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Online shopping see biggest slowdown in over decade as tariffs disrupt ecommerce

created: July 1, 2025, 4:22 p.m. | updated: July 1, 2025, 4:39 p.m.

Packages ride on a conveyor belt during Cyber Monday at an Amazon fulfillment center on December 2, 2024 in Orlando, Florida. The e-commerce sector is experiencing its most disruptive period in more than a decade as a result of President Trump's trade war and tariffs policy, according to a new survey from Alix Partners. It finds steep declines in online shopping activity, and shipping and return policies being adjusted to cut costs for companies. Online purchases for home delivery experienced double-digit percentage, year-over-year declines across major categories, including office supplies, down by 13 percentage points; sporting goods, down 12 percentage points; and cosmetics, furniture, home furnishings, and large electronics, each falling by 10 percentage points, according to AlixPartners' data. "This marks the first widespread pullback in online category growth in over a decade," said Chris Considine, partner with the consulting firm's retail practice.

2 days, 12 hours ago: Hacker News