What's Inside

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

Companies mentioned in this report include: Amazon, Costco, Instacart, Kroger, Lululemon Athletica, Nestlé, Shein, Sprouts Farmers Market, Target, Temu, Walmart

Other relevant research:

• All Coresight Research Retail 2025 reports
• The 4-5-4 US Retail Calendar, 2025–26
• Analyst Corner—Looking Forward to 2025: Why Retail Media Excites Me, with Manik Bhatia
• 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.
• The Market Sizes Databank offers an overview of key retail market or sector sizes, including Coresight Research projections for future years.