Reasons to Read

Discover where US retail is heading—and which companies, channels and consumer trends will define the next phase of growth in this in-depth, data-driven report.

Read this report to find answers to these and other key questions:

• How are shifting consumer spending patterns creating winners and losers across US retail, and what should retailers do about it?
• How should retailers deploy tariff refund capital to drive competitive advantage?
• Which retailers have captured the most retail growth, and what do their strategies have in common?
• How is quick commerce evolving from a convenience premium to a baseline consumer expectation?
• How is the K-shaped consumer economy reshaping demand, and what does this mean for retail strategy?

Companies mentioned in this report include: Ace Hardware, Albertsons Companies, Aldi, Alimentation Couche-Tard, Amazon, American Eagle Outfitters, Apple, Best Buy, BJ’s Wholesale Club, Burlington Stores, ByteDance/TikTok Shop, Costco Wholesale, CVS Health, Dick’s Sporting Goods, Dollar General, Dollar Tree, eBay, Etsy, Family Dollar, Gap, Giant Eagle, H-E-B, The Home Depot, Hy-Vee, Kohl’s, Koninklijke Ahold Delhaize, The Kroger Co., Levi Strauss & Co., Lowe’s Companies, Lululemon Athletica, Macy’s, Meijer, Menards, Nordstrom, PDD Holdings/Temu, Publix Super Markets, Ross Stores, Sephora, Shein, Target, The TJX Companies, Tractor Supply Co., Ulta Beauty, Wakefern Food Corp., Walgreen Co., Walmart, Wayfair and more.

Data in this report include: Retail market and sector sizes and forecasts; retailer revenue and market share trends; analysis of absolute revenue growth by retailer, 2019–2025; store count and total sales area by retailer; sales per store and sales densities; monthly store traffic trends; leading online retailers’ e-commerce revenues and GMV; consumer survey data on where Americans shop for food and nonfood products; category-level online versus in-store purchase penetration; and consumer perceptions of physical stores versus e-commerce across key shopping factors.