Amazon (AMZN), eBay (EBAY) Will Become 'Go-To' Retail Apps

It is no secret many view mobile as increasingly important for online retail. Using mobile, users can shop anywhere anytime. In the near term, analysts expect tends to continue away from desktop toward mobile. This will result in disruptions within the industry, creating winners and probably a few losers too. At present, according to analysts at Nomura, the two companies that stand out from the rest as potential beneficiaries are Amazon (Nasdaq: AMZN) and eBay (Nasdaq: EBAY).

"In our 'app' vs. 'browser' mobile analysis, we see that, for now, browser traffic is larger than app traffic across the board. That said, Amazon and eBay have notable first-mover positions in the mobile app space," said analyst Brian Nowak.

This could play out well for the two companies over time, especially since Nowak thinks users will eventually migrate toward one or two "go-to" apps per user category.

"This will add to Amazon and eBay's ability to continue driving e-commerce, as we now expect the two companies to grow from ~34% to ~41% of total N. American e-commerce over the next 2 years," concluded the analyst.

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