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B2B
Amazon’s B2B Marketplace Dominates
July 24, 2023 • Marcia Kaplan
B2B marketplaces are proliferating. Amazon Business, launched in 2012, is now a $35 billion GMV juggernaut.
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Amazon & Marketplaces
Discount-driven Consumers Spur Prime Day 2023
July 17, 2023 • Marcia Kaplan
U.S. consumers looked for deals in Prime Day 2023. Top categories were appliances, electronics, and apparel.
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Finance
Amazon Aggregators Face a New Reality
June 19, 2023 • Marcia Kaplan
Amazon aggregators purchase marketplace sellers and then attempt to improve revenue and profits. The boomtimes are over.
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Social Media
TikTok Shop Slowed by Governments, Consumers
June 4, 2023 • Marcia Kaplan
TikTok's ecommerce efforts in the U.S. and E.U. have faced headwinds from lawmakers — and consumers.
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Inventory
Mixed Success for Private Label Brands
May 15, 2023 • Marcia Kaplan
In-house retail brands are typically less expensive and experience robust sales in inflationary periods. But not every initiative is successful.
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Customer Retention
Post-Covid Shoppers Are Omnichannel
April 30, 2023 • Marcia Kaplan
Consumers are returning to in-store shopping — after they research online and while they compare competitive prices on-premises.
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Customer Service
Can ChatGPT Improve Customer Service?
April 13, 2023 • Marcia Kaplan
Cost cuts and employee turnover have taken a toll on customer service. Are conversational AI tools the answer?
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Inventory
Rising Costs Prompt New Return Policies
April 3, 2023 • Marcia Kaplan
The era of free returns, unlimited returns, and returnless refunds has been enormously expensive to most merchants.
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Finance
Hubris Upended Silicon Valley Bank
March 19, 2023 • Marcia Kaplan
The demise of Silicon Valley Bank was the culmination of balance sheet mismanagement, aggressive expansion, and reliance on a relatively small number of customers.
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Finance
Actually, Ecommerce Excelled in 2022
March 2, 2023 • Marcia Kaplan
Ecommerce sales in the U.S. and worldwide posted strong growth in 2022, despite headlines to the contrary. Global ecommerce retail sales grew by nearly 10% and reached a record 19.7% of total retail.
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Inventory
Can Fast Fashion Ever Be Sustainable?
February 19, 2023 • Marcia Kaplan
Inexpensive polyester-based garments are quick to make and quicker to dispose. The environmental impact is devastating.
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Analytics & Data
2022 Holiday Shopping Wrap-up
January 30, 2023 • Marcia Kaplan
U.S. holiday 2022 ecommerce sales were slightly higher than 2021 — confounding skeptics who predicted a decline — and comprised 21.6% of total retail spend.
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Payments
Trouble Brewing for Buy Now, Pay Later Providers
January 17, 2023 • Marcia Kaplan
Consumers love buy now, pay later programs. But after rapid growth, the industry is staggering under rising interest rates, delinquent borrowers, and overexpansion.
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Finance
Cryptocurrencies and SPACs Implode
January 8, 2023 • Marcia Kaplan
In 2022, the value of cryptocurrencies and special purpose acquisition companies dramatically declined. Here's our analysis.
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Amazon & Marketplaces
Amid FBA Fee Hikes, Sellers Consider Alternatives
December 20, 2022 • Marcia Kaplan
Rising fees strain FBA sellers — forcing some to raise the price of goods and others to pursue alternative sales channels. Contributor Marcia Kaplan takes a closer look.
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Business
Sales Report 2022: Thanksgiving, Black Friday, Cyber Monday
December 1, 2022 • Marcia Kaplan
U.S. consumers spent freely this year during the traditional five-day holiday shopping kickoff. We look at the numbers in this our eighth annual Cyber Week sales analysis.
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Cross-border Selling
Turmoil for Chinese Ecommerce and Tech Companies
November 22, 2022 • Marcia Kaplan
China's federal government is exerting increasing control over tech companies, including ecommerce. That, combined with a slowing economy, creates uncertainty.
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Cross-border Selling
Ecommerce Flourishes in Latin America
October 31, 2022 • Marcia Kaplan
Ecommerce growth in Latin America during the pandemic was among the highest worldwide. Those habits appear to be permanent.
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Amazon & Marketplaces
Shoppers Buy Necessities, Not Gifts, in Amazon’s October Event
October 17, 2022 • Marcia Kaplan
Consumers responded to Amazon's Early Access Prime event, but not for holiday shopping. Here's our recap.
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Business
What Motivates Consumers to Shop Sustainably?
October 3, 2022 • Marcia Kaplan
Concerns about sustainability vary depending on age, gender, and location. Research shows merchants have different perceptions than consumers on the topic.
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Cross-border Selling
Southeast Asia Tops Worldwide Ecommerce Growth
September 15, 2022 • Marcia Kaplan
There are 10 countries in Southeast Asia. Five of them have the fastest ecommerce growth rates on the planet. Here are the numbers — sales, growth %, and leading providers.
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Amazon & Marketplaces
Ecommerce Briefs: FBA Increases Fees; Walmart Expands Healthcare
September 9, 2022 • Marcia Kaplan
Amazon Prime and Walmart+ compete for subscribers; FBA imposes holiday fees; Walmart extends healthcare initiatives.
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Inventory
Stagnant Sales Are Creating an Inventory Glut
September 1, 2022 • Marcia Kaplan
Recession fears combined with supply-chain excesses have created a dramatic increase in unsold inventory. We explain.
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Business
New U.S. Law to Spur Electric Vehicles, Clean Energy
August 16, 2022 • Marcia Kaplan
The new Inflation Reduction Act impacts U.S. taxation, healthcare, and climate change. The bill's clean-energy incentives will likely produce more electric delivery vehicles and charging stations.
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Finance
AWS Boosts Amazon’s Q2 2022 Results
August 7, 2022 • Marcia Kaplan
Amazon reported mixed results for Q2 2022. Product sales fell, but revenue from Amazon Web Services and subscriptions grew (a lot). We dive into the details.
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Finance
The Details of Shopify’s Massive Q2 2022 Loss
July 31, 2022 • Marcia Kaplan
Having posted a massive $1.2 billion loss in Q2 2022, Shopify effectively reset its financial outlook. Longtime contributor and analyst Marcia Kaplan looks at the details.
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Amazon & Marketplaces
Prime Day 2022 Recap: Sales, Categories, More
July 18, 2022 • Marcia Kaplan
Amazon's Prime Day has evolved into an industry-wide event. Since 2017 we've published an annual analysis and recap. Our 2022 installment looks at U.S. growth, average order values, and more.
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Finance
For Global Unicorns, It’s Growth and Volatility
June 30, 2022 • Marcia Kaplan
The availability of private capital allows companies to delay going public. The result? More than 1,000 private companies worldwide are now valued in excess of $1 billion. But it's not always smooth sailing. We explain.
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Amazon & Marketplaces
Ecommerce Briefs: Google Marketplace; Walmart; Drones
June 19, 2022 • Marcia Kaplan
This installment of "Ecommerce Briefs," an occasional series, includes developments on Google ecommerce, Walmart fulfillment and infrastructure, and drone deliveries.
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Finance
9 Europe-based Ecommerce Unicorns
May 29, 2022 • Marcia Kaplan
Post-pandemic investments soar for many European startups. Here are nine notable ecommerce-related companies valued at more than $1 billion.