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How will Amazon’s ecommerce business evolve over the next two years?
What do Amazon’s market share gains say about the competitive landscape?
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Despite already dominating the US market, Amazon’s ecommerce sales are growing faster than those of its competitors in nearly every product category. But new threats from Temu, Walmart, and other players may challenge its reign in the coming years.
Key Question: What is the two-year outlook for Amazon’s US ecommerce business?
Key Stat: Amazon will capture more than 40% of US ecommerce sales in 2024.
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Table of Contents
Executive Summary
How big will Amazon get?
Amazon’s US ecommerce business returns to form
How will Amazon’s ecommerce business evolve over the next two years?
What do Amazon’s market share gains say about the competitive landscape?
Amazon Will Continue to Grow Faster Than Most Leading Retailers, Aside From Walmart (billions in US ecommerce sales and % change, by company, 2024-2025)
Health, Personal Care, and Beauty and Apparel, Footwear, and Accessories Will Play a Larger Role in Amazon's Ecommerce Business (category % of US Amazon retail ecommerce sales, 2023-2025)
Amazon Will Continue to Grow Faster Than Most Leading Retailers, Aside From Walmart (billions in US ecommerce sales and % change, by company, 2024-2025)
Health, Personal Care, and Beauty and Apparel, Footwear, and Accessories Will Play a Larger Role in Amazon's Ecommerce Business (category % of US Amazon retail ecommerce sales, 2023-2025)
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