Amazon Launches in Ireland as Expansion Strategy Evolves
Amazon launched in Ireland on March 18th, marking its 23rd global marketplace and 11th in Europe. It follows the launch of South Africa in 2024 and is part of an expansion strategy that is evolving both by default and design.
Etsy Lost 1.4 Million Active Sellers in a Year
Etsy's active seller count has declined for the third consecutive quarter, dropping from a high of 7 million to 5.6 million in the latest figures, indicating a significant contraction in Etsy's seller ecosystem, bucking the growth patterns seen at competing marketplaces.
TikTok Shop Steps Up European Expansion Amidst U.S. Uncertainties
TikTok Shop is rapidly expanding into Europe while facing existential uncertainty in the United States. The platform is now hiring for nearly 100 TikTok Shop-specific roles across Europe.
Software Aggregators Thrive While Amazon Aggregators Falter
Software aggregators focused on Amazon seller tools are securing nine-figure exits. In contrast, brand aggregators continue massive layoffs, with Carbon6's recent $210 million sale to SPS Commerce validating the software model's superior resilience.
American Sellers Are Losing Walmart to China Too
In 2024, Chinese sellers made up nearly half of the new sellers added to Walmart's marketplace, accelerating the platform's transformation into yet another channel dominated by Chinese merchants.
Amazon Steers Third-Party Seller Share To All-Time High
Amazon's third-party sellers accounted for an all-time high of 62% of units sold in Q4 2024, though this is more by Amazon's design than sellers' dominance.
China's De Minimis Boom Goes Bust
China-based e-commerce platforms built multi-billion dollar businesses by exploiting a customs loophole. That loophole – Section 321 'de minimis' thresholds – is now closed, and with it, the current era of ultra-cheap direct-from-China retail.
Amazon Offers 90% Discount on Some Items on Haul
Amazon Haul is offering its deepest discounts yet, with some items reaching up to 90% off through layered promotions, as Amazon continues aggressive subsidization despite the looming changes to the de minimis import threshold.
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