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  • Article
     | 
    FEB 23, 2022

    Amazon, Walmart, and eBay again topped the list. According to Comscore, Amazon once again dominated online traffic rankings, with 223.5 million average monthly visitors for November and December, up 3% versus 2020 and 5% versus 2019. Walmart (139.5 million) and eBay (100.4 million) were the other two to top the 100 million mark. Ticketmaster and Macy’s were among the pandemic rebound stories.

  • Report
     | 
    MAR 24, 2022

    Amazon is more than five times larger than Walmart, its closest competitor, in terms of US ecommerce sales. Amazon’s hold on the market is sustained by its annual double-digit sales growth. Its US ecommerce sales will increase by 14.6% this year, leading the company to surpass $400 billion for the first time.

  • Article
     | 
    MAY 10, 2021

    Walmart is acquiring telehealth firm MeMD, giving it an opportunity to grow its healthcare business without expanding its clinics—retail giants offering in-person/virtual care could spell trouble for telehealth vendors like Teladoc.

  • Article
     | 
    MAY 11, 2021
  • Article
     | 
    JAN 27, 2020

    Consumer adoption of online grocery—led primarily by Amazon and Walmart—saw hockey-stick growth last year. As these two Goliaths vie for market control, conflicting reports have made it difficult to determine who has the momentum, and where consumers prefer to shop.

  • Article
     | 
    MAY 25, 2020
  • Article
     | 
    NOV 11, 2020

    Walmart has reported a significant uptick in digital sales over the past six months, and it has likely won business from Amazon as the pandemic affected logistics.

  • Article
     | 
    MAR 22, 2021
  • Audio
     | 
    FEB 9, 2021

    eMarketer forecasting analyst Eric Haggstrom and principal analyst at Insider Intelligence Andrew Lipsman discuss Amazon's retail and ad businesses as well as Jeff Bezos stepping down as CEO. They then talk about Walmart's new partnership with The Trade Desk, whether vaccinated shoppers will want to return to stores, and what click and collect's future looks like.

  • Audio
     | 
    JUL 9, 2021

    On today's episode, we discuss what the most interesting areas of Amazon's business are, what longer videos mean for TikTok, why marketers should focus on Clubhouse and/or podcasts, why one company is bringing TV ads to console games, where Walmart beats Amazon, when we can expect to enjoy space tourism, and more. Tune in to the discussion with eMarketer director of forecasting Cindy Liu, forecasting analyst Peter Vahle and analyst at Insider Intelligence Blake Droesch.

  • Article
     | 
    MAR 28, 2022

    We suspect Google will turn to retail clinic partners like Walgreens and Walmart next, since these players already offer convenient virtual booking options and appointment times on their websites—and don’t currently partner with an appointment scheduler like Zocdoc.

  • Article
     | 
    JUL 8, 2021

    We recently updated our top 10 list of US retailers by ecommerce sales, but this time, we extended our ranking to the top 15. Together, these 15 companies will account for 72.3% of ecommerce sales in the US this year, up 10.5 percentage points from 2019, largely due to growth seen by Amazon and Walmart.

  • Article
     | 
    JUN 16, 2021

    Amazon’s $300 billion lead over Walmart

  • Article
     | 
    JUN 9, 2021

    Walmart is bundling low-cost prescription ordering with its Walmart+ services, going toe-to-toe with Amazon’s PillPack—here’s what it means for digital pharmacy entrants like Truepill.

  • Article
     | 
    MAY 28, 2021

    Even before the pandemic, ecommerce channel advertising was attracting a lot of attention from advertisers—especially in verticals like consumer packaged goods (CPG)—as well as retailers, which hoped to add new higher-margin revenue streams to their businesses after seeing Amazon’s success in the area. Amazon had become the No. 3 digital ad seller in the US thanks primarily to placements on its ecommerce property, and companies including Walmart, Target, and eBay had been growing similar businesses.

  • Audio
     | 
    SEP 8, 2020

    Business Insider Intelligence research analyst Daniel Keyes, eMarketer principal analyst Andrew Lipsman and senior forecasting analyst at Insider Intelligence Cindy Liu discuss how a staggered back-to-school shopping season is changing consumer spending and advertising. They then talk about why Walmart has teamed up with Microsoft to bid for TikTok, and what Walmart's membership program launch means for Amazon Prime.

  • Article
     | 
    MAR 24, 2021

    Our latest forecast shows that Amazon, Walmart, and eBay will remain the top three largest ecommerce companies in the US by total sales volume, while Best Buy and Target will usurp The Home Depot and Wayfair for the No. 5 and No. 6 spots on the 2021 list, respectively.

  • Audio
     | 
    NOV 10, 2020

    Business Insider Intelligence research analyst Daniel Keyes and eMarketer principal analyst at Insider Intelligence Andrew Lipsman discuss how Amazon tripled its revenues during an economic recession. They then talk about how Pinterest posted such strong Q3 growth, Walmart converting some stores into ecommerce labs, and Under Armour selling its smartphone app MyFitnessPal.

  • Article
     | 
    APR 19, 2021

    Amazon will outsell Walmart by $300 billion

  • Article
     | 
    MAY 12, 2020

    With much of the US still under stay-at-home orders, consumers are growing more accustomed to grocery shopping online. Brick-and-mortars, delivery startups and ecommerce retailers are adapting to the new normal, but even leaders in online grocery like Amazon and Walmart have struggled to keep up with demand.

  • Audio
     | 
    APR 15, 2021

    On today's episode, we discuss Amazon's current size, how much more of the market it might swallow, and whether others could ever compete. We then talk about Best Buy's new membership program, Instacart, DoorDash, and Walmart getting into financial services, and how much in-store foot traffic has recovered in 2021. Tune in to the discussion with eMarketer analysts at Insider Intelligence Daniel Keyes and Blake Droesch.

  • Audio
     | 
    AUG 11, 2020

    eMarketer principal analysts Andrew Lipsman and Nicole Perrin and senior forecasting analyst at Insider Intelligence Cindy Liu discuss Amazon's impressive Q2. They then talk about Walmart delaying its loyalty program, closing stores on Thanksgiving, its new ad measurement tool and what to make of some corporate job cuts.

  • Audio
     | 
    MAY 26, 2020

    Insider Intelligence junior analyst Blake Droesch, research analyst Daniel Keyes and principal analyst Andrew Lipsman discuss Facebook Shops and whether businesses and customers will want to use it. They then talk about the significance of Walmart shutting down Jet.com, whether polls will work on LinkedIn and what shoppers expect to do after shelter-in-place orders end.

  • Video
     | 
    DEC 6, 2019

    eMarketer global director of public relations Douglas Clark compares our in-store sales and retail ecommerce forecasts and talks Macy’s, Walmart and The Home Depot.

  • Article
     | 
    APR 29, 2021

    Amid the carnage of bankruptcies, store closures, and massive layoffs in 2020, some retail companies actually fared very well. Adjustments to supply chains, product and service bundles, stocking and inventory, and customer service have been the keys to success for big-box retailers like Walmart, Target, and Best Buy. Others, such as Apple, lululemon athletica, Nike, and Starbucks, are focusing on innovating and modifying store experiences through digital integration, frictionless shopping, and atmospherics modified for a “new normal” of social distancing and sanitization.

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