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Amazon and Shopify Are Now Half of U.S. E-Commerce

Amazon generated roughly $440 billion in U.S. sales in 2025, capturing a 35.7% share of the $1.2 trillion market, while Shopify reported a 14% U.S. share, up from 12% a year earlier. Together they account for 49.7% of U.S. e‑commerce, up from 43% in 2021. The combined dominance reflects rapid growth for both platforms as the market matures, positioning them as the primary infrastructure layers for online commerce.