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Dollar General鈥檚 slice of US discount spending dropped from 63% to 52% in the roughly two years since Temu鈥檚 launch, while Dollar Tree鈥檚 share fell 6 percentage points to 19.5% in the same period, per Earnest Analytics data cited by the Financial Times.

Amazon received 236.9 million unique US visitors in June 2024, according to Comscore. It far exceeded Walmart in second with 137.2 million unique visitors.

China and the US are so far in front that the status quo at the top will likely remain the same for decades to come.

DoorDash forgoes gig workers for employees with wages: The delivery platform announced a surprising pilot that would significantly upgrade the worker experience in select markets.

Also happy to have with us another podcast regular, Zak Stambor. Welcome back, Zak. Zak Stambor (01:06):. Yeah, thanks for having me back. Sara Lebow (01:08):. And joining us on the podcast for the first time is our analyst, Rachel Wolff. Welcome to the podcast. Rachel Wolff (01:14):. Thanks for having me. Sara Lebow (01:15):. So excited to have you.

Limited-time sale pricing was the top factor contributing to US shoppers鈥� most recent online impulse purchases, according to September 2024 data from Gale Group.

Chinese retailers may cut ad spending under new tariffs: US tariff crackdown could impact Temu and Shein's ad investments, reshaping the digital ad market.

Livestream shopping gains steam in the US: Twenty-four percent of US consumers have participated in a livestream shopping event, up from 16% last year, which is why Shein and Zara are investing in the channel.

Go further: Read our US Holiday Shopping 2024 report.

After three years of wild fluctuations in retail and ecommerce sales growth, a sense of stability and normalcy is slowly emerging. A healthy if unspectacular rebound for ecommerce is in the cards, and most national markets are heading in the right direction.

Its share of the overall US B2B ecommerce sales market will gradually increase to 2.7% by 2026鈥攕till a very small share of the market, which is anticipated to grow to $2.472 trillion by 2026. And B2B product sales, which are mostly offline and manual, will only account for 13.6% of all B2B ecommerce sales in 2026. But Amazon鈥檚 share is growing as more B2B buyers purchase via online marketplaces.

Recovering value: Amazon now offers US third-party sellers who use Fulfillment by Amazon an option for managing returns called Grade and Resell. The retailer inspects and resells returned items to enable sellers to recover value on returned inventory. Why is this happening?

Also with us is Principal Analyst, Sarah Marzano. Hi, Sarah. Sarah Marzano:. Hi, Sara. Thanks for having me. Sara Lebow:. Okay, we've got the three S's today. We're just missing Suzy. Let's jump in. So we've seen some new resale and peer-to-peer marketplaces popping up from IKEA, ThredUp, and Walmart in the past few months. This makes sense. There's a massive marketplace opportunity in the US.

Ecommerce sales worldwide grew at the slowest rate on record in 2022. Although 2023 is in line for a rebound, it won鈥檛 be a major spike. The era of annual double-digit booms is over, but several countries will still produce standout growth.

Recognizing the threat of such an action, Temu laid the groundwork for a strategic pivot by building up a significant seller base in the US: Products shipped from US warehouses now account for about 20% of Temu鈥檚 US GMV. Shein could send more of its low-cost goods to US warehouses from China to decrease the distance items need to travel once a customer hits the buy button.

With digital twins ready to revolutionize 24/7 sales, RepAI faces the dual challenge of customer AI distrust and ethical concerns.

For example, the US version of TikTok Shop limits its sellers to US residents or businesses registered in the US, according to TikTok guidelines cited in an April report by The Information. Behind the Numbers.