Ecommerce layers - level of consolidation

Ecommerce layers
Oct 29, 2025
Raphael Durand
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๐–๐ž ๐ญ๐š๐ฅ๐ค ๐จ๐Ÿ๐ญ๐ž๐ง ๐š๐›๐จ๐ฎ๐ญ ๐€๐ฆ๐š๐ณ๐จ๐ง ๐„๐œ๐จ๐ฆ๐ฆ๐ž๐ซ๐œ๐ž ๐๐จ๐ฆ๐ข๐ง๐š๐ญ๐ข๐จ๐ง. ๐๐ฎ๐ญ ๐ฐ๐ž ๐ซ๐š๐ซ๐ž๐ฅ๐ฒ ๐ฅ๐จ๐จ๐ค ๐š๐ญ ๐ญ๐ก๐ž ๐œ๐จ๐ง๐ฌ๐จ๐ฅ๐ข๐๐š๐ญ๐ข๐จ๐ง ๐จ๐Ÿ ๐ญ๐ก๐ž ๐จ๐ญ๐ก๐ž๐ซ ๐ฅ๐š๐ฒ๐ž๐ซ๐ฌ ๐จ๐Ÿ ๐ญ๐ก๐ž ๐„๐œ๐จ๐ฌ๐ฒ๐ฌ๐ญ๐ž๐ฆ.

From marketing to after-sales, a handful of players are dominating the game.

๐Ÿ“ข Marketing: Meta and Google still control most of the digital ad spend, but TikTok and retail media (Amazon Ads, Walmart Connect) are growing rapidly. Large platforms thanks to their success/mass reduce significantly their need for Ads and push down this need to their sellers. And now, LLMs are entering this highly concentrated game.

๐Ÿ›’ Front End: Marketplaces like Amazon capture over 60% of global ecommerce GMV (depending a lot on the region), but platforms like Shopify are empowering brands to go D2C.

๐Ÿ“ฆ Order Management: Shopify and BigCommerce are leading the charge, with 40% of mid-market retailers using a single system for all channels.

๐Ÿ”‘ CRM: Salesforce and HubSpot dominate, but vertical-specific tools are gaining traction.

๐Ÿญ Warehousing: Amazon FBA is well known but the overall market is actually extremely fragmented with a lot of medium players serving brands and platforms.

๐Ÿšš Transport: Last-mile delivery is one of the most consolidated layer. In each country, 3 or 4 players account for most of the volume.

๐Ÿ”„ After-Sales: Players like zendesk, Intercom are well known. Although a lot of businesses are still using simple emails and standard CRM tools.

As consolidation continues, businesses face a choice: partner with all-in-one platforms for simplicity or mix best-of-breed tools for flexibility.

Which path are you taking when it comes to fighting against fraud? If youโ€™re looking for a partner, contact us Chaynon !

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