established

Sustained E-commerce Growth

E-commerce continues its upward trajectory, maintaining its pandemic-era peak and showing robust growth in overall spending.

Detailed Analysis

Despite predictions of a decline post-pandemic, e-commerce has maintained its momentum. The report notes that "E-commerce share in the US is back to its COVID ‘pull-forward’ peak," indicating sustained consumer adoption. Furthermore, "e-commerce spending has more than doubled in the past five years," demonstrating the sector's continued expansion and resilience.

Context Signals

Data on online grocery sales growth. Comparison of e-commerce sales figures from 2019 to 2024. Analysis of the temporary shift in spending from Equinox to Peloton during the pandemic.

Edge

Increased focus on omnichannel strategies for retailers to seamlessly integrate online and offline experiences. Continued innovation in last-mile delivery and logistics to meet the growing demand for online shopping. The emergence of new e-commerce models and platforms, such as social commerce and live shopping.
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TRENDS
Meanwhile, e-commerce spending has more than doubled in the past five years End of Sept. 2024: $1.16 trillion End of Sept. 2019: $548 billion