By now, you should be aware that e-commerce sales were accelerated due to the pandemic.

We have reached sales levels that were not expected for another 2 yrs!

This will continue now that consumers who might have been reluctant to online shop have experienced the convenience.
Keep in mind that the data above is strictly for U.S. e-commerce sales.

This is a global trend - most regions have even less market penetration!

You can never go wrong with an ETF to cover this sub-sector, but scanning them for individual stock ideas is an ever better strategy:
$IBUY - Amplify Online Retail ETF
Expense Ratio: 0.65%

Top 10 Holdings / Weighted (%):

1 $SFIX 3.88%
2 $GRPN 3.59%
3 $QRTEA 3.50%
4 $LYFT 3.31%
5 $RVLV 3.19%
6 $CHWY 2.92%
7 $ETSY 2.69%
8 $REAL 2.69%
9 $TRIP 2.65%
10 $CVNA 2.64%

Top 10 Total Weighting = 31.05%
$EBIZ - Global X E-Commerce ETF
Expense Ratio: 0.50%

Top 10 Holdings / Weighted (%):

1 $ETSY 6.25%
2 $MELI 5.90%
3 $PDD 5.85%
4 $EXPE 4.65%
5 $CSGP 4.35%
6 $JD 4.33%
7 $WSM 4.29%
8 $W 4.22%
9 $TCOM 4.10%
10 $SHOP 4.08%

Top 10 Total Weighting = 48.02%
$ONLN - ProShares Online Retail
Expense Ratio: 0.58%

1 $AMZN 22.29%
2 $BABA 9.61%
3 $CHWY 6.06%
4 $ETSY 5.64%
5 $SFIX 5.35%
6 $STMP 4.79%
7 $W 4.66%
8 $EBAY 4.27%
9 $GRUB 4.23%
10 $QRTEA 3.77%

Top 10 Total Weighting = 70.68%
$XBUY - Amplify International Online Retail ETF
Expense Ratio: 0.69%

Top 10 Holdings / Weighted (%):

1 $JMIA 8.30%
2 $FTCH 3.84%
3 $PDD 3.31%
4 $MMYT 2.77%
5 $VIPS 2.76%
6 $MELI 2.56%
7 $HLFFF 2.31%
8 $BHG 2.29%
9 $FVRR 2.29%
10 $WEBJF 2.12%

Top 10 Total Weighting = 32.56%
$EWEB - Global X Emerging Markets Internet & E-Comm ETF
Expense Ratio: 0.65%

Top 10 Holdings/Weighted (%):

1 $PDD 11.02%
2 $TCEHY 7.21%
3 $MPNGF 7.14%
4 $JD 6.81%
5 $BABA 5.96%
6 USD 5.61%
7 $BIDU 5.07%
8 $MELI 4.83%
9 $NPSNY 3.71%
10 $TME 3.31%

Top 10 Total Weighting = 60.66%
The “online retail” or e-commerce space is huge and provides a ton of opportunities.

Look at international regions as well. The runway for growth is massive!

Disclaimer: I have positions in

$ETSY 🇺🇸
$VRM 🇺🇸
$JD 🇨🇳
$SE 🇸🇬
$MELI 🇦🇷
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