📦 The Order

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The Order : Weekly Aggregator Roundup - BFCM stats

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The Order : Weekly Aggregator Roundup - BFCM stats

Christian Umbach
Nov 27, 2022
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The Order : Weekly Aggregator Roundup - BFCM stats

the1order.substack.com

BFCM in full swing

Adobe's shopping trends shows sales current sales performance. Additional stats in Adobe's Insights Report.

US Holiday Season GMV [Adobe]
US Holiday Season GMV [Adobe]
Discount rates by category / US [Adobe]
Discount rates by category / US [Adobe]
Additional discount rates / US [Adobe]
Additional discount rates / US [Adobe]

Also, Shopify is crushing it. Both their merchants - Total GMV on BF up 19% YoY (w/o currency effects) [Shopify] - plus the data viz team [Shopify Datastories 😍]:

BCFM Real time visualization [Shopify Datastories]
BCFM Real time visualization [Shopify Datastories]

Chart of the week:

Paypal published EU-focused stats on online shopping and payment behavior. Consumers across the EU & UK spend an average of 342EUR online each month. Access the detailed report here.

Paypal EU/UK eCommerce & online payment spend [Paypal]
Paypal EU/UK eCommerce & online payment spend [Paypal]

New funding this week: $ -- M

Funding Craze 💰

  • /

Movers & Shakers 🤝

  • Thrasio Multichannel Ads Case Study - from Amazon: "Learn how Thrasio benefited from a partnership with Zeenk to combine multichannel insights" [Amazon Advertising]

  • Society Brands tech platform feature: "E-Commerce Aggregator Society Brands Has ‘Robust’ Pipeline Of Acquisitions; Rolls Out Tech Stack" [Forbes]

Strategy 📈

  • Is Amazon Pushing Prices Higher? Legal Wars Are Waging to Prove It [Cnet]

  • Not only in CA & DC: "Investigation Amazon by German antitrust watchdog extended" [eCommerce News]

  • India issues guidelines to curb fake reviews on e-commerce platforms [Yahoo]

  • Pinduoduo's sister shopping app Temu tops US App Store [Techcrunch]

  • "China set to fine Ant Group over $1 bln, signalling revamp nears end" [Reuters]

  • Flipkart chief warns startups of turmoil and funding crunch for another 12 to 18 months [Techcrunch]

  • BFCM Primer: Billions of Dollars Are at Stake in a Puzzling Holiday Shopping Season [NY Times]

  • Amazon Stock Is Down Big. Get Ready for a Huge Rally. [Barron's]

  • "How retailers are reshaping the advertising industry" [Financial Times]

\Events 🎤

  • Titan Holiday Parties, Dec (various)

  • eCom Camp, Jan 8-10, Orlando, FL

Black Friday was good? The best is yet to come 🎉

US Sales Estimates by Day [Adobe]
US Sales Estimates by Day [Adobe]

Let's make this week count,

Christian

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The Order : Weekly Aggregator Roundup - BFCM stats

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