Retail 2025: What Will Redefine US Retail?—Coresight Research Predictions

Published – December 2024

Our flagship annual report—part of our Retail 2025 series of outlook reports—details six predictions around trends that Coresight Research expects to transform US retail throughout 2025, a year that we believe will be a time of transition for consumers and retailers alike. From retail media and e-commerce marketplaces to GLP-1 medications and GenAI (generative artificial intelligence), discover the trends you need to stay on top of as we enter the new year.

Data in this research report include:

• Retail media advertising revenue in the US, 2021–2028E
• Estimated global GenAI hardware and applications market size, 2024–2028
• Proprietary survey data on the impact of GLP-1 drugs on US consumers’ habits

Introduction

Six Predictions for US Retail in 2025: Coresight Research Analysis

1. Retail Media, Data Monetization and Retail-as-a-Service as Alternative Revenue Streams
2. E-Commerce Marketplaces To Gain Share of the Retail Landscape
3. Technology in Stores To Drive Productivity and Engaging Experiences
4. (Generative) AI To Revolutionize Retail
5. Impact of GLP-1 Drugs To Demand Retail Reinvention
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

11-page PDF report

Amazon, Costco, Instacart, Kroger, Lululemon Athletica, Nestlé, Shein, Sprouts Farmers Market, Target, Temu, Walmart

1. RETAIL—Six Predictions for US Retail in 2025
2. US Retail Media Advertising Revenue (USD Bil.) and Proportion of Total Digital Advertising (%)
3. Estimated Global GenAI Hardware and Applications Market Size and YoY Growth
4. Proportion of GLP Drug Users and Lifestyle Changes Adopted Since Taking GLP-1 Drugs