See where retail foot traffic tripled in Q2

Co-brand card issuers and brand partners have an opportunity to reimagine their offerings in the pandemic’s wake. Leaning on newfound digitization and shifting spending habits can help providers tailor their offerings in ways that widen their net, grow volume, and appeal to the maximum number of customers.

here Etsy outperforms Amazon

We recently updated our top 10 list of US retailers by ecommerce sales, but this time, we extended our ranking to the top 15. Together, these 15 companies will account for 72.3% of ecommerce sales in the US this year, up 10.5 percentage points from 2019, largely due to growth seen by Amazon and Walmart.

Learn how the pandemic, the biggest disruption to consumer retail spending in recent years, impacted US retail—and how it will impact your planning for 2021 and beyond.

On today's episode, we discuss Amazon's current size, how much more of the market it might swallow, and whether others could ever compete. We then talk about Best Buy's new membership program, Instacart, DoorDash, and Walmart getting into financial services, and how much in-store foot traffic has recovered in 2021. Tune in to the discussion with eMarketer analysts at Insider Intelligence Daniel Keyes and Blake Droesch.

As a disruptor in the wireless provider category, Mint Mobile’s marketing culture encourages risk-taking, whether that’s choosing not to advertise in the Super Bowl or having company owner and actor Ryan Reynolds leave voicemails for customers. Watch Industry Voices, with CMO Aron North, to learn what drives its viral marketing successes and more.

US click-and-collect sales more than doubled in 2020 and will sustain double-digit growth rates over the next four years, according to our latest forecast. We estimate that US shoppers spent $72.46 billion via click and collect last year, accounting for 9.1% of all ecommerce sales. This year, those figures will increase to $83.47 billion and 9.9%, respectively.

Our latest forecast shows that Amazon, Walmart, and eBay will remain the top three largest ecommerce companies in the US by total sales volume, while Best Buy and Target will usurp The Home Depot and Wayfair for the No. 5 and No. 6 spots on the 2021 list, respectively.

US click-and-collect sales more than doubled in 2020, driven by the coronavirus pandemic, and will sustain double-digit growth rates over the next four years. Over 150 million people will make a purchase via click and collect at least once in 2021.

The 2020 holiday season’s unprecedented ecommerce surge helped total US retail spending remain positive, setting the tone for healthy outlook for 2021 holiday season growth.

The pandemic has shifted the grocery landscape this year, accelerating digital groceries faster than we previously anticipated. Kroger—who’s digital investments over the years have helped the company navigate amid the pandemic—will see its ecommerce sales surpass $11 billion this year, growing over 79% in 2020.

The 2020 US holiday season, set amid the backdrop of a pandemic-driven consumer economy, will see an unprecedented shift to ecommerce.

The pandemic has accelerated ecommerce growth in the US this year, with online sales reaching a level not previously expected until 2022. In our Q3 US retail forecast, the top 10 retailers by ecommerce sales will tighten their grip on the retail market.

The coronavirus pandemic has dramatically altered the US retail and ecommerce landscape, with varying impacts in retail category growth.

The retail divide among top performers and the rest of the market has been amplified by the coronavirus pandemic.

It’s long been understood that US retail is over-stored. The US has more retail space per capita than any other country in the world, according to a 2018 analysis by Cowen and Company, at about 23.5 square feet per person compared to Canada, which is second on the list at 16.8 square feet.

Ecommerce’s share of total retail in Canada is higher than we previously expected, as brick-and-mortar outlets are forced to shutter and online shopping becomes a necessity.

Coronavirus effects have radically altered the US retail and ecommerce landscape, with surprising changes in consumer behavior and category and retailer performance.

The US retail sector could take years to recover from the impact of the coronavirus, and the hit could be worse than that of the Great Recession. According to eMarketer’s latest forecast on US retail sales (which includes auto and fuel), total retail sales will drop by 10.5% this year, steeper than the 8.2% drop in 2009. Ecommerce is the only bright spot, jumping 18.0% this year, as Americans rely on Amazon and other online retailers for necessities.