This year, the big-box retailer will capture a 4.6% share of the US ecommerce market and a 0.5% share of the total retail market, behind Amazon and eBay.
A strong holiday season helped fuel ecommerce sales for Walmart. It took advantage of its expansive store footprint to drive click-and-collect purchases, with a reported 131.9 million online visitors.
“Walmart’s ecommerce business is riding a wave of momentum from its strong holiday season,” said Andrew Lipsman, principal analyst at eMarketer. “Walmart is now exhibiting a digital prowess that it just didn’t possess a couple of years ago, thanks to a redesigned website and several direct-to-consumer [D2C] retailer acquisitions. It has also invested heavily in its distribution infrastructure, which should help the company extend its market share gains.”
Meanwhile, we are lowering our outlook for Apple’s ecommerce business, following a disappointing Q4 earnings report. This year, Apple’s ecommerce sales will grow by 15.1% to reach $22.93 billion. That gives it a 3.8% share of the US ecommerce market, unchanged since 2017.