E-commerce Q2 2022 Review: Slimming Down — Part 1

The e-commerce Covid hangover continues. During the second quarter, industry growth decelerated broadly. Below, a look at key themes and macro trends from Q2 2022 e-commerce results.

Medium Term Optimistic

The Covid hangover continues. E-commerce mushroomed in 2020 and 2021, as lockdowns shut stores and people sheltered at home. Today, consumers have more options for where to spend their money: online or offline, goods or services. Travel is booming (recent security lines at JFK are some of the worst I’ve…