蘑菇AV

This deck provides an in-depth analysis of the home furnishings sector in ecommerce, including forecasts for sales growth, digital ad spending, and KPIs. It also highlights consumer shopping behaviors, spending trends, and the growing influence of social media.

Returns will pass the trillion dollar mark this year, with US ecommerce returns growth outpacing sales growth, per our forecast. 鈥淚t鈥檚 important for retailers and brands to look at their returns, because those ultimately eat into their margins,鈥� said our analyst Sky Canaves.

B2B ecommerce site sales increased 10.5% YoY in 2024, reaching $2.297 trillion.

Temu, Shein, and TikTok Shop are winning this holiday season: Sales growth for all three outpaced larger players like Amazon and Target in November.

Amazon is officially in the online car sales business: The retailer launched Amazon Autos, which lets shoppers find, order, and buy new vehicles from dealerships.

Amazon, Target, and malls were among this year鈥檚 Cyber Five winners: Roughly 197 million people shopped this year鈥檚 sales, leading to a surge in online and in-store spending.

The insight: Amazon is trying to make a bigger name for itself in the luxury sphere鈥攁 strategy that could help soften the blow from tariffs. Our take: That designer brands and retailers are eager to partner with Amazon despite its mixed track record in luxury shows the state of the industry, which is under serious pressure as economic uncertainty saps even affluent consumers鈥� desire to shop. Amazon鈥檚 extensive reach鈥攖hree-quarters of US households are Prime users, per our forecast鈥攁nd ability to drive spending even in times of volatility are making it an increasingly valuable partner for any brand looking to drive sales in an unsettled environment.

The milestone: Amazon recently deployed its 1 millionth robot in its fulfillment centers鈥攁 figure approaching the number of human workers at those facilities. Our take: Automation is a central element within Amazon鈥檚 relentless push to narrow the gap between click and doorstep. Fast delivery isn鈥檛 just about convenience; it transforms how consumers shop. The faster Amazon gets everyday essentials like toothpaste into customers鈥� hands鈥攅specially with free delivery for Prime members鈥攖he harder it becomes for other retailers to compete. That gives Amazon a durable edge as it looks to expand its share of US ecommerce sales.

Amazon had its most successful holiday season yet, bolstered by an extended Black Friday sales period and improved delivery speed. Amazon slightly exceeded our 2024 sales expectations by 30 basis points. As in Q3, ecommerce was again a bright spot for Target, Walmart, and Amazon as shoppers prioritized convenience, especially given the shorter holiday season.

This is the Q2 2025 installment of our "Retail and Ecommerce Sales Benchmarks鈥� series, which helps retailers and brands calibrate their sales mix against the market.

This is the Q2 2025 installment of our "Retail and Ecommerce Sales Benchmarks鈥� series, which helps retailers and brands gauge their sales mix against the market.

This is the Q2 2025 installment of our "Retail and Ecommerce Sales Benchmarks鈥� series, which helps retailers and brands calibrate their sales mix against the market.

This is the Q2 2025 installment of our "Retail and Ecommerce Sales Benchmarks鈥� series, which helps retailers and brands gauge their sales mix against the market.

Grocers posted steady growth aided by fresh food and private label sales, but competitive pressures, rising ecommerce costs, and greater demand for affordable goods weighed on profit margins and outlooks. Amazon and Walmart pulled ahead in market share, despite a slowdown in YoY sales growth, while Target lost ground.

This is the Q2 2025 installment of our "Retail and Ecommerce Sales Benchmarks鈥� series, which helps retailers and brands gauge their sales mix against the market.鈥�

This is the Q2 2025 installment of our "Retail and Ecommerce Sales Benchmarks鈥� series, which helps retailers and brands gauge their sales mix against the market.鈥�

This is the Q2 2025 installment of our "Retail and Ecommerce Sales Benchmarks鈥� series, which helps retailers and brands gauge their sales mix against the market.

Online fashion sales growth in France is stabilizing as global competitors capture market share and social platforms become more influential.

Amazon breaks its silence on grocery business: CEO Andy Jassy is 鈥渧ery bullish鈥� about retailer鈥檚 prospects as more customers stock up on everyday essentials.

The tests: In an effort to regain momentum, Target is piloting several initiatives aimed at boosting sales and protecting its margins. Our take: Target isn鈥檛 standing still amid its challenges鈥攂ut it isn鈥檛 clear if its latest moves will resonate with consumers. It鈥檚 encouraging to see Target establish an 鈥渁cceleration office鈥� to push innovation forward. But with consumer budgets under strain, finding the right formula won鈥檛 be easy鈥攅specially given the stiff competition it faces from Amazon, Walmart, and others.