{"id":113846,"date":"2025-10-31T01:15:14","date_gmt":"2025-10-31T01:15:14","guid":{"rendered":"https:\/\/www.tfe.agency\/?p=113846"},"modified":"2025-10-31T01:17:40","modified_gmt":"2025-10-31T01:17:40","slug":"tfe-talk-october-2025","status":"publish","type":"post","link":"https:\/\/www.tfe.agency\/de\/tfe-talk-october-2025\/","title":{"rendered":"TFE Talk &#8211; October 2025"},"content":{"rendered":"<p>The comeback edition: Marketplaces, growth, and digital transformation shaping Europe\u2019s eCommerce future \ud83d\ude80<\/p>\n\n\n\n<p>After a brief pause, <strong>TFE Talk is back<\/strong> \u2014 and so is our monthly roundup of marketplace insights, European eCommerce trends, and the strategic shifts defining the industry\u2019s next chapter.<br>October 2025 brings an exciting mix of growth stories, regional transformations, and renewed competition among major players like Amazon, Allegro, and Google.<\/p>\n\n\n\n<p>Let\u2019s dive in. \ud83d\udc47<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>1. <\/strong>Allegro Q2 2025 \u2013 Growing at Home, Accelerating Abroad<\/h2>\n\n\n\n<p><strong>Allegro<\/strong> continues to shine as one of Europe\u2019s strongest marketplace success stories. Its Q2 2025 report highlights steady growth in Poland and rapid expansion across Central Europe.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\ud83c\uddf5\ud83c\uddf1 In Poland:<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>GMV up <strong>+9.8% YoY<\/strong>, nearly double national retail growth.<\/li>\n\n\n\n<li>Revenue increased <strong>+18% YoY<\/strong>, with advertising soaring <strong>+30%<\/strong>.<\/li>\n\n\n\n<li><strong>15.2M active buyers<\/strong>, adding 300k in a single quarter.<\/li>\n\n\n\n<li><strong>Smart! Week<\/strong> broke sales and engagement records.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">\ud83c\udf0d International Expansion:<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>GMV in Czechia, Slovakia, and Hungary grew <strong>+61% YoY<\/strong>.<\/li>\n\n\n\n<li>Nearly <strong>4M active buyers<\/strong> outside Poland (+57% YoY).<\/li>\n\n\n\n<li><strong>Smart!<\/strong> surpassed 1M international users.<\/li>\n\n\n\n<li>Mall North\u2019s transformation into a leaner 1P model reduced costs and improved margins.<\/li>\n<\/ul>\n\n\n\n<p>\ud83d\udca1 <em>Big picture:<\/em> Allegro\u2019s EBITDA rose <strong>+20% YoY<\/strong>, leverage dropped to 0.72x, and 2025 guidance was raised for both revenue and profitability.<br><strong>The takeaway:<\/strong> Allegro proves that combining strong domestic leadership with disciplined international expansion fuels sustainable growth.<\/p>\n\n\n\n<p><a href=\"https:\/\/about.allegro.eu\/static-files\/e7afbc77-4926-4ac3-be34-7c531d1cf391\" data-type=\"link\" data-id=\"https:\/\/about.allegro.eu\/static-files\/e7afbc77-4926-4ac3-be34-7c531d1cf391\" target=\"_blank\" rel=\"noopener\">Full document<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">2.Europe\u2019s E-commerce 2025: From Expansion to Evolution<\/h2>\n\n\n\n<p>The <em>European E-commerce Report 2025<\/em> reveals a market that keeps growing \u2014 but not like before. After years of explosive expansion, the continent\u2019s online retail landscape is entering a new era: one defined by smarter growth, deeper engagement, and sustainable innovation.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">1\ufe0f\u20e3 From Hypergrowth to Smart Growth<\/h3>\n\n\n\n<p>In 2024, Europe\u2019s B2C e-commerce turnover rose <strong>7%<\/strong>, from <strong>\u20ac765B to \u20ac819B<\/strong>, and is projected to reach <strong>\u20ac875B in 2025<\/strong> (+4%). Western Europe, still the powerhouse with <strong>\u20ac466.5B<\/strong>, grew modestly (+5%), while <strong>Southern (+9%)<\/strong>, <strong>Central (+8%)<\/strong>, and <strong>Eastern Europe (+18%)<\/strong> accelerated.<br>The message is clear: the next chapter isn\u2019t about scale \u2014 it\u2019s about strategy.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">2\ufe0f\u20e3 Spending, Not Shoppers, Drives the Market<\/h3>\n\n\n\n<p>Between 2020 and 2025, Europe added just <strong>+52M e-shoppers<\/strong>, yet <strong>average spend per person rose by \u20ac467<\/strong> \u2014 from <strong>\u20ac1.51K to \u20ac1.98K<\/strong>.<br>This means Europeans are buying more, more often, and across more categories \u2014 from essentials to experiences.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">3\ufe0f\u20e3 A Saturated but Smarter Market<\/h3>\n\n\n\n<p>With <strong>94% internet penetration<\/strong> und <strong>73% of Europeans shopping online<\/strong>, digital adoption is near its limit. Countries like <strong>Denmark, Switzerland, the Netherlands, and Norway<\/strong> have reached <strong>100% connectivity<\/strong>.<br>Future growth will come not from adding users, but from enhancing <strong>trust, personalization, and circular value models<\/strong>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">4\ufe0f\u20e3 Regional Shifts: East and South Rise<\/h3>\n\n\n\n<p>While Western Europe accounts for <strong>57% of total turnover<\/strong>, <strong>Eastern Europe<\/strong> \u2014 with only <strong>2% of total spend but 20% of e-shoppers<\/strong> \u2014 represents the <strong>next frontier<\/strong>. As logistics, digital payments, and consumer trust advance, the East\u2019s acceleration could redefine the European map of online retail.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">5\ufe0f\u20e3 Inflation Cools, Confidence Returns<\/h3>\n\n\n\n<p>With inflation dropping from <strong>6.1% (2023)<\/strong> to <strong>2.6% (2024)<\/strong>, real e-commerce growth reached <strong>+4.2%<\/strong>. Consumers regained confidence, shifting from caution to considered value \u2014 opting for <strong>refurbished goods<\/strong>, <strong>flexible delivery<\/strong>, and <strong>sustainable packaging<\/strong>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">6\ufe0f\u20e3 A Market of Challenges and Chances<\/h3>\n\n\n\n<p>E-commerce in Europe is maturing \u2014 and with maturity comes complexity.<br>SMEs face new regulatory and tax hurdles, while non-EU competitors continue to test fair competition standards. Yet innovation thrives: <strong>AI-driven personalization<\/strong>, <strong>urban logistics<\/strong>, and <strong>green fulfillment networks<\/strong> are transforming how Europeans buy and brands deliver.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\ud83d\udcac The Big Picture<\/h3>\n\n\n\n<p>Europe\u2019s e-commerce story is no longer about more users \u2014 it\u2019s about <strong>more value per user<\/strong>.<br>In a market approaching digital saturation, <strong>connection becomes the new conversion<\/strong>.<br>Growth now depends on how brands <strong>listen, adapt, and deliver experiences that matter<\/strong> \u2014 responsibly, locally, and sustainably.<\/p>\n\n\n\n<p><a href=\"https:\/\/ecommerce-europe.eu\/wp-content\/uploads\/2025\/10\/CMI2025_LIGHT_CORRIGENDUM.pdf\" target=\"_blank\" rel=\"noopener\">Full document<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">3. \ud83c\udde7\ud83c\uddea Amazon and Google Bet Big on Belgium<\/h2>\n\n\n\n<p>Two global giants have chosen <strong>Belgien<\/strong> as their next digital stronghold:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Amazon:<\/strong> \u20ac1 billion investment (2025\u20132027), its largest in Belgium.<\/li>\n\n\n\n<li><strong>Google:<\/strong> \u20ac5 billion expansion (2026\u20132027), bringing total investment to <strong>\u20ac11B since 2007<\/strong>.<\/li>\n<\/ul>\n\n\n\n<p>Both aim to develop <strong>AI services for SMEs, data centers, and renewable infrastructure<\/strong> \u2014 a major boost for the European tech ecosystem.<\/p>\n\n\n\n<p>Meanwhile, Belgium is proposing a <strong>\u20ac2 parcel tax on low-value imports (&lt;\u20ac150)<\/strong> from non-EU platforms (Temu, Shein, Alibaba) to promote fair competition and sustainability.<\/p>\n\n\n\n<p>\ud83d\udca1 <em>Why it matters:<\/em><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Thousands of jobs will emerge by 2027.<\/li>\n\n\n\n<li>Stronger digital and logistics networks for SMEs.<\/li>\n\n\n\n<li>Regulatory debates over competitiveness, taxes, and working conditions intensify.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">4. Amazon Still Wears the Crown \u2014 Across All Markets<\/h2>\n\n\n\n<p>The <strong>2025 Remazing x Appinio Shopper Report<\/strong> confirms it: Amazon remains #1 in every major global market, with <strong>95% of consumers<\/strong> making at least one purchase on the platform.<\/p>\n\n\n\n<p>Even as Temu and Shein gain ground in France, Italy, and Spain, Amazon\u2019s formula \u2014 <strong>price + speed + trust<\/strong> \u2014 keeps it at the top.<\/p>\n\n\n\n<p>Yet, a shift is underway:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>67% of Spanish<\/strong> und <strong>45% of French<\/strong> shoppers have bought from <strong>Alibaba<\/strong>.<\/li>\n\n\n\n<li>Price sensitivity and variety are redefining loyalty.<\/li>\n<\/ul>\n\n\n\n<p>\ud83d\udcac <em>Key takeaway:<\/em> Europe\u2019s eCommerce is no longer just Amazon vs. everyone else \u2014 it\u2019s a battle of <strong>value vs. experience<\/strong>.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img fetchpriority=\"high\" decoding=\"async\" width=\"558\" height=\"263\" src=\"https:\/\/www.tfe.agency\/wp-content\/uploads\/2025\/10\/Amazon-Shopper-Report.png\" alt=\"\" class=\"wp-image-113848\" style=\"width:551px;height:auto\" srcset=\"https:\/\/www.tfe.agency\/wp-content\/uploads\/2025\/10\/Amazon-Shopper-Report.png 558w, https:\/\/www.tfe.agency\/wp-content\/uploads\/2025\/10\/Amazon-Shopper-Report-300x141.png 300w, https:\/\/www.tfe.agency\/wp-content\/uploads\/2025\/10\/Amazon-Shopper-Report-18x8.png 18w\" sizes=\"(max-width: 558px) 100vw, 558px\" \/><\/figure>\n<\/div>\n\n\n<h2 class=\"wp-block-heading\">5. \ud83c\udf10 Cross-Border Marketplaces Take the Lead<\/h2>\n\n\n\n<p><strong>Cross-Border Commerce Europe<\/strong>\u2019s 2025 report reveals that cross-border eCommerce hit <strong>\u20ac358.7B<\/strong>, with <strong>70% (\u20ac247.5B)<\/strong> coming from marketplaces.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\ud83c\udfc6 Top 10 Cross-Border Marketplaces<\/h3>\n\n\n\n<p>Amazon \u00b7 Temu \u00b7 eBay \u00b7 AliExpress \u00b7 Etsy \u00b7 Vinted \u00b7 OLX \u00b7 Zalando \u00b7 Decathlon \u00b7 Shein<\/p>\n\n\n\n<p>Marketplaces are now the <strong>operating system of global commerce<\/strong> \u2014 shaping logistics, pricing, and marketing strategies across borders.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Why It Matters:<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>98% of marketplace traffic in 2026 will be <strong>cross-border<\/strong>.<\/li>\n\n\n\n<li>Europe\u2019s cultural and regulatory diversity remains complex \u2014 but full of opportunity.<\/li>\n\n\n\n<li>Hybrid models (1P + 3P) are redefining scalability and seller ecosystems.<\/li>\n<\/ul>\n\n\n\n<p>\ud83d\udcac <em>Questions to reflect on:<\/em><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Will marketplaces continue to dominate, or will D2C regain space?<\/li>\n\n\n\n<li>Which model \u2014 Amazon\u2019s scale, Zalando\u2019s specialization, or Vinted\u2019s circular approach \u2014 is most sustainable?<\/li>\n<\/ul>\n\n\n\n<p>At <strong>TFE Agency<\/strong>, we believe: understanding the <strong>model, data, and regulations<\/strong> is what makes the difference between selling more \u2014 and selling smarter.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Final Thought<\/h2>\n\n\n\n<p>The comeback of <strong>TFE Gespr\u00e4ch<\/strong> marks a renewed focus on sharing insights that help brands, entrepreneurs, and partners navigate Europe\u2019s evolving digital economy.<br>From marketplace strategy to regional growth shifts, one thing is clear: <strong>eCommerce isn\u2019t slowing down \u2014 it\u2019s evolving.<\/strong><\/p>\n\n\n\n<p>\ud83d\udcac What trend stood out to you this month? Share your thoughts and let\u2019s discuss the future of European marketplaces together.<\/p>","protected":false},"excerpt":{"rendered":"<p>The comeback edition: Marketplaces, growth, and digital transformation shaping Europe\u2019s eCommerce future \ud83d\ude80 After a brief pause, TFE Talk is back \u2014 and so is our monthly roundup of marketplace insights, European eCommerce trends, and the strategic shifts defining the industry\u2019s next chapter.October 2025 brings an exciting mix of growth stories, regional transformations, and renewed [&hellip;]<\/p>\n","protected":false},"author":8,"featured_media":113849,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"content-type":"","footnotes":""},"categories":[93,1],"tags":[185,177,180,190,178,184,187,183,188,192,181,189,182,186,179,191],"class_list":["post-113846","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-knowledge-base","category-blog","tag-amazoneurope","tag-amazongermany","tag-amazonseller","tag-businessgrowth","tag-ecommerce","tag-ecommercetips","tag-fulfillmentbyamazon","tag-germanmarket","tag-globalexpansion","tag-july","tag-marketplace","tag-marketresearch","tag-onlinebusiness","tag-productcompliance","tag-sellonamazon","tag-tfetalk"],"_links":{"self":[{"href":"https:\/\/www.tfe.agency\/de\/wp-json\/wp\/v2\/posts\/113846","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.tfe.agency\/de\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.tfe.agency\/de\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.tfe.agency\/de\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/www.tfe.agency\/de\/wp-json\/wp\/v2\/comments?post=113846"}],"version-history":[{"count":2,"href":"https:\/\/www.tfe.agency\/de\/wp-json\/wp\/v2\/posts\/113846\/revisions"}],"predecessor-version":[{"id":113852,"href":"https:\/\/www.tfe.agency\/de\/wp-json\/wp\/v2\/posts\/113846\/revisions\/113852"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.tfe.agency\/de\/wp-json\/wp\/v2\/media\/113849"}],"wp:attachment":[{"href":"https:\/\/www.tfe.agency\/de\/wp-json\/wp\/v2\/media?parent=113846"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.tfe.agency\/de\/wp-json\/wp\/v2\/categories?post=113846"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.tfe.agency\/de\/wp-json\/wp\/v2\/tags?post=113846"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}