Chinese sellers are seeking to cut reliance on Amazon. Despite Amazon being the main channel for Chinese brands and sellers to reach consumers in Western markets, China has a growing sentiment to “de-Amazonize” cross-border e-commerce.
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Thousands of Etsy sellers closed their shops for the April 11-18th week and are going on strike over increased fees. That's only a tiny sliver of Etsy's active sellers; however, the strike attracted viral attention on social networks and from the media.
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Amazon is allowing Russian sellers to continue selling on its marketplace, while other platforms like Etsy, eBay, PayPal, and Shopify have suspended or restricted Russian sellers.
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Shopify is now nearly 50% as large as Amazon Marketplace after surpassing $54 billion in GMV in the fourth quarter of 2021. Said differently, Amazon marketplace is only two times larger than Shopify.
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Twenty-five cents of every dollar spent shopping online goes to the Amazon third-party marketplace. Were Amazon's marketplace an independent platform, it would be the largest online retailer in the U.S.
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Amazon ranked fourth in global shopping app downloads in 2021 - they were the number one most-downloaded app in 2020. Amazon is still first in the U.S. rankings, but Shopee, Shein, and Meesho leapfrogged it in global rankings.
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The fourth edition of Year in Review is a collection of stories, insights, and data, all told through forty charts. 2021 was the year of broken supply chains, Amazon aggregators, more advertising, Shopify's almost-marketplace, and one unanswered question - did the pandemic boost e-commerce after all?
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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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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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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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