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, ...

U.S. e-commerce crossed $10 trillion in cumulative sales during Q3 2025, reaching a milestone that reveals something far more significant than the raw figure suggests. Since the Department of Commerce ...

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 ...

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 ...

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 ...

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 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 ...

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 ...

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 ...

Etsy’s active seller count has declined for the third consecutive quarter, dropping from a high of 7 million to 5.6 million in the latest figures. Most notably, there was a sharp decrease of 600,000 ...