In this article, we will list the 5 Best E-commerce Stocks to Buy as Global Sales Hit Records. Please visit 10 Best E-commerce Stocks to Buy as Global Sales Hit Records if you’d like to see an extended list.
To compile our list of the best e-commerce stocks to buy as global sales hit records, we screened companies with meaningful exposure to online retail, digital marketplaces, omnichannel commerce, delivery, and e-commerce infrastructure. We then ranked the stocks in descending order of short percentage of float, using the latest available short-interest data.
5. MercadoLibre, Inc. (NASDAQ:MELI)
Short Percentage of Float: 3.23
MercadoLibre, Inc. (NASDAQ:MELI) is one of the best e-commerce stocks to buy as global sales hit records. The company remains one of the clearest ways to invest in Latin America’s digital commerce growth, and its latest expansion plan shows that it is still putting serious capital behind logistics, technology, and payments. On June 8, Mercado Libre announced that it would invest $4.6 billion in Mexico during 2026, up 35% from the prior year. The investment is focused on logistics, technology development, and financial services, and includes plans to create 8,500 new jobs, taking its Mexico workforce to more than 42,000 employees.
The Mexico push matters because MercadoLibre’s broader marketplace and payments engine continue to scale. In the first quarter of 2026, net revenue and financial income rose 49% year-over-year to $8.8 billion, the company’s fastest growth pace in almost four years. Gross merchandise volume increased 42% to $19.0 billion, total payment volume rose 50% to $87.2 billion, and the company recorded 722 million items sold. Brazil also showed the impact of logistics and free-shipping investments, with items sold up 56% year-over-year and unique buyer growth accelerating to 32%.
MercadoLibre, Inc. (NASDAQ:MELI) operates Latin America’s largest online commerce ecosystem and one of the region’s leading fintech platforms.
4. Walmart Inc. (NASDAQ:WMT)
Short Percentage of Float: 2.36
Walmart Inc. (NASDAQ:WMT) is one of the best e-commerce stocks to buy as global sales hit records. The company’s online retail story is no longer limited to U.S. pickup and delivery, as Walmart is now pushing its marketplace assortment across borders. On June 11, Walmart opened Walmart.com to customers in Mexico, giving them access to hundreds of thousands of eligible items across categories including apparel, home, electronics, and more. The company said that duties, taxes, and fees are shown at checkout and that it plans to expand international shipping to additional markets in the future.
Walmart is also leaning into faster fulfillment as a core e-commerce advantage. On May 28, the company said 30-minute-or-less delivery was available across 33 U.S. markets, covering more than 100,000 eligible items, including groceries, pharmacy products, household supplies, pet food, electronics, and prescriptions. In the first quarter of fiscal 2027, Walmart said global eCommerce grew 26%, Walmart U.S. eCommerce grew 26%, and Walmart International eCommerce grew 27%. Store-fulfilled delivery has more than doubled over the past two years, with more than 36% of those U.S. orders delivered in under three hours during the quarter.
Walmart Inc. (NASDAQ:WMT) is a tech-powered omnichannel retailer serving customers through stores, clubs, e-commerce websites, and mobile apps.
3. Shopify Inc. (NASDAQ:SHOP)
Short Percentage of Float: 1.78
Shopify Inc. (NASDAQ:SHOP) is one of the best e-commerce stocks to buy as global sales hit records. The company remains a core infrastructure provider for online merchants, and its fresher story is increasingly tied to AI-driven commerce. On June 1, Shopify said orders coming to merchant stores from AI search were up 13x year-over-year, with those orders converting 49% higher than traditional search and carrying average order values 14% higher. That matters because product discovery is shifting beyond search bars and social feeds, giving Shopify another way to help merchants reach buyers.
Shopify’s own platform positioning also reflects that shift. The company says merchants can sell online, in person, across social channels, locally, globally, and across AI, while its Agentic Storefronts let products be discovered across AI channels and allow shoppers to check out inside chat experiences. Shopify also says its App Store has more than 21,000 commerce apps, giving merchants a broad ecosystem for payments, marketing, fulfillment, analytics, and specialized commerce needs.
The investor angle received a fresher update as well. On June 2, Shopify announced a $3 billion increase to its share repurchase authorization, bringing the total authorization to $5 billion.
Shopify Inc. (NASDAQ:SHOP) provides essential internet infrastructure for commerce, powering sales online, in-store, and everywhere in between.
2. Costco Wholesale Corporation (NASDAQ:COST)
Short Percentage of Float: 1.78
Costco Wholesale Corporation (NASDAQ:COST) is one of the best e-commerce stocks to buy as global sales hit records. The company is best known for its warehouse-club model, but its online and digitally enabled sales continue to grow at a faster pace than the broader business. On June 3, Costco reported net sales of $24.01 billion for the retail month of May, the four weeks ended May 31, 2026, up 14.5% from $20.97 billion a year earlier. For the first 39 weeks of the fiscal year, net sales rose 10.0% year-over-year to $221.19 billion.
The e-commerce angle showed up clearly in the same update. Costco’s total comparable sales increased 12.5% for the four-week May period and 8.3% for the first 39 weeks, while digitally enabled comparable sales rose 21.1% and 21.6%, respectively. Excluding gasoline-price and foreign-exchange impacts, digitally enabled comparable sales still grew 20.9% for the month and 21.1% for the 39-week period. Costco also has a broad international footprint, operating 931 warehouses and e-commerce sites in markets including the U.S., Canada, the U.K., Mexico, Korea, Taiwan, Japan, Australia, and China.
Costco Wholesale Corporation (NASDAQ:COST) operates an international chain of membership warehouses that sell branded and private-label merchandise at low prices.
1. Amazon.com, Inc. (NASDAQ:AMZN)
Short Percentage of Float: 0.94
Amazon.com, Inc. (NASDAQ:AMZN) is one of the best e-commerce stocks to buy as global sales hit records. The company’s advantage in online retail has long been tied to fulfillment depth, and Amazon is now pushing more of that logistics infrastructure beyond its own marketplace. On June 10, Amazon Supply Chain Services launched a less-than-truckload freight offering for all businesses in the U.S., expanding the service beyond inbound shipments to Amazon and allowing companies to ship pallets to third-party warehouses, distribution centers, retail partners, and other destinations.
The launch matters because it turns Amazon’s scale into a service for sellers and other businesses, regardless of where they sell. Amazon said the expanded offering is powered by more than 80,000 trailers and 24,000 intermodal containers, with real-time GPS tracking, next-day live pickup for orders placed by 5 p.m., same-day pickup through its drop-trailer option, and standing daily pickups for high-volume shippers. The company said its LTL service has served tens of thousands of Amazon selling partners and vendors since 2019 and moved millions of pallets across its U.S. network last year.
Amazon.com, Inc. (NASDAQ:AMZN) operates one of the world’s largest online retail marketplaces, supported by logistics, advertising, subscription, device, grocery, and cloud-computing businesses.
While we acknowledge the potential of AMZN to grow, our conviction lies in the belief that some other AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than AMZN and that has 100x upside potential, check out our report about the cheapest AI stock.
READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.
Disclosure: None. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and insiders. Please subscribe to our free daily e-newsletter to get the latest investment ideas from hedge funds’ investor letters by entering your email address below.
