Check out this analysis of the changing US retail landscape. IHL pulled the numbers on the US consumer, store growth and decline by category, and much more.
Overall, retail is still growing. But notice how much of the growth is coming from food service and convenience stores.
Dollar stores, convenience stores and new entrants (like Aldi and Lidl) are driving store growth.
One of IHL's conclusions: the laggards severely underspend on IT. They lack the will or funds to tackle ecommerce.