Dec. 13 at 8:36 PM
CFRA: E‑commerce continues to drive growth, w/ global transaction values increasing by a healthy +10% from 2023 to 2024, surpassing
$6.88T
Global e‑commerce is projected to reach
$10.8T by 2030 (+8% CAGR), w/ growth expected across all regions & attractive cross‑border opportunities.
However, e‑commerce still accts for only 22.5% of global retail spending (eMarketer at 20.5%), leaving significant room for further expansion in the payments industry
CFRA: F/cast BNPL holiday spending growth to reaccelerate to +13% in 2025, boosting revs & GMV for BNPL firms
WorldPay: Digital wallets now drive 66% of global spending
eMarketer: By 2028, more than half of worldwide population age 14+ will be ecommerce shoppers
Adobe Analytics: Cyber Week — 5-day period from Thanksgiving to Cyber Monday — brought in
$44.2B online overall [up +7.7% y/y]
NRF: Sales over Nov-Dec of
$1.01T-
$1.02T [up +3.7% to +4.2% y/y]
Global social commerce: To reach
$821B in 2025 & surpass
$1T by 2028
$AMZN $WMT $AFRM $PYPL $AAPL