The Order
By Christian Umbach
issues
The Order : Weekly Aggregator Roundup - OpenStore
The Economist highlights the changes in the ad market with Amazon, TikTok and Apple expanding their share in "The $300bn Google-Meta advertising duopoly is under attack".
The Order : Weekly Aggregator Roundup - Amazon & Shopify product announcements
As Business of Fashion reports, the brick and mortar side rebounds lightly as retailers re-open stores and DTC brands start seeing stores as a tactical component of their customer engagement strategy (but rents are picking back up...). Meanwhile Bed Bath &…
The Order : Weekly Aggregator Roundup - Hero Cosmetics & Cap Hill Brands
Amazon-native brand Hero Cosmetics was acquired by Church & Dwight: Sale Price: $630M Price-to-Sales Multiple: 5.5xPrice-to-EBITDA Multiple: 14x~Trailing 12-Month Financials~Revenue: $115 millionEBTIDA: $45 millionEBITDA Margin: 39%As Marketplace Pulse hi…
The Order : Weekly Aggregator Roundup - Society Brands & Marico
The Flipkart (and regulatory) challenge: "Amazon, facing ‘unfavorable’ regulatory environment, struggles to expand in India" [Techcrunch].Economic Times of India adds further comparisons.
The Order : Weekly Aggregator Roundup - Peloton & Pharmapacks
Marketplace Pulse in it's recent article "Walmart Opens Third-Party Seller Floodgates" points to a recent shift in Walmart's strategy: "Walmart appeared to operate the marketplace as a traditional retailer, trying to control the number of sellers providing as…
The Order : Weekly Aggregator Roundup - Dianxiaomi
Statista sees global eCommerce recover heavily in 2023 after the 2022 hit.
The Order : Weekly Aggregator Roundup - Upper90
71,000 net new stores added in the first half of 2022 - while the number of Shopify merchants keeps growing, its growth has rapidly slowed from +680,000 in 2020 and +314,000 in 2021 [Reuters].
The Order : Weekly Aggregator Roundup - eBay & the cash conversion cycle
Marketplace pulse shows in "eBay Loses Pandemic’s E-Commerce Surge" how eBay 's sales surged during covid but are expected to take a hit in 2022.
The Order : Weekly Aggregator Roundup - Nebula Brands, Q2 results & Fund my Brand
Third party sellers contributed 57% of sold units on the Amazon marketplace in Q2, up 2% from Q1 2022. Explore the graph on Marketplace Pulse.
The Order : Weekly Aggregator Roundup - AnyMind
In its article "Amazon Is Not Abandoning Private Label Business" Marketplace Pulse that we shouldn't expect Amazon to fully exit the private label space any time soon. A review of the profitability - along with the regulatory pressure - may well reduce the nu…
The Order : Weekly Aggregator Roundup - Pattern Brands & Prime Day stats
Biggest Prime day ever: 300M+ items purchased worldwide, $1.7B "saved" with top categories: Consumer Electronics, Household Essentials, and Home [Amazon]Prime time (in the US): 8 p.m.—9 p.m. PT on Wednesday, July 13 [Amazon]Two day Prime day event pushed web …
The Order : Weekly Aggregator Roundup - Shopify flywheel
Marketplace Pulse outlines Shopify's flywheel as the company pushed for stronger positioning around its consumer-facing brand.
The Order : Weekly Aggregator Roundup - GoNorth
The Fortia Group in its latest webinar put some numbers to the recent decline in multiple. A survey among 35 aggregators/buyer participants indicated that 82% of respondents are seeing 2 - 4x SDE (incl deferred comp). This is down from Dec 2021 numbers where …
The Order : Weekly Aggregator Roundup - Rainforest & Razor Group
Moonshot Brand's Jesus Sotelo Ayuso breaks down the current interest rate changes and its impact on exits in Moonshot's blog: "What Does the Fed Rate Hike Mean for Amazon Sellers and Other Small Businesses Looking to Exit?"
The Order : Weekly Aggregator Roundup - Goat Brand Labs & Prime Day(s)
This week Amazon officially announced the upcoming Prime Day which will take place as a two day event. Modern Retail digs in to explore "How third-party sellers are prepping for Prime Day". As Business Insider reports, a second Prime Day-style sales event may…
The Order : Weekly Aggregator Roundup - House of Brands Company
Marketplace Pulse in its article "Amazon is Drowning in Trademarks" highlights the steep growth of trademark registrations (among other accelerated by Chinese sellers). Moreover, Amazon's Brand registry saw a 40% increase YoY in 2021 covering at least 700k br…
The Order : Weekly Aggregator Roundup - Mensa Brands & Shopify apps
CNBC this week in its article "Walmart is using its thousands of stores to battle Amazon for e-commerce market share" details how Walmart - the biggest retailer in the US, is stepping up its eCommerce business to compete with Amazon which currently owns ~40% …
The Order : Weekly Aggregator Roundup - RubiBrands
As Commerce IQ data indicates as its CEO Guru Hariharan posted on Linkedin this week, top lines revenue is suffering due to continuously high out-of-stock rates.
The Order : Weekly Aggregator Roundup - eBrands
As Marketplace Pulse details in its latest article US E-Commerce Nears $1 Trillion the current "slow down" in eCommerce growth was very much anticipated as the eCommerce market has almost doubled in 3 years. Overall eCommerce represents about 21% of core reta…
The Order : Weekly Aggregator Roundup - Agora
A relief on the Cost of Goods Sold side - freight rates continue to trade downwards. Overall, Drewry’s composite World Container Index decreased by 0.9% to $7,657.20 per 40ft container this week.