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🧠 Big Story: 
Amazon dethrones Walmart 👑

📊 Key Data:
Jan'25 ecommerce recap 📊

📖 Ecommerce players news:
🇪🇺 EU targets Temu, Shein, Amazon with new product rules
🇺🇸 Trump establishes US sovereign wealth fund, eyes TikTok
🇬🇧 Amazon unveils IDR portal, enhancing FBA transparency.
🇸🇬 Shopee expands SIP for Singapore sellers to go global
🇵🇱 Amazon launches Easy Ship in Poland and Netherlands
🇬🇧 eBay rolls out Buyer Protection & new fees

+ over 15 other handpicked hot news from the last week you need to know 🔥

We're in the final stretch of wrapping up our German e-commerce market report with everything you need to know. Market size, structure, competition - the full picture of Germany’s e-commerce landscape in a single, data-packed document. The goal? Deliver by Wednesday.

In the meantime, here's a sneak peek—a slide from the report that hints at what’s coming.

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Amazon dethrones Walmart 👑

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• 📚Sources: cnbc 

Amazon’s Q4 2024 revenue is set to hit $187B, surpassing Walmart’s $180B. Only four S&P 500 companies crossed the $100B mark this quarter, with Apple and UnitedHealth joining.

📊 Amazon’s $187B Milestone

For the first time ever, Amazon is projected to surpass Walmart in quarterly revenue, hitting $187B vs. Walmart’s estimated $180B in Q4 2024. This historic shift highlights Amazon’s dominance in e-commerce, AWS, and advertising. Despite this, Walmart still leads in annual revenue, expected to reach $681B, while Amazon is closing in at $638B. The battle for retail supremacy is heating up.

💰 The $100B+ Club

Only four S&P 500 companies exceeded $100B in Q4 revenue: Amazon, Walmart, Apple ($124B), and UnitedHealth Group ($101B). Apple continues its streak, fueled by holiday iPhone sales, while UnitedHealth benefits from growing healthcare spending. CVS Health and McKesson are close contenders, with revenues nearing $95B. As retail, tech, and healthcare reshape the leaderboard, Amazon’s climb signals a seismic shift.

Jan'25 ecommerce recap 📊

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• 📚Sources: linkedin 

January 2025 eCommerce sales hit $363.9B, up 4.7% YoY, per ECDB. China saw a 6.3% drop, while South Korea led at 6.6%. DIY, Care, and Fashion topped category growth, per ECDB data.

📊 Global eCommerce Hits $363.9B

January 2025 saw global eCommerce revenue hit $363.9B, marking a 4.7% YoY increase. South Korea led growth at 6.6%, while the U.S. and Germany posted 3.1% and 3.3%, respectively. However, China struggled, reporting a 6.3% decline. This marks a sharp shift as Chinese online retail has historically been a major growth driver. The report by ECDB highlights these shifts, reflecting a broader global rebalancing in digital commerce.

🚀 DIY, Care & Fashion Dominate

Some product categories outpaced overall market growth. DIY led with 6.7%, followed by Care Products at 5.4% and Fashion at 4.8%. Electronics trailed at 3.6%. The rising interest in home improvement and self-care aligns with consumer behavior shifts post-pandemic.

🛒 Mass Platforms

🇪🇺 EU targets Temu, Shein, Amazon with new product rules. The EU plans to make marketplaces liable for unsafe goods, impacting Temu, Shein, and Amazon. The proposal aims to ensure product safety, collect VAT, and tighten customs checks.

🇺🇸 Trump establishes US sovereign wealth fund, eyes TikTok. On February 3, 2025, President Trump signed an executive order directing the Treasury and Commerce Departments to create a sovereign wealth fund, potentially to acquire TikTok. Details remain sparse, and congressional approval is required.

🇬🇧 Amazon unveils IDR portal, enhancing FBA transparency. On January 31, 2025, Amazon UK launched the Inventory Defect and Reimbursement portal, streamlining FBA operations by centralizing defect management and reimbursement tracking.

🇸🇬 Shopee expands SIP for Singapore sellers to go global. Shopee's International Platform now helps Singapore sellers reach Malaysia and Thailand, with the Philippines next. Over 8,000 sellers joined, boosting GMV by 8x.

🇵🇱 Amazon launches Easy Ship in Poland and Netherlands. Amazon's new Easy Ship service offers affordable, efficient shipping for sellers in Poland and the Netherlands, enhancing delivery speed and reliability.

🇬🇧 eBay rolls out Buyer Protection & new fees. eBay UK launched Buyer Protection on Feb 4, adding a fee for buyers and delaying seller payouts until delivery. The rollout starts in electronics, expanding soon.

🇺🇸 Janie and Jack unveils new marketplace with Mirakl. On February 5, 2025, Janie and Jack launched a third-party marketplace, expanding into home furnishings, toys, and more, enhancing their e-commerce platform.

🇩🇪 The Platform Group AG launches TPG Pay project. TPG announced its new payment solution, TPG Pay, to enhance transactions and boost conversion rates. The project will be completed by Q3 2025.

👗 Fashion, Sports, Beauty, Home

🇪🇺 Shein faces EU probe over compliance, response due Feb 27.. The European Commission has sent Shein an RFI under the DSA, seeking data on illegal goods, algorithmic transparency, and consumer risks. Shein has until February 27 to respond.

🇮🇳 Shein relaunches in India via Reliance partnership. Shein returns to India with Reliance Retail, five years after a ban. The app ensures full local control, boosting India’s textile sector.

🇺🇸 Poshmark launches AI tool, cuts listing time by 48%. Poshmark unveils Smart List AI, an AI-powered tool that reduces listing time by 48%. Available on iOS in the U.S. and Canada from February 2025.

🇰🇷 Kurly expands into luxury with 990 products. Kurly launched a luxury shopping platform in Dec 2024, featuring 990 items from 30+ high-end brands. Other major players, including Coupang and Lotte On, are also expanding in this sector.

🇩🇪 Flaconi plans 20% sales boost with 5-country expansion. Berlin-based Flaconi aims for a 20% sales increase in 2025 by entering Sweden, Finland, Denmark, Italy, and the Czech Republic, as reported by Handelsblatt. CEO Bastian Siebers emphasizes leveraging their Berlin tech team and Halle logistics center for this growth.

🇪🇺 Vinted Expands with ‘Re~invinted’ and Collectibles Category. Vinted’s ‘Re~invinted’ campaign, launched on Feb 3, 2025, reveals second-hand shopper personas, while the platform also adds a new category for collectibles, broadening its marketplace beyond fashion.

🇬🇧 Farfetch sees Q1 challenges but stays optimistic. Farfetch's Q1 GMV rose 1.7% to $930.8M, but macro challenges hit margins. CEO José Neves remains focused on long-term growth, despite uncertainties in China and Russia.

🇺🇸 Under Armour e-commerce sales drop 20% in Q3. Under Armour’s net revenue fell 5.7% to $1.4B in Q3, with e-commerce sales down 20%. CEO Kevin Plank plans to expand wholesale partnerships in 2025.

🍔 eGrocery, Delivery, Pet

🇮🇳 Swiggy stock falls 6.8% below IPO price, hits $9.75B cap. Swiggy's stock dropped to ₹374.80 ($4.29), below its IPO price of ₹390. Market cap shrank to $9.75B as Instamart lost market share to Blinkit and Zepto.

🇮🇳 Zomato rebrands as Eternal after Blinkit’s rapid growth. Zomato will rename itself as Eternal as Blinkit surpasses its food delivery business. The $25.2B firm will also change its stock ticker to ETERNAL.

🇮🇳 Flipkart launches 'Kilos' offering wholesale-priced essentials. Flipkart rebrands its grocery service as 'Kilos,' aiming to provide everyday essentials at wholesale prices, promoted through its BIG Bachat Day Sale.

🇨🇭 Just Eat partners with Fleurop for 45-min flower delivery. Just Eat and Fleurop team up to offer swift flower deliveries in 10 Swiss cities, enhancing customer convenience

🇬🇧 B&Q expands Deliveroo trial to 5 London stores. Customers can now order 9.5K+ B&Q products via Deliveroo in select London areas, getting DIY essentials delivered in just 25 minutes.

🇬🇧 Tesco and Carrefour end partnership after 3 years. The Tesco-Carrefour purchasing deal, launched in 2018, will end in 2021. Sources cite Brexit-related complexities, but Tesco denies this as the main reason.

🇺🇸 Grubhub breach exposes user and driver data. Grubhub confirms a security breach affecting customers, drivers, and merchants. Partial credit card details and hashed passwords were accessed via a third-party provider.

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