Let's start with the number everyone's talking about this week. Deloitte expects holiday ecommerce sales to land between $316.1 billion and $318.9 billion from November through January, up 7.5% to 8.4% from last year.¹ Overall retail? It's projected to grow 4.0% to 4.8%.¹ So online is growing roughly twice as fast as retail as a whole.
Great news, right? It is. But as a Global Ecommerce Accelerator, we see the same pattern every peak season: a bigger pie doesn't mean every seller gets a bigger slice. The growth is concentrated in a few specific places. Know where they are, and you can spend the next eight weeks pointing your inventory, ads, and content in the right direction.
So let's walk through them.
1. The Season Has Already Started
Most sellers still think of "holiday" as Black Friday through Christmas. Shoppers stopped thinking that way a while ago. Adobe projects October online sales alone will hit $95.8 billion, up 8% year over year.² That money is being spent right now, before most brands have even switched on their holiday campaigns.
Your move: Don't save your best creative for late November. Get gift-focused listings, holiday keywords, and seasonal images live this month, so you're building reviews and ranking history before the competition shows up.
2. Shoppers Are Spending, But Choosing Carefully
Deloitte expects disposable income to grow 4.5% to 5.2% this season, which supports spending.¹ But shoppers are clearly value-focused. Adobe expects Cyber Week sales of clothing basics to jump 210% and personal hygiene products 150% compared with September levels.²
What that tells us: people are using holiday deals to stock up, not just to buy gifts.
Your move: Look past your "giftable" SKUs. Your everyday, replenishable products can be holiday winners too. Bundles, multipacks, and subscribe-and-save offers turn a one-time deal into a bigger basket.
3. Discovery Is Moving to AI and Social Feeds
Adobe projects traffic from AI platforms to retail sites will rise 130% year over year this season.² It's still small next to search, but it's the fastest-growing source of shopping traffic out there.
Social is the other big discovery channel. Shoppers find products in creator videos long before they open a marketplace app. A solid social commerce strategy means your hero products are ready to be found, demoed, and bought right where people are scrolling.
Your move: Make sure your titles, bullets, and descriptions answer real buyer questions in plain language, because that's what AI assistants pull from. Then pick three to five hero products and build your social commerce strategy around them, instead of spreading thin across the whole catalog.
4. Cross-Border Shoppers Are a Real Slice of the Pie
This one gets overlooked. Practical Ecommerce estimates cross-border purchases will make up roughly 20% of worldwide Black Friday and Cyber Monday spending this year.³ One in five dollars crossing a border is not a niche.
If you've been sitting on the idea of global ecommerce expansion, this season's data is the perfect starting point. Watch which products get international interest, which countries show up in your traffic, and what your competitors are listing abroad.
Your move: Treat global ecommerce expansion as a test, not a big launch. Shortlist one or two marketplaces, check landed costs, duties, and delivery times for your proven best-sellers, and plan a focused rollout for early next year.
5. Mobile Is Where the Checkout Happens
Quick one. Adobe expects 63% of Thanksgiving Day online spending to happen on a phone.² If your main image, price, and key benefit don't make sense on a small screen in two seconds, you're losing sales you already paid to attract.
Your move: Open your top 10 listings on your phone today. Fix anything that's hard to read, cluttered, or slow to load.
Your Quick Holiday Growth Check
A Global Ecommerce Accelerator looks at peak season with one simple rule: follow where demand is growing now, not where it grew last year. Whether you lean on a Global Ecommerce Accelerator or run everything in-house, run through this list before mid-October:
- Are my holiday listings and keywords live now, not in November?
- Do I have bundles or multipacks on my everyday products?
- Is my product content clear enough for AI assistants to recommend?
- Do I have three to five hero products ready for social?
- Have I checked my best-selling listings on mobile?
- Is there one international marketplace worth testing next?
The $319 billion is coming either way. The sellers who capture it are the ones who show up early, in the right places, with listings that are ready to convert.
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- Deloitte 2026 holiday forecast, via Chain Drug Review
- Adobe 2026 holiday forecast, via Retail Dive
- Practical Ecommerce: 5 Predictions for 2026 Holiday Shopping