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, ...

Join Marketplace Pulse for a webinar exploring the counterforces emerging in 2026 that could reshape marketplace profitability.

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’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 ...

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 ...

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 ...