Despite ongoing economic uncertainty and dampened consumer sentiment, US ecommerce sales growth will remain relatively steady through 2030. Online sales will grow by 7.9% in 2026, with slight moderation during our forecast period. The pace of AI commerce development and consumer adoption could have a significant impact on that trajectory.
Key Question: How will the rise of AI platforms and shopping assistants influence and change the trajectory of online spending in the US?
Key Stat: Under our base case scenario, the share of AI-driven ecommerce sales will increase from 3.2% of total US retail ecommerce in 2026 to 15.8% in 2030.
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