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.

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.

Walmart has reported a significant uptick in digital sales over the past six months, and it has likely won business from Amazon as the pandemic affected logistics.

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.

When existing product supply suddenly couldn’t match the overnight surge in demand, Etsy sellers stepped up and delivered product. This brought a flood of new buyers to the platform for the first time, including 4 million who came to Etsy to buy masks alone. Product scarcity concentrated demand on Etsy, which in turn drove supply.

Online marketplace Etsy got its own special kind of boost during the pandemic, when US consumers took to the site in droves to buy (and sell) handmade face masks. The company reported a 145.6% increase in marketplace sales in Q2—including a 93% increase in nonmask sales.

Five of the top 10 online retailers in the ranking achieved double-digit gains in traffic: Apple (No. 5, up 29%), Etsy (No. 6, up 26%), The Home Depot (No. 9, up 23%), Wayfair (No. 10, up 20%), and Best Buy (No. 7, up 12%). Apple’s traffic surge stemmed from its release of the iPhone 12 and the rising popularity of other products such as AirPods and the Apple Watch.

eMarketer principal analyst Andrew Lipsman dissects what we can expect from Amazon Prime Day 2019. He also discusses why Etsy sellers are getting frustrated and explains what to make of the newest D2C shaving brand.

Because the entire ecommerce market caught a tidal wave during April and May, with several top retailers—including Walmart, Target, Best Buy, The Home Depot, Wayfair and Etsy—posting year-over-year gains of 70% or more during that period.

“We want people to have a great experience every time they shop on Etsy, and that means meeting evolving buyer expectations. Online shopping looks very different today from how it did even just a few years ago, and free shipping is table stakes,” said Ryan Scott, CMO of Etsy.

The next tier includes large digital marketplaces eBay and Etsy, along with multichannel retailers Kroger and Target. Retailers have a key advantage over Facebook and Google as media sellers. Their platforms are powered by the combination of high-intent keyword searches and shopper data, giving them an even better ability than their duopoly counterparts to target the right customers with ads.

We exclude crowdsourcing, group buying and online marketplaces like eBay and Etsy. Transportation-Sharing. Transportation is the most established sector of the US sharing economy, primarily because of Uber and Lyft, which pioneered the ride-sharing model and have amassed a considerable number of users.

Craft marketplace Etsy, which is threatening to break into the top 10 in the near future, grew its GMV 20.4% in 2018, per its Q4 financials press release. An analysis by Internet Retailer underscores marketplaces’ contribution to the US ecommerce market.