Darrell Etherington at TechCrunch with a rather colourful metaphor for the rumored deal between Walmart and Jet.com:
A Wal-Mart exit isn’t the upstart victory against an industry giant originally foretold in Jet’s creation myth – it’s more like the two survivors of a nuclear apocalypse meeting on the wasteland and pooling resources to eke out another few days of survival.
If that deal goes through it will not be a power move but a move out of desperation.
TechCrunch also makes a connection between Walmart and Amazon on one side and Shopify on the other side:
But there is some hope among alternative models, provided those models account for and integrate Amazon’s dominance. Shopify reported earnings today, impressing investors with 93 percent revenue growth vs. the year-ago quarter. A key bullet point in Shopify’s earnings release notes that the company’s first integrated marketplace channel, Amazon, is in advanced beta testing and headed for a full product launch by end of year. (…)
Go to Amazon to buy mainstream online, and go boutique for everything else. (…)
Unlike with the encroachment of big box brick-and-mortar, this doesn’t so far seem to be a story where the “local” online retailer has to die for the big one to thrive, so long as Shopify’s earnings are a decent reflection of the health of the more modestly-sized end of the market.
Yes, indeed. But there is more. The recent Dollar Shave Club aquisition is another example of a landscape that has more to offer than just Amazon and Walmart.
- What a Potential Exit of Jet.com to Walmart Would Mean
- WSJ: Walmart in Talks to Buy Online Retailer Jet.com
- Silicon Valley Venture Capitalists Are Afraid of Amazon
- ShippingPass: Does Walmart Stand a Chance with Two-Day Shipping against Amazon Prime?
- U.S. Launch: How Will Walmart ShippingPass Fare in the Next 30 Days?