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Global E-Commerce Compass 2026

The report centers around ten key hypotheses, encompassing market concentration, growth trends, top retailers, Shopify and agentic commerce.

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BHGBeiersdorfBirkenstockBoschC&AChoreographDr. OetkerEccoHenkelHermesIkeaKlarnaMastercardMerkleOtto GroupRed BullSamsoniteTikTokXiaomi
What's inside:
  • Examines global e-commerce development across different regions

  • Dives deeper into retailers and markets

  • Discusses Amazon, TikTok, Temu, Shein and others

  • Includes category insights, more specific than ever before

  • Provides a first outlook on agentic commerce

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Used by E-Commerce Leaders Worldwide

BHGBeiersdorfBirkenstockBoschC&AChoreographDr. OetkerEccoHenkelHermesIkeaKlarnaMastercardMerkleOtto GroupRed BullSamsoniteTikTokXiaomi
Our Data

Built on Real Transactions. Not Surveys.

Every number in this report is derived from real purchase data from card issuers and payment processors cross-validated with retailer data, traffic signals, and public market data. The result: benchmarks.

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The Data Engine Behind Our E-Commerce Intelligence

Transaction Data

Billions of real purchase signals from card issuers and payment processors monthly.

Analyst Modeling

Proprietary models cross-validate every input. Analysts are in the driving seat.

Structured Intelligence

Output structured across markets, retailers, categories, brands and consumers.

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