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Shopify’s Almost-Marketplace

Shopify’s Almost-Marketplace

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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Covid Didn’t Accelerate E-Commerce

Covid Didn’t Accelerate E-Commerce

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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Amazon Lost Covid Boost

Amazon Lost Covid Boost

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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The Amazon and Shopify Venn Diagram

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.

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Google Promised a Marketplace but Then Gave Up

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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Amazon Will Pay Brands To Drive Traffic to Amazon

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.

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Walmart Surpasses 100,000 Marketplace Sellers

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

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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Shopify Is 40% As Big as Amazon Marketplace

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.

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Amazon's Shopify Problem

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.

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