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Similarweb & Statista (2026) — The State of Ecommerce 2026

Original study
Vendor report
Publisher
Similarweb (co-written with Statista)
Evidence:
Observed behaviour
Vendor interest:
Moderate
Sample:
Statista Consumer Insights: two surveys (Global Consumer Survey and Consumer Insights Pulse), ages 18-64, in US/UK/Germany. Respondent counts: US Global=60,356 / Pulse=7,326; UK Global=23,343 / Pulse=7,309; Germany Global=35,911 / Pulse=7,309. Statista Market Insights: bottom-up modelling using historical ARPU adjusted by country/segment-specific drivers (no respondent sample — modelled, not surveyed).
Methodology
Disclosed
Geography
Global
Data period
01.07.2025 – 30.06.2026
Published
2026

Summary:

"The State of Ecommerce 2026" is a co-branded report by Similarweb (a web/app traffic intelligence vendor) and Statista, pitched as an "enterprise blueprint" for ecommerce strategy.

It combines Similarweb's estimated web/app traffic and engagement data with Statista's consumer survey research.

Three chapters:

(1) "When AI Enters the Journey" — how AI assistants and search are reshaping discovery, consideration and downstream purchase influence;

(2) "Ecommerce Signals: Global Trajectory & Sector Dynamics" — traffic/growth benchmarks across five sectors (Marketplaces, Beauty & Cosmetics, Consumer Electronics, Fashion & Apparel, Home & Garden);

(3) "What Comes Next by Statista" — macro ecommerce revenue forecasts, demographic/agentic-commerce readiness, and consumer trust/privacy attitudes.

Similarweb draws on four data streams:

(1) Consumer research: proprietary market research fielded July 2026 on consumer attitudes, shopping behaviors and AI usage;

(2) Ecommerce and retail performance data: transactional/marketplace data covering traffic, rankings, pricing, assortment and conversion;

(3) Web and app traffic insights: Similarweb's own digital intelligence platform tracking engagement across sites and apps;

(4) Custom backend analysis: advanced data modelling and proprietary queries built on Similarweb's Clickstream data.

Statista contributes two methodologies:

• Consumer Insights (two surveys, Global and Pulse, ages 18-64, fielded in US/UK/Germany — respondent counts in Sample description)
• Market Insights (bottom-up modelling using historical ARPU adjusted by country- and segment-specific drivers, not survey-based).

Similarweb states plainly that all of its data in the report are "estimations and extrapolations based on source materials obtained from third parties" and are "not warranted for accuracy or completeness".

Cards from this research

Channel validationTrend

14.1% of US desktop consumer electronics shopping journeys involve AI, the highest share of any ecommerce industry

14.1% of US desktop consumer electronics shopping journeys involve AI, the highest share of any ecommerce industry
Channel validationTrend

89% of AI shopping journeys also involve a regular search engine

89% of AI shopping journeys also involve a regular search engine
Keyword & topic researchTrend

100

is the topic index score for Home Decor in US Home & Garden ChatGPT prompts, the highest-scoring topic in the category (indexed to top topic = 100)

Home Decor tops ChatGPT Home prompt topics in the US
Channel validationTrend

AI shopping traffic from Amazon Rufus and Alexa to product pages grew 380–567% year-over-year every month from February to June 2026

AI shopping traffic from Amazon Rufus and Alexa to product pages grew 380–567% year-over-year every month from February to June 2026

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