Have we reached Peak Amazon?

3 signs it’s still a rocketship. 👇

“I missed the opportunity to invest in Amazon.”

No, I really don’t think you did.

Yes, Amazon just beat Walmart for the first time in 2025.

Yes, Amazon has “saturation adoption”.

But there’s a World of retail growth.

And Amazon is positioned for it.

Consider…

- U.S. retail market (2025): $5.34 trillion

- Amazon retail revenue (2025): $491 billion

- Ergo, Amazon revenue is 9.2% of total U.S. retail sales.

Will Amazon beat Walmart?

I’m not sure that’s the right question.

Walmart has 10% of the US retail market.

That leaves 81% of the retail market up for grabs.

And Amazon is coming for it.

https://www.youtube.com/watch?v=I6WmCmE3fwE

Here are 3 reasons Amazon is still a rocketship:

𝟭) 𝗔𝗺𝗮𝘇𝗼𝗻 𝗶𝘀 𝗮 𝗹𝗲𝗮𝗱𝗲𝗿 𝗶𝗻 𝗔𝗜, 𝗱𝘂𝗿𝗶𝗻𝗴 𝘁𝗵𝗲 𝗔𝗜 𝗯𝗼𝗼𝗺.

Able to build, train, deploy, and monetize AI at global scale.

𝟮) 𝗔𝗺𝗮𝘇𝗼𝗻’𝘀 𝗰𝗮𝘀𝗵 𝗰𝗼𝘄 (𝗔𝗪𝗦) 𝘄𝗶𝗹𝗹 𝗯𝗲𝗻𝗲𝗳𝗶𝘁 𝗳𝗿𝗼𝗺 𝘁𝗵𝗲 𝗔𝗜 𝗯𝗼𝗼𝗺.

- AI needs massive computing power, and AWS is ready.

𝟯) 𝗔𝗺𝗮𝘇𝗼𝗻’𝘀 𝘀𝗰𝗮𝗹𝗲 𝘄𝗶𝗹𝗹 “𝗼𝘂𝘁-𝗲𝗳𝗳𝗶𝗰𝗶𝗲𝗻𝗰𝘆” 𝗰𝗼𝗺𝗽𝗲𝘁𝗶𝘁𝗼𝗿𝘀.

- Amazon is in margin improvement mode, while others are still unprofitable.

The bottom line?

It’s not Walmart that stands to lose to Amazon.

It’s everyone else. All 81% of them.

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We drive velocity in Sprouts, Whole Foods, Walmart, Target, Walgreens, CVS, Kroger, Sam's, COSTCO, and lots of other retailers.

We grow brands on Amazon.