A look at the trends in E-Commerce, the impact of COVID-19 and future outlook. Check out our website for more reports and research: https://triviumglobal.com/

1. Industry Spotlight - COVID Impact
E-Commerce in the United States

2. 2020 Highlights
E-Commerce sales grew
34% year-on-year in June
2020 – the highest growth
rate reported since March
2008.
In Q2 2020, $1 of every $5
spent by U.S. consumers
came from online orders.
E-Commerce
Sales
Comparison
$266.8B $347.3BJan-June
2019
Jan-June
2020
30.1%
Increase
Source: US Census

3. How Have E-Commerce
Businesses Adapted to the
Pandemic?
Bricks to Clicks
With lockdowns in place, business owners had to shift
focus on e-commerce.
BOPIS (Buy Online, Pickup in store), Curbside
Pickup
Many firms introduced options with less contact to
ensure customer safety and peace of mind.
Adjusted Products Offerings
Firms also had to pivot their product offerings. Etsy face
mask sellers grew 5x in two weeks.
Case in Point
‘On March 12, the beginning of the
COVID-19 lockdown, Amazon’s stock
price closed at $1,676.6.
By the start of September, it was nearly
$1,850 higher with a growth of 86.4%.
Source: Forbes & Etsy
$1676.6
$3231
$3531.5

4. How Have Consumer Preferences
Changed?
Trend Changes
Source: McKinsey & Stackline
Digital and Omni-Channel Adoption
Americans have readily adopted options that
provide them with minimum contact with a 15-
30% growth.
Shock to brand loyalty
More than 77% of Americans trying new
shopping behaviors during the crisis (up from
76% in late July)
Homebody Economy
Many Americans have adopted at-home
solutions across categories with an intent to
continue post-crisis (wellness, entertainment
etc.)
1
2
3
Top 5 Fastest Growing Categories (Mar19 vs Mar 20)
#1 Disposable Gloves 670%
#2 Bread Machines 652%
#3 Cough & Cold 535%
#4 Soups 397%
#5 Dried Grains & Rice 386%
Top 5 Fastest Declining Categories (Mar19 vs Mar 20)
#1 Luggage & Suitcases -77%
#2 Briefcases -77%
#3 Cameras -64%
#4 Men’s Swimwear -64%
#5 Bridal Clothing -63%

5. What is the E-Commerce Outlook
for the rest of 2020?
Click-and-collect and Curbside pickup suggest
a long-term trajectory of ecommerce growth
US click-and-collect ecommerce sales are expected to
grow to $58.5 billion, up 60.4% from the initial forecast
of 38%
Consumers will continue to gravitate toward
trusted and reliable retailers
The majority of the top 10 will increase their market
share from 58.2% to 60.1%
Between January and June 2020:
● Amazon's share fell from 38.5% to 42.1%
● Walmart’s share grew from 4.2% to 5.0%
● Target’s share grew from 2.2% to 3.5%
$523.6
$601.6
$709.8
$765.7
$859.8
2018 2019 2020 2021 2022
Retail Ecommerce Sales
%Change % of total retail sales
Retail ecommerce sales in the US, 2018-22
Billions, % change and % of total retail sales
Note: includes products or services ordered using the internet,
regardless of the method of payment or fulfillment; excludes travel
and event tickets, payments such as bill pay, taxes or money transfers,
food services and drinking place sales, gambling and other vice goods
sales
%13.6
%14.9
%18.0
%7.8
%12.3
%14.5
%14.4
%15.5
%11.0%9.9
Source: Washington Post & eMarketer, May 2020