The Order : Weekly Aggregator Roundup - Valoreo

Chart of the Week

As Marketplace Pulse reports eBay's total GMV just slightly increased by +2.8% to reach $40.1B in 2021 - given the overall stronger growth of the market this led to yet another decline in eBay's marketshare in the US> eBay looks to focus more of its activities on specific categories such as luxury watches, handbags, collectibles, sneakers where overall growth exceeds the firms performance & it has previously invested in more heavily.

eBay Share of US eCommerce [Marketplace Pulse]

New funding this week: $80M

Funding Craze 💰

• Latam: Valoreo announces $80M equity round led by L Catterton. The aggregator has operations in Mexico, Brazil, and Colombia and has to date acquired more than 25 brands acquired [PR Newswire]

Movers & Shakers 🤝

• Online interior design service Havenly acquires home furnishing DTC brand The Inside [Pymnts]

• Inside ABFRL: "Can Aditya Birla Fashion Challenge India’s Thrasio-Like Startups With Its House Of Brands?" [Inc42]

Strategy 📈

• US retail sales start strong: “Retail Sales Jumped in January, Another Sign of the Economy’s Resilience” [NY Times]

• "ABFRL expects D2C brands to contribute nearly 15 percent revenue in five years" [YourStory]

• Thrasio data: "Large appliances is Amazon’s most lucrative category" [Charged Retail]

Events 🎤

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

• Mar 2-3: White Label Expo in London 

• Mar 12: Seller Barcamp in Munich

• Mar 14-16: Prosper Show in Las Vegas

After the terrible war that Russia initiated this week in Ukraine, our thoughts and prayers go out to the people in Ukraine. I dearly hope that this week an agreement can be reached to immediately stop the war in the region.

Let's make this week count,

Christian