After launching the electronics category which offers televisions, cell phones and laptops, the Amazon Brazil marketplace overnight added 300 new sellers. Launched in 2012 as a Kindle store, Amazon Brazil opened a marketplace for third-party sellers in April. Since then the marketplace grew to just over 1,400 sellers.
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Last week Walmart held the annual Investment Community Meeting. The most interesting was Marc Lore's presentation as he shared new insight into their e-commerce operations.
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"There are currently more than 2 million sellers on Amazon worldwide" is the most common description of the Amazon Marketplace. However not only is it not true this figure is also irrelevant. We estimate that 25% of Gross Merchandise Volume (GMV) on Amazon.com marketplace is through just top 1,000 sellers.
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Last week Walmart passed the milestone of 15,000 Walmart marketplace sellers. On average a seller has 2,550 products listed for sale. And yet it is hard to know what any of these mean in terms of the potential of the marketplace since none of these figures are performance related.
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Marketplace Pulse founder Juozas "Joe" Kaziukėnas presented a keynote at Retail Global Las Vegas 2017 conference on September 12th. Joe's keynote, titled "The Future of Marketplaces", looked at what makes a successful marketplace, and how the marketplace model built by Amazon 17 years ago - despite them leading the market - might not be the only way to do it.
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Historically Amazon and eBay sellers were born out of bootstrapping. Same happened in the supporting market. But increasingly so we started to notice venture-backed businesses make moves in the market. Both as sellers, and as solution providers to other sellers.
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We have a love-hate relationship with private labeling. On the one hand it has allowed many sellers launch their own brands, and thus move beyond reselling. But on the other hand private labeling done at scale is ruining Amazon's catalog.
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Walmart reported 2017 Q2 results today. As many brick-and-mortar retailers are struggling to grow, or to even avoid bankruptcy, Walmart posted same-store sales growth for the 12th consecutive quarter. However this is only the third quarter Walmart reported US e-commerce growth. Since there is no history to compare these numbers against we have no idea how to take them.
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Many are still haven't heard of SoftBank. Their investment arm has recently become the largest e-commerce investor worldwide - their most recent tech fund called "Vision Fund" has $100 billion under management. Jeff Bezos has famously said "Your margin is my opportunity", which is only true because of the capital available. SoftBank will challenge this.
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MercadoLibre second-quarter financial report numbers were mixed - net income was down causing a drop in stock price, but other key metrics are all continuing to grow. Mobile share of GMV has grown to 43 percent, and the launch of MercadoCrédito financing for sellers are the highlights.
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