"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.