E-commerce sales as a percentage of total US retail sales. A structural-trend signal, not a tactical one — useful for the multi-year online-vs-brick-and-mortar share shift rather than short-term trading. Labeled as a standard FRED series, not alternative data, to avoid overselling it.
A sustained rise in e-commerce share is a structural headwind for physical-footprint retailers and a tailwind for online-native and logistics-heavy names; the relationship plays out over years, not weeks.
| Factor family | Consumer |
| Relative weight | Supporting |
| Update cadence | Quarterly |
| Modeled lead | ~8 weeks (a modeling assumption, not a validated finding) |
| Data source | FRED |
The lead time above is a design assumption, not an out-of-sample-validated relationship for a specific security or index. This is one Consumer input among 47; it measures macro context, not a full investment thesis.
AMZN · SHOP · EBAY · WMT · TGT
Unstructured Alpha weighs E-Commerce Share of Total Retail Sales alongside 46 other macro signals to build a Confluence Score for each stock. See how this signal is currently shaping the macro backdrop for the tickers you follow.
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Scores are derived from macro signals (FRED, EIA, SEC filings, FINRA short interest)
and updated as new data arrives. This is not financial advice. Past signal accuracy
does not guarantee future results.
unstructuredalpha.com · Not financial advice