The Order : Weekly Aggregator Roundup - Thrasio & AnyMind
Holiday Sales Analysis: What we can learn from 2020 & 2021
Seeing data across thousands of brands our team has put together some guidance on what to expect in the upcoming weeks. The short of it is that Thanksgiving & Cyber Monday are really just the start, not the peak of the holiday season. More details in our latest blogpost.
![FBA Unit Sales Analysis across top FBA Brands [Xapix]](https://substackcdn.com/image/fetch/$s_!qBFf!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb5dd4453-c973-421e-9899-a15878eaca74_740x421.png "FBA Unit Sales Analysis across top FBA Brands [Xapix]")
Chart of the week #1: US eCom Sales
In "US E-Commerce Sales Surpass $1 Trillion", Marketplace Pulse points to the staggering growth of eCommerce despite the recent slowdown: 'E-commerce spending is 25% bigger than pre-pandemic forecasts would have suggested'.
![US eCommerce TTM Sales [Marketplace Pulse / US Department of Commerce]](https://substackcdn.com/image/fetch/$s_!mIP5!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F34b4cf22-5637-4af4-b9eb-904e2431958c_740x384.png "US eCommerce TTM Sales [Marketplace Pulse / US Department of Commerce]")
Chart of the week #2: Retail tech investments
CB Insights published its 127-page Q3 2022 State of Retail Tech report this week. TLDR: funding is down, deals are up.
![Global retail tech funding & deals [CB Insights]](https://substackcdn.com/image/fetch/$s_!MnBv!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9598dda9-2b87-4c08-8145-843549ecf423_740x352.png "Global retail tech funding & deals [CB Insights]")
New funding this week: $ -- M
Funding Craze 💰
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Movers & Shakers 🤝
Thrasio: More acquisitions, broader channel focus: " In His First Interview, Thrasio’s New CEO Puts Company Turmoil In The Rear-View Mirror" [Forbes]
Supply chain data push: "FedEx, Cart.com form strategic alliance to tackle e-commerce" [Freightwaves]
eCommerce solution suite AnyMind gets green light for IPO [Tech in Asia]
Strategy 📈
A relief for sellers: "Amazon Pledges to Stop Summary Suspensions of Online Sellers" [Bloomberg]
Amazon Seller Central fee changes [Amazon]
"Shopify tests universal search" [Marketplace Pulse]
"Inside a boot camp for Chinese TikTok sellers bringing live e-commerce to the U.S." [Rest of World]
"A 'credible alternative to Google and Amazon': Klarna brings its price comparison tool to Europe" [Techcrunch]
Inventory overstock hurts margins: "Target earnings miss by a mile amid 'significant change in consumer shopping patterns'" [Yahoo Finance]
"Quantifying the global eCommerce slowdown" [Techcrunch]
TikTok US push: "As Meta and Twitter Lay Off Thousands in Bay Area, TikTok Plans to Double Staff" [The Information]
11% revenue growth: "JD.com Earnings Top Q3 Estimates As Sales Edge Below Views" [Investors]
"Alibaba eyes logistics growth in Latam as China commerce slows" [Techcrunch]
"SHEIN Pilots Taobao Model in Brazil" [PanDaily]
Events 🎤
Seller Barcamp, Nov 25 in Berlin
Titan Holiday Parties, Dec (various)
Let's make this week count,
Christian