Amazon Vs. Walmart: Morgan Stanley Bets on Amazon to Win the Race in Beauty Space
Portfolio Pulse from Anusuya Lahiri
Morgan Stanley expects Amazon to surpass Walmart as the most prominent US beauty retailer by 2025, with a 14.5% market share in a $180 billion market. Amazon's gains will come from its growing e-commerce market share, set to reach 46.5% by 2025.
June 20, 2023 | 7:04 pm
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POSITIVE IMPACT
Amazon is expected to become the most significant player in the beauty market, surpassing Walmart by 2025, with a 14.5% market share.
Morgan Stanley's prediction of Amazon becoming the most prominent beauty retailer in the US by 2025 indicates a positive outlook for the company. The growing e-commerce market share will contribute to this success, making it likely for the stock price to go up in the short term.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100
POSITIVE IMPACT
Ulta Beauty is among the biggest beneficiaries of the shrinking market share of grocery retailers in the US beauty market.
Ulta Beauty is mentioned as one of the biggest beneficiaries of the shrinking market share of grocery retailers in the US beauty market. This indicates a positive outlook for the company, making it likely for the stock price to go up in the short term.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 50
NEGATIVE IMPACT
Walmart is expected to be surpassed by Amazon in the beauty market by 2025, with Amazon holding a 14.5% market share.
Morgan Stanley's prediction of Amazon surpassing Walmart in the beauty market by 2025 indicates a negative outlook for Walmart in this sector. As Amazon continues to grow its e-commerce market share, it is likely that Walmart's stock price will be negatively impacted in the short term.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80