Amazon shut down its business in China in 2019. It's crazy to think about that, given the current context of Amazon doubling down on being the sales channel for Chinese sellers.

Amazon wants to be Temu; Temu wants to be Amazon. marketplacepulse.com/articles/amazo…

Required viewing.

If Amazon best-sellers is any indication..

Zombie brands, fire sales & quiet closures are plaguing the DTC world. Excellent reporting by Anna Hensel 👩‍💻 modernretail.co/operations/zom…

The biggest social commerce event in the US is Prime Day. Prime Day was again huge on TikTok, despite TikTok building out TikTok Shop.

Top 5 most-downloaded shopping apps in the US. Alibaba failed to gain ground in the US for decade+ but has lit the afterburners up recently.

Amazon doesn't sell products. Amazon sells ads. Even the benign function "products customers bought together" is now a lie.

Amazon is delivering 1 million items every hour for same-day or next-day orders.

Retail media (mostly Amazon) will add more incremental growth dollars than Facebook and Google combined.

Amazon can be held responsible for faulty goods sold on its marketplace. Even if sold by third-party sellers. cnbc.com/2024/07/30/cps…

"Advertisers will basically just be able to tell us a business objective and a budget, and we're going to go do the rest for them," said Mark Zuckerberg. This is an obvious and inevitable AI use case.

Temu's biggest disruption to Western retail is teaching a lot more people the true cost of goods. The price you pay when shopping is not the cost of goods - it is a price bundle of convenience, curation, fulfillment, branding, etc. nymag.com/intelligencer/…

Shopify grew past $250b run rate. Five years ago, it was less than $50b. DTC works.

Temu overtook eBay to become the 2nd most-visited e-commerce website in the world (source: SimilarWeb)

Three of the slowest e-commerce growth quarters in the past 15 years occurred within the last two years.