The Order : Weekly Aggregator Roundup - Thrasio, Harry's & The Aggregator Show
Chart of the Week
Third party seller models are evolving across retailers with Kroger, Urban Outfitters, and now Macy's having launched or announced marketplace access. As Wall Street Journal details this comes in an era of the digital shopping boom:
Get ready for 2022:
Our friends at PowWow are planning the Aggregator Show in Feb 2022 featuring 250 large sellers. If you are interested check out their website or ping Yehuda.
New funding this week: —
Funding Craze 💰
After $2bn in the last few weeks, this week was a break to the craze.
Movers & Shakers 🤝
From aggregator to brand: "Thrasio wants to be more than an Amazon aggregator. Inside its attempt to build customer loyalty and become the Procter & Gamble of the digital era" [Business Insider]
Harry's doubles down on its brand acquisition brands: "Brand incubator Harry’s Labs makes acquisition of D2C deodorant brand Lumē" [Techcrunch]
Strategy 📈
Aggregators, growth & market correction: "Inside the red-hot economy of startups gobbling up Amazon sellers and becoming unicorns within months" [Business Insider]
Amazon’s Marketplace Model Coming to a Store Near You [Wall Street Journal]
E-commerce agency The Stable is acquiring two of the biggest Shopify agencies to attract direct to consumer brands [Business Insider]
Holiday shopping may have come early this year: "Christmas purchasing plans altered by Supply chain fears" [Tamebay]
Missing the small merchant buzz? "BigCommerce Isn’t a Shopify Clone—And What That Means For Its Stock" [The Information]
Let's make this week count,
Christian