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 report, Coresight Research explores the US retail and e-commerce market in the post-pandemic retail environment. We provide the size and trajectory of the US retail and e-commerce market for 2023 and beyond, as well as critical factors impacting market growth. We also discuss e-commerce penetration, distribution channels, the competitive landscape, key themes and innovators, and blue-sky thinking for the market.

Data in this research report include:

• US retail and e-commerce market size and year-over-year growth rates for 2018–2027E
• Total US retail market sales by channel (online and offline) and sector for 2018–2027E
• Total US online retail sales and year-over-year growth rates for 2018–2027E
• Leading retailers in the US ranked by revenue, e-commerce revenue and total global operating margins for 2018–2022
• Proprietary survey data on where consumers shop for food and nonfood products

Companies mentioned in this report include: Albertsons Companies, Apple, Amazon, Costco Wholesale, CVS Health Corporation, Home Depot, Kroger, Lowe’s Companies, Target Corporation, Walgreens Boots Alliance, Walmart

Other relevant research:

• Market Outlook: US and China E-Commerce—Growth To Slow Post Pandemic
• Five Retail Opportunities Amid Economic Uncertainty
• US Retail and Consumer Outlook, August 2023
• Global Economic Outlook Looking More Positive: What’s New
• More Coresight Research coverage of e-commerce giants such as Alibaba, Amazon and JD.com, as well as the global e-commerce market
• More reports in the Coresight Research Market Navigator (and Market Outlook) series