Citigroup analyst Mark Mahaney submits : The following are several key highlights from the comScore top 20 retail site data:
1. eBay and Amazon remain the #1 and #2 Web retail destinations. This has been the case for as far back as we can track. In April, eBay had 44% reach (54% for retail) and for Amazon the reach was 28% (34% for retail). Note that in April 2005, eBay’s reach within the retail vertical was 39%, while Amazon’s reach was 30%. What’s interesting here is that Amazon’s reach – which unlike eBay, is not materially impacted by acquisitions – has increased Y/Y, despite the growing presence of multi-channel retailers.
2. That said, multi-channel retailers such as Wal-Mart, Target, and Best Buy are also experiencing robust Y/Y growth rates. In April, Wal-Mart and Target visitors grew 24% and 38%, respectively, and Best Buy had a moderate rate of 4.5%. Partly, this is the law of small numbers. But the market share risk to eBay and Amazon from multi-channel retailers remains intact. We also note that in the month of April, 10 out of the top 20 retailers online were multi-channel retailers. So, mixed Dpoints for eBay and Amazon.
3. Apple Computer experienced the highest Y/Y growth of all the Top 20 retail Websites at 81% Y/Y. This was primarily driven by music downloads at iTunes.com and iTunes application downloads, although the total unique visitors at Apple.com grew at a very fast pace as well.