When it comes to growth stocks, one sector that is witnessing strong growth is the e-commerce sector.
The pandemic accelerated the demand for digitalisation and introduced numerous people to purchasing and transacting online.
The good news is that post-pandemic, the demand for online transactions continues to surge.
If you are looking for exposure to this high-growth sector, here are five US e-commerce stocks you can add to your buy watchlist.
Amazon (NASDAQ: AMZN)
Amazon is one of the world’s largest e-commerce platforms, offering a wide variety of items for sale.
The company also offers a cloud service (Amazon Web Services) and a streaming TV service (Amazon Prime).
Amazon delivered a stellar financial performance for the first half of 2025 (1H 2025).
Revenue rose 11% year on year to US$323.4 billion while operating profit climbed 25.3% year on year to US$37.6 billion.
Net profit surged 47.6% year on year to US$35.3 billion.
Amazon recently held its biggest Prime Day event, which helped customers save billions of dollars by offering discounts.
The company also announced the expansion of its Same-Day and Next-Day delivery service to tens of millions of US customers in 4,00+ rural communities by the end of this year.
Meanwhile, generative AI tools were also launched to enhance the shopping experience, such as turning product summaries and reviews into audio clips.
Furthermore, Amazon announced a multi-billion-dollar investment to expand its cloud infrastructure and advance AI innovation in North Caroline, Pennsylvania, and Australia.
Mercadolibre (NASDAQ: MELI)
Mercadolibre is one of the largest e-commerce players in Latin America.
The company reported a strong set of earnings for 1H 2025 with revenue leaping 35.3% year on year to US$12.7 billion.
Operating profit increased by 26.6% year on year to US$1.6 billion, and net profit improved by 16.2% year on year to US$1 billion.
The business also generated a positive free cash flow of US$3.4 billion, 10.7% higher than a year ago.
The number of fintech monthly active users on Mercadolibre’s platform continued to rise, going from 52 million to 68 million for a 30.8% year-on-year increase.
Operating statistics were also encouraging.
Gross merchandise value (GMV) through its platform rose 19.1% year on year to US$28.6 billion.
Its payment platform, Mercado Pago, saw a 36% year-on-year jump in payment transactions to 6.9 billion.
Total payment volume went from US$87.1 billion to US$122.9 billion for a 41% year-on-year increase.
Sea Limited (NYSE: SE)
Sea Limited is a technology company with three major divisions – gaming (led by Garena), e-commerce (led by Shopee), and digital financial service (led by Monee).
For the first quarter of 2025 (1Q 2025), Sea Limited reported a 29.6% year-on-year increase in revenue to US$4.8 billion.
Operating profit rose more than sixfold year on year to US$456.4 million.
Net profit came in at US$403.1 million, a sharp reversal from the net loss of US$23.7 million reported a year ago.
Zooming into its Shopee segment, the e-commerce outfit saw revenue for the quarter improve from US$2.7 billion a year ago to US$3.5 billion.
The division reported a segment profit of US$195 million, reversing the prior year’s US$97.3 million segment loss.
Gross orders for 1Q 2025 increased by 19.2% year on year to 3.1 billion, while GMV rose 21.2% year on year to US$28.6 billion.
The average monthly active buyers on the Shopee platform grew by 15% year on year in 1Q 2025, and management remains confident of achieving full-year GMV guidance of around 20% growth with better profitability.
Shopify (NASDAQ: SHOP)
Shopify is a commerce company providing essential internet infrastructure for commerce.
The company offers useful tools to start, scale, and run a business of any size.
For 1Q 2025, Shopify saw its revenue rise 26.8% year on year to US$2.4 billion.
Operating profit more than doubled year on year to US$203 million, and net profit (excluding the effects of equity investments) surged 57% year on year to US$226 million.
The company also generated a positive free cash flow of US$363 million, 56% higher than a year ago.
GMV on Shopify’s platform grew 22.8% year on year to US$74.8 billion while monthly recurring revenue (MRR) improved by 20.5% year on year to US$182 million.
Walmart (NYSE: WMT)
Walmart is an omnichannel retailer serving around 270 million customers who visit more than 10,750 stores worldwide and e-commerce sites in 19 countries.
The retailer reported a mixed set of earnings for the first quarter of fiscal 2026 (1Q FY2026) ending 30 April 2025.
Total revenue inched up 2.5% year on year to US$165.6 billion, and operating profit increased by 4.3% year on year to US$7.1 billion.
However, net profit dipped by 12% year on year to US$4.5 billion because of other gains and losses.
Walmart generated US$425 million of free cash flow for the quarter.
The supermarket operator paid out a quarterly dividend of US$0.235, a 13.3% year-on-year increase over the previous year’s US$0.2075.
Management expects net sales to increase by between 3% to 4% for FY2026.
Walmart also recently opened its first owned and operated case-ready beef facility in Kansas, which will help to improve the resiliency of the retailer’s supply chain.
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Disclosure: Royston Yang does not own shares in any of the companies mentioned.
