Trump Trade War Creates COVID-Like Dynamic
Booked shipping volumes from China to the U.S. have plummeted by almost 60% in recent weeks as carriers blank sailings on a scale not seen since COVID. As trade restrictions now ease, pent-up demand will send container rates rising again, echoing post-pandemic trends.
Paradoxical Tariffs Will Benefit Chinese Sellers
The newly heightened tariffs on Chinese imports should theoretically benefit American businesses. However, paradoxically, they will have the opposite effect, further cementing the dominance of Chinese sellers in American marketplaces.
The Calm Before An Inevitable E-commerce Storm
The e-commerce industry is bracing for impact as U.S.-China trade tensions intensify. Following the introduction and rapid escalation of reciprocal tariffs on Chinese goods by the Trump administration, the expected impact on tariff income, shipment volumes, and price trends has not yet taken hold, but will soon.
Temu and Shein Conceding U.S. Market Share
Temu and Shein are rapidly losing their dominant positions in U.S. app stores as the May 2nd de minimis exemption suspension approaches - a clear signal that the direct-from-China shopping revolution is facing its first real market correction.
Trump's Tariffs Won't Save American E-commerce
Aggressive China-specific tariffs announced and rapidly escalated by the Trump administration will not reverse the fundamental dynamics that have led Chinese sellers to dominate U.S. e-commerce marketplaces. Historical evidence shows they simply make products more expensive for American consumers.
Veteran Amazon Sellers Increasingly Dominate
Over 60% of the current top 10,000 sellers on Amazon.com registered on the marketplace before 2019. Despite thousands of new sellers joining daily, the marketplace elite remains largely stable, with pre-2019 cohorts maintaining their dominance.
Japan the Last Amazon Marketplace Where Local Sellers Dominate
Japan is the only remaining established Amazon marketplace where local sellers represent the majority, with 54% of active sellers being Japanese businesses. This stands in stark contrast to most other Amazon marketplaces, where Chinese sellers increasingly dominate and local seller representation continues to shrink.
69% of Amazon Sellers Sell in Just One Marketplace
Amazon continues to add international marketplaces, but most sellers aren't following them across borders. Despite Amazon's efforts to make global selling easier, nearly 70% of sellers remain active in just one marketplace.
Data
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Research
We analyze the data and share insights as research reports and articles.
Analysis
We believe that data is better than opinions for understanding what's next in e-commerce.
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