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Amazon (AMZN) Maintains Lead in US E-Commerce Retail, per JPM

By Hamna Asim | September 04, 2025, 3:05 PM

Amazon.com, Inc. (NASDAQ:AMZN) is placed 1st on our list of the best stocks to buy. On August 21, JPMorgan reported that Amazon grew its lead in the American e-commerce market during Q2 2025, mainly because of faster retail growth and strong logistics.

In its updated e-commerce model for the United States, JPMorgan mentioned that online sales grew 5.3% in the second quarter compared to last year, which is close to the 5.6% growth seen in the first quarter. Analysts added that US e-commerce kept growing for the tenth quarter in a row, increasing by 0.17% from last year to make up 21.9% of adjusted retail sales.

Amazon (AMZN) Maintains Lead in US E-Commerce Retail, per JPM
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JPMorgan noted that Amazon’s retail business did better than the overall market, with global first-party sales up 10% from last year, compared to 6% growth in the previous quarter. Third-party sales also rose 10%, up from 7% in the first quarter, driven by high demand for essentials, very fast SD1D delivery, and growth of the Prime ecosystem.

JPMorgan analysts estimate that Amazon’s share of the US e-commerce market went up by more than two points from last year, reaching 46.8% in the second quarter. They expect it to grow to 47.4% in Q3 and 49.2% in Q4.

The analysts maintained that Amazon is positioned as the leader in e-commerce and kept it as their “Best Idea.”

While we acknowledge the potential of AMZN as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

READ NEXT: Dow 20 Stocks List: Ranked By Hedge Fund Bullishness Index and 10 Unstoppable Dividend Stocks to Buy Now.

Disclosure. None.

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