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 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, ...

Shopify merchants will pay OpenAI a 4% transaction fee on sales through ChatGPT’s checkout feature beginning January 26, a Shopify spokesperson confirmed to The Information. At 11 percentage points ...

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 ...

Walmart’s advertising business is growing at six times the rate of its overall retail sales. Walmart Connect, the company’s U.S. retail media platform where sellers and brands buy sponsored placements ...

Amazon’s retail business now accounts for just 40.5% of the company’s total revenue, marking a new milestone in its evolution from an online bookstore to a commerce infrastructure provider. In Q3 2025 ...

The conventional narrative fixates on gross merchandise volume as the ultimate indicator of marketplace potential. By that logic, Amazon’s U.S. marketplace, with an estimated $305 billion in ...

OpenAI’s Instant Checkout feature turns ChatGPT into a direct and instant threat to Amazon’s most profitable business segment. With 700 million weekly active users generating an estimated 75.6 million ...

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 ...

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 ...

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 ...

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. According to Marketplace Pulse data, 44,000 ...