Fifteen years ago, Amazon made a bet that e-commerce is not going to change. That e-commerce of 2007 will still be the future a decade later. Jeff Bezos said, "I can't imagine that ten years from now [our customers] are going to say, 'I love Amazon, but if only they could deliver my products a little more slowly.'" As it turns out, it lasted even longer.Read the report
One product has sold 1.2 million units on TikTok. More than any other since TikTok Shop launched in the US in September.
Amazon acknowledged the Chinese seller market share on its marketplace for the first time, calling it "significant."
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 original class of Amazon Aggregators now span from bankruptcies to success to pivots. None call themselves aggregators anymore.
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 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.
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.
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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