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Isn’t Walmart's e-commerce revenue like 20% of Amazon’s? Are they actually cutting into Amazons lead or is the market just bigger?

• bombcar 2y ago
  Walmart's tiny for now - but their "in-store" is just massively huge. The key is they already have warehouses everywhere (the stores!) and they have a fleet of delivery people active and operating. Amazon's being attacked by Walmart on one side (same day in-store pickup and/or delivery of things you know) and Temu/Alibaba on the other. There's a reason they're sitting on AWS as a profit center.
  • paulcole 2y ago
    Isn’t Walmart's e-commerce revenue like 20% of Amazon’s? Are they actually cutting into Amazons lead or is the market just bigger?
    • bombcar 2y ago
      They're cutting in, considering Amazon was already a huge online presence when walmart had nothing. Target, Best Buy, Home Depot are also champing at the bit, each in their own way.
      • paulcole 2y ago
        Really? I looked and in 2020, Amazons lead was like $160b and in 2023 it was like $200b.