U.S. online retail sales are projected to reach approximately $1.38 trillion in 2026.

Consumer behavior is increasingly digital-first, with online shopping now firmly embedded across age groups and demographics, driven by greater convenience, familiarity, and trust in digital commerce experiences.
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  • E-commerce’s share of total retail sales in the U.S. is forecast to increase steadily — trending toward nearly 30% of all retail purchases by 2029, reflecting consumer preferences to research, compare, and purchase products online.
  • Driven by smartphone ubiquity and frictionless checkout experiences, mobile commerce specifically is expected to account for nearly 50% of U.S. e-commerce sales by 2027, with continued growth projected through the decade.
  • Major domestic brands report DTC channels growing between 8–16% YOY through 2029, as brands are prioritizing first-party data to build direct customer relationships outside of third-party marketplaces.
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Sources: Mordor Intelligence, Retail Touchpoints, WAC Insights, Reuters, Shopify Plus, Dotdigital, Ken Research.