ChannelAdvisor (ECOM) clients saw a 24.9% Y/Y increase in Amazon (AMZN) same-store sales, down from 30.6% in June and representing the lowest growth rate recorded over the last 12 months (though still above total e-commerce growth). Merchants have been upset over recent fee hikes.
On the other hand, EBAY same-store sales growth rose to 20.4% from 17.7% in June and 16% in May. Auctions -23.3% vs. June's -17.2%, but fixed-price (now a majority of sales) +20.3% vs. +18.9% and Motors +26.6% vs. +27.8%. ChannelAdvisor thinks eBay's new search engine (Cassini) is helping out. Are recent fee changes also helping?
Google's (GOOG) numbers were a mixed bag. Same-store sales tied to search ads grew only 0.6% Y/Y, down from June's 5.1%. But comparison shopping (inc. Google Shopping) rose 12.9% vs. June's 10%.
Also, ChannelAdvisor predicts search ad prices (CPCs) will rise thanks to the launch of Enhanced Campaigns, as "advertisers are no longer able to bid lower for the lower converting mobile ads."