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Market Outlook: US and China E-Commerce—Platforms Likely To Adjust to a Changing Product Mix

In this Market Outlook, we explore how the e-commerce market in the US and China has been impacted by the Covid-19 pandemic and provide an outlook for the sector moving forward. We discuss the key drivers of e-commerce growth, as well as the market’s competitive landscape, M&A activity, retail innovators and themes we are watching in 2021 and beyond.

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US Consumer Tracker Extra, June 2021: Lower-Income Consumers Boost Discretionary Spending

Aggregating data from our weekly surveys, our monthly US Consumer Tracker Extra series reveals longer-term trends in consumer behavior. We dive deeper into demographic factors behind changes in spending and social habits and project how these changes will impact the retail landscape over the next few months. In this report, we also consider the differences in shopping behaviors between Amazon and Walmart shoppers.

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