Firms acquiring successful brands on Amazon have attracted more than $12 billion in capital raised. They are known as Amazon seller aggregators. The market had a breakout year in 2020 because of three factors: the pandemic accelerating spending on Amazon, Thrasio raising hundreds of millions of dollars, and Anker, an Amazon-native brand, going public.Read the report
Shopify insists that they won't build a marketplace, but the Shop app has recently become one. The app now allows discovering merchants, adding their items to a shopping cart, and checking out - all without leaving the app.
U.S. e-commerce penetration is currently at levels it would have reached even if the pandemic didn't happen. While Covid boosted e-commerce spending in 2020, that acceleration perhaps wasn't a step-change after all.
WFS, a fulfillment service Walmart launched less than two years ago, already fulfills 1/4 of Walmart marketplace sales. Walmart is on a path to making the marketplace invisible to shoppers.
The U.S. is Amazon's least competitive marketplace. Despite having the highest number of sellers, they each receive more traffic per seller than on the other marketplaces.
Two years ago, Nike stopped selling its clothes and sneakers directly to Amazon. The brand has since done exceptionally well scaling its digital sales. And yet, consumers continue to look for Nike on Amazon.
In the third quarter, Amazon reached sales levels it would have gotten to even without the pandemic boost. Amazon appears to have lost all the e-commerce spending acceleration.
Since opening the marketplace to international sellers in March, Walmart has added 5,000 sellers from China. They represent more than 10% of all new sellers.
Despite disruptions to global supply chains and Amazon's warehouse space restrictions, inventory levels at Amazon warehouses are high. As other retailers are fearing empty shelves, Amazon has turned its vast marketplace into an advantage.
Proprietary software parses raw data to extract critical pieces of structured data on brands, products, categories, and sellers.
We analyze the data and share insights as research reports and articles.
We believe that data is better than opinions for understanding what's next in e-commerce.
Journalists all over the world rely on Marketplace Pulse insights and data for their stories. Marketplace Pulse works with leading magazines, newspapers, and online publications, including The Wall Street Journal, The New York Times, The Washington Post, Bloomberg, and CNBC.