Back To Basics — 2023 Q3 E-commerce Review

Kevin LaBuz
7 min readDec 19, 2023

The third quarter saw a continuation of recent e-commerce trends, only more pronounced. The rich? Richer. Consumer discretionary? Softer. The rising-tide-lifts-all-boats environment of the pandemic has been replaced by a dynamic where market share shifts and category exposure are driving performance. Below, key themes and trends from third quarter e-commerce earrings.

The Rich (Continue) Getting Richer

The e-commerce Covid hangover is over, but that doesn’t mean it’s smooth sailing for everyone. While 2020…

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Kevin LaBuz

Head of IR & Corporate Development at 1stDibs. Previously finance at Etsy, Indeed, and internet equity research at Deutsche Bank. Find me on Twitter @kjlabuz.