Mar 17, 2026 (Market Research Update - ABIX via COMTEX) --
New data from Roy Morgan shows that established mass retailers Bunnings, Kmart and Big W remain dominant and stable in 2025, with modest growth in shopper numbers year-on-year (2% for Bunnings, 3% for Kmart and 1% for Big W). Meanwhile, online marketplaces Temu, Shein and Amazon have registered strong shopper gains; Temu had 5 million Australian shoppers in 2025 (17% growth year-on-year), Shein had 2.9 million Australian shoppers (up 28%) and Amazon gained 500,000 shoppers (up 6%). In contrast, legacy online retailers like eBay and Kogan, as well as major department stores Myer and David Jones, are losing shoppers as they struggle to compete with value-focused retailers and online marketplaces, reflecting shifting consumer preferences toward lower prices and more convenient shopping experiences. Roy Morgan estimates that Amazon, Temu, and Shein collectively generated close to $12 billion in retail sales in 2025, reflecting an increase of over $2 billion compared to 2024..
Publication Date: 18 March 2026
ROY MORGAN LIMITED
BUNNINGS GROUP LIMITED
KMART AUSTRALIA LIMITED
BIG W DISCOUNT STORES
TEMU
SHEIN
AMAZON.COM INCORPORATED
EBAY AUSTRALIA AND NEW ZEALAND PTY LTD
KOGAN.COM LIMITED - ASX KGN
MYER HOLDINGS LIMITED - ASX MYR
DAVID JONES LIMITED
COMTEX_475446245/2229/2026-03-17T17:38:00
By Roy Morgan
Copyright 2026 Roy Morgan Research. All Rights Reserved.
