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The Order : Weekly Aggregator Roundup - Olsam, WPP & Helen of Troy

The Order
Happy Sunday,
Here’s a quick roundup of last week’s news:

Chart of the Week:
Marketplace Pulse digs into “Amazon’s DTC Master Plan” around Amazon’s announcement to make Prime accessible to other retailers. Stratechery’s “Beyond Aggregation: Amazon as a Service” further looks at how Amazon is further evolving and comparing it to Shopify’s subscriptions approach.
Prime DTC Flywheel [Marketplace Pulse]
Prime DTC Flywheel [Marketplace Pulse]
Amazon's Growth
It wasn’t a great week for Amazon, definitely not for its shareholders (-14% on Friday). But as Marketplace Pulse uncovers that’s still above the pre-pandemic trendline so far: “Amazon’s Growth Was Expected to Slow
Amazon Paid Units Growth [Marketplace Pulse]
Amazon Paid Units Growth [Marketplace Pulse]
New funding this week: $-M
Funding Craze 💰
n/a
Movers & Shakers
  • Europe: “London-based Amazon aggregator Olsam Group has acquired US-based Marketfleet as ‘the aggregation of the aggregators’ continues” [Business Insider]
  • Europe: “WPP takes on THG’s Ingenuity with plan to run brands’ online stores” [The Times]
  • US: Helen of Troy Acquires Curlsmith for $150M [WWD]
Strategy 📈
  • “Amazon Posts First Quarterly Loss Since 2015 as Costs, Rivian Stake Weigh on Results” [Wall Street Journal]
  • “Amazon’s Flagship Online-Shopping Business Stalls After Decades of Growth” [Wall Street Journal]
  • “Good news for Amazon, Alphabet: Despite reopening, analyst sees e-commerce growing fast” [CNBC]
  • “India to launch open eCommerce network to take on Amazon, Walmart” [Mint]
  • DTC brand Your Super does $60 million in annual sales. Now the wellness startup is locking down retail partners like Target and CVS with a laser focus on profitability. [Business Insider]
  • “How eCommerce enables inflation” [Axios]
Events 🎤
  • eCom World, May 4-6 online
  • KPMG Retail VAT and Customs Masterclass 2022, May 12 online
Let’s make this week count,
Christian
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Christian Umbach

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