It seems that although the companies have well-established e-commerce operations and sophisticated websites, people tend to shop for drugstore items and building materials by visiting physical locations.
That's an extraordinary sum for investors who tend to shop for proven companies with the hopes of making them better and unloading at a handsome profit down the road.
Tech world boosters of online social media tend to view it as inherently subversive to the established order and constantly tending to favor garage-shop challengers over entrenched incumbents.