US Direct-to-Consumer Ecommerce Forecast 2024

Established Brands Reembrace Wholesale, While Digital Natives Struggle to Find Their Second Act​

About This Report
Established brands pivot to reembrace wholesale, while digital natives—facing rising ad costs—struggle to find their second act.

The limitations of D2C selling have been made abundantly clear. Our forecast reveals D2C sales will peak at 14.9% of total ecommerce sales in 2025—then will plateau through 2028. ​

This deck will:​

  • Position D2C sales within the broader context of ecommerce​.
  • Explore the drivers (and limitations) of D2C sales growth​.
  • Examine the role of brand-owned channels within the consumer path to purchase​.

Here’s what’s in the full report


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Blake Droesch


Suzy Davidkhanian
VP, Content
Brian Lau
Forecasting Analyst
Sarah Marzano
Principal Analyst, Retail Media
Emma Noyes
Graphic Designer, Data Visualization
Amy Rotondo
Director, US Research
Sakina Thanawala