AMZ123 has learned that the U.S. e-commerce market achieved sales of $302.33 billion in the first quarter of 2026, a year-on-year increase of 9.7%, nearly twice the growth rate of the overall retail industry. The online penetration rate rose to 23.8%, marking the first time in history that sales exceeded $300 billion outside of the fourth quarter. Among them, the grocery category performed outstandingly, with a growth rate of over 20%, mainly driven by the "instant retail competition" where Amazon and Walmart compressed delivery times to within 30 minutes. Overall, the U.S. e-commerce market continues its high-growth trend, with fast-moving consumer goods (FMCG) and fresh produce-related segments becoming the core growth engines. Platforms' continuous optimization of fulfillment efficiency further strengthens the release of high-frequency consumer demand. Cross-border sellers need to pay attention to structural opportunities in fresh produce and FMCG categories, evaluate the feasibility of accessing the instant delivery networks of leading platforms, and optimize supply chain response efficiency to adapt to the trend of short-chain consumption.

Source: AMZ123
Original Link: https://www.amz123.com/kx/UzgjNmk8