The Order

By Christian Umbach

The Order : Weekly Aggregator Roundup - D1Brands & Upscalio

#20・
28

issues

The Order
Happy Sunday,
here’s a roundup of the last week:

Chart of the week
Walmart shoppers love the offline experience: “Why Walmart’s e-commerce growth is cooling off while Amazon is still on fire” - Quartz has the full story.
Walmart's eCommerce Sales Growth in the US [Quartz]
Walmart's eCommerce Sales Growth in the US [Quartz]
New funding this week: $165.5M
Funding Craze 💰
  • US: D1 Brands scores in growth funding $123M to expand it’s 85+ person team and acceleration FBA seller acquisitions [Forbes]
  • India: Upscalio raises $42.5M for acquisitions in the 5-50 crore range (670k-6.7M USD) [Economic Times]
Strategy 📈
  • Following the new incentive structure on the ads side, Amazon launches the beta of additional tools to measure the performance of non-Amazon marketing channels: Amazon Attribution [Amazon.com]
  • Chinese seller are pushing for DTC - “Amazon blocks top Chinese sellers, forcing industry to seek new pathways” [Global Times]
  • Analysis of Shopee’s and it’s competition with Alibaba’s international eCommerce holdings: “Shopee is on track to eclipse Alibaba’s entire international e-commerce business by 2022” [Vulcan Post]
  • State intervention Part 1 : Not hitting Amazon quite yet, but FTC Chair Khan starts taking on Facebook this week with a continuation of a Trump-era case [Washington Post]. While this is noteworthy itself, Amazon-land is on high alert. Khan is famously know for her Yale Law Publication titled “Amazon’s Antitrust Paradox”. And, oh yeah - Amazon is trying to keep her away from Seattle [CNBC].
  • State intervention Part 2: India is planning a state-sponsored open network for digital commerce - “India Readies an Amazon Slayer — State-Backed E-Commerce” [Bloomberg]
  • State intervention Part 3: Shenzhen is paying online businesses to sell somewhere besides Amazon [Quartz]
Let’s make this week count,
Christian
Did you enjoy this issue? Yes No
Christian Umbach

We are helping E-Commerce Aggregators to accelerate their deal execution and scale up operations. 🔥 The Order comes as a monthly newsletter with curated content pieces around hot topics in the marketplace aggregation space as well as the latest product updates and Xapix news -- plus weekly roundups on Sundays around last week's funding and key strategy insights. Enjoy the read!

In order to unsubscribe, click here.
If you were forwarded this newsletter and you like it, you can subscribe here.
Created with Revue by Twitter.