DrakeStar-2025年零售技术市场报告-RETAIL TECHNOLOGY MARKET REPORT

RETAIL

TECHNOLOGY

MARKETREPORT

FULLYEAR2025

NEWYORKILONDONILOSANGELESIPARISIMUNICHSANFRANCISCOIBERLINIDUBAI

DELIVERINGSUCCESSFULOUTCOMESFOROURCLIENTS

100%

TECH-FOCUSED

INVESTMENTBANK

Oneofthelargesttech-focusedteams

TOPGLOBALBOUTIQUE

GLOBALMID-MARKETTRANSACTIONS

Topglobalboutiqueinvestmentbankfocusedonmid-marketTech

8COREVERTICALS

INDUSTRYEXPERTISEBASEDONSTORY

Withsenioradvisorteamofex-corporateCEOs

OVER500

TRANSACTIONS

Withmid-capgrowthfocus

EXPERIENCEDTEAM

PROFESSIONALS

16Partnerlevelbankers

8officesin5countries

OVER60

AWARDS

•10xInvestmentbankoftheyear

•45+Dealoftheyear

•6xLeadershipawards

2

wwwdrakestarcom

3

STRICTLYCONFIDENTIAL

GLOBALREACHCOMBINEDWITHLOCALPRESENCE

ONEOFTHELARGESTTECHTEAMSACROSSNORTHAMERICA,EUROPEANDASIA

8

offices

5

countries

500+

Transactions

45+

DealoftheyearAwards

70%+

cross-BorderTransactions

30+

partners&

seniorAdvisors

4

*DrAkesTARSTRICTLYCONFIDENTIAL

OVER500+TRANSACTIONSCOMPLETED

5

DRAKESTAR'SRETAILTECHNOLOGYCOVERAGETEAM

GLOBALEXPERTISETHL○CALPRESENCE

ErikHansen

partner

Newyork

+165O521348O

erik.hansen@drakestar.com

Jimmycanner

partner

Newyork

+16102233133

jimmy.cannerQdrakestar.com

Ericward

Managingpartner

London

+44774O052486

eric.ward@drakestar.com

JulianRiedlIbauerpartner

Berlin

+491726615759

julian.riedlbaur@drakestar.com

christopheMorvan

Managingpartner

paris

+33687990537

christophe.morvan@drakestar.com

$

t

SENIORLEADERSHIP

RalfphilippHofmann

Managingpartner&MemberoftheExecutivecommittee/co-FounderMunich

Julianostertag

Managingpartner&MemberoftheExecutivecommittee/co-FounderMunich

GregoryBedrosian

Managingpartner&CEO,MemberoftheExecutivecomittee

Newyork

+491733930070

ralf.hofmann@drakestar.com

+4989149026520

julian.ostertag@drakestar.com

+l2035245652

regory.bedrosian@

#DRAKESTAR

.dralkestar,conn

7

#DRAKESTAR

PERATIONS,ANDMONETIZATIONATSCALE

01

02

03

04

05

ASRETAILSPENDSCALESACROSSDIGITALANDPHYSICALCHANNELS,TECHNOLOGYHASBECOMETHEPRIMARYLEVERFORGROWTH,EFFICIENCY,ANDMARGINPROTECTION

ConsumerandMacroTrends:Withconsumerdemand,budgetconfidence,andchannelpatternsbecomingincreasinglyvolatile,retail

technologyisbeingpushedtowardadaptive,real-timedecisioningratherthanstaticplanning

TheRetailOperatingAgenda:Retailtechnologysharpenstheretailoperatingagendabyilluminatingtheclearestleversforconversionand

margin,ensuringROIisvisibleandmeasurableacrossthebusiness

MarketMap:Theretailtechnologyecosystemisstructuredaroundaunifiedcommerceflywheel–Plan,Market,Sell,Fulfill/Serve,and

Learn/Monetize–bringingtogethercapabilitiesacrossbothdigitalandphysicalchannels

SegmentDeepDives:Retailtechnologyisbecomingasynchronized,data-drivenecosystemwhereplanning,retailmedia,ecommerceenablement,in-storetech,andpost-purchasesolutionsoperateasonestacktodrivedemand,conversion,experience,andprofitability

CapitalMarketsandM&A:Theretailtechnologymarketisenteringaconsolidationphasewherefundingconstraintsandpoint-solution

fatiguearecatalyzingawaveofroll-upsbysystems-of-recordplatformstocreateintegratedsupersuites

8

必DRAKESTARSources:PitchBook,WiseGuyReports

Note:(1)RetailtechnologytransactionsincludeMergers&AcquisitionsandPrivatePlacements

RETAILTECHNOLOGYMARKETGROWSASMARGINPRESSURESAMIDSTECONOMICUNCERTAINTIESFORCEEFFICIENCYSTRATEGIES

~$31T

AnnualGlobalRetailSalesin2025

$282B

GlobalRetailTechnologySpendin2025

~6%

ProjectedMarketCAGRthrough2035

750+

GlobalRetailTechnologyTransactionsin2025(1)

Ascomplexityincreases,retailersareconsolidatingspendtowardfewer,more

integratedtechnologyplatformsthatcanunifydata,workflows,andAIcapabilities

ThelandscapeismovingbeyondautomationtoAI-drivenpersonalizationandpredictiveshopping

Robustadoptionof

omnichannelmodelthat

blendsphysicalanddigitaltouchpointsforseamlessshoppingjourneys

N

FocusonAIadoptionandtransformdataoverloadintostrategicinsights

usinganalyticsanddigitalshelflabels

9

Sources:DrakeStarResearch,PitchBook,WiseGuyReports

Theglobalretailtechnologymarketisprojectedtogrow~6%annuallyto~$500Bby2035,drivenbyautomationandAI,increasingthestrategicvalueofplatformsthatcontrolhigh-qualityfirst-and

third-partyretaildataatscale

RetailtechnologyM&Aandprivateplacementsregainedmomentumin2025,withcapital

concentratingaroundenterprisesystemsofofrecord,action,engagement,andintelligencethat

demonstratehighcustomerretentionunderscoringtheirvaluetoretailbuyersandpositioningthemasnaturalconsolidationplatforms

Asthird-partycookiesbecomelessreliable/morerestrictedandAImodelsdemandricherinputs,controlofclean,permissionedfirst-partydata,augmentedbyembeddedthird-partydata,is

becomingtheprimarysourceofdefensibility,valuationpremiums,andAIdifferentiationinretailtechnology

Retailtechnologyisenteringastructuralconsolidationphase,withM&Aacceleratingtheabsorptionoffragmentedpointsolutionsintosystemsofrecord,action,engagement,andintelligence.Thisiscreatingpowerfulcentersofgravityaroundrobustcoreplatformsthatwillshapethenext

generationofvaluecreationacrossthe$31trillionglobalretailmarket.

GLOBALRETAILSALESOVER$30TRILLION:TECHNOLOGYISANON-NEGOTIABLECOMPONENT&GROWTHENABLER

RETAILSPEND–BYREGION

GlobalRetailSales2025$31.3T

In-storeSales:$23.5T

RETAILMARKETSIZE

US

China

Japan

Germany

UK

RoW

24.0%

22.0%

7.0%

4.5%

3.5%

39.0%

Ecommerce

Sales:

$6.4T

ECOMMERCESPEND–BYREGION

China

US

UK

Japan

Germany

RoW

22.0%

3.5%

l2.7%

2.2%

15.6%

54.0%

#DRAKESTAR

Sources:CapitalOneShopping,Gartner

Note:(1)OnlineShoppingStatisticsbyCountry,CapitalOneShoppingpublishedonApril24,2025

Globalretailsales

growthisincreasingly

drivenbyregional

expansionstrategies,

withretailersleveraging

scale,digital

ecosystems,and

localizedmarketentry

Retailersareaccelerating

omnichanneladoption

asecommercereaches

scale,representing

approximately20.5%

($6.4T)ofworldwide

retailspendin2025(1)

RETAILTECHNOLOGYPRESENTSAMASSIVEOPPORTUNITY

Storesstilldrive80%ofretailsales

Ecommerceshapesdiscovery+decision

AIisemergingasthenewfrontdoortoretail

Retailtechnologynowunderpins

bothphysicalstoreoperationsand

digital-firstconsumerjourneys

.dralkestar,conn

RESILIENTSPENDING,RISINGVALUESENSITIVITY:HOWCONSUMERSARERESHAPING

RETAILDEMAND

RETAILSALESPERFORMANCEMo/Mo,SeasonallyAdjusted(1)

TotalRetailSalesCoreRetailSales(2)

●

1.6%

1.3%

Jul-25Aug-25Sep-25Oct-25Nov-25Dec-25

CONSUMERPULSEONSTATEOF

ECONOMY(3)(4)

ConsumerConfidenceFinancialSecurity

43.1%

38.3%

Jul-25Aug-25Sep-25Oct-25Nov-25Dec-25

SHIFTTOWARDSMOREVALUEFORTHEPRICE(5)

2.0%2.0%

1.8%

0.6%

GroceryRestaurantsHotelApparel

•Retailsalesexcludingautodealersandgasstationsrose~1.3%monthovermonthand~3.5%yearoveryearinDecember2025,asharppickupfromNovember’smodest0.12%monthlygain(6)

•ConsumerconfidencefellsharplyinJanuary2026,withtheConferenceBoard’sConsumerConfidenceIndexdroppingto84.5-itslowestreadinginmorethanadecade(since2014)

•Bothpresentconditionsandfutureexpectationsweakened,reflectinggrowingpessimismaroundjobprospects,incomestability,andthebroadereconomicoutlook

•Despitethedeclineinsentiment,retailspendingremainedresilientthroughlate2025andearly2026.CoreretailsalesstrengthenedsequentiallyinDecember,supportedbyastablelabormarketandlingeringpent-updemand

•Thiscreatesanotabledisconnectbetweenconsumers’perceptionsandtheiractualspendingbehavior

•Thedivergencebetweensoftersentimentandsteadyspendingsuggestsconsumersarecopingwithuncertaintybyprioritizingvalue,curbingdiscretionarypurchases,andexhibitingsharperpricesensitivity,despiteheadlinesalesholdingfirm

•Risingvolatilityiscompellingretailerstoenhanceoperationaldiscipline,prioritizingprecisepricing,conversionimprovements,strongerinventoryproductivity,andefficiencygains,withanemphasisonfocused,near-terminitiativesoverexpansiveinnovation

•Withearlierinventorytimingadvantagesfading,retailersareimplementingpriceincreasesthatintensifysupply-chainpressures,makingcostescalationsmorevisibletoshoppers

#DRAKESTAR

Sources:NRF,Deloitte,Reuters,Forbes.dralkestar,conn

Note:(1)Month-over-month,SeasonallyAdjusted;(2)Coreretailsales:excludesrestaurants,autodealersandgasstations;(3)TheConferenceBoard–ConsumerConfidenceIndex;(4)Deloitte

ConsumerSignals/ConsumerPulsesurveys(5)BasedonasurveyconductedbyConverge–Deloittecreditcardpanel,includespercentageshiftfrom‘lessvaluefortheprice’brandsduringMarch2022toFebruary2025,N=~5millioncardsoverthreeyearsendingFebruary2025;(6)NationalRetailFederation,January12,2026

FROMEXPERIMENTATIONTOAGENTICAI:HOWRETAlLISINVESTINGITSWAYTOA$500B,PERSONALIZEDFUTURE

COMMENTARY

RETAILTECHNOLOGYMARKETSIZE

($inB)

•GenerativeAIadoption,risingdemandforseamless

CAGR:5.9%

omnichannelshopping,growthinsocialcommerce,andincreasinguseofAIchatbotsaredrivingprojected

marketgrowthof~6%annuallyto$500Bby2035

$500

–Throughouttheyear,7in10retailexecutivesembracedAItodelivermorepersonalizedcustomerexperiences,signalingaclearshiftfromexperimentationtomainstreamuse(1)

•Globalretailtechnologyspendreached~$282Bin2025,approachingthetotalenterpriseITanddigitalbudgets

$266

retailersareprojectedtodeployby2029(~$284B),underscoringthegrowingconcentrationofITspendaroundretail-nativeplatforms(2)

•Retailismovingfromrule-basedautomationtoagenticAIacrosscustomerengagement,storeoperations,and

supplychains

•Personalizationdrivesupto40%morerevenue,and

20242035E

80%ofconsumerspreferbrandsthatdeliverit,makingitakeygrowthlever(3)

DRAKESTAR

Sources:WiseGuyReports,HGInsights,Deloitte.dralkestar,conn

Note:(1)2026RetailIndustryGlobalOutlook,Deloitte;(2)Forecast:EnterpriseITSpendingfortheRetailMarket,Gartner;(3)BasedonTop10RetailIndustryTrends&Innovationsin2026

publishedbyStartUsInsightsonAugust28,2025

WHYRETAILTECHNOLOGYEXISTSCOREPURPOSECHALLENGESSOLVED

Drivedemandthroughreach,

personalization,and

monetization

Planthebusiness–merchandise,inventory,pricing,supply

Demandisscatteredacrosschannels

andmoments

Planandrunsupplyprofitably

withdemand-alignedinventory,

sourcing,andfulfillment

Createdemand–awareness,influence,engagement,monetization

Supplyiscostly,slow-moving,and

margin-sensitive

Deliverseamlesstransactions

andexperiencesacrossdigital

andphysicalchannels

Convertdemand–transactions,fulfillment,experience

Attentionmustbemonetizedwithouthurtingtheexperience

匹

Continuouslylearn,adapt,and

optimizethroughunifieddata,

analytics,andAI-driven

feedbackloops

Runthestore–labor,operations,lossprevention,execution

Transactionsmustworkflawlesslyacrossdigitalandphysical

Theseprioritiesaligndirectlywiththecorepillarsof

retailtechnology:planningsystems,retailmediaand

advertisingplatforms,ecommerceandomnichannel

enablement,andin-storeoperationalsystems

#DRAKESTARSources:NRF,Gartner,IDC

Effectiveretailtechnologyexpandsrevenueper

customer,fortifiesmargin,andstreamlinesoperating

costs,enablingresilientprofitabilityinacomplexretail

landscape

Byharmonizingdemandinsights,supplyplanning,

andoperationalexecutiononunifiedplatforms,retail

technologyreducesfrictionwhiledrivingscalable,AI-

enabledefficiencyacrossthecustomerjourney

.dralkestar,conn

Al-POWEREDPLATFORMSARERE-ARCHITECTINGTHERETAILTECHNOLOGYSTACKFORAUNIFIEDCOMMERCEFUTURE

UNIVERSALCOMMERCEPROTOCOL:

THEOPENSTANDARDSHAPINGRETAIL’SNEXTERA(3)

Google

•EstablishesauniversalprotocolthatletsAIagentsandretailersinteroperateacrossdiscovery,checkout,andfulfillment

•Standardizescapabilitieslikepayments,identitylinking,andorderflows,eliminatingcustomintegrations

•AllowsmerchantstoretaincontrolofbusinesslogicwhilesurfacingproductsnativelyinAIenvironments

•Unlockszero-click,agent-ledshoppingwhereAIcanevaluate,negotiate,andpurchaseautonomously

•Builttobeextensible,enablingretailerstodeclareuniquecapabilitiesandevolveasAIcommercematures

ImplicationsforRetailers

Enablesdirect

transactionswithinAIinterfaces,bypassingtraditionalfunnels

Retaildiscovery

increasinglyshiftsintoAI-nativeenvironments

Asingleopenprotocol

streamlinesadoptionandreducestechdebt

Givesretailersthe

flexibilitytodefinecustomfulfillment,pricing,and

servicecapabilities

AIISRAPIDLYBECOMINGTHENEWOPERATINGSYSTEMOFRETAIL

By2026,~40%ofenterpriseapplicationswillincorporatetask-specificAIagents(1)

•AIismovingfromhypetoapracticalnecessityinretail,with2026markingashifttowardembeddingitasalong-termtransformation

builtonstrongdatafoundations,definedprocesses,andrealisticimplementationtimelines

Year-over-yearinvestmentinAIis

projectedtoriseby31.9%from2025to2029,drivenbythegrowing

adoptionofagenticAIapplicationsandsystems(2)

•Asretailersaccelerateinvestmentinappliedusecases–from

personalizationandCRMtodemandforecastingandsupply-chainoptimization–AIisbecomingapowerfulcompetitivedifferentiator

•ThosethatscalethesecapabilitiesthoughtfullyandadaptquicklyarepositionedtoleadasAIbecomesdeeplyintegratedacrosstheretailvaluechain

RETAILTECHNOLOGYFRAGMENTATIONISFORCINGARE-STACKINGOFTHEECOSYSTEM

Retailtechnologyremainshighlyfragmented,creatingvendorsprawl,integrationdebt,andrisingTCO.Thisisacceleratingashifttowardfewer,broaderplatforms,structuredaroundfourlayersofvalue:

SystemsofEngagement–WhereCustomersInteract

Planning,ERP,PLM,ItemMaster→Owncoredata,governance,and

long-horizonworkflows

increasinglydependentondeeperdataandworkflowintegration

SystemsofExecution–OpsDecisionsHappen

OMS,POS/Unified

Commerce,WMS,

FulfillmentOrchestration→Drivereal-timeoperationalintelligenceand

cross-channelcoordination

SystemsofMonetization–NewProfitPools

RetailMediaNetworks,

Measurement→Monetize

first-partydataandattention;stronggrowthbut

fragmentedsupply

DigitalExperience,

Personalization/Search,

Loyalty,CustomerService→Highinnovation,but

SystemsofRecord–TheSourceofTruth

#DRAKESTAR

Sources:NRF,Gartner,IDC.dralkestar,conn

Note:(1)Basedon‘GartnerPredicts40%ofEnterpriseAppsWillFeatureTask-SpecificAIAgentsby2026,UpfromLessThan5%in2025’publishedbyGartneronAugust26,2025;(2)‘AgenticAItoDominateITBudgetExpansionpublishedbyIDC’onAugust26,2025;(3)

https://blog.google/products/ads-commerce/agentic-commerce-ai-tools-protocol-retailers-platforms/

RETAILMEDIASPENDINGINTHEUS(in$B)

CAGR:18.6%Retailmedia

$100

$84

$71

$60

20252026E2027E2028E

comprises

retailer-owned

advertisingplatforms

thatletbrandstarget

consumerswithinthe

retailer’secosystem,

creatingrevenuewhile

promotingproducts

acrossonlineand

offlinechannels

•RetailmediaadspendingintheUSisgrowingrapidlyandisexpectedto

surpass$100Bby2028,upfrom

~$60Bin2025,makingitoneofthefastest-growingdigitaladvertising

channelswith~18.6%annualgrowth

•RetailmediaisincreasinglypoweredbyDSPsintegratedwithcloud

infrastructure,enablingreal-time

targetingandscalableaddelivery;

thisconvergencedrivesdata-drivenpersonalizationandmonetizationacrossretailerecosystems

COMMONCOMPONENTSINRETAILMEDIASTRATEGY(1)

70%

RetailerDemandSidePlatformAds

65%

On-siteDisplayAds

64%

SearchEngineShopping

Ads

63%

On-siteSearchAds

61%

SocialCommerceAds

RetailMediaAdSpend:DrivingGrowthofRetailMediaPlatformsandRetailTechnology

GLOBALRETAILMEDIA

•

PLATFORMMARKET(in$B)

Intelligentretailmediaplatformsmergecommerce,data,andAItoturnfirst-partyinsightsintopersonalized,omnichannel

$36.5B(2033E)

advertisingthat’smeasurableandscalable.Astheyevolve,expectfullintegrationofmedia,commerce,supplychain,andanalytics–drivingaprivacy-firstrevolutioninhowbrandsconnectwithconsumers

(2024)

AmazonAdsdominates(~67%

USmarketshare),offering

sponsoredsearch,display,video,

andDSP-basedoffsitetargeting

9.3%

CAGR

$16.4B

focusesonomnichannel

engagement,includingin-

storeformatsandCTV

integrationpost-Vizioacquisition

#DRAKESTAR

Sources:eMarketer,Nielsen,Encodify,GrandviewResearch,ecommerceNorthAmerica,TheDrum.dralkestar,conn

Note:(1)SkaixP2PIStateofRetailMedia,BrandPerspectiveStudy,December2024

Q3:Whichofthefollowingcomponentsarepartofyourorganization’s/yourCPGclients’retailmediastrategytoday?;Base:TotalRespondents,n=109

AILMEDIA

COMMERCEMEDIAAD

SPENDINGINTHEUS(in$B)

CAGR:15.3%

$118

$67

20252029E

Commercemedianetworks(CMNs)

havegrownintoextensiveadvertising

ecosystemsthatspansectorslike

retail,finance,andhealthcare,using

first-partydatatodelivertargetedads

acrossbothdigitalandphysical

customerexperiences

COMMERCEMEDIAISNOLONGERJUSTAPREDICTION;IT’STHEREALITYOF2025

NotableTrends

TheRiseofRetailMediaNetworks(RMNs)

Retailersarebuildingunifiedplatformslinkingecommerce,POS,loyalty,andpaymentsforseamlessexperiencesandcross-channel

commercemedia

Commercemediausesverifiedpurchases

andfirst-partydataforaccurateROIand

directad-to-saleattributiononlineandoffline

ToolslikeWalmart’sChatGPTintegration

andGoogle’sagent-initiatedcheckoutarereshapingretail,promptingretailersto

structureproductdataforvisibilitywithinAI-drivenpurchasepaths

RMNsareadplatformsretailerscreateontheirwebsitesandapps,enablingbrandstobuyadspaceandreachcustomers

throughouttheirbuyingjourney

PartneringwithRMNsletsbusinessesplacesponsoredadsonothersites;unlikeintrusivepop-ups,theseadsblendseamlesslywiththepage,enhancingtheshoppingexperience

TheglobalRMNmarketwas$30Bin2023andisprojectedtohit$57Bby2030,growingata10.5%CAGR,drivenbythesurgein

ecommerceandonlineshopping(1)

Advertisersaredemandingincrementalitytesting,clean-roomaccess,andstandardizedreporting;topRMNs(likeAmazon,Walmart)nowofferthesetoolstobuildtrust

WhereAIMeetsRetailTechnology:DrivingIntelligentCommerceMedia

AIassistantsarebecoming

autonomousshoppingagents,driving

agenticcommercefrom$136Bin

2025to$1Tby2030(2)

GenAIincommercemedia

automatesplanning,bidding,andKPI

analysis–boostingcampaign

performanceby30–50%(3)

AIincommercemediaenables

transparentmeasurementwith

standardizedmetricsacrossretail

networks

#DRAKESTAR

Sources:eMarketer,Forbes,RetailMediaInsiders,GrandviewResearch,BizCommunity.dralkestar,conn

Note:(1)GrandviewResearchReport(2024–2030);(2)McKinsey;(3)Emarketer,April2025

FORFURTHERDETAILSPLEASECONTACT

ERIKHANSEN

DRAKESTAR.dralkestar,conn

18

#DRAKESTAR

FORFURTHERDETAILSPLEASECONTACT

ERIKHANSEN

19

#DRAKESTAR

FORFURTHERDETAILSPLEASECONTACT

ERIKHANSEN

20

#DRAKESTAR

FORFURTHERDETAILSPLEASECONTACT

ERIKHANSEN

AIIMPLEMENTATIONACROSSRETAILTECHNOLOGYSPACE

DemandForecasting

AIintegrateshistorical,market,andunstructureddata,enablingprecisedemandpredictionsthroughMLmodelsandnaturallanguagequeries

SmartLogistics

Usingreal-timedata,AIstreamlinesdeliveryroutestocutfuelcosts,acceleratetransit,boostcustomersatisfaction,andavoiddelays

FlexiblePricing

AIanalyzesmarkettrends,buyerbehavior,andcompetitorpricingtoadjustprices,manage

promotions,andensureretailprofitability

OptimizedStockFlow

RetailersuseAItopredictdemandusingpurchasedataandanalytics,automatesorderfulfillment,andprovidealertstooptimizeinventory

IntelligentStoreDesign

Bycombiningshopperinsightswithtransactiondata,

retailersleverageAI-poweredheatmapstooptimizelayouts,attractattention,andmaximizerevenue

TargetedEngagement

LeveragingAIandpurchasedata,retailerscancreaterecommendationsandoutreachstrategiestoenhancepersonalization&maximizeconversions

#DRAKESTAR

Sources:Netsuite,Forbes,BusinessInsider,Emarsys,Neontri

Note:(1)SAPEmarsysAIinUSRetail2025report

SUCCESSFULDEPLOYMENTOFAIACROSSRETAILSECTOR

%M

H&MadoptedAltooI“Cherry”toanalyzeclothingimages,

generatedescriptions.Thisapproachedhelpedthecompanytostreamlinecontentcreationwithconsistentaccuracy

AmazonIeveragesAltooI“PriceOptimizer”toadjustpricesbasedondemandandcompetition,boostingcompetitiveness,increasingsalesby5%,andimprovingprofitsby2%

walmart*

WalmartintroducedSparky,anAI-poweredshoppingassistantinitsappthathelpscustomersfindproducts,readreviews,get

personalizedrecommendations,andevenplanparties

KerrypartneredwithlBMWatson’sTrendspotterAltoanalyze

socialmediaandpredictfoodtrends,cuttingproductconcepttimeto

5daysandcreationtounder2months

BYTHENUMBERS1…

47%

USretailersreport

AI-drivenloyalty

gains

69%

Consumersexpress

approvalforAI

suggestions

55%

USmarketersplan

expandingAI

budgets

42%

USshoppersfavor

AI-enhancedbuying

experiences

.dralkestar,conn

RISINGADOPTIONOFSMARTTOOLSINRETAILPLANNING

Retailplanningisastructuredprocessthatusespastperformanceanddemandforecaststosetgoals,planmerchandise,manageinventory,createmarketingstrategies,andreviewresultstoalignwithbusinessobjectivesandfinancialtargets

RETAILSPACEPLANNINGSOFTWAREMARKETSIZE(in$B)

CAGR:8.5%

20242033E

•Retailspaceplanningsoftwareunifiesphysicalanddigitalchannels,optimizinglayouts,inventory,andcustomerflowforgreaterefficiency

•Drivenbytheneedforefficientspaceuseandbettercustomerexperiences,thesesolutionsimprove

trafficflow,productvisibility,andconversionrateswhilesupportingomnichannelstrategies

$3

$1

TransformedCoventGardenintoafuturistic,sci-fipop-uptolaunchitsMercuryRetrogradeeye-

shadowpalette,blendingimmersiveretailwithboldexperientialmarketingtocaptivatenew

audiences

ADVANCEDTOOLSAREEMPOWERINGCUSTOMER-CENTRICRETAILPLANNING

•Advancedretailspaceplanningnowreplacesintelligentvirtual

storedesign(IVSD)forbetterretailerlanguagealignment,whileIVSDremainsfuture-focused

•AI-drivenretailplanningusespredictiveanalyticsandedgeAItoautomateforecasting,pricing,andshrinkagereduction–boosting

efficiencyandagilityacrossconvergingphysicalanddigitalchannels

•SmartShelftechnologyadoptionisaccelerating,offeringfeatureslikeon-shelfavailability,o