„Why did independent sellers do so much better selling on Amazon than they did on eBay?“, fragt sich Jeff Bezos heute im Brief an die Aktionäre (PDF) und veröffentlicht dazu erstmals Zahlen zur Entwicklung des Amazon-Marktplatzgeschäfts:
„The percentages represent the share of physical gross merchandise sales sold on Amazon by independent thirdparty sellers – mostly small- and medium-sized businesses – as opposed to Amazon retail’s own first party sales.
Third-party sales have grown from 3% of the total to 58%. To put it bluntly:
Third-party sellers are kicking our first party butt. Badly.
And it’s a high bar too because our first-party business has grown dramatically over that period, from $1.6 billion in 1999 to $117 billion this past year.
- The compound annual growth rate for our first-party business in that time period is 25%.
- But in that same time, third-party sales have grown from $0.1 billion to $160 billion – a compound annual growth rate of 52%.
- To provide an external benchmark, eBay’s gross merchandise sales in that period have grown at a compound rate of 20%, from $2.8 billion to $95 billion.
Why did independent sellers do so much better selling on Amazon than they did on eBay? And why were independent sellers able to grow so much faster than Amazon’s own highly organized first-party sales organization?“
Das sind die Fragen, denen Amazon-Chef Jeff Bezos diesmal im Shareholder-Letter (PDF) nachgeht. Und um es kurz zu machen, lautet die Antwort natürlich: Weil Amazon so toll ist!
Wo Amazon heute steht, haben wir ausgiebig in den Exchanges #216 beleuchtet:
Siehe dazu auch Mit 13% Wachstum ist Amazon jetzt zu schlagen!
Als führender Player ist Amazon mit seinem Marktplatzgeschäft in diesem Jahr auch wieder im Programm der K5 am 4./5. Juni in Berlin vertreten.
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