E-commerce landscape shifts and impact on players

The competition in e-commerce is intensifying, with smaller players like Etsy facing challenges in customer acquisition due to increased costs driven by larger platforms like Amazon and Timo. Etsy is struggling to bid on Google Search Auctions as Timo has raised the cost significantly. Meanwhile, Amazon is successful in non-discretionary goods and aims to strengthen its position against competitors by offering faster delivery and reducing fees. Shein and Chemo are also growing aggressively in the e-commerce space.

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