Key Takeaways

  • Amazon dominated the high-water mark with ₹704, while Merchant peaked at ₹699.
  • Shipped orders drove the bulk of both volume (77K) and revenue lift.
  • Cancelled orders were the third-highest status by count but were a major drag on total value.
  • B2B orders consistently delivered higher per-order revenue compared to non-B2B.
  • Size preferences varied sharply by category, with M, L, and XL dominating most categories.
  • The May period marked a turning point, pushing the market into a stronger, more resilient phase with higher-value orders.

Summary Insights

The fulfillment landscape between Amazon and Merchant over Q2 2022 reveals a story of steady growth, punctuated by volatility largely tied to shipment patterns and order cancellations. The rise in high-cost shipped and delivered orders, particularly among B2B buyers, pushed average order values upward. Meanwhile, category and size analysis highlight the importance of inventory planning, especially around top sizes like M, L, and XL. The May surge was pivotal, marking a shift to a more robust trend above ₹640, setting the stage for a potentially stronger Q3.


Full Insights

Fulfillment: Amazon vs. Merchant Trends (March 31 - June 29, 2022)

Between March 31 and June 29, 2022, Amazon and Merchant fulfillment amounts showed a dynamic tug-of-war.

From March 31 to April 3, both fluctuated below ₹660. But come early May, the momentum shifted:

  • Between May 1-6, both broke above ₹660, riding on the back of a surge in shipped and shipped-delivered orders.
  • Amazon peaked at an all-time high of ₹704 on May 5, while Merchant topped at ₹679.

Afterward, both hovered between ₹628-₹700, a pattern driven largely by daily cancelled orders, totaling a significant 18.3K ranking third by status volume.

Notably:
  • Amazon's lowest point was ₹579 on April 16.
  • Merchant's highest peak was ₹699 on May 19.
  • The general amount trend showed slow growth with fluctuations—starting below ₹650 in early April, breaking the ₹650 ceiling by April 11, and reaching ₹687 on May 6. From May 4 onward, neither fell below ₹640, supported by higher-cost shipped orders.

  • Top 3 Statuses By volume:
    • Shipped → 77K orders
    • Shipped - Delivered to Buyer → 28K orders
    • Cancelled → 18K orders

Other statuses (all under 2K) include: shipped-returned to seller, shipped-picked up, pending, shipped-out for delivery, shipped-rejected by buyer, and a handful of damaged or lost in transit cases.

The boost in amount trends after May can be traced to the surge in high-value shipped orders, compared to pre-May when amounts often sat below ₹660.


Order Amount Details

  • Cancelled Orders: Most ranged between ₹550-₹727, with only two below ₹550.
  • Pending Orders (June 17-29): Mainly under ₹800, except one outlier at ₹913.
  • Shipped - Picked Up (June 1-27): Mostly between ₹600-₹755.
  • Shipped - Out for Delivery: Also increased notably in June.
  • Shipped - Damaged: Only one recorded at a whopping ₹1136.
  • Pending - Waiting for Pick Up: Two only—₹526 (June 27) and ₹701 (June 28).

B2B vs. Non-B2B Orders

B2B orders consistently outpaced non-B2B in value:

  • B2B Average Amount → ₹701
  • Non-B2B Average Amount → ₹648

By status, B2B leaders were:

  1. Shipped - Picked Up → ₹898
  2. Pending → ₹821
  3. Shipped - Delivered to Buyer → ₹731
  4. Cancelled → ₹691
  5. Shipped → ₹685
  6. Shipped - Returned to Seller → ₹665

For non-B2B, top order values were:

  1. Shipped - Damaged → ₹1136 (single order)
  2. Shipped - Out for Delivery → ₹770
  3. Shipped - Returning to Seller

Size and Category Insights

Top 3 sizes per category:

  • Set: M (9.3K), L (8.1K), XL (7.5K)
  • Kurta: L (8.9K), XL (8.6K), M (8.5K)
  • Western Dress: L (2.8K), M (2.5K), XL (2.3K)
  • Top: XL (1.8K), M (1.8K), XXL (1.7K)
  • Ethnic Dress: XL (194), L (192), M (180)
  • Saree: Free size (164)
  • Blouse: Free size (211), M (154), S (140)
  • Dupatta: Free size (no size breakdown)

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