Key trends suggest e-commerce still has room to grow following its pandemic spike, according to Morgan Stanley Research. Online shopping continues to account for a large chunk of overall retail sales. In fact, the global e-commerce market could increase from $3.3 trillion today to $5.4 trillion in 2026, and account for 27% of retail sales by then.* Many factors are driving growth, including logistics, mobile device ownership, and marketplace expansion.*
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Here’s why e-commerce growth can stay stronger for longer
Global e-commerce stocks surged during the early days of Covid-19 but have since slumped. Despite overall slowing economic activity, key trends suggest e-commerce still has room to grow. What it means for economies, industries, and investors.
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