What's Amazon's market share? 35% or 5%? — new posthttps://www.ben-evans.com/benedictevans/2019/12/amazons-market-share19 …
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If you read the link (or look at the chart I posted), I excluded restaurants & bars, cars & car parts, and gasoline from total retail.
I didn't really do either. I will though. Took a quick look at the chart just now. I don't think it's right, but after I read what you wrote, I'll know better.
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Okay, pretty good article, but I think you should've exclude more than you did. You rightly pointed out that it doesn't matter that Amazon's book business is 0.1% of retail (or whatever it is). The key point is what is its share in books itself. Basically, for this reason, it
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makes sense to net out not only restaurants/bars, cars and auto parts, and gasoline, but probably also other categories where they have deminimus or zero penetration: grocery, pharmacy, convenience/truck stop (in gas?), luxury, building materials etc.
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