Let's talk Marketplace "Let's talk Marketplace 55: Honey, who shrunk the fashion business?"
There is no way around it: We have to talk about fashion. The Zalando figures for 2023 are out and show the company's paradigm shift from growth-driven to profitability-maximised, the marketplace landscape for fashion has taken serious blows in the last year - so Fashion-Queen Valerie and Ingrid take up the challenge and discuss the marketplace scenery in this struggling industry. Listen into their take on the Zalando update and their thoughts about the most relevant marketplaces for fashion and shoes.
Valerie's latest marketplace quadrant for fashion and shoes is out - you can find it here: https://tinyurl.com/25xbfh9f
This comprehensive overview has long become an industry standard for the marketplace business, and it has seen quite a lot of changes and updates in the last year.
For Valerie's deeper dive into the Zalando business update, click here: https://tinyurl.com/228aemgx
Newsflash
- Temu marketplace launched in the US, for the beginning just with round about 1000 Chinese sellers who have an inventory in the US.
- Amazon has announced that it will significantly shorten the return period in some categories.
- SHEIN is now on the EU list of Very Large Online Platforms. The EU estimates the number of monthly active Shein users in the EU at 108 million.
- Change of leadership at Otto Group: Michael Otto hands over to his son Benjamin in 2026, Alexander Birken hands over operational management to CFO Petra Scharner-Wolff in 2025.
- SportScheck has found a saviour: The Italian Cisalfa Group is joining as an investor.