Growth 2020-2030
• CHART 177 Inflation 2020-2030
• Consumer Context
• CHART 178 Consumer Context for Vending
• CHART 179 Population 2020-2030
• CHART 180 Population by Generation 2025
• Country Reports Disclaimer

RETAIL E-COMMERCE IN THE US

• Key Data Insights
• 2025 Developments
• E-Commerce Sees Slower Growth in 2025 Due to Economic and Policy Headwinds
• Key Industry Trends
• CHART 181 Key Industry Trends for Retail E-Commerce
• Industry Performance
• Tiktok Shop and Sephora Drive Social Shopification
• CHART 182 My Sephora Appeals to the Creator Economy
• Shopify and Openai Partnership Redefines Discovery and Conversion in Conversational Commerce
• CHART 183 Shopify and Openai Announce Partnership
• CHART 184 Value Sales 2020-2030
• CHART 185 Value Sales by Category 2025
• What's Next?
• Players Set to Leverage Ai and Agentic Tools to Capture Future Gains
• Sam's Club and Chatgpt Shape New Retail Journeys with Phygital and Agentic Ai
• CHART 186 Forecast Value Sales 2020-2030
• CHART 187 Forecast Value Sales by Category 2025-2030

Competitive Landscape

• Amazon and Walmart Extend Their Lead as Rivals Lose Momentum
• CHART 188 Analyst Insight for Retail E-Commerce
• Policy Shocks Slow the Advance of E-Commerce Disruptors
• CHART 189 Company Shares 2025
• CHART 190 Brand Shares 2025
• Economic Context
• CHART 191 Economic Context for Retail E-Commerce
• CHART 192 Real GDP Growth 2020-2030
• CHART 193 Inflation 2020-2030
• Consumer Context
• CHART 194 Consumer Context for Retail E-Commerce
• CHART 195 Population 2020-2030
• CHART 196 Population by Generation 2025
• Country Reports Disclaimer