麦肯锡×ICSC：2026AI时代的购物革命：重构人货场零售门店角色再定义研究报告（英文版）（32页）.pdf

1、by Ken Yearwood and Shelley Stewart IIIwith Nathan Marks and Nick NoelRedefining stores for a new eraIn collaboration withShopping in the age of AI As AI reshapes how shoppers discover and buy products,the stores role is changing.Retailers and real estate firms must rethink store formats and shoppin

2、g center portfolios to better fit consumers lives.By Colleen Baum,Molly Squire,and Tyler Rose with Joshua ReubenExecutive summary 3Chapter 1The structural shifts shaping the future of shopping 6Chapter 2The new shopping trip calculus 11Chapter 3Designing stores for distinct shopping missions 16Chapt

3、er 4Winning in a world of selective shopping:Three imperatives for retailers 21Chapter 5Curating retail ecosystems:How landlords and developers can thrive 27Contents The US retail landscape is entering a new era.As consumers accelerate their use of AI for making routine purchases,stores will remain

4、a critical part of the shopping journeybut the role of the store will change.Store visits may become less frequent but more valuable.In this environment,retailers and real estate players will need to clearly define the specific mission of each store and shopping center and determine how to meet cons

5、umers evolving needswhether focused on convenience or discovery.The portfolio,operating,and investment decisions that these companies make over the next three to five years will determine which stores and centers earn their place in the future of shopping.For this report,McKinsey partnered with ICSC

6、,an organization serving the commercial real estate and retail industries,to survey more than 3,000 US consumers about their shopping preferenc-es.Drawing on this data,interviews with retail and real estate executives,and McKinsey analyses,we explore the structural shifts shaping the future of shopp