Amazon Business Aggregators – Competitive Landscape & 2023 Outlook

  • Private Equity
  • Industrials
  • North America

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Former Senior Executive at Thrasio Holdings

Key Inisghts

  • Focus on industry profitability has prompted marketing investment trims – may likely be followed by 10-15% sales declines on top of 2022's already 20- 30% sales declines vs 2021
  • While Thrasio's brand-agnostic model can cast a wide net by bringing different brands into its portfolio, it’s limited from cross-selling efficiencies that category- specific aggregators can leverage to bundle goods together
  • "[A]ggregators that win ultimately have a combination of defensible technology, they have intellectual property and patents on their products, they either had a vertically integrated model where they actually owned manufacturing”
  • Consolidation among aggregators makes more sense because “the issue [isn’t] the quantity of the brands, it’s the quality of the business operation and a cohesive strategy on the brand side.”


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