Comment by D13Fd
2 years ago
How is this even a monopoly? That's like saying "Walmart has a monopoly on selling products at its stores." There are thousands of competing phones with their own software and app stores.
2 years ago
How is this even a monopoly? That's like saying "Walmart has a monopoly on selling products at its stores." There are thousands of competing phones with their own software and app stores.
There's approximately 2 app stores, I wouldn't call that competition.
Even in the most egregious days of Microsoft's OS monopoly, you could still choose to install software. Apple makes it basically impossible to do this outside of the context of their app store, which they charge heavily for access to and have no qualms removing or preventing apps that compete with its own. If this doesn't constitute monopolistic behavior, the bar is so high I'm not sure anything would ever qualify for it.
There is one competing phone platform with a store that has conveniently decided on identical fees. It's a duopoly. But also one where you can only shop with one of them.
The comparison is this: Walmart and Target are the only two stores that exist. They've also basically agreed to set the same prices on everything. And once you buy from Target once, you must buy everything else from Target too, and if you want to switch to Walmart, you have to throw out everything you bought at Target.
They have a remarkably durable market share. Some people are in effect forced to choose apple since apps they need (in some cases medical apps!) are iPhone only as the seller just does not bother with android.
If Walmart had a 60% market share then yes the JD would be on their balls for store brands.
How sure are you about that?
https://www.statista.com/statistics/252678/walmarts-net-sale...
It looks like roughly 60% of groceries are sold at Walmart in the US. And unlike phones, where you can choose Android easily, many regions have only Walmart to shop at.
That's the wrong metric. It should be obvious that the US market share of walmart on groceries, merchandise, and health don't conveniently sum to 100%, and that's not how you would present that data. You're looking at the % of WalMart's sales, not market share.
The answer is more like 25%: https://www.axios.com/2023/04/20/most-popular-grocery-stores
This is saying 58% of Walmart's sales are groceries. Not 58% of grocery sales are through Walmart.