Source: EMARKETER Forecast, February 2026 - February 2026
Note: excludes travel and event tickets, payments such as bill pay, taxes, or money transfers, restaurant sales, food services and drinking place sales, gambling and other vice goods sales
Additional Note: In an "EU & Mercosur Trade Deal Delay" scenario, the EU-Mercosur deal gets delayed due to reviews, leading to investment pauses, cross-border trade remaining niche, and consumers seeing mixed signals.
Methodology: Estimates are based on the analysis of data from other research firms and government agencies, historical trends, reported and estimated revenues from major online retailers, consumer online buying trends, and macro-level economic conditions.