Paul Cerro's avatar
$37.7m follower assets
Amazon $AMZN losing steam
Take a look at the top 15 companies in the US and their % share of e-commerce sales. $AMZN is the obvious winner but I'll bet you'll never guess where $CVNA or even $COST rank

https://cedargrovecapital.substack.com/p/amazon-loses-steam-in-2022
Amazon loses steam in 2022
Amazon loses steam in 2022
How Amazon is slowly losing share in the e-commerce market
cedargrovecapital.substack.com
Eric Messenger's avatar
That’s a really surprising list to see considering all the e-commerce companies people rave about are missing; outside Amazon. Not an industry I know much about, just a surprising observation.
Paul Cerro's avatar
@wall_street_deebo I was surprised myself
Ben's avatar
I was surprised when I learned $HD was in the top 10 and it reinforced how their execution is superior to $LOW who didn’t make the list
Paul Cerro's avatar
@rpinvestments yea $HD quite the powerhouse tbh
Rihard Jarc's avatar
You got me there with the "losing steam" but then a 0.2% change :D
Paul Cerro's avatar
@rihardjarc growth commands the premium and the growth is slowing for retail ecommerce. Plus that's only as of June, we'll see what FY'22 is

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