Industry Outlook: Retail Sector Faces Ongoing Rapid Shifts in 2nd Half of 2025

News Analysis

The first half of 2025 was a challenging period for U.S. retailers, marked by widespread consumer pessimism and intensifying competition fueled by the growing convergence of online and offline experiences. While consumer sentiment improved in June, experts anticipate that retailers will continue to face a rapidly evolving environment in the second half, driven by shifting consumer buying patterns and the acceleration of omnichannel marketing.