📉 Walmart’s eCommerce Gap
Walmart is growing online, but Amazon is far ahead. In Q3 2024, Amazon’s eCommerce sales hit $152.3B, while Walmart managed $22.5B. Since Q1 2019, Walmart’s share rose from 4.9% to 7.8%, but it’s still far behind. Walmart+ aims to bridge the gap with free grocery delivery.
📢 Amazon’s New Search Feature
Amazon is testing linking brand sites in search results. This allows customers to buy directly from brands, expanding Amazon’s search capabilities. The beta feature mimics Google’s shopping model and could change how brands sell on Amazon’s platform.
🏈 Amazon’s Sports Ad Play
Amazon is boosting ad revenue through live sports. With NBA, NASCAR, and “Thursday Night Football” rights, Amazon could add $750M in ad sales. Prime Video’s NFL games saw viewership rise, proving sports is a strong revenue driver.
🍎 Walmart Fights Food Waste
Walmart is working with GreenPod Labs to extend produce freshness. The India-made sachets slow spoilage for mangoes shipped from Peru to the U.S. This aligns with Walmart’s push to reduce food waste through better tech and partnerships.
Can Walmart close the eCommerce gap with Amazon?
