Amerika Utara

3. Amerika Utara

3.1 Amerika Serikat

Ukuran pasar: - 2024 (final): sekitar $1,2 triliun, lebih dari dua kali lipat 2019 (Digital Commerce 360). - Sumber: https://www.digitalcommerce360.com/2025/03/03/us-ecommerce-sales-2024/ - 2025: prakiraan awal tahun DC360 $1,23T; aktual tahun penuh (setelah data Desember) menunjukkan 2025 melewati $1,5T (definisi luas, termasuk kategori yang tidak dihitung Census), dan itu adalah tahun keempat berturut-turut pertumbuhan digit tunggal. - Sumber: https://www.digitalcommerce360.com/2026/02/16/december-ecommerce-sales-total-2025/ - E-commerce sebagai pangsa ritel AS: definisi Census 17,9% pada 2024 Q4; definisi luas DC360 mencapai 25% untuk pertama kalinya pada 2025 Q4. - Sumber: https://www.pymnts.com/news/ecommerce/2025/ecommerce-grabs-17-9-percent-of-overall-retail-sales-in-2024s-fourth-quarter/ ; https://www.digitalcommerce360.com/2026/04/02/online-ecommerce-sales-q4-2025/ - Prakiraan: Forrester memperkirakan daring akan melebihi 29% ritel AS pada 2029; Amazon + Walmart akan mengambil seperempat ritel AS total pada 2029. - Sumber: https://www.retailtouchpoints.com/features/industry-insights/forrester-forecast-onlines-share-of-u-s-sales-to-top-29-by-2029

Platform: | Platform | Data kunci (2024–2025) | Sumber | |---|---|---| | Amazon | GMV melewati $800B pada 2025; sekitar 40% e-commerce AS; registrasi penjual baru 2025 mencapai terendah dekade (~165.000) | https://www.marketplacepulse.com/articles/amazon-gmv-surpassed-800-billion-in-2025 ; https://www.ecexpress.com.cn/mo/article/1306.html ; https://www.marketplacepulse.com/articles/amazon-seller-registrations-hit-decade-low-in-2025 | | Shopify | Pendapatan 2025 sekitar $11,5B (+30%); GMV Q4 2025 mempertahankan pertumbuhan +30%; bersama Amazon sekitar setengah e-commerce AS | https://www.digitalcommerce360.com/2026/02/12/shopify-revenue-b2b-sales-ai-2025/ ; https://www.marketplacepulse.com/articles/amazon-and-shopify-are-now-half-of-us-e-commerce | | Walmart | Pertumbuhan kuartalan e-commerce +21%~+28%; penjual aktif Marketplace lebih dari 200.000 | https://www.digitalcommerce360.com/2025/02/21/walmart-online-sales-q4-fy25/ ; https://cross-border-magazine.com/walmart-marketplace-growth-surges/ | | eBay | Pendapatan Q1 2026 $2.508M (+17%) | https://www.sec.gov/Archives/edgar/data/1065088/000106508826000093/ebay-20260331.htm | | Etsy | GMS platform Q3 2025 $2.432,6M; sekitar 5,4 juta penjual aktif | https://www.sec.gov/ixviewer/ix.html?doc=/Archives/edgar/data/1370637/000137063725000100/etsy-20250930.htm | | Temu / Shein | Pada Agustus 2025 sekitar 12% konsumen AS belanja mingguan di Temu/Shein (meski tarif naik) | https://www.chwang.com/news/196529428230 | | TikTok Shop | GMV AS 2025 $15,1B (+68%); sekitar 18–20% social commerce AS | https://thelowdown.momentum.asia/new-report-tiktok-shop-u-s-gmv-grew-68-to-reach-us15-1b-in-2025/ ; https://www.emarketer.com/press-releases/tiktok-shop-makes-up-nearly-20-of-social-commerce-in-2025/ |

Perilaku konsumen: - Sekitar 274–290 juta pembelanja daring AS pada 2025 (definisi Statista sekitar 288 juta; angka pernyataan ulang lain 274 juta; keduanya sekitar 80%+ populasi). - Sumber: https://soax.com/research/how-many-people-shop-online ; https://www.upcounting.com/fr-ca/blog/how-many-people-shop-online - Seluler sekitar 72% transaksi e-commerce AS (2024, definisi jumlah transaksi; pernyataan ulang blog pemasaran — utamakan angka Statista/SOXA Bagian 2.3 "seluler adalah 59% penjualan e-commerce global"); seluler menyumbang 53% penjualan daring pada musim liburan 2024 (Adobe). - Sumber: https://www.amraandelma.com/us-mobile-commerce-statistics/ ; https://blog.adobe.com/en/publish/2024/08/21/adobe-analytics-mobile-shopping-expected-drive-53-percent-online-sales-during-2024-holiday-season - BNPL: Sekitar setengah konsumen AS merencanakan memakai buy-now-pay-later pada musim liburan 2025; BNPL menyumbang sekitar $1B penjualan Cyber Monday inkremental. - Sumber: https://retailgazette.com/blog/2025/10/half-of-us-shoppers-plan-to-use-buy-now-pay-later-this-holiday-season-paypal-finds/ ; https://www.newsweek.com/buy-now-pay-later-gives-1-billion-boost-to-cyber-monday-sales-11151133

Yang perlu diawasi: - Berakhirnya de minimis: Pada Mei 2025 AS memotong tarif terendah pada paket kecil Tiongkok menjadi 30%; pada September 2025 pembebasan de minimis secara efektif berakhir, mengubah model harga dan pengiriman Temu/Shein (konsumen masih membeli, tetapi nilai pesanan rata-rata dan pemenuhan telah di-reset). - Sumber: https://www.reuters.com/world/china/us-cut-de-minimis-tariff-china-shipments-54-120-2025-05-13/ ; https://www.digitalcommerce360.com/2025/09/04/when-de-minimis-rules-ended-ecommerce-changed/ - Retail media: Lebih dari $10 miliar anggaran iklan inkremental mengalir ke retail media AS pada 2025. - Sumber: https://www.emarketer.com/content/10-billion-incremental-ad-spending-will-flow-us-retail-media-2025 - Belanja AI: Volume belanja yang didorong AI pada Black Friday 2025 melonjak sekitar 805%; chatbot AI membantu mendorong belanja daring musim liburan AS rekor (sekitar $257,8 miliar). - Sumber: https://www.moneycontrol.com/world/black-friday-s-new-influencer-ai-powered-shopping-surges-805-as-online-spend-hits-new-us-record-article-13703025.html ; https://www.forbes.com/sites/mikestunson/2026/01/07/ai-chatbots-help-drive-record-holiday-spending-data-suggests/

3.2 Kanada

• Pertumbuhan e-commerce Kanada melambat pada 2025 (sementara dunia lainnya berakselerasi).
• Sumber: https://thehub.ca/2026/05/15/canadian-e-commerce-growth-slowed-in-2025-as-the-rest-of-the-world-surged-ahead/
• Pangsa e-commerce dari ritel berbeda menurut definisi: StatCan 5,7% vs lembaga komersial sekitar 12%.
• Sumber: https://eightx.co/blog/canada-ecommerce-retail-share-2026
• Platform: Amazon memimpin; Walmart dan peritel nasional (Loblaw, Best Buy Canada, Canadian Tire) memperkuat Marketplace dan program loyalitas.
• Sumber: https://www.globenewswire.com/de/news-release/2026/01/29/3228301/28124/en/Canada-B2C-Ecommerce-Market-Report-2025-Amazon-Leads-Online-Retail-While-Walmart-and-National-Players-Loblaw-Best-Buy-Canada-and-Canadian-Tire-Strengthen-Marketplace-and-Loyalty-In.html
• Penetrasi platform Tiongkok: 60% konsumen Kanada belanja di platform e-commerce lintas batas Tiongkok (1 dari 10 mingguan) — survei Omnisend 2025.
• Sumber: https://www.omnisend.com/blog/canada-chinese-marketplaces-research/

3.3 Meksiko (pasar pertumbuhan tinggi)

• Ukuran e-commerce 2024 MX$789,7B (sekitar $38,8B), +20% (AMVO).
• Sumber: https://mexicobusiness.news/ecommerce/news/mexicos-e-commerce-market-was-worth-mx7897-billion-2024
• 2025 MX$941B, +19,2% (AMVO).
• Sumber: https://www.dny1.com/Main/ArticleDetails?id=952217255721046016
• Pertumbuhan e-commerce didorong terutama oleh seluler dan social commerce; social commerce Meksiko diharapkan sekitar $5,09B pada 2025.
• Sumber: https://mexicobusiness.news/ecommerce/news/mexico-sees-e-commerce-surge-through-mobile-and-social-sales ; https://www.yilantop.com/news/77243

2. Amerika Utara

Dasar peringkat: berdasarkan penjualan/GMV e-commerce AS (definisi Marketplace Pulse). Shopify adalah infrastruktur merchant (bukan marketplace) dan dimasukkan karena penjualan merchant-nya sekitar 14% e-commerce AS. TikTok Shop (#6, GMV AS $15,1B) dan Etsy adalah platform near-list.

⚠️ Catatan definisi: Pangsa AS Amazon berbeda antara 35,7% (definisi GMV Marketplace Pulse) dan ~40% (definisi e-commerce ritel eMarketer); GMV AS Temu adalah perkiraan pihak ketiga (PDD tidak mengungkapkan); Walmart tidak mengungkapkan GMV e-commerce AS ("~$15B" hanya marketplace 3P).

Perkembangan 2025: berakhirnya perlakuan bebas bea de minimis mereset model harga rendah Temu/Shein; Amazon Haul (toko harga rendah) dan Rufus AI diluncurkan; Shopify pertama kali melewati pendapatan $10B/GMV $300B; eBay secara strategis menyempit ke koleksi; TikTok Shop terus tumbuh melalui kontroversi kepemilikan.

Sumber (terpilih): Amazon Q4'24 resmi — https://ir.aboutamazon.com/news-release/news-release-details/2025/Amazon-com-Announces-Fourth-Quarter-Results/ ; Shopify FY25 — https://www.digitalcommerce360.com/2026/02/17/shopify-revenue-gmv-q4-2025/ ; Walmart FY25 — https://www.businesswire.com/news/home/20250219052528/en/Walmart-reports-strong-revenue-of-4.1-up-5.3-in-constant-currency-cc-with-operating-income-growing-faster-at-8.3-or-9.4-adjusted-cc ; eBay FY24 — https://www.ebayinc.com/stories/news/ebay-inc-reports-fourth-quarter-and-full-year-2024-results/ ; Temu AS (MP via AMZ123) — https://www.amz123.com/t/0sguPyAC ; TikTok Shop AS — https://thelowdown.momentum.asia/new-report-tiktok-shop-u-s-gmv-grew-68-to-reach-us15-1b-in-2025/