As we look ahead to 2025, it’s becoming clear that eCommerce isn’t just rebounding; it’s on the verge of another major growth phase. After a few volatile years of demand spikes and subsequent recalibrations, the indicators are pointing towards a new cycle of expansion driven by several converging factors: political shifts, technological advancements, consumer trends, and new market dynamics. Here’s why 2025 could be the year of a sustained eCommerce boom — and why now is the time to be bullish.
This week’s key memo focused on Shopify’s role at the nexus of finance and commerce. This member brief builds on it by breaking down the key players, establishing that the real growth in online retail is no longer in widgets moved; it’s in financial products sold.
