Gross merchandise volume

So there's a lot of buzz.

It's very, very small, and we would expect, you know, 1% of GMV, something similar or even smaller for, for Sparky.

Um, so that's despite Walmart really talking it up.

Now, when you talk to brands, they're not noticing an impact directly.

Both, you know, both retailers are seeing, uh, uh, growth in their advertising business.

Walmart Connect is growing faster than Amazon Ads, but it's off a much smaller base.

When we think about it from a percentage of GMV perspective, Amazon's actually doing, uh, getting more, uh, share of ads.

So it's, it's, uh, a mix of different strategies that, that, that, that you need.

Toh monthly orders aa gaye 51,000.

Phir GMV iska hoga basically 2.5 crores per month.

Yeah.

Roughly.

I run a portfolio of supplement brands doing about 50 million a year.

And I co-founded Hive HQ, where we manage about a dozen brands on TikTok shop doing millions a month in GMV.

I operate on both channels every single day.

And in this video, I'm gonna give you the honest comparison that honestly nobody else in this space is actually willing to give you.

It's actually kind of crazy.

You pay for the samples, whether the creator posts or not.

You pay for the GMV max, whether it converts or not.

You pay for retainers and the agency fees every single month, either way.

And I think, you know, with CTC, just with the available, like, team and modeling and just overall infrastructure, that the forecasting versus like the actuals, like the plans versus the actuals is very tight.

I think there's like a stat that, you know, we're within 3% of overall forecast off like a couple billion dollars in GMV.

So that's something that we take pride in over here.

And, you know, just from my, you know, retrospective, you know, looking back as a brand owner, that was like the biggest barrier for me, just hiring like different agencies as they all promised the same thing.

Yeah, like the first week of starting here at CTC, Taylor said, hey, etch this into your memory, and it's $3 billion of GMV, 3% to target, 40% plus in contribution margin growth, and 30 plus percent in revenue growth.

And that was in 2025 from CTC.

And I'm going to agree with you that knowing what to do, having the models to kind of set everything up, wake up and actually have a plan in front of you of what you're executing against.

So the first thing that jumps out is just how much the US dominates.

The United States alone is 51% of Amazon's global GMV for 2025.

So more than half of everything Amazon does worldwide is happening right here at home.

And the second thing is how concentrated the rest of it is.

Once you add in the UK at about 9.6%, Germany at 7.8%, Japan at 7.1%, and Canada at 4.4%, those top five markets together carry basically four-fifths of Amazon's entire global GMV.

So everything else in the world is only about a fifth of the pie.

Okay, now for the big one.

I think the estimations that I've seen is that they aim...

in the short term for it to become 10% of the GMV.

So 90% will still be from the other models that they are already operating.

So they also won't divert all of the traffic to their own products, but they will probably have a priority in traffic distribution.

It's called community group buying.

By doing that, they are the biggest grocery seller in China.

They have more than 300 billion renminbi in GMV.

every year.

And this platform empire became absolutely enormous.

The sources show Alibaba's gross merchandise value, GMV, that's the total value of everything sold on their sites.

It's just staggering.

Mind-boggling numbers.

Like twice Amazon's global GMV and over 27 times bigger than Rakuten.

They are the undisputed giant by that measure.

No question.

Fulfilling that prediction, perhaps.

Those are all the same words, and they all are connected to SaaS.

Then there's, you know, there's, for marketplaces, you have GMV, which is gross...

I always forget what this is.

It's, like, gross merchandise volume, I think.