Amazon Attempts Social Commerce
Amazon hopes to figure out social commerce before social networks can solve shopping. It announced TikTok-like functionality that could turn Amazon into a discovery destination.
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Amazon Seller M&A Market Active Despite Aggregator Struggles
Amazon seller acquisitions declined only slightly in 2022 despite slow e-commerce growth and rising interest rates. Seller valuations have decreased, but more buyers that don’t call themselves aggregators allowed strong businesses to stay in demand.
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SaaS Unicorns Built on Amazon Marketplace
A dozen startups became unicorns betting on the Shopify ecosystem. Amazon has zero. A lot of capital is racing to change that.
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Fulfillment by Amazon Chokehold
Amazon has tied selling on Amazon to its fulfillment service, FBA. But it now chaotically restricts how much space it allocates to sellers while at the same time raising fees.
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US E-Commerce Sales Surpass $1 Trillion
E-commerce spending in the U.S. exceeded $1 trillion over the past twelve months. A milestone that pre-pandemic trends predicted would only occur in 2024.
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Shopify Tests Universal Search
Shopify now allows customers to search for items across all Shopify merchants. The Shop app is thus a complete marketplace. However, the functionality is yet to be available to all users.
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Chinese Sellers Didn’t Quit Amazon
Chinese sellers have recouped the market share they lost on Amazon over the past two years. It looked like they were abandoning Amazon for a while, but that has since turned out false.
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Amazon Ad Business Growing Faster Than Google, Facebook
Amazon's ad business outpaced Google's and Facebook's growth every quarter for the past three years. It's still smaller, but Amazon is not competing with retailers for advertising dollars - it is going after Google and Facebook.
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Amazon's Covid Bump Fades
Amazon's growth is slowing, but so has the overall e-commerce sector. Its sales are still in-line with the pre-pandemic trendline.
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Everything on Walmart Ships from Walmart
80-90% of search results on Walmart ship from its warehouses. Over the past few years, Walmart has pushed its third-party sellers to offload fulfillment to Walmart.
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