2021 was the year of broken supply chains, Amazon aggregators, more advertising, Shopify's almost-marketplace, and one unanswered question - did the pandemic boost e-commerce after all? For now, the world of marketplaces revolves around Amazon - it has doubled in size in two years. No one will challenge it directly, but a different paradigm might.Read the report
Amazon seller acquisitions declined only slightly in 2022 despite slow e-commerce growth and rising interest rates. Seller valuations have decreased, but more buyers that don’t call themselves aggregators allowed strong businesses to stay in demand.
A dozen startups became unicorns betting on the Shopify ecosystem. Amazon has zero. A lot of capital is racing to change that.
Amazon has tied selling on Amazon to its fulfillment service, FBA. But it now chaotically restricts how much space it allocates to sellers while at the same time raising fees.
E-commerce spending in the U.S. exceeded $1 trillion over the past twelve months. A milestone that pre-pandemic trends predicted would only occur in 2024.
Shopify now allows customers to search for items across all Shopify merchants. The Shop app is thus a complete marketplace. However, the functionality is yet to be available to all users.
Chinese sellers have recouped the market share they lost on Amazon over the past two years. It looked like they were abandoning Amazon for a while, but that has since turned out false.
Amazon's ad business outpaced Google's and Facebook's growth every quarter for the past three years. It's still smaller, but Amazon is not competing with retailers for advertising dollars - it is going after Google and Facebook.
Amazon's growth is slowing, but so has the overall e-commerce sector. Its sales are still in-line with the pre-pandemic trendline.
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