Big retail firms are getting even bigger:

Amazon, $AMZN, Costco, $COST, and Walmart, $WMT, now reflect a record 17% of total US retail sales.

The share has jumped by 6 percentage points since 2014.

Moreover, they have accounted for a MASSIVE ~57% of retail sales growth over the same period.

In effect, $AMZN, $WMT, and, $COST, share prices have soared by 1025%, 332%, and 862%, respectively since 2014.

In 2024 alone, these stocks rallied 44%, 74%, and 40%, respectively. 

Big retailers are dominating.