Global eCommerce Initiation 2026

Industry Analysis

Global e-commerce is a $6.3 trillion market that has stopped compounding like a growth market. It grew at 16.8% a year for a decade and 9.4% in 2024 – and when a market slows from 20% to single digits, the returns stop going to everyone and start going to whoever holds structural advantage. This is a full sector initiation on global e-commerce: how big it really is, how far it has penetrated retail, who owns it, and what changes next.

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Inside the report

A few of the charts inside the full interactive report.

Chapter 1 · The size and shape of the market Global E-commerce GMV and Growth (2014–2028E)
Chapter 1 · The size and shape of the market Amazon's Share of Global E-commerce GMV (2014–2025)
Chapter 1 · The size and shape of the market E-commerce Share of US Retail Sales (2000–2023)
Chapter 3 · Who owns the market Global GMV by Marketplace
Chapter 3 · Who owns the market Share of Global E-commerce, by Group
Chapter 4 · One market, or many? Cross-Border Share of E-commerce, by Country
Chapter 5 · Where the next decade of growth comes from Where Product Search Starts
Chapter 5 · Where the next decade of growth comes from US Social Commerce and Recommerce (2018–2028E)

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