Amazon's Performance Reveals the Market Structure in Its Leading Markets
Amazon.com is by far Amazon's most important domain, but its relative importance in US e-commerce doesn't reflect that. The underlying market structure explains the divide.
Retailer Expansion
Domestic markets are no longer enough. Leading e-commerce retailers leverage international markets to accelerate their growth. They combine global strategies with local insights to reach new customers faster than ever.

Nadine Koutsou-Wehling
Data Journalist
March 30, 2026
Cross-Border eCommerce, Retailers

Leading online retailers prove that a successful cross-border strategy is paramount to lasting growth. One of the clearest examples of this is TikTok Shop (Douyin).
TikTok Shop is planned to launch in four new markets in Europe alone this year. The social commerce platform is growing at a CAGR (2023-2025) of 81.8% in international markets, compared to 23.5% domestically.
Its growth demonstrates how global-first strategies combined with localized content can lead to faster adoption and rapid increase of revenue generation in markets that are abroad.
By adapting content and offerings to fit consumer needs and preferences, TikTok Shop is turning its international expansion into a competitive advantage.
Even some of the world’s most established brands illustrate the same trend. Apple and eBay, for example, are experiencing slower growth or even decline in their home market. Apple’s US GMV is shrinking by -8.5%, while international sales are growing by 21.6%.
The online market in the US is quite saturated and competitive, which makes it tougher to stand out. Even dominant brands are fighting for their share.
By comparison, platforms like Shopee and MercadoLibre are expanding into markets that are still in a rapid growth phase. These regions often have rising online adoption, less market saturation, and high demand for affordable products. As these companies offer wide product ranges at competitive prices, they are able to meet local consumer needs.
In this way, MercadoLibre and Shopee established a foothold early, with which they gained a competitive edge before the market becomes crowded.
Real growth is increasingly coming from international markets. Companies that:
Think globally from the start
Adapt to local markets
Enter less saturated regions early
…can outperform even established brands that are slowing in their home markets.
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