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 ...

If agentic is the future of AI-driven commerce, Amazon just took yet more significant strides ahead of its competition. Its newly enhanced Seller Assistant has evolved from a reactive support system ...

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 ...

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 ...

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 ...

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 ...

China-based e-commerce platforms built multi-billion dollar businesses by exploiting a customs loophole. That loophole – Section 321 ‘de minimis’ thresholds – is now closed, and with it, the current ...

The seventh edition of the Year in Review report condenses the topics explored on Marketplace Pulse in 2024. Disruptors from China — Shein and Temu — and Amazon’s reaction to them, the unique shopping ...