Amazon becomes the largest company in the United States
After 17 years, Amazon has dethroned retail chain Walmart: With around $717 billion in annual revenue, Amazon is now the highest-revenue company in the United States. However, Amazon’s growth today stems less from retail and more from its comprehensive ecosystem of platform, logistics, cloud business, and advertising. Read more on Fortune

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eBay acquires second-hand app Depop
eBay continues to expand its recommerce business and is acquiring the second-hand fashion app Depop from its previous owner Etsy for $1.2 billion. The more than 30-year-old online auction house aims to reach a younger target audience in the expanding re-commerce sector with this deal. See more on LinkedIn.

Wayfair returns to growth
For the first time in five years, Wayfair is growing again: In 2025, total revenue increased by 5.1% year over year to $12.5 billion. Growth despite the challenging market environment was driven by a large number of new customers, won over through loyalty initiatives, physical stores, and improved delivery. Read more at Retail Dive

Cost-cutting programme at Otto to fund AI investments
In March, the Otto Group will launch a comprehensive transformation programme aimed at saving 110 million euros and cutting more than 400 jobs, primarily in its Hamburg administration. The freed-up funds will be invested in expanding platforms and services as well as in AI. Find out more on Stores-Shops

Apo.com grows with Amazon
Pharmacy group Apo.com increased its revenue by 10% in 2025 to 375 million euros, outperforming the overall market. Key growth drivers were marketplace business via Amazon and a strong 75% increase in e-prescriptions. See more on Handelsblatt

Social Commerce News

TikTok Shop becomes a high-price channel
TikTok Shop is establishing itself as a serious platform: In the UK, 41% of revenue already comes from products priced above £100. At footwear brand Crocs, social commerce revenue driven by TikTok Shop rose by 4.7% in Q4 2025, while overall revenue declined by more than 3%. TikTok Shop is also continuing its expansion: In the United States, a new Amazon integration now allows sellers to automatically offer their Amazon products on TikTok Shop, with fulfilment handled by TikTok Shop. More on ChannelX (purchase), Retail Dive (Crocs) and MyAmazonGuy (Amazon)

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Der Beitrag Marketplace Universe News 23.02.2026 – Amazon dethrones Walmart / eBay buys Depop / Wayfair returns to growth erschien zuerst auf Marketplace Universe.

The German Trade Association HDE has raised its annual forecast: online retail growth is expected to be around 4% in 2025, with total sales climbing to €92.4 billion. Looking closer into the numbers, it is clear that “market growth” is actually “marketplace growth” in Germany: All marketplaces active in Germany realised a turnover growth of 8.8 per cent, with the lion share going to Amazon. The market share currently stands at 57%, recommerce at 7%. Einzelhandel.de

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In an effort to curb low-cost shippers Temu and Shein, the EU is planning to introduce a so-called processing fee on parcels with a value of less than €150 that are shipped directly from third countries to EU consumers. There is no concrete timetable yet. But the fee could come sooner than the end of the duty exemption for such shipments, which is scheduled for 2028. Reuters 

Thanks to positive marketplace business, the Otto Group returned to profitability in fiscal year 2024/2025: GMV rose by 9% to more than €7 billion, and the number of active customers increased by 4% to 12.2 million. GMV is expected to break the €10 billion mark by 2030. Ecommercenews

Pelion, one of the largest companies in the healthcare sector in Poland, has become a strategic investor in DocMorris. DocMorris

Polish market leader Allegro is also growing in the Czech Republic, Hungary, and Slovakia: 6 of the 21 million active users come from these countries, and GMV in these countries increased by 80%. Forbes

In addition to its own payment solution planned for Q3, The Platform Group intends to launch its own fulfillment service with TPG Fulfillment by the end of the year. The Platform Group

Returners News

After a five-year absence, Nike is returning to Amazon: in order to boost its recently declining sales, the sporting goods brand is once again starting to sell its products on the marketplace. But this time the strategy is much more gated and restricted. LinkedIn

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Der Beitrag Marketplace Universe News 26.5.2025 – Better forecast for online retail for 2025 / Otto is profitable / EU plans fees for Shemu erschien zuerst auf Marketplace Universe.

Otto has lost over 1.100 seller partners on its marketplace since April 2024, the German business newspaper “Handelsblatt” reports. Nearly 700 sellers were fired from the marketplace by Otto, round about 500 sellers have left the platform on their own account due to frustration over raised fees, technical problems and high return rates. LinkedIn

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The DIY marketplace B&Q has been growing fast in the first half of 2024. 1.5 million products are now listed on diy.com by 1.300 merchants. Overall, the platform turned a GMV of 157 million British pounds from January to July 2024, 40 percent of this GMV results from the marketplace. Kingfisher

Marketplace Universe Weekly readers have already known for weeks what Amazon has now officially announced: The next Prime Day Deals will commence on October 8 and 9. LinkedIn

The struggling FBA aggregator SellerX is not being auctioned after all. Main investor BlackRock wanted to auction the company on September 17 because it wasn’t able to pay its loans. In the end, BlackRock cancelled the auction just before midnight on September 16. Exciting Commerce

Future News

New data from emarketer suggests that e-commerce in Western Europe might be on the rise again. Online sales in Germany, UK, France, Italy and Spain together could grow by 5 percent in 2024. LinkedIn

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Der Beitrag Marketplace Universe News 23.09.2024 – Otto is massively losing sellers / SellerX is not being auctioned / e-commerce might rise again erschien zuerst auf Marketplace Universe.