Amazon’s Retail Lead Goes Beyond Electronics
By PYMNTS
AI summary of the source article
According to a PYMNTS Intelligence report, Amazon has widened its retail lead over Walmart, capturing more spending in five of seven tracked categories. Amazon secured a record 9.6% of total U.S. retail spending in the second quarter, outpacing Walmart's 7.5% and widening the overall gap to 2.09 percentage points. Amazon leads in sporting goods and books, electronics, apparel, furniture, and health and personal care. Meanwhile, Walmart maintains a dominant position in food and beverages, capturing 21% of spending compared to Amazon's 3%, and retains a lead in auto parts as retail stabilizes at 31.3% of total consumer spending.
Why it matters
The data reflects a broader shift in consumer behavior toward ordering and delivery across non-grocery retail categories. This expands Amazon's reach beyond electronics and apparel into everyday categories like health and personal care.
Key facts
- Amazon's share of total U.S. retail spending reached a record 9.6%, compared to Walmart's 7.5%.
- Amazon leads Walmart in five of seven retail categories, widening its overall lead to 2.09 percentage points.
- Walmart retained a substantial lead in food and beverage spending, capturing 21% versus Amazon's 3%.