Amazon, Walmart, Temu, and Shein Overlap
Amazon, Walmart, Temu, and Shein sell many of the same goods, often sold by the same third-party sellers.
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Amazon Fees Only Go Up
Amazon offers dozens of services that sellers and brands can use to grow their businesses. It insists these are optional, and strictly speaking, that is correct. But while Amazon itself doesn't require them, it has created an ecosystem that does.
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Temu Marketplace Launches in the U.S.
Temu has started onboarding sellers with inventory in local warehouses rather than shipping from China. But there are no U.S. sellers yet. Instead, it is Chinese sellers with inventory in the U.S.
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Threecolts Acquires Marketplace Pulse
Threecolts has acquired Marketplace Pulse, an e-commerce industry publication founded by Juozas Kaziukėnas in 2015.
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E-Commerce Needs Walmart
Walmart is Amazon’s only competitor. Everyone else is too small, too niche, or not a good substitute. A bigger Walmart means a better alternative to Amazon, which means a better e-commerce market.
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TIkTok-Native Brands
One product has sold 1.2 million units on TikTok. More than any other since TikTok Shop launched in the US in September.
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Amazon's "Significant" Reliance on Chinese Sellers
Amazon acknowledged the Chinese seller market share on its marketplace for the first time, calling it "significant."
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Amazon Sales Top $700 Billion in 2023
Amazon and its sellers sold $700 billion worth of goods in 2023. Gross merchandise volume (GMV) has more than doubled in four years; most of that growth came from the third-party marketplace.
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The Amazon Aggregator is Dead
The original class of Amazon Aggregators now span from bankruptcies to success to pivots. None call themselves aggregators anymore.
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Temu Marketplace Is Inviting US Sellers
Temu will open its marketplace to U.S. sellers in March and extend to European sellers soon after. The number one most-downloaded shopping app is expanding beyond Chinese sellers.
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