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Funding and advertised pay are reported in USD; filed accounts retain their stated source currency and basis.

Exchange-rate basis

Indicative conversions use ECB reference rates dated 2026-09-14, applied consistently across all periods. They are not historical exchange rates. Indian rupees may use crore (1 crore = 10 million); other currencies use K, M and B. CSV downloads, source documents and quoted news headlines retain their original currencies.

THE THE UNITED STATES EDITION 2026

the United States’s
e-commerce software industry,
in focus.

The companies, capital and talent shaping e-commerce software in the United States. Find the leaders. Understand the segments. See where the activity is.

Explore in Radar Read the key signals
Snapshot: Funding in USD
Illustrated cover for E-commerce Software Industry Landscape of the United States
US
COMPANIES · CAPITAL · TALENT

An industry ecosystem,
measured in context.

E-commerce Software illustration
Companies tracked 1,696E-commerce Software ecosystem in the United States Disclosed funding $27.81B554 companies · all recorded rounds Companies hiring 115With open roles at the snapshot Tracked open roles 2964 employers posted in the preceding 30 days
MEET THE COMPANIES

Explore the United States’s e-commerce software leaders

24 featured companies from the funding, hiring, revenue and team-size leaderboards.

Expand panel +
Explore the full landscape
E-commerce Software company highlights in the United States, snapshot 30 August 2026
Company
Thrasiothrasio.com$3.4B—1,120—
Attentive Mobileattentive.com$1.03B—1,185—
Boltbolt.com$947M—385—
Cart.comcart.com$910.24M—1,100—
Perchperchhq.com$906.5M—241—
Heydayheyday.co$800M—156—
Klaviyoklaviyo.com$778.5M10 roles1,454$1.23BFYFY2025 filing
Squarespacesquarespace.com$591.5M—1,749$1.01BFYFY2023 filing
Numeratornumerator.com—12 roles1,200—
eJamejam.com—10 roles18—
CommerceIQcommerceiq.ai—8 roles229—
ManyChatmanychat.com—7 roles6—
ROI Revolutionroirevolution.com—7 roles113—
Topsorttopsort.com—7 roles45—
Webflowwebflow.com—7 roles297—
BigCommercebigcommerce.com——1,321$342.35MFYFY2025 filing
BloomReachbloomreach.com——1,000—
Digimarcdigimarc.com——217$33.91MFYFY2025 filing
LTKshopltk.com——389—
Manifestmanifestcommerce.com——17—
Riskifiedriskified.com——781Financial figure available in RadarView in Radar
Rokt Technologiesrokt.com——600—
Upexiupexi.com———Financial figure available in RadarView in Radar
Yextyext.com——1,200$420.96MFYFY2025 filing
24 featured companies

Locked revenue figures are available in Radar; the eight company financial previews stay the same throughout this page. A dash means the figure is outside these featured lists. Revenue years vary by company; the figures are not a like-for-like revenue comparison. Compare annual accounts ↗

Company discovery

Recorded evidence only
THE KEY SIGNALS

E-commerce Software industry KPIs in the United States

A few useful ratios bring the size of this ecosystem into perspective.

30 August 2026
Hiring participation6.8%

115 of 1,696 tracked companies have open roles.

Funding participation36.0%

611 of 1,696 tracked companies have a recorded round.

Top 3 funding share19.3%

Share of disclosed capital received by the three largest recorded recipients.

Median disclosed round$4.5M

Midpoint of 889 rounds with a disclosed amount.

Scale is concentrated. Opportunity is broader. The three largest funding recipients hold 19.3% of disclosed capital, while 64.0% of tracked companies have no recorded funding round.

Explore the segments →
CAPITAL & COMPANY FORMATION

How the United States e-commerce software has grown

Recorded company formation and disclosed funding across the complete annual series shown.

Expand panel +
2016 — 2025

Disclosed funding by year

Sum of recorded funding rounds · USD

the United States e-commerce software
$0$3.45B$6.89B$10.34B$13.78B2016: $504.95M20162017: $862.88M20172018: $665.74M20182019: $1.16B20192020: $2.44B20202021: $12.09B20212022: $3.95B20222023: $654.46M20232024: $776.15M20242025: $950.53M2025
View the numbers
Annual e-commerce software funding and company formation in the United States
YearFunding (USD)FoundedRaising
2016$504.95M8065
2017$862.88M10678
2018$665.74M10865
2019$1.16B12286
2020$2.44B13377
2021$12.09B101126
2022$3.95B100112
2023$654.46M8053
2024$776.15M2748
2025$950.53M1139
WHERE CAPITAL SITS

Funding concentration

Share of all disclosed company funding.

  • Thrasio12.2%
  • Attentive Mobile3.7%
  • Bolt3.4%
  • Other companies80.7%

Funding by stage

1,057 recorded rounds since 2016

NUMBER OF ROUNDS
Seed & Angel449 42.5%
Series A–B366 34.6%
Series C+ / PE126 11.9%
Grants, debt & other116 11.0%

Recent recorded rounds

Latest recorded rounds · USD
7 rounds

Swipe or scroll horizontally to browse.

Conventional Debt05/2026
Pangaea $3.5M

Backed by Jpalmercollective.

Seed04/2026
ReFiBuy $15.31M

Backed by NewRoad Capital Partners and Ridge Ventures and others.

Series A04/2026
Chord $7M

Backed by Equal Ventures and M13 Company and others.

Series A04/2026
Two Boxes $3.2M

Backed by Assembly Ventures and Peterson Ventures and others.

Series D03/2026
Cart.com $180M

Backed by Springcoast Capital Partners and PayPal Ventures and others.

Series A03/2026
Lemrock $6.98M

Backed by Galion.exe and Michael Benabou and others.

Seed02/2026
Flock AI $6M

Backed by Work-Bench and January Ventures and others.

Largest and notable recorded rounds

Each card is one recorded round
10 cards

Swipe or scroll horizontally to browse.

Series C05/2021
Perchperchhq.com$775M

Backed by Victory Park Capital Advisors and Spark Capital and others.

Series C02/2021
Thrasiothrasio.com$750M

Backed by Oaktree Capital Management and Advent International and others.

Series C11/2021
Heydayheyday.co$555M

Backed by The Raine Group and General Catalyst and others.

Series D10/2021
Boltbolt.com$399M

Backed by Untitled Investments and Willoughby Capital and others.

Series E12/2021
Boltbolt.com$355M

Backed by BlackRock and Schonfeld and others.

THE BUSINESS BEHIND THE ACTIVITY

Revenue, profitability & financial strength

Annual accounts for reporting companies linked to this landscape, on like-for-like currency and reporting bases.

Expand panel +
USD · millions · consolidated

Display conversions use the dated reference rates above. Where a verified rate is unavailable, figures retain their source currency. Each reporting cohort keeps its currency and accounting basis separate.

FY2025 · company accounts; aggregate reporting threshold not met · 5 reporting entities from 9 eligible matches.

Revenue in covered accounts—

Sum of reporting-entity revenue; not the United States market sales.

Net profit / loss—

Combined result for the same cohort.

Aggregate net margin—

Combined net income ÷ combined revenue.

Median company revenue—

The middle covered reporting entity.

Profitable entities—

None of 5 covered entities.

Top-five concentration—

Share of covered revenue from the five largest entities.

Annual account trend

Reported cohort totals by year; coverage is stated for every period.

Bar height shows revenue. Changes in coverage can affect totals.

Profitability has two perspectives

FY2025 · 5 reporting entities

Open the company accounts

Up to eight fixed company previews show financial amounts. Search and sort the wider company list, then continue in Radar.

5 reporting entities
Continue your financial research in Radar

Explore full company accounts and filings.

View financials in Radar ↗
THE UNITED STATES · INDUSTRY COHORTS

How does e-commerce software compare?

Each pair uses the same year, currency and reporting basis. Cohort overlap is disclosed.

IndustryCovered / eligibleRevenue totalMedian revenueNet profit / lossAggregate marginProfitable shareOverlap

Available-account cohorts are not estimates of whole industries. Overlapping entities can occur in more than one cohort; do not add cohort totals.

Coverage, calculations & financial sources

Filed annual accounts for exact designated national identifiers. Every aggregate and peer pair uses one fiscal year, source currency and reporting basis; periods, coverage and overlap are explicit; 2026 partials are excluded.

The same up to eight reporting entities remain open across years, filters and sorts. Other company figures are available in Radar.

Source currencies and accounting bases stay separate. Missing accounts are excluded rather than treated as zero. Exact reporting periods appear on company previews. Annual totals can change with coverage and do not measure growth of a fixed company cohort.

DIGITAL FOOTPRINT

Web traffic, app reach and release cadence

How the the United States companies on this page show up online: the sites people visit, the apps they install, and how often those apps ship.

Busiest websites

69 of the 1,696 companies on this page carry a measured traffic record (4.1%); these are the largest of those, by monthly visits. The median among them is 257,544 visits.

CompanyMonthly visitsAuthorityMobile
Squarespacesquarespace.com40,719,7717533.9%
Klaviyoklaviyo.com12,274,9265628.6%
Thronethrone.com9,853,8384266.7%
ShopMyshopmy.us9,709,9144784.4%
ManyChatmanychat.com8,860,3235551.7%
Big Cartelbigcartel.com7,182,4055168.7%
LTKshopltk.com6,808,7075080.3%
CamelCamelCamelcamelcamelcamel.com4,283,1436650.6%
BigCommercebigcommerce.com4,066,5585315.8%
GetResponsegetresponse.com3,337,0395470%

Visits and authority are third-party web estimates, not company-reported figures.

Most-installed apps

99 of these companies (5.8%) publish at least one Android app — 856 apps in all, carrying 32.4M installs between them.

AppInstallsRatingStore category
CamFindCamFind5.8M2.2Tools
BILT: 3D InstructionsBILT3.5M3.9Lifestyle
Planoly: Social Media PlannerPlanoly3.3M3.5Social
LTKLTK2.9M3.1Shopping
Jimdo CreatorJimdo2.4M4.2Productivity
ManychatManyChat1.5M4Communication
الحروف العربية والكلماتWebs947.9K4.3Education
Ecwid EcommerceEcwid847.1K4.5Business
Squarespace: Run your businessSquarespace841.6K4.3Productivity
Observa: Earn Money From GigsObserva783.9K4.2Business

Installs are lifetime totals to date at the June 2026 store reading — a measure of reach, not of people using an app today.

App reach by segment

The busiest app inside each of this page’s own segments, with the quarterly release trend behind it (2024Q1–2026Q2).

SegmentAppsInstallsLeading appRelease trend
E-Commerce Enablers85432.4MCamFind 5.8M
Marketingtech13417.3MPlanoly: Social Media Planner 3.3M
Brands Tech2328.9MBILT: 3D Instructions 3.5M
Application Development Tools1368.4MJimdo Creator 2.4M
Influencer E-Commerce36.2MLTK 2.9M
Artificial Intelligence35.8MFirework Camera 11.6K
Image Recognition25.8MWinkID 18
In Store Retail Tech375.3MObserva: Earn Money From Gigs 783.9K

A company can carry several segment tags, so these rows overlap and should not be added together. Trend lines are zero-based and share one quarter grid, so a flat line is a quiet segment, not a missing one.

Release cadence by quarter

New apps published, beside apps whose most recent update landed in that quarter — the second bar is how much of the shelf is still being maintained.

2023Q2: 502023Q2: 22023Q22023Q3: 462023Q3: 112023Q32023Q4: 282023Q4: 502023Q42024Q1: 262024Q1: 132024Q12024Q2: 112024Q2: 112024Q22024Q3: 32024Q3: 112024Q32024Q4: 92024Q4: 572024Q42025Q1: 62025Q1: 72025Q12025Q2: 82025Q2: 112025Q22025Q3: 32025Q3: 632025Q32025Q4: 112025Q4: 512025Q42026Q1: 42026Q1: 592026Q1

Darker bars are new releases, lighter bars apps updated. 842 of 856 apps carry a release date. The series ends at 2026Q1, the last quarter that closed before the June 2026 reading.

INSIDE THE INDUSTRY

The the United States e-commerce software market map

Explore the segments behind the headline numbers.

Expand panel +

Where companies are building

Rank segments by scale, hiring or disclosed funding.

Enterprise tech1,636
Commerce enablers1,618
Enterprise software1,454
Saas923
E-commerce saas866
Retail saas861
Shopping cart solutions316
E-commerce logistics109
Consumer digital95
Wholesale saas85
Cpg brands analytics82
Retail returns management69

Companies can sit in several segments. Counts and funding overlap.

SEGMENT TO EXPLORE

Enterprise tech

The largest measured segment in this report snapshot.

1636companies
6.8%have hiring activity

112 companies hiring · $26.41B disclosed funding

Explore in Radar

How companies make money

Common revenue models; a company can use more than one.

Subscription1,383
E-commerce - service512
Advertising288
Commission on transaction208
E-commerce - product104
Fee-for-service97
Affiliate marketing9
Physical commerce5
THE COMPANIES IN MOTION

Who is listing, hiring leaders, launching and winning work

Recorded corporate activity linked to companies in this landscape.

Expand panel +
Recent corporate headlines 10 dated reports
Mergers & acquisitionsmagnetic.com ↗

Just two years later, however, Magnetic has exited Newton’s ownership, following a management buy-out.

Funding roundsmanifestcommerce.com ↗

A trans‑Tasman startup has raised $2 million in pre‑seed funding to help advertising agencies better track and value their work amid the rapid adoption of AI across the sector.

Funding roundsboldstrategies.com ↗

Bold bags $40m funding round Bold, an enterprise cybersecurity company... The funding round brought in $40m from investors including Bessemer Venture Partners, Picture Capital and Red Dot Capital Partners.

Funding roundstwoboxes.com ↗

Two Boxes Scores $3.2M Financing Round Back to Home DENVER, CO, Two Boxes, an AI-powered returns processing technology platform, has announced the closing of a $3.2 million fundraise.

Mergers & acquisitionsorchestro.com ↗

E2open Acquires Retail Analytics Expert Orchestro

Funding roundscart.com ↗

Cart.com Raises $180M in Series D Funding for Enterprise E-Commerce Platform

Mergers & acquisitionsintrinsic.us ↗

Intrinsic, an Alphabet-owned software and AI company, is joining Google.

Funding roundsflockshop.ai ↗

Retail > E-Commerce Enablers New York $6M Seed Work-Bench Anima

Mergers & acquisitionscortinaplatform.com ↗

Earlier this month, Plasticade’s owner, Radial Equity Partners, announced it had bought another traffic safety firm, the Cortina Cos., and planned to bring it and Plasticade together under a loose corporate structure.

Full recorded event mix

Top 10 categories among 536 recorded events in the 24-month window.

Leadership moves
129
Funding rounds
93
New products
81
Mergers & acquisitions
68
Earnings
58
Contracts
36
Company announcements
21
Lawsuit
9
Buyback
7
Layoffs
7
7 activity cards

Swipe or scroll horizontally to browse.

IPO pipeline

3 companies with recorded IPO activity

Klaviyo ↗

IPO · New York Stock Exchange2 reports

Follow-on Offering1 reports

Rosslyn ↗

Follow-on Offering · AIM2 reports

Leadership moves

33 tracked people moves

Fast ↗
Clive Wilson

Appointment Managing Director

GoWit ↗
Harish Pandey

Appointment Head of Growth for MENA and India

Riskified ↗
Aaron Mankovski

Resignation Previously Board Member

Riskified ↗
Dr. Samer Haj-Yehia

Appointment Board Member

DEUNA ↗
Felipe Duclos

Appointment Previously Chief Product & Technology Officer

Manifest ↗
Betsy Ross

Appointment Chief Client Officer

BILT ↗
Sam Bakhshandehpour

Appointment President of Local Merchants at Bilt

Intrinsic ↗
Wendy Tan White

Chief Executive Officer

Product launches

Products, platforms and features in the recorded window

Algolia ↗
Shopify integration enhancements

Integration

Kentico ↗
AIRA Agentic Marketing Suite

Marketing Suite

Wunderkind ↗
Wunderkind integration for Klaviyo

Identity resolution integration

Webflow ↗
Google Ads integration in Webflow

Website experience platform integration

Two-Tap™ engagement technology

Mobile and Desktop Engagement Technology

Ellis

Predictive LLM

Wunderkind ↗
Wunderkind Audiences for Meta

Audience Integration

Connectbase ↗
GPU-as-a-Service (GPUaaS)

AI infrastructure services

Regulatory events

2 recorded events

nate ↗

Department of Justice

nate ↗

IndictedSouthern District of New York

Litigation

5 tracked suits

Company
subscribers, National Association of Telecoms Subscribers (N v Telecos in Nigeria, Association of Licensed Telecoms Operato

airtime compensation for poor service quality over twelve yearsCivil ·

Company
investor v digimarc

Federal Securities Laws violationCivil ·

Earnings pulse

Reported company results in the recorded window.

12companies
57period observations
8.0%median reported growth

Median across 35 reported growth observations; companies may contribute multiple periods.

Mergers and acquisitions

Company-linked deal reports; status is preserved as recorded.

Acquirer → targetStatusDateValue / context
newton→Magnetic ↗Completed2026-05-01Not stated in snapshot
Magnetic→newtonCompleted2026-05-01Not stated in snapshot
Magnetic→Magnetic ↗Completed2026-04-28Not stated in snapshot
kantar→Numerator ↗Completed2026-04-17Not stated in snapshot
Nuqleous→engineAnnounced2026-04-06Not stated in snapshot
havas→Channel Bakers ↗Completed2026-04-04Not stated in snapshot

A discussion or rumour is not a completed transaction. An unstated value is not zero.

PEOPLE & OPPORTUNITY

The talent market

3,394 postings in the preceding 12 months. The full 4,934-posting snapshot covers 208 employers.

Expand panel +

Most advertised job titles

Field Sales Representative515
Regional Sales Associate223
General Manager22
Customer Success Manager17
Grant Writer17
Cleaner17
4 internship postings

318 tracked postings mention remote work.

The seniority mix

1,471 postings specify a level.

unspecified
3,463
manager
802
senior
452
lead
111
entry
93
intern
13

Skills employers mention

Top skills across 4,934 tracked postings in the available jobs snapshot.

React
88
Typescript
83
Python
65
Next.Js
52
Excel
49
Sql
39
Aws
39
Javascript
31
Node.Js
31
Apis
27
ADVERTISED PAY$72.2K/ year

Median across 410 postings with pay data, expressed in USD.

Salary by seniority

manager$110.0K/ year74 postings
senior$140.4K/ year37 postings

Advertised posting medians do not describe all employees or roles.

THE PEOPLE BUILDING THE FIELD

Founders and leaders

1,204 founders and chief executives across 843 companies.

Expand panel +
12 profiles

Swipe or scroll horizontally to browse.

Education networks

214 profiles with education records.

Stanford University
43
Harvard University
25
Massachusetts Institute of Technology
18
Harvard Business School
15
University of Pennsylvania
12
Stanford Business School
9
University of Chicago
9
Tel Aviv University
9

Prior employers

87 profiles with prior-work records.

Amazon
16
Google
15
Uber
10
Microsoft
7
McKinsey
6
Facebook
5
Flipkart
5
Paypal
4

Profiles cover recorded founders and leaders; contact details remain in Radar.

DEMAND, SUPPLY & PLACE

Where demand signals run ahead of mapped supply — the United States

Compare demand signals in the United States’s newsflow with the e-commerce software categories mapped to each signal.

Expand panel +
HOW TO READ THE GAP

Signal percentile − supply percentile = gap in percentile points. Positive gaps highlight questions to investigate. A high signal can reflect spending pressure or access friction, as well as potential demand.

The comparison is relative to the signal families on this page. A supply percentile of zero means the lowest relative reading, not zero companies. It is a prioritisation clue, not measured market size or unmet demand.

COMPARISON PERIOD2025-07-01 to 2026-07-01Against 2024-07-01 to 2025-07-01Explore the signals ↓

The opportunity, in one view

Signal and mapped-supply percentiles, their gap, and change in the signal’s article share.

Swipe horizontally to compare all columns →

11 the United States demand signals compared with mapped e-commerce software supply
Signal familySignal percentileSupply percentileRelative gapGap (points)Signal share vs prior year
Highways & expressways ↗Connectivity Build-Out45.00.0+45.0+23.5%
E-commerce & quick delivery ↗Channel Shift55.050.0+5.0+67.2%
Industrial parks & warehousing ↗Investment Build-Out35.050.0-15.0+28.1%
Consumer grievances & trust ↗Trust Friction75.0100.0-25.0+92.6%
Housing & urban expansion ↗Demand Driver55.0—No matching category—+49.2%
Rail & metro connectivity ↗Connectivity Build-Out35.0—No matching category—+36.8%
Airports & air links ↗Connectivity Build-Out15.0—No matching category—+23.9%
Congestion & traffic friction ↗Access Friction40.0—No matching category—+2.5%
Inflation & spending pressure ↗Spending Pressure55.0—No matching category—+18.9%
Tourism footfall ↗Demand Driver55.0—No matching category—+35.3%
Layoffs & income shocks ↗Spending Pressure85.0—No matching category—+57.7%

Showing all 11 signals. Select a family for its history and mapped categories.

Where the signals are loudest

All 12 city readings for these demand families in the comparison geography. the United States is highlighted.

Mentions per 10,000 articles

Each city’s reading is a share of its own coverage.

Maryland186.9

Congestion & traffic friction · Layoffs & income shocks · Highways & expressways

Tennessee142.4

Inflation & spending pressure · Layoffs & income shocks · Congestion & traffic friction

Connecticut141.7

Congestion & traffic friction · Layoffs & income shocks · Consumer grievances & trust

Colorado126.2

Congestion & traffic friction · Highways & expressways · Layoffs & income shocks

Oregon119.4

Congestion & traffic friction · Layoffs & income shocks · Inflation & spending pressure

Arizona119.0

Inflation & spending pressure · Layoffs & income shocks · Congestion & traffic friction

Nebraska117.9

Congestion & traffic friction · Highways & expressways · Layoffs & income shocks

Delaware111.4

Congestion & traffic friction · Highways & expressways · Layoffs & income shocks

Arkansas111.2

Layoffs & income shocks · Congestion & traffic friction · Inflation & spending pressure

Wisconsin109.6

Congestion & traffic friction · Highways & expressways · Housing & urban expansion

Indiana105.4

Congestion & traffic friction · Layoffs & income shocks · Highways & expressways

North Carolina103.1

Congestion & traffic friction · Layoffs & income shocks · Inflation & spending pressure

Inside the leading signals

Open any signal for its quarterly history
CONNECTIVITY BUILD-OUTHighways & expressways+45.0percentile-point gap
THE OPERATING HYPOTHESIS

Corridor build-out can collapse travel time, widening every catchment.

6.8mentions per 10,000 articles+23.5%share change vs prior year

Mapped e-commerce software categories

  • Commerce Enablers1,618
  • E-Commerce Logistics109

Companies can appear in multiple categories; these counts are not a unique-company total.

Quarterly share of the United States coverage

Mentions per 10,000 articles · zero baseline

024792024Q3: 62024Q32024Q4: 62024Q42025Q1: 42025Q12025Q2: 52025Q22025Q3: 72025Q32025Q4: 52025Q42026Q1: 62026Q12026Q2: 72026Q2
View quarterly signal counts
Highways & expressways in the United States coverage
QuarterMentionsPer 10,000 articles
2024Q310876.38
2024Q410716.04
2025Q110904.36
2025Q29235.79
2025Q319857.28
2025Q46315.23
2026Q19656.68
2026Q25977.76

Where this signal concentrates in the comparison geography

Nebraska31.2 / 10,000
Delaware16.1 / 10,000
Colorado15.9 / 10,000
CHANNEL SHIFTE-commerce & quick delivery+5.0percentile-point gap
THE OPERATING HYPOTHESIS

Online and quick-commerce adoption can migrate spend across channels faster than networks adapt.

1.74mentions per 10,000 articles+67.2%share change vs prior year

Mapped e-commerce software categories

  • Commerce Enablers1,618
  • E-Commerce Saas866
  • E-Commerce Logistics109

Companies can appear in multiple categories; these counts are not a unique-company total.

Quarterly share of the United States coverage

Mentions per 10,000 articles · zero baseline

011232024Q3: 02024Q32024Q4: 12024Q42025Q1: 02025Q12025Q2: 12025Q22025Q3: 12025Q32025Q4: 22025Q42026Q1: 12026Q12026Q2: 12026Q2
View quarterly signal counts
E-commerce & quick delivery in the United States coverage
QuarterMentionsPer 10,000 articles
2024Q31600.94
2024Q42351.33
2025Q11830.73
2025Q22121.33
2025Q34391.61
2025Q42942.44
2026Q12281.58
2026Q21111.44

Where this signal concentrates in the comparison geography

Delaware4.7 / 10,000
Arizona4.0 / 10,000
INVESTMENT BUILD-OUTIndustrial parks & warehousing-15.0percentile-point gap
THE OPERATING HYPOTHESIS

Parks and warehousing can add the jobs and fulfilment capacity that reach depends on.

2.18mentions per 10,000 articles+28.1%share change vs prior year

Mapped e-commerce software categories

  • Commerce Enablers1,618
  • E-Commerce Saas866
  • E-Commerce Logistics109

Companies can appear in multiple categories; these counts are not a unique-company total.

Quarterly share of the United States coverage

Mentions per 10,000 articles · zero baseline

012332024Q3: 12024Q32024Q4: 12024Q42025Q1: 12025Q12025Q2: 12025Q22025Q3: 12025Q32025Q4: 22025Q42026Q1: 22026Q12026Q2: 22026Q2
View quarterly signal counts
Industrial parks & warehousing in the United States coverage
QuarterMentionsPer 10,000 articles
2024Q32911.71
2024Q42911.64
2025Q14301.72
2025Q22781.74
2025Q34571.68
2025Q42942.44
2026Q14242.94
2026Q21662.16

Where this signal concentrates in the comparison geography

Arizona5.2 / 10,000
Indiana4.5 / 10,000
South Carolina3.8 / 10,000
TRUST FRICTIONConsumer grievances & trust-25.0percentile-point gap
THE OPERATING HYPOTHESIS

Trust friction can reward whoever fixes service, complaints and fraud handling.

6.39mentions per 10,000 articles+92.6%share change vs prior year

Mapped e-commerce software categories

  • Commerce Enablers1,618
  • Retail Saas861
  • Consumer Digital95
  • Retail Returns Management69

Companies can appear in multiple categories; these counts are not a unique-company total.

Quarterly share of the United States coverage

Mentions per 10,000 articles · zero baseline

03710142024Q3: 42024Q32024Q4: 32024Q42025Q1: 22025Q12025Q2: 32025Q22025Q3: 32025Q32025Q4: 52025Q42026Q1: 122026Q12026Q2: 62026Q2
View quarterly signal counts
Consumer grievances & trust in the United States coverage
QuarterMentionsPer 10,000 articles
2024Q37004.11
2024Q45753.24
2025Q16742.69
2025Q25663.55
2025Q310583.88
2025Q46365.27
2026Q1174012.05
2026Q24966.44

Where this signal concentrates in the comparison geography

Connecticut15.8 / 10,000
Maryland12.9 / 10,000
Iowa10.8 / 10,000
DEMAND DRIVERHousing & urban expansion—supply not mapped
THE OPERATING HYPOTHESIS

New residential catchments can pull everyday demand with them.

5.09mentions per 10,000 articles+49.2%share change vs prior year

Mapped e-commerce software categories

This signal has no matching category in the page’s e-commerce software market map, so no supply percentile or gap is assigned.

Quarterly share of the United States coverage

Mentions per 10,000 articles · zero baseline

023562024Q3: 32024Q32024Q4: 32024Q42025Q1: 32025Q12025Q2: 42025Q22025Q3: 42025Q32025Q4: 52025Q42026Q1: 52026Q12026Q2: 42026Q2
View quarterly signal counts
Housing & urban expansion in the United States coverage
QuarterMentionsPer 10,000 articles
2024Q35133.01
2024Q45573.14
2025Q17523.01
2025Q27594.76
2025Q313454.94
2025Q46815.64
2026Q17455.16
2026Q23544.6

Where this signal concentrates in the comparison geography

Wisconsin13.4 / 10,000
Nevada9.2 / 10,000
South Carolina8.5 / 10,000
CONNECTIVITY BUILD-OUTRail & metro connectivity—supply not mapped
THE OPERATING HYPOTHESIS

Where rail and metro build out, station-area demand can follow the footfall.

1.63mentions per 10,000 articles+36.8%share change vs prior year

Mapped e-commerce software categories

This signal has no matching category in the page’s e-commerce software market map, so no supply percentile or gap is assigned.

Quarterly share of the United States coverage

Mentions per 10,000 articles · zero baseline

011222024Q3: 12024Q32024Q4: 12024Q42025Q1: 12025Q12025Q2: 12025Q22025Q3: 12025Q32025Q4: 12025Q42026Q1: 12026Q12026Q2: 12026Q2
View quarterly signal counts
Rail & metro connectivity in the United States coverage
QuarterMentionsPer 10,000 articles
2024Q32211.3
2024Q41851.04
2025Q12791.11
2025Q22181.37
2025Q34911.8
2025Q41831.52
2026Q12021.4
2026Q21261.64

Where this signal concentrates in the comparison geography

Arizona3.6 / 10,000
CONNECTIVITY BUILD-OUTAirports & air links—supply not mapped
THE OPERATING HYPOTHESIS

If new terminals and routes pull business and tourist inflow, demand tends to follow the passenger.

0.86mentions per 10,000 articles+23.9%share change vs prior year

Mapped e-commerce software categories

This signal has no matching category in the page’s e-commerce software market map, so no supply percentile or gap is assigned.

Quarterly share of the United States coverage

Mentions per 10,000 articles · zero baseline

001112024Q3: 02024Q32024Q4: 02024Q42025Q1: 02025Q12025Q2: 12025Q22025Q3: 02025Q32025Q4: 12025Q42026Q1: 02026Q12026Q2: 02026Q2
View quarterly signal counts
Airports & air links in the United States coverage
QuarterMentionsPer 10,000 articles
2024Q31060.62
2024Q41090.61
2025Q11500.6
2025Q21621.02
2025Q32020.74
2025Q41321.09
2026Q11220.85
2026Q2740.96

Where this signal concentrates in the comparison geography

North Carolina1.5 / 10,000
ACCESS FRICTIONCongestion & traffic friction—supply not mapped
THE OPERATING HYPOTHESIS

Congestion friction can push footfall toward nearby formats and toward delivery.

17.49mentions per 10,000 articles+2.5%share change vs prior year

Mapped e-commerce software categories

This signal has no matching category in the page’s e-commerce software market map, so no supply percentile or gap is assigned.

Quarterly share of the United States coverage

Mentions per 10,000 articles · zero baseline

071320262024Q3: 162024Q32024Q4: 202024Q42025Q1: 142025Q12025Q2: 182025Q22025Q3: 172025Q32025Q4: 202025Q42026Q1: 122026Q12026Q2: 222026Q2
View quarterly signal counts
Congestion & traffic friction in the United States coverage
QuarterMentionsPer 10,000 articles
2024Q3279016.37
2024Q4369720.85
2025Q1356214.23
2025Q2288118.08
2025Q3470517.27
2025Q4243320.16
2026Q1186012.88
2026Q2175122.75

Where this signal concentrates in the comparison geography

Maryland117.7 / 10,000
Connecticut59.8 / 10,000
Colorado53.2 / 10,000
SPENDING PRESSUREInflation & spending pressure—supply not mapped
THE OPERATING HYPOTHESIS

Sustained price pressure can shift spending toward value formats.

34.66mentions per 10,000 articles+18.9%share change vs prior year

Mapped e-commerce software categories

This signal has no matching category in the page’s e-commerce software market map, so no supply percentile or gap is assigned.

Quarterly share of the United States coverage

Mentions per 10,000 articles · zero baseline

0142943572024Q3: 272024Q32024Q4: 242024Q42025Q1: 212025Q12025Q2: 482025Q22025Q3: 292025Q32025Q4: 492025Q42026Q1: 302026Q12026Q2: 362026Q2
View quarterly signal counts
Inflation & spending pressure in the United States coverage
QuarterMentionsPer 10,000 articles
2024Q3466827.39
2024Q4428324.15
2025Q1536921.46
2025Q2775748.67
2025Q3807429.63
2025Q4601249.81
2026Q1442130.63
2026Q2279136.26

Where this signal concentrates in the comparison geography

Tennessee62.2 / 10,000
Arizona29.2 / 10,000
Utah24.6 / 10,000
DEMAND DRIVERTourism footfall—supply not mapped
THE OPERATING HYPOTHESIS

Visitor flows can convert into discretionary spend where they land.

6.68mentions per 10,000 articles+35.3%share change vs prior year

Mapped e-commerce software categories

This signal has no matching category in the page’s e-commerce software market map, so no supply percentile or gap is assigned.

Quarterly share of the United States coverage

Mentions per 10,000 articles · zero baseline

0257102024Q3: 52024Q32024Q4: 42024Q42025Q1: 32025Q12025Q2: 62025Q22025Q3: 62025Q32025Q4: 72025Q42026Q1: 52026Q12026Q2: 82026Q2
View quarterly signal counts
Tourism footfall in the United States coverage
QuarterMentionsPer 10,000 articles
2024Q38895.22
2024Q48844.98
2025Q19303.72
2025Q210396.52
2025Q318016.61
2025Q49347.74
2026Q17225.0
2026Q26508.44

Where this signal concentrates in the comparison geography

Oregon18.0 / 10,000
Delaware14.1 / 10,000
Kentucky14.0 / 10,000
SPENDING PRESSURELayoffs & income shocks—supply not mapped
THE OPERATING HYPOTHESIS

Layoff cycles can pull discretionary spend back toward value offerings.

24.69mentions per 10,000 articles+57.7%share change vs prior year

Mapped e-commerce software categories

This signal has no matching category in the page’s e-commerce software market map, so no supply percentile or gap is assigned.

Quarterly share of the United States coverage

Mentions per 10,000 articles · zero baseline

091827362024Q3: 152024Q32024Q4: 142024Q42025Q1: 132025Q12025Q2: 192025Q22025Q3: 242025Q32025Q4: 312025Q42026Q1: 192026Q12026Q2: 242026Q2
View quarterly signal counts
Layoffs & income shocks in the United States coverage
QuarterMentionsPer 10,000 articles
2024Q3269215.79
2024Q4265714.98
2025Q1345713.81
2025Q2305519.17
2025Q3668724.54
2025Q4376131.16
2026Q1284319.69
2026Q2188524.49

Where this signal concentrates in the comparison geography

Tennessee44.9 / 10,000
Arkansas41.1 / 10,000
Iowa26.8 / 10,000
RESEARCH & CHANGING CONVERSATIONS

Related research and changing coverage

the United States e-commerce software coverage

Expand panel +
RESEARCH CONTEXT · 2019

Uniform Pricing in U.S. Retail Chains*

The Quarterly Journal of Economics

391 citations in the snapshot

RESEARCH CONTEXT · 2018

The Unequal Gains from Product Innovations: Evidence from the U.S. Retail Sector*

The Quarterly Journal of Economics

241 citations in the snapshot

RESEARCH CONTEXT · 2017

The Next-Generation U.S. Retail Electricity Market with Customers and Prosumers—A Bibliographical Survey

Energies

81 citations in the snapshot

RESEARCH CONTEXT · 2020

The Pass-Through of Minimum Wages into U.S. Retail Prices: Evidence from Supermarket Scanner Data

The Review of Economics and Statistics

71 citations in the snapshot

What is growing in this coverage

the United States coverage of this page's demand families

KeywordRecent articlesPrior articlesShare change
patent infringement394241923.3%
cyber liability254251152.2%
privacy policies20724963.0%
arbitration clause17022852.3%
ip litigation54772836.3%
antitrust investigations63587799.5%

Share changes describe coverage in the stated comparison periods, not search demand or market size.

GEOGRAPHIC FOOTPRINT

Where companies are based

Company counts, hiring and disclosed funding across the recorded hubs.

Expand panel +
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Swipe or scroll horizontally to browse.

UNDERSTAND THE LANDSCAPE

E-commerce Software in the United States: key questions

Clear definitions for making better comparisons.

What does this landscape measure?

It measures the tracked company ecosystem, recorded funding, hiring and other available evidence. It is not a market-size estimate.

Can segment counts be added together?

No. A company can belong to several segments, so segment counts and funding can overlap.

What does a missing figure mean?

A dash or unavailable panel means the current reviewed source snapshot does not support that figure.

KEEP EXPLORING

Put the United States in context

All landscapes ↗

Company ecosystem snapshot: 30 August 2026. Funding is recorded in USD; filed accounts retain their stated currency and reporting basis. Each section identifies its own coverage. The news and research behind these sections is explorable in Prism.

Canonical landscape ↗
Coming soon