{"id":141633,"date":"2026-02-06T10:41:48","date_gmt":"2026-02-06T09:41:48","guid":{"rendered":"https:\/\/www.retaildetail.be\/?p=141633"},"modified":"2026-02-06T10:41:49","modified_gmt":"2026-02-06T09:41:49","slug":"amazon-haalt-walmart-in-en-geeft-supermarkten-net-dan-op-is-de-reus-uit-seattle-klaar-met-retail","status":"publish","type":"post","link":"https:\/\/www.retaildetail.be\/nl\/news\/algemeen\/amazon-haalt-walmart-in-en-geeft-supermarkten-net-dan-op-is-de-reus-uit-seattle-klaar-met-retail\/","title":{"rendered":"Amazon haalt Walmart in en geeft supermarkten net dan op: is de reus uit Seattle klaar met retail?"},"content":{"rendered":"\n

Amazon <\/strong>staat op het punt om Walmart<\/strong> te overtreffen als grootste retailer ter wereld. Toch kondigt de reus uit Seattle net nu aan alle Fresh- en Go-supermarkten te sluiten en nog meer geld dan verwacht te pompen in AI en cloudservices. Heeft Amazon retail uitgespeeld?<\/p>\n\n\n\n

Historische mijlpaal: Amazon overtreft Walmart<\/h2>\n\n\n\n

Amazon was in 2025 goed voor 716,9 miljard dollar omzet, een stijging van 12% ten opzichte van het voorgaande jaar. Dat is meer dan analisten voorspelden, maar belangrijker nog: het is ook meer dan rivaal en grootste retailer ter wereld Walmart, die later deze maand naar verwachting 712 miljard dollar zal rapporteren.<\/p>\n\n\n\n

In het vierde kwartaal klokte de omzet af op 213,4 miljard dollar (zo’n 180 miljard euro), goed voor 14% groei. Zoals steeds komt het leeuwendeel van de groei uit de AWS-clouddiensten (+24%), maar ook de e-commerceverkoop klom met 9,8% naar 83 miljard dollar (zo’n 70 miljard euro). Fysieke retail, die Amazon nu sterk gaat afbouwen met de stopzetting van Amazon Go en Fresh<\/a>, boekte 4,9% omzetgroei.<\/p>\n\n\n\n

Amazon had Walmart al eerder overtroffen in kwartaalomzet en marktkapitalisatie, maar een hogere jaaromzet toont toch zeer duidelijk en symbolisch hoe de machtsverhoudingen binnen de retailsector zijn verschoven. Het is dan ook veelzeggend dat CEO Andy Jassy aankondigt in 2026 maar liefst 200 miljard dollar te investeren, vooral in AI en in clouddivisie AWS – en dus niet rechtstreeks in retail.<\/p>\n\n\n\n

Hernieuwde focus op online<\/h2>\n\n\n\n

Amazon kondigde vorige maand aan dat het alle Amazon Fresh- en Amazon Go-winkels in de Verenigde Staten sluit, een beslissing die duizenden banen kost. De stopzetting is een erkenning dat Amazon bleef worstelen met de fysieke supermarktsector. In plaats daarvan zet het bedrijf in op Whole Foods Market, met plannen om meer dan 100 nieuwe vestigingen te openen in de komende jaren. Daarnaast blijft Amazon inzetten op snelle bezorging, met name voor boodschappen. In 2025 leverde het bedrijf meer dan 8 miljard producten dezelfde of volgende dag aan Prime-leden, waarvan de helft bestond uit boodschappen en dagelijkse benodigdheden.<\/p>\n\n\n\n

Terwijl Amazon zijn fysieke aanwezigheid heroverweegt, blijft Walmart investeren in technologie en e-commerce. In januari kondigde Walmart een opvallende samenwerking aan met Google, waarbij producten van Walmart worden ge\u00efntegreerd in Google\u2019s AI-assistent Gemini<\/a>. De retailer heeft zijn e-commercegroei versneld en biedt nu same-day delivery aan voor 93% van de Amerikaanse huishoudens.<\/p>\n\n\n\n

De rivaliteit tussen Amazon en Walmart lijkt zo een nieuwe, volwassenere fase in te gaan, waarbij beide bedrijven niet langer alleen elkaars strategie\u00ebn overnemen, maar ook bewust keuzes maken om zich te kunnen onderscheiden. Ook in het bredere retaillandschap tekent die trend zich af, want als zelfs Amazon keuzes moet maken, ontsnapt niemand eraan.<\/p>\n","protected":false},"excerpt":{"rendered":"

Amazon staat op het punt om Walmart te overtreffen als grootste retailer ter wereld. Toch kondigt de reus uit Seattle net nu aan alle Fresh- en Go-supermarkten te sluiten en nog meer geld dan verwacht te pompen in AI en cloudservices. Heeft Amazon retail uitgespeeld?<\/p>\n","protected":false},"author":5,"featured_media":107192,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[15,18],"tags":[],"people":[],"extra":[43],"company":[206,449],"topic":[275,88,198],"region":[207],"class_list":["post-141633","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-algemeen","category-food","extra-plus","company-amazon","company-walmart","topic-analyse","topic-bedrijfsresultaten","topic-e-commerce","region-verenigde-staten"],"acf":[],"yoast_head":"\nAmazon haalt Walmart in en geeft supermarkten net dan op: is de reus uit Seattle klaar met retail? - RetailDetail BE<\/title>\n<meta name=\"description\" content=\"Amazon staat op het punt om Walmart te overtreffen als grootste retailer ter wereld. 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