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Increased digital ad spending by CPGs will help drive their D2C ecommerce sales. Tailwinds from overall growth in US D2C ecommerce sales, along with increased digital ad spending from CPGs, will help spur the rise of CPG brands on D2C channels. D2C ecommerce gains continue to surpass those of ecommerce overall.

As consumers continue to grapple with inflation and economic uncertainty, our inaugural forecast shows that the US resale market will remain one of the fastest-growing segments in retail.

US digital commerce platforms are expected to process 57.7% of their retail ecommerce sales on behalf of their merchants in 2023. We expect the growth of their payment value to outpace that of their ecommerce sales through 2025. Here鈥檚 why digital commerce platforms will increasingly offer payment processing in the coming years:. It can be a huge secondary revenue stream.

Walmart Inc. is the No. 2 retailer in the US ranked by ecommerce sales, raking in $98.82 billion this year, per our forecast. This was originally featured in the Retail Daily newsletter. For more retail insights, statistics, and trends, subscribe here.

Kroger was the eighth largest US retailer by ecommerce sales this year, according to our forecast. As an industry leader, Kroger鈥檚 observations about consumers are valuable to other retailers, allowing them to validate or adjust their own strategies. How TikTok, Temu, and Sephora are making online shopping fun.

Gen Z is the critical force in digital buyer growth. Nearly 90% of the 14.7 million new digital buyers in the US between 2024 and 2028 will come from Gen Z. The pace of Gen Z digital buyer growth will be fastest between 2024 and 2026, before tapering off significantly, making the near-term period a critical era for brands and retailers to capture Gen Z loyalty.

Cyber Monday will top $13 billion in US online sales, while Black Friday will crack $10 billion for the first time, according to our June 2023 forecast.

Methodology: Data is from the August 2024 Hopper report titled "Activating Gen Z: Generation Z & the Future of Travel." 2,300 US consumers ages 18+ were surveyed during March 11-18, 2024.

More than 65% of the US population will be Prime users this year, raising the question: How much more room is there for growth? Prime鈥檚 annual user growth rate will hover around 3.0% over the next two years. That鈥檚 barely outpacing the rate for US digital buyers, which will be 1.8% in 2023 and 2024.

Paramount expands shoppable TV capabilities with Shopsense AI partnership: The two companies team up to enable viewers to shop the MTV VMAs, with plans to install similar features in other Paramount content in the coming months.

SMBs make up 44% of US GDP and close to half of all employment, per a February 2023 McKinsey & Company article. Payment volume for SMBs, which generate less than $300 million annually鈥攁nd represent the largest group out of US businesses鈥攚ill increase from $8.0 trillion pre-pandemic to $11.1 trillion in 2026, according to a March 2022 American Express report.

Retail is still riding the wave, bringing digital buying in Canada on par with similar markets like the US and UK. Online shoppers are now a lucrative audience for advertisers. As digital buyers spend more time and money online, retailers have created advertising networks to engage them. Ad formats are primarily search and display on websites and mobile apps.

Amazon鈥檚 website is by far the most visited ecommerce site by unique monthly visitors in the US, per November 2023 Similarweb data.

US Census Bureau. Winsight Grocery Business.

The stat: Over one-third (37%) of US adults made a purchase via mobile sites over the past three months, per Forrester data reported by Retail Dive. That鈥檚 up from 29% in 2021. That鈥檚 one reason we forecast US retail mcommerce sales will grow by 14.7% this year, to $504.95 billion.

Amazon Fresh doubles down on affordability as shoppers focus on cost: The retailer will roll out Prime-exclusive discounts on over 3,000 products and a new private label as it tries to narrow the gap with Walmart.

US retail ecommerce sales grew by 36.4% in 2020, the same year CNP fraud loss increased by 31.2%. Both areas will normalize over the next few years. Because CNP has taken over as the leading form of credit card fraud, merchants and issuers should focus on allocating resources to tighten up security for these channels. More like this:. Report: Spotlight: US Card Payment Fraud Losses Forecast 2022.