Sellers have adopted AI broadly but narrowly, putting it to work overwhelmingly on content tasks like listings and imagery, while platforms rebuild discovery around AI and consumers adopt it faster than expected.
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Sellers are frustrated with platform fees yet deepen their dependence on Amazon because alternatives don't offer comparable scale. Amazon extracts more revenue from sellers while becoming more vulnerable to a concentrated base that could, in theory, coordinate or exit.
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We surveyed 181 marketplace sellers representing over $2 billion in combined annual revenue to understand how businesses are actually performing beneath the platform-level data. The results reveal four distinct seller cohorts.
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Amazon remains the dominant U.S. marketplace, with an estimated $300 billion in third-party sales, more than seven times eBay's and roughly 20 times that of the next competitors – Temu, TikTok Shop, and Walmart – who now compete in a tight $15-22 billion range.
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Amazon Haul, Amazon's direct-from-China section for items under $20, has reached over 3,000 sellers since launching in November 2024, establishing itself as a credible competitor to Temu and Shein, though still smaller in scale.
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Walmart's advertising business grew more than twice as fast as Amazon's last year. Amazon generated $68.6 billion in advertising revenue in 2025, growing 22%. Walmart generated $6.4 billion, growing 46%.
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Amazon and Shopify together now account for approximately 50% of U.S. e-commerce. Two models each reached maturity at roughly the same time. U.S. e-commerce has quietly organized itself around both, and the space between them is where every other player is now making its case.
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Fewer than 8,000 sellers now generate half of Amazon's estimated $300 billion in U.S. third-party GMV – roughly 68% of total U.S. sales – representing just 1.6% of the active seller base.
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Amazon and its sellers sold $830 billion worth of goods in 2025, tripling its GMV from $277 billion seven years ago.
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U.S. e-commerce crossed $10 trillion in cumulative sales during Q3 2025, reaching a milestone that reveals something far more significant than the raw figure suggests -- three remarkably consistent growth phases.
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