From Financial Modeling Prep: 2025-04-28 03:31:00

A recent analysis by Bernstein compares Walmart and Amazon in e-commerce, focusing on growth, profitability, and valuation. Walmart’s e-commerce is growing at over 20% annually, with a projected double-digit CAGR through FY30. Walmart’s e-commerce penetration is expected to rise from 17% to 25% by FY30, driven by its expanding third-party marketplace.

Walmart’s competitive advantage lies in its grocery leadership, accounting for 60% of e-commerce GMV. This positions Walmart uniquely compared to Amazon, whose grocery sales only make up 5% of GMV. Walmart’s focus on grocery gives it an edge as consumers increasingly prefer online grocery shopping.

Amazon remains the dominant player in U.S. e-commerce with a 41% market share in 2024. Amazon’s success is attributed to its fulfillment network and same-day delivery expansion. Amazon’s leadership in key categories like everyday essentials and health and personal care solidifies its position in the market.

Walmart’s future in e-commerce looks promising as it leverages its strengths in grocery and expands its marketplace. However, Amazon’s lead and fulfillment infrastructure pose challenges. Investors can track Walmart and Amazon’s performance using the Market Most Active API to assess their positions in the evolving e-commerce landscape.

Walmart’s aggressive growth in e-commerce, driven by its third-party marketplace and grocery segment, shows potential. Amazon remains a strong competitor with unmatched logistics and product range. Walmart’s ability to close the gap with Amazon will depend on how it capitalizes on its strengths in the evolving retail landscape.



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