US Ecommerce 2026

How AI Could Reshape Online Retail and Alter Its Growth Trajectory

Ecommerce Forecasts 2026

The latest data and insights for the US, UK, Canada, Western Europe, Asia-Pacific, Latin America, and Worldwide

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About This Report
US ecommerce is poised to enter a phase of mature and stable growth, but AI remains a wild card that could significantly alter the trajectory of retail’s online shift.
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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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Sky Canaves

Contributors

Paul Briggs
Principal Analyst
Suzy Davidkhanian
VP, Content
Madan Kumar
Copy Editor
Brian Lau
Senior Forecasting Analyst
Cindy Liu
Senior Forecasting Analyst
Wendy Malloy
Director, Reports Editor
Emma Noyes
Senior Graphic Designer, Data Visualization
Amy Rotondo
Director, US Research
Matt Torpey
Senior Data Visualization Editor
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