Retail 2025: US Retail Predictions—Midyear Trends Update

Published – July 2025

Discover 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.

Introduction

US Retail 2025 Predictions—Midyear Update: Coresight Research Analysis

1. Retail Media, Data Monetization and RaaS
2. E-Commerce Marketplaces
3. In-Store Technology
4. Generative AI
5. GLP-1 Drugs
6. Leading with Data and Unified Commerce

What We Think

• Implications for Brands and Retailers
• Implications for Real Estate Companies
• Implications for Technology Vendors

Notes and Methodology

8-page PDF report

Amazon, CookUnity, Danone (Oikos), Instacart, Kroger, Lowe’s, Lululemon, Nestlé, Salesforce, Schnucks, Shein, Target, Temu, Ulta Beauty, Urban Outfitters, Walmart, Wayfair, Wesco.

1. Midyear 2025 Momentum Check: Direction and Progress of Six Key Retail Trends
2. US Retail Media Advertising Revenue (USD Bil.) and YoY Growth (%)
3. US and Europe: Adoption Levels of Store Intelligence Technologies (% of Respondents)