From Financial Modeling Prep: 2025-02-23 05:42:01

Retail brands are struggling to maintain market share without Amazon, as those embracing the platform outperform competitors. Estée Lauder finally launched on Amazon in 2024 after market share losses, while Nike’s DTC strategy led to flat U.S. market share. Brands like L’Oréal and e.l.f. Beauty working with Amazon continue to expand.

U.S. retail growth outside Amazon is weak, with brands finding it hard to outpace industry trends. Analysts say “all roads lead to Amazon”, calling it an “insurmountable lift” for most brands. MoffettNathanson maintains a “Buy” rating on Amazon with a $258 price target.

For a detailed financial analysis of retail brands, including market share trends and revenue breakdowns, check out the Full Financials API from Financial Modeling Prep.



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