(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.

This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.