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.
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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.
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 | |||
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