May 262026
E-Commerce
TikTok Shop will outsell Target this year. Ninety-nine percent of sellers won't feel it.
US TikTok Shop is forecast at $23.4 billion in 2026, bigger than Target's or Costco's e-commerce. But the top 1% of sellers drive about 60% of that, and half the headline stats are forecasts and second-hand claims. Read it with both eyes open.
