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Journalists all over the world rely on Marketplace Pulse insights and data for their stories. Marketplace Pulse works with leading magazines, newspapers, and online publications, including The Wall Street Journal, The New York Times, The Washington Post, Bloomberg, and CNBC.

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Modern Retail

"According to Marketplace Pulse..."

Journalists all over the globe rely on our insights and data for their stories. Here are some of the most recent articles Marketplace Pulse was featured in.

Arnault-Backed Razor Buys Perch in Amazon ‘Aggregator’ Shakeout

“This seems to be the year where the few aggregators that are doing well are raising more capital and swallowing the rest,” said Juozas Kaziukenas, the chief executive officer of Marketplace Pulse, which has tracked the industry. “We’re going to go from about 100 aggregators at the peak to a dozen or so that survive.”

Bloomberg
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TikTok Shop listings are surfacing on Google Shopping

Juozas Kaziukėnas, founder and CEO of retail data analytics firm Marketplace Pulse, said he has also noticed TikTok Shop listings appearing in Google’s Shopping tab recently. “Google remains the most popular search engine for shopping,” Kaziukėnas said, although some data suggests Amazon has overtaken the top spot, “And TikTok capturing some of that is not surprising.”

Kaziukėnas said the way products currently sell on TikTok Shop largely revolves around the content created on the platform to promote the products. “However, it’s not an alternative or replacement for search-based shopping,” Kaziukėnas said.

As a well-established search engine with a major advertising component, Kaziukėnas said Google Shopping results also allow people to compare similar styles, features and prices across retailers. “This is not TikTok’s strength,” he added. “TikTok Shop is for impulse buying when you are flipping through videos on the app, and one of them interests you enough for you to buy the product it is featuring.”

Still, Kaziukėnas doesn’t think TikTok Shop will rely on search-based shopping as a major customer acquisition channel, “and thus their ads on Google shopping are not going to be key drivers.”

“TikTok Shop is a shopping experience self-contained inside of the TikTok app and driven by content, rather than search,” he said.

Modern Retail
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Temu’s Super Bowl 2024 commercial aired 5 times—here are the results

“As low production as it was and as cringey as it might appear to run the same ad five times, it seems to have worked really well in terms of how many people saw it and how many of those people ended up looking for Temu and installing the app,” said Juozas Kaziukėnas, founder and chief executive of Marketplace Pulse, which analyzes e-commerce marketplaces.

Ad Age
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The founder who launched the ‘Amazon of Latin America’ from a parking garage has transformed retail in the region—and earned himself $7 billion

In 2017, the company expanded into the credit business, offering financing to customers and merchants to make purchases, build out their businesses, and even pay taxes. In the third quarter of 2023, fintech accounted for over 43% of MercadoLibre’s revenue of $3.8 billion. “MercadoLibre is really a payments company,” says Juozas Kaziukenas, founder of business intelligence firm Marketplace Pulse.

Fortune
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Meta’s continued rally could hinge on the fortunes of upstart retailers Temu and Shein

Additionally, Amazon has been courting Chinese companies to use its platform and to fend off competition from Temu and Shein. Chinese sellers are buying accompanying ads, helping bolster Amazon’s ballooning advertising business, said Juozas Kaziukenas, CEO of e-commerce intelligence firm Marketplace Pulse.

“It’s really misunderstood and underappreciated how much of the advertising industry directly depends on China,” he said.

CNBC
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Can Alibaba Deliver?

“Alibaba may have started the cross-border e-commerce model before anyone else, but for the majority of the last five to ten years it was very passive in its marketing and developing the product,” says Juozas Kaziukenas, founder of Marketplace Pulse, an e-commerce intelligence firm. “Shein inovated on this by focusing on clothing, a much more tightly controlled supply chain. And Temu launched with very aggressive marketing and budgets nobody else has applied before to Western markets. Only in the last year has Alibaba woken up.”

The Wire China
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Temu is planning to open up its marketplace to U.S. and European sellers

Currently, the research firm Marketplace Pulse estimates Temu has more than 100,000 merchants based in China that sell goods on its platform. Factories act as merchants and ship their products to Temu warehouses in China, which are then delivered directly to consumers in the U.S. and other countries.

Associated Press News
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Amazon is testing a new generative AI shopping assistant

But now we know that Amazon is testing a new feature, powered by generative AI, on its iOS and Android apps that can answer a user’s questions about a specific product in a natural-sounding way. Customers can ask questions like “Would this shirt fit someone who is five foot three inches?” or a more creative one like, “Can you make up a joke with this shirt?” and instantly receive a response that pulls from previous reviews and customer questions. The new rollout was first spotted by the market research firm Marketplace Pulse.

Quartz
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Amazon’s AI-written product reviews aren’t as bad as you think

Juozas Kaziukenas, founder of the e-commerce research firm Marketplace Pulse, pointed out that since Amazon started the AI-generated review summaries last year, the company has tweaked them to highlight terms or features that apparently come up a lot in customer ratings.

“If this grows, that will become yet another part of the Amazon game — getting the right kind of reviews mentioning the right kind of things to make the algorithm summarize it best,” Kaziukenas said.

Washington Post
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Shein Found Amazon’s Weakness

Juozas Kaziukėnas of Marketplace Pulse sketches Amazon’s basic predicament: "Shein is an order of magnitude smaller than Amazon — its gross merchandise value this year, more than $40 billion, is less than 10% of Amazon’s. But most of that $40 billion is in clothing, which Shein is best known for and strongest in. Its supply chain, tuned to introduce thousands of new designs daily while dynamically adjusting which products get manufactured, is uniquely fit for clothing. It is the biggest online-native clothing retailer."

New York Magazine
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What Coupang hopes to get out of its Farfetch acquisition

“If Coupang was to go after Western markets in the same way PDD did with Temu or Alibaba with Miravia, I’m not sure if having Farfetch accelerates that at all. I expect the most likely outcome is Coupang will continue to operate Farfetch as-is,” Kaziukenas wrote in an email.

Modern Retail
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Amazon: Glänzendes Geschäft

Den begehrten Platz ganz oben lässt sich der Konzern bezahlen. "Amazon reserviert inzwischen einen Großteil des Platzes auf der Internetseite für bezahlte Werbung. Heute sind die ersten Suchergebnisse alle gekauft", sagt Juozas Kaziukenas vom Marktforschungsunternehmen Marketplace Pulse. "Selbst Händler mit guter Ware müssen Werbung kaufen, um auf Amazon überhaupt sichtbar zu sein."

Die Zeit
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Amazon Reduced Seller Fees to Compete With Shein

But reducing seller rates may not be enough for Amazon to take apparel market share from Shein, wrote Juozas Kaziukėnas, founder of e-commerce intelligence firm Marketplace Pulse.

"Amazon doesn't have the tens of millions of followers Shein has on Instagram nor the billions of views Shein hauls have on TikTok," he wrote in a blog post. "Focusing on fees is missing the forest for the trees."

Business Insider
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The new scapegoats: Brands are blaming Temu & Shein for poor business performance

At the same time, sources said, not all of retailers’ problems can be attributed to Shein or Temu. Rather, businesses need to take responsibility for certain decisions and find the best way to pivot. As Juozas Kaziukėnas, founder and CEO of Marketplace Pulse, put it, “For brands and retailers that hope to compete with Shein and Temu on price, there is little hope. But price is just one of the variables. Optimizing for those is how they can win.”

Modern Retail
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