The Order : Weekly Aggregator Roundup - Win Brands & Amazon Q4

Chart of the Week

Amazon's Q4 2021 results were a mixed bag. AWS and the returns from the Rivian IPO aside, it's North America and International business posted an operating loss. Digging into the numbers yet reveals decent growth for third party sellers (+12% in Q4 YoY) and notably advertising spend was up significantly (+ 33% YoY) - which stands in contrast to Meta's advertising-led revenue tank.

Amazon Q4 Earnings [Amazon Investor Relations]

New funding this week: $40M

Funding Craze 💰

• Win Brands announced a $40M equity round led by Orangewood Partners along with it's next acquisition of outdoor & lifestyle brand Love Your Melon [PR Newswire]

Movers & Shakers 🤝

• "‘Not a flash in the pan’: Win Brands Group’s Kyle Widrick on growing a DTC roll-up company" [Modern Retail]

• "Amazon Aggregator D1 Brands Acquires U.K.-Based Kitchen Ware Line With $50 Million In Sales" [Forbes]

• "E-Commerce Company Cart.com Raises $240 Million in Funding" [Bloomberg]

• "Wayflyer raises $150M on a $1.6B valuation for a new spin on providing loans to e-commerce merchants" [Techcrunch]

Strategy 📈

• Third party sales on Amazon marketplace hit $390B GMV: "Amazon GMV Reached $600 Billion in 2021" [Marketplace Pulse]

• US Prime costs are set to increase from $119 to $139: "Amazon Prime Increase Won’t Solve E-Commerce Struggles" [Washington Post]

• Change is coming for one of India's largest sellers - and Amazon JV: "Cloudtail shutdown? A chance for homegrown sellers to fill the void" [Times of India]

Events 🎤

• Feb 28 - Mar 02: The Aggregator Show in New Jersey

• Mar 14-16: Prosper Show in Las Vegas

Let's make this week count,

Christian