蘑菇AV

Online resale merchandise value will reach $40 billion in the US by 2029, at a compound annual growth rate (CAGR) of 13%, according to March data from thredUP.

This week, consumers are concerned about tariffs but continue shopping via mobile and on low-price retailers associated with China. Consumers are also less focused on fast delivery and flocking to Google for reviews.

The share of US consumers who said they鈥檇 purchased something from a shoppable ad on CTV increased nearly 50% from February 2024 to August 2024, per our survey conducted by Bizrate Insights. Click here to view our full forecast for US retail media CTV ad spending. Predictions. As CTV-RMN partnerships deepen, new ad types will flourish.

Gen Zers will account for 30.2% of US BNPL users this year, according to our forecast. Our take: BNPL providers may need to regain Gen Z鈥檚 trust by meeting them where they鈥檙e at and emphasizing financial control. Financial management features like in-app budgeting controls could help.

There鈥檚 no denying the importance of brick and mortar: Physical stores will account for 83.8% of US retail sales, per our forecast. However, the way shoppers interact with stores has shifted over the past few years, forcing retailers to experiment with new formats.

US click-and-collect sales growth will slow slightly over the course of the next few years, per our forecast, as adoption levels off after an acceleration in 2020. Still, sales will increase by double-digit percentages both this year and next and reach $131.66 billion by 2026.

Gen Zers will account for 30.2% of US BNPL users, per our 2025 forecast, signaling a lasting shift in how younger consumers approach spending and credit. Our take: Retailers like Bath & Body Works are smart to adapt stores for Gen Z with video displays and digital integration. To further their appeal, they should emphasize affordable indulgences, flexible payments, and values-driven messaging.

PayPal partnered with Verifone to pair the point-of-sale (POS) provider鈥檚 hardware with Braintree鈥檚 payment processing and ecommerce capabilities, which are being rebranded as PayPal Enterprise Payments. This can help the company, which dominates ecommerce checkout, make inroads in store.

Omnichannel retail media will reach $61.24 billion in US spending this year, up 18.1% from 2024, per our forecast.

The stablecoin giant is exploring plans to launch a US-specific token and POS solution

Gen Z will account for 62.8 million US digital buyers by 2028, per our forecast. 47% of Gen Zers use social media for 2 to 4 hours daily, making the digital third spaces curated on these platforms critical for brands. What are digital third spaces? A 鈥渢hird space鈥� is an informal place where people gather and connect outside of home or work.

US in-store retail media ad spend will climb 45.5% this year, per 蘑菇AV鈥檚 November 2024 forecast. In-store will account for just 0.8% of omnichannel retail media ad spend, a total of $530 million. As commerce media networks integrate online and offline shopping data, in-store spend will continue to grow. 2. Off-site investments.

We forecast the number of US BNPL users will grow 5.8% YoY in 2025. But BNPL payment value will jump 15% YoY this year. The bigger picture: Despite Sezzle鈥檚 impressive growth, the company remains much smaller than many of its competitors. Affirm鈥檚 GMV for the 2024 calendar year was $31.2 billion. PayPal鈥檚 BNPL payment volume was approximately $33 billion last year.

Klarna will generate $33.38 billion in US buy now, pay later (BNPL) payment value by 2027, pulling ahead of Affirm in a period of massive growth for BNPL providers, per our forecast.

Key stat: 66% of US adults are unaware of, haven鈥檛 used, or aren鈥檛 interested in augmented reality (AR) shopping apps as of January 2024, according to a January 2025 蘑菇AV and CivicScience study.

In 2024, US consumer spending on online marketplaces will reach $468.33 billion, according to our forecast, with a significant portion of ecommerce sales shifting to these platforms.

Canada鈥檚 trade war with its largest trading partner is underway. While uncertainty remains around the scope and depth of US tariffs, Canadian brands and retailers need to rebalance a heavy reliance on US-based customers and suppliers.

While many users sell products via Twitch livestreams, Amazon has yet to position the platform as a rival to other social video commerce sites like TikTok Shop.

TikTok Shop expands in Europe as US fate remains uncertain: Launch in France, Germany, and Italy underscores push for growth amid pressure to boost sales.

Crush stands out for its performance-aligned model, charging based on growth instead of traditional agency fees鈥攁 strategy tailored to ecommerce-native clients. Why it matters: Retail media is booming, but brands need more than just ad buying鈥攖hey need partners who can manage the full funnel.

However, ecommerce isn鈥檛 traditionally a strong suit of dollar stores, so it may require additional investments in technology and talent to create a functional, user-friendly experience. This was originally featured in the Retail Daily newsletter. For more retail insights, statistics, and trends, subscribe here.

Amazon is the top dog of US retail, accounting for 37.6% of all US ecommerce sales this year for a total of $431.11 billion dollars, according to our forecast. While the giant has a successful stronghold in many US industries, Amazon isn鈥檛 dominant everywhere, especially as it pertains to a physical footprint and getting consumers comfortable with its elite tech. Here are a few areas Amazon hasn鈥檛 overtaken鈥攜et.