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Amazon and Walmart dominate the landscape, but the other half of US ecommerce sales is still up for grabs.

B2B ecommerce growth is outpacing B2B product and electronic sales growth. And ecommerce site sales are taking an increasing share of the market. Macroeconomic conditions, buyers’ preferences, and AI use are fueling increased digital transactions, particularly through third-party marketplaces.

Amazon's sales share will continue to grow in key product categories. But food and beverage remains a rare weak spot for the ecommerce giant.

The trend: Summer retail sales are starting earlier and stretching longer than ever. Our take: Retailers aren’t just chasing summer sales—they’re building revenue engines that integrate ecommerce, loyalty programs, and retail media into a more durable flywheel. By making sales events exclusive to members or offering perks like early access to deals, they’re encouraging sign-ups, deepening engagement, and boosting long-term customer value. The longer promotional windows give retailers more time to drive discretionary spending, alleviate fulfillment bottlenecks, and monetize digital traffic through advertising. That’s especially critical this year, as economic uncertainty prompts more consumers to pull back on nonessential purchases.

The insight: The gap between Target and its mass merchant competitors Amazon and Walmart is widening. While Amazon and Walmart are consolidating their grip on consumer spending after investments in value and convenience, Target’s largely discretionary assortment and diversity, equity, and inclusion (DEI) controversies are sharply curbing its appeal. Our take: Shoppers are prioritizing necessities over discretionary goods and favoring retailers that offer value and convenience.

Online fashion sales are stable and growing slowly, but they lag wider ecommerce. Consumers are concerned about sustainability, but price is a bigger priority.

This deck provides an overview of the travel sector in ecommerce, including forecasts for sales growth, digital ad spending, and KPIs. It also highlights consumer shopping behaviors, research trends, what’s changed since last year, and the influence of technology on purchase decisions.​

Even as ecommerce alcohol sales rise, physical stores continue to dominate the path to purchase. Nonalcoholic beverages and Dry January are also picking up steam.

Growth rates will decline, but digital grocery will remain a key focus for retailers looking to drive incremental sales dollars in ecommerce.

Peru is Latin America’s fifth-largest retail ecommerce market by total sales volume. Although social unrest has stymied online sales growth over the past two years, the country has the potential to become a formidable multibillion-dollar ecommerce player in the region.

Chile is the fourth-largest retail ecommerce market by total sales and will be the No. 4 fastest-growing digital economy in Latin America. Understanding Chile’s 11.0 million digital buyers is essential for brands and retailers looking to capitalize on this resurging ecommerce market.​