Game of E-Commerce Thrones Weekly Update – May 4-May 8 Edition

May 8, 2015

ChannelAdvisor Scot Wingo By Scot Wingo

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In my Catalyst keynote, I introduced six contenders to the Game of E-Commerce Thrones (Alibaba, Amazon, Apple, eBay, Facebook and Google).  E-commerce moves so quickly that we thought it would be helpful to curate for you a weekly summary of the biggest news coming out of the contenders over the past week.  Here is our first weekly Game of E-commerce Thrones update.  Let us know how you like this and how we can improve it.  Have a great weekend everyone!

Alibaba

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  • Alibaba announced March quarter results that were very strong.  GMV grow 40% y/y and Mobile growth at Alibaba is on fire.
  • This BI story provided interesting case studies of how Alibaba’s marketplaces (TMall and Taobao) are impacting buyers in China.

Amazon

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Apple

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  • Last week Staples announced they would be rolling out Apple Pay in stores.
  • This week Home Depot announced they will be rolling out Apple Pay in their 2,000 stores.
  • Apple quietly removed the eBay app from the Apple Watch app store.

 

eBay

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Devin Wenig has been making the rounds and talking about eBay post split.  Some of the news that has come out of those conversations:

  • At the eBay Shareholder meeting, Wenig told a seller that changes are coming to the feedback system.
  • eBay is working on a new loyalty program called eBay+ that will possibly replace eBay Bucks (yeah!).
  • Interesting article about how HK-based eBay sellers are leveraging US and EU based warehouses (CBT).

Facebook

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No Facebook/E-commerce news this week.  If you missed it, at their F8 conference they announced e-commerce integration into FB Messenger.

 

 

Google

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  • Google rolled out what industry SEO experts call Mobilegeddon.  This is a change to the SEO algorithm to promote mobile-friendly sites and demote those that are not.  Early results indicate that eBay is a loser and Amazon a winner.
  • Google announced that mobile now drives more than 50% of searches.

 

Other news of interest (contenders and the 5 battlefields of changing consumer behavior)

  • Jet – Announced they have recruited away an HR exec from Amazon to head their HR efforts as they ramp up.
  • Groupon – Groupon goods saw 14% y/y growth (Groupon’s marketplace).
  • Zero Friction – The NY Times had a good article on startups that are leveraging innovation and changing consumer behavior to challenge Amazon.  Jet and Enjoy (Ron Johnson) are featured.
  • Zero Friction – Geoffrey Fowler @ WSJ ($$) had this great piece about the on-demand economy.
  • Zero Friction – TechCrunch revealed that Uber is working on a very large pilot for product delivery.  They had tested something called Uber Rush, but this looks more widespread and serious.
  • Zero Friction – This cool drone company, Matter.net, launched out of stealth with a platform for anyone to do drone deliveries.
  • News from the future – Facebook’s Oculus Rift division announced they will launch the consumer version of the product in Q1 2016 and gave a preview of what it will look like.
  • CBT – McKinsey report on the health of the Chinese consumer.
  • Zero Friction – NRF article about Grocery delivery by Amazon and Instacart.

 

This blog post was written by Scot Wingo, Executive Chairman and Co-founder, ChannelAdvisor.