ECDB：2026年全球电商市场风向标报告（英文版）（24页）.pdf

1、https:/ E-Commerce DevelopmentDeep Dive:RetailersDeep Dive:MarketsOutlook:Agentic Commerce2Report Agenda01020304https:/ the Report:Our CEOs Top 4 E-Commerce Predictions for 2026In our report“ECDB Global E-Commerce Compass 2026”,we present the most important e-commerce data and insights on the global

2、 e-commerce market in 2026.Four findings are particularly important this year and represent the essential takeaways you should definitely retain from this report:First,global e-commerce continues to grow structurally,while the growth mix is shifting:Global revenues exceed US$5 trillion for the first

3、 time in 2026,growing by 8.6%year-over-year.The global online share of retail reaches 25.4%,remaining a key structural growth driver.However,net growth is predominantly concentrated(China and the United States accounting for 64%of global revenues),while relative growth shifts toward emerging markets

4、.Second,competitive dynamics among retailers intensify as scale and international reach become decisive:Retailer concentration increases globally,the number of mid-sized players declines,and growth becomes more dependent on cross-border expansion.Platform-based ecosystems continue to outperform stan

5、dalone retail models.Shopify strengthens its role as a core commerce infrastructure,accounting for 6.2%of global E-Commerce revenues.Third,the ECDB Revenue Equation shows that growth is driven by buyers and buying frequency:Across markets,growth is fueled by an expanding buyer base and higher purcha

6、se frequency,while average order values and return rates remain broadly stable.However,buying frequency and average order values differ strongly between countries and categories,driven by underlying needs.Fourth,AI-driven shopping traffic is already relevant,while agentic commerce remains uncertain: