미국의 소매업

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.

Euromonitor International has over 50 years' experience of publishing market research reports, business reference books and online information systems. With offices in London, Chicago, Singapore, Shanghai, Vilnius, Dubai, Cape Town, Santiago, Sydney, Tokyo, Bengaluru, Sao Paulo, Seoul, Hong Kong, Dusseldorf and Mexico City and a network of analysts in 100 countries, Euromonitor International has a unique capability and an understanding of diverse markets to develop reliable information resources to help drive informed strategic planning. To learn more about how our research solutions can support you, contact your local Euromonitor International office.

TABLE OF CONTENTS

List Of Contents And Tables

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