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U.S. e-commerce growth runs at 10% in 2026, beating Bernstein forecast

Verifying
  • U.S. e-commerce growth reached about 10% year-on-year through the first three quarters of 2026.
  • Bernstein estimates third-quarter growth at 8.4%, versus 8% forecast at the year’s start.
  • The 14 largest platforms held about 82% of second-quarter gross merchandise value.
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