Author Archives: Marcel Weiß

2x by 2020: Zalando on Its Growth Ambitions

At this year’s capital markets day, Zalando presented (PDF) the company’s perspective on growth in the near future. Zalando has high hopes for the company’s platform. Just now, Zalando scored with Weekday the second H&M brand after Cheap Monday to be sold at Zalando. Zalando wants to grow to more than €10 billion in GMV. […]

The Fundamental Difference Between Amazon Prime Wardrobe & Zalando’s “Only Pay What You Keep”

It is illuminating to compare Amazon’s new Prime Wardrobe to Zalando’s “only pay what you keep”. Prime Wardrobe is, one might have guessed, for Prime members only, as so many things these days with Amazon. TechCrunch: First you pick at least three items, and up to 15, from more than a million Amazon Fashion options, […]

These 40+ Commerce Startups Have AI at Their Core

AI, it’s all the rage these days. CB Insights: Investors poured a record high of $4.9B into artificial intelligence (AI) startups in 2016, and AI is already affecting more areas of our lives than many people realize. Even retail and e-commerce companies are increasingly integrating the technology. While chatbots may be one of the more well-known […]

Zalando’s “Only Pay What You Keep” Expands: This is What a Moat Looks Like

After first tests with “Pay Later” in France, Zalando is rolling this out internationally, the company said in its logistics update before today’s capital markets day: This could drastically increase return rates. At the same time, it is becoming far more attractive for customers in countries like France or Italy to shop at Zalando. So, […]

Analysis: Whole Foods in an Amazon Go/Flex/Fresh World

When the news broke last Friday that Amazon is about to acquire Whole Foods, I wrote this: Now we know who the first and best customer for the Amazon Go technology will be. In February, we talked about what Amazon Go might evolve into: It may be illuminating to look at where Amazon most likely […]

What Zalando Is Doing in Logistics From Fulfillment to Local Services

Zalando provided a detailed logistics update (PDF) in the run up to this year’s capital markets day. For Zalando, returns are integrated into the process as the “customer try on”: It’s not news that for online, returns are what fitting rooms are for brick-and-mortar retail. As has been true from the start, Zalando is making […]

Delivery Hero Plans a Big IPO. Does Its Business Model Have a Moat?

Delivery Hero expects trading to begin on the Frankfurt stock exchange on June 30. Bloomberg: “Delivery Hero Seeks $4.9 Billion Valuation as IPO Price Set“: Delivery Hero operates a variety of brands including Lieferheld, Foodora and Foodpanda, through which it either brokers deliveries from restaurants or brings the food to customers’ homes itself, by bicycle. […]