Digital Commerce 360’s third annual State of American Ecommerce Report delivers a data‑driven look at online retail growth, AI‑enabled performance, and category‑level trends shaping the next two years. This year’s analysis highlights a 9.6% rise in global ecommerce sales among U.S.-based retailers in the Top 2000, marking the strongest growth since 2021.

Explore new rankings of retailers benefiting most from AI and agentic commerce, plus deep dives into historical performance, macroeconomic influences, and future outlooks across 14 major online shopping categories.

 View the table of contents for full details on what is included in the Report.
Published March 2026

WHAT’S INCLUDED:  

• U.S. based ecommerce projections through 2026
• 🆕for 2026! AI‑enabled sales rankings and estimates
• Historical U.S. ecommerce data dating back to 2017
• Historical + projected sales for 14 online shopping categories
• Shopper demographics across all 14 categories
• Top 5 online retailers in each category

90+ Data-Packed Charts
Click here for a sample of the category data.

KEY TAKEAWAYS:

• U.S. online sales increased at their quickest pace since 2021, though growth is forecast to slow down in 2026
• AI-enabled sales are driving outsized gains in categories like Apparel & Accessories and Consumer Electronics
• Amazon, Walmart, Target, and Costco accounted for 56% of all Top 2000 ecommerce sales in 2025—and their share is still rising
• Mass Merchants (+14.4%), Food & Beverage (+13%), and Health & Beauty (+11%) led category growth
• Twelve major retailers surpassed $1B in international web sales in 2025
• New tariffs introduced volatility, but leaders like e.l.f. Beauty, Best Buy, and Under Armour are adapting strategically