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Shopify Will Be Bigger Than eBay

Shopify will be bigger than eBay by as early as 2021. Shopify handled $41.1 billion in sales volume in 2018, an increase of 56% over 2017. On the other side of the ring, eBay did $89.83 billion, an increase of just 7%.

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Google Shopping Grows to One Thousand

This week Google's e-commerce marketplace grew past 1,000 active stores. A year ago it had 39. It's still unclear what shopping on Google is meant to be, but before Google figures it out it is expanding the supply side.

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Amazon Is Lending $1 Billion a Year

Every year for the last three years Amazon has lent more than $1 billion in short-term business loans to sellers on its marketplace. According to our estimates the program will surpass $5 billion in Q2 2019.

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India Undoing Amazon

On February 1st new e-commerce rules in India kicked in, forcing Amazon and Flipkart to restructure their business strategies. According to our research millions of products are no longer available across all categories on Amazon India.

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Chinese Brand Made the “Amazon Coat”

The #1 best selling product in Clothing on Amazon is a winter coat. Unsurprising, it is winter after all. But it's not made by Canada Goose or any other major clothing brand. Nor is it one of the private label brands Amazon has launched. Instead, it is made by Orolay, a company no one has heard of from Zhejiang province in China.

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eBay Growth Paradox

eBay wants new shoppers which don't want eBay, but to provide the eBay they would want, eBay loses existing shoppers. Pick one.

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Marketplaces Power Law

On marketplaces there is a distribution with a small number of really big sellers and a long tail of sellers that provide product breadth and liquidity. That distribution looks like a power law.

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Sears Tried

As once-giant Sears battles bankruptcy, we look back at the online marketplace it launched. It consists of 81,000 sellers today. The marketplace won't save Sears, but then nothing will.

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No Christmas at Jet.com

Jet website traffic reached new lows in December with 8 million visits, down from 22 million the year before. That's a decrease of 63% in a year. It’s not clear, honestly, why Jet is even still around.

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