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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Target Is Not Scaling Its Marketplace
Target is sidelining its marketplace. Three years since its launch, Target's marketplace has 250,000 products from just 450 sellers. Target only adds a dozen new sellers every month to the invite-only marketplace.
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eBay's Market Share Slips to Below 5%
eBay now accounts for less than 5% of U.S. e-commerce. It had a more than 10% share less than a decade ago. But as the rest of the market continued to grow, eBay did not keep up.
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E-Commerce Lost Market Share in 2021
U.S. e-commerce penetration decreased in 2021 because offline retail grew faster than e-commerce for the first time in history, and the online shopping boost from the Covid-19 pandemic cooled off.
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Shopify Is Now 50% As Large as Amazon Marketplace
Shopify is now nearly 50% as large as Amazon Marketplace after surpassing $54 billion in GMV in the fourth quarter of 2021. Said differently, Amazon marketplace is only two times larger than Shopify.
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60,000 Amazon Sellers Exceeded $1M in Sales
Sixty thousand sellers eclipsed $1 million in sales on the Amazon marketplace in 2021. The number has doubled over the past three years.
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