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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.

Tariffs probably won't help U.S. Amazon sellers

"Despite promises that tariffs will help American businesses, historical evidence shows they simply make products more expensive for American consumers while failing to shift market share to domestic sellers," said Ben Donovan, analyst at e-commerce consultancy Marketplace Pulse.

Chinese sellers overtook Americans on Amazon in 2024, accounting for more than half of top 10,000 sellers by revenue, according to Marketplace Pulse.

On Walmart Marketplace, Chinese sellers now account for around 28% of active merchants, up from less than 1% at the start of 2021, Marketplace Pulse said.

Consumer Affairs
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The number of China-based sellers on Walmart’s third-party marketplace has skyrocketed

Chinese sellers now represent 28% of all active third-party sellers on Walmart, according to Marketplace Pulse. "They are trying to replicate as many of the routes to growth as Amazon has modeled," Ben Donovan, insights lead for Marketplace Pulse, told Modern Retail. "That was a big part of [Amazon's] strategy to open up the selection, to really court Chinese sellers and invite them to be a main part of the platform.”

Modern Retail
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Who are you really buying from online?

The number of Chinese businesses selling through Amazon Marketplace has steadily risen, many based in the electronics hub Shenzhen. In the UK they made up 39% of the top 10,000 sellers in December, up from 20% eight years ago, according to Marketplace Pulse, an e-commerce research firm.

Which?
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Why Chinese Ecommerce Ad Budgets Hang In The Balance

Last year, Chinese third-party sellers became an outright majority of all sellers on Amazon, and they dominate the top sellers list, according to Marketplace Pulse data. Walmart’s third-party marketplace is now made up of 30% Chinese seller accounts, up from 20% a year ago.

AdExchanger
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TikTok is banned but still alive. How?

China’s Xiaomi, the world’s third-largest smartphone maker, and electric vehicle powerhouse BYD have focused on the rest of the world outside the United States. The United States is probably the largest market for Temu but “just barely,” said Juozas Kaziukenas, founder of the e-commerce research firm Marketplace Pulse.

Washington Post
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Brands are among the ‘TikTok refugees’ flocking to RedNote

As such, RedNote is probably just a cultural blip, at least where brands are concerned, according to Juozas Kaziukėnas, founder of Marketplace Pulse.

“RedNote is a blink of a moment, like a small, knee-jerk reaction thing,” he said. “It’s not going to be the place for TikTok users to go and somehow continue doing their thing.”

Modern Retail
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What a $20,000 container house for sale on Temu says about its ambitions

“We’ve seen tractors for sale. We’ve seen furniture for sale. We’ve seen e-bikes for sale,” said Juozas Kaziukėnas, founder of Marketplace Pulse.

“Early on, Temu focused on being able to shock consumers with these super cheap items over time. It’s trying to do less of that,” he said. “If anything, Temu is trying to not only sell more expensive items but also sell more items at the same time to increase the average order value and thus achieve better unit economics.”

Modern Retail
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What TikTok’s legal battle to stay in the U.S. means for brands

The loss of TikTok Shop as a marketplace in the U.S. will also have a detrimental impact on the growth of live shopping in the country. Although social media channels like YouTube Shorts and Instagram Reels “have replicated the core TikTok experience” and therefore will see users and creators migrate to those platforms, they are not social commerce platforms, according to Juozas Kaziukėnas, founder and CEO of Marketplace Pulse. As such, a TikTok ban will significantly erode the growth of live shopping in the U.S.

As Kaziukėnas put it, “While brands that sell through TikTok Shop will shift their ad budgets and focus to other channels, those will not be social commerce.”

Modern Retail
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Temu’s Takeover Is Now Complete

Temu, which is owned by PDD, one of the biggest ecommerce giants in China, is moving and pivoting at a speed that its Western counterparts can’t really grasp, says Juozas Kaziukėnas, founder of the ecommerce intelligence firm Marketplace Pulse. “When you look at a company like Temu, it's going a thousand miles an hour,” he says.

Kaziukėnas believes the most important thing Temu did this year was quickly switch its focus away from shipping small packages through air cargo and start building local inventory supply chains in the US and other countries. “This year, it started with 100 percent of goods coming from China; now in the US, 50 percent of them are coming from local warehouses. For Western marketplaces, these types of changes would have taken years,” Kaziukėnas says.

Whether Temu can overcome these hurdles will depend on how fast the company can adjust its supply chain and pivot away from the most troublesome aspects of how it operates—before regulators take action. “What Temu was, is, and what Temu will be in the future are perhaps different things,” Kaziukėnas says.

Wired
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Year in Review: Looking Back on China-Founded E-Commerce in 2024

Juozas Kaziukenas, founder of Marketplace Pulse, said that indicates a certain agility some critics didn’t think the company had.

“The biggest change [to low-cost e-commerce] this year was the aggressive move to storing inventory locally, or to selling inventory that is already stored locally, as opposed to shipping goods from China. That, I think, is most applicable to Temu,” Kaziukenas said. “Knowing that de minimis changes are coming…this is only going to get accelerated next year.”

Sourcing Journal
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