June 2013 ChannelAdvisor Same Store Sales (SSS) for eBay, Amazon, Search and CSE
Note: This is a monthly feature published by ChannelAdvisor highlighting the Same Store Sales (SSS) across our wide range of thousands of retailers and billions in GMV. Details on the SSS including background, methodology, disclaimers and schedule can be found in this post.
Today we are releasing June 2013 data for Marketplaces (eBay/Amazon), Search and Comparison Shopping Engines (CSE) along with supplemental data. June is the end of the second quarter and gives us a view on how the Spring shaped up for e-commerce as we head into Summer. According to comScore, non-travel e-commerce grew 16% in April/May
June 2013 SSS Results
- Amazon - In June, Amazon came in at 30.6% which is an increase from May's 25.8% and more than double the rate of e-commerce growth (as reported by comScore)
- eBay - eBay's SSS for June came in at 17.7% which is an increase from May's 16% . Further in the report we provide eBay internal component details which provide details on the June results. Note that this is still slightly faster growth than e-commerce.
- CSE - Comparison Shopping came in at a robust 10% y/y growth for June, an increase from May's 0.3% - the best SSS showing since December 2012.
- Search - Search came in at 5.1% y/y growth, up considerably from May's -0.8%. Further in the report we have search details.
Together, these datapoints show that in June, all e-commerce channels performed better than in May. As mentioned in the May post, overall retail sales were muted due to weather trends, which seem to have dissipated in June.
The following chart details the SSS data for June 2012 through June 2013: (click to enlarge)
eBay's 17.7% SSS result for June was just slightly ahead of e-commerce growth. To get a feel for what is driving the marketplaces' performance, here are the interior datapoints for the month:
- eBay auctions - Down 17.2% y/y.
- eBay fixed-price - Up 18.9% y/y - Fixed price had a decent showing in June growing faster than e-commerce.
- eBay Motors (parts and accessories) - P+A had another strong showing in June up 27.8% on the heels of May's 29.5% strong showing.
Here are the TTM (trailing twelve month) trends on these eBay internals. (click to enlarge)
Here are the June Search internals: (click to enlarge)
Search (traditional adwords) was up 5.1% in June - an increase from May . Looking at the internal data, we see the cannibalization from PLA/Google Shopping in the clicks metric which was down 7%. Search CR's were up (7% y/y) to 2.78%. AOV was also up 12% which helped generate a positive outcome even in the face of PLA/GS click cannibalization.
Enhanced Campaigns go live in July and it will be interesting to watch the movement in CPC which should rise as advertisers are no longer able to bid lower for the lower converting mobile ads.
Supplemental data for Google Shopping
In August 2012, we introduced a new set of data around Google Shopping. Here is the June Google Shopping supplemental data:
In June, we saw a continuing of the Google Shopping CR trend - an improvement of 10.2% which is impressive. That being said, AOV was down slightly 3.1% y/y where for Jan-March it had been trending up. This could be the start of a bit of plateauing of this program as it gets into its sixth month of full roll out. Google rolled out the program in the EU in June so we may see some of the metrics move around as EU retailers starts and then stabilizes.
By our numbers, June e-commerce accelerated compared to May. Marketplaces outperformed e-commerce, search and CSE continued to grow more slowly than e-commerce.
This blog post was written by Scot Wingo, CEO, ChannelAdvisor. eBay is an investor in ChannelAdvisor.