Articles

Get data-driven insights straight to your inbox. Join the newsletter to receive new articles.
Temu and Shein Conceding U.S. Market Share

Temu and Shein Conceding U.S. Market Share

Temu and Shein are rapidly losing their dominant positions in U.S. app stores as the May 2nd de minimis exemption suspension approaches - a clear signal that the direct-from-China shopping revolution is facing its first real market correction.

Read more
Trump's Tariffs Won't Save American E-commerce

Trump's Tariffs Won't Save American E-commerce

Aggressive China-specific tariffs announced and rapidly escalated by the Trump administration will not reverse the fundamental dynamics that have led Chinese sellers to dominate U.S. e-commerce marketplaces. Historical evidence shows they simply make products more expensive for American consumers.

Read more
Veteran Amazon Sellers Increasingly Dominate

Veteran Amazon Sellers Increasingly Dominate

Over 60% of the current top 10,000 sellers on Amazon.com registered on the marketplace before 2019. Despite thousands of new sellers joining daily, the marketplace elite remains largely stable, with pre-2019 cohorts maintaining their dominance.

Read more
Japan the Last Amazon Marketplace Where Local Sellers Dominate

Japan the Last Amazon Marketplace Where Local Sellers Dominate

Japan is the only remaining established Amazon marketplace where local sellers represent the majority, with 54% of active sellers being Japanese businesses. This stands in stark contrast to most other Amazon marketplaces, where Chinese sellers increasingly dominate and local seller representation continues to shrink.

Read more
69% of Amazon Sellers Sell in Just One Marketplace

69% of Amazon Sellers Sell in Just One Marketplace

Amazon continues to add international marketplaces, but most sellers aren't following them across borders. Despite Amazon's efforts to make global selling easier, nearly 70% of sellers remain active in just one marketplace.

Read more
Amazon Launches in Ireland as Expansion Strategy Evolves

Amazon Launches in Ireland as Expansion Strategy Evolves

Amazon launched in Ireland on March 18th, marking its 23rd global marketplace and 11th in Europe. It follows the launch of South Africa in 2024 and is part of an expansion strategy that is evolving both by default and design.

Read more
Etsy Lost 1.4 Million Active Sellers in a Year

Etsy Lost 1.4 Million Active Sellers in a Year

Etsy's active seller count has declined for the third consecutive quarter, dropping from a high of 7 million to 5.6 million in the latest figures, indicating a significant contraction in Etsy's seller ecosystem, bucking the growth patterns seen at competing marketplaces.

Read more
TikTok Shop Steps Up European Expansion Amidst U.S. Uncertainties

TikTok Shop Steps Up European Expansion Amidst U.S. Uncertainties

TikTok Shop is rapidly expanding into Europe while facing existential uncertainty in the United States. The platform is now hiring for nearly 100 TikTok Shop-specific roles across Europe.

Read more
Software Aggregators Thrive While Amazon Aggregators Falter

Software Aggregators Thrive While Amazon Aggregators Falter

Software aggregators focused on Amazon seller tools are securing nine-figure exits. In contrast, brand aggregators continue massive layoffs, with Carbon6's recent $210 million sale to SPS Commerce validating the software model's superior resilience.

Read more
American Sellers Are Losing Walmart to China Too

American Sellers Are Losing Walmart to China Too

In 2024, Chinese sellers made up nearly half of the new sellers added to Walmart's marketplace, accelerating the platform's transformation into yet another channel dominated by Chinese merchants.

Read more

Get Data-Driven Insights About Online Retail