📦 The Order : Weekly Roundup - Amazon MAU, Autonomous Agents & Flywheel
Issue #135
Happy Sunday,
Here’s a quick roundup of last week’s news :
Chart of the Week #1: Amazon MAUs in EU 📊
Amazon published its Transparency Report - among others detailing stats of monthly active users for EU countries. Amazon counts on average 181,368,208 monthly active users across the EU.
Autonomous Agents Delivering 14-21% Organic Lift? Meet Autopilot-mode 🤖
GenAI is paving the ground for a new generation of Amazon store operations, and enabling the first use cases of full automation. No more work in tools, but rather fully leveraging automation to drive considerable organic sales boost.
Learn more about this in Autopilot’s recent blog post, or check out my quick video below:
📽 Autopilot-mode | Leveraging GenAI for true Automation & Creating a 14-21% Organic Lift - Watch Video
Chart of the Week #2: Funding Stats 📊
Crunchbase looks at the VC funding crunch in “VCs No Longer Do DTC”:
Movers & Shakers 🙌
Omnicom Buys E-Commerce Shop Flywheel Digital for $835 Million [Wall Street Journal]
Society Brands Acquires Club EarlyBird, Partnering with Founders to Introduce Revolutionary Morning Cocktail to Millions of Americans [PR Newswire]
Shein buys Missguided brand from Mike Ashley firm [BBC]
Strategy 🦈
Ads 💛 Prime Video: "Leaked Amazon document details a wildly successful ad business from a tech called 'slot-splitting' [Business Insider]
Amazon Is Updating Its FBA Removals Policy [eCommerceBytes]
Amazon’s clothing stores are closing down [The Verge]
Amazon unveils buy now, pay later option from Affirm for small business owners [CNBC]
FTC Heat #1: FTC Says Amazon Crippled Moms-and-Kids Startup Zulily [Bloomberg]
FTC Heat #2: Jeff Bezos urged Amazon to flood search results with junk ads, FTC alleges [CNBC]
FTC Heat #3: Amazon earned $1bn from secret pricing algorithm, FTC alleges [Financial Times]
FTC Heat #4: Amazon punished its own sellers to limit Walmart's reach, FTC says [Reuters]
Amazon and Shopify sellers are using AI to save time, better understand their customers, and improve their profit margins [Business Insider]
Shopify GMV up 22% to $56B: “Shopify shares surge 22% on earnings beat, rosy guidance” [CNBC]
Shopify’s Marketplace Expands to the Web [Marketplace Pulse]
Shopify Magic?! “Shopify merchants seek AI boost for key sales decisions” [Reuters]
Shein deepens its relationship with Forever 21, will begin selling co-branded clothes online [CNBC]
CommerceIQ Category Brand Performance Data [CommerceIQ Linkedin]
The ‘direct’ in D2C still matters [Tech in Asia]
The Birkenstock IPO Flop [The Robin Report]
Events 🎤
Amz Innovate, Nov 13-14, New York City, US
ShopTalk, Mar 14-16, Las Vegas, US — Exhibitor opportunities
Make this week count 🙌
Christian