Comparing Amazon and Etsy in E-Commerce Market
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4 days ago
0mins
Source: Yahoo Finance
- Market Share Analysis: Global e-commerce sales are projected to exceed $6.4 trillion in 2026, with Amazon capturing 40% of online shopping in the U.S., highlighting its dominance in retail, while Etsy's stock performance outpaces Amazon's, the overall market size still favors Amazon.
- Financial Performance Comparison: Amazon's online store revenue reached $64 billion in Q1 2026, while Etsy's gross merchandise sales are expected to grow in the low single digits in 2026; despite Etsy's net margin improving from 12.2% to 16.6%, it still lags behind Amazon's profitability.
- Consumer Behavior Changes: Etsy's repeat buyer count declined by 3.2% year-over-year, indicating reduced consumer willingness to purchase discretionary items in a high-inflation environment, while Amazon continues to attract a large customer base due to its low prices and fast delivery advantages.
- Investment Risk Assessment: Although Amazon's forward P/E ratio is 144% higher than Etsy's, its ability to grow steadily across various economic conditions makes it a safer investment choice, whereas Etsy needs favorable macroeconomic conditions to achieve better performance.
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Analyst Views on AMZN
Wall Street analysts forecast AMZN stock price to rise
44 Analyst Rating
41 Buy
3 Hold
0 Sell
Strong Buy
Current: 237.500
Low
175.00
Averages
280.01
High
325.00
Current: 237.500
Low
175.00
Averages
280.01
High
325.00
About AMZN
Amazon.com, Inc. provides a range of products and services to customers. The products offered through its stores include merchandise and content it has purchased for resale and products offered by third-party sellers. The Company’s segments include North America, International and Amazon Web Services (AWS). It serves consumers through its online and physical stores and focuses on selection, price, and convenience. Customers access its offerings through its websites, mobile apps, Alexa, devices, streaming, and physically visiting its stores. It also manufactures and sells electronic devices, including Kindle, Fire tablet, Fire TV, Echo, Ring, Blink, and eero, and develops and produces media content. It serves developers and enterprises of all sizes, including start-ups, government agencies, and academic institutions, through AWS, which offers a set of on-demand technology services, including compute, storage, database, analytics, and machine learning, and other services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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