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The Order : Weekly Aggregator Roundup - Thrasio

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

Chart of the week:
Average Cost-per-Click of Amazon Ads in the US [Marketplace Pulse]
Average Cost-per-Click of Amazon Ads in the US [Marketplace Pulse]
New funding this week: $0M
Funding Craze 💰
Still a craze? Business prepping for prime day? Let’s see - no new funding announcements this week. Biggest headline was various news outlets digging up - unconfirmed - details on Thrasio’s long-rumored SPAC deal:
  • Michael Klein’s Churchill Capital V (for those passionate about mobility - IV is taking Lucid Motors public) is reported to be in talks with Thrasio. No deal has been finalized and none of the key stakeholders have commented on the report. [Bloomberg]
Strategy 📈
  • Simple economics at work - with demand for ads on Amazon increasing, prices move up: “Amazon Ads Are Getting More Expensive” [Marketplace Pulse]
  • Indian market snapshot: “$300 million, 10 startups and a dream: Decoding the secretive Thrasio-model by Indian startups” [Money Control]
  • Berlin Brands MD of Global Expansion / M&A on Christian Salza on acquisitions, the European market, and tech [Practical eCommerce]
  • Third party sellers as partners or competitors for Amazon? This an more in “The Prime Effect: How The Amazon Marketplace Shapes How We Shop” [wbur]
  • 🍿- part 1: Netflix moves into e-commerce with launch of online store [The Hill]
  • 🍿- part 2: Live shopping - Alibaba expands cloud products with livestream shopping in its battle against Amazon [CNBC]
Let’s make this week count,
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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!

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