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Amazon

The Amazon-Seller Roll-Up Race Rolls On

One trend we’ve been tracking is what we call the “great eCommerce rollup.” This reflects the emerging business model to buy up third-party Amazon marketplace sellers — otherwise know as FBA’s (or fulfilled by Amazon). We examine the latest.
eCommerce

Is Shopify Building a Stealth Ad Business?

Earlier this week, we wrote about the strategic drivers for Amazon’s continued ad revenue growth. Is its competitor Shopify following it down that same path… and for similar reasons? We examine the evidence.
Advertising

Amazon’s Ad Share Continues to Ratchet Up

One of the ongoing tech stories of the past few years is how Amazon continues to nip at the heels of the “duopoly.” And its working, considering Amazon’s latest ad market share and revenue growth figures. We examine.

eCommerce

Shopify Acquires Primer to Go Deeper on AR

Shopify has signaled visual shopping ambitions through its latest acquisition: AR startup Primer. This will let it go deeper into home services and decor with a tool that lets merchants better exhibit their wares. We examine the details and drivers.
eCommerce

Shopify Extends Shop Pay to Google and Facebook

Shopify has extended its tentacles further into the SMB world. It announced this week that it will offer its one-click checkout service Shop Pay to merchants that sell on Facebook or Google. We examine strategic implications.
eCommerce

Shopify and Google Deepen Partnership

Announcements yesterday from Google and Shopify signal a new integration environment making it easier for consumers to shop on Google. More broadly, the announcements signal
eCommerce

Google and Shopify Partner to Boost SMB Merchant Reach

During yesterday’s Google I/O keynote, a notable announcement was hidden in the procession of software and gadgetry news. Google is partnering with Shopify to integrate product listings of its many merchants. We examine drivers and strategic implications.
e-commerce

E-Commerce Roundup: Shopify, Pinterest & Mailchimp

E-commerce continues to show strong momentum. Even as the world re-opens to retail and other IRL activity, there are several signs that 2020’s e-commerce inflections could sustain into the post-Covid era. We round up the latest evidence.

Amazon

Amazon Passes 10% of U.S. Digital Ad Spend

Look out Google and Facebook… Amazon has its eyes on your lunch. Amazon continues to pose a threat as a “duopoly” killer, the latest evidence coming from its 10 percent of U.S. digital ad spend. We examine.
Amazon

Amazon: The New King of Apparel Sales

We continue to see signals for e-commerce’s rise. The latest milestone is that Amazon has unseated Walmart as the leading U.S. retailer for apparel sales. This has key implications for large and small businesses.  
eCommerce

eCommerce: Coming To a Tweet Near You

A new experimental tweet format will be purpose-built for shopping, including links to product pages or Shopify stores. The layout include product name, merchant name, and pricing. We unpack the strategic implications.
Data Scout

73 Percent of Amazon Sellers Buy Ads

The universe of Amazon third-party sellers — mostly SMBs — about five-million in number, one million of which have joined in the past year alone.  Perhaps more notable, 73 percent buy Amazon. We examine.

big commerce
e-commerce

Walmart Beefs Up Online Marketplace

Walmart has Amazon in its crosshairs. Its latest move came with the recent deal with BigCommerce to boost product libraries and become more of a one stop shopping destination.
eCommerce

What’s Behind the Great eCommerce Rollup?

One notable trend we’re tracking is the consolidation of SMB Amazon sellers. There’s ample long-tail value so larger companies roll them up and apply common standards, marketing, and economies of scale.