Wal-Mart


When it comes to the e-commerce sales of U.S. retailers, Amazon Inc. dominates the list of the top 50 companies — and is followed by Apple Inc., Wal-Mart Stores Inc. and Macy’s Inc.

According to data from eMarketer for the trailing 12-month period, Amazon took the number-one spot with $94.7 billion in online sales, which represents 70 percent of the company’s total revenue. The company experienced online sales growth of 19.4 percent compared to the prior year’s period. E-commerce sales at Apple swelled a whopping 40 percent year-over-year to $16.8 billion — even as total revenue decelerated over 7 percent. For Apple, e-commerce sales represent 7.7 percent of total revenue.

Companies in the ranking include online firms, department stores, discounters, specialty apparel brands, fashion brands and accessories companies.

Wal-Mart’s online sales as a percentage of total revenue held steady at 3 percent. But online sales growth rose nearly 9 percent to $14.4 billion for the trailing 12-month period. And despite a 4.8 percent drop in total revenue, Macy’s online sales for the period gained 12.5 percent to $4.6 billion. Online sales at the department store represent 17.9 percent of total revenue.

Rendering of the all-glass expansion of Lord & Taylor in Manhasset, N.Y. The retailer is a Hudson’s Bay Co. firm.  Courtesy Rendering

When ranked by e-commerce sales growth for the period, Hudson’s Bay Co. took the number-one spot with online sales increasing 76 percent to $1.5 billion. It was followed by Ulta Beauty with growth of 56 percent to $345 million, and Michael Kors with a 55.7 percent gain to $179.1 million. Nike saw its online sales rocket 54 percent in the trailing 12 months to $2.2 billion while Ascena Retail Group rose 50 percent to $1.3 billion.

When ranked by e-commerce as a percent of revenue, non-pure play e-tailers with percentages over 20 percent include many firms that are experiencing hiccups in the current market: J. Crew at 38 percent; Urban Outfitters Inc. at 35 percent; Neiman Marcus at 30.1 percent, and Abercrombie & Fitch Co. at 25 percent. Antony Karabus, chief executive officer of HRC Advisors, attributes this to the impact of variable costs of e-commerce, which is dragging down profits by over 20 percent as well as impacting the top line.

Karabus revealed the impact of e-commerce on traditional retailers in a report in WWD, which can be read here.

What’s also notable about the list of the top 50 retailers ranked by e-commerce sales is that the total online sales of Amazon outweigh the 49 other retailers combined ($88.3 billion to Amazon’s $94.7 billion). The average e-commerce growth of all 50 companies was 16.1 percent, which mirrors overall online sales growth in 2016.

Top 50 U.S. Retailers (Ranked by Online Sales)
Company E-commerce Sales (in $US millions) E-commerce Sales Growth E-commerce % of Revenue
1. Amazon Inc. $94,665.0 19.4% 69.6%
2. Apple $16,800.0 40.0% 7.7%
3. Wal-Mart Stores Inc. $14,429.8 8.9% 3.0%
4. Macy’s Inc. $4,621.5 12.5% 17.9%
5. Costco Wholesale $4,226.6 11.4% 3.5%
6. QVC $4,047.0 5.1% 46.6%
7. Nordstrom $3,219.0 13.7% 21.8%
8. Target Corp. $3,082.1 22.9% 4.4%
9. Kohl’s Corp, $2,870.0 13.8% 15.4%
10. Gap Inc. $2,530.6 0.0% 16.3%
11. Nike $2,168.0 53.8% 6.5%
12. Sears Holdings $2,061.0 -1.8% 9.3%
13. L Brands $2,034.4 5.9% 16.2%
14. Walgreens Boots Alliance $1,952.0 8.2% 1.7%
15. HSN $1,894.3 2.7% 53.1%
16. Hudson’s Bay Co. $1,555.4 75.6% 13.9%
17 J.C. Penney & Co. $1,550.0 11.8% 12.4%
18. Neiman Marcus $1,434.1 1.3% 30.1%
19. Ascena Retail Group $1,295.2 50.2% 18.7%
20. Zulily $1,281.4 35.4% 100.0%
21. Urban Outfitters Inc. $1,238.6 11.4% 35.1%
22. Lands’ End $1,159.8 -6.3% 85.9%
23. Foot Locker $1,022.0 8.3% 13.2%
24. Dick’s Sporting Goods $942.7 25.9% 11.9%
25. J.Crew $915.4 6.2% 37.7%
26. Abercrombie & Fitch Co. $845.3 3.0% 24.8%
27. American Eagle Outfitters $804.0 21.8% 22.3%
28. Cabela’s $772.2 -6.2% 18.7%
29. VF Corp. $621.0 24.0% 5.2%
30. Under Armour $620.4 38.5% 12.9%
31. Ralph Lauren $611.1 -4.9% 8.8%
32. Blue Nile $476.7 -1.4% 100.0%
33. Lululemon Athletica $435.3 17.7% 19.3%
34. Carter’s Inc. $423.0 23.6% 13.2%
35. Express $413.4 5.3% 18.9%
36. Ann Inc. $413.4 10.9% 16.3%
37. Ulta Beauty $345.3 56.2% 7.1%
38. Dillard’s $332.9 2.5% 5.2%
39. Kate Spade & Co. $330.7 29.9% 23.9%
40. Belk $314.5 40.1% 7.6%
41. The Children’s Place $313.2 5.5% 17.8%
42. Finish Line $308.2 9.9% 16.1%
43. Chico’s FAS, Inc. $261.5 -17.6% 10.3%
44. Tiffany & Co. $252.9 -2.2% 6.3%
45. Genesco $227.0 11.2% 7.6%
46. Bon-Ton Stores $209.4 15.5% 7.7%
47. Michael Kors $179.1 55.7% 3.9%
48. Levi Strauss & Co. $179.0 17.8% 3.9%
49. Coach $178.7 -3.0% 3.9%
50. Oxford Industries $178.2 13.4% 17.5%
Source: eMarketer

 

More on Retail News from WWD:

Think Tank: Why Brick-and-Mortar Retailers Aren’t Going Away

Pitney Bowes Forms a ‘Data Practice’ in Response to Market Changes

Survey Shows Preference for Mobile Shopping, Impact of Push Notifications

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