Amazon Vs Walmart: It's A No-Brainer

  • I maintain Amazon with a buy and Walmart with a sell, as Amazon is better positioned for long-term growth and is less susceptible to tariff uncertainty, in my opinion. Amazon's scale and diverse revenue streams give it an edge over Walmart, despite Walmart's aggressive push into e-commerce. Walmart is gaining e-commerce market share and innovating, but its margins and growth potential lag Amazon's broader, more profitable ecosystem.