Amazon Aggregators Raised Over $12 Billion in 2021
Amazon aggregators raised over $12 billion in 2021 - that's at least a billion dollars for twelve months in a row. The amount raised includes both equity and debt financing.
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Amazon Seller Valuations Have Doubled
Amazon seller valuations have doubled since the start of 2020. There were only a few buyers then, and the concept of selling an Amazon seller business seemed far-fetched. Sellers were heavily undervalued, and the market is now catching up.
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Shopify’s Almost-Marketplace
Shopify insists that they won't build a marketplace, but the Shop app has recently become one. The app now allows discovering merchants, adding their items to a shopping cart, and checking out - all without leaving the app.
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Covid Didn’t Accelerate E-Commerce
U.S. e-commerce penetration is currently at levels it would have reached even if the pandemic didn't happen. While Covid boosted e-commerce spending in 2020, that acceleration perhaps wasn't a step-change after all.
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Walmart Fulfills 25% of Its Marketplace Sales
WFS, a fulfillment service Walmart launched less than two years ago, already fulfills 1/4 of Walmart marketplace sales. Walmart is on a path to making the marketplace invisible to shoppers.
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U.S. Is Amazon’s Least Competitive Marketplace
The U.S. is Amazon's least competitive marketplace. Despite having the highest number of sellers, they each receive more traffic per seller than on the other marketplaces.
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Amazon Is the Default Search Engine
Two years ago, Nike stopped selling its clothes and sneakers directly to Amazon. The brand has since done exceptionally well scaling its digital sales. And yet, consumers continue to look for Nike on Amazon.
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Amazon Lost Covid Boost
In the third quarter, Amazon reached sales levels it would have gotten to even without the pandemic boost. Amazon appears to have lost all the e-commerce spending acceleration.
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Walmart Adds 5,000 Chinese Sellers to Marketplace
Since opening the marketplace to international sellers in March, Walmart has added 5,000 sellers from China. They represent more than 10% of all new sellers.
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Amazon Will Avoid Empty Shelves
Despite disruptions to global supply chains and Amazon's warehouse space restrictions, inventory levels at Amazon warehouses are high. As other retailers are fearing empty shelves, Amazon has turned its vast marketplace into an advantage.
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