Amazon Clothing Share Doubles as Walmart Loses Ground

Since 2019, Amazon has surged to dominate U.S. clothing spending, while Walmart's share has dwindled, a growing disparity that continued into the first half of 2026. According to PYMNTS Intelligence figures, Amazon accounted for 17.0% of U.S. clothing sales in 2025, up from 8.5% in 2019. Walmart's market share dropped from 7.3% to 6.2% over the same period.

The estimates, based on company clothing revenue and U.S. retail sales data, paint a starkly different picture of competition than before the pandemic. Amazon's clothing revenue climbed from $38.7 billion in 2019 to $109.4 billion in 2025, 1.15 times Walmart's revenue in 2019, and 2.8 times in 2025. Walmart's revenue increased from $33.5 billion to $39.1 billion during the same timeframe.

This year, Amazon's clothing revenue grew 14.7% to $55.5 billion in the first half of 2026, while Walmart's remained flat at $19.4 billion. The gap between the two retailers widened further in holiday quarters, reaching $22.5 billion in Q4 2024 and $23.9 billion in Q4 2025. Walmart's fashion initiatives, such as Scoop and Free Assembly, showed strong comparable-sales growth, but the company's overall clothing revenue remained stagnant.

Amazon's clothing sales grew at a much faster rate, increasing 30% from Q3 to Q4 2025, compared to Walmart's 4.5% growth. Walmart's CEO attributed part of the growth to higher-priced merchandise aimed at a broader range of shoppers, but the data suggests that Walmart's clothing business has not expanded as rapidly as Amazon's. Retail trends show that Americans are increasingly purchasing online, with U.S. retail eCommerce sales rising 12.2% year-over-year in Q2 2026, compared to 6.7% for total retail sales.

Online commerce now accounts for 17.1% of total retail sales, up from 16.3% in Q2 2025. While the clothing spending data cannot directly attribute Amazon's gains to eCommerce, the overall growth in online retail creates a context for Amazon's increasing share in the clothing market. Walmart's eCommerce sales grew 24% in its latest quarter, with a significant 43% increase in store-fulfilled delivery.

Marketplace sales grew even more, at 52%. However, Walmart's estimated clothing share has declined while Amazon's has risen. The broader trend is clear: Amazon and Walmart were closely matched in clothing sales in 2019, but Amazon has since more than doubled its share, while Walmart has lost ground.