Amazon Marketplace
part of Amazon
4 statements across 4 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Oct 26, 2020 by Benedict Evans · said 13 times in 5 episodes since 2020 · across every show →
Mentions by year
brought up most by Benedict Evans (13)
tap a year for its mentions
2022 3 mentions in 1 episode
2021 7 mentions in 3 episodes 2 per episode
2020 3 mentions in 1 episode
Everything said about Amazon Marketplace, oldest first
Oct 26, 2020 neutral
Evans: Chinese manufacturers going direct represent a meaningful share of Amazon Marketplace
“Part of the story of the greater marketplace, and I would love to find data on this, is that a meaningful part of marketplace is Chinese manufacturers going direct that previously sold to US retailers. Like a lot of it.”
Nov 23, 2020 neutral
Evans: Chinese suppliers bypassing Western brands drive Amazon Marketplace growth
“Part of the explosive growth of Amazon marketplace has been Chinese suppliers to Western brands going direct. And so it's the people who made that thing now selling you basically the same thing from the same factory, but with a different brand or a slightly di…”
Feb 21, 2021 bullish
Evans: Shopify reached $120B GMV in 2020, over 40% of Amazon Marketplace
“2019, Shopify did sixty billion dollars of GMV. GMV is gross merchandise value. That means people spent sixty billion dollars on Shopify sites. And in 2020, it was one hundred and twenty billion dollars, which makes it about 40%, a bit over 40% of Amazon Marke…”