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Amazon's Growth Persists Through Year of Pushback

Amazon's Growth Persists Through Year of Pushback

In 2024, Amazon again had a record-breaking year despite growing criticism from workers, sellers, governments, and shoppers.

TikTok Ban Will Undo Social Commerce in the US

TikTok Ban Will Undo Social Commerce in the US

TikTok Shop will sell roughly $8 billion in goods this year. It is set to get banned in January, along with the rest of TikTok. With it, social commerce will disappear, too.

Marketplace Pulse Year in Review 2024

Marketplace Pulse Year in Review 2024

The seventh edition of the Year in Review report condenses the topics explored on Marketplace Pulse in 2024.

Amazon Haul Demand Outstrips Supply

Amazon Haul Demand Outstrips Supply

Amazon Haul, Amazon's newly launched low-price section, had its biggest day on Black Friday, driven by an aggressive 50% storewide discount. However, stockouts slowed its momentum during the rest of the holiday weekend.

Perplexity Brings AI Shopping Closer to Reality

Perplexity Brings AI Shopping Closer to Reality

If AI chat is the future of shopping, Perplexity just took the lead. And because it already integrates with Amazon, it has an infinite supply of products.

Amazon Haul, Delivered a Little More Slowly

Amazon Haul, Delivered a Little More Slowly

Years ago, Jeff Bezos couldn’t imagine a customer saying “I love Amazon, but if only they could deliver my products a little more slowly.” Today, it launched a Shein and Temu competitor called Amazon Haul, which does precisely that.

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.

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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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