📦 The Order : Weekly Aggregator Roundup - Macro & micro stats
Issue #98
Happy Sunday,
Here’s a quick roundup of last week’s news :
Chart of the week #1: The macro
The perfect Sunday read. Ben Evans published enough charts to fill the next 100 issues of this newsletter. I’ll leave you with this one, but I highly encourage checking out “The New Gatekeepers”.
Chart of the week #2: The micro
Amazon is a toll road, Marketplace Pulse this week outlined the take rate and it’s development over time in “Amazon Takes a 50% Cut of Seller's Revenue”
Funding Craze 💰
No new rounds announced this week.
Movers & Shakers 🤝
India: GOAT Brand Labs Acquires D2C Brand Imara [Inc42]
Canada: EMERGE Announces Additional Cost Optimization and Synergies Measures [Emerge Brands]
Strategy 📈
To prime or not to prime: “Shopify is in talks to add Amazon's Buy with Prime service. Analysts say this is a 'Trojan horse' that could cut into Shopify's core revenue.” [Business Insider]
The next wave of FBA growth? Or 1p? “Amazon to Push Out Europe Middlemen in Latest Cost-Cutting Move” [Bloomberg]
A taste of the 1P side: “Cash-strapped brands are trying to play hardball with Amazon in 1P vendor negotiations” [Modern Retail]
“A top-100 Amazon seller with over $200 million in sales shares the top 6 things that set apart a successful seller from a failed one” [Business Insider]
“Martha Stewart Gets Around: Opens Store on Amazon” [eCommerceBytes]
“How Warby Parker's Stores Are Setting The Stage For Direct-To-Consumer Brands” [Forbes]
“Instagram is killing live shopping in March, will focus on ads instead” [Techcrunch]
“Google And Amazon Win License To Operate As Payment Aggregators In India” [Yahoo Finance]
Events 🎤
Seller Barcamp, Feb 23-24, Lisbon, Portugal
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