U.S. E-commerce Trends as of Q2 2026
E-commerce continuous to grow and the second quarter follows the steady-state trend. No surprises.
This steady increase continues to put pressure on traditional retail. In just 5 years, e-commerce has grown five percentage points (relative to covid-cleansed trend), or 40%. Staggering number.
What we see is a version of boiling the frog. Each increment may not look like much, but combined the change is massive.
These analyses were previously published on Tellusant’s LinkedIn page and can be found there.