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Retail in the US

Publisher Euromonitor International
Published Apr 30, 2026
Length 204 Pages
SKU # EP21171714

Description

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 b...

Euromonitor International's Retail in USA report offers insight into key trends and developments driving the industry. The report examines all retail channels to provide sector insight. Channels include hypermarkets, supermarkets, discounters, convenience stores, mixed retailers, health and beauty retailers, clothing and footwear retailers, furniture and furnishing stores, DIY and hardware stores, durable goods retailers, leisure and personal goods retailers. There are profiles of leading retailers, with analysis of their performance and the challenges they face. There is also analysis of non-store retailing: vending; homeshopping; internet retailing; direct selling, as available.

Product coverage: Retail E-Commerce, Retail Offline.

Data coverage: market sizes (historic and forecasts), company shares, brand shares and distribution data.

Why buy this report?
* Get a detailed picture of the Retail market;
* Pinpoint growth sectors and identify factors driving change;
* Understand the competitive environment, the market’s major players and leading brands;
* Use five-year forecasts to assess how the market is predicted to develop.

Table of Contents

204 Pages
Retail in the US
Euromonitor International
April 2026
List Of Contents And Tables
RETAIL IN THE US
Executive Summary
Retail E-Commerce Wins Share as More Offline Stores Close
Key Data Insights
Key Industry Trends
CHART 1 Key Industry Trends for Retail
Industry Performance
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
CHART 5 Value Sales by Category 2025
What's Next?
Generative Ai and Social Platforms Are Reshaping Discovery and Loyalty
Private Label Expansion and Value-Led Discovery Could Disrupt Established Players
CHART 6 Forecast Value Sales 2020-2030
CHART 7 Forecast Value Sales by Category 2025-2030
Competitive Landscape
Amazon and Walmart Extend Lead as Agentic Ai Reshapes Discovery
CHART 8 Analyst Insight for Retail
CHART 9 Shopify and Openai Form Partnership
CHART 10 Company Shares 2025
CHART 11 Brand Shares 2025
Operating Environment
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
Economic Context
CHART 12 Economic Context for Retail
Consumer Context
CHART 13 Consumer Context for Retail
CHART 14 Real GDP Growth 2020-2030
CHART 15 Inflation 2020-2030
Country Reports Disclaimer
CONVENIENCE RETAILERS IN THE US
Key Data Insights
2025 Developments
Economic Pressures Steer Consumers Away From Convenience Stores
Key Industry Trends
CHART 16 Key Industry Trends for Convenience Retailers
Industry Performance
Forecourt Retailers Outpace Convenience Stores as Consumer Demand Shifts
Sheetz’S Live Entertainment Draws New Footfall as Foodservice Innovation Accelerates
CHART 17 Sheetz Launches Sheetzertainment
CHART 18 Value Sales 2020-2030
CHART 19 Value Sales by Category 2025
What's Next?
Forecourt Retailers Set to Capture Growth as Convenience Stores Continue Decline
Retailers Should Invest in Food Innovation and Private Label to Defend Relevance
CHART 20 Forecast Value Sales 2020-2030
CHART 21 Forecast Value Sales by Category 2025-2030
Competitive Landscape
7-Eleven Reinvents Its Offer as Competition Grows
CHART 22 Analyst Insight for Convenience Retailers
Getgo Acquisition Fuels Couche-Tard’S Us Ambitions
CHART 23 Company Shares 2025
CHART 24 Brand Shares 2025
Economic Context
CHART 25 Economic Context for Convenience Retailers
CHART 26 Real GDP Growth 2020-2030
CHART 27 Inflation 2020-2030
Consumer Context
CHART 28 Consumer Context for Convenience Retailers
CHART 29 Population 2020-2030
CHART 30 Population by Generation 2025
Country Reports Disclaimer
DISCOUNTERS IN THE US
Key Data Insights
2025 Developments
Discounters on the Rise as Shoppers Seek Valuer
Key Industry Trends
CHART 31 Key Industry Trends for Discounters
Industry Performance
CHART 32 Grocery Outlet Continues Its Expansion
Aldi Refreshes Private Label Range to Build Loyalty and Trust
CHART 33 Aldi Refreshes Its Private Label Range
High Grocery Prices and Economic Caution Reinforce Value Focus
CHART 34 Value Sales 2020-2030
What's Next?
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 35 Forecast Value Sales 2020-2030
Competitive Landscape
Aldi Expands Rapidly to Consolidate Its Dominant Position
CHART 36 Analyst Insight for Discounters
CHART 37 Company Shares 2025
CHART 38 Brand Shares 2025
Economic Context
CHART 39 Economic Context for Discounters
CHART 40 Real GDP Growth 2020-2030
CHART 41 Inflation 2020-2030
Consumer Context
CHART 42 Consumer Context for Discounters
CHART 43 Population 2020-2030
CHART 44 Population by Generation 2025
Country Reports Disclaimer
HYPERMARKETS IN THE US
Key Data Insights
2025 Developments
Hypermarkets Face Growing Pressure From Other Channels
Key Industry Trends
CHART 45 Key Industry Trends for Hypermarkets
Industry Performance
Agentic Ai Assistants Accelerate the Shift to Convenience and Personalisation
CHART 46 Walmart Introduces Gen Ai Assistant
Target Bets on Curated Third-Party Marketplaces for Future Growth
CHART 47 Target Focuses on Third-Party Marketplace
CHART 48 Value Sales 2020-2030
What's Next?
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 49 Forecast Value Sales 2020-2030
Competitive Landscape
Walmart Consolidates Its Lead as Store Growth Slows
CHART 50 Analyst Insight for Hypermarkets
CHART 51 Company Shares 2025
CHART 52 Brand Shares 2025
Economic Context
CHART 53 Economic Context for Hypermarkets
CHART 54 Real GDP Growth 2020-2030
CHART 55 Inflation 2020-2030
Consumer Context
CHART 56 Consumer Context for Hypermarkets
CHART 57 Population 2020-2030
CHART 58 Population by Generation 2025
Country Reports Disclaimer
SUPERMARKETS IN THE US
Key Data Insights
2025 Developments
Regional Retailers Outperform National Brands as Economic Pressures Hit Home
Key Industry Trends
CHART 59 Key Industry Trends for Supermarkets
Industry Performance
CHART 60 Sprouts Farmers Market Expands
Kroger Leverages Data-Driven Insights to Unify Marketing and Boost Loyalty
CHART 61 Kroger Unifies Its Business Arms
CHART 62 Value Sales 2020-2030
What's Next?
Supermarkets Reposition Private Label to Offset Margin Pressures
Retail Media and Health Trends Reshape Revenue and Product Strategy
CHART 63 Forecast Value Sales 2020-2030
Competitive Landscape
Regional Players Making Significant Inroads
CHART 64 Analyst Insight for Supermarkets
Winning the Hearts of Healthy Shoppers: Sprouts Farmers Market Adopts Expansion Playbook
CHART 65 Company Shares 2025
CHART 66 Brand Shares 2025
Economic Context
CHART 67 Economic Context for Supermarkets
CHART 68 Real GDP Growth 2020-2030
CHART 69 Inflation 2020-2030
Consumer Context
CHART 70 Consumer Context for Supermarkets
CHART 71 Population 2020-2030
CHART 72 Population by Generation 2025
Country Reports Disclaimer
SMALL LOCAL GROCERS IN THE US
Key Data Insights
2025 Developments
Snap Funding Freeze Leaves Rural Grocers Vulnerable to Price Pressure
Industry Performance
Independents Struggle to Remain Viable as Price Competition Rises
CHART 73 Value Sales 2020-2030
What's Next?
Snap-Dependent Grocers Face Deepening Instability as Rural Outlets Disappear
Digital Lag and Consolidation Accelerate the Retreat of Independents
CHART 74 Forecast Value Sales 2020-2030
Economic Context
CHART 75 Economic Context for Small Local Grocers
CHART 76 Real GDP Growth 2020-2030
CHART 77 Inflation 2020-2030
Consumer Context
CHART 78 Consumer Context for Small Local Grocers
CHART 79 Population 2020-2030
CHART 80 Population by Generation 2025
Country Reports Disclaimer
GENERAL MERCHANDISE STORES IN THE US
Key Data Insights
2025 Developments
Saks Accelerates Consolidation as Department Stores Face Mounting Pressure
Key Industry Trends
CHART 81 Key Industry Trends for General Merchandise Stores
Industry Performance
Dollar General Leverages Delivery Partnerships to Expand Reach
CHART 82 Delivery and Digital Innovation Drive Growth
CHART 83 Value Sales 2020-2030
CHART 84 Value Sales by Category 2025
What's Next?
Dollar Tree Draws Affluent Shoppers as Price Tiers Expand
Nordstrom’S Privatisation Enables Bold Reinvention but Challenges Remain
CHART 85 Forecast Value Sales 2020-2030
CHART 86 Forecast Value Sales by Category 2025-2030
Competitive Landscape
Dollar General Expands Digital Reach as Rivals Retreat
CHART 87 Analyst Insight for General Merchandise Stores
Exit of 99 Cents Only Stores Creates a Power Vacuum
CHART 88 Department Stores Consolidation Deepens
CHART 89 Company Shares 2025
CHART 90 Brand Shares 2025
Economic Context
CHART 91 Economic Context for General Merchandise Stores
CHART 92 Real GDP Growth 2020-2030
CHART 93 Inflation 2020-2030
Consumer Context
CHART 94 Consumer Context for General Merchandise Stores
CHART 95 Population 2020-2030
CHART 96 Population by Generation 2025
Country Reports Disclaimer
APPAREL AND FOOTWEAR SPECIALISTS IN THE US
Key Data Insights
2025 Developments
Tariff Shifts Drive Price Rises and Sourcing Changes
Key Industry Trends
CHART 97 Key Industry Trends for Apparel and Footwear Specialists
Industry Performance
Ai-Led Journeys and Social Commerce Accelerate Demand Shifts
CHART 98 Social Commerce Reimagines Fashion Discovery and Demand
CHART 99 Value Sales 2020-2030
What's Next?
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 100 Forecast Value Sales 2020-2030
Competitive Landscape
Ross Expands Store Network to Capture Value-Driven Shoppers
CHART 101 Analyst Insight for Apparel and Footwear Specialists
Emerging Rivals Tighten the Squeeze on Lululemon
CHART 102 A Tough Year for Lululemon
CHART 103 Company Shares 2025
CHART 104 Brand Shares 2025
Economic Context
CHART 105 Economic Context for Apparel and Footwear Specialists
CHART 106 Real GDP Growth 2020-2030
CHART 107 Inflation 2020-2030
Consumer Context
CHART 108 Consumer Context for Apparel and Footwear Specialists
CHART 109 Population 2020-2030
CHART 110 Population by Generation 2025
Country Reports Disclaimer
APPLIANCES AND ELECTRONICS SPECIALISTS IN THE US
Key Data Insights
2025 Developments
Apple and Best Buy Redefine In-Store Experiences to Counter E-Commerce Pressure
Key Industry Trends
CHART 111 Key Industry Trends for Appliances and Electronics Specialists
Industry Performance
CHART 112 Best Buy Partners with IKEA
Market Sees Increasing Consolidation as Conn's Exits the Us
CHART 113 Value Sales 2020-2030
What's Next?
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 114 Forecast Value Sales 2020-2030
Competitive Landscape
Apple Accelerates Share Gains as Rivals Exit and Best Buy Retrenches
CHART 115 Analyst Insight for Appliances and Electronics Specialists
Apple Cements Its Lead through Innovation and Investment as Other Players Struggle
CHART 116 Apple Commits to Usd600 Billion Investment
CHART 117 Company Shares 2025
CHART 118 Brand Shares 2025
Economic Context
CHART 119 Economic Context for Appliances and Electronics Specialists
CHART 120 Real GDP Growth 2020-2030
CHART 121 Inflation 2020-2030
Consumer Context
CHART 122 Consumer Context for Appliances and Electronics Specialists
CHART 123 Population 2020-2030
CHART 124 Population by Generation 2025
Country Reports Disclaimer
HEALTH AND BEAUTY SPECIALISTS IN THE US
Key Data Insights
2025 Developments
Rite Aid’S Bankruptcy Accelerates the Consolidation of Pharmacies and Forces More Outlet Closures
Key Industry Trends
CHART 125 Key Industry Trends for Health and Beauty Specialists
Industry Performance
CHART 126 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 127 Value Sales 2020-2030
CHART 128 Value Sales by Category 2025
What's Next?
Sephora Deepens Shop-In-Shop Partnerships to Counter Online Disruption
Ai-Powered Discovery and Wellness Positioning Fuel Differentiation
CHART 129 Forecast Value Sales 2020-2030
CHART 130 Forecast Value Sales by Category 2025-2030
Competitive Landscape
Cvs and Ulta Drive Consolidation as Rivals Exit the Market
CHART 131 Analyst Insight for Health and Beauty Specialists
CHART 132 Ulta Launches Third-Party Marketplace
E-Commerce Surge Reshapes the Market for Vitamins and Dietary Supplements
CHART 133 Company Shares 2025
CHART 134 Brand Shares 2025
Economic Context
CHART 135 Economic Context for Health and Beauty Specialists
CHART 136 Real GDP Growth 2020-2030
CHART 137 Inflation 2020-2030
Consumer Context
CHART 138 Consumer Context for Health and Beauty Specialists
CHART 139 Population 2020-2030
CHART 140 Population by Generation 2025
Country Reports Disclaimer
HOME PRODUCTS SPECIALISTS IN THE US
Key Data Insights
2025 Developments
A Challenging Year for Home Products Specialists Due to Economic Headwinds
Key Industry Trends
CHART 141 Key Industry Trends for Home Products Specialists
Industry Performance
Ikea and Williams-Sonoma Boost Store Experience as Physical Retail Pivots
CHART 142 Ikea Partners with Best Buy
Ace Hardware Expands Nationwide Delivery to Unlock New Growth Opportunities
CHART 143 Ace Hardware Scales Delivery for Growth
CHART 144 Value Sales 2020-2030
CHART 145 Value Sales by Category 2025
What's Next?
Value and Premium Players Reshape Pet and Homewares Spending
Tariff-Driven Polarisation Pushes Retailers to Consolidate or Specialise
CHART 146 Forecast Value Sales 2020-2030
CHART 147 Forecast Value Sales by Category 2025-2030
Competitive Landscape
Home Depot Capitalises on Competitor Exits to Extend Lead
CHART 148 Analyst Insight for Home Products Specialists
Rh Outpaces Rivals by Investing in Its Brand and New Experiences
CHART 149 Company Shares 2025
CHART 150 Brand Shares 2025
Economic Context
CHART 151 Economic Context for Home Products Specialists
CHART 152 Real GDP Growth 2020-2030
CHART 153 Inflation 2020-2030
Consumer Context
CHART 154 Consumer Context for Home Products Specialists
CHART 155 Population 2020-2030
CHART 156 Population by Generation 2025
Country Reports Disclaimer
DIRECT SELLING IN THE US
Key Data Insights
2025 Developments
Direct Selling Is in Danger of Losing Relevance
Key Industry Trends
CHART 157 Key Industry Trends for Direct Selling
Industry Performance
Mary Kay Leverages Social Platforms to Connect with Younger Shoppers
CHART 158 Mary Kay Turns to Social to Target Younger Consumers
CHART 159 Value Sales 2020-2030
CHART 160 Value Sales by Category 2025
What's Next?
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 161 Forecast Value Sales 2020-2030
CHART 162 Forecast Value Sales by Category 2025-2030
Competitive Landscape
Mary Kay Strengthens Position as Girl Scouts Accelerates Share Gains
CHART 163 Company Shares 2025
CHART 164 Brand Shares 2025
Economic Context
CHART 165 Economic Context for Direct Selling
CHART 166 Real GDP Growth 2020-2030
CHART 167 Inflation 2020-2030
Consumer Context
CHART 168 Consumer Context for Direct Selling
CHART 169 Population 2020-2030
CHART 170 Population by Generation 2025
Country Reports Disclaimer
VENDING IN THE US
Key Data Insights
2025 Developments
Vending Meets the Evolving Needs of the Market
Industry Performance
Drinks and Tobacco Machines Drive Value, While Appliances and Electronics Surge
Refrigerated Machines Shift Vending Towards Health and Freshness
CHART 171 Value Sales 2020-2030
CHART 172 Value Sales by Category 2025
What's Next?
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 173 Forecast Value Sales 2020-2030
CHART 174 Forecast Value Sales by Category 2025-2030
Economic Context
CHART 175 Economic Context for Vending
CHART 176 Real GDP Growth 2020-2030
CHART 177 Inflation 2020-2030
Consumer Context
CHART 178 Consumer Context for Vending
CHART 179 Population 2020-2030
CHART 180 Population by Generation 2025
Country Reports Disclaimer
RETAIL E-COMMERCE IN THE US
Key Data Insights
2025 Developments
E-Commerce Sees Slower Growth in 2025 Due to Economic and Policy Headwinds
Key Industry Trends
CHART 181 Key Industry Trends for Retail E-Commerce
Industry Performance
Tiktok Shop and Sephora Drive Social Shopification
CHART 182 My Sephora Appeals to the Creator Economy
Shopify and Openai Partnership Redefines Discovery and Conversion in Conversational Commerce
CHART 183 Shopify and Openai Announce Partnership
CHART 184 Value Sales 2020-2030
CHART 185 Value Sales by Category 2025
What's Next?
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 186 Forecast Value Sales 2020-2030
CHART 187 Forecast Value Sales by Category 2025-2030
Competitive Landscape
Amazon and Walmart Extend Their Lead as Rivals Lose Momentum
CHART 188 Analyst Insight for Retail E-Commerce
Policy Shocks Slow the Advance of E-Commerce Disruptors
CHART 189 Company Shares 2025
CHART 190 Brand Shares 2025
Economic Context
CHART 191 Economic Context for Retail E-Commerce
CHART 192 Real GDP Growth 2020-2030
CHART 193 Inflation 2020-2030
Consumer Context
CHART 194 Consumer Context for Retail E-Commerce
CHART 195 Population 2020-2030
CHART 196 Population by Generation 2025
Country Reports Disclaimer

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