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.

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