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, ...

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 ...

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 ...

Temu wants to be more like Amazon, to reduce supply chain risk and offer faster shipping, while Amazon is racing to replicate Temu because it cannot ignore the fact that its low prices trump 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 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 ...

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 ...

Amazon has suspended hundreds of top Chinese sellers over the past two months. The company seems to be just now enforcing its rules for blatant policy violations like manipulating customer reviews.

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 ...

Twenty-five cents of every dollar spent shopping online goes to the Amazon third-party marketplace. Were Amazon’s marketplace an independent platform, it would be the largest online retailer in the ...

Shein has launched a marketplace in the U.S. and is now adding local and international sellers. Shein is one of the largest fashion retailers, quickly expanding beyond fashion and beyond being a ...