We compute, analyze and share data you can’t find anywhere else to help you predict what’s next in e-commerce.

Join our mailing list to get new articles straight to your inbox.

Amazon’s First Year in Australia

Amazon Australia is starting to gather momentum as it grows the marketplace, expands the catalog, and enables Prime shipping. They have 25,000 marketplace sellers, 100 million products, and have doubled website traffic.

Read more

Amazon's Apple Moment

Amazon marketplace grew to a few hundred billions of dollars in size because brands refused to sell to Amazon directly. The future of Amazon is brands represented by Amazon, an Amazon agency, or by the brand itself. The opportunity for sellers is shrinking.

Read more

Ghost Retailers

"Can a restaurant succeed if it's delivery-only?" asked Neal Ungerleider of Fast Company. Well, can a retailer succeed if it's marketplace-only?

Read more

Castle Amazon

When it comes to Amazon its moat is wide and deep: Prime memberships, AWS cloud hosting, etc. But probably the most under-appreciated moat is the marketplace and its impact to competing retailers.

Read more

Amazon Is the Third Largest Advertising Platform

Amazon is the third largest advertising platform, behind Facebook and Google. Facebook and Google together account for more than half of the overall online advertising market in the US, but Amazon advertising is growing six times faster than the incumbents.

Read more

Achieving Nationwide Two-Day Shipping

Achieving nationwide free two-day shipping is hard and expensive. Even Walmart can't do it perfectly - customers on the west cost have access to 20% less products with two-day shipping available than customers on the east cost.

Read more

One Million New Sellers on Amazon

It took less than a year for the Amazon marketplace to grow by one more million new sellers. That's 3,398 new sellers every day, or 141 every hour, or more than 2 every minute. Unsurprisingly, most of the new sellers are based in China.

Read more

Of Course Amazon Launched a Sleeping Mattress

Three reasons why Amazon got into the bed-in-a-box business: "mattress" is the 42nd most searched term on Amazon, best selling mattresses on Amazon are brandless, mattress as a product is hard to differentiate on.

Read more

Amazon Growing Past Books

When Amazon started to focus more on retail, books got pushed down the priority list. Especially books sold by the marketplace. Books sales are growing, but their share of the total sales on Amazon is decreasing.

Read more

Get Data-Driven Insights About Online Retail