Reasons to Read

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.

Companies mentioned in this report include: Amazon, CookUnity, Danone (Oikos), Instacart, Kroger, Lowe’s, Lululemon, Nestlé, Salesforce, Schnucks, Shein, Target, Temu, Ulta Beauty, Urban Outfitters, Walmart, Wayfair, Wesco.