Deep DiveRetail 2025: US Retail Predictions—Midyear Trends Update Anand Kumar, Associate Director of Retail Research Sector Lead: Anand Kumar, Associate Director of Retail Research July 23, 2025 Reasons to ReadDiscover the six trends reshaping US retail at midyear 2025—from AI breakthroughs to regulatory shifts transforming marketplaces. Read this report to discover answers to these and other questions: How are convenience, pet, and discount retailers driving revenue through retail media networks and retail-as-a-service? Why are domestic e-commerce marketplaces scaling while Shein and Temu face mounting pressure from regulatory change? What’s behind the surge in adoption of in-store technologies like AI-powered carts and checkout systems? How are retailers embedding Generative AI into everything from pricing engines to loyalty programs? In what ways are GLP-1 medications such as Ozempic and Mounjaro driving major shifts in consumer demand for food and fashion? Data in this report include: US retail media advertising revenue and growth; retailer adoption levels of in-store technologies; GenAI use cases and investment outcomes; e-commerce marketplace expansion plans. Companies mentioned in this report include: Amazon, CookUnity, Danone (Oikos), Instacart, Kroger, Lowe’s, Lululemon, Nestlé, Salesforce, Schnucks, Shein, Target, Temu, Ulta Beauty, Urban Outfitters, Walmart, Wayfair, Wesco. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Purchase this report. Buy Now This document was generated for Other research you may be interested in: Singles’ Day 2025 Around the World—Global ObservationsWeekly US Store Openings and Closures Tracker 2025, Week 46: Boll & Branch Nearly Doubles Its Store CountAnalyst Corner—Location, Location, Location: US Regional Shopping Trends with Aditya KaushikFinancial Sentiment Recovers; Tariff Pessimism Improves; Inflationary Trade-Down Persists: US Consumer Survey Insights
