【DigitalCommerce360】2025美国电子商务的未来研究报告_33页_5mb

The Future of American Ecommerce: Summary

Core Content

This report provides an analysis of the U.S.-based online retail landscape, focusing on four key categories: Apparel & Accessories, Automotive Parts & Accessories, Consumer Electronics, and Health & Beauty. It outlines the performance of top retailers, growth trends, market size, and demographic data. Additionally, it highlights the role of logistics and technology in shaping the future of ecommerce.

Key Trends and Insights

Global Ecommerce Growth

• Global web sales grew by 7.5% in 2024, reaching nearly $1.1 trillion.
• The growth in 2025 is projected to be 7.7%, with spending expected to exceed $1.2 trillion.
• Growth varies significantly across categories, with some showing positive trends and others experiencing declines.

Category Performance

• Apparel & Accessories:

  • Had the slowest sales growth in the 2020s in 2024, but still maintained growth.
  • The top 5 retailers accounted for $36.47 billion in sales, with Nike Inc. and Fanatics Inc. leading.
  • Fanatics Inc. showed the highest growth at 28.9%, while The Children’s Place had the largest decline at 83.3%.

• Automotive Parts & Accessories:

  • Experienced declining sales, with a projected -0.8% growth in 2025 and a steep -18.6% decline in 2026.
  • Only Advance Auto Parts Inc. and Harley-Davidson saw growth in 2024, with Advance Auto Parts Inc. projected to grow by 1.8% in 2025.
  • 11 retailers had conversion rates below 1%, indicating a need for improvement in purchase intent.

• Consumer Electronics:

  • Sales growth has been declining for two years, with a -6.4% drop in 2024.
  • Apple Inc. and Best Buy Co. Inc. dominated the market, accounting for 62.55% of sales.
  • Dell Technologies Inc. and HP Inc. showed modest growth, while GoPro Inc. had the largest decline at -36.2%.

• Health & Beauty:

  • Showed strong growth, with a 10.2% increase in web sales in 2024.
  • Walgreens Boot Alliance Inc. alone accounted for 23.17% of the total sales.
  • The top 5 retailers in the category each exceeded $2 billion in sales, with Amway having the highest average order value at $292.

Top Retailers by Category

Methodology

• Digital Commerce 360 ranks U.S.-based online retailers globally, excluding those headquartered in Canada and Mexico, resulting in 1,857 U.S. retailers.
• Retailers are categorized into 14 merchandise categories, with Mass Merchants (like Amazon and Walmart) dominating the market.
• Web sales are calculated based on public company filings, retailer surveys, interviews, and internal estimates.
• Restaurant sales, fuel, and automobiles are not included in the methodology.

Technology and Logistics

• ShipAccel discusses the importance of data-enhanced logistics and carrier optimization in meeting 2025 customer expectations.

• AI and automation are expected to significantly impact shipping and logistics, improving delivery speed, reliability, and customer satisfaction.

• Sustainability is a growing concern, with ShipAccel helping merchants by optimizing carrier selection and reducing unnecessary shipping zones.

• Linnworks highlights the need for omnichannel product management, real-time inventory tracking, and post-purchase experience enhancement.

• The platform enables connectivity across multiple channels, ensuring accurate inventory management and efficient order processing.

• Linnworks is also focused on helping 3PLs and retailers manage the shift between in-house and outsourced fulfillment.

Demographic Insights

• Web traffic demographics vary by category, with Apparel & Accessories seeing a significant share of traffic from women (65%) and ages 25-34.
• Automotive Parts & Accessories also has a high proportion of women (65%) and ages 35-44.
• Consumer Electronics and Health & Beauty show similar patterns, with women (65%) and ages 25-34 dominating traffic.

Conclusion

• The U.S. ecommerce market is showing cautious optimism, with some categories thriving while others face challenges.
• Mass Merchants are gaining ground due to declining sales in other categories.
• Technology innovation, particularly in logistics, automation, and omnichannel management, is critical for future growth and customer satisfaction.
• The Big Four (Apple, Amazon, Walmart, and Best Buy) continue to lead in web sales, but other categories are showing signs of resilience and growth.

About

• The report is authored by Digital Commerce 360, with insights from ShipAccel and Linnworks.
• ShipAccel is powered by Pitney Bowes and offers 80+ shipping integrations and 200+ apps.
• Linnworks enables inventory management across 100+ marketplaces and provides order management and fulfillment solutions.