📦 The Order : Weekly Roundup - NRF in NY & Thrasio

Issue #194

Happy Sunday,

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

Chart of the Week:

Stratably’s Russ Dieringer shared an Amazon value framework on his Linkedin. While geared towards 1P, most of this also applies to 3P:

In New York in January for NRF’s Big Show?

Join Jungle Scout & Autopilot on Jan 12 2025 @ the NRF 2025 Amazon Happy Hour presented by Jungle Scout & AutopilotBrand. 👉 Apply on the Event Page

Movers & Shakers 🙌

• Shaken before Christmas: Former Thrasio leadership hit with lawsuit for self-enrichment [Juozas Kaziukėnas on Linkedin]

Strategy ♟

• If Amazon loses it item before it can be sold: Should Amazon refund the item cost, or add a margin on top? Amazon adjusts its fees to ensure the former: “Amazon sellers are in revolt over a new policy they say hurts profits and gives up guarded business data” [Modern Retail]

• Walmart teams up with delivery firm Meituan in bid to boost China e-commerce sales [Reuters]

• Zalando launches on TikTok Shop [Drapers Online]

• Private Equity Survey: Consumer Product Brand Investment Sentiment 2024-25 [Hahnbeck]

Events 🎤

• National Retail Federation NRF 2025, Jan 11-14 in New York

• Prosper Show, Mar 25-27 in Las Vegas

• Shoptalk, Mar 25-27 in Las Vegas

Happy Holidays 🎄

Christian