1/5 Thread: $AMZN vs The World
Last year, I started tracking America's top 15 brick-and-mortar retailers' sales vs $AMZN retail sales.
I just updated the chart. It's an astounding chart.
Please see below how I calculated this.
Last year, I started tracking America's top 15 brick-and-mortar retailers' sales vs $AMZN retail sales.
I just updated the chart. It's an astounding chart.
Please see below how I calculated this.
2/5 This is how incremental market share was calculated:
$AMZN conso sales-AWS Yr 1- Yr 0 divided by top 15 brick-and-mortar retailers' sales Yr1-Yr 0
The columns show $AMZN conso sales-AWS divided by top 15 brick-and-mortar retailers' sales
*AWS rev was available from 2012
$AMZN conso sales-AWS Yr 1- Yr 0 divided by top 15 brick-and-mortar retailers' sales Yr1-Yr 0
The columns show $AMZN conso sales-AWS divided by top 15 brick-and-mortar retailers' sales
*AWS rev was available from 2012
3/5 These brick-and-mortar retailers generated ~$1.2 Trillion sales in 2019. The following companies were taken for the calculation:
$HD
$LOW
$WMT
$COST
$TJX
$DG
$ROST
$DLTR
$LB
$JWN
$BBY
$KSS
$GPS
$M
$TGT
$HD
$LOW
$WMT
$COST
$TJX
$DG
$ROST
$DLTR
$LB
$JWN
$BBY
$KSS
$GPS
$M
$TGT
4/5 $AMZN retail sales was 0.7% of these top 15 retailers in 2000. 20 years later, it's almost 24%.
Its incremental market share was ~186% in 2020, the highest ever in its history.
Just look at what happened in both the recessions.
What an antifragile Darwinian beast!!!
Its incremental market share was ~186% in 2020, the highest ever in its history.
Just look at what happened in both the recessions.
What an antifragile Darwinian beast!!!
5/5
$TJX, $ROST, $LB, $JWN, $BBY, $KSS, $GPS, $M: these 8 companies generated $102.1 Bn sales in 1H'19.
In 1H'20, their sales was $59.2 Bn, a whopping 42% drop.
I knew they were suffering, but the extent is still pretty shocking.
$TJX, $ROST, $LB, $JWN, $BBY, $KSS, $GPS, $M: these 8 companies generated $102.1 Bn sales in 1H'19.
In 1H'20, their sales was $59.2 Bn, a whopping 42% drop.
I knew they were suffering, but the extent is still pretty shocking.
P.S. forgot to mention I have excluded Family Dollar sales post-merger from $DLTR sales numbers to keep apple-to-apple comparison on YoY basis
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