E-commerce Market Trends and M&A: eBay Depop Acquisition, China Live-Commerce $900B, Amazon B2B Push
Key Questions
What acquisition did eBay complete in the recommerce space?
eBay acquired Depop from Etsy for $1.2 billion to focus on fashion and recommerce. Depop has a 90% under-34 user base and $1 billion in gross merchandise sales.
How large is China's live-commerce market?
China's live-commerce market reached approximately $900 billion, nearly the size of the entire U.S. e-commerce market. Western adoption remains below 33%.
What B2B initiatives is Amazon expanding?
Amazon is holding its fifth B2B conference and introducing a Business Hour Delivery Rate penalty starting in September. A pallet delivery pilot showed 80% customer preference and 16x revenue per order.
eBay acquires Depop from Etsy for $1.2B, signaling focus on fashion and recommerce; Depop's 90% under-34 user base and $1B GMS. China's live-commerce market reaches ~$900B, nearly size of entire US e-commerce; Western adoption still below 33%. Amazon holds B2B conference, introduces Business Hour Delivery Rate penalty starting September, pallet delivery pilot shows 80% customer preference and 16x revenue per order. These developments highlight shifting market dynamics and new opportunities for resellers and dropshippers.