Shopify Is 40% As Big as Amazon Marketplace
Shopify is now the size of 40% of Amazon Marketplace after nearly doubling in 2020.It was just 25% two years ago.The important thing is not whether Amazon and Shopify are comparable - they are not - but the readiness of brands to sell directly to consumers.
Sellers on Amazon transacted $300 billion worth of goods in 2020,up 50% year-over-year.However,Shopify’s GMV reached $119 billion in 2020,up 96% year-over-year. $119 billion is 40% of $300 billion.Shopify overtook eBay in the second quarter of 2020,and while it remains far behind Amazon it could become bigger in the next five to ten years.
Shopify GMV was 25% as big as Amazon Marketplace in 2018.It reached 30% in 2019 and finally 40% in 2020. Said differently,Amazon marketplace was 3.9 times larger than Shopify in 2018.By 2019 Amazon’s dominance shrank to 3.3 times and by 2020 it was bigger only 2.5 times.
Amazon is reportedly working on a Shopify competitor under the codename“Project Santos.”But“Amazon’s attention to Shopify is not about Shopify,the tool, but the trends Shopify represents.”The growth of Shopify GMV is not comparable to Amazon because Shopify doesn’t carry the assortment Amazon has.Sellers that make up the Amazon marketplace are not migrating en masse to Shopify either.Finally,Shopify is not a marketplace and doesn’t connect shop owners to shoppers.No consumer goes shopping on Shopify.
Shopify is not competing with Amazon,but it challenges its market share by doing e-commerce differently.The growth of Shopify signifies the viability of direct-to-consumer retail.When Shopify was founded fifteen years ago in 2006,Amazon marketplace was perhaps the most efficient channel small brands and retailers could use to reach consumers.Independently of it,online advertising and social networks developed to enable a different kind of shopping.Shopify wouldn’t have gone anywhere without Google,Facebook,and Instagram.
If Amazon was ever to be disrupted,it would be by something that doesn’t look like Amazon.That disruptor appears to be a collective of dozens of companies that enable direct-to-consumer retail,the Anti-Amazon Alliance.“Everyone in commerce is, whether they realize it or not,in the Anti-Amazon Alliance,”said Ben Thompson of Stratechery.
Shopify,then,is a sales channel that is increasingly viable.But the channel is much bigger than Shopify;the company is instead the visible leader of a much bigger movement.That channel is the antithesis that in the world of e-commerce dominated by Amazon, there is no room left for anyone else.The scale Shopify has reached is proof. It is quickly closing the direct-to-consumer vs.Amazon GMV gap.
Five years ago,Shopify was ten times smaller than eBay. In 2020 it overtook eBay.If Amazon’s marketplace grows 25% while Shopify grows 50% for the next five years, Shopify will become bigger than it too.
（中文版）
Shopify的规模是Amazon市场的40％
Shopify在2020年几乎翻了一番，现在的规模是亚马逊市场的40%。两年前这一比例仅为25%。重要的不是亚马逊和Shopify是否具有可比性-它们没有可比性-而是品牌是否愿意直接向消费者销售。
2020年，亚马逊上的卖家交易了价值3000亿美元的商品，同比增长50%。然而，Shopify的GMV在2020年达到1190亿美元，同比增长96%。1190亿美元是3000亿美元的40%。Shopify在2020年第二季度超过了eBay，虽然它仍然远远落后于亚马逊，但它可能会在未来五到十年变得更大。
Shopify在2018年的GMV规模是亚马逊市场的25%。2019年达到30%，最终在2020年达到40%。换句话说，2018年亚马逊市场的规模是Shopify的3.9倍。到2019年，亚马逊的主导地位缩减至3.3倍，到2020年仅扩大至2.5倍。
据报道，亚马逊正在开发一个名为“桑托斯项目”的Shopify竞争对手。但是，“亚马逊对Shopify的关注不是关于Shopify这个工具，而是Shopify代表的趋势。” “Shopify的GMV增长无法与亚马逊相提并论，因为Shopify没有亚马逊的商品分类。构成亚马逊市场的卖家也没有大规模迁移到Shopify。最后，Shopify并不是一个市场，它不能将店主和购物者联系起来。没有消费者会在Shopify上购物。
Shopify并没有与亚马逊竞争，但它通过不同的电子商务方式挑战了亚马逊的市场份额。Shopify的发展意味着直接面向消费者的零售的可行性。当Shopify在15年前的2006年成立时，亚马逊市场可能是小品牌和零售商接触消费者的最有效渠道。独立于it，在线广告和社交网络的发展使一种不同的购物成为可能。如果没有谷歌、Facebook和Instagram, Shopify就不会有今天。
如果亚马逊要被颠覆的话，那一定是被一个不像亚马逊的东西颠覆的。这个颠覆者似乎是由几十家支持直接面向消费者零售的公司组成的，这是一个反亚马逊联盟(Anti-Amazon Alliance)。Stratechery的本•汤普森(Ben Thompson)表示:“商业领域的每个人，不管他们有没有意识到，都是反亚马逊联盟的一员。”
Shopify是一个日益可行的销售渠道。但该频道比Shopify大得多;相反，该公司是一场更大运动的可见领导者。这个渠道与亚马逊主导的电子商务世界形成了鲜明对比，没有给其他任何人留下空间。Shopify所达到的规模就是证明。它正在迅速缩小直接面向消费者与亚马逊GMV之间的差距。
五年前，Shopify的规模是eBay的十倍。2020年，它超过了eBay。如果在未来五年内，亚马逊的市场增长25%，而Shopify增长50%，那么Shopify也会比亚马逊更大。
来源：marketplacepulse