- ChannelAdvisor (ECOM -0.9%) clients saw a 28.1% Y/Y Amazon (AMZN -0.3%) same-store sales increase in May. That's up from April's 27%, and is the highest figure reported for Amazon since last June.
- eBay (EBAY -0.1%), whose Marketplaces ops have been losing share to Amazon's 3rd-party services for some time, saw its same-store growth fall to 11.5% from April's 14% and March's 17.8% - auctions -11.1%, fixed-price +13%, Motors +15.6%. eBay's security breach and Google algorithm changes both appear to have taken a toll.
- Same-store sales driven by search ads - mostly Google (GOOG +0.8%) AdWords - rose 11.7% Y/Y, much better than April's 4.3% - paid clicks +7%, cost per click +4%, conversion rates +7%.
- Google Shopping/product listing ad sales grew 21.4%, up from 7.8% in April. Growing ad buys and a 29.3% increase in click rates offset an 18.7% drop in average order value.