The Order : Weekly Aggregator Roundup - Global Bees & Honasa

Thanks for an amazing 2021, all eyes on 2022 👀

2021 marks an exciting year for aggregators & brand houses. Here's to a great last year from the Xapix team 🥂

🤖 1,628 brands scanned for M&A

📈 83,152 SKUs analyzed for their momentum

💸 $12bn+ in funding mark a foundational year for the space

I'm confident this will look like a small beginning as 2022 unfolds 🤩

Chart of the Week

2PM references Jungle Scout survey data to outline marketplace distribution for Amazon third party sellers. Ebay's game looks strong.

Marketplace Activity for Amazon 3rd Party Sellers [2PM]

New funding this week: $162M

Funding Craze 💰

• India: Global Bees announced their $110M Series B at unicorn valuation led by Premji Invest to accelerate growth across the beauty, personal care, home & kitchen, food & nutrition, and sports & lifestyle segments [Techcrunch]

• India: house of brands Honasa Consumer - parent of personal care brands Mamaearth and The Derma - accelerates its growth with a $52M fundraise at unicorn valuation led by Sequoia [Business Today]

Strategy 📈

• Amazon vs Shopify moat - "Memo: Frenemies Part 2" [2PM]

• "Should Retailers Split E-Commerce From Stores? A High-Level Debate" [WSJ]

Last, but not least

🙌Thanks to you as one of the shapers in this evolving industry and the 60+ aggregators & brand houses are active readers of The Order 📦

Let's make this year count,

Christian