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Key stat: The number of retail media networks (RMNs) worldwide offering competitive conquesting (the ability to target campaigns to competitors鈥� shoppers) has risen from 10 in Q2 2024 to 15 in Q2 2025, a 50% increase, according to data from Mars United Commerce.

The 15 biggest US ecommerce players aren鈥檛 a surprise (here鈥檚 looking at you, Amazon, Walmart, and Apple). User-friendly mobile apps, quick delivery, innovation, and converting sales are what turn retailers into ecommerce powerhouses. Here are the companies our analysts believe best exemplify those features within the 15 largest ecommerce players.

On today's episode, in our "Retail Me This, Retail Me That" segment, we invent a new sport called the "National Retailers League," where we look at how retailers stack up against each other across different areas. Then, we examine the battle between the top 15 retailers for online dollars and hand out some awards based on fulfillment experience, the best mobile app, and internet innovation. Join our analyst Sara Lebow as she hosts vice president of content Suzy Davidkhanian and analyst Blake Droesch.

Ten of the platform鈥檚 top 15 advertiser categories posted over 50% growth, according to COO Jen Wong. She noted increasing traction with mid-market and SMB advertisers鈥攁 sign Reddit鈥檚 appeal is broadening beyond large enterprise accounts. Reddit鈥檚 commerce-oriented offerings, particularly Dynamic Product Ads, are showing strong results.

With Dynamic Product Ads gaining traction and 10 of its top 15 advertiser categories growing over 50%, Reddit is shedding its 鈥渜uirky forum鈥� label and emerging as a serious performance-driven ad partner. Pinterest鈥檚 AI and ecommerce bet paid off. The company鈥檚 revenues were up 16% YoY, boosted by revenues from the Rest of the World segment soaring 49%.

Booking, Airbnb, and LATAM Airlines rank among the top 15 most-visited ecommerce sites in Brazil. According to Similarweb, January 2025 user traffic for each was comparable with that of prominent retailers like Casas Bahia and Magazine Luiza鈥檚 Netshoes, underscoring the travel category鈥檚 growing digital footprint and advertising potential.

Key Question: How are web publishers adapting their ad businesses to the pressures they face from Google and the programmatic ad market? Key Stat: Nonvideo display鈥檚 share of total programmatic digital display ad spending has fallen by just over 15 percentage points over the past four years. Executive Summary.

For context, Trump threatened an ultra-high, phased-in 250% import tax on the drug industry earlier this month鈥攑erhaps as a tactic to secure further US manufacturing commitments. 15 leading pharma companies have committed more than $270 billion in US manufacturing and R&D projects over the next 5 to 10 years, per a recent report from JLL.

They ranked among the top 15 most-visited websites last year, per Admetricks, and had more unique visitor traffic to their websites than Facebook. They also had several million more unique visitors than Google鈥檚 country-specific domain in Brazil.

For more insights and key statistics on the biggest trends in today鈥檚 most disruptive industries, subscribe to our Chart of the Day newsletter. Despite bankruptcy rumors, Carvana will grow faster than any other top 15 ecommerce company in the US both this year and next year, according to our forecast. In second place this year is Chewy, signaling the strength of category-focused retailers.

Yesterday鈥檚 Chart of the Day: The top 15 ecommerce companies.

In fact, all FAANG companies (Facebook, Apple, Amazon, Netflix, and Google) except Facebook are among the top 15 US OOH advertisers, according to Kantar and the Out of Home Advertising Association of America.

While Amazon, Walmart, Apple, and eBay will remain the top three US retail ecommerce companies by sales this year, more category-driven etailers like Carvana and Chewy are moving up the ranks. Carvana has been up and down in recent years, according to our 鈥淭辞辫 15 US Ecommerce Companies Forecast鈥� report. In the years prior to the pandemic, Carvana鈥檚 sales grew by triple digits.