Region Deep-Dive

l-Ewropa

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Pjattaformi relatati huma elenkati taħt Intelliġenza tal-pjattaformi. Kull figura hawn taħt tista’ tiġi kkontrollata fit-test tas-sors estiż. Intelliġenza tal-pjattaformi.

QKemm hu kbir is-suq tal-kummerċ elettroniku ta’ l-Ewropa, u kif qed jikber?

€819B (2024); 2025 mistenni +7% (~€875B); is-swieq jammontaw għal ~61% tal-kummerċ elettroniku Ewropew

Mid-figuri singolu (2025E + 7%); L-Ewropa tal-Lvant/Xlokk ewlieni (it-Turkija, il-Bulgarija)

Espandi: taqsima oriġinali tar-rapport globali (dettalji ta’ pajjiż/sotto-suq u sorsi)

4. Europe

4.1 Regional Overview

4.2 Top Markets (2024–2025)

Country Market size Growth Key facts Source
UK £286B (2025, broad definition including services; second-hand restatement) Amazon UK +12.7% Europe’s largest ecommerce market; Temu/Shein growing fast via apps; ecommerce ~27% of retail https://www.globenewswire.com/de/news-release/2026/02/03/3230811/28124/en/United-Kingdom-B2C-Ecommerce-Business-Report-2025-2029-Amazon-Leads-General-Merchandise-Tesco-Sainsbury-s-Ocado-Retail-and-Asda-Scale-Fulfilment-Temu-and-Shein-Accelerate-App-Led-G.html ; https://www.ikj168.com/34017.html
Germany €83.1B (2025, physical goods) 2024 was the first growth year since 2021 Ecommerce 13.4% of retail (2026); Asian platforms about 5% of the German market (a record); Temu entered Germany’s GMV top five for the first time in 2025 https://www.amz123.com/t/WszQDhmN ; https://eightx.co/blog/germany-online-retail-share ; https://dny1.com/Main/ArticleDetails?id=896777923246166016
France Approaching €200B (2025) Per-capita annual online spend >€4,000 Entering a mature "high-frequency, small-basket" stage https://www.cep-research.com/2026/02/24/french-e-commerce-nears-e200bn-milestone/
Spain 2025 Q1 €25.75B Q1 2025 +18.2%; full-year 2025 +22.6% (largest increase since 2022) Tourism is a significant driver https://cloudnews.tech/ecommerce-in-spain-accelerates-by-18-2-in-q1-2025-e25-752-billion-e474-million-in-purchases-and-tourism-drives-growth-again/ ; https://www.publinetservicios.com/news/e-commerce-in-spain-registers-its-biggest-growth-since-2022-22-6
Italy €90.6B (2025) +6.1% https://worldef.com/2026/05/05/italian-ecommerce-growth-2025-90-blln-euros/
Netherlands €35.7B (2025 online spend) Cross-border orders +9% Domestic merchants still dominate https://ecommercenews.eu/ecommerce-in-the-netherlands-shrinks-1/
Poland Allegro GMV approaching PLN 70 billion (2025) Cross-border ecommerce about 19% of Polish ecommerce Central Europe is a new focus of European ecommerce growth; Allegro is Europe’s third-largest marketplace (after Amazon and eBay) https://en.media.allegro.pl/449995-allegros-gmv-nears-70-bln-pln-in-2025-as-it-enters-new-market-segments ; https://www.htqfw.com/article/124076

Definition note: Germany 2025 €83.1B (physical goods only) coexists with about €110B (including services); Italy €90.6B (2025, total definition) coexists with an earlier €62B (2023/24). State the definition when using these figures.

4.3 Cross-border & Platforms

4.4 Consumers & Regulation

Consumers: - 78% of EU internet users shopped online in 2025; mobile payments account for 59% of EU ecommerce transactions. - Source: https://ecommercenews.eu/78-of-european-internet-users-bought-online-in-2025/ ; https://cross-border-magazine.com/mobile-payments-in-the-eu-for-ecommerce/ - 40% of European consumers want flexible payment options (BNPL-style). - Source: https://ibsintelligence.com/ibsi-news/want-brand-loyalty-40-of-europeans-wont-settle-for-less-than-flexible-payments/

Regulation — far-reaching impact on Temu/Shein: - EU cheap ecommerce parcel imports +26% in 2025 (driven mainly by Temu/Shein) — Reuters. - Source: https://www.reuters.com/world/china/european-union-imports-cheap-ecommerce-parcels-jump-26-2025-2026-01-26/ - In November 2025 EU member states agreed to end the €150 de minimis exemption; from July 2026 a €3 customs charge applies to every small parcel. - Source: https://www.politico.eu/article/eu-countries-agree-tax-cheap-packages-from-july/ ; https://www.theguardian.com/world/2026/jun/29/eu-introduces-customs-charge-on-small-parcels-to-curb-cheap-chinese-imports

What to watch: - European retail-media spend €13.7B, +21.1% (IAB Europe). - Source: https://ppc.land/european-retail-media-spending-reaches-eu13-7-billion-with-21-1-growth/ - Temu/Shein growth in Europe is slowing but the base is already large; new EU rules will change their "ultra-low-price + direct-mail" model.


QLiema huma l-aqwa 5 pjattaformi tal-kummerċ elettroniku f’l-Ewropa, u kif huma kklassifikati?

Amazon Europe GMV ≈ is-somma tal-gradi 2–10; Temu hija transkonfinali #2; mexxejja lokali Zalando (moda), Allegro (Polonja), u Vinted (secondhand) jagħmlu l-aqwa 5; AliExpress huwa qrib il-lista.

Sehem żvelat/stmat (0 / 6 pjattaformi)It-tul tal-bar juri biss l-ordni tal-klassifika — m’hemmx figuri ta’ sehem komparabbli
Espandi: taqsima oriġinali tar-rapport Top-5 (tabelli GMV / dħul / utenti / pożizzjonament)

3. Europe

Ranking basis: by ECDB 2025 Europe GMV ranking (Amazon ~$232B #1, ≈ the sum of #2–10 at $244B), excluding Russia-local platforms Ozon/Wildberries (essentially unreachable for global merchants); #5 decided by company-disclosed GMV. AliExpress (ECDB #4), Shein (#7), and eBay (CBCommerce #3) are near-list platforms.

Rank Platform Company Key data Positioning & strengths
1 Amazon Amazon.com Europe GMV 2025 about $232B (ECDB, ≈ sum of #2–10); #1 in UK, Germany, France, Spain, and Italy; EU investment €38B (2024) / €55B (2025 plan) Pan-European marketplace+Prime+FBA; Europe cross-border share over 50%
2 Temu PDD Holdings EU 2024 revenue about $1.7B (+124%; profit +171%); EU monthly active users 115.7 million+ (DSA data); UK revenue $63.3M (+97%) Ultra-low-price cross-border; ECDB Europe #6, CBCommerce cross-border #2; EU regulation tightening from 2025 (DSA investigation, €3/parcel tax from July 2026)
3 Zalando Zalando SE Group GMV 2025 €17.6B (+14.7%); revenue €12.3B (+16.8%); 62 million active customers Europe’s #1 fashion-lifestyle platform (29 countries, 7,000+ brands); acquired ABOUT YOU; 90% of product content AI-generated
4 Allegro Allegro.eu Group GMV FY2025 PLN 69.2B (about €16B, +9.1%); revenue PLN 11.7B; 20.4 million active buyers Europe’s largest locally founded marketplace; #1 in Poland (about 1% of Poland’s GDP); Allegro Smart! membership+Allegro Pay+own parcel lockers
5 Vinted Vinted Group Platform GMV 2025 €10.8B (+47%); revenue €1.1B (+38%); net profit €62M Europe’s #1 C2C second-hand fashion; 500,000+ pickup points; 2025 secondary-market valuation €8B
Near-list AliExpress Alibaba ECDB Europe #4; CBCommerce cross-border #4 Alibaba’s cross-border flagship; 2025 launched "Local+" local fulfillment

⚠️ Definition note: Amazon Europe GMV (ECDB, including 3P) is not directly comparable with Amazon International segment net sales ($142.9B/2024); Allegro PLN 69.2B is a group definition (Poland local PLN 66.4B); Shein "US+EU >$40B" (Modaes) uses a different definition from its US GMV ~$6B and global revenue $41.8B — do not mix.

2025 developments: the EU opened a DSA investigation into Temu (maximum fine 6% of global turnover); from July 2026 a €3/parcel small-package customs charge hits the direct-mail model; Zalando completed the ABOUT YOU acquisition; Vinted Germany turned to profit; AliExpress shifted toward local fulfillment.

Sources (selected): ECDB Europe Top 10 — https://ecommercenews.eu/us-china-and-russia-dominate-europes-ecommerce-top-10/ ; Zalando FY25 — https://corporate.zalando.com/en/investor-relations/zalando-full-year-2025-results ; Allegro FY25 — https://www.chwang.com/news/203238909244 ; Vinted FY25 — https://company.vinted.com/newsroom/financial-results-2025 ; CBCommerce cross-border — https://www.cbcommerce.eu/blog/2025/10/16/sixth-edition-of-the-top-100-cross-border-marketplaces-europe-report-european-cross-border-e-commerce-reaches-new-heights/

QX’jiswa li wieħed josserva?

  • L-UE nediet investigazzjoni DSA dwar Temu (multi sa 6% tal-fatturat globali); Dazju ta' €3/pakkett f'pakkett żgħir minn Lulju 2026 jolqot il-mudell tal-posta diretta
  • Zalando temm l-akkwist ABOUT YOU; Is-suq tal-bejgħ mill-ġdid online secondhand tal-Ewropa €21.6B (2025), mistenni li jżid €2B oħra
  • TikTok Shop tnieda f'6 pajjiżi Ewropej minn April 2025, immirat għal 200 miljun utent tal-UE sal-2026
  • Il-midja bl-imnut fl-Ewropa tonfoq €13.7B (+21.1%); It-tkabbir Temu / Shein qed jonqos iżda l-bażi hija diġà kbira

QX’inhuma l-għarfien ewlenin?

  • Amazon Europe GMV ( ECDB , inkluż 3P) mhix komparabbli direttament mal-bejgħ nett tas-segment Internazzjonali ($142.9B/2024)
  • Temu issa jaqbel ma' Amazon f'bejgħ transkonfinali (~24% sehem transkonfinali kull wieħed)
  • It-taxxa tal-UE ta' €3/pakkett tal-2026 se tbiddel il-mudell ta' 'prezz ultra baxx + posta diretta'

QMinn fejn ġejja din l-evidenza?