Insight Report 11 minutes PremiumUS Retail in the Rest of 2025: Normalized Demand and Leaner Inventories Ahead of a High-Stakes Holiday Season Anand Kumar, Associate Director of Retail Research June 9, 2025 What's InsideAs we approach the second half of 2025, macroeconomic signals in the US remain mixed, but recent retail sales data suggest that consumers are not pulling back; however, they are becoming more intentional, value-conscious and channel-agnostic. We offer 10 predictions for the rest of the year, and outline core economic dynamics that are set to reshape the retail sector in the months ahead. What qualities will set retailers and brands apart? Discover critical insights to stay ahead through 2025. Data in this research report include/are: US retail sales growth, actual and projected, January–December 2025 Companies mentioned in this report are: Aldi, Costco, Temu Other relevant research: Tariffs + Consumer Sentiment: A Timeline, 2025 US Forecast To See Multibillion-Dollar Hit from Falling International Visitor Spend: Another Retail Headwind US Tariffs: Divergence Between Consumer and Business Sentiment and What It Means for Retail Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in: Store Tracker Extra: UK Store Openings and Closures—2024 Review and 2025 OutlookEarnings Insights 1Q25, Week 1: Mixed Results from LVMH, Nestlé, P&G and Others Amid Heightened Tariff Concerns—InfographicThe Impacts of US Tariffs: Assessing Companies’ International Sourcing Exposure by CountryInnovator Profile: Big Sur AI—Boosting Brands’ Profitability with Commerce-First AI Agents
