[dmoy]

I think amazon may have higher total sales on its platform, but like 60% of their sales are actually sold by other marketplace sellers, not Amazon.

Walmart meanwhile does also have a marketplace, but I think still sells the overwhelming majority of their stuff direct in their physical stores.

Remember Walmart has revenue of like 600 billion a year or something crazy.

[adrr]

Shopify for comparison is almost half the size of Amazon Marketplace but on trajectory to match it in the next two years.

[jjeaff]

But that 15% that amazon takes (not counting the extra cut they take for Fulfilled by Amazon items) is larger than Walmart's average markup. So that isn't really an argument against their size.