July 19, 2026 Analyst Corner Register for Free Access Analyst Corner: Amazon Joins Walmart in the 10%-Market-Share Club, with John MercerOur main yearly outlook for the US retail market finds that, for the first time, two retail companies have each crossed the threshold of capturing more than 10% of total US retail sales. These “consolidators” are marked by scale, convenience and price competitiveness, supported by higher-margin nonretail revenues.