FTI Consulting's 2025 U.S. Online Retail Report projects significant growth in e-commerce sales, reaching $1.27 trillion, marking an 8.5% increase over the previous year. Despite this growth, the report suggests that the online retail market share might be nearing its peak, with e-commerce expected to comprise 23.5% of the U.S. retail market in 2025. The analysis highlights that while there was a notable increase in retail sales post-COVID, much of it was driven by inflation rather than real growth. Additionally, the report emphasizes an industry shift as brands increasingly form retail partnerships, moving beyond direct-to-consumer models to better integrate online and offline shopping experiences.

In other market news, Global Top E-Commerce (SZSE:002640) was a standout up 10.1% and closing at CN¥6.00.

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Best E-Commerce Stocks

• Amazon.com (NasdaqGS:AMZN) closed at $222.54 up 1.4%. One day ago, Amazon's AWS expanded collaboration with VideoAmp to enhance privacy-focused advertising measurement solutions.
• Adobe (NasdaqGS:ADBE) settled at $373.38 down 2.3%. This week, the company announced a multi-year partnership with the Premier League to enhance fan engagement through AI-powered personalised digital experiences.
• Alibaba Group Holding (NYSE:BABA) closed at $103.83 down 3.9%.

Amazon's strategic expansion in AI-driven AWS and advertising sectors signals imminent growth potential. Discover the detailed narrative driving these opportunities.

Summing It All Up

• Access the full spectrum of 262 E-Commerce Stocks including Wayfair, Shift4 Payments and Beijing Shiji Information Technology by clicking on this link.
• Interested In Other Possibilities? Outshine the giants: these 21 early-stage AI stocks could fund your retirement.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Sources:

• Simply Wall St
• "FTI Consulting Report: An Endgame for the Epic E-Commerce Era Is Within Sight" from FTI Consulting, Inc. on GlobeNewswire (published 07 July 2025)

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