Walmart just hit the $1 trillion market cap. Amazon sellers who ignore this news
By Brandon Fishman · February 5, 2026 · Curated by George's Blog
Walmart just hit the $1 trillion market cap.
Amazon sellers who ignore this news are making a MASSIVE mistake.
Because Walmart is now competing for YOUR advertising dollars.
Look at these numbers:
- E-commerce up 27%
- Advertising business up 53%
- Stock outpacing S&P 500 by 2x
This is the Amazon playbook on steroids.
- A massive third-party marketplace
- An advertising platform that's scaling FASTER than their retail business
- 4,600 physical stores feeding traffic to their online marketplace
Amazon used to be the only game, and now Walmart is offering the same marketplace model with BETTER economics in some categories.
That $1 trillion valuation is about Walmart becoming the next major retail media network.
Amazon sellers need to pay attention.
If you sell on Amazon and you’re not at least testing Walmart ads, you’re already behind the curve.
♻️Repost if this changes how you think about marketplaces.
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