LTM 114: About You/Zalando Merger, Nike back on Amazon, Promising Figures for Germany

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