Amazon Wins Every Aisle. Six Numbers Say Otherwise — US E-Commerce, H1 2026
A subscription store, a warranty business, a 33,000% toy chart, and an AI that checks out for you — the strange data hiding inside America's shopping carts. THE SIX NUMBERS 84% — the share of Chewy's net sales that arrive as standing Autoship orders, not one-off purchases. +338.5% — Newegg's growth in electronics warranty attach, recorded while its overall sales fell nearly 12%. +32,975% — Best Buy's growth in STEM toy traffic. Small base, loud signal; Walmart and Target grew 674% and 172.1% in the same niche. 102.7% vs 19.8% — swimwear traffic growth at Quince versus Walmart. Assortment beat scale by five to one. 14% — shopping-related searches where Google AI Overviews appear, up from 2.1% four months earlier. Q3 2026 — when Mattel, Hasbro and Gap scheduled their main price increases, quietly moving tariffs down the calendar. America's online shopping has a settled headline: Amazon wins. It wins electronics, toys, pets, clothes, sofas and footballs ...