Amazon Intensifies Focus on North America: What is the Path Ahead?
Amazon Faces Stiff Competition in North America
As Amazon sharpens its focus on the North America segment, competition from major retailers like Walmart WMT and Target TGT is intensifying.Walmart remodeled 40 U.S. stores in the first quarter of fiscal 2026, improved three-hour delivery coverage to 93% of U.S. households and saw a 21% jump in U.S. e-commerce sales. Additionally, Walmart has undertaken several initiatives to enhance e-commerce operations in the region, including buyouts, alliances and improved delivery and payment systems.Target is strengthening its position in North America by combining digital expansion with store investments. Target has an outstanding pipeline of new stores and is committed to ongoing remodels of existing locations. Additionally, it has been ramping up its digital solutions and strengthening delivery capabilities through services like doorstep delivery, curbside pickup, or buy online and pick up at the store.
AMZN's Share Price Performance, Valuation and Estimates
AMZN shares have gained 3.8% in the year-to-date (YTD) period, underperforming the Zacks Internet – Commerce industry and the Zacks Retail-Wholesale sector's growth of 9.5% and 5.1%, respectively.
AMZN's YTD Price Performance
Image Source: Zacks Investment Research
From a valuation standpoint, AMZN stock is currently trading at a forward 12-month Price/Sales ratio of 3.28X compared with the industry's 2.17X. AMZN has a Value Score of D.
AMZN's Valuation
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for second-quarter 2025 earnings is pegged at $1.32 per share, which has been revised upward by a penny over the past 30 days, indicating 7.32% year-over-year growth.
Amazon.com, Inc. Price and Consensus
Amazon.com, Inc. price-consensus-chart | Amazon.com, Inc. Quote
Amazon currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
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