Amazon Unseats Walmart as Top U.S. Retailer
Latest data shows that Amazon has surpassed Walmart in retail spending share, becoming the largest retailer in the U.S. Amazon holds significant advantages in categories such as electronics, clothing, and home goods, while Walmart maintains its leadership in food and beverages. This shift highlights Amazon's dominance in the non-food e-commerce market.
What are the key facts?
- 1Amazon U.S. e-commerce market share reaches 47%
- 2Amazon retail spending share at 9.3%
- 3Walmart retail spending share at 7.8%
What happened?
According to a PYMNTS Intelligence report, as of Q1 2026, Amazon holds approximately 47% of the U.S. e-commerce market, with a retail spending share increasing to 9.3%, surpassing Walmart's 7.8%. Amazon has shown strong performance in categories such as sports equipment, electronics, furniture, and clothing, while Walmart relies primarily on its grocery business to maintain its market position.
What does this mean for cross-border sellers?
Sellers should recognize that Amazon has become the preferred shopping platform for U.S. consumers, especially in non-food categories. It is recommended that sellers prioritize optimizing listing quality on Amazon and advertising, while leveraging Walmart's traffic advantage in groceries for differentiated strategies.