Reasons to Read

Quantify who is winning and losing share in a $5.5 trillion US retail market reshaped by consolidation, discounting and digital disruption.

Read this Preview of our forthcoming deep dive on US retailing to discover answers to these and other questions:

• How fast will US retail sales grow in 2026, and when will the market cross $6 trillion?
• Which two retailers have become the first to each capture more than 10% of total US retail sales?
• Which off-price and discount retailers are gaining ground fastest amid persistent inflation?
• How are digital marketplace challengers such as Temu, Shein and eBay reshaping online retail share?
• Where should retailers deploy tariff refund capital to defend and grow market share?

Companies mentioned in this report include: Ace Hardware, Albertsons Companies, Aldi, Alimentation Couche-Tard, Amazon, Best Buy, Big Lots, BJ’s Wholesale Club, Burlington Stores, Chewy, Costco Wholesale, CVS Health, Dick’s Sporting Goods, Dollar General, Dollar Tree, eBay, Etsy, Family Dollar, Gap, Giant Eagle, The Home Depot, Hy-Vee, Kohl’s, The Kroger Co., Lowe’s Companies, Lululemon Athletica, Macy’s, Meijer, Menards, Nordstrom, Temu, Publix Super Markets, Ross Stores, Seven & i Holdings, Shein, Target, The TJX Companies, Tractor Supply Co., Trader Joe’s, Ulta Beauty, Wakefern Food Corp., Walgreen Co., Walmart and Wayfair.

Data in this report include: total US retail sales and year-over-year growth trends; the split between inflation and real (volume) growth in retail sales; and market-share rankings of the top 50 US retailers.