In this article, we will discuss the Top 10 E-Commerce Stocks with Long-Term Potential.
The e-commerce sector is facing its biggest test in more than a decade, largely due to the US trade war and its associated tariff policy. A new study by Alix Partners indicates that online purchases for home delivery are experiencing a double-digit decline, marking the first widespread pullback in online category growth in over a decade,
“Tariffs are materially influencing consumer behavior, leading to both timing shifts and a potential reshoring of demand. Retailers may need to reassess sourcing and pricing strategies to remain competitive,” said Chris Considine, partner at Alix Partner.
Retailers are facing challenges with the costs of returns and shipping, as well as tariffs that impact sales. According to the poll, the percentage of orders being returned has increased, despite nearly three-quarters of executives stating that the cost of shipping per box has risen.
Amid the short-term headwinds, Bloomberg Intelligence E-commerce & Retail Analyst Poonam Goyal expects revenue in the segment to grow to $2.9 trillion by 2030 from $1.65 trillion in 2024 affirming underlying growth.
The growth will be driven by the convenience of being able to access an array of products in seconds. The growth will also be driven by brick-and-mortar stores expanding their reach through digital channels.
Companies’ adoption of new technologies, such as generative AI, is also reducing costs and improving the efficiency of buying according to the Bloomberg analyst. The percentage of people who switch from shopping to online buying is in the low to mid-single digits expected to increase with heightened AI integration in e-commerce platforms.
With that in mind, let’s look at the Top 10 E-Commerce Stocks with Long-Term Potential.
A close-up of a customer using the company’s e-commerce platform whilst shopping online.
Our Methodology
To compile the list of Top 10 E-Commerce Stocks with Long-Term Potential we scanned the US equity markets and ETFs. We settled on companies with significant exposure to ecommerce operations and popular among elite hedge funds. Finally, we ranked these stocks in ascending order based on their long term potential according to analysts.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
Top E-Commerce Stocks with Long-Term Potential
10. Coupang Inc. (NYSE:CPNG)
Upside Potential as of July 9: 9.20%
Number of Hedge Fund Holders: 80
Coupang Inc. (NYSE:CPNG) is one of the top e-commerce stocks with long-term potential. On June 19, Bernstein reiterated that the company is well-positioned to capitalize on the 5% growth in the Korean e-commerce market between 2025 and 2027.
Bernstein has identified Coupang as one of the clear winners, as penetration in the Korean e-commerce market is projected to increase to 46% by 2027 from 42%. The increase should be fueled by the percentage of internet users shopping online rising to 86% from 83%.
Success in free shipping policy and rapid delivery offerings are some of the factors that Bernstein expects to continue strengthening Coupang’s market share in the burgeoning segment. Additionally, cross-selling between food delivery and product commerce is expected to accelerate growth.
Coupang Inc. (NYSE:CPNG) is a technology and e-commerce company that provides retail, delivery, video streaming, and fintech services to customers. It is best known for its innovative logistics infrastructure and focus on rapid delivery through a network of fulfillment centers and last-mile delivery capabilities.
9. Maplebear Inc. (NASDAQ:CART)
Stock Long Term Potential as of July 9: 10.60%
Number of Hedge Fund Holders: 64
Maplebear Inc. (NASDAQ:CART) is one of the top e-commerce stocks with long-term potential. On June 12, Citizens JMP reiterated an ‘Outperform’ rating and a $55 price target on the stock. According to the analyst, investors are underappreciating the company’s order density as a key factor enabling positive unit economics.
According to Citizens, JMP, Instacart is sending shoppers to large-format stores approximately 14 times a day, affirming a booming business. The high frequency, combined with a 2- to 3-hour delivery window, has enabled the company to batch multiple orders together.
Consequently, Instacart has started batching priority orders to achieve greater efficiency. While Instacart stands to generate more revenues and profits from larger orders, the company’s scale provides valuable flexibility.
Maplebear Inc. (NASDAQ:CART) is a grocery delivery and pick-up service that connects customers with personal shoppers who purchase and deliver groceries and other items from local stores. Customers can order through the Instacart app or website, and shoppers will pick up the items from the selected stores and deliver them to the customer’s doorstep.
