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Virtual platforms offer brands valuable insights: Roblox activations generate significant consumer engagement and real-world revenues.

Go further: Read our US Holiday Shopping 2024 report.

Over half (56%) of US grocery retail executives are concerned about competition from internet grocery stores (like Thrive Market or Fresh Direct), according to a June 2024 survey from Deloitte. Nearly as many (53%) are concerned about third-party grocery shopping apps like Instacart or DoorDash.

And also with us is Jeremy Goldman. Hey, Jeremy. Jeremy Goldman (01:00):. Hey, I wish I was a Sarah. I feel left out, but looking forward to this. Sara Lebow (01:04):. Everyone always does. Sarah Marzano (01:05):. We'll let you hang out with us anyway. Sara Lebow (01:07):. Yeah, we're a cool club. Okay, let's jump in. US e-commerce sales will total around $1.2 trillion this year.

Best Buy, in particular, may benefit from a late-season boost鈥攚e forecast the retailer鈥檚 US holiday ecommerce sales will drop 5.7% this year, totaling $4.27 billion. Target鈥檚 holiday ecommerce sales will rise 4.3% to reach $5.87 billion, while Walmart will grow its holiday ecommerce sales 9.7% to reach $21.56 billion, second to only Amazon鈥檚 $112.23 billion in ecommerce sales.

Temu, Pinduoduo anger Chinese sellers as push for lower prices and generous returns policies eat away at profits: That could complicate the former鈥檚 efforts to win over US merchants

While Amazon鈥檚 retail ecommerce sales are growing at a healthy clip鈥攚e expect US retail ecommerce sales on Amazon to rise 10.4% this year鈥攖hat鈥檚 less than half as fast as US social commerce sales, which we expect to grow 23.5% this year. At the same time, Amazon is on a relentless push to speed up fulfillment, which is where the new rapid-delivery service fits in.

India鈥檚 festive season kicks off on a high note: Strong early spending is a promising sign for brands like Apple and Amazon India that are investing heavily in the rapidly growing market.

US click-and-collect sales growth will slow slightly over the course of the next few years, per our forecast, as adoption levels off after an acceleration in 2020. Still, sales will increase by double-digit percentages both this year and next and reach $131.66 billion by 2026.