eMarketer: $AMZN US ecommerce sales will grow by 15.3% this year to $367.19B after a meteoric 44.1% rise in sales during 2020. Ecommerce sales at many of Amazon’s competitors—including $WMT & $TGT —are growing faster, but Amazon’s sales are still growing faster than the overall market. Its share of US ecommerce sales will increase from 39.8% in 2020 to 40.4% in 2021, and at a gain of 0.6 percentage points, this growth will be larger than that of any other company this year. There are 2 verticals where Amazon receives the majority of US ecommerce sales: books/music/video (83.2% of all US ecommerce sales in 2021) & computer/consumer electronics (50.2%). Amazon will receive more than 45% of US ecommerce sales dollars this year in 3 additional categories: “other” (48.2%), toys/hobby (46.0%), & office equipment/supplies (45.6%). Another way of looking at it: Amazon will receive more than one-quarter of US ecommerce sales dollars for every category other than auto/parts. $EBAY $AAPL
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