RetailGeek
Retail, E-Commerce and Shopper Marketing
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Latest posts
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Retail Rebounded in August But Stores Have Only Grown Half a Percent This Year.
The headline on the August retail data is a rebound. Sales rose 1.2% from July and 6.0% from last August, according to the Census Bureau. After July’s first monthly decline in nine months, that’s the number everyone is relieved about. Fine. Now take out gas stations, then take…
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The playbook that reached this family two decades ago reaches one of them today.
Same couch. Same room. Same popcorn bowl, except now nobody is eating it. I built these two images because I wanted to actually look at the thing we keep calling fragmentation. And I think we describe it wrong. Content was already fragmenting in 2006. Cable, TiVo, early YouTube.…
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How Much Shopping Really Happens Inside ChatGPT?
Americans are having about 566 million conversations a month about shopping with ChatGPT. Add Gemini, Copilot and the rest and the real figure is even higher. I got to that number the hard way, because nobody publishes it. I wanted to answer what sounds like a simple question.…
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Six Amazing OSX Tools
I’ve had a personal interest in productivity since I first found David Allen’s Getting Things Done in 2001. I spend most of my working hours on a Mac and, like most of us, I use a wide variety of tools to make the work more comfortable. But there’s a small handful that give me…
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2025 Top 5 US Retailers by Growth
It’s one thing to be a big retailer, it’s another thing to capture the most incremental consumer spending. Here are the five retailers that adding the most incremental sales dollars in 2025. These 5 retailers captured 48% of all new spending in 2025.
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2025 Top 5 Retailers
Here is my best estimate of the top 5 retailers in the US in 2025, and what their GMV is. Note that this include Walmart only, not Sam’s Club $93B in US GMV, then Walmart Inc is the #1 retailers in the US in 2025. Amazon $536 BWalmart $495 BCostco $ 200 BHome Depot US...
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Top 10 Retailers Every Decade
Doug McMillon, the former CEO of Walmart, used to carry a picture on his iPhone, of the top 10 retailers in the US every decade. He did it to remind him that no retailer is entitled to stay on the list forever. His list was slightly historically inaccurate (due to how the source…
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I got tired of guessing how U.S. retail is really doing, so I built a dataset
For the last week I’ve been pulling comparable sales and digital growth for every U.S. public retailer, straight from their own press releases, 10-Qs and 10-Ks. No aggregators, no estimates, no “industry sources.” 52 companies, about 3,300 data points, every one traced back to…