Amazon’s Fees and Ads Near Its Retail Sales
Amazon collected $66.1 billion from seller fees and advertising in the third quarter, equal to 96.6% of the $68.5 billion it made selling goods online itself. Its original business is close to being overtaken by what it charges sellers and advertisers.
What 4.5 Million Products Say About TikTok Shop
TikTok Shop doesn't sell what Amazon sells, and it doesn't reward what Amazon rewards. That is the conclusion of the Marketplace Pulse TikTok Shop Trends Report 2026, published today, built from tracking more than 150,000 U.S. sellers and 4.5 million products.
Amazon Opens Seller Central to Rival Marketplaces
Amazon announced during its annual Accelerate seller conference that sellers will be able to manage their eBay, Shopify, TikTok Shop, and Walmart businesses from inside Seller Central.
Amazon's Top Sellers Aren't TikTok Shop's
One in five of TikTok Shop's hundred largest U.S. sellers also ranks among the top 10,000 sellers on Amazon.com. One in twenty-five of Amazon's hundred largest ranks among the top 10,000 on TikTok Shop.
E-Commerce Is Taking Share From Stores Again
U.S. e-commerce grew 12.2% in the second quarter, its fastest in five years, and reached a record 17.1% of all retail spending. It was the second consecutive quarter of double-digit growth after four years without one, and a fourth consecutive record for share.
Shein's Localization Never Arrived
Shein's recently filed IPO prospectus contains the number that settles a two-year question: more than 90% of its 2025 net revenue came from goods stored in central warehouses in China before shipping.
Amazon Business Reaches $60 Billion
Amazon Business reached $60 billion in annualized gross sales, up from the $35 billion Amazon disclosed in 2023 and $25 billion in 2021. On Marketplace Pulse estimates it represents roughly 7% of Amazon's $830 billion GMV.
Amazon's AI Doesn't Read the Rankings
Ask Amazon's AI assistant for its best recommendation, and it reaches well past the products search rank rewards, often into a part of the catalog most shoppers never scroll to.
Data
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Research
We analyze the data and share insights as research reports and articles.
Analysis
We believe that data is better than opinions for understanding what's next in e-commerce.
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