Top 15 US Ecommerce Companies Forecast

Smaller Players Shake Up the Rankings

Report by Blake Droesch  | Mar 28, 2023
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Table of Contents
Executive Summary
Target, Carvana, and Lowe’s are moving up the ranks.
Carvana, Amazon, and Walmart will see the most growth over the next two years.
Carvana enjoys short-term sales growth but faces an uncertain future.
Chewy’s growth has slowed, but the pet category still holds promise.
Walmart, beating Amazon in grocery, will need to do more to compete in the long term.
How will the major players impact the ecommerce landscape?
Media Gallery
About This Report
Smaller retailers are gaining share and reshaping the ecommerce landscape, but will they be able compete with giants like Amazon?
Topics
Ecommerce Sales
United States
Table of Contents
Executive Summary
Target, Carvana, and Lowe’s are moving up the ranks.
Carvana, Amazon, and Walmart will see the most growth over the next two years.
Carvana enjoys short-term sales growth but faces an uncertain future.
Chewy’s growth has slowed, but the pet category still holds promise.
Walmart, beating Amazon in grocery, will need to do more to compete in the long term.
How will the major players impact the ecommerce landscape?
Media Gallery

Executive Summary

Amazon, Walmart, Apple, and eBay will remain the largest US ecommerce companies in terms of sales. But several retailers will find themselves in new positions within the top 15, including Target, The Home Depot, Costco Wholesale, Carvana, Best Buy, Lowe’s, and Wayfair.

Key Question: Which US companies will see the most ecommerce growth over the next two years?

Top 15 US Sales Ecommerce Companies, by Sales Growth, 2023-2024 (% change)
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KEY STAT: Troubled online car dealer Carvana’s sales will grow 22.7% in 2024, faster than any other top 15 retail ecommerce company in the US. But its ongoing struggles put it in a vulnerable position.

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Table of Contents

  1. Executive Summary
  2. Target, Carvana, and Lowe’s are moving up the ranks.
  3. Carvana, Amazon, and Walmart will see the most growth over the next two years.
  1. Carvana enjoys short-term sales growth but faces an uncertain future.
  2. Chewy’s growth has slowed, but the pet category still holds promise.
  3. Walmart, beating Amazon in grocery, will need to do more to compete in the long term.
  1. How will the major players impact the ecommerce landscape?
  2. Media Gallery

Charts in This Report

Top 15 US Sales Ecommerce Companies, by Sales Growth, 2023-2024 (% change)Top 15 US Sales Ecommerce Companies, by Sales, 2023-2024 (% of retail ecommerce sales)
US Carvana Ecommerce Sales, 2019-2024 (billions, % change, and % of total retail ecommerce sales)US Chewy Ecommerce Sales, 2019-2024 (billions, % change, and % of total retail ecommerce sales )
US Walmart Ecommerce Sales, 2019-2024 (billions, % change, and % of total retail ecommerce sales )

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authors

Blake Droesch

Contributors

Suzy Davidkhanian
Principal Analyst, Retail & Ecommerce
Brian Lau
Forecasting Analyst
Andrew Lipsman
Principal Analyst, Retail & Ecommerce