U.S. e Commerce
topic on 8 shows · 9 statements across 9 episodes
Acquired 
Another Podcast 
American Optimist 
the Knowledge Project 
No Priors 
A Product Market Fit Show 
the a16z Podcast 
20VC
9 statements about U.S. e Commerce, every show
Abbott: Shopify merchants account for about 12% of all U.S. e-commerce
“Shopify itself now is, I believe, 12% of all U.S. E-commerce, you know, just all the merchants on Shopify. It might be more or less, I don't remember the last number yet.”
Abbott: Shopify powers close to 12% of U.S. e-commerce
“Shopify was the fastest growing, you know, e-commerce platform. It's now, I think, close to 12% of U.S. E-commerce. So pretty meaningful, you know, the power, I think close to 250 to three hundred billion of online commerce now.”
Finkelstein: Shopify processes about 12% of all U.S. e-commerce
“Shopify basically runs about 12% of all U.S. E-commerce. So if you were to think about, like, just in terms of size-wise, like, we're like the second largest checkout on the internet in the U.S. At least”
Coates: Shopify accounts for roughly 10% of all US e-commerce
“The fact that you can get to like 10% of all us e-commerce on like a fairly simplistic data model is actually kind of amazing.”
Rosenthal: Amazon holds 56% of US e-commerce market share
“Amazon has a 56% market share of U.S. E-commerce.”
Evans: US non-grocery e-commerce surged to 29% before settling at 26%
“If you exclude grocery, it was 29%. Sorry, it was 21 and a half percent. It went to 29%. It's now down 26%.”
Evans: Amazon holds 40% of US e-commerce, but 15% of retail
“Amazon has probably 40% of US e-commerce, but e-commerce is sort of 15 to 20% of US retail.”
Evans: Tech's addressable market is $50 trillion in global consumer spending
“There's U.S. E-commerce, which is four, five hundred billion dollars, and then there's U.S. Retail, but then there's global retail, and then there's global consumer spending. So we go from thinking about a couple of hundred billion dollars to 40, 50 trillion d…”