Seeking Alpha

Mark Mahaney Smith Barney CitigroupcomScore released web stats for November on Tuesday. You can find a table for the top 20 overall web sites here, and the top 20 online retail web properties here. Citigroup analyst Mark Mahaney (pictured) provides analysis of the former here. This is what Mahaney has to say about the numbers for the e-tailers alone:

  • 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 November, eBay had 42% reach (53% for retail) and for Amazon the reach was 29% (36% for retail). Note that in November 2004, EBay’s reach within the retail vertical was 48% while Amazon’s reach was 34%.
  • That said, multi-channel retailers such as Wal-Mart, Target, Best Buy, and Home Depot are all experiencing Y/Y growths higher than eBay and Amazon -- e.g. while eBay and Amazon visitors grew 18% and 16% Y/Y in November, Target and Wal-Mart visitors grew 48% and 35%. Partly, this is the law of small numbers. But the market share risk from multi-channel retailers remains intact. So, mixed datapoints for eBay andAmazon.
  • Apple Computers experienced the highest growth in the top 20 retail websites, primarily driven by music download service at iTune.com and iTunes application download (3 to 5 fold Y/Y growth), although the total unique visitors at Apple.com doubled as well.
Source: Apple Tops Online Retail Web Site Growth (AAPL, AMZN, BBY, EBAY, HD, TGT, WMT)