eBay’s Aging Seller Population
A growing share of sales on eBay comes from sellers selling on it for over five years. More than half, from those who joined ten years ago. That indicates shrinking interest from new sellers.
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Amazon Slips to 4th in Global Shopping App Rankings
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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Marketplaces Year in Review 2021
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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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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Seen on Netflix, Sold on Amazon
The #1 most-searched term on Amazon is "squid game costume." Netflix's hit dystopian thriller "Squid Game" spawned a craze for Squid Game costumes less than two weeks after the show was released.
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Amazon Is Adding Employees Faster Than Revenue
Amazon went from $229,000 quarterly revenue per employee ten years ago to $84,000 now. The ratio has more than halved, despite Amazon scaling automated businesses like AWS, marketplace, advertising, and others during that time.
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Google Promised a Marketplace but Then Gave Up
During 2019-2020, Google actively recruited sellers and attended conferences to promote its Google Shopping marketplace. What appeared like a new competitor in the marketplaces ecosystem seems to have since been abandoned.
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eBay’s Plan Is More Ads
eBay is introducing more advertising types as sellers are increasingly promoting their listings. It hasn't found a way to grow sales on the platform but is getting better at monetizing them.
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Walmart Surpasses 100,000 Marketplace Sellers
Walmart marketplace has doubled in size in twelve months to reach 100,000 third-party sellers. It has doubled for the second year in a row.
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Shopify Won’t Build a Marketplace
A year ago, Shopify launched a consumer shopping app called Shop. Many called it a step towards a marketplace. However, despite being downloaded tens of millions of times, Shopify didn't implement any marketplace features.
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