Amazon's Longest Prime Day and Biggest AI Test
The newly extended Prime Day 2025 will determine whether Amazon's AI shopping features can solve the fundamental problem that has plagued the event for years: helping shoppers discover what they actually want among millions of deals.
Walmart Marketplace Experiences Record Growth
Walmart's marketplace has crossed 200,000 active sellers for the first time, driven by the fastest seller acquisition rate in the platform's history.
Another Billion-Dollar Creator Brand
Hailey Bieber's sale of Rhode to e.l.f. Cosmetics for $1 billion this week adds to a growing list of creator-founded brands leveraging attention as their primary asset.
U.S. Is Amazon’s Most Beginner-Friendly Marketplace
Amazon's U.S. marketplace continues to be the most conducive environment for new sellers to achieve their first sales, with over 73% of sellers who registered in the past 12 months going on to make sales.
Amazon Is Less Competitive Than Four Years Ago
Amazon sellers now face less competition than in 2021, with over 30% more traffic per active seller available across its global marketplaces. The competitive shift provides a notable counterbalance to Amazon's maturing marketplace challenges.
Trump Trade War Creates COVID-Like Dynamic
Booked shipping volumes from China to the U.S. have plummeted by almost 60% in recent weeks as carriers blank sailings on a scale not seen since COVID. As trade restrictions now ease, pent-up demand will send container rates rising again, echoing post-pandemic trends.
Paradoxical Tariffs Will Benefit Chinese Sellers
The newly heightened tariffs on Chinese imports should theoretically benefit American businesses. However, paradoxically, they will have the opposite effect, further cementing the dominance of Chinese sellers in American marketplaces.
The Calm Before An Inevitable E-commerce Storm
The e-commerce industry is bracing for impact as U.S.-China trade tensions intensify. Following the introduction and rapid escalation of reciprocal tariffs on Chinese goods by the Trump administration, the expected impact on tariff income, shipment volumes, and price trends has not yet taken hold, but will soon.
Data
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Research
We analyze the data and share insights as research reports and articles.
Analysis
We believe that data is better than opinions for understanding what's next in e-commerce.
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