US Marketplace Ecommerce 2025

AI Is Set to Disrupt and Fuel a Retail Growth Engine

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About This Report
Marketplaces have been driving US ecommerce growth. But established players face a shake-up from new entrants and advances in AI and agentic commerce.

Marketplaces are taking up a growing share of US ecommerce sales, and competition among retailers is growing to capture shopper interest and dollars. And as AI platforms move into commerce, the dominant role of marketplaces faces a challenge.

This deck covers:

  • Our latest forecast for US marketplace retail ecommerce sales and the outlook for key marketplaces
  • How consumer-facing AI tools could impact how shoppers interact with and purchase from marketplaces
  • How retailers and brands can prepare to meet the needs of marketplace shoppers

This deck can help you:

  • Determine market sizing (brands, retailers, solution providers)
  • Develop commerce strategy and benchmark commerce performance (brands, retailers)
  • Showcase opportunities to customers and develop go-to-market strategy (solution providers)

authors

Sky Canaves

Contributors

Suzy Davidkhanian
VP, Content
Blake Droesch
Madan Kumar
Copy Editor
Brian Lau
Senior Forecasting Analyst
Emma Noyes
Graphic Designer, Data Visualization
Amy Rotondo
Director, US Research
Heather Sprung
Senior Editor
Matt Torpey
Senior Chart Editor
Emman Velasco
Chart Editor
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