蘑菇AV

US retail ecommerce sales will reach $1.720 trillion by 2027, hitting a milestone of more than 20% of overall retail sales, according to our forecast.

In seven charts, this report tells the story of some of the most critical trends that digital leaders need to know about in 2024 and beyond.

Our expanded retail and ecommerce forecast coverage now includes country-level breakouts for 66 nations around the world. North America, China, and Western Europe continue to drive global outcomes, but a total of 53 countries will have at least $1 billion in ecommerce sales.

The company plans to open more physical stores after its first large-format location outside Chicago boosted sales in Illinois by 15% compared with other US markets. Wayfair is also focusing on curation to help shoppers find what they need. The Wayfair Verified stamp assures quality, with many items featuring editorial videos highlighting key features.

Gen Z鈥檚 complicated path to purchase leans heavily on digital platforms and channels. But offline resources still play a key role.

AppLovin is setting its sights on ecommerce: Executives plan to attract spenders and grow revenues with a slew of ad product launches.

Follow us on Instagram. Episode Transcript:. Sara Lebow (00:00):. Do you know what it takes to transform marketing into a data-driven profit center? Are you able to align the C-suite around your AI vision and strategy? Zeta Global has the playbook to help you get started. Download Driving Growth in the AI era today. Find out more at the link in our show notes. (00:19):. Hello, listeners.

Amazon reevaluates social commerce ambitions with Inspire shutdown: The retailer is prioritizing Rufus and shoppable partnerships with TikTok and other platforms.

US internet users鈥攅specially younger ones鈥攈ave grown comfortable buying goods while using social networks. But substantial differences between what they buy鈥攁nd where鈥攁re clear.

In 2025, we forecast Amazon's US retail ecommerce sales to be $530.88 billion, making up a whopping 41.1% of the total US retail ecommerce sales. Its sales will be more than the next largest 15 US ecommerce companies combined, per 蘑菇AV forecasts.

Walmart and Target reported their Q3 earnings last week. Despite varying retail success, both reported strong growth in their retail media networks鈥擶almart Connect鈥檚 US business grew 26% while Roundel鈥檚 growth was in the mid-teens, per CEO Brian Cornell.

In the US, hoteliers will open more than 86,200 new rooms in 2025, rising to more than 101,000 rooms next year, up from 72,160 in 2024, per research firm Lodging Econometrics. Wyndham opened 68,700 rooms worldwide, including 28,000 in the US, in 2024. Its development pipeline rose 5% YoY in Q4 to 252,000 rooms.

Amazon opens a 鈥減arapharmacy鈥� in Milan: The store is part of a broader push into beauty and personal items and marks its latest attempt to crack the brick-and-mortar code.

Roughly 2 in 5 US adults who read reviews trust them less now than they did five years ago, compared with just 10% who say their trust has increased. Interestingly, those consumers who use online reviews the most鈥攁ka Gen Zers鈥攁re more trusting of them, perhaps due to their comfort with acting on social media recommendations.

. $229 billion of global holiday ecommerce sales were influenced by AI-powered recommendations, targeted offers, and customer service support, according to Salesforce. At the same time, 71% of US online shoppers surveyed by Bain said they were unaware of using genAI when shopping online, despite many having made a recent purchase with retailers offering such tools.

Challenges mount for Temu and Shein: Both are facing crackdowns by US and EU regulators that could severely curb their long-term prospects.

Gauging the influence of digital on the shopper's journey.

Nearly one-third (31%) of US consumers would prioritize spending on essential items if tariffs or a trade war drove up prices on their regular purchases. By locking in shoppers now, Amazon is positioning itself as their go-to retailer鈥攏o matter the economic climate.