XenalyticsNo. 001 · Oct 27, 2026
E-commerce · US Census data
Online shopping now takes 17.1% of US retail sales
E-commerce as a share of total US retail sales
Quarterly, seasonally adjusted, Q4 1999 to Q2 2026. Drag the slider or the chart to scrub.
Sources: US Census Bureau via FRED, Federal Reserve Bank of St. Louis, 2026 ; US Census Bureau via FRED, 2026 ; US Census Bureau, 2026 . Note: Total retail includes motor vehicles and gas stations. Census revises past quarters; values as published on FRED in October 2026. Data table E-commerce as a share of total US retail sales Period % of retail $ sales 1999 Q4 0.6% $4.5B 2000 Q1 0.8% $5.6B 2000 Q2 0.9% $6.4B 2000 Q3 1.0% $7.3B 2000 Q4 1.0% $7.7B 2001 Q1 1.1% $8.0B 2001 Q2 1.1% $8.2B 2001 Q3 1.1% $8.2B 2001 Q4 1.2% $9.1B 2002 Q1 1.3% $9.7B 2002 Q2 1.4% $10.5B 2002 Q3 1.5% $11.3B 2002 Q4 1.5% $11.9B 2003 Q1 1.6% $12.4B 2003 Q2 1.7% $13.4B 2003 Q3 1.8% $14.5B 2003 Q4 1.9% $15.2B 2004 Q1 2.0% $16.2B 2004 Q2 2.0% $17.0B 2004 Q3 2.1% $17.9B 2004 Q4 2.2% $19.0B 2005 Q1 2.3% $20.2B 2005 Q2 2.4% $21.6B 2005 Q3 2.5% $23.0B 2005 Q4 2.6% $23.7B 2006 Q1 2.7% $25.6B 2006 Q2 2.8% $26.5B 2006 Q3 2.9% $27.9B 2006 Q4 3.1% $29.2B 2007 Q1 3.2% $30.8B 2007 Q2 3.3% $32.6B 2007 Q3 3.5% $33.9B 2007 Q4 3.5% $34.8B 2008 Q1 3.6% $35.1B 2008 Q2 3.6% $35.6B 2008 Q3 3.6% $35.4B 2008 Q4 3.6% $32.2B 2009 Q1 3.8% $33.1B 2009 Q2 3.9% $34.4B 2009 Q3 4.1% $36.6B 2009 Q4 4.1% $37.3B 2010 Q1 4.2% $38.6B 2010 Q2 4.4% $40.6B 2010 Q3 4.6% $42.7B 2010 Q4 4.6% $44.3B 2011 Q1 4.7% $46.2B 2011 Q2 4.8% $47.9B 2011 Q3 4.9% $49.2B 2011 Q4 5.1% $52.1B 2012 Q1 5.2% $54.2B 2012 Q2 5.3% $55.4B 2012 Q3 5.5% $57.4B 2012 Q4 5.6% $59.6B 2013 Q1 5.6% $61.0B 2013 Q2 5.8% $62.7B 2013 Q3 5.9% $64.5B 2013 Q4 6.1% $66.9B 2014 Q1 6.2% $68.8B 2014 Q2 6.3% $71.8B 2014 Q3 6.5% $74.2B 2014 Q4 6.6% $76.1B 2015 Q1 6.9% $78.6B 2015 Q2 7.0% $81.2B 2015 Q3 7.2% $84.0B 2015 Q4 7.4% $86.7B 2016 Q1 7.7% $89.6B 2016 Q2 7.8% $92.4B 2016 Q3 8.0% $95.5B 2016 Q4 8.2% $98.4B 2017 Q1 8.4% $102.6B 2017 Q2 8.7% $106.4B 2017 Q3 8.9% $109.9B 2017 Q4 9.1% $115.2B 2018 Q1 9.4% $119.5B 2018 Q2 9.6% $123.0B 2018 Q3 9.7% $125.8B 2018 Q4 9.9% $129.4B 2019 Q1 10.0% $130.2B 2019 Q2 10.3% $135.5B 2019 Q3 10.8% $144.1B 2019 Q4 11.2% $150.2B 2020 Q1 11.9% $156.9B 2020 Q2 16.3% $208.1B 2020 Q3 14.9% $212.4B 2020 Q4 15.0% $217.2B 2021 Q1 14.9% $227.9B 2021 Q2 14.6% $236.0B 2021 Q3 14.5% $232.2B 2021 Q4 14.6% $239.8B 2022 Q1 14.4% $244.0B 2022 Q2 14.2% $248.0B 2022 Q3 14.5% $252.0B 2022 Q4 14.6% $252.7B 2023 Q1 15.0% $263.0B 2023 Q2 15.3% $269.7B 2023 Q3 15.4% $275.2B 2023 Q4 15.5% $276.8B 2024 Q1 15.9% $283.0B 2024 Q2 16.1% $288.8B 2024 Q3 16.2% $295.2B 2024 Q4 16.2% $300.3B 2025 Q1 16.0% $297.7B 2025 Q2 16.3% $303.3B 2025 Q3 16.4% $310.8B 2025 Q4 16.7% $318.0B 2026 Q1 17.0% $327.9B 2026 Q2 17.1% $340.2B
$340.2B US e-commerce sales in Q2 2026, seasonally adjusted 28.5× rise in online's share since Q4 1999 (0.6% → 17.1%). XENA calculation 21 quarters before the Q2 2020 pandemic peak (16.3%) was beaten, in Q3 2025 (16.4%) Data: US Census Bureau (2026); US Census Bureau via FRED, Federal Reserve Bank of St. Louis (2026); US Census Bureau via FRED (2026). Chart: XENA Intelligence. xenaintelligenceapp.com/xenalytics