The latest data reveals where US digital markets are headed as ad spending concentrates in a few platforms, genAI search and AI-driven commerce move into the mainstream, and CTV takes over TV budgets.

Online marketplaces are taking a bigger share of ecommerce, but rising shopper expectations, tighter margins, and weaker customer relationships are reshaping the opportunity for brands and retailers.

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.

Facebook’s massive reach still attracts ad dollars even as its usage growth stalls. Commerce, video, and automated advertising offer fresh opportunities, but it has weak appeal among creators and younger users.

As price advantages fade, they may need better assortment, loyalty, and convenience to keep shoppers.

Thailand's digital market continues to evolve as ad investment grows, AI adoption accelerates, ecommerce expands, and consumers embrace digital-first shopping and media habits.

UK ecommerce is entering a new growth phase, with higher spending, omnichannel investment, and expanding online categories determining which retailers pull ahead.

Amazon drew 243.8 million US unique visitors across desktop and mobile in April 2026, close to the 342.5 million that Walmart, Temu, and eBay pulled in put together, according to Comscore Media Metrix Multi-Platform data.

Third-party marketplaces concentrate most of the world's online shopping, and the model keeps expanding: social platforms now run marketplaces, US retailers are opening their marketplaces to international shoppers, and Latin America has become the most contested battleground. This FAQ covers how marketplace power is distributed, where the growth is, and what sellers should do about it in 2026.

Consumer spending will come under greater pressure during the 2026 holiday season, slowing retail and ecommerce sales growth compared with the rest of the year.

Hong Kong approval sets the stage for a public debut this year after lengthy delays.

Ecommerce in Canada is entering a new phase. Buyer growth is slowing, but AI-powered shopping and mobile commerce are driving higher spending, reshaping how retailers compete and where future gains will come from.

With domestic demand weakening, companies are chasing growth in the US and other international markets.

Low-cost ecommerce shipments drop as fuel costs and tariffs bite.

Western Europe’s ecommerce market is entering a more mature era of growth powered by marketplaces, mcommerce, and digital grocery.

China rivalry and US headwinds dent earnings, even as Temu courts value seekers.

Asia-Pacific retail sales growth will stay resilient at 4.9% in 2026 despite volatility, as ecommerce in China nears 50% of retail sales, and livestreaming will top $1 trillion for the first time. Instant and AI-driven commerce will reshape the region’s digital commerce future, and India and Southeast Asia will power the next growth wave.

Temu’s parent grew revenues 12% in Q4, although price wars, tariffs, and supply chain investments eroded margins.

As ecommerce gains concentrate among a few dominant players, smaller retailers have an opening if they can carve out share in an increasingly uneven market.

Mcommerce is lucrative in the UK. But retailers must continue evolving their apps and mobile sites to stay competitive in the age of AI.