封面
市場調查報告書
商品編碼
1670105

美國零售市場

Retail in the US

出版日期: | 出版商: Euromonitor International | 英文 120 Pages | 商品交期: 最快1-2個工作天內

價格
簡介目錄

2024年9月,美國(FRB)自2020年3月以來首次下調聯邦基金利率,標誌著通膨宏觀經濟週期即將結束。根據美國2024年2月發布的全食品消費者物價指數,雖然通膨出現回落跡象,但食品價格平均仍比2019年的水平高出約25%。消費者對持續的食品通膨的看法抑制了整體零售支出。

本報告檢視了美國零售市場,並按通路提供分析,包括大賣場、超級市場、折扣店、便利商店、多功能零售商、保健和美容零售商、服飾和鞋類零售商、金屬製品和日用品店、DIY 和五金店以及耐用品零售商,以及它們的業績和麵臨的挑戰。

目錄

目錄及表格

執行摘要

操作環境

  • 非正式零售
  • 實體店面營業時間
  • 季節性
  • 聖誕節
  • 新學期
  • 7 月的 Prime Day/聖誕節
  • 母親節

市場資料

免責聲明

資訊來源

美國的便利商店

關鍵資料發現

2024 年的發展

  • 2024 年通貨膨脹將為便利商店帶來挑戰
  • 便利商店整合仍在持續
  • 2024 年創新已調理食品品牌知名度將持續提升

前景與機會

  • 便利商店的低價值成長預測
  • 預測期內零售媒體網路預計將擴張
  • Amazon Go 推動無人收銀技術的發展

通道資料

美國的折扣店

關鍵資料發現

2024 年的發展

  • 折扣店將在 2024 年受益於通膨壓力
  • 2024 年,Aldi 仍將是最大的折扣店,其次是 Grocery 經銷店。
  • 大型折扣零售商持續進行收購

前景與機會

  • 預計折扣店在預測期內將繼續成長,但它們面臨挑戰
  • 預測期內,自有品牌將帶來機會與挑戰
  • 與科技供應商合作有助於折扣店強化其價值提案

通道資料

美國大賣場

關鍵資料發現

2024 年的發展

  • 由於競爭加劇,2024 年大賣場成長將放緩
  • 沃爾瑪繼續主導大賣場。
  • 沃爾瑪完成對 Vizio Media 的收購

前景與機會

  • 競爭將限制線下大賣場零售的成長
  • 預測期內,食品將繼續在大賣場業績中發揮重要作用
  • 自有品牌投資預計將持續

通道資料

美國超級市場

關鍵資料發現

2024 年的發展

  • 超級市場正考慮縮小規模以擴大通路
  • 艾伯森撤回對克羅格的收購提案
  • 「雜貨店旅遊」將在 2024 年成為趨勢

前景與機會

  • 超級市場成熟導致整合和定價壓力
  • 超級市場將受益於零售媒體技術的進步
  • 亞馬遜生鮮和亞馬遜雜貨可能會重塑超級市場

通道資料

美國當地的小型雜貨店

關鍵資料發現

2024 年的發展

  • 低利潤率、高通貨膨脹以及大型食品公司正在給當地小型雜貨店帶來麻煩。
  • 門市數量的減少加劇了人們對食品沙漠的擔憂
  • 州和地方政府找到了創造性的解決方案來維持小型本地雜貨店的運作

前景與機會

  • 當地小型雜貨店的前景黯淡
  • 雜貨連鎖店在小型商店中的崛起可能會對小型本地雜貨店產生影響。
  • 便利化趨勢為專業商店帶來挑戰

通道資料

美國百貨公司

關鍵資料發現

2024 年的發展

  • 百貨商場前景黯淡導致創新受限
  • 雜貨店錯失 2024 年機遇,預計僅溫和成長
  • 知名品牌陷入困境 百貨商場嘗試精品模式

前景與機會

  • 百貨公司前景黯淡
  • 網路競爭激烈 一元商店被迫再漲價
  • 經銷店競食威脅百貨商店,而租金上漲給百貨公司帶來壓力

通道資料

美國服裝和鞋類專家

關鍵資料發現

2024 年的發展

  • 折扣模式推動服裝和鞋類專賣店成長
  • 在實體快時尚遭遇災難的一年裡,Shein 持續蓬勃發展
  • 房地產業舉步維艱,竊盜威脅加劇

前景與機會

  • 美國鷹報反擊欺騙文化
  • 美國對中國進口產品徵收關稅將刺激全球供應鏈變化
  • Catalyst Brands 由陷入困境的零售商組成,未來將進一步整合

通道資料

美國家電電子產品專家

關鍵資料發現

2024 年的發展

  • 通貨膨脹、住宅低迷和線上銷售轉移拖累銷售
  • Cornes 關門,其他零售商擔心遭遇同樣的命運
  • 翻新科技品牌 Backmarket 推動消費者心理的重新定義

前景與機會

  • 家電和電子產品專家繼續掙扎
  • 百思買推出第三方市場與亞馬遜競爭
  • 關稅問題將導致專業電子產品零售商重新考慮其供應鏈

通道資料

美國健康與美容專家

關鍵資料發現

2024 年的發展

  • 絲芙蘭的崛起、Ulta 的衰落以及口紅效應的力量
  • 2024 年藥局又將經歷艱難的一年,且沒有緩解的跡象
  • 藥局繼續陷入混亂

前景與機會

  • 店中店和線上的興起顛覆
  • 美國藥局的不確定未來
  • 美容忠誠度計畫的重要性日益提升

通道資料

美國家居產品專家

關鍵資料發現

2024 年的發展

  • 住宅低迷和更換週期導致銷售額下降
  • 家居和家具店銷售下滑、零售商破產、低成本品牌成長
  • 家居裝飾和園藝店的整合、重組和轉移

前景與機會

  • 家居裝飾專家的鬥爭尚未結束
  • 消費者行為推動寵物商店向小型獨立寵物商店和超級市場轉變
  • 新總統政府將對家居裝飾產生重大影響

通道資料

美國直銷

關鍵資料發現

2024 年的發展

  • 2024 年直銷將持續下滑
  • 破產和企業倒閉將成為2024年直銷的趨勢
  • Neora 贏得對美國聯邦貿易委員會的里程碑式勝利

前景與機會

  • 預計整個預測期內直銷將維持下降趨勢
  • 減重藥擾亂銷售管道
  • 新型社交商務既帶來機會,也帶來競爭

通道資料

美國銷售

關鍵資料發現

2024 年的發展

  • 2024 年自動販賣機成長將保持穩定
  • 機場零售應用程式和社群媒體創新為自動販賣機帶來希望
  • 智慧售貨技術可以減少損失

前景與機會

  • 隨著消費者購物方式的改變,自動販賣機將從中受益
  • Ulta 和 SOS 合作利用智慧技術銷售美容產品
  • 食品為自動販賣機提供成長機會

通道資料

美國零售電子商務

關鍵資料發現

2024 年的發展

  • 2024 年零售電子商務成長將維持強勁
  • 亞馬遜面臨中國競爭對手的激烈競爭
  • 第三方市場將在 2024 年獲得發展動力

前景與機會

  • 社交商務和第三方市場是零售電子商務成長的關鍵
  • 社群媒體影響搜尋和發現創新
  • 在川普政府的領導下,最低限度標準可能會被降低或取消。

通道資料

簡介目錄
Product Code: RTUS

In September 2024, the US Federal Reserve lowered the federal funds rate for the first time since March 2020, signalling a near end to the inflationary macroeconomy. While inflation showed signs of abating, grocery prices remained on average about 25% higher than 2019 levels, according to the US Department of Agriculture's all-food Consumer Price index, published in February 2024. Consumers' perception of lingering inflation on groceries dampened retail spending overall, and weighted value growt...

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

List Of Contents And Tables

EXECUTIVE SUMMARY

  • Retail in 2024: The big picture
  • Exceptionally high grocery prices in 2024 enter the political arena
  • China-affiliated competitors reset the landscape for retail e-commerce in the US
  • What next for retail?

OPERATING ENVIRONMENT

  • Informal retail
  • Opening hours for physical retail
  • Summary 1 Standard Opening Hours by Channel Type 2024
  • Seasonality
  • Christmas
  • Back to School
  • Prime Day/Christmas in July
  • Mother's Day

MARKET DATA

  • Table 1 Sales in Retail by Retail Offline vs Retail E-Commerce: Value 2019-2024
  • Table 2 Sales in Retail by Retail Offline vs Retail E-Commerce: % Value Growth 2019-2024
  • Table 3 Sales in Retail Offline by Channel: Value 2019-2024
  • Table 4 Sales in Retail Offline by Channel: % Value Growth 2019-2024
  • Table 5 Retail Offline Outlets by Channel: Units 2019-2024
  • Table 6 Retail Offline Outlets by Channel: % Unit Growth 2019-2024
  • Table 7 Sales in Retail E-Commerce by Product: Value 2019-2024
  • Table 8 Sales in Retail E-Commerce by Product: % Value Growth 2019-2024
  • Table 9 Grocery Retailers: Value Sales, Outlets and Selling Space 2019-2024
  • Table 10 Grocery Retailers: Value Sales, Outlets and Selling Space: % Growth 2019-2024
  • Table 11 Sales in Grocery Retailers by Channel: Value 2019-2024
  • Table 12 Sales in Grocery Retailers by Channel: % Value Growth 2019-2024
  • Table 13 Grocery Retailers Outlets by Channel: Units 2019-2024
  • Table 14 Grocery Retailers Outlets by Channel: % Unit Growth 2019-2024
  • Table 15 Non-Grocery Retailers: Value Sales, Outlets and Selling Space 2019-2024
  • Table 16 Non-Grocery Retailers: Value Sales, Outlets and Selling Space: % Growth 2019-2024
  • Table 17 Sales in Non-Grocery Retailers by Channel: Value 2019-2024
  • Table 18 Sales in Non-Grocery Retailers by Channel: % Value Growth 2019-2024
  • Table 19 Non-Grocery Retailers Outlets by Channel: Units 2019-2024
  • Table 20 Non-Grocery Retailers Outlets by Channel: % Unit Growth 2019-2024
  • Table 21 Retail GBO Company Shares: % Value 2020-2024
  • Table 22 Retail GBN Brand Shares: % Value 2021-2024
  • Table 23 Retail Offline GBO Company Shares: % Value 2020-2024
  • Table 24 Retail Offline GBN Brand Shares: % Value 2021-2024
  • Table 25 Retail Offline LBN Brand Shares: Outlets 2021-2024
  • Table 26 Retail E-Commerce GBO Company Shares: % Value 2020-2024
  • Table 27 Retail E-Commerce GBN Brand Shares: % Value 2021-2024
  • Table 28 Grocery Retailers GBO Company Shares: % Value 2020-2024
  • Table 29 Grocery Retailers GBN Brand Shares: % Value 2021-2024
  • Table 30 Grocery Retailers LBN Brand Shares: Outlets 2021-2024
  • Table 31 Non-Grocery Retailers GBO Company Shares: % Value 2020-2024
  • Table 32 Non-Grocery Retailers GBN Brand Shares: % Value 2021-2024
  • Table 33 Non-Grocery Retailers LBN Brand Shares: Outlets 2021-2024
  • Table 34 Forecast Sales in Retail by Retail Offline vs Retail E-Commerce: Value 2024-2029
  • Table 35 Forecast Sales in Retail by Retail Offline vs Retail E-Commerce: % Value Growth 2024-2029
  • Table 36 Forecast Sales in Retail Offline by Channel: Value 2024-2029
  • Table 37 Forecast Sales in Retail Offline by Channel: % Value Growth 2024-2029
  • Table 38 Forecast Retail Offline Outlets by Channel: Units 2024-2029
  • Table 39 Forecast Retail Offline Outlets by Channel: % Unit Growth 2024-2029
  • Table 40 Forecast Sales in Retail E-Commerce by Product: Value 2024-2029
  • Table 41 Forecast Sales in Retail E-Commerce by Product: % Value Growth 2024-2029
  • Table 42 Grocery Retailers Forecasts: Value Sales, Outlets and Selling Space 2024-2029
  • Table 43 Grocery Retailers Forecasts: Value Sales, Outlets and Selling Space: % Growth 2024-2029
  • Table 44 Forecast Sales in Grocery Retailers by Channel: Value 2024-2029
  • Table 45 Forecast Sales in Grocery Retailers by Channel: % Value Growth 2024-2029
  • Table 46 Forecast Grocery Retailers Outlets by Channel: Units 2024-2029
  • Table 47 Forecast Grocery Retailers Outlets by Channel: % Unit Growth 2024-2029
  • Table 48 Non-Grocery Retailers Forecasts: Value Sales, Outlets and Selling Space 2024-2029
  • Table 49 Non-Grocery Retailers Forecasts: Value Sales, Outlets and Selling Space: % Growth 2024-2029
  • Table 50 Forecast Sales in Non-Grocery Retailers by Channel: Value 2024-2029
  • Table 51 Forecast Sales in Non-Grocery Retailers by Channel: % Value Growth 2024-2029
  • Table 52 Forecast Non-Grocery Retailers Outlets by Channel: Units 2024-2029
  • Table 53 Forecast Non-Grocery Retailers Outlets by Channel: % Unit Growth 2024-2029

DISCLAIMER

SOURCES

  • Summary 2 Research Sources

CONVENIENCE RETAILERS IN THE US

KEY DATA FINDINGS

2024 DEVELOPMENTS

  • Inflationary effects challenge convenience retailers in 2024
  • Consolidation continues across convenience retailers
  • Building brand awareness with innovative prepared foods continues in 2024

PROSPECTS AND OPPORTUNITIES

  • Low value growth forecast for convenience retailers
  • Retail media networks set to expand in the forecast period
  • Amazon Go will lead growth in cashierless technology

CHANNEL DATA

  • Table 54 Convenience Retailers: Value Sales, Outlets and Selling Space 2019-2024
  • Table 55 Convenience Retailers: Value Sales, Outlets and Selling Space: % Growth 2019-2024
  • Table 56 Sales in Convenience Retailers by Channel: Value 2019-2024
  • Table 57 Sales in Convenience Retailers by Channel: % Value Growth 2019-2024
  • Table 58 Convenience Retailers GBO Company Shares: % Value 2020-2024
  • Table 59 Convenience Retailers GBN Brand Shares: % Value 2021-2024
  • Table 60 Convenience Retailers LBN Brand Shares: Outlets 2021-2024
  • Table 61 Convenience Retailers Forecasts: Value Sales, Outlets and Selling Space 2024-2029
  • Table 62 Convenience Retailers Forecasts: Value Sales, Outlets and Selling Space: % Growth 2024-2029
  • Table 63 Forecast Sales in Convenience Retailers by Channel: Value 2024-2029
  • Table 64 Forecast Sales in Convenience Retailers by Channel: % Value Growth 2024-2029

DISCOUNTERS IN THE US

KEY DATA FINDINGS

2024 DEVELOPMENTS

  • Discounters benefits from inflationary pressures in 2024
  • Aldi continues to dominate discounters in 2024, followed by Grocery Outlet
  • Acquisitions by the leaders in discounters continue

PROSPECTS AND OPPORTUNITIES

  • Growth set to continue for discounters over the forecast period, but with challenges
  • Private label will present both opportunities and challenges over the forecast period
  • Partnerships with technology providers will help discounters bolster their value proposition

CHANNEL DATA

  • Table 65 Discounters: Value Sales, Outlets and Selling Space 2019-2024
  • Table 66 Discounters: Value Sales, Outlets and Selling Space: % Growth 2019-2024
  • Table 67 Discounters GBO Company Shares: % Value 2020-2024
  • Table 68 Discounters GBN Brand Shares: % Value 2021-2024
  • Table 69 Discounters LBN Brand Shares: Outlets 2021-2024
  • Table 70 Discounters Forecasts: Value Sales, Outlets and Selling Space 2024-2029
  • Table 71 Discounters Forecasts: Value Sales, Outlets and Selling Space: % Growth 2024-2029

HYPERMARKETS IN THE US

KEY DATA FINDINGS

2024 DEVELOPMENTS

  • Growth slows for hypermarkets in 2024, due to stronger competition
  • Hypermarkets continues to be dominated by Walmart
  • Walmart completes its acquisition of Vizio Media

PROSPECTS AND OPPORTUNITIES

  • Offline retail growth for hypermarkets set to be limited by the competition
  • Grocery will remain critical to the performance of hypermarkets over the forecast period
  • Private label investment likely to continue

CHANNEL DATA

  • Table 72 Hypermarkets: Value Sales, Outlets and Selling Space 2019-2024
  • Table 73 Hypermarkets: Value Sales, Outlets and Selling Space: % Growth 2019-2024
  • Table 74 Hypermarkets GBO Company Shares: % Value 2020-2024
  • Table 75 Hypermarkets GBN Brand Shares: % Value 2021-2024
  • Table 76 Hypermarkets LBN Brand Shares: Outlets 2021-2024
  • Table 77 Hypermarkets Forecasts: Value Sales, Outlets and Selling Space 2024-2029
  • Table 78 Hypermarkets Forecasts: Value Sales, Outlets and Selling Space: % Growth 2024-2029

SUPERMARKETS IN THE US

KEY DATA FINDINGS

2024 DEVELOPMENTS

  • Supermarkets are thinking small to grow the channel
  • Albertsons moves to terminate its proposed acquisition by Kroger
  • "Grocery store tourism" trending in 2024

PROSPECTS AND OPPORTUNITIES

  • Maturity in supermarkets will lead to more consolidation and price pressure
  • Supermarkets will benefit from advances in retail media technology
  • Amazon Fresh and Amazon Grocery may reshape supermarkets

CHANNEL DATA

  • Table 79 Supermarkets: Value Sales, Outlets and Selling Space 2019-2024
  • Table 80 Supermarkets: Value Sales, Outlets and Selling Space: % Growth 2019-2024
  • Table 81 Supermarkets GBO Company Shares: % Value 2020-2024
  • Table 82 Supermarkets GBN Brand Shares: % Value 2021-2024
  • Table 83 Supermarkets LBN Brand Shares: Outlets 2021-2024
  • Table 84 Supermarkets Forecasts: Value Sales, Outlets and Selling Space 2024-2029
  • Table 85 Supermarkets Forecasts: Value Sales, Outlets and Selling Space: % Growth 2024-2029

SMALL LOCAL GROCERS IN THE US

KEY DATA FINDINGS

2024 DEVELOPMENTS

  • Low margins, high inflation, and grocery giants pose a problem for small local grocers
  • Dwindling outlet count exacerbates concerns about food deserts
  • State and local communities find creative solutions to retain small local grocers

PROSPECTS AND OPPORTUNITIES

  • Challenging outlook ahead for small local grocers
  • Growth of small-format stores from grocery chains may impact small local grocers
  • Convenience trend poses difficulties for specialist stores

CHANNEL DATA

  • Table 86 Small Local Grocers: Value Sales, Outlets and Selling Space 2019-2024
  • Table 87 Small Local Grocers: Value Sales, Outlets and Selling Space: % Growth 2019-2024
  • Table 88 Small Local Grocers GBO Company Shares: % Value 2020-2024
  • Table 89 Small Local Grocers GBN Brand Shares: % Value 2021-2024
  • Table 90 Small Local Grocers LBN Brand Shares: Outlets 2021-2024
  • Table 91 Small Local Grocers Forecasts: Value Sales, Outlets and Selling Space 2024-2029
  • Table 92 Small Local Grocers Forecasts: Value Sales, Outlets and Selling Space: % Growth 2024-2029

GENERAL MERCHANDISE STORES IN THE US

KEY DATA FINDINGS

2024 DEVELOPMENTS

  • Bleak future for department stores sparks limited innovation
  • Variety stores misses the ball in 2024, seeing only modest growth
  • Department stores toy with boutique formats as iconic brands struggle

PROSPECTS AND OPPORTUNITIES

  • Bleak outlook for department stores
  • Dollar stores will have to raise their prices again amidst stiff online competition
  • Outlet cannibalism threatens variety stores, while soaring rents pressure department stores

CHANNEL DATA

  • Table 93 General Merchandise Stores: Value Sales, Outlets and Selling Space 2019-2024
  • Table 94 General Merchandise Stores: Value Sales, Outlets and Selling Space: % Growth 2019-2024
  • Table 95 Sales in General Merchandise Stores by Channel: Value 2019-2024
  • Table 96 Sales in General Merchandise Stores by Channel: % Value Growth 2019-2024
  • Table 97 General Merchandise Stores GBO Company Shares: % Value 2020-2024
  • Table 98 General Merchandise Stores GBN Brand Shares: % Value 2021-2024
  • Table 99 General Merchandise Stores LBN Brand Shares: Outlets 2021-2024
  • Table 100 General Merchandise Stores Forecasts: Value Sales, Outlets and Selling Space 2024-2029
  • Table 101 General Merchandise Stores Forecasts: Value Sales, Outlets and Selling Space: % Growth 2024-2029
  • Table 102 Forecast Sales in General Merchandise Stores by Channel: Value 2024-2029
  • Table 103 Forecast Sales in General Merchandise Stores by Channel: % Value Growth 2024-2029

APPAREL AND FOOTWEAR SPECIALISTS IN THE US

KEY DATA FINDINGS

2024 DEVELOPMENTS

  • Discount models drive growth for apparel and footwear specialists
  • Dismal year for bricks-and-mortar fast fashion as Shein continues its rise
  • Real estate struggles, and the rising threat of theft

PROSPECTS AND OPPORTUNITIES

  • American Eagle fights back against dupe culture
  • US tariffs on Chinese imports encourage shifts in global supply chain
  • Further consolidation as Catalyst Brands is formed from struggling retailers

CHANNEL DATA

  • Table 104 Apparel and Footwear Specialists: Value Sales, Outlets and Selling Space 2019-2024
  • Table 105 Apparel and Footwear Specialists: Value Sales, Outlets and Selling Space: % Growth 2019-2024
  • Table 106 Apparel and Footwear Specialists GBO Company Shares: % Value 2020-2024
  • Table 107 Apparel and Footwear Specialists GBN Brand Shares: % Value 2021-2024
  • Table 108 Apparel and Footwear Specialists LBN Brand Shares: Outlets 2021-2024
  • Table 109 Apparel and Footwear Specialists Forecasts: Value Sales, Outlets and Selling Space 2024-2029
  • Table 110 Apparel and Footwear Specialists Forecasts: Value Sales, Outlets and Selling Space: % Growth 2024-2029

APPLIANCES AND ELECTRONICS SPECIALISTS IN THE US

KEY DATA FINDINGS

2024 DEVELOPMENTS

  • Inflation, housing slump, and online shift weigh on sales
  • Conn's says goodbye, and other retailers fear the same fate
  • Refurbished tech brand Back Market pushes to redefine consumer sentiment

PROSPECTS AND OPPORTUNITIES

  • Continued struggle for appliances and electronics specialists
  • Best Buy to launch a third-party marketplace to contend with Amazon
  • Concerns about tariffs will reimagine the supply chain for appliances and electronics specialists

CHANNEL DATA

  • Table 111 Appliances and Electronics Specialists: Value Sales, Outlets and Selling Space 2019-2024
  • Table 112 Appliances and Electronics Specialists: Value Sales, Outlets and Selling Space: % Growth 2019-2024
  • Table 113 Appliances and Electronics Specialists GBO Company Shares: % Value 2020-2024
  • Table 114 Appliances and Electronics Specialists GBN Brand Shares: % Value 2021-2024
  • Table 115 Appliances and Electronics Specialists LBN Brand Shares: Outlets 2021-2024
  • Table 116 Appliances and Electronics Specialists Forecasts: Value Sales, Outlets and Selling Space 2024-2029
  • Table 117 Appliances and Electronics Specialists Forecasts: Value Sales, Outlets and Selling Space: % Growth 2024-2029

HEALTH AND BEAUTY SPECIALISTS IN THE US

KEY DATA FINDINGS

2024 DEVELOPMENTS

  • Sephora's rise, Ulta's stagnation, and the power of the lipstick effect
  • Pharmacies endures a bleak year in 2024, with no respite in sight
  • Pharmacies continues to see disruption

PROSPECTS AND OPPORTUNITIES

  • Shop-in-shop expansion and online disruption
  • The uncertain future of pharmacies in the US
  • Growing importance of beauty loyalty programmes

CHANNEL DATA

  • Table 118 Health and Beauty Specialists: Value Sales, Outlets and Selling Space 2019-2024
  • Table 119 Health and Beauty Specialists: Value Sales, Outlets and Selling Space: % Growth 2019-2024
  • Table 120 Sales in Health and Beauty Specialists by Channel: Value 2019-2024
  • Table 121 Sales in Health and Beauty Specialists by Channel: % Value Growth 2019-2024
  • Table 122 Health and Beauty Specialists GBO Company Shares: % Value 2020-2024
  • Table 123 Health and Beauty Specialists GBN Brand Shares: % Value 2021-2024
  • Table 124 Health and Beauty Specialists LBN Brand Shares: Outlets 2021-2024
  • Table 125 Health and Beauty Specialists Forecasts: Value Sales, Outlets and Selling Space 2024-2029
  • Table 126 Health and Beauty Specialists Forecasts: Value Sales, Outlets and Selling Space: % Growth 2024-2029
  • Table 127 Forecast Sales in Health and Beauty Specialists by Channel: Value 2024-2029
  • Table 128 Forecast Sales in Health and Beauty Specialists by Channel: % Value Growth 2024-2029

HOME PRODUCTS SPECIALISTS IN THE US

KEY DATA FINDINGS

2024 DEVELOPMENTS

  • Declining sales amidst housing slump and replacement cycle
  • Declining sales, retail bankruptcies, and the growth of budget brands for homewares and home furnishing stores
  • Consolidation, restructuring, and shifts for home improvement and gardening stores

PROSPECTS AND OPPORTUNITIES

  • The struggles of home products specialists may not be over
  • Consumer behaviour pushes a shift towards small independent pet shops and superstores
  • New presidential administration will have a major impact on home furnishings

CHANNEL DATA

  • Table 129 Home Products Specialists: Value Sales, Outlets and Selling Space 2019-2024
  • Table 130 Home Products Specialists: Value Sales, Outlets and Selling Space: % Growth 2019-2024
  • Table 131 Sales in Home Products Specialists by Channel: Value 2019-2024
  • Table 132 Sales in Home Products Specialists by Channel: % Value Growth 2019-2024
  • Table 133 Home Products Specialists GBO Company Shares: % Value 2020-2024
  • Table 134 Home Products Specialists GBN Brand Shares: % Value 2021-2024
  • Table 135 Home Products Specialists LBN Brand Shares: Outlets 2021-2024
  • Table 136 Home Products Specialists Forecasts: Value Sales, Outlets and Selling Space 2024-2029
  • Table 137 Home Products Specialists Forecasts: Value Sales, Outlets and Selling Space: % Growth 2024-2029
  • Table 138 Forecast Sales in Home Products Specialists by Channel: Value 2024-2029
  • Table 139 Forecast Sales in Home Products Specialists by Channel: % Value Growth 2024-2029

DIRECT SELLING IN THE US

KEY DATA FINDINGS

2024 DEVELOPMENTS

  • Another year of declining sales for direct selling in 2024
  • Bankruptcy and business closures mark direct selling in 2024
  • Neora experiences a landmark win against the US Federal Trade Commission

PROSPECTS AND OPPORTUNITIES

  • Direct selling set to maintain its declining trend over the forecast period
  • Weight loss drugs will disrupt the direct selling channel
  • New forms of social commerce present both opportunities and competition

CHANNEL DATA

  • Table 140 Direct Selling by Product: Value 2019-2024
  • Table 141 Direct Selling by Product: % Value Growth 2019-2024
  • Table 142 Direct Selling GBO Company Shares: % Value 2020-2024
  • Table 143 Direct Selling GBN Brand Shares: % Value 2021-2024
  • Table 144 Direct Selling Forecasts by Product: Value 2024-2029
  • Table 145 Direct Selling Forecasts by Product: % Value Growth 2024-2029

VENDING IN THE US

KEY DATA FINDINGS

2024 DEVELOPMENTS

  • Growth in vending holds steady in 2024
  • Innovation in airport retail apps and social media show promise for vending
  • Smart vending technology can reduce shrinkage

PROSPECTS AND OPPORTUNITIES

  • Vending will benefit from changes in how consumers shop
  • Ulta and SOS team up to dispense beauty products using smart technology
  • Food offers growth opportunities in vending

CHANNEL DATA

  • Table 146 Vending by Product: Value 2019-2024
  • Table 147 Vending by Product: % Value Growth 2019-2024
  • Table 148 Vending GBO Company Shares: % Value 2020-2024
  • Table 149 Vending GBN Brand Shares: % Value 2021-2024
  • Table 150 Vending Forecasts by Product: Value 2024-2029
  • Table 151 Vending Forecasts by Product: % Value Growth 2024-2029

RETAIL E-COMMERCE IN THE US

KEY DATA FINDINGS

2024 DEVELOPMENTS

  • Growth for retail e-commerce stays solid in 2024
  • Amazon faces strong competition from China-affiliated rivals
  • Third-party marketplaces pick up momentum in 2024

PROSPECTS AND OPPORTUNITIES

  • Social commerce and third-party marketplaces key to growth for retail e-commerce
  • Social media will influence search and discovery innovation
  • "De minimis" threshold likely to be lowered or cancelled under Trump administration

CHANNEL DATA

  • Table 152 Retail E-Commerce by Channel: Value 2019-2024
  • Table 153 Retail E-Commerce by Channel: % Value Growth 2019-2024
  • Table 154 Retail E-Commerce by Product: Value 2019-2024
  • Table 155 Retail E-Commerce by Product: % Value Growth 2019-2024
  • Table 156 Retail E-Commerce GBO Company Shares: % Value 2020-2024
  • Table 157 Retail E-Commerce GBN Brand Shares: % Value 2021-2024
  • Table 158 Forecast Retail E-Commerce by Channel: Value 2024-2029
  • Table 159 Forecast Retail E-Commerce by Channel: % Value Growth 2024-2029
  • Table 160 Forecast Retail E-Commerce by Product: Value 2024-2029
  • Table 161 Forecast Retail E-Commerce by Product: % Value Growth 2024-2029