What's Inside

The Coresight Research Retail 2024 series of reports looks ahead to the prospects for retail next year, exploring key trends by geography (namely, the US, the UK, China and India) and sector. We will also discuss trends in healthcare and technology.

This report, one of our Retail 2024 Sector Outlooks, presents directional market insights and themes to watch in US and China e-commerce.

Data in this research report include:

• US and China—online sales and year-over-year growth, 2020–2024E

Companies mentioned in this report include: Amazon, Alibaba, eBay, JD.com, Shein, Temu, Walmart

Other relevant research:

• Look out for more reports in our Retail 2024 series, including on global luxury retailing.
• Market Navigator: US Retail and E-Commerce—Uncovering Opportunities in a Changing Landscape
• US Subscription E-Commerce: Flexibility and Personalization Can Help Companies Navigate Challenges Amid a Softened Market
• Singles’ Day 2023 Performance: Positive Reports from Major E-Commerce Platforms
• All Coresight Research coverage of e-commerce, plus more reports focused on the US and China