Global Scans · Retail · Weekly Summary

• [New] AI agents will influence 3 to 5 trillion dollars in retail sales worldwide by 2030. valantic
• [New] Asia-Pacific will generate around two thirds of global new retail sales in the next five years. valantic
• [New] Imminent mega-IPOs - SpaceX, Anthropic, and OpenAI - will test capital markets' capacity to absorb deals of extraordinary scale and the seemingly inexhaustible appetite for risk by retail investors. LinkedIn
• [New] USA is projected to record a CAGR of 18.7% through 2036, supported by rising participation in core use-case categories and expanding urban retail and e-commerce access. FactMr
• [New] Growth in India is estimated at a CAGR of 24.6% through 2036, reflecting expanding end-use applications and rising consumer awareness and improved distribution through online and specialty retail channels. FactMr
• [New] Demand in Brazil reflects a 20.7% CAGR outlook through 2036, shaped by strong brand presence and established retail networks and regulatory standards supporting product quality and safety. FactMr
• [New] The retail distribution channel is poised to grow with a CAGR of 6.2% from 2025 to 2033. Market Data Forecast
• [New] Retail spending through chatbots is projected to reach $72 B by 2028, up from just $12 B in 2023. YourGPT
• [New] Cruise retail continues to be one of the most exciting and fastest-growing channels within travel retail, creating significant opportunities for brands seeking to expand their international presence. DFNI
• [New] U.S. e-commerce penetration reached 16.2% of total retail sales in 2024 and is projected to hit 18% in 2026. Fungies.io - Sell digital products seamlessly
• Worldwide retail ecommerce sales are projected to reach $6.9 trillion in 2026, up from an estimated $6.4 trillion in 2025, driven by mobile commerce and marketplace expansion. Nova Analytics
• AI applications are expected to save the retail industry approximately $340 billion per year by 2027, primarily through process optimization and automation. Careertrainer.ai
• Global online retail sales are expected to surpass $8 trillion before the decade ends. SkillersZone
• Online stores are expected to represent the fastest-growing distribution channel between 2026 and 2033. Persistence Market Research
• Retail alone takes 55% of all AR usage in 2027, the biggest application category by far, ahead of gaming, manufacturing, and healthcare. www.limelightdigital.co.uk
• Despite ongoing economic uncertainty, the National Retail Federation expects U.S. retail sales to grow 4.4% in 2026, reaching approximately $5.6 trillion. Matthews
• Agentic shoppers could represent $190 billion to $385 billion in US e-commerce spending by 2030, capturing 10% to 20% of total online retail. FoodNavigator-USA.com
• 68% of retailers plan to use AI for inventory management and supply chain by 2026. Ringly.io
• China's AI retail investment is expected to reach $18.8 billion by 2027. Ringly.io
• 9 in 10 retailers will increase their AI budgets in 2026. Ringly.io
• AI spending in retail will reach $19.9 billion globally by 2026. Ringly.io
• Looking forward, 68% of retailers believe AI agents will handle most of their customer interactions within five years. Nevermined
• Competitive pressure is intense, with 63% of retailers agreeing that companies not adopting AI agents risk falling behind within two years. Nevermined

Last updated: 25 June 2026