[EN] The E-Commerce Reality Check: Where Growth Holds Up, Where It Breaks, and What Comes Next

After years of rapid expansion, the e-commerce market has entered a more selective phase. Growth persists, but it is uneven, category-dependent, and increasingly shaped by structural shifts rather than pure demand. This talk offers a data-driven reality check on the current state of e-commerce, with a clear lens on Europe and a deeper look at Germany as a key market.

We explore where momentum is stabilizing, which segments are regaining traction, and where growth continues to stall. By analyzing categories, markets and cross-border flows, the session highlights where value is still being created - and where it is being redistributed. Particular attention is given to shifting consumer behavior, competitive dynamics, and the growing influence of international players.

Grounded in real transaction data, this talk provides a clear picture of today’s e-commerce landscape and outlines what you need to understand to prepare for the next phase of the e-commerce market.