TIkTok-Native Brands

TIkTok-Native Brands

One product has sold 1.2 million units on TikTok. More than any other since TikTok Shop launched in the US in September.

Amazon's "Significant" Reliance on Chinese Sellers

Amazon's "Significant" Reliance on Chinese Sellers

Amazon acknowledged the Chinese seller market share on its marketplace for the first time, calling it "significant."

Amazon Sales Top $700 Billion in 2023

Amazon Sales Top $700 Billion in 2023

Amazon and its sellers sold $700 billion worth of goods in 2023. Gross merchandise volume (GMV) has more than doubled in four years; most of that growth came from the third-party marketplace.

The Amazon Aggregator is Dead

The Amazon Aggregator is Dead

The original class of Amazon Aggregators now span from bankruptcies to success to pivots. None call themselves aggregators anymore.

Temu Marketplace Inviting US Sellers

Temu Marketplace Inviting US Sellers

Temu will open its marketplace to U.S. sellers in March and extend to European sellers soon after. The number one most-downloaded shopping app is expanding beyond Chinese sellers.

Amazon Adds an AI Shopping Assistant

Amazon Adds an AI Shopping Assistant

Amazon has added an AI-powered shopping assistant customers could use to ask questions about the products. It is Amazon’s first move in the AI arms race.

Long-Time Sellers Drive Half of Amazon's 3P GMV

Long-Time Sellers Drive Half of Amazon's 3P GMV

Amazon continues to grow its marketplace by both new sellers joining and long-time sellers staying on for years. There is no measurable fleeing by sellers crushed by changing conditions, nor is there a loss in interest by new sellers.

Shein, Temu Marketplaces With No US Sellers

Shein, Temu Marketplaces With No US Sellers

Temu and Shein are the fastest-growing e-commerce marketplaces in the U.S., yet they have practically no U.S. sellers. More than half of Amazon sellers are based in China, and the two newest marketplaces are exclusively for Chinese sellers.

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Data

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Research

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Analysis

Analysis

We believe that data is better than opinions for understanding what's next in e-commerce.

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