Sections
| Title | Starting Page | Number of Pages |
|---|
| Cover Page | 1 | 1 |
| List of Contents and Tables | 2 | 1 |
| Table/Chart: 1 | 2 | 1 |
| Table/Chart: Tabular Data Analysis | 2 | 1 |
| RETAIL E-COMMERCE IN THE US | 3 | 1 |
| Retail E-Commerce in the US - Category Analysis | 4 | 1 |
| Key Data Insights | 4 | 1 |
| 2025 Developments | 4 | 1 |
| E-commerce sees slower growth in 2025 due to economic and policy headwinds | 4 | 1 |
| Key Industry Trends | 4 | 1 |
| RETAIL E-COMMERCE IN THE US | 5 | 1 |
| Social Shopification | 5 | 1 |
| NextGen Al Storefronts | 5 | 1 |
| Industry Performance | 5 | 1 |
| E-commerce sees slower growth in 2025 due to economic and policy headwinds | 5 | 1 |
| RETAIL E-COMMERCE IN THE US | 6 | 1 |
| Tiktok shop and sephora drive social shopification | 6 | 1 |
| Graph - RETAIL E-COMMERCE IN THE US | 7 | 1 |
| Shopify and openai partnership redefines discovery and conversion in conversational commerce | 7 | 1 |
| Graph - Graph/Chart Analysis | 8 | 1 |
| Graph - Chart 4 Value Sales 2020-2030 | 8 | 1 |
| RETAIL E-COMMERCE IN THE US | 9 | 1 |
| Sam's club and chatgpt shape new retail journeys with phygital and agentic ai | 9 | 1 |
| RETAIL E-COMMERCE IN THE US | 10 | 1 |
| Graph - Chart 5 Forecast Value Sales 2020-2030 | 10 | 1 |
| Graph - Chart 6 Forecast Value Sales by Category 2025-2030 | 10 | 1 |
| RETAIL E-COMMERCE IN THE US | 11 | 1 |
| Forecast Sales of Retail E-Commerce by Category | 11 | 1 |
| Graph - Retail ex VAT USD million Current Value RSP CAGR 2025-2030 | 11 | 1 |
| Competitive Landscape | 11 | 1 |
| Amazon and walmart extend their lead as rivals lose momentum | 11 | 1 |
| RETAIL E-COMMERCE IN THE US | 12 | 1 |
| Chart 7 Analyst Insight for Retail E-Commerce | 12 | 1 |
| Policy shocks slow the advance of e-commerce disruptors | 12 | 1 |
| RETAIL E-COMMERCE IN THE US | 13 | 1 |
| Company Shares of Retail E-Commerce | 13 | 1 |
| Graph - Chart 9 Brand Shares 2025 | 13 | 1 |
| Table/Chart: % Share (GBO) - Retail Value RSP ex VAT - 2025 | 13 | 1 |
| Table/Chart: Tabular Data Analysis | 13 | 1 |
| RETAIL E-COMMERCE IN THE US | 14 | 1 |
| Brand Shares of Retail E-Commerce | 14 | 1 |
| Economic Context | 14 | 1 |
| Table/Chart: % Share (LBN) - Retail ex VAT Value RSP - 2025 | 14 | 1 |
| Table/Chart: Tabular Data Analysis | 14 | 1 |
| RETAIL E-COMMERCE IN THE US | 15 | 1 |
| Political | 15 | 1 |
| Graph - Economic | 15 | 1 |
| Technological | 15 | 1 |
| Graph - Chart 11 Real GDP Growth 2020-2030 | 15 | 1 |
| RETAIL E-COMMERCE IN THE US | 16 | 1 |
| Graph - Annual Rates of Inflation 96 | 16 | 1 |
| Consumer Context | 16 | 1 |
| Graph - Chart 13 Consumer Context for Retail E-Commerce | 16 | 1 |
| RETAIL E-COMMERCE IN THE US | 17 | 1 |
| Graph - Population | 17 | 1 |
| Income and Expenditure | 17 | 1 |
| Graph - Lifestyles | 17 | 1 |
| Graph - Chart 14 Population 2020-2030 | 17 | 1 |
| RETAIL E-COMMERCE IN THE US | 18 | 1 |
| Graph - Population by Generation Share of total population % | 18 | 1 |
| Country Reports Disclaimer | 18 | 1 |
| Retail in the US - Industry Overview | 19 | 1 |
| Executive Summary | 19 | 1 |
| Retail e-commerce wins share as more offline stores close | 19 | 1 |
| Key Data Insights | 19 | 1 |
| Key Industry Trends | 19 | 1 |
| RETAIL E-COMMERCE IN THE US | 20 | 1 |
| Al in Retail | 20 | 1 |
| Graph - Social Commerce | 20 | 1 |
| Industry Performance | 20 | 1 |
| Retail e-commerce wins share as more offline stores close | 20 | 1 |
| RETAIL E-COMMERCE IN THE US | 21 | 1 |
| Walmart and marketplaces capture spend as discounters surge | 21 | 1 |
| Graph - Chart 17 Amazon Invests in Agentic Ai | 21 | 1 |
| Shopify and openai partnership redefines shopping journeys | 22 | 1 |
| Graph - Chart 18 Shopify Turns to Chatgpt | 22 | 1 |
| RETAIL E-COMMERCE IN THE US | 23 | 1 |
| Graph - Chart 19 Value Sales 2020-2030 | 23 | 1 |
| What's Next? | 23 | 1 |
| RETAIL E-COMMERCE IN THE US | 24 | 1 |
| Private label expansion and value-led discovery could disrupt established players | 24 | 1 |
| RETAIL E-COMMERCE IN THE US | 25 | 1 |
| Graph - Forecast Sales of Retail Retail rsp ex VAT USD million - Current 96 Y-O-Y Growth | 25 | 1 |
| Graph - Chart 21 Forecast Value Sales by Category 2025-2030 | 25 | 1 |
| RETAIL E-COMMERCE IN THE US | 26 | 1 |
| Forecast Sales of Retail by Category | 26 | 1 |
| Graph - Retail ex VAT USD million Current Value RSP CAGR 2025-2030 | 26 | 1 |
| Competitive Landscape | 26 | 1 |
| Amazon and walmart extend lead as agentic ai reshapes discovery | 26 | 1 |
| RETAIL E-COMMERCE IN THE US | 27 | 1 |
| Chart 22 Analyst Insight for Retail | 27 | 1 |
| Graph - Chart 23 Shopify and Openai Form Partnership | 27 | 1 |
| Graph - Graph/Chart Analysis | 28 | 1 |
| RETAIL E-COMMERCE IN THE US | 29 | 1 |
| Graph - Chart 25 Brand Shares 2025 | 29 | 1 |
| Table/Chart: Company Shares of Retail % Share (GBO) - Retail Value RSP ex VAT - 2025 | 29 | 1 |
| Table/Chart: Tabular Data Analysis | 29 | 1 |
| RETAIL E-COMMERCE IN THE US | 30 | 1 |
| Brand Shares of Retail | 30 | 1 |
| Operating Environment | 30 | 1 |
| Informal retail | 30 | 1 |
| Table/Chart: % Share (LBN) - Retail ex VAT Value RSP 2025 | 30 | 1 |
| Table/Chart: Tabular Data Analysis | 30 | 1 |
| RETAIL E-COMMERCE IN THE US | 31 | 1 |
| Opening hours for physical retail | 31 | 1 |
| Table/Chart: Summary 1 Standard Opening Hours by Channel Type 2025 | 31 | 1 |
| Table/Chart: Tabular Data Analysis | 31 | 1 |
| RETAIL E-COMMERCE IN THE US | 32 | 1 |
| Seasonality | 32 | 1 |
| Christmas | 32 | 1 |
| Table/Chart: Tabular Data Analysis | 32 | 1 |
| RETAIL E-COMMERCE IN THE US | 33 | 1 |
| Prime Day/Christmas in July | 33 | 1 |
| Mother's Day | 33 | 1 |
| Economic Context | 33 | 1 |
| Graph - Chart 26 Economic Context for Retail | 33 | 1 |
| RETAIL E-COMMERCE IN THE US | 34 | 1 |
| Political | 34 | 1 |
| Graph - Economic | 34 | 1 |
| Technological | 34 | 1 |
| Consumer Context | 34 | 1 |
| Graph - Chart 27 Consumer Context for Retail | 34 | 1 |
| RETAIL E-COMMERCE IN THE US | 35 | 1 |
| Graph - Income and Expenditure | 35 | 1 |
| Graph - Lifestyles | 35 | 1 |
| Graph - Chart 28 Real GDP Growth 2020-2030 | 35 | 1 |
| Graph - RETAIL E-COMMERCE IN THE US | 36 | 1 |
| Country Reports Disclaimer | 36 | 1 |
