LTM 114: About You/Zalando Merger, Nike back on Amazon, Promising Figures for Germany
Description
In this episode, Ingrid and Valerie discuss the most important marketplace news from May – and one topic clearly stands out: the proposed merger between Zalando and About You is now officially under scrutiny by the European Commission. Many brands have already received formal inquiries from Brussels. The two explore what this means for brands and the deal’s timeline – and talk about why About You pulled out of TikTok Shop after just four weeks.
Also in this episode: Nike is back on Amazon as a 1P supplier, and e-commerce in Germany is growing again – but almost entirely driven by marketplaces. The same goes for the Otto Group, whose improved numbers are largely thanks to its marketplace business.
And they take a look into the future: at gaming platform Roblox, which is entering e-commerce with Shopify, and at the potential impact Amazon’s AI shopping assistant Rufus could soon have.
Chapters:
00:00 Marketplace News Overview
06:53 Merger Investigations and Market Impacts
12:47 Nike's Return to Amazon
13:56 E-Commerce Growth in Germany
16:40 Roblox cooperation with Shopfy
17:35 Emerging Trends in E-Commerce
20:12 Community Building and Future Outlook
United States
