Is a Tiktok Ban Coming?

and more D2C / ecom stories this week

Author

Adam Chudy
March 12, 2024

Ecom Influence

TL;DR

More aggregator updates, tiktok may get canceled, some killer twitter threads and more.

Stock Prices

Quick Hits

Tiktok Ban Heats back up (but Trump’s against it)

The FTC goes after Amazon’s new fees

Target launches it’s own version of Walmart+

Bowflex files for bankruptcy - Big fall from the pandemic highs

Oura launches on amazon 

Listing of the Week

Riches are in the Niches:

Did you know Masonic products were a big business? Neither did we.

What we like about this is the audience and products are highly targeted and very niche. You are likely to have less competition and a very clear consumer to target with online ads and community possibilities.

Diverse revenue streams with 20% coming from Tiktok Shop and successful facebook ads.

The basic business metrics are also positive with a growth rate of well over 20%

What We Don’t Like:

The business contains a dropshipping catalog that’s huge. 46,500 items and represents 50% of revenue. While this makes it asset light, it also adds a lot of business complexity that could rapidly become incredibly complex and a big headache.

Thread of the Week

We saved a few bangers down below.

Another Aggregator Down and More Mergers

Benitago last week filed for Chapter 11 bankruptcy protection, despite having raised $325 million in a 2021 Series A round that included both equity and debt.

At the same time Perch was just sold to Razor Group (German aggregator) making it the largest standing aggregator and headed toward $1 Billion in revenue (allegedly).

As a part of the transaction, Razor Group announced a Series D financing of $100 Million in new financing.

Here’s a bonus nugget from MDS Inspire. Unybrands is completely debt free after it’s last transaction (taking on more equity to clear its credit line and other debt). I think they’re the strongest platform out there from a balance sheet and leadership perspective.

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Learn Socia Media Content from a Sword Expert

Isaac is an absolute killer who created an 8 figure brand around katanas and swords using nothing but youtube and other social platforms (with zero advertising).

Now he’s doing it again with a candy brand. Be sure to follow along and learn how to create engaging video content at scale. We suggest spending some time studying their tiktok and youtube videos.

New Keywords in the Category Insight Dashboard

KPIs - What are you Tracking?

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