SEMrush and Statista Report: AI, Tariffs, and Social Commerce Reshape U.S. Ecommerce Market for 2025

Reuters
Oct 15
SEMrush and Statista Report: AI, Tariffs, and Social Commerce Reshape U.S. Ecommerce Market for 2025

SEMrush Holdings Inc., in collaboration with Statista, has released a new market analysis examining the evolving landscape of the U.S. ecommerce sector. The report highlights how tariffs, artificial intelligence, and social commerce are driving significant changes in online shopping behaviors. Key findings reveal that U.S. ecommerce could exceed $1.17 trillion in 2025 if market conditions remain stable, but heightened tariffs could push the market below $1 trillion. Traffic to Asian ecommerce sites dropped 25% following recent U.S. tariff announcements, while domestic retailers experienced more stable performance. Additionally, monthly visits from AI assistants have increased more than 30 times since early 2024, signaling a new era of AI-driven product discovery. Social commerce, led by platforms like TikTok, Instagram, and Facebook, is fueling a $150 billion shopping surge, although consumer trust remains inconsistent. The report also notes significant regional differences in ecommerce growth, with states like New York seeing notable traffic gains and others, such as Montana, experiencing declines. The comprehensive study provides strategic insights for businesses navigating the rapidly shifting digital commerce environment.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. SEMrush Holdings Inc. published the original content used to generate this news brief on October 15, 2025, and is solely responsible for the information contained therein.

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