Amazon’s New CEO, Andy Jassy, Can Either Help Workers and Sellers—or Automate Them Away
Amazon is also a partner with approximately 2.4 million active marketplace sellers, who generate the majority of sales on its retail platform.

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Amazon is also a partner with approximately 2.4 million active marketplace sellers, who generate the majority of sales on its retail platform.
“Amazon’s competition like Walmart and Target have finally started to make the right moves and are enjoying success in markets where Amazon is lacking, like online grocery,” Juozas “Joe” Kaziukenas, founder of Marketplace Pulse, which covers Amazon told The Post.
Juozas Kaziukenas, founder and CEO of Marketplace Pulse, said the biggest challenge for Jassy is to be seen not as someone Bezos left the company he built to run, but rather as someone who will continue to build it.
“Escaping the founder’s shadow is his number one task to keep innovation happening, to keep attracting talent and to discover what’s next for the company in decades to come,” Kaziukenas said. “Microsoft’s Satya Nadela did this really well, when Bill Gates stepped down as CEO in 2014.”
De todos los nuevos vendedores incorporados a la plataforma en enero, un 75% tiene la sede en el país asiático, señala el último informe de la consultora Marketplace Pulse a través del análisis de 40.000 minoristas en los principales mercados de la compañía.
“Zero percent fees on zero dollar sales is still zero,” said Juozas Kaziukėnas, founder of the marketplace tracking site Marketplace Pulse. To sellers, he said, the lack of commission fees is an attractive proposition, but it ultimately matters less than the number of customers on that marketplace.
“Amazon sellers have realized that a lot more people are buying from independent websites than before,” wrote Juozas Kaziukėnas in Marketplace Pulse. “Shopify happens to be a popular tool to build one.”
As Kaziukėnas wrote, “Amazon is in the business of getting more people to shop on Amazon. Building tools for brands to host independent stores could drive some revenue and maybe even provide benefits to Prime members, but it would not fuel the Amazon flywheel.”
Just over one in 10 clicks will on average result in a buy, according to Marketplace Pulse, an ecommerce research firm.
“While leaders in the space are getting bigger and the bigger, the harder it gets for Google to compete with them,” said e-commerce analyst Juozas Kaziukėnas. “It would take a massive change in the way we [shop] and it’s just unclear what it wants to do to become a serious player in shopping. It looks like they’re shooting for a few different ideas but there’s no master plan for what they want to become when it comes to commerce.”
So the Goodthreads managers took steps to help searches for “J.Crew” show results that included Goodthreads, according to the person. Goodthreads is now one of Amazon’s top 10 private-label brands, according to e-commerce intelligence firm Marketplace Pulse.
Independent merchants on Amazon’s vast marketplace will make more than $200bn of sales this year, analysts predict, and tens of thousands of them have revenues of more than $1m a year, according to industry experts.
New ecommerce start-ups are raising huge rounds to buy up small Amazon Marketplace sellers. Source: Marketplace Pulse.
一体、アマゾン経済圏の裏側で何が起きているのか。その真相を知るため、NewsPicksは、Heydayでアドバイザーも務める、Marketplace Pulse創業者のジョー・カジウケナスにインタビューを敢行し、新たな「金脈」のすべてを聞いた。
──Heydayなど、アマゾン・ネイティブ・ブランドたちを買収する企業の狙いは何なのですか。
彼らは、すべてアマゾン上でブランドを買収し、立ち上げ、運営しています。
Juozas “Joe” Kaziukėnas, founder and CEO of Marketplace Pulse, a service that tracks Amazon performance, agreed so far, so good.
“It’s clear that both Amazon and the rest of the e-commerce world didn’t break completely — everything is still moving at a high enough pace that it’s been manageable,” he said.
“Wish is focused on price, rather than convenience and fast shipping, almost to a fault,” said Juozas Kaziukėnas, founder of the research firm Marketplace Pulse.
“They’re underperforming the e-commerce market both in the U.S. and Europe,” says Juozas Kaziukenas, founder of the research firm Marketplace Pulse. “That, to me, is a concern.”
“They are quite literally buying sales,” Kaziukenas says. “I don’t know where that goes in the future, as Facebook and other marketing channels become more expensive. That’s a channel that will continue to eat into any sort of profitability.”
Amazon India’s base of 7 lakh sellers, which are mostly micro-businesses, recently surpassed the U.K. and Germany marketplaces to become the second-largest marketplace in terms of the number of sellers. In fact, Amazon has been onboarding more sellers on its India marketplace than in other markets where it is present except the US, according to Marketplace Pulse research. The company has been adding 20,000 sellers over the past few months.
“If Amazon optimised shopping for convenience, Wish is by far optimised for price, says Juozas Kaziukėnas, the chief executive of Marketplace Pulse, which monitors ecommerce.
“By focusing on price, you give up the rest, which in the case of Wish is shipping speed.”
A more imminent danger is that the cheap shipping that Wish has been built on is coming to an end.
“Wish is using a business model with an expiration date,” says Kaziukėnas.
“It’s not clear when the expiration date is going to come. But it’s coming.”
“For years, Amazon has grown faster than the overall market,” said e-commerce analyst Juozas Kaziukenas. “For the past couple of quarters, it is the rest of the market that has seen a massive acceleration. It’s a pretty unique moment.”
Bezos’s goal is to turn Amazon into the rails on which all e-commerce runs. “Physical infrastructure of e-commerce is going to be the biggest battlefront for the future,” said Kaziukenas.
Ainsi, d'après les données compilées par le site Marketplace Pulse, 7 700 commerçants européens ont réussi à dépasser le million de dollars de ventes en 2019. Parmi eux, seulement 300 étaient français. Les vendeurs allemands et britanniques figurent en tête.
Fashion analyst Juozas Kaziukenas, from Marketplace Pulse, said: 'Shein seem to be killing it. It's a pretty fascinating company. There's a huge untapped demand for affordable fashion. We've had H&M, Zara and Asos. Shein has taken it one step further.
It’s unclear whether consumers will actually select no-rush shipping at checkout, since even with a digital reward, “it’s a pretty hard sell,” said Juozas Kaziukenas, who runs e-commerce research firm Marketplace Pulse.
“Amazon can’t just push people into weeklong deliveries, because there’s already plenty of people who complain about Prime and not getting things in two days,” Kaziukenas said. “If they did it aggressively, that would only increase.”