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Amazon Officially Not a Retailer

In the latest quarter, Amazon online sales accounted for less than 50% of the company's total revenue. For the first time since the company was founded in 1994, Amazon generated more revenue from AWS cloud hosting, Prime memberships, the third-party marketplace, and advertising, than it did from selling products online.

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Amazon Flexes One-Day Delivery

Amazon waited for the competition to catch up and is now playing both defense and offense by flipping the switch to enable free one-day shipping.

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eBay Marketplace Shrinks

eBay reported $21.5 billion in GMV in Q1, down -4% year-over-year from $22.5 billion on an as-reported basis and -1% on a foreign exchange (FX) neutral basis. Further, for the last four quarters, sold-item growth was 0% – zero percent.

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Reverse Engineering Amazon Customers

The anecdote answer to the question “How do you feel about the data you’re getting from Amazon?” is “What data?” Brands and merchants often critique Amazon for the lack of data available. However, the limited data it does provide is enough to reverse engineer the supply and demand matrix.

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Amazon Failed in China, China Won on Amazon

After a decade of trying Amazon is giving up on the one market it failed to grow. However, while Amazon struggled to grow, not only has China e-commerce exploded in growth, so has the number of successful businesses from China selling through Amazon.

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Playing Apple Roulette on Amazon

The biggest challenge for Amazon for decades to come is making the marketplace customer-obsessed. Today, in some categories even increasingly, it is abuse-obsessed.

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Hey Alexa, Find Me a Fake Louis Vuitton Bag on Amazon

It is comically easy to find counterfeit or otherwise infringing goods on Amazon. Luxury products from brands like Louis Vuitton, Balenciaga, or Gucci are not for sale on Amazon, but many shoppers are looking for them. Instead they find look-alike copies.

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Amazon's Ad Business Market Share Bigger Than Thought

While only 8.8% of the total advertising budgets were spent on Amazon last year, 18% of retail advertising was spent on Amazon. Amazon's market share of retail advertising is estimated to grow to 23% in 2019. It will surpass Facebook then.

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Amazon Counterfeits Bottleneck

Brands and customers have been waiting for a solution from Amazon for years. The thing is, Amazon cannot solve counterfeits. Not without changing the fundamental structure of the marketplace it operates or slowing down its Fulfillment by Amazon (FBA) warehouses to a halt. Amazon cannot solve this because it - Amazon the company - is the bottleneck.

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