Market Navigator: US Retail and E-Commerce—Seizing Opportunities Amid a Changing Landscape

What's Inside

Each Market Navigator report offers an in-depth, data-rich view of a retail, consumer or technology sector and is packed with data on sectors, segments, companies and consumers. Our analysts discuss at greater length the sector themes they are observing and the insights they are forming on their markets. We intend these definitive guides to serve as points of reference to those in the retail ecosystem, guiding readers’ strategic decision-making and assisting them in tapping opportunities and navigating disruption in retail and adjacent industries.

In this Market Navigator, Coresight Research explores the US retail and e-commerce market as a whole. Dive into our report today to gain insights on emerging ideas and opportunities in US retailing, understand the growth trajectory of the market as we head in 2025, and explore the competitive landscape. You’ll discover comprehensive survey data on consumer behavior and preferences. We also discuss critical themes in the market, aligning with our RESET framework.

Key topics covered in this report include the Ozempic economy, the future of physical stores, retail consolidation across the industry, sustainability, and the power of AI (artificial intelligence) and GenAI (generative AI).

Included with this Market Navigator: 

• Grab quick access to charts, data points and conclusions in the presentation download
• Access the data behind key charts and tables in the Excel download

Data in this research report include:

• Total and online market sizes and year-over-year growth rates for the US retail market, 2019–2028E
• US consumer spending on major discretionary categories, broken down by retail goods and services, 2000–2023
• US retail sales, online and total, broken down by sector, 2019–2023
• US revenues for leading offline and online retailers and operating margins, 2019–2023
• Proprietary survey data on how consumers have been changing their shopping habits in response to inflation; the importance of sustainability; and where they are shopping for food and nonfood products, among other topics

Companies mentioned in this report include: Albertsons, Amazon, Burlington Stores, CVS Health, Dollar General, Dollar Tree, Kohl’s, Kroger, Lowe’s, Lululemon Athletica, Macy’s, Sprouts Farmers Market, Target, The Home Depot, The TJX Companies, Urban Outfitters, Walmart

Other relevant research:

• The Research Preview for this report
• Retail 2024: US E-Commerce Technology Trends—Generative AI, Retail Media and Other Revenue-Generating Opportunities To Transform the Online Landscape
• The US Retail Sales Databank features retail sales values and year-over-year growth, in total and by sector, by year and by month. This Databank is updated monthly.
• Access the Coresight Research Retail Industry Databanks for comprehensive, global data on store developments, consumer behavior, financial guidance updates, market sizes and more!
• The Market Sizes Databank offers an overview of key retail market or sector sizes, including Coresight Research projections for future years.
• More reports in the Coresight Research Market Navigator (and Market Outlook) series