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E-Commerce Outlook: US Department Stores—Digital Slows as Consumers Shop in Stores


What's Inside

We 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

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