Amazon Under Attack -- Wal-Mart, Target and Best Buy Top E-Commerce Growth (AMZN, BBY, DELL, EBAY, NFLX, OSTK, SHOP, SSP, TGT, WMT)

The Wall Street Journal (paid sub req'd) cites Nielsen/NetRatings data for online sales for Cyber Monday (the Monday after Thanksgiving). Here's the table, then some quick comments:

Cyber Sellers
Traffic to ecommerce sites on Cyber Monday
SITE	TRAFFIC	GROWTH
eBay	11,669	9%
Amazon	5,576	34%
Walmart.com	3,098	111%
Target.com	2,217	73%
Overstock.com	1,930	54%
Dell	1,878	21%
Shopping.com Network	1,712	56%
BestBuy.com	1,557	61%
Netflix	1,389	24%
Shopzilla.com Network	1,316	24%
Traffic is in millions of unique visitors. Growth compares 11/28/05 with average daily site traffic 11/14-11/20.
Source: Nielsen/NetRatings

Quick comments:

• Wal-mart, Target and Best Buy had the strongest online sales growth. No wonder investors in Amazon and the other pure e-commerce stocks are nervous.
• eBay's growth, at only 9%, was the lowest of the sites tracked. Sure, the law of large numbers might be at work here -- eBay's traffic was greater than Amazon's, Wal-mart's and Target's combined -- but investors are paying for growth, not mass.
• But eBay's purchase of comparison shopping site Shopping.com looks a smart move from this data. Shopping.com's traffic growth, at 56%, was significantly higher than competitor Shopzilla's, at 24%. Shopzilla was recently acquired by E.W. Scripps (ticker: SSP); Scripps' acquisition of Shopzilla looked relatively expensive at the time, though Shopzilla's Chief Product Officer argued that Shopzilla was worth more than Shopping.com.