Ecommerce growth is slowing as the market matures, but gains will come from mobile commerce, Gen Z buyers, and high-performing categories.

Our midyear report revisits the top trends we named in early 2025 to see what’s shaping the market, evolving fast, or fading in the rearview mirror.

Ecommerce sales of pet products are expected to rise to nearly $50 billion annually in 2029, as pet owners look for affordable and convenient methods to purchase essentials for their pets.

Online fashion sales are stable and growing slowly, but they lag wider ecommerce. Consumers are concerned about sustainability, but price is a bigger priority.

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

US retail and ecommerce sales growth will take a hit in 2025 as unpredictable changes in tariff policies ripple through the economy, shaking consumer confidence.

The market will return to growth in 2025, but retailers face ongoing disruption from ultra-fast-fashion players and TikTok Shop.

A trade war between two of the world’s largest consumer markets would cause significant disruption for consumers, retailers, and brands in Europe.

Despite the current duopoly between Mercado Libre and Amazon in Mexico’s ecommerce market, roughly 60% of online sales remain up for grabs for local, regional, and global retailers.

Although no single player rivals Mercado Libre’s hold on Latin America’s ecommerce market, nearly 70% of online sales are still fair game for the long tail of retailers.

In the first 100 days of his second term, President Trump has reshaped business strategy across retail, tech, healthcare, and media. Here’s how tariffs, regulation, and market volatility are forcing brands to rethink spend, growth, and planning.

Private label brands are set for another surge in momentum as consumers become increasingly concerned about the impact of tariffs.

Brand loyalty membership is rebounding in the UK as shoppers turn to loyalty programs for savings. Supermarkets are driving innovation, but there is space for brands and retailers of all sizes to boost revenues and forge stronger customer connections.

The retail outlook for 2025 is worse than previously anticipated. However, many smaller emerging markets are still in line for strong years, and ecommerce continues to claw share from traditional retail.

Retailers that aimed to be media giants are hitting headwinds as ad growth slows. To stay competitive, retail media networks must rethink org structure, sharpen media skills, and plan smartly to thrive in a more challenging landscape.

In this report, we explore the world’s top region for retail and ecommerce, Asia-Pacific. Read on for a closer look at the markets in China, India, the Philippines, and more.

Canada’s trade war with its largest trading partner is underway. While uncertainty remains around the scope and depth of US tariffs, Canadian brands and retailers need to rebalance a heavy reliance on US-based customers and suppliers.

Record holiday sales helped retailers, but purchasing patterns across income groups diverged starkly. Middle- and lower-income consumers grew more selective, carefully weighing where and when to spend amid economic uncertainty. Meanwhile, higher-income shoppers continued to spend freely.

Amazon and Walmart dominate the landscape, but the other half of US ecommerce sales is still up for grabs.

Retail media networks (RMNs) are eyeing the open web as an opportunity for scaled growth, but successfully integrating retailer data off-platform won’t happen overnight.

Online returns growth will outpace overall ecommerce growth through 2028, driving retailers to update their strategies and solutions to manage costs.

In our first edition of the Global Digital Index, created in partnership with the RLC Global Forum, we explore retail and ecommerce in the Gulf States of the Middle East.

This deck provides critical data to help retailers benchmark their own ecommerce sales against the wider market.

This deck provides critical data to help retailers benchmark their own ecommerce sales against key retailers such as Amazon, Boots, Ocado, and Sainsbury's.