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Whatnot Found Live Commerce's Sweet Spot

Whatnot Found Live Commerce's Sweet Spot

Shopping platform Whatnot's rapid growth to multi-billion dollar GMV proves live streaming commerce works when built for entertainment first and conversion second.

Amazon's Longest Prime Day and Biggest AI Test

Amazon's Longest Prime Day and Biggest AI Test

The newly extended Prime Day 2025 will determine whether Amazon's AI shopping features can solve the fundamental problem that has plagued the event for years: helping shoppers discover what they actually want among millions of deals.

Walmart Marketplace Experiences Record Growth

Walmart Marketplace Experiences Record Growth

Walmart's marketplace has crossed 200,000 active sellers for the first time, driven by the fastest seller acquisition rate in the platform's history.

Another Billion-Dollar Creator Brand

Another Billion-Dollar Creator Brand

Hailey Bieber's sale of Rhode to e.l.f. Cosmetics for $1 billion this week adds to a growing list of creator-founded brands leveraging attention as their primary asset.

U.S. Is Amazon’s Most Beginner-Friendly Marketplace

U.S. Is Amazon’s Most Beginner-Friendly Marketplace

Amazon's U.S. marketplace continues to be the most conducive environment for new sellers to achieve their first sales, with over 73% of sellers who registered in the past 12 months going on to make sales.

Amazon Is Less Competitive Than Four Years Ago

Amazon Is Less Competitive Than Four Years Ago

Amazon sellers now face less competition than in 2021, with over 30% more traffic per active seller available across its global marketplaces. The competitive shift provides a notable counterbalance to Amazon's maturing marketplace challenges.

Trump Trade War Creates COVID-Like Dynamic

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

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.

Data

Data

Proprietary software parses raw data to extract critical pieces of structured data on brands, products, categories, and sellers.

Research

Research

We analyze the data and share insights as research reports and articles.

Analysis

Analysis

We believe that data is better than opinions for understanding what's next in e-commerce.

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