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The pace of US retail sales growth is picking up gradually
Ecommerce will grow steadily—and more than four times faster than physical retail
Gen Z will make its presence felt as digital shoppers and buyers
Amazon won’t cede its dominance of US ecommerce anytime soon, despite increased competition
A closer look at retail and ecommerce trends
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About This Report
US retail and ecommerce sales will maintain stable growth over the next five years, with pockets of opportunity emerging from new digital consumers and mobile-first online shopping trends.
The pace of US retail sales growth is picking up gradually
Ecommerce will grow steadily—and more than four times faster than physical retail
Gen Z will make its presence felt as digital shoppers and buyers
Amazon won’t cede its dominance of US ecommerce anytime soon, despite increased competition
A closer look at retail and ecommerce trends
Sources
Media Gallery
US retail sales will grow at a modest and stable pace through 2028, with ecommerce progressing more than four times faster than in-store sales. Major retailers are returning to online sales growth after a tumultuous period of post-pandemic adjustment. Gen Z consumers and product category trends present key opportunities for growth in digital commerce.
Key Question: What’s the outlook for US retail and ecommerce sales over the next five years?
Key Stat: US ecommerce sales will grow by 8.7% in 2024 to nearly $1.2 trillion, comprising 16.2% of total retail sales.
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Table of Contents
Executive Summary
The pace of US retail sales growth is picking up gradually
Ecommerce will grow steadily—and more than four times faster than physical retail
Gen Z will make its presence felt as digital shoppers and buyers
Amazon won’t cede its dominance of US ecommerce anytime soon, despite increased competition
Amazon Is Gaining Category Share With Faster Growth in the Largest Ecommerce Segments (% change YoY in US Amazon retail ecommerce sales vs. total retail ecommerce sales, by category, 2024 )
Amazon Towers Over the Marketplace Competition, While Temu Is Growing Fastest (billions of US ecommerce sales of select retail marketplace platforms and % change, 2024 & 2025)
Amazon Is Gaining Category Share With Faster Growth in the Largest Ecommerce Segments (% change YoY in US Amazon retail ecommerce sales vs. total retail ecommerce sales, by category, 2024 )
Amazon Towers Over the Marketplace Competition, While Temu Is Growing Fastest (billions of US ecommerce sales of select retail marketplace platforms and % change, 2024 & 2025)
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