There's been a lot of interest in what we are seeing as far as eBay/Amazon is concerned at ChannelAdvisor so I wanted to publish our last intra-month SSS before 2010.
As expected, eBay (NASDAQ:EBAY) was more back-end loaded and accelerated in the last weeks of December. Amazon (NASDAQ:AMZN) was amazingly consistent through the period (very strong y/y trends). eBay all-in for us tells the story of the big change from smaller sellers to larger branded companies coming onto eBay in a major way in 2009, a trend that looks to continue into 2010.
Through 12/20, eBay SSS was up 6%, An acceleration from November and the first week of December vs. last year. As inventories deplete in other channels, eBay benefits from scarcity. eBay was a lot less promotional this year than last, favoring TV ads over discounts/coupons/cash-back.
All-in over this period, eBay was up over 20% for ChannelAdvisor. This reflects the addition of some massive mid-tier players and name-brands that grew significantly over a short time on the platform.
The eBay deal of the day program was a huge success this holiday. We saw single listing/sku transaction rates that we've previously only had to deal with on other channels.
Amazon was up a startling 75% y/y over the period of 12/1-12/20 compared to last year. This year consumers were buying EGM items at an unprecedented pace. The 75% is up from November's already brisk 70%.
It will be interesting to see the Amazon Q4 results as it looks to us like it was a blow-out. I want to remind everyone that we do not see much of the media business so for all we know that could be down substantially, or be a huge drag on the business.
Last post of 2009!
This will probably be my last post of 2009 - thanks to all the readers for your comments and for being a part of the community. I'm looking at several new topics for 2010 and I'll do my annual 'State of eBay' post (I'll try to keep it shorter this year..) and I'm going to play with some new blogging tools over the holiday break that should improve the overall blogging experience. Happy Holidays everyone and thanks for reading!
Disclosure - I am long Amazon and Google. eBay is a minority strategic investor in ChannelAdvisor where I am CEO.