📦 The Order : Weekly Roundup - eBrands & Razor
Issue #206
Happy Sunday,
Here’s a quick roundup of last week’s news:
Chart of the Week:
Sellside Partners released new data based on ~280 transactions across 2023-2024 of largely Amazon-focused brands. EBITDA multiples are stable at 2-3x range:
Movers & Shakers 🙌
eBrands raises an additional $8M to scale from brand house to tech-enabled export platform [Silicon Canals]
Razor Group raises $15M+ of additional capital from BlackRock, Investors [Bloomberg]
Front Row Group Expands Leadership Team with Four Key Appointments to Drive Next Phase of Growth [PR Newswire]
Strategy ♟
Amazon's Patent Reveals How Alexa+ Will Transform Product Discovery [Forbes]
Personalization of organic rankings on Amazon [Mansour Norouzi]
2025 Amazon Big Spring Sale Preview [Momentum Commerce]
Frankly, a decade ago this headlined would have read the reverse: “How Walmart Built the Biggest Threat Amazon Has Faced” [Wall Street Journal]
Kohl's has stopped accepting Amazon returns at some store locations [Modern Retail]
Google’s Semi-Secret Agent Advantage [Scott Rafer]
US Inflation plummeting, new data shows [Newsweek]
Shein and Temu got a taste of what it could be like once de minimis is gone for good [Business Insider]
Xiaohongshu's Next Move: Testing the Waters in Cross-Border E-Commerce [China Sellers Substack]
eTail Palm Springs 2025: Key Takeaways and Top Learnings from the Best in Retail and eCommerce [eTail]
Event Spotlight - Join us in Las Vegas ! 🎭
Join Smartscout & Autopilot in Las Vegas on Mar 26 7pm around Prosper/MDS/Shoptalk — get your tickets here (code AUTOPILOT gets you $50 off!)
Events 🎤
Prosper Show, Mar 25-27 in Las Vegas
Shoptalk, Mar 25-27 in Las Vegas
Make this week count 🙌
Christian