Weekly Round Up

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€2.2B JD–Ceconomy Deal, 400K Bitcoin Gift Cards, and 80% Mobile Traffic

€2.2B JD–Ceconomy Deal, 400K Bitcoin Gift Cards, and 80% Mobile Traffic

Inside: LatAm OTC shake-up, JD.com’s €2.2B Europe push, 400K Bitcoin gift cards at checkout, and mobile now 80% of retail traffic.

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The $461B Global Coffee Market | Frappuccino M&A | LATAM Prepaid Cards

The $461B Global Coffee Market | Frappuccino M&A | LATAM Prepaid Cards

Freeman Spogli joins the $461 billion party of Global Coffee Market, appliances saw a 135% year over year growth in the Amazon Prime Day.

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$50 Cashmere Sweaters I $1.3 Trillion In Play In Consumer Tech I $200M DTC Deal

$50 Cashmere Sweaters I $1.3 Trillion In Play In Consumer Tech I $200M DTC Deal

Consumer tech Players are in a $1.3T field, while social commerce escalates fast to $1 trillion.

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$2.3B Vizio Pivot, Walmart's Screen-to-Shelf Play, B2B Gift Cards Accelerate

$2.3B Vizio Pivot, Walmart's Screen-to-Shelf Play, B2B Gift Cards Accelerate

Inside: comfort-first splurges, AI’s quiet risk edge, and Walmart’s Vizio pivot turning screens into ad engines.

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Prime Day’s Record Run: Boomers and GenZ Fuel a $14B Boom

Prime Day’s Record Run: Boomers and GenZ Fuel a $14B Boom

Older shoppers and planned purchases drove a record-setting $14B as Prime Day cemented its status as the cloud-era Black Friday.

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$2B Transport Deals, eCommerce Hits 20%, and Shein Shifts East

$2B Transport Deals, eCommerce Hits 20%, and Shein Shifts East

Inside: vehicle-driven mega-deals, e-commerce’s stealth share grab, and Shein’s Hong Kong listing gambit.

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Digital Wallets Hit 53%, Cards Slide to 20%

Digital Wallets Hit 53%, Cards Slide to 20%

Biometric taps are eclipsing plastic swipes, propelling mobile wallets to dominate more than half of global online spend.

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$10B Lakers Deal, Gen Z Premiums, LatAm eComm I ConsumerM&A x CapLink Joint Venture

$10B Lakers Deal, Gen Z Premiums, LatAm eComm I ConsumerM&A x CapLink Joint Venture

Inside: our new CapLink alliance, details on the October Private Capital Summit, AI’s checkout stumble, and how a $10B Lakers sale rewrites franchise math.

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23andMe Redux, Breakage Drops, and Price Sensitive Shoppers

23andMe Redux, Breakage Drops, and Price Sensitive Shoppers

Rising rates and cautious buyers have turned the 2021 deal spree into a 2024 game of selective, cash-flow-first acquisitions.

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Dad’s Day Goes Experiential, and Young Spenders Lead

Dad’s Day Goes Experiential, and Young Spenders Lead

Younger shoppers are driving a shift from traditional gifts to high-emotion, high-ticket experiences—reshaping how brands should court the $24B Father’s Day wallet.

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The $1B Beauty Bet, AI PC Busts, and Checkout Fatigue

The $1B Beauty Bet, AI PC Busts, and Checkout Fatigue

We’re digging into how personalization is reshaping consumer loyalty, why AI PCs are failing to win buyers, the $1B bet Elf is making on Hailey Bieber’s Rhode, and what abandoned carts say about price sensitivity in 2025.

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Africa’s eComm Doubles—But Delivery’s Still Catching Up

Africa’s eComm Doubles—But Delivery’s Still Catching Up

It’s Thursday and we’re diving into the $113B African eCommerce bull run, single retailers dominate Gift Cards space.