Shein Is the Most-Downloaded App in the U.S.
Shein, a fast-fashion marketplace, is currently the most-downloaded app in the U.S., surpassing giants like TikTok, Instagram, and Twitter and far ahead of Amazon.
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Chinese Sellers Don't Want to Rely on Amazon
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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Amazon Is Adding Thousands of New Sellers Daily
Thousands of new sellers are joining the Amazon marketplace every day. For over five years, the figure has remained virtually unchanged.
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American Sellers Retaking Market Share on Amazon
American sellers have been gaining market share on Amazon for over a year, reversing the multi-year trend of losing to predominantly Chinese sellers.
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Unbundling eBay
Hundreds of companies took a category on eBay and improved selection, experience, or business model. Combined, they are larger than eBay and have valuations exceeding eBay's multiple times.
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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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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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Banned Chinese Sellers Are Suing Amazon
A group of banned Chinese sellers filed a class-action complaint against Amazon. They seek to recover funds amounting to over $550,000 that are "being illegally and improperly withheld by Amazon."
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Chinese Sellers Losing Market Share on Amazon
Chinese sellers have been losing market share on the Amazon marketplace for most of 2021. This year, after increasing market share for years, the trend has unexpectedly reversed.
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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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