Thrasio's collapse doesn't prove that consolidating Amazon brands was a bad idea; it demonstrates that executing the strategy during an unprecedented capital bubble made success nearly impossible.| Marketplace Pulse
OpenAI's Instant Checkout feature turns ChatGPT into a direct and instant threat to Amazon's most profitable business segment as it launches what will almost certainly be a billion-dollar GMV marketplace shortly after launching.| Marketplace Pulse
Chinese sellers now represent 50.03% of Amazon's global active seller base, marking the first time they've crossed the 50% threshold across all of Amazon's international marketplaces. But while Chinese sellers have won the numbers game, American sellers maintain an edge in revenue generation.| Marketplace Pulse
Sales volume across all merchant stores. The total dollar value of orders processed on the Shopify platform in the period, net of refunds, and inclusive of shipping and handling, duty and value added taxes.| Marketplace Pulse
If agentic is the future of AI-driven commerce, Amazon just took yet more significant strides ahead of its competition. Its newly enhanced Seller Assistant has evolved from a reactive support system to an autonomous business co-pilot, marking Amazon's most ambitious leap into agentic commerce yet.| Marketplace Pulse
Amazon's recent earnings report reveals its fundamentally different approach to artificial intelligence compared to Shopify's platform strategy. Amazon predominantly builds AI to optimize the experience of its customer – the shopper, whereas Shopify builds AI to optimize performance for its customer – the merchant.| Marketplace Pulse
Over 800 Amazon sellers generate more than $1 million annually while listing just one product – a testament to the platform's unprecedented scale and the precision required to reach such focus. According to Marketplace Pulse research, 19 of these sellers are generating over $10 million with their single SKU.| Marketplace Pulse
Pattern's IPO filing this month presents a fascinating counterpoint to the Anker playbook for Amazon-native success. While both companies achieved billion-dollar scale starting from Amazon, they chose radically different strategies.| Marketplace Pulse
Walmart's marketplace has crossed 200,000 active sellers for the first time, driven by the fastest seller acquisition rate in the platform's history.| Marketplace Pulse
Five years after COVID-19 shocked the world into digital shopping, U.S. e-commerce has finally crawled back to the summit it briefly scaled in the spring of 2020.| Marketplace Pulse
Amazon's advertising business hit another milestone in Q2 2025, capturing 9.36% of the company's total revenue – the highest share ever recorded. At $15.69 billion in quarterly revenue, advertising continues to be Amazon's fastest-growing segment, and will breach the symbolic 10% threshold by within the next year.| Marketplace Pulse
Customer satisfaction with Amazon marketplace sellers has plummeted globally since 2020. Starting August 4, Amazon will exacerbate the issue by allowing customers to leave seller feedback with just star ratings – no written explanations required.| Marketplace Pulse
Amazon sellers generating million-dollar revenues have nearly doubled to over 100,000 globally, defying marketplace maturation predictions and confirming that reduced competition has created greater opportunities for those who remain active.| Marketplace Pulse
Amazon's Prime Day is a rising tide that is beginning to lift all boats. This year's event was a catalyst behind 30% growth across all U.S. e-commerce, yet Amazon itself remained conspicuously quiet about its own specific growth figures.| Marketplace Pulse
Despite widespread predictions that escalating U.S. tariffs would prompt American sellers to expand internationally as a risk mitigation strategy, Marketplace Pulse data reveals this anticipated pivot has not materialized.| Marketplace Pulse
The summer sales calendar now revolves around Amazon's anchor, with most major U.S. retailers scheduling competing events within days of Prime Day's expanded four-day window.| Marketplace Pulse
Shopping platform Whatnot's rapid growth to multi-billion dollar GMV proves live streaming commerce works when built for entertainment first and conversion second.| Marketplace Pulse
The newly extended Prime Day 2025 will determine whether Amazon's AI shopping features can solve the fundamental problem that has plagued the event for years: helping shoppers discover what they actually want among millions of deals.| Marketplace Pulse
Walmart's marketplace has crossed 200,000 active sellers for the first time, driven by the fastest seller acquisition rate in the platform's history.| Marketplace Pulse
Hailey Bieber's sale of Rhode to e.l.f. Cosmetics for $1 billion this week adds to a growing list of creator-founded brands leveraging attention as their primary asset.| Marketplace Pulse
Amazon's U.S. marketplace continues to be the most conducive environment for new sellers to achieve their first sales, with over 73% of sellers who registered in the past 12 months going on to make sales.| Marketplace Pulse
Amazon sellers now face less competition than in 2021, with over 30% more traffic per active seller available across its global marketplaces. The competitive shift provides a notable counterbalance to Amazon's maturing marketplace challenges.| Marketplace Pulse
Booked shipping volumes from China to the U.S. have plummeted by almost 60% in recent weeks as carriers blank sailings on a scale not seen since COVID. As trade restrictions now ease, pent-up demand will send container rates rising again, echoing post-pandemic trends.| Marketplace Pulse
The newly heightened tariffs on Chinese imports should theoretically benefit American businesses. However, paradoxically, they will have the opposite effect, further cementing the dominance of Chinese sellers in American marketplaces.| Marketplace Pulse
The e-commerce industry is bracing for impact as U.S.-China trade tensions intensify. Following the introduction and rapid escalation of reciprocal tariffs on Chinese goods by the Trump administration, the expected impact on tariff income, shipment volumes, and price trends has not yet taken hold, but will soon.| Marketplace Pulse
Amazon has increased the fulfillment fees by over 30% since 2020. A series of small fee jumps has added up to a meaningful increase. Amazon is passing off its growing costs to third-party sellers.| Marketplace Pulse
Amazon taught shoppers to look past brand names, laying the foundation for the rapid growth of Temu. It made buying no-name products the norm, and Temu is now selling them for less.| Marketplace Pulse
There are over six million third-party sellers on the Amazon marketplace. More than half of them sell on Amazon in North America.| Marketplace Pulse
Firms acquiring successful brands on Amazon have attracted over $16 billion in capital raised. They are known as Amazon seller aggregators. The market had a breakout year in 2020 because of three factors: the pandemic accelerating spending on Amazon, Thrasio raising hundreds of millions of dollars, and Anker, an Amazon-native brand, going public.| Marketplace Pulse
Amazon is pocketing more than 50% of sellers' revenue - up from 40% five years ago. Sellers are paying more because Amazon has increased fulfillment fees and made spending on advertising unavoidable.| Marketplace Pulse
Shopify now allows customers to search for items across all Shopify merchants. The Shop app is thus a complete marketplace. However, the functionality is yet to be available to all users.| Marketplace Pulse
