Amazon, Walmart, Temu, and Shein Overlap
Amazon, Walmart, Temu, and Shein sell many of the same goods, often sold by the same third-party sellers.
Read more
Articles
Get data-driven insights straight to your inbox. Join the newsletter to receive new articles.
Amazon Fees Only Go Up
Amazon offers dozens of services that sellers and brands can use to grow their businesses. It insists these are optional, and strictly speaking, that is correct. But while Amazon itself doesn't require them, it has created an ecosystem that does.
Read more
Temu Marketplace Launches in the U.S.
Temu has started onboarding sellers with inventory in local warehouses rather than shipping from China. But there are no U.S. sellers yet. Instead, it is Chinese sellers with inventory in the U.S.
Read more
Threecolts Acquires Marketplace Pulse
Threecolts has acquired Marketplace Pulse, an e-commerce industry publication founded by Juozas Kaziukėnas in 2015.
Read more
E-Commerce Needs Walmart
Walmart is Amazon’s only competitor. Everyone else is too small, too niche, or not a good substitute. A bigger Walmart means a better alternative to Amazon, which means a better e-commerce market.
Read more
Amazon's "Significant" Reliance on Chinese Sellers
Amazon acknowledged the Chinese seller market share on its marketplace for the first time, calling it "significant."
Read more
Amazon Sales Top $700 Billion in 2023
Amazon and its sellers sold $700 billion worth of goods in 2023. Gross merchandise volume (GMV) has more than doubled in four years; most of that growth came from the third-party marketplace.
Read more
Temu Marketplace Is Inviting US Sellers
Temu will open its marketplace to U.S. sellers in March and extend to European sellers soon after. The number one most-downloaded shopping app is expanding beyond Chinese sellers.
Read more
Amazon Adds an AI Shopping Assistant
Amazon has added an AI-powered shopping assistant customers could use to ask questions about the products. It is Amazon’s first move in the AI arms race.
Read more
Long-Time Sellers Drive Half of Amazon's 3P GMV
Amazon continues to grow its marketplace by both new sellers joining and long-time sellers staying on for years. There is no measurable fleeing by sellers crushed by changing conditions, nor is there a loss in interest by new sellers.
Read more
