Is ecommerce the light at the end of the tunnel?

NPD’s newly released weekly ecommerce data for the first few weeks of the holiday shows, as it has in our monthly tracking all year, a considerable divergence in trends between brick and mortar retailing and online sales. In the weekly data we saw strong results, as expected, for ecommerce during the Cyber Monday week, but in addition we saw very strong growth -stronger than in Cyber Monday week - for ecommerce during Black Friday week. Sales growth in general was much stronger online than in stores for both weeks.

So, is ecommerce the light at the end of the tunnel for consumer technology retailing or is it a freight train, ready to crush physical retailing like Wile E Coyote in the old Roadrunner cartoons? It is fascinating that in the 10 years or so since Internet retailing burst into our consciousness that we are still asking this question.

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