The Amazon and Shopify Venn Diagram
The overlap of sellers that sell on both Amazon and Shopify is growing. What used to be separate and distinct groups of entrepreneurs is converging.
Read more
Articles
Get data-driven insights straight to your inbox. Join the newsletter to receive new articles.
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.
Read more
Amazon Will Pay Brands To Drive Traffic to Amazon
Amazon reduced the transaction fee to 5% from the typical 15% for sales originating from brands bringing the shopper to Amazon. Amazon is trying to incentivize brands to invest in marketing on platforms like Facebook and Google but link to Amazon instead of their e-commerce website.
Read more
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.
Read more
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.
Read more
Shopify Is 40% As Big as Amazon Marketplace
Shopify is now the size of 40% of Amazon Marketplace after nearly doubling in 2020. It was just 25% two years ago. The important thing is not whether Amazon and Shopify are comparable - they are not - but the readiness of brands to sell directly to consumers.
Read more
Amazon's Shopify Problem
Amazon has always operated as if no other sales channel matters. And as if none will matter. But 2020 was maybe the last year it grew its market share of e-commerce. Shopify came to represent that change.
Read more
Amazon Seller Acquisition Market
Nearly $1 billion in fresh capital has been committed in 2020 to Amazon aggregators looking to acquire Amazon sellers and brands. The market had a breakout year because of three factors: the pandemic accelerating spending on Amazon, Thrasio raising hundreds of millions of dollars, and Anker, an Amazon-native brand, going public.
Read more
Introducing Marketplace Pulse 100
Marketplace Pulse 100 ranks the most important companies in the e-commerce marketplaces ecosystem. Tens of billions of gross merchandise volume (GMV) on various marketplaces are transacted, enabled, or managed by one of them. The rank considers the company’s size, capital raised, estimated user base, and industry influence.
Read more
Stores Were Behind Q2 E-Commerce Growth
U.S. e-commerce grew 44.5% in the second quarter, the fastest growth in over two decades. While online platforms like Shopify and Etsy posted record-breaking numbers, big-box retailers ready for curbside pickup and delivery grew the fastest.
Read more
