Walmart's advertising business grew more than twice as fast as Amazon's last year. Amazon generated $68.6 billion in advertising revenue in 2025, growing 22%. Walmart generated $6.4 billion, growing ...

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.

U.S. e-commerce crossed $10 trillion in cumulative sales during Q3 2025, reaching a milestone that reveals something far more significant than the raw figure suggests. Since the Department of Commerce ...

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 ...

Walmart’s advertising business is growing at six times the rate of its overall retail sales. Walmart Connect, the company’s U.S. retail media platform where sellers and brands buy sponsored placements ...

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 ...

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 ...

Pattern’s IPO filing this month presents a fascinating counterpoint to the Anker playbook for Amazon-native success. While both companies achieved billion-dollar scale starting from Amazon, they chose ...

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 ...