UK ecommerce is entering a steady, mature phase—but there are still opportunities for growth.

The travel co-brand card market is splitting fast. Premium products are pushing upmarket as rewards debit cards pull in younger users, while AI-driven discovery is eroding loyalty—forcing issuers to rethink relevance and clarity to capture spend in 2026.

US grocery ecommerce will continue to grow through 2029, but at a slower pace as the market matures and in-store sales remain dominant. As growth cools, delivery, retailer-owned channels, and a few larger players will lead the gains.

Retail is entering a more complex, multichannel era, testing retail media strategies as a result. In this video, Principal Analyst Sarah Marzano examines the structural shifts reshaping how consumers discover and purchase, and what those changes signal for growth.

In 2026, economic uncertainty is quietly reshaping consumer payment behavior, driving shifts across cards, cash, BNPL, and emerging alternatives as households adapt how they manage spending and access liquidity.

US B2B ecommerce continues to expand as it becomes a default buying channel. But slower growth, operational gaps, and marketplace momentum are reshaping where value is created and how sellers compete.

Growing consumer adoption of AI tools is positioning AI platforms as an alternative shopping channel—but most AI-driven transactions are still completed on retailer websites.

Canada’s retail media market is accelerating as ecommerce demand fuels ad growth. Search still anchors performance. But display, video, and off-site formats are gaining, reshaping how advertisers balance scale with diversification.

Google’s Universal Commerce Protocol promises a common standard for agentic commerce. But AI-driven checkout will remain small for the foreseeable future, keeping the focus on how AI influences discovery rather than where transactions are completed.

The first year of Trump’s second term has brought disruption and uncertainty, reshaping retail, media advertising, tech, health, and financial services.

Shifting drinking habits, the rise of nonalcoholic choices, and trends like Dry January are reshaping the alcohol market for 2026.

Social commerce has hit a turning point as creators, younger shoppers, and built-in checkout push spending higher. Growth is accelerating, but it’s uneven—favoring platforms and strategies that turn attention into action.

Social commerce is booming in the UK, but the era of hyper-growth is coming to an end. Even so, social will continue gaining share of the digital wallet through 2029.

AI-assisted shopping and advertising will surge as the Gulf states support innovation, but a creator content boom will cause tensions around censorship.

Q3 consumer spending looked steady, but the gains were fueled mainly by higher-income shoppers, revealing a split landscape that bolstered value and essentials retailers while squeezing brands dependent on discretionary and big-ticket projects.

The EU’s regulatory environment will hinder investment in AI-generated ads and agentic commerce in 2026. But TikTok Shop’s expansion will be a catalyst for live commerce.

This is the Q4 2025 installment of our “Retail and Ecommerce Sales Benchmarks” series, which helps retailers and brands gauge their sales mix against the market.

This is the Q4 2025 installment of our “Retail and Ecommerce Sales Benchmarks” series, which helps retailers and brands gauge their sales mix against the market.

This is the Q4 2025 installment of our “Retail and Ecommerce Sales Benchmarks” series, which helps retailers and brands gauge their sales mix against the market.

This is the Q4 2025 installment of our “Retail and Ecommerce Sales Benchmarks” series, which helps retailers and brands gauge their sales mix against the market.

This is the Q4 2025 installment of our “Retail and Ecommerce Sales Benchmarks” series, which helps retailers and brands gauge their sales mix against the market.

This is the Q4 2025 installment of our “Retail and Ecommerce Sales Benchmarks” series, which helps retailers and brands gauge their sales mix against the market.

This is the Q4 2025 installment of our “Retail and Ecommerce Sales Benchmarks” series, which helps retailers and brands gauge their sales mix against the market.

This is the Q4 2025 installment of our “Retail and Ecommerce Sales Benchmarks” series, which helps retailers and brands gauge their sales mix against the market.