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.

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 ...

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 ...

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 ...

Despite widespread predictions that escalating U.S. tariffs would prompt American sellers to expand internationally as a risk mitigation strategy, Marketplace Pulse data reveals this anticipated pivot ...

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 ...

Aggressive China-specific tariffs announced and rapidly escalated by the Trump administration will not reverse the fundamental dynamics that have led Chinese sellers to dominate U.S. e-commerce ...

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 ...

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 ...