The eighth edition of the Year in Review report condenses the topics explored on Marketplace Pulse in 2025. The Great Compression examines how multiple forces — tariffs, AI, advertising costs, ...
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. According to the Census Bureau’s ...
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 ...
Two years after its launch, Temu overtook eBay to become the world’s 2nd most visited e-commerce website. Temu, all caveats aside, is the only e-commerce company in the Top 20 most-visited list to ...
In 2024, China-based sellers increased their market share to more than 50% on Amazon. American sellers have dropped below 50% nearly two years ago. However, Chinese sellers have grown above 50% only ...
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 ...
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 ...
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.
Temu has started onboarding U.S. and European brands to its marketplace. Its challenge is that most brands don’t want to be in the same shopping cart with Temu. Now, nearly two years since Temu’s ...
Amazon sellers now face less competition than in 2021, with over 30% more traffic per active seller available across its global marketplaces. Despite adding nearly a million new sellers annually, the ...
Amazon acknowledged the Chinese seller market share on its marketplace for the first time, calling it “significant.” In the annual Form 10-K filing with the SEC, Amazon added new language to the ...
Walmart’s marketplace reached 150,000 active sellers as new sellers joining the platform continue to accelerate, attracted by growing GMV. According to Marketplace Pulse data, Walmart added more than ...
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