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The fast-growing marketplace is piloting paid search ads and launching an app marketplace with inventory and logistics management tools. 鈥淚t's a big deal considering the competition that Temu has already given Amazon,鈥� said our analyst Arielle Feger on a recent 鈥淏ehind the Numbers鈥� podcast. 鈥淎dding an ad component鈥�really adds fuel to that fire.鈥�. 3. Sephora.

Walmart鈥檚 ad business fuels operating income growth: Retail media revenues jumped 29% driven by marketplace expansion.

By leveraging its dominance in ecommerce search, Amazon has an opportunity to transform from just a marketplace into a broader online shopping hub鈥攑otentially boosting engagement, time spent on its platform, and long-term customer loyalty.

In 12 years, marketplace Tuckernuck has grown from a small online retailer using friends and family to model their product to a robust marketplace offering men鈥檚, women鈥檚, and children鈥檚 apparel, accessories, and home goods.

US retail and ecommerce sales will maintain stable growth over the next five years, with pockets of opportunity emerging from new digital consumers and mobile-first online shopping trends.

Both Shein and Temu are now subject to the EU鈥檚 strictest rules for online marketplaces by virtue of their size鈥攚hich means tougher scrutiny into their measures for preventing the sale of counterfeit or unsafe goods鈥攁nd steep fines should they be found to be in violation. The two companies are also under fire for selling products containing toxic chemicals and items that pose a danger to child safety.

Ghost eyes an opportunity helping brands move surplus goods: The private B2B marketplace aims to address market inefficiencies by connecting brands with buyers of surplus and goods online.

Meta鈥檚 EU Marketplace ad change shifts power to regulators: The company will allow rivals to buy ads on Marketplace in compliance with EU rules

Marketplaces play a major role in beauty and clothing, while grocery shoppers rely on in-store visits. Retailers must balance both online and in-store strategies, leveraging loyalty programs and fast delivery to stay competitive.

For the most recent quarter, total revenues reached $195 million, up 12% YoY, with marketplace revenues rising 20% ($50 million) and subscription revenues increasing 10% ($146 million). Key stats:. The company now serves 125 customers with annual subscription revenues over $1 million, up from 105 last year.

Advertisers won鈥檛 have to quit third-party cookies cold turkey, but long-standing market dynamics around access to quality data aren鈥檛 going anywhere.

We expect Temu鈥檚 US marketplace sales to grow 59% this year to $30.83 billion, nearly three times the size of Walmart鈥檚 third-party marketplace鈥攁lthough it should be noted our forecast excludes the impact of potential tariffs.

Apple鈥檚 approach deliberately places responsibility on app developers rather than app marketplaces, contrasting with Meta鈥檚 position and various legislative proposals. App developers must balance compliance while delivering age-appropriate content without relying on invasive verification methods.

What are advertisers鈥� and publishers鈥� biggest challenges as they redesign their programmatic strategies around data protection legislation and other privacy changes?

The dominance of Amazon and the growth of budget ecommerce sites like Temu have left Etsy under pressure to stand out, and the online marketplace leaned into creative storytelling this year. For example, its debut Super Bowl ad showed America struggling to find an adequate gift for France after receiving the Statue of Liberty.

A partnership with luxury reseller Rebag to sell pre-owned designer handbags, jewelry, and accessories on its third-party marketplace. A $520 million deal with warehouse automation company Symbiotic to enhance its online pickup and delivery fulfillment systems.

FreeWheel debuts contextual marketplace: New tech enables privacy-friendly, precise ad targeting for streaming TV by analyzing video content in real time.

Amazon late last year launched its own low-cost marketplace, Haul, where products retail for $20 or less. It also cut its commissions in some key categories. At the same time, Amazon is on a relentless push to lean into its Prime advantage鈥攆ast delivery times鈥攖o keep shoppers clicking the buy button.

Marketplaces are investing in European fulfillment networks. Online marketplaces dominate cross-border selling in Europe. In 2022, 63% of European cross-border spend was generated by marketplaces, per an October 2023 report by Cross-Border Commerce Europe. Europe鈥檚 biggest marketplaces are investing in fulfillment networks.

The pandemic ecommerce boom that drove online sales is over. But marketplaces will continue to expand their share of US retail ecommerce, contributing almost 40% of the $588 billion in US online sales growth that we forecast over the next five years.

Both retailers used generative AI to improve employee productivity in Q2鈥擶almart leveraged the tech to improve its product catalog and Target used it to enhance in-store employee tools. Target鈥檚 curbside pickup service helped it grow digital comparable sales 8.7% YoY, while Walmart鈥檚 marketplace and sales of GLP-1 drugs contributed to its 4.2% comp sales growth YoY.

Ikea鈥檚 business model evolves: In addition to experimenting with new store formats in new locations and bolstering its online presence, the furniture giant tests a peer-to-peer secondhand marketplace.