Amazon Not Yet Back to Normal
Amazon's growth is yet to return to historical levels set before the pandemic. Amazon is still growing, but its growth is weak.
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Amazon Seller Exits Evolving Past Aggregators
The pool of buyers acquiring Amazon sellers has expanded beyond Amazon aggregators. Thus despite challenges faced by some, the M&A market remains active since it isn't solely reliant on aggregators.
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Amazon's $35 Billion B2B Marketplace
Amazon's B2B marketplace Amazon Business now drives roughly $35 billion in annualized gross sales. More than half of those sales are from third-party sellers.
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Foreign Sellers Outnumber the US on Walmart
Sellers from China, India, Canada, and the U.K. outnumbered the U.S. on the Walmart marketplace over the past year.
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Buy With Prime Sees Little Adoption a Year In
Only low hundreds of brands adopted Buy with Prime a year after Amazon introduced the fulfillment and checkout service in April 2022.
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Amazon’s Fastest Growing Markets
Brazil, Mexico, and Australia are Amazon's fastest-growing markets. Amazon's web traffic has nearly tripled in Brazil in three years, and in Mexico and Australia, it more than doubled.
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Top Amazon Sellers' Longevity
Many of the top Amazon third-party sellers have been at the top for nearly a decade. They persevered despite growing competition, increasing fees, and other headwinds.
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Amazon Made Sales Data Public
Amazon has made approximate sales for each product public on its website and app. The new metric is social proof that helps popular products stand out.
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Made, Sold, and Marketed by China
First, “Made in China.” Retailers went to China to outsource manufacturing. Second, it was “Sold by China.” Chinese manufacturers sold through Amazon. Now, third, “Marketed by China.” Chinese companies are running vertically integrated retailers.
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Target’s Curated Marketplace Turns Four
Four years since its launch, Target's third-party marketplace has just 650 sellers. Target only accepts carefully selected sellers; thus, its marketplace remains the most coveted.
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