In November 2025, U.S. ecommerce sales grew by 7.2% year-over-year to $130.12 billion, although monthly growth was slower compared to October, with a 0.36% increase. This growth was notably slower than the 0.61% increase in total retail sales for the same period, highlighting a shift in consumer focus towards value during the holiday season.
For someone focused on ecommerce and D2C strategies, the key takeaway is that while ecommerce continues to outpace total retail sales growth, November 2025 saw a mere 0.36% increase from October, indicating a potential plateau in monthly growth. This suggests the importance of enhancing strategies for customer engagement and retention, especially during peak shopping periods like the Cyber 5, to sustain momentum. Additionally, with mobile commerce and BNPL transactions showing significant growth, optimizing for mobile and flexible payment options could be crucial in capturing consumer spending effectively.