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Ecommerce in Transition: From Trade Wars to AI Disruption

From tariffs and regional market dynamics to AI-driven discovery, the U.S. ecommerce landscape is changing fast in 2025. Our new report with Statista shows how these forces are reshaping growth — and what these changes mean for your business.
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Explore the trends fueling ecommerce in 2025

Discover the market categories, consumer patterns, and strategic insights shaping U.S. ecommerce in 2025 and beyond.

Social ecommerce surges to $150B

Social shopping has dominated digital retail as Gen Z and Millennials buy directly from Instagram, TikTok, and Facebook.

AI assistants rewrite shopping discovery

Monthly visits from AI assistants have surged 35× in just 18 months.

Tariffs stall traffic

Asian ecommerce platforms saw traffic drop -25%, coinciding with U.S. tariff announcements.

Urban states surge, rural states drop

Ecommerce growth is split sharply between urban and rural states: New York traffic jumped +7.6%, while Montana plunged –6.8%.

A report brought to you by Semrush & Statista
Explore the trends shaping the next phase of ecommerce