In this article, we look at the 10 Best E-commerce Stocks to Buy as Global Sales Hit Records.
E-commerce spending is still climbing, even as consumers have become more selective about where they open their wallets. Salesforce reported that online sales during the 2025 holiday season reached a record $1.29 trillion globally, up 7% year over year, while U.S. online sales reached $294 billion, up 4%. Adobe’s U.S. data told a similar story, with online holiday spending hitting a record $257.8 billion, up 6.8% year over year, helped by discounts, buy-now-pay-later usage, mobile shopping, and AI-assisted product discovery. The peak shopping days also remained powerful: Adobe said Cyber Monday 2025 generated a record $14.25 billion in U.S. online sales, while the full Cyber Week period reached $44.2 billion.
That backdrop keeps e-commerce stocks relevant, but the investment case is no longer just about pandemic-era digital adoption. Investors are now weighing scale, fulfillment efficiency, marketplace depth, advertising revenue, AI-driven shopping tools, and cross-border reach. In this article, we look at the best e-commerce stocks to buy as global sales hit records, using the short percentage of float as the ranking metric. A lower short float can signal relatively limited bearish positioning, which is useful in a sector where growth stories often attract sharp disagreement.
Methodology
To compile our list of the 10 best e-commerce stocks to buy as global sales hit records, we screened companies with meaningful exposure to online retail, digital marketplaces, omnichannel commerce, delivery, and e-commerce infrastructure. We then ranked the stocks in descending order of short percentage of float, using the latest available short-interest data.
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10. DoorDash, Inc. (NASDAQ:DASH)
Short Percentage of Float: 4.69
DoorDash, Inc. (NASDAQ:DASH) is one of the best e-commerce stocks to buy as global sales hit records. The company is increasingly positioning itself as a local commerce platform rather than just a restaurant delivery app. On June 4, DoorDash said DoorDash Ads was becoming a global commerce media platform, with new ad formats, offsite reach, campaign automation, and measurement tools. The company said its Spotlight homepage ad format delivers twice the click-through rate of banners, while media dollars through Symbiosys, a DoorDash company, have nearly doubled since the 2025 acquisition.
The operating data also supports the broader e-commerce story. In the first quarter of 2026, DoorDash’s total orders rose 27% year-over-year to 933 million, marketplace gross order value (GOV) increased 37% to $31.6 billion, revenue climbed 33% to $4.0 billion, and adjusted EBITDA rose 28% to $754 million. DoorDash also said its U.S. grocery and retail categories continued to post strong year-over-year marketplace GOV growth, helped by broader selection in areas such as apparel and auto parts. That expansion showed up commercially as well: on May 13, Urban Outfitters launched a nationwide DoorDash partnership, letting customers shop fashion, accessories, beauty, gifting, and lifestyle products directly through the app.
DoorDash, Inc. operates an on-demand delivery platform that connects customers with local restaurants, grocery stores, and retailers.
9. eBay Inc. (NASDAQ:EBAY)
Short Percentage of Float: 3.58
eBay Inc. (NASDAQ:EBAY) is one of the best e-commerce stocks to buy as global sales hit records. The company remains one of the world’s largest online marketplaces, but its recent moves show it is trying to make core categories more trusted, easier to shop, and more interactive. On June 8, eBay UK launched Easy and Free Returns for eligible vehicle parts and accessories, applying to eligible new purchases over £10 and allowing buyers to return items within 30 days at no additional cost. The program works alongside tools such as eBay Assured Fit and My Garage, which are designed to help shoppers buy the right parts with more confidence.
eBay has also been expanding newer commerce formats. On May 28, the company announced the 2026 Up & Running Grants program with a focus on eBay Live, committing $100,000 to help 10 U.S. sellers build live-selling businesses. The company said eBay Live supports categories including sports trading cards, collectible toys, comics, beauty, tools, watches, handbags, and jewelry. On May 29, eBay named Trosort the global winner of its 2026 Circular Fashion Fund, giving the AI-powered textile sorting company the opportunity to receive a $300,000 investment from eBay Ventures.
eBay Inc. operates a global online marketplace that connects buyers and sellers across more than 190 markets.
8. Sea Limited (NYSE:SE)
Short Percentage of Float: 3.55
Sea Limited (NYSE:SE) is one of the best e-commerce stocks to buy as global sales hit records. The Singapore-based company’s core e-commerce asset, Shopee, remains its biggest growth engine, and its latest quarterly numbers show why the stock fits this list. On May 12, Sea Limited reported that Shopee generated 4.0 billion gross orders in the first quarter of 2026, up 29.3% year-over-year, while gross merchandise value increased 30.2% to $37.3 billion. Shopee’s GAAP revenue also rose 45.1% year-over-year to $5.1 billion, including $4.5 billion of marketplace revenue.
The quality of that growth is also important for investors. Core marketplace revenue, which mainly includes transaction-based fees and advertising revenue, climbed 61.0% year-over-year to $3.8 billion. Sea said Shopee delivered record highs in GMV, gross order volume, and revenue during the quarter, while remaining on track to grow annual GMV by around 25% in 2026. The company is also embedding AI into its operations to improve user outcomes and platform efficiency, adding another layer to its long-term e-commerce story.
Sea Limited operates digital businesses including Shopee for e-commerce, Garena for online games, and Monee for digital financial services.
7. Target Corporation (NYSE:TGT)
Short Percentage of Float: 3.45
Target Corporation (NYSE:TGT) is one of the best e-commerce stocks to buy as global sales hit records. The retailer’s e-commerce story is tied to its store-based fulfillment network, which lets Target combine online ordering with same-day, next-day, pickup, and Drive Up options. On June 1, Target said it was expanding next-day delivery to more than 50 top U.S. metro areas this spring, giving 60% of the U.S. population access to next-day delivery of online orders. The company said most items eligible for shipping qualify for the service, including hundreds of thousands of products and 85% of what it sells in Target stores.
The digital momentum also showed up in Target’s latest quarterly results. On May 20, the company reported that first-quarter net sales increased 6.7% year-over-year to $25.4 billion, while comparable sales rose 5.6%. Digital comparable sales grew 8.9%, led by more than 27% growth in same-day delivery powered by Target Circle 360. Non-merchandise sales also grew nearly 25%, reflecting strength in Roundel advertising revenue, Target Circle 360 membership revenue, and the Target+ marketplace.
Target Corporation is a general merchandise retailer that sells owned and national brands through stores, online channels, and home delivery.
6. Global-e Online Ltd. (NASDAQ:GLBE)
Short Percentage of Float: 4.69
Global-e Online Ltd. (NASDAQ:GLBE) is one of the best e-commerce stocks to buy as global sales hit records. The company powers cross-border direct-to-consumer e-commerce for brands and retailers, making it a direct play on merchants selling to international shoppers. On May 26, Global-e announced a definitive agreement to acquire Passport Global Inc., a U.S.-based cross-border e-commerce logistics and solutions company. The deal is expected to deepen Global-e’s standard logistics capabilities through asset-light carrier services, direct injection, consolidated returns, customs brokerage, and domestic and last-mile delivery support.
The transaction also expands Global-e’s addressable merchant base because Passport will continue offering a non-Merchant of Record solution. Global-e agreed to pay $350 million upfront, funded roughly equally through cash and ordinary shares, with up to $75 million in additional contingent consideration tied to Passport’s 2026 financial results. Passport is expected to generate about $100 million in revenue in calendar 2026.
Global-e’s latest quarterly results support the growth case. On May 13, the company reported first-quarter GMV of $1.74 billion, up 40% year-over-year, while revenue rose 33% to $252.1 million. Adjusted EBITDA increased 59% to $50.2 million, and Global-e raised its full-year 2026 outlook across GMV, revenue, and adjusted EBITDA.
Global-e Online Ltd. enables brands and retailers to sell internationally by offering localized checkout, logistics, and cross-border e-commerce services.
5. MercadoLibre, Inc. (NASDAQ:MELI)
Short Percentage of Float: 3.23
MercadoLibre, Inc. (NASDAQ:MELI) is one of the best e-commerce stocks to buy as global sales hit records. The company remains one of the clearest ways to invest in Latin America’s digital commerce growth, and its latest expansion plan shows that it is still putting serious capital behind logistics, technology, and payments. On June 8, Mercado Libre announced that it would invest $4.6 billion in Mexico during 2026, up 35% from the prior year. The investment is focused on logistics, technology development, and financial services, and includes plans to create 8,500 new jobs, taking its Mexico workforce to more than 42,000 employees.
The Mexico push matters because MercadoLibre’s broader marketplace and payments engine continue to scale. In the first quarter of 2026, net revenue and financial income rose 49% year-over-year to $8.8 billion, the company’s fastest growth pace in almost four years. Gross merchandise volume increased 42% to $19.0 billion, total payment volume rose 50% to $87.2 billion, and the company recorded 722 million items sold. Brazil also showed the impact of logistics and free-shipping investments, with items sold up 56% year-over-year and unique buyer growth accelerating to 32%.
MercadoLibre, Inc. operates Latin America’s largest online commerce ecosystem and one of the region’s leading fintech platforms.
4. Walmart Inc. (NASDAQ:WMT)
Short Percentage of Float: 2.36
Walmart Inc. (NASDAQ:WMT) is one of the best e-commerce stocks to buy as global sales hit records. The company’s online retail story is no longer limited to U.S. pickup and delivery, as Walmart is now pushing its marketplace assortment across borders. On June 11, Walmart opened Walmart.com to customers in Mexico, giving them access to hundreds of thousands of eligible items across categories including apparel, home, electronics, and more. The company said that duties, taxes, and fees are shown at checkout and that it plans to expand international shipping to additional markets in the future.
Walmart is also leaning into faster fulfillment as a core e-commerce advantage. On May 28, the company said 30-minute-or-less delivery was available across 33 U.S. markets, covering more than 100,000 eligible items, including groceries, pharmacy products, household supplies, pet food, electronics, and prescriptions. In the first quarter of fiscal 2027, Walmart said global eCommerce grew 26%, Walmart U.S. eCommerce grew 26%, and Walmart International eCommerce grew 27%. Store-fulfilled delivery has more than doubled over the past two years, with more than 36% of those U.S. orders delivered in under three hours during the quarter.
Walmart Inc. is a tech-powered omnichannel retailer serving customers through stores, clubs, e-commerce websites, and mobile apps.
3. Shopify Inc. (NASDAQ:SHOP)
Short Percentage of Float: 1.78
Shopify Inc. (NASDAQ:SHOP) is one of the best e-commerce stocks to buy as global sales hit records. The company remains a core infrastructure provider for online merchants, and its fresher story is increasingly tied to AI-driven commerce. On June 1, Shopify said orders coming to merchant stores from AI search were up 13x year-over-year, with those orders converting 49% higher than traditional search and carrying average order values 14% higher. That matters because product discovery is shifting beyond search bars and social feeds, giving Shopify another way to help merchants reach buyers.
Shopify’s own platform positioning also reflects that shift. The company says merchants can sell online, in person, across social channels, locally, globally, and across AI, while its Agentic Storefronts let products be discovered across AI channels and allow shoppers to check out inside chat experiences. Shopify also says its App Store has more than 21,000 commerce apps, giving merchants a broad ecosystem for payments, marketing, fulfillment, analytics, and specialized commerce needs.
The investor angle received a fresher update as well. On June 2, Shopify announced a $3 billion increase to its share repurchase authorization, bringing the total authorization to $5 billion.
Shopify Inc. provides essential internet infrastructure for commerce, powering sales online, in-store, and everywhere in between.
2. Costco Wholesale Corporation (NASDAQ:COST)
Short Percentage of Float: 1.78
Costco Wholesale Corporation (NASDAQ:COST) is one of the best e-commerce stocks to buy as global sales hit records. The company is best known for its warehouse-club model, but its online and digitally enabled sales continue to grow at a faster pace than the broader business. On June 3, Costco reported net sales of $24.01 billion for the retail month of May, the four weeks ended May 31, 2026, up 14.5% from $20.97 billion a year earlier. For the first 39 weeks of the fiscal year, net sales rose 10.0% year-over-year to $221.19 billion.
The e-commerce angle showed up clearly in the same update. Costco’s total comparable sales increased 12.5% for the four-week May period and 8.3% for the first 39 weeks, while digitally enabled comparable sales rose 21.1% and 21.6%, respectively. Excluding gasoline-price and foreign-exchange impacts, digitally enabled comparable sales still grew 20.9% for the month and 21.1% for the 39-week period. Costco also has a broad international footprint, operating 931 warehouses and e-commerce sites in markets including the U.S., Canada, the U.K., Mexico, Korea, Taiwan, Japan, Australia, and China.
Costco Wholesale Corporation operates an international chain of membership warehouses that sell branded and private-label merchandise at low prices.
1. Amazon.com, Inc. (NASDAQ:AMZN)
Short Percentage of Float: 0.94
Amazon.com, Inc. (NASDAQ:AMZN) is one of the best e-commerce stocks to buy as global sales hit records. The company’s advantage in online retail has long been tied to fulfillment depth, and Amazon is now pushing more of that logistics infrastructure beyond its own marketplace. On June 10, Amazon Supply Chain Services launched a less-than-truckload freight offering for all businesses in the U.S., expanding the service beyond inbound shipments to Amazon and allowing companies to ship pallets to third-party warehouses, distribution centers, retail partners, and other destinations.
The launch matters because it turns Amazon’s scale into a service for sellers and other businesses, regardless of where they sell. Amazon said the expanded offering is powered by more than 80,000 trailers and 24,000 intermodal containers, with real-time GPS tracking, next-day live pickup for orders placed by 5 p.m., same-day pickup through its drop-trailer option, and standing daily pickups for high-volume shippers. The company said its LTL service has served tens of thousands of Amazon selling partners and vendors since 2019 and moved millions of pallets across its U.S. network last year.
Amazon.com, Inc. operates one of the world’s largest online retail marketplaces, supported by logistics, advertising, subscription, device, grocery, and cloud-computing businesses.
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