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Shopify goes after Amazon with new Walmart deal

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Re: Shopify goes after Amazon with new Walmart deal

#12
post #8

Earlier quoted context omitted.

Shopify* has three non-merchant-driven discovery channels now: Walmart, Facebook, and their own Shop app. I think Shopify is in a much better bargaining position than Walmart.

[joke removed]

This is the first I’ve heard of this. Where have you heard this?

Re: Shopify goes after Amazon with new Walmart deal

#13
post #7

Earlier quoted context omitted.

I am not sure why people think Amazon is such a dominate force on the commerce front, especially with respects to Walarmt. It isn't even close between the two. I am more worried about the cloud technology space being down to basically two choices now.

Not sure where you live, but in Ontario Amazon delivery trucks outnumber all other delivery trucks combined. Seemingly 50% of every package sitting on anyone's doorstep has the familiar Amazon branded packing tape surrounding it as well. They're definitely dominant.

In Canada, yes - but only because of our awful CBSA, the absurdly low de minimus exception in NAFTA, and the fact that the Canadian retail sector is fat and uncompetitive (and yet Shopify is Canadian??!)

Amazon is the only online retailer that’s figured out shipping and the CBSA here. Everyone else is awful. Walmart online ordering is awful. Home Depot is awful. What’s left of toys r us is awful. Canadian Tire online is so witheringly, eye-watering awful that it turned me off of even going to the store.

Besides amazon, what else is there here?

Re: Shopify goes after Amazon with new Walmart deal

#14
post #7

Amazon is likely grateful for the “competition” amid greater scrutiny from regulators around the world.

I am not sure why people think Amazon is such a dominate force on the commerce front, especially with respects to Walarmt. It isn't even close between the two. I am more worried about the cloud technology space being down to basically two choices now.

Especially if you actually care about price. Amazon isn't great.

Re: Shopify goes after Amazon with new Walmart deal

#16
post #8

I hope shopify understands the extremely long history of how walmart has dealt with their corporate partners in the past. Walmart typically extends a friendly hug and then slowly squeezes their corporate partners to death. They had better be ready to unravel the relationship at any sign of trouble and be working on a parallel plan to replace walmart. It seems like an unnecessary shorcut that may backfire.

Shopify* has three non-merchant-driven discovery channels now: Walmart, Facebook, and their own Shop app. I think Shopify is in a much better bargaining position than Walmart.

Is the Shop app popular? Just heard of this now.

Re: Shopify goes after Amazon with new Walmart deal

#17
post #7

Amazon is likely grateful for the “competition” amid greater scrutiny from regulators around the world.

I am not sure why people think Amazon is such a dominate force on the commerce front, especially with respects to Walarmt. It isn't even close between the two. I am more worried about the cloud technology space being down to basically two choices now.

Amazon has 38% e-commerce market share, Walmart has 5.8%.

Re: Shopify goes after Amazon with new Walmart deal

#18
post #7

Amazon is likely grateful for the “competition” amid greater scrutiny from regulators around the world.

I am not sure why people think Amazon is such a dominate force on the commerce front, especially with respects to Walarmt. It isn't even close between the two. I am more worried about the cloud technology space being down to basically two choices now.

You're right that Walmart is massive but Amazon is the biggest ecommerce player in the US and it's not even close. 38% Amazon to next closest Walmart at 5.8% [1]. Pre-COVID Amazon was about 44%.

[1]: https://www.marketwatch.com/story/walmart-surpasses-ebay-in-...

Re: Shopify goes after Amazon with new Walmart deal

#19
post #11

Dealing with third-party sellers is no fun. Newegg is probably the only major e-commerce website whose search feature can exclude third-party sellers.

You can do it on Walmart. In fact, I was just about to post that this announcement is a negative for me. I have such a hard time shopping on Amazon these days and tend to try Walmart first but always select Walmart.com from the retailer filter. I don't want to see a bunch of random junk that I have no desire to purchase.

Re: Shopify goes after Amazon with new Walmart deal

#20
post #11

Dealing with third-party sellers is no fun. Newegg is probably the only major e-commerce website whose search feature can exclude third-party sellers.

Newegg commingles inventory just like Amazon, so it's not much better. I don't know if Walmart does, but I try to spend money wherever I don't have to deal with sellers, and directly at the manufacturers website if possible nowadays.
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