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According to Mastercard, U.S. retail sales (excluding automotive) for the 2025 holiday season, spanning November 1 to December 24, are projected to grow by approximately 3.6% year-over-year. While this represents steady growth, it is slightly more moderate compared to the robust online sales momentum seen earlier in the year. Consumer behavior is showing notable shifts. […]

According to the Ecommerce Stock Index compiled by Baird and Digital Commerce 360, e-commerce stocks overall fell by 3.9% in October 2025. This decline reflects broader market pressures, including investor concerns about slowing growth, rising operational costs, and increasing competition in the digital retail space. However, not all companies were affected equally. Select winners such

Target reported that in Q3 2025, its same-day delivery service grew by over 35% year-over-year, becoming a key driver of the company’s e-commerce growth. Overall online sales increased by 2.4% compared to the same period last year, highlighting the retailer’s ability to leverage fast fulfillment options to boost digital revenue. Meanwhile, The Kroger Co. announced

According to Adobe Analytics, U.S. online retail sales in October 2025 reached approximately $88.7 billion, marking a year-over-year increase of 8.2%. This growth demonstrates continued strength in e-commerce despite broader economic uncertainties. One of the most notable trends contributing to this growth is the surge in traffic from generative AI sources. Data from Digital Commerce