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Amazon’s Shopping AI Is Confident and Wrong

Amazon’s Shopping AI Is Confident and Wrong

Amazon's AI shopping assistant, Rufus, is now making product suggestions. The problem is that it is often wrong.

The Amazon Everyone Should Have Feared

The Amazon Everyone Should Have Feared

Amazon is producing record profits while investing more than ever before. It reported $22.6 billion in capital expenditures in the third quarter — a new high. It also reported $15.3 billion in net income, a new high, too.

Amazon Sets Rules for Its New Low-Cost Store

Amazon Sets Rules for Its New Low-Cost Store

Amazon has outlined the requirements for its upcoming Low-Cost Store. It will sell unbranded low-priced items from its warehouses in China directly to shoppers in the U.S.

Target and Shopify Teaming Up Didn’t Boost Marketplace

Target and Shopify Teaming Up Didn’t Boost Marketplace

Four months after Target and Shopify teamed up to expand Target's third-party marketplace, it didn't make much progress. Target's invite-only marketplace has only added 500 new sellers this year.

Amazon Laid the Brandless Foundation for Temu

Amazon Laid the Brandless Foundation for Temu

Amazon taught shoppers to look past brand names, laying the foundation for the rapid growth of Temu. It made buying no-name products the norm, and Temu is now selling them for less.

TikTok Shop's First Year in the US

TikTok Shop's First Year in the US

TikTok Shop launched in the U.S. twelve months ago and sold billions worth of goods since. However, the things selling on TikTok and how they become top sellers is counterintuitive.

Amazon Is Shipping 70% More Off-Amazon Orders

Amazon Is Shipping 70% More Off-Amazon Orders

Amazon's 3PL business has shipped 70% more orders for sales channels like TikTok so far this year. Its business shipping goods for off-Amazon orders is growing faster than on-Amazon sales.

Temu Now Ranks as World's No. 2 E-Commerce Site

Temu Now Ranks as World's No. 2 E-Commerce Site

Two years after its launch, Temu overtook eBay to become the world's 2nd most visited e-commerce website.

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Data

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Research

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Analysis

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

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