The U.S. retail sector continues to demonstrate exceptional resilience and adaptability, with leading markets and segments outperforming expectations even in a dynamic economic environment.
This report provides an in-depth analysis of emerging trends driving sector momentum, from regional standouts to the roles of institutional capital and consumer behavior. Explore the factors behind sustained performance, discover which formats are attracting the most attention, and gain actionable insights to inform your decisions.
Key Takeaways:
- Availability remains at a historically tight 5.3%
- Positive absorption of 1.1 MSF marks a notable shift after two quarters of decline
- Sunbelt markets—Dallas, Houston and Phoenix—continue to outperform
- Retail space productivity up 4.4% YoY, outpacing rent growth
- Investment sales volume surged 43% compared to Q3 2024
