Etsy is the only other top marketplace to gain share of the total retail marketplace besides Amazon. Although small, its share will increase to 2.6% this year. Etsy marketplace sales are expected to grow 17% this year and reach $9.2 billion in sales.

Shopify, eBay, Etsy, Wayfair, and others saw their stocks come crashing down. Growth rates at ecommerce giant Shein slowed substantially in Q1. These shifts have put the spotlight on Amazon, the giant with about 40% retail ecommerce market share in the US.

In 2021, Amazon’s US average revenue per user (ARPU) for its retail media network was nearly 4 times that of Instacart and close to 9 times that of Walmart.

Among several top retailers, including Walmart, eBay, and Etsy, ad revenue growth was slightly weaker than expected in Q4 2021 due to supply chain issues and an outbreak of the omicron variant. That said, ecommerce isn’t going anywhere, and neither is ecommerce channel advertising.

In March, thousands of Etsy sellers went on a weeklong strike to protest a recent hike in transaction fees and other changes. Between October 2021 and March 2022, there was a 57% YoY increase in union representation petitions filed at the National Labor Relations Board (NLRB) according to recent data. What’s next?

Etsy. Harvard Business Review. InMobi. Interactive Advertising Bureau (IAB). J.P. Morgan. Kibo Commerce. Mavrck. Nike, Inc. Publicis Media. Sensor Tower. Snap Inc. Thrive Analytics.

SD: Etsy and Pinterest are interesting in the way they’ve focused on diversifying the creators on their platforms. Similarly, Target has done a great job of diversifying its product mix, ensuring it's highlighting products from BIPOC (Black, Indigenous, and people of color) founders via meaningful in-store merchandising. II: Switching gears, how will you expand into the metaverse?

Similar stay-at-home stocks like Etsy, Zoom, and DocuSign have also suffered losses of 38% to 51% in value in recent months as they try to recover the robust usage they enjoyed during COVID-19 lockdowns. Netflix’s strength is as a technology innovator, and it enjoyed early success by refining its algorithm to optimize the user experience.

Last week, thousands of Etsy sellers went on a weeklong strike to protest a recent hike in transaction fees and other changes. What’s next? In Amazon’s case, labor experts are predicting that a successful vote to unionize will be the first domino to fall for the second-largest private employer in the US.

However, other retailers are also making big plays in the ad space, including Walmart, eBay, Target, CVS, Etsy, and, most recently, Best Buy. These companies are motivated by several factors:. Retailers control a wealth of consumer data that they can use to inform ad targeting. The ads served on retail media networks span the entire purchase funnel, from awareness and consideration through purchase.

Business Insider Intelligence research analyst Daniel Keyes, eMarketer principal analyst Andrew Lipsman, and senior forecasting analyst at Insider Intelligence Cindy Liu discuss the overachieving retailers of Q3—Peloton, Etsy, and Wayfair. They then talk about the EU's antitrust charges filed against Amazon, VF Corp.'s acquisition of Supreme, and Verishop launching a social network within its app.

here Etsy outperforms Amazon

Business Insider Intelligence research analyst Daniel Keyes, eMarketer principal analyst Andrew Lipsman and senior forecasting analyst at Insider Intelligence Cindy Liu discuss how Walmart, Target, Best Buy, The Home Depot, eBay, Etsy and Kohl's are doing and what their performances tell us about the changing US shopper.

eMarketer principal analyst Andrew Lipsman, research analyst Daniel Keyes and senior forecasting analyst at Insider Intelligence Cindy Liu discuss what it will take to encourage Americans to return to stores, the end for the mall and what will happen to brick-and-mortar sales this year. They then talk about whether clothing rental is over, why Etsy keeps surging and DoorDash Storefront.