Deep DiveE-Commerce Outlook: US Department Stores—Digital Slows as Consumers Shop in Stores Erin Schmidt, Senior Analyst January 17, 2023 Reasons to ReadWe explore the US department store sector’s recent online performance and future e-commerce prospects, as well as the strategies that major players Kohl’s, Macy’s and Nordstrom are implementing in the online space. Data in this report include: US department store e-commerce sales and year-over-year change, 2016–2026E US department store e-commerce penetration, 2016–2026E US department store sector percent of e-commerce sales by major retailer, 2021 Total revenue, e-commerce revenue and e-commerce penetration for Kohl’s, Macy’s and Nordstrom, for FY 2020–2021 E-commerce penetration for Kohl’s, Macy’s and Nordstrom, 1Q20–3Q22 Companies mentioned in this report include: JCPenney, Kohl’s, Macy’s, Neiman Marcus, Nordstrom, Saks Fifth Avenue Other relevant research: Market Outlook: US and China E-Commerce—Growth to Slow Post Pandemic 3Q22 US Department Store Insights: Retailers Expect Very Promotional Holiday, Similar to 2019 Kohl’s Investor Day 2022: Sephora, Active, Digital and 100 Small-Format Stores To Drive Growth Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in: Weekly UK Store Openings and Closures Tracker 2025, Week 48: M&S To Open Up to 500 New Food StoresRetail Shrink and ORC: Cargo Theft Hits Record Levels in the US, Retail Crime Costs Soar in the UKFinancial Confidence Ticks Up Again: Weekly US Consumer Sentiment, Week 20, 2025—InfographicFinancial Confidence Reaches Five-Month High; TJX Dominates Off-Price Retail; Dollar Tree Leads Dollar Stores: US Consumer Survey Insights
