📦 The Order : Weekly Aggregator Roundup - Amazon Seller Profitability SMB & Enterprise

Issue #97

Happy Sunday,

Here’s a quick roundup of last week’s news :

Chart of the week:

Jungle Scout published gold this week, the “2023 State of the Amazon Seller” report is full of great stats. Here are my top 3 insights from it (stats are seller reported):

And there’s something great on marketplace velocity too:

Funding Craze 💰

No new rounds announced this week.

Movers & Shakers 🤝

• US: Greg Greeley keeps expanding his leadership team: “Thrasio Names Steven Shure President and Chief Commercial Officer” [PR Newswire]

• US: Designer Brands. Inc (parent to DSW Designer Shoe Warehouse) doubles down on owned DTC brands with Keds acquisition and exclusive Hush Puppies brand license [Retail Touchpoints]

• UK: Heroes adds children’s travel brand Trunki [Insider Media]

Strategy 📈

• “The Junkification of Amazon: Why does it feel like the company is making itself worse?” [NY Magazine]

• Despite the German economy’s struggles (which also impacted eCom in Q4), the market remains a key expansion market for sellers: “Amazon Briefing: To protect against an economic downturn, more Amazon sellers are considering expanding to Europe” [Modern Retail]

• Omni-channel & tech platforms are the name of the game, else valuations are down, target acquisition size up, but you knew that since last spring: “‘We’re buying great assets at 20% to 30% lower prices’: How Amazon aggregators have evolved in 2023” [Modern Retail]

• Port-to-porch with the help of Shopify’s Flexport partnership: “Shopify is trying to lure sellers away from Amazon by promising seamless shipping and VIP access on container ships” [Business Insider]

• Shein is expanding beyond its consumer-to-manufacturer model & launching its marketplace in the US: “Shein Marketplace is coming to the US” [Marketplace Pulse]

• “Wholesale Brands Want to Be the New DTC Disruptors” [Business of Fashion]

• “Project Texas: The Details of TikTok’s Plan to Remain Operational in the United States” [Lawfare Blog]

Events 🎤

• Prosper Show, Mar 13-15, Las Vegas, NV

• Shoptalk, Mar 26-29, Las Vegas, NV

• Seller Sessions Live, May 13, London, UK

Make this week count 🙌

Christian