Deep DiveRetail 2025: US Retail Predictions—Midyear Trends Update Anand Kumar, Associate Director of Retail Research Sector Lead: Anand Kumar, Associate Director of Retail Research July 23, 2025 Reasons to ReadDiscover the six trends reshaping US retail at midyear 2025—from AI breakthroughs to regulatory shifts transforming marketplaces. Read this report to discover answers to these and other questions: How are convenience, pet, and discount retailers driving revenue through retail media networks and retail-as-a-service? Why are domestic e-commerce marketplaces scaling while Shein and Temu face mounting pressure from regulatory change? What’s behind the surge in adoption of in-store technologies like AI-powered carts and checkout systems? How are retailers embedding Generative AI into everything from pricing engines to loyalty programs? In what ways are GLP-1 medications such as Ozempic and Mounjaro driving major shifts in consumer demand for food and fashion? Data in this report include: US retail media advertising revenue and growth; retailer adoption levels of in-store technologies; GenAI use cases and investment outcomes; e-commerce marketplace expansion plans. Companies mentioned in this report include: Amazon, CookUnity, Danone (Oikos), Instacart, Kroger, Lowe’s, Lululemon, Nestlé, Salesforce, Schnucks, Shein, Target, Temu, Ulta Beauty, Urban Outfitters, Walmart, Wayfair, Wesco. 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 Purchase this report. Buy Now This document was generated for Other research you may be interested in: US Retail in the Rest of 2025: Normalized Demand and Leaner Inventories Ahead of a High-Stakes Holiday SeasonEarnings Insights 1Q25, Week 3: E-Commerce Sees Solid Results as Amazon, Coupang, Zalando and More Report Growth—InfographicNRF 2025: Retail’s Big Show: Day Three—AI Takes Center Stage on the Final Day of NRFWeekly UK Store Openings and Closures Tracker 2025, Week 17: Sainsbury’s To Open 40 Stores
