The Order : Weekly Aggregator Roundup - Amazon & Shopify Q3

Chart of the week #1:

As Marketplace Pulse highlights in "Amazon Covid Bump Fades" both Amazon and Shopify are returning to a pre-covid growth trajectory:

Amazon:

Amazon Unit Sales TTM [Marketplace Pulse via Amazon]

Shopify:

Shopify GMV TTM [Marketplace Pulse via Shopify]

Chart of the week #2

Jungle Scout ran a comparison of Amazon and Walmart - more details in its latest report: Amazon vs. Walmart: The Growth & Future of Ecommerce

Amazon vs Walmart Metrics [Jungle Scout]

New funding this week: $ -- M

Funding Craze 💰

🥁🥁

Movers & Shakers 🤝

• India: Mason - "Accel backs startup offering 'Amazon-grade' commerce engine to online sellers around the world" [Techcrunch]

• US: Spreetail layoffs 😢 [Journalstar]

Strategy 📈

• Growth is slowing heavily: "Amazon just flashed the holiday warning retailers were hoping to avoid" [Business Insider]

• The metaverse doesn't deliver (yet): "Meta is in trouble" [Techcrunch]

• The state of social shopping: How platforms like TikTok, Instagram, and YouTube are battling for e-commerce dollars [Business Insider]

• Walmart Fulfillment Services are powering Walmart's marketplace: "Everything on Walmart Ships from Walmart" [Marketplace Pulse]

• Strong merchant solution revenue and Q4 outperformance expected: "Shopify beats revenue estimates as new tools pull in businesses" [Yahoo Finance]

• "Shopify’s sell-more strategy starts to pay off" [The Logic]

• Deals no more: "Shopify Exchange Marketplace is shutting down" 😱 [Twitter]

• Direct from manufacturer: "How Retail App Temu Lures US Shoppers With Mind-Bending Prices" [Wired]

• "Unilever reports record 12.5% quarterly price increase" [Financial Times]

Events 🎤

• AMZ Innovate, Nov 07 in NY

• Seller Barcamp, Nov 25 in Berlin

Let's make this week count,

Christian