Temu and Shein Conceding U.S. Market Share
Temu and Shein are rapidly losing their dominant positions in U.S. app stores as the May 2nd de minimis exemption suspension approaches - a clear signal that the direct-from-China shopping revolution is facing its first real market correction.
Trump's Tariffs Won't Save American E-commerce
Aggressive China-specific tariffs announced and rapidly escalated by the Trump administration will not reverse the fundamental dynamics that have led Chinese sellers to dominate U.S. e-commerce marketplaces. Historical evidence shows they simply make products more expensive for American consumers.
Veteran Amazon Sellers Increasingly Dominate
Over 60% of the current top 10,000 sellers on Amazon.com registered on the marketplace before 2019. Despite thousands of new sellers joining daily, the marketplace elite remains largely stable, with pre-2019 cohorts maintaining their dominance.
Japan the Last Amazon Marketplace Where Local Sellers Dominate
Japan is the only remaining established Amazon marketplace where local sellers represent the majority, with 54% of active sellers being Japanese businesses. This stands in stark contrast to most other Amazon marketplaces, where Chinese sellers increasingly dominate and local seller representation continues to shrink.
69% of Amazon Sellers Sell in Just One Marketplace
Amazon continues to add international marketplaces, but most sellers aren't following them across borders. Despite Amazon's efforts to make global selling easier, nearly 70% of sellers remain active in just one marketplace.
Amazon Launches in Ireland as Expansion Strategy Evolves
Amazon launched in Ireland on March 18th, marking its 23rd global marketplace and 11th in Europe. It follows the launch of South Africa in 2024 and is part of an expansion strategy that is evolving both by default and design.
Etsy Lost 1.4 Million Active Sellers in a Year
Etsy's active seller count has declined for the third consecutive quarter, dropping from a high of 7 million to 5.6 million in the latest figures, indicating a significant contraction in Etsy's seller ecosystem, bucking the growth patterns seen at competing marketplaces.
TikTok Shop Steps Up European Expansion Amidst U.S. Uncertainties
TikTok Shop is rapidly expanding into Europe while facing existential uncertainty in the United States. The platform is now hiring for nearly 100 TikTok Shop-specific roles across Europe.
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