Businesses from California, Florida, Texas, New York, and New Jersey represented nearly half of the 75,000 new Amazon sellers in the U.S. over the past twelve months. There was no acceleration in the number of new sellers amid the pandemic, however.
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In July, Google announced that it would take steps to bring more sellers and products onto its shopping marketplace by reducing commission fees to zero. Two months later, there is no noticeable acceleration in the number of sellers.
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The Prime-enabled assortment has recovered to pre-COVID levels after Amazon’s decision in March to temporarily stop accepting shipments of non-essential goods to its warehouses resulted in supply disruption. From May to July, a twelve month low of the top Amazon sellers offered Prime shipping for most of their catalog.
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Despite Amazon's attempts to foster cross-border e-commerce, most of the sales volume on its worldwide marketplaces comes from first, domestic, and second, Chinese sellers. Other countries combined represent a small percentage.
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9% of Amazon's sales in the Clothing, Shoes & Accessories department are from its private label brands. In response to House Antitrust Subcommittee questions following the July 29th hearing, Jeff Bezos included a breakdown by department of Amazon's private label brands share of total sales.
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Retailers continue to launch marketplaces to fix their lacking online presence by offloading the work to third-party sellers; however, those marketplaces never work.
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Italy, India, Germany, Japan, France, and the U.K. - Amazon's key international markets - lagged behind the U.S. in web traffic growth. While others, especially Australia and Canada, outpaced it. Across all seventeen marketplaces, Amazon added one billion monthly visits and was up 24%.
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AmazonBasics products are not benefiting from the pandemic opportunity - the number of AmazonBasics best-sellers has remained flat for over twelve months. Generally, private label products do well in periods of recessions and pandemics. Amazon’s private label products did not.
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Amazon started displaying business names and addresses for the millions of sellers in the U.S. marketplace on September 1st. The change puts the U.S. marketplace in line with its European, Japan, and Mexico marketplaces, where local laws require business details to be public.
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Walmart Fulfillment Services (WFS) that allows third-party sellers to store and fulfill inventory from Walmart's warehouse is powering less than 0.1% of the two-day enabled products. Only 150 sellers out of the 54,000 total have started using the service launched six months ago.
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