I compared the top 7 "new" book sellers month-over-month (April to May) and here's what I came up with.
- Total GMV for the top 7 sellers grew 104% from April to May (All of that growth coming from Buy.com)
- Buy.com's GMV grew 1321% from April to May. (They were 100% Store listings in April and 100% Core listings in May).
- The other 6 Sellers combined, lost 30% in GMV from April to May
- The other 6 Sellers combined, increased listings by 20% from April to May (Store listings)
It looks like the Buy.com deal has hit the book sellers pretty hard, as they had to increase listings by 20% to lose 30% in GMV M/M (Those metrics are not the recipe for success)
So it is clear that Buy.com is growing GMV in the category, as well as taking share from other sellers. Of course this category was impacted the most by the Store fee increase of 2006, when a large amount of inventory left the site, so perhaps the Buy.com deal has just brought the category back to where it was back then.
I'll look at the Computers and Networking category tomorrow.
Just my 12%