Amazon.com (NASDAQ: AMZN) already has a well-established reputation as a retail disruptor, and as the No. 1 name people think of in online shopping. That's why so many people are surprised to discover that only 5% of retail sales happen online in the U.S.; abroad the number is even less. Those figures show just how young this industry is. Combine the idea that Amazon's volume of actual products shipped is up 40% year over year with how large the company's moat is based just on how big its first-in advantage is, and you get an enormous amount of market growth potential. This is the only company truly poised to take advantage of that potential.

Austin Smith has no positions in the stocks mentioned above. Joe Magyer owns shares of Amazon.com. The Motley Fool owns shares of Amazon.com. Motley Fool newsletter services recommend Amazon.com. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.