Amazon Is the New Canal Street
Unlike the Canal Street where locals and tourists walking by are fully aware that they are buying a fake handbag, on Amazon the consumer is lost.
When Will the Amazon Retail Stop
Amazon's retail group is being merged with the marketplace. Algorithms are replacing vendor managers. These changes are foreshadowing the inevitable disappearance of the retail business, also known as first-party, inside of Amazon.
Wish Is a Counterexample
The future of commerce is not just direct-to-consumer, as it is not just cheap stuff from China. There is going to be more sunglasses sold by future Warby Parkers, just like there will be more $2 sunglasses sold directly from China.
Sellers From China Are Getting Better
In two years the number of successful sellers from China on the Amazon marketplace has doubled. 36% of the top sellers are now based in China, up from 15% two years ago.
Amazon Seller Retention
Half of the top Amazon.com sellers were also top sellers two years ago. Despite the growing competition, increasing Amazon fees, and new trends like private label taking over the market, they are still at the top.
Marketplaces Are Aggregators Dressed As Platforms
Amazon is an aggregator who aggregates sellers - which they pay for except for the fees - to customers with whom they have an exclusive relationship at scale.
If Anyone Can Build a Brand, Everyone Will
Retail didn’t change. But now everyone can be in it. Becoming a retailer is a matter of creating a Shopify store or joining the Amazon marketplace. Becoming a brand is a matter of finding the right product on AliExpress.
Most Things Most People Want Are on Amazon
Amazon is not ignorant or evil, it is economical. It built a shopping experience fit for most people and for most products.
+100 articles
We compute, analyze and share data you can’t find anywhere else to help you predict what’s next in e-commerce.
Millions of sellers
We have the largest ecommerce data set including millions of sellers and brands. The data set is frequently updated, and we are always adding new features.
Major marketplaces
We have developed proprietary technology allowing us to monitor and analyze world's dominant ecommerce platforms like Amazon, eBay, Walmart, Etsy, etc.