Amazon and Shopify together now account for approximately 50% of U.S. e-commerce. Two models each reached maturity at roughly the same time. U.S. e-commerce has quietly organized itself around both, ...

Walmart's advertising business grew more than twice as fast as Amazon's last year. Amazon generated $68.6 billion in advertising revenue in 2025, growing 22%. Walmart generated $6.4 billion, growing ...

Amazon.com registered just 165,000 new sellers in 2025, the lowest annual total since Marketplace Pulse began collecting data in 2015 and down 44% from 2024. The decline signals Amazon’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 ...

Amazon aggregators raised over $12 billion in 2021 - that’s at least a billion dollars for twelve months in a row. The amount raised includes both equity and debt financing. Forty-five Amazon ...

Shein and Shopify were the biggest e-commerce winners in 2022. Their sales are still significantly above pre-pandemic levels too. Etsy was strong, Walmart with Amazon did okay, and eBay struggled the ...

Amazon’s third-party sellers accounted for an all-time high of 62% of units sold in Q4 2024, though this is more by Amazon’s design than sellers’ dominance. One-fourth of Amazon’s revenue now comes ...

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 and Shein are the fastest-growing e-commerce marketplaces in the U.S., yet they have practically no U.S. sellers. More than half of Amazon sellers are based in China, and the two newest ...

Advertising has replaced product recommendations and personalization on Amazon and other retailers’ websites. They are no longer trying to guide product discovery, letting ads instead lead the journey ...

Anker, an Amazon-native electronics brand from China, did over $1 billion in sales on Amazon in 2021. It is the most successful brand built on Amazon, yet the brand has been aggressively diversifying ...

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 ...