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]

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]

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]

New funding this week: $ -- M

Funding Craze 💰

• /

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