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Download the latest quarterly analysis of how the pandemic affected the world’s two most powerful retailers as they battled for digital and offline consumer spend and positioned themselves for the fourth quarter push.
Inside the September Tracker
- In Q2 Amazon accounted for 9 percent of consumer retail spend; Walmart took 10.2 percent. The trend line shows Amazon is closing the gap.
- Amazon’s share of three key categories – electronics, apparel and sporting goods – is on an upward trajectory while Walmart’s is falling.
- Grocery will be the battleground for 2021. Amazon’s Whole Foods revenue dropped for the quarter compared to Q1, while Walmart increased from $58 billion in Q1 to $62 billion in Q2.