This is our eighth update in our Holiday 2011 series. For details on the coverage plan and the seven themes we’ll be looking at, be sure to read this post first.
CyberMonday Early Read
As of 4PM ET, here’s what we are seeing for CyberMonday:
- Overall up 35.2% (the evening should lift)
- Amazon up 52.8% (bit of an acceleration)
- Search up 34.2%
- eBay up 1.1% – eBay has really slowed since the 11am data check
- CSE up 14.6%
One of our customers, eBags, is very transparent and they are reporting (as of 4pm ET):
- Overall up 42%
- eBay up 76%
- Amazon up 111%
- Walmart.com (they are one of ~4 sellers on the fledgling Walmart marketplace) are up 7%.
We’ll have another CyberMonday update this evening.
Seekingalpha disclosure – I am long Amazon and Google, eBay is an investor in ChannelAdvisor where I am CEO.