The Order : Weekly Aggregator Roundup - Seller market in numbers & the Amazon Ad market

Chart of the Week

The aggregation opportunity in numbers: Marketplace Pulse modeled seller distribution based on Amazon's latest results: 125,000 sellers realizing annual sales of at least $500k, 60,000 sellers at least $1M.

Number of Amazon Sellers by Annual Sales [Marketplace Pulse]

The Amazon Advertising IPO

Following Amazon's details around their advertising business Stratechery outlines Amazon's three pillars of their ad success:

1. Search advertising is the best and most profitable form of advertising

2. Amazon faces no data restrictions (Apple's privacy measures - known as App Tracking Transparency [ATT] only regard third party data sharing, Amazon has first party data)

3. Amazon benefits from ATT spillover that curbs advertisers power around cookie tracking

Illustration of the Ad Market [Stratechery]

New funding this week: $--M

Funding Craze 💰

More next week?

Movers & Shakers 🤝

• Mensa Brands: "Inside Mensa Brands' 'house of brands' play [Fortune India]

Strategy 📈

• "Rollups: The Gators Defining the Merchant Makeover" [American Prospect]

• "The new economy of Amazon aggregators is so hot that major players including Thrasio and SellerX have turned to a matchmaking service to acquire new sellers" [Business Insider] - on that note, are you already getting brand leads from Flip my Brand?

• Advertising Is Masking Amazon’s Unprofitability [Marketplace Pulse]

• From movies to shipping, AWS is driving Amazon’s revenue diversification [Techcrunch]

• Amazon targets freight forwarding with Global Logistics offering [Air Cargo News]

Events 🎤

• Feb 17, 12pm EST: "Stories Of Sellers Who Have Exited", Fortia Webinar

• 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