- The e-commerce industry can serve as a multi-sector play on strong consumer spending combined with rapid technology growth. Several overarching trends have contributed to the strength in e-commerce.
- E-commerce sales continue to show positive growth at a more sustainable level than previous years despite tough comps in 2020 and 2021. E-commerce sales also remain a high portion of overall retail sales at levels above 13% since 3Q20, compared to 11% pre-pandemic.
- This note discusses the S-Network Global E-Commerce Index (ECOMX) and how it captures e-commerce growth and future trends in consumer retail.
For further details see:
Investing In E-Commerce: The Future Of Search, Shop, And Ship