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Tracxn – Analyst Notes # 1252 – Online Retail

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Soonicorn Club

  • Soonicorn

    On Purple (2015, Alpine) – Direct to consumer mattress company
    Market: Online Retail > Home Decor & Furniture > Mattress > Private Label

Analyst Picks

  • Snappy Gifts (2015, San Francisco) – Mobile-based marketplace for gifts
    Market: Online Retail > Gifting Products > Horizontal > Marketplace
  • Filippo Loreti (2014, Florence) – High-end watch brand for men and women
    Market: Online Retail > Fashion > Accessories > Watches > Private Label

Funding Rounds

Series D, $100M
eMAG (2001, Bucharest, $100M) – Horizontal Online Retailer

Investors: Naspers

Series C, $44M
Tiki.vn (2010, Ho Chi Minh City, $61.0M) – Online retail platform

Investors: Jingdong Group

Series B, $19M
Pomelo Fashion (2013, Bangkok, $31.6M) – Fast-Fashion E-commerce for South East Asia

Investors: Jingdong Group, Provident Capital Partners, Lombard Investments

Series B, $15.3M
Collectabillia (2010, Bangalore, $25.5M) – Online platform selling sports and celebrity merchandise

Investors: Accel Partners

Series B, $10.6M
NEIWAI (2012, Shanghai, $10.6M) – Private label luxury brand of innerwear

Investors: Vertex Ventures China, ZhenFund, Kai Fu Capital

Series A, $10.0M
Trouva (2013, London, $13.8M) – Product discovery of independent boutique fashion items

Investors: Index Ventures, Octopus Investments, Business Growth Fund, Robin Klein, Playfair Capital, Downing Ventures

Series B, $7M
Althea (2015, Seoul, $10.5M) – Korean beauty products

Investors: FirstFloor Capital, Korean Development Bank, InnoVen Capital, Tekton Ventures

Series B, $3.9M
Brosa (2014, Melbourne, $5.9M) – Marketplace for furniture designers and creators
Investors: AirTree Ventures, Bailador, undefined

Conventional Debt, $3.6M
AMERICAN GIANT (2011, San Francisco, $11.1M) – Quality sweatshirts made in America

Series A, $3.5M
Flag & Anthem (2016, New York City, $3.5M) – Online private-label apparel brand for men

Series A, $3.0M
Totwoo (2015, Beijing, $4.6M) – Smart connected jewelry

Seed, $2.3M
GOTit (2013, Kfar Saba, $2.3M) – Mobile app based social marketplace platform

Seed, $2M
Oros Apparel (2013, Cincinnati, $3.2M) – Internet-first brand of performance apparel

Seed, $2M
Aday (2015, New York City, $3.1M) – Direct to consumer brand of activewear clothing for women

Investors: H&M, SoGal Ventures

Series A, $2M
HELM Boots (2009, Austin, $2.1M) – Men’s (and women’s) boots hand-crafted in the USA

M&A

  • China’s HNA in talks to buy e-commerce firm Dangdang likely valued over $1 billionReuters
  • A.C. Moore Acquires Blitsy, Invests In Zibbet PR Newswire
  • Beauty Subscription Service GlamBox Gets Acquired By Saudi Group Inc. Arabia
  • Procter & Gamble just bought this venture-backed deodorant startup for $100 million cash TechCrunch
  • Threadless Acquires Bucketfeet SGB Media
  • Petco Acquires Pet Subscription Service Company Featured on “Shark Tank”petproductnews.com
  • Badger Sportswear to Acquire Alleson Athletic PR Newswire
  • Global Partner Acquisition Corp. And Purple Innovation, LLC Announce Definitive Merger Agreement PR Newswire
  • CSS Industries Acquires Simplicity Creative Group for $64M Citybizlist
  • Xiaomi to buy Youmi Chinadaily

IPO

  • Stitch Fix set to raise $120M from downsized IPO TechCrunch
  • Online apparel retailer Stitch Fix IPO to be priced Nov 16; looks to deliver $2 bln valuation Indiatimes
  • Farfetch Sales Jump in Road to Potential IPO Business of Fashion

New Fund Launch

  • Myntra Launches Handloom Brand ‘Navibhu’ at its 6th Annual BW Businessworld

New Product Announcement

  • Xiaomi Redmi Y1, Redmi Y1 Lite With 16MP Selfie Camera Launched Starting at Rs 6,999 News18
  • OnePlus 5T coming to India on 16th November via Amazon The Indian Wire
  • Flipkart to launch its own smartphone under the Billion brand Livemint
  • OnePlus 5T flagship starts at $499, launches November 21 TechSpot
  • Amazon Marketing Services Launches In Canada MediaPost
  • Amazon launches Alexa-less Fire TV Stick for international users of its Prime video service TechCrunch
  • Amazon takes on office supply retailers with launch of Business Prime ShippingTechCrunch
  • Xiaomi India to Launch New Smartphone Series on November 2, Mi Note 3 ExpectedNew Delhi Television

New Market Entry

  • JD.com marches into real estate market 4-Traders
  • Amazon launches first own furniture brand Retail
  • Kroger fights back at Amazon-owned Whole Foods and launches an apparel brand CNBC
  • JD.com Enters Automobile Service Industry, Plans to Help Create at Least 100,000 Smart Repair Shops Yicai Global
  • Scentbird expands into bath and body market with own-brand range Cosmetics Business

New Geo Entry

  • China’s Xiaomi seeks to reignite global push with Spain launch Reuters
  • Amazon launches its Echo devices and Alexa in Japan TechCrunch
  • Amazon Australia Has Landed, First Sign Placed Outside Warehouse ChannelNews
  • Amazon Echo and Echo Plus are now available in US The Bulletin Network
  • Xiaomi Mi Mix 2 and Redmi Note 5A Prime Are Coming to Pakistan ProPakistani
  • Xiaomi opens new flagship shop in Moscow Telecompaper
  • Xiaomi opens its first Mi-branded store in Egypt T3 Middle East

Business Partnership

  • Alibaba Group, Auchan Retail and Ruentex Form New Retail Strategic Alliance Business Wire
  • Apple and GE team up on software to track power plants, machinery Reuters
  • Qualcomm signs $12 billion in China deals amid Trump visit Reuters

Company Announcement

  • Amazon will start delivering packages into the homes of Prime members Recode
  • Apple Says iPhone X Will Be Available for Walk-In Customers at Stores on Launch DayMacRumors
  • Xiaomi looking to invest $1 billion in Indian startups Nternet

Earnings Release

  • Amazon.com Announces Third Quarter Sales up 34% to $43.7 Billion Business Wire

Earning Commentary

  • Alibaba Q2 Profit Surges; Lifts FY18 Revenue Growth View RTTNews

Commentary on Company

  • Amazon to end Fresh grocery delivery service in some areas financetime.org

New Feature Release

  • Amazon revamps the Kindle app with a new design and deeper Goodreads integrationTechCrunch
 

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