Amazon's DTC Master Plan
Amazon is attempting to build yet another flywheel to get direct-to-consumer (DTC) brands to offload storage, delivery, and returns to Amazon with a new service, Buy with Prime.
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Chinese Sellers Don't Want to Rely on Amazon
Chinese sellers are seeking to cut reliance on Amazon. Despite Amazon being the main channel for Chinese brands and sellers to reach consumers in Western markets, China has a growing sentiment to “de-Amazonize” cross-border e-commerce.
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Nine Months of $10,000 Container Rates
Container shipping rates from China to the U.S. have been above $10,000 for nine months. Compared to rates pre-pandemic, they are still up ten times. While global supply chains have slightly stabilized, the freight system is far from being back to normal.
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Thousands of Etsy Sellers on Strike
Thousands of Etsy sellers closed their shops for the April 11-18th week and are going on strike over increased fees. That's only a tiny sliver of Etsy's active sellers; however, the strike attracted viral attention on social networks and from the media.
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Amazon Is Adding Thousands of New Sellers Daily
Thousands of new sellers are joining the Amazon marketplace every day. For over five years, the figure has remained virtually unchanged.
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Some Amazon Aggregators Pause Acquisitions
A few Amazon aggregators have paused acquisitions as increased seller valuations, supply chain disruptions, and struggles to grow acquired brands caused the industry to readjust.
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Amazon Is Not Sanctioning Russian Sellers
Amazon is allowing Russian sellers to continue selling on its marketplace, while other platforms like Etsy, eBay, PayPal, and Shopify have suspended or restricted Russian sellers.
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American Sellers Retaking Market Share on Amazon
American sellers have been gaining market share on Amazon for over a year, reversing the multi-year trend of losing to predominantly Chinese sellers.
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Unbundling eBay
Hundreds of companies took a category on eBay and improved selection, experience, or business model. Combined, they are larger than eBay and have valuations exceeding eBay's multiple times.
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Amazon Is Burying Organic Search Results
Of the first twenty products a shopper sees when searching on Amazon, only four are organic results. There is little space left for organic results at the top of the page, the real estate that drives most sales.
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