📦 The Order : Weekly Roundup - Fees & Debt exposure

Issue #140

Happy Sunday,

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

Chart of the week #1: Amazon fees update

Fees updates for 2024 — good news for sellers of clothing <$20, bad news for everyone else on the inventory side as stock gets potentially more costly to manage.

“Shein forces Amazon to lower fees” (Marketplace Pulse) covers the update on referral fees:

Chart of the week #2: Debt exposure

CB Insight’s Research Brief “Behind the decline of a $10B Amazon aggregator” takes a look at key equity & debt investors in the aggregator space.

Strategy 🦈

• 5 ways Amazon is using AI to improve your holiday shopping and deliver your package faster [Amazon]

• Amazon Says Thieves Swiped Millions by Faking Product Refunds [Bloomberg]

• Amazon shifts from European roads to trains and boats [eCommerceNews]

• Saks and Neiman Marcus are better together [Reuters]

• Temu, the Chinese e-commerce platform, is drawing shoppers from U.S. dollar stores, data shows [CNBC]

• Shein Faces an Uphill Battle to Sustain Growth [The Information]

• China, U.S. Hurdles May Delay Shein IPO Plans [The Information]

• Pinduoduo focus: “The Rise of Temu’s Chinese Parent Will Reshape E-Commerce” [WSJ]

Events 🎤

• National Retail Federation - Retail’s Big Show, Jan 14-16, New York, NY

• The Fortia Group’s eCommerce Summit for Acquirers, Jan 16, New York, NY

• ShopTalk, Mar 14-16, Las Vegas, US — Exhibitor opportunities

Make this week count 🙌

Christian