[Altay-]

They don't have their shit together because the stock has barely moved in a decade. If you think Wal-Mart has their shit together, you've either been living under a rock for the past 10 years or you're not very intelligent.

Here's a fun chart from Google Finance: 10-Year Wal-Mart vs Amazon stock performance:

https://www.google.com/finance?chdnp=1&chdd=1&chds=1&chdv=1&...

[bretpiatt]

Here's a chart showing WMT growing annual revenue by $400B from 1995 to 2015 (from $80B to $480B) while AMZN grew from $0 to $100B. Over the same time period WMT made $217B in net income over the 21 years while AMZN made $2.6B.

http://revenuesandprofits.com/amazon-vs-walmart-revenues-pro...

Amazon needs to grow 5x the size it is today to reach Wal-Mart scale. They can get there and they're growing more quickly which is why the market has AMZN worth $388B market cap vs. $205B for WMT.

Amazon has a long way to go, I believe they can become the first trillion dollar revenue company but it won't be without a fight from Wal-Mart, FedEx/UPS, regional groceriers, Alibaba (I expect to see them in the US market in 2017), etc.

For Amazon to reach WMT revenue, assume WMT stays flat now and AMZN continues to grow at 27% Y/Y it'd be 2022 before the pass WMT in scale. If they average half of their current growth rate over the full period to reach WMT's current scale it won't happen until 2026 -- basically another full decade.

[arcticfox]

I see going from an incredibly valuable brick-and-mortar retailer to exactly the same valuation over 5 years during the rise of mobile, streaming, Prime, etc. as quite a success relatively speaking.

They could have been better, sure, but that's hardly a disaster.

[andrepd]

You assume I'm either uninformed or dumb because I disagree with your conclusions drawn from a facking stock price. That's amazingly narrow-minded. As you can see by the other responses to your comment, there are many valid points to disagree with you. I suggest you tone it down.