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Retail E-Commerce Wins Share as More Offline Stores Close
Retail in the US in 2025 demonstrated resilience despite muted value growth of 2%, as persistent inflation and slowing GDP growth weighed on consumer sentiment. While this performance lagged behind the robust expansion observed in other high-growth economies, the US retail environment remained attractive due to its scale, diversity of channels, and rapid innovation in digital commerce. Success in this competitive landscape now hinges on the ability to adapt to accelerating shifts in purchasing behaviour, especially as generative artificial intelligence (AI) and social commerce fundamentally redefine how products are discovered and bought. Brands seeking to capture growth must invest in visibility within AI-driven ecosystems, differentiate through value and private label innovation, and build engagement across digital-first and value-led channels, as traditional offline formats face ongoing pressure from evolving consumer priorities.
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Overview:
Understand the latest market trends and future growth opportunities for the Retail industry in USA with research from Euromonitor International's team of in-country analysts – experts by industry and geographic specialisation.
Key trends are clearly and succinctly summarised alongside the most current research data available. Understand and assess competitive threats and plan corporate strategy with our qualitative analysis, insight and confident growth projections.
Data and analysis in this report provides further detailed coverage dedicated to the following key categories, where applicable:
- Convenience Stores
- Discounters
- Hypermarkets
- Supermarkets
- Traditional Grocery Retailers
- Apparel and Footwear Specialist Retailers
- Electronics and Appliance Specialist Retailers
- Health and Beauty Specialist Retailers
- Home and Garden Specialist Retailers
- Department Stores
- Variety Stores
- Warehouse Clubs
- Direct Selling
- Homeshopping
- Vending
If you're in the Retail industry in USA, our research will help you to make informed, intelligent decisions; to recognise and profit from opportunity, or to offer resilience amidst market uncertainty.
The Retail in USA report includes:
- Analysis of key retail trends
- Detailed segmentation of offline and online retail sales
- Historic channel sizes (retail value sales, outlet counts, and selling space)
- Company and brand market shares (retail value sales and outlet counts)
- Five year forecasts of market trends and market growth
- Robust and transparent research methodology, conducted in-country
This report answers:
- What is the market size of Retail in USA?
- Which are the leading retailers in Retail in USA?
- How are products distributed in Retail in USA?
- How is the rise of e-commerce and the expansion of modern grocery retail impacting traditional retail?
- How significant are discounters and private label in USA?
- To what extent are sales shifting towards digital channels?
- What is the long-term outlook for bricks-and-mortar?
- How is macroeconomic and political uncertainty affecting the retail industry?
- What types of retailers are seeing the fastest growth in digital sales?
- What is the future of retail?
Retail in the US
Retail E-Commerce Wins Share as More Offline Stores Close
Key Data Insights
Chart 1 Key Industry Trends for Retail
Retail E-Commerce Wins Share as More Offline Stores Close
Walmart and Marketplaces Capture Spend as Discounters Surge
Chart 2 Amazon Invests in Agentic Ai
Shopify and Openai Partnership Redefines Shopping Journeys
Chart 3 Shopify Turns to Chatgpt
Chart 4 Value Sales 2020-2030
Generative Ai and Social Platforms Are Reshaping Discovery and Loyalty
Private Label Expansion and Value-Led Discovery Could Disrupt Established Players
Chart 5 Forecast Value Sales 2020-2030
Chart 6 Forecast Value Sales by Category 2025-2030
Amazon and Walmart Extend Lead as Agentic Ai Reshapes Discovery
Chart 7 Analyst Insight for Retail
Chart 8 Shopify and Openai Form Partnership
Chart 9 Company Shares 2025
Chart 10 Brand Shares 2025
Informal Retail
Opening Hours for Physical Retail
Summary 1 Standard Opening Hours by Channel Type 2025
Seasonality
Christmas
Back to School
Prime Day/Christmas in July
Mother’s Day
Chart 11 Economic Context for Retail
Chart 12 Consumer Context for Retail
Chart 13 Real GDP Growth 2020-2030
Chart 14 Inflation 2020-2030
Convenience Retailers in the US
Key Data Insights
Economic Pressures Steer Consumers Away From Convenience Stores
Chart 15 Key Industry Trends for Convenience Retailers
Economic Pressures Steer Consumers Away From Convenience Stores
Forecourt Retailers Outpace Convenience Stores as Consumer Demand Shifts
Sheetz’S Live Entertainment Draws New Footfall as Foodservice Innovation Accelerates
Chart 16 Sheetz Launches Sheetzertainment
Chart 17 Value Sales 2020-2030
Chart 18 Value Sales by Category 2025
Forecourt Retailers Set to Capture Growth as Convenience Stores Continue Decline
Retailers Should Invest in Food Innovation and Private Label to Defend Relevance
Chart 19 Forecast Value Sales 2020-2030
Chart 20 Forecast Value Sales by Category 2025-2030
7-Eleven Reinvents Its Offer as Competition Grows
Chart 21 Analyst Insight for Convenience Retailers
Getgo Acquisition Fuels Couche-Tard’S Us Ambitions
Chart 22 Company Shares 2025
Chart 23 Brand Shares 2025
Chart 24 Economic Context for Convenience Retailers
Chart 25 Real GDP Growth 2020-2030
Chart 26 Inflation 2020-2030
Chart 27 Consumer Context for Convenience Retailers
Chart 28 Population 2020-2030
Chart 29 Population by Generation 2025
Supermarkets in the US
Key Data Insights
Regional Retailers Outperform National Brands as Economic Pressures Hit Home
Chart 30 Key Industry Trends for Supermarkets
Regional Retailers Outperform National Brands as Economic Pressures Hit Home
Chart 31 Sprouts Farmers Market Expands
Kroger Leverages Data-Driven Insights to Unify Marketing and Boost Loyalty
Chart 32 Kroger Unifies Its Business Arms
Chart 33 Value Sales 2020-2030
Supermarkets Reposition Private Label to Offset Margin Pressures
Retail Media and Health Trends Reshape Revenue and Product Strategy
Chart 34 Forecast Value Sales 2020-2030
Regional Players Making Significant Inroads
Chart 35 Analyst Insight for Supermarkets
Winning the Hearts of Healthy Shoppers: Sprouts Farmers Market Adopts Expansion Playbook
Chart 36 Company Shares 2025
Chart 37 Brand Shares 2025
Chart 38 Economic Context for Supermarkets
Chart 39 Real GDP Growth 2020-2030
Chart 40 Inflation 2020-2030
Chart 41 Consumer Context for Supermarkets
Chart 42 Population 2020-2030
Chart 43 Population by Generation 2025
Hypermarkets in the US
Key Data Insights
Hypermarkets Face Growing Pressure From Other Channels
Chart 44 Key Industry Trends for Hypermarkets
Hypermarkets Face Growing Pressure From Other Channels
Agentic Ai Assistants Accelerate the Shift to Convenience and Personalisation
Chart 45 Walmart Introduces Gen Ai Assistant
Target Bets on Curated Third-Party Marketplaces for Future Growth
Chart 46 Target Focuses on Third-Party Marketplace
Chart 47 Value Sales 2020-2030
Walmart Leverages Loyalty and Data to Drive Retail Media Expansion
Target and Walmart Invest in Unique Brands to Differentiate From Discounters
Loyalty and New Technology Should Support Resilience as Growth Moderates
Chart 48 Forecast Value Sales 2020-2030
Walmart Consolidates Its Lead as Store Growth Slows
Chart 49 Analyst Insight for Hypermarkets
Chart 50 Company Shares 2025
Chart 51 Brand Shares 2025
Chart 52 Economic Context for Hypermarkets
Chart 53 Real GDP Growth 2020-2030
Chart 54 Inflation 2020-2030
Chart 55 Consumer Context for Hypermarkets
Chart 56 Population 2020-2030
Chart 57 Population by Generation 2025
Discounters in the US
Key Data Insights
Discounters on the Rise as Shoppers Seek Valuer
Chart 58 Key Industry Trends for Discounters
Discounters on the Rise as Shoppers Seek Valuer
Chart 59 Grocery Outlet Continues Its Expansion
Aldi Refreshes Private Label Range to Build Loyalty and Trust
Chart 60 Aldi Refreshes Its Private Label Range
High Grocery Prices and Economic Caution Reinforce Value Focus
Chart 61 Value Sales 2020-2030
Private Label Key to Strengthening Customer Loyalty
Amazon and Walmart Intensify Pressure by Focusing on E-Commerce and Home Delivery
Grocery Outlet’S Flexible Sourcing Supports Resilience Amid Rising Competition
Chart 62 Forecast Value Sales 2020-2030
Aldi Expands Rapidly to Consolidate Its Dominant Position
Chart 63 Analyst Insight for Discounters
Chart 64 Company Shares 2025
Chart 65 Brand Shares 2025
Chart 66 Economic Context for Discounters
Chart 67 Real GDP Growth 2020-2030
Chart 68 Inflation 2020-2030
Chart 69 Consumer Context for Discounters
Chart 70 Population 2020-2030
Chart 71 Population by Generation 2025
Small Local Grocers in the US
Key Data Insights
Snap Funding Freeze Leaves Rural Grocers Vulnerable to Price Pressure
Snap Funding Freeze Leaves Rural Grocers Vulnerable to Price Pressure
Independents Struggle to Remain Viable as Price Competition Rises
Chart 72 Value Sales 2020-2030
Snap-Dependent Grocers Face Deepening Instability as Rural Outlets Disappear
Digital Lag and Consolidation Accelerate the Retreat of Independents
Chart 73 Forecast Value Sales 2020-2030
Chart 74 Economic Context for Small Local Grocers
Chart 75 Real GDP Growth 2020-2030
Chart 76 Inflation 2020-2030
Chart 77 Consumer Context for Small Local Grocers
Chart 78 Population 2020-2030
Chart 79 Population by Generation 2025
General Merchandise Stores in the US
Key Data Insights
Saks Accelerates Consolidation as Department Stores Face Mounting Pressure
Chart 80 Key Industry Trends for General Merchandise Stores
Saks Accelerates Consolidation as Department Stores Face Mounting Pressure
Dollar General Leverages Delivery Partnerships to Expand Reach
Chart 81 Delivery and Digital Innovation Drive Growth
Chart 82 Value Sales 2020-2030
Chart 83 Value Sales by Category 2025
Dollar Tree Draws Affluent Shoppers as Price Tiers Expand
Nordstrom’S Privatisation Enables Bold Reinvention but Challenges Remain
Chart 84 Forecast Value Sales 2020-2030
Chart 85 Forecast Value Sales by Category 2025-2030
Dollar General Expands Digital Reach as Rivals Retreat
Chart 86 Analyst Insight for General Merchandise Stores
Exit of 99 Cents Only Stores Creates a Power Vacuum
Chart 87 Department Stores Consolidation Deepens
Chart 88 Company Shares 2025
Chart 89 Brand Shares 2025
Chart 90 Economic Context for General Merchandise Stores
Chart 91 Real GDP Growth 2020-2030
Chart 92 Inflation 2020-2030
Chart 93 Consumer Context for General Merchandise Stores
Chart 94 Population 2020-2030
Chart 95 Population by Generation 2025
Apparel and Footwear Specialists in the US
Key Data Insights
Tariff Shifts Drive Price Rises and Sourcing Changes
Chart 96 Key Industry Trends for Apparel and Footwear Specialists
Tariff Shifts Drive Price Rises and Sourcing Changes
Ai-Led Journeys and Social Commerce Accelerate Demand Shifts
Chart 97 Social Commerce Reimagines Fashion Discovery and Demand
Chart 98 Value Sales 2020-2030
Ross and Tj Maxx Attract Value Shoppers While Premium Names Thrive at the Top
Tariff Pressures Prompt Consolidation and Global Supply Chain Restructuring
Ai Transforms Discovery and Purchase While Reshaping Brand Engagement
Chart 99 Forecast Value Sales 2020-2030
Ross Expands Store Network to Capture Value-Driven Shoppers
Chart 100 Analyst Insight for Apparel and Footwear Specialists
Emerging Rivals Tighten the Squeeze on Lululemon
Chart 101 A Tough Year for Lululemon
Chart 102 Company Shares 2025
Chart 103 Brand Shares 2025
Chart 104 Economic Context for Apparel and Footwear Specialists
Chart 105 Real GDP Growth 2020-2030
Chart 106 Inflation 2020-2030
Chart 107 Consumer Context for Apparel and Footwear Specialists
Chart 108 Population 2020-2030
Chart 109 Population by Generation 2025
Appliances and Electronics Specialists in the US
Key Data Insights
Apple and Best Buy Redefine In-Store Experiences to Counter E-Commerce Pressure
Chart 110 Key Industry Trends for Appliances and Electronics Specialists
Apple and Best Buy Redefine In-Store Experiences to Counter E-Commerce Pressure
Chart 111 Best Buy Partners with IKEA
Market Sees Increasing Consolidation as Conn's Exits the Us
Chart 112 Value Sales 2020-2030
Third-Party Marketplaces Set to Outpace Store-Based Rivals with Aggressive Pricing
Tariff Volatility and Delayed Replacement Cycles Suppress Demand for Big-Ticket Items
Chart 113 Forecast Value Sales 2020-2030
Apple Accelerates Share Gains as Rivals Exit and Best Buy Retrenches
Chart 114 Analyst Insight for Appliances and Electronics Specialists
Apple Cements Its Lead through Innovation and Investment as Other Players Struggle
Chart 115 Apple Commits to Usd600 Billion Investment
Chart 116 Company Shares 2025
Chart 117 Brand Shares 2025
Chart 118 Economic Context for Appliances and Electronics Specialists
Chart 119 Real GDP Growth 2020-2030
Chart 120 Inflation 2020-2030
Chart 121 Consumer Context for Appliances and Electronics Specialists
Chart 122 Population 2020-2030
Chart 123 Population by Generation 2025
Home Products Specialists in the US
Key Data Insights
A Challenging Year for Home Products Specialists Due to Economic Headwinds
Chart 124 Key Industry Trends for Home Products Specialists
A Challenging Year for Home Products Specialists Due to Economic Headwinds
Ikea and Williams-Sonoma Boost Store Experience as Physical Retail Pivots
Chart 125 Ikea Partners with Best Buy
Ace Hardware Expands Nationwide Delivery to Unlock New Growth Opportunities
Chart 126 Ace Hardware Scales Delivery for Growth
Chart 127 Value Sales 2020-2030
Chart 128 Value Sales by Category 2025
Value and Premium Players Reshape Pet and Homewares Spending
Tariff-Driven Polarisation Pushes Retailers to Consolidate or Specialise
Chart 129 Forecast Value Sales 2020-2030
Chart 130 Forecast Value Sales by Category 2025-2030
Home Depot Capitalises on Competitor Exits to Extend Lead
Chart 131 Analyst Insight for Home Products Specialists
Rh Outpaces Rivals by Investing in Its Brand and New Experiences
Chart 132 Company Shares 2025
Chart 133 Brand Shares 2025
Chart 134 Economic Context for Home Products Specialists
Chart 135 Real GDP Growth 2020-2030
Chart 136 Inflation 2020-2030
Chart 137 Consumer Context for Home Products Specialists
Chart 138 Population 2020-2030
Chart 139 Population by Generation 2025
Health and Beauty Specialists in the US
Key Data Insights
Rite Aid’S Bankruptcy Accelerates the Consolidation of Pharmacies and Forces More Outlet Closures
Chart 140 Key Industry Trends for Health and Beauty Specialists
Rite Aid’S Bankruptcy Accelerates the Consolidation of Pharmacies and Forces More Outlet Closures
Chart 141 Rite Aid's 2025 Bankruptcy Leads to Consolidation
Pharmacies Maintain Dominance as Health and Personal Care Stores Lose Sales to E-Commerce
Ulta and Sephora Embrace Third-Party Marketplaces to Counter E-Commerce Disruption
Chart 142 Value Sales 2020-2030
Chart 143 Value Sales by Category 2025
Sephora Deepens Shop-In-Shop Partnerships to Counter Online Disruption
Ai-Powered Discovery and Wellness Positioning Fuel Differentiation
Chart 144 Forecast Value Sales 2020-2030
Chart 145 Forecast Value Sales by Category 2025-2030
Cvs and Ulta Drive Consolidation as Rivals Exit the Market
Chart 146 Analyst Insight for Health and Beauty Specialists
Chart 147 Ulta Launches Third-Party Marketplace
E-Commerce Surge Reshapes the Market for Vitamins and Dietary Supplements
Chart 148 Company Shares 2025
Chart 149 Brand Shares 2025
Chart 150 Economic Context for Health and Beauty Specialists
Chart 151 Real GDP Growth 2020-2030
Chart 152 Inflation 2020-2030
Chart 153 Consumer Context for Health and Beauty Specialists
Chart 154 Population 2020-2030
Chart 155 Population by Generation 2025
Vending in the US
Key Data Insights
Vending Meets the Evolving Needs of the Market
Vending Meets the Evolving Needs of the Market
Drinks and Tobacco Machines Drive Value, While Appliances and Electronics Surge
Refrigerated Machines Shift Vending Towards Health and Freshness
Chart 156 Value Sales 2020-2030
Chart 157 Value Sales by Category 2025
Food Will Remain Key to Growth as the Vending Offer Expands
Health and Beauty Vending Full of Potential as Consumer Needs Diversify
Premiumisation and New Technology Present Opportunities for Growth
Chart 158 Forecast Value Sales 2020-2030
Chart 159 Forecast Value Sales by Category 2025-2030
Chart 160 Economic Context for Vending
Chart 161 Real GDP Growth 2020-2030
Chart 162 Inflation 2020-2030
Chart 163 Consumer Context for Vending
Chart 164 Population 2020-2030
Chart 165 Population by Generation 2025
Direct Selling in the US
Key Data Insights
Direct Selling Is in Danger of Losing Relevance
Chart 166 Key Industry Trends for Direct Selling
Direct Selling Is in Danger of Losing Relevance
Mary Kay Leverages Social Platforms to Connect with Younger Shoppers
Chart 167 Mary Kay Turns to Social to Target Younger Consumers
Chart 168 Value Sales 2020-2030
Chart 169 Value Sales by Category 2025
Amway Expands Holistic Wellness Focus as Glp-1 Reshapes Demand
Affiliate Marketers Outpace Traditional Consultants as Social Commerce Evolves
Healthy Ageing Offers New Growth Avenues
Chart 170 Forecast Value Sales 2020-2030
Chart 171 Forecast Value Sales by Category 2025-2030
Mary Kay Strengthens Position as Girl Scouts Accelerates Share Gains
Chart 172 Company Shares 2025
Chart 173 Brand Shares 2025
Chart 174 Economic Context for Direct Selling
Chart 175 Real GDP Growth 2020-2030
Chart 176 Inflation 2020-2030
Chart 177 Consumer Context for Direct Selling
Chart 178 Population 2020-2030
Chart 179 Population by Generation 2025
Retail E-Commerce in the US
Key Data Insights
E-Commerce Sees Slower Growth in 2025 Due to Economic and Policy Headwinds
Chart 180 Key Industry Trends for Retail E-Commerce
E-Commerce Sees Slower Growth in 2025 Due to Economic and Policy Headwinds
Tiktok Shop and Sephora Drive Social Shopification
Chart 181 My Sephora Appeals to the Creator Economy
Shopify and Openai Partnership Redefines Discovery and Conversion in Conversational Commerce
Chart 182 Shopify and Openai Announce Partnership
Chart 183 Value Sales 2020-2030
Players Set to Leverage Ai and Agentic Tools to Capture Future Gains
Sam's Club and Chatgpt Shape New Retail Journeys with Phygital and Agentic Ai
Chart 184 Forecast Value Sales 2020-2030
Chart 185 Forecast Value Sales by Category 2025-2030
Amazon and Walmart Extend Their Lead as Rivals Lose Momentum
Chart 186 Analyst Insight for Retail E-Commerce
Policy Shocks Slow the Advance of E-Commerce Disruptors
Chart 187 Company Shares 2025
Chart 188 Brand Shares 2025
Chart 189 Economic Context for Retail E-Commerce
Chart 190 Real GDP Growth 2020-2030
Chart 191 Inflation 2020-2030
Chart 192 Consumer Context for Retail E-Commerce
Chart 193 Population 2020-2030
Chart 194 Population by Generation 2025
Country Reports Disclaimer
The following categories and subcategories are included:
Retail
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- Convenience Stores
- Forecourt Retailers
- Supermarkets
- Hypermarkets
- Discounters
- Warehouse Clubs
- Food/Drink/Tobacco Specialists
- Small Local Grocers
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- Department Stores
- Variety Stores
- Apparel and Footwear Specialists
- Appliances and Electronics Specialists
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- Home Improvement and Gardening Stores
- Homewares and Home Furnishing Stores
- Pet Shops and Superstores
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- Beauty Specialists
- Pharmacies
- Optical Goods Stores
- Health and Personal Care Stores
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- Bags and Luggage Specialists
- Jewellery and Watch Specialists
- Sports Goods Stores
- Traditional Toys and Games Stores
- Other Non-Grocery Retailers
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- Fashion Vending
- Health and Beauty Vending
- Appliances and Electronics Vending
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- Alcoholic Drinks Vending
- Hot Drinks Vending
- Soft Drinks Vending
- Tobacco Products Vending
- Foods Vending
- Home Products Vending
- Other Products Vending
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- Apparel and Footwear Direct Selling
- Personal Accessories Direct Selling
- Eyewear Direct Selling
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- Beauty and Personal Care Direct Selling
- Consumer Health Direct Selling
- Tissue and Hygiene Direct Selling
- Appliances and Electronics Direct Selling
- Drinks and Tobacco Direct Selling
- Foods Direct Selling
- Home Products Direct Selling
- Other Products Direct Selling
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- Apparel and Footwear E-Commerce
- Personal Accessories E-Commerce
- Eyewear E-Commerce
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- Beauty and Personal Care E-Commerce
- Consumer Health E-Commerce
- Tissue and Hygiene E-Commerce
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- Consumer Appliances E-Commerce
- Consumer Electronics E-Commerce
- Toys and Games E-Commerce
- Drinks and Tobacco E-Commerce
- Foods E-Commerce
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- Home Care E-Commerce
- Home and Garden E-Commerce
- Pet Care E-Commerce
- Other Products E-Commerce
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- First-Party (1P) Marketplace E-Commerce
- Third-Party (3P) Marketplace E-Commerce
- Grocery E-Commerce
- General Merchandiser E-Commerce
- Apparel and Footwear Specialist E-Commerce
- Appliances and Electronics Specialist E-Commerce
- Home Products Specialist E-Commerce
- Health and Beauty Specialist E-Commerce
- Leisure and Personal Goods Specialist E-Commerce
- Other E-Commerce Retailers
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Retail
Retail is the sale of new and used goods to consumers from a business for personal or household consumption from retail outlets, kiosks, market stalls, vending, direct selling and e-commerce. Retail is the aggregation of Retail Offline and Retail E-Commerce. Excludes specialist retailers of motor vehicles, motorcycles, vehicle parts. Also excludes fuel sales, foodservice sales, rental transactions, wholesale sales (e.g. Cash and Carry), and sales through cannabis dispensaries in markets where cannabis is sold legally. Sales value excluding or including VAT/Sales Tax. Retail also excludes the informal retail sector. Informal retailing is retail trade which is not declared to the tax authorities. Informal retailing encompasses (a) sales generated by unregistered and unlicensed retailers, i.e. retailers operating illegally, and (b) any proportion of sales generated by a registered and licensed retailer that is not declared to the tax authorities. Unregistered and unlicensed retailers operate predominantly (although not exclusively) as street hawkers or operate open market stalls, as these channels are harder for the authorities to monitor than permanent outlets. Activities in the illegal market, which is usually understood to refer to trade in illegal, counterfeit or stolen merchandise, are included within our definition of informal retailing. Activities in the “grey market”, which is usually understood to refer to trade in legal merchandise that is sold through unauthorized channels – for example cigarettes bought legally in another country, legally imported, but sold at lower prices than in authorized channels – will be included as informal retailing if no tax is paid on sale by the retailer. However if the retailer pays tax – for example on cigarettes bought legally in another country but sold at a lower price than standard – the sale is included within formal retail.
See all of our definitions
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