📦 The Order : Weekly Roundup - Silq & Acadia

Issue #211

Happy Sunday,

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

Chart of the Week #1:

NRF is forecasting that retail sales during 2025 will grow between 2.7% and 3.7% over 2024 to between $5.42 trillion and $5.48 trillion.

Chart of the Week #2:

In ‘Veteran Amazon Sellers Increasingly Dominate’ Marketplace Pulse dives into seller dynamics:

Movers & Shakers 🙌

• ShopUp and Sary Merge to Create SILQ, Gulf-Emerging Asia’s Largest B2B Commerce Platform, Secures USD$110M Funding [Media Outreach]

• Agency M&A: Acadia acquires crush [Ad Exchanger]

Strategy ♟

• CEO Andy Jassy’s 2024 Letter to Shareholders [Amazon]

• Amazon Cancels Some Inventory Orders From China After Tariffs [Bloomberg]

• Chinese sellers on Amazon to hike prices or exit US as tariffs soar [Reuters]

• Amazon Seeks Partners for $15 Billion Warehouse Expansion Plan [Bloomberg]

• Trump tariffs mean higher prices, big losses for Amazon sellers that source from China [CNBC]

• NRF 2025 retail sales forecast [NRF]

• TikTok is laying off staff as it restructures part of its e-commerce business [Business Insider]

• Shein’s Bargain-App Formula Crumbles Under Trump [Wall Street Journal]

• Temu Unseats Allegro as Poland’s Top E-Commerce Platform [Bloomberg]

…and as the tariff dynamics continue, here are the current rates.

Events 🎤

• Amazing Days, Sofia Apr 28

• Amazon Accelerate, Seattle Sep 16-18

Make this week count 🙌

Christian