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How America Shops Online: Inside the 2026 Ecommerce AI Shift

The U.S. e-commerce landscape is undergoing its biggest shift in years. From regional market dynamics to a 3,000%+ surge in AI-driven discovery, our new report with Statista reveals the data behind this disruption.
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Explore the trends fueling ecommerce in 2026

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