Deloitte's latest forecast indicates that ecommerce sales for the 2025 holiday season, spanning November 2025 to January 2026, will increase by 7% to 9% compared to the same period in 2024. This growth would bring online sales to between $305 billion and $310.7 billion, continuing the trend of ecommerce outperforming total retail sales. The projection underscores the ongoing shift in consumer behavior toward digital shopping, even as overall retail growth moderates.
Sellers on platforms such as Alibaba Group Holding Ltd. (NYSE: BABA) are expected to capitalize on this uptick, leveraging the holiday surge to maximize revenue. The forecast highlights the importance of ecommerce as a key driver of retail performance, with implications for inventory planning, marketing strategies, and logistics. Retailers that invest in seamless online experiences and efficient fulfillment may gain a competitive edge during the critical holiday period.
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