Strategic Intelligence: Ecommerce Sector Scorecard Q2 2025 Update

The ecommerce industry has already felt the effects of the Trump administration’s tariffs policy. According to press reports, Shein has lost US customers, leading it to shift its attention to the European market. As the tariff deadline looms, with rates set to increase above the 10% baseline on for many nations, ecommerce companies must be nimble to survive this austere global trade landscape.

Ecommerce companies also aim to remain competitive by adopting and developing new technologies, particularly artificial intelligence (AI). Alibaba launched its image-generation AI model Qwen VLo in June, hoping to compete with the likes of OpenAI’s Sora and Google’s Imagen 4. Similarly, Apple hopes that its efforts to improve its virtual assistant Siri’s AI capabilities may be assisted by OpenAI or Anthropic’s technology. It seems that ecommerce companies are prioritizing AI adoption within their strategies as the technology pervades every industry.

Scope

• This sector scorecard provides a top-down, comprehensive outlook for the key players in the ecommerce sector over the next two years, based on the key themes set to transform their industry landscape.

Reasons to Buy

• Companies that invest in the right themes become success stories. Those that miss the important themes in their industry end up as failures.
• The analyst's thematic research ecosystem is a single, integrated global research platform that provides an easy-to-use framework for tracking all themes across all companies in all sectors. It has a proven track record of identifying the important themes early, enabling companies to make the right investments ahead of the competition and secure that all-important competitive advantage.
• The analyst has developed a unique thematic methodology for ranking all major companies in all major sectors based on their relative strength in the big themes that are impacting their industries.
• First, we identify the top 10 themes transforming a sector across four categories (tech, macro, industry, and ESG). We also rank themes in order of priority by examining activity levels across 200 million alternative data signals, including patents, jobs, deals, filings, social media, and news.
• Second, we research each theme in detail, examining the value chain, key players, and trends. Additionally, we examine the impact of each theme across the 20 industries we cover. Our 200 million signals help identify the leading adopters of a theme in each sector.
• Finally, using our sector scorecards, we rank the companies most likely to succeed in a sector over the next five years.