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E-Commerce Is A Bear

Craig Shapiro

Fantastic post from Andy Dunn (founder of Bonobos) about the challenges related to e-commerce. Specifically, "in two decades of e-commerce in the US, we have produced only two standalone e-commerce companies of meaningful enterprise value: Amazon and eBay. One went public in 1997, the other in 1998. We haven’t had an IPO of an e-commerce company that has gotten to a two billion of market cap in fifteen years..."

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  • Amber Wentworth

    This happened more than a decade ago. Today, there are more emerging ecommerce sites, on both commercial and personal platforms. The trend is uprising and many have seen a high amount of success in their respective businesses. As a consumer, I personally prefer online modes of transactions which are very convenient and almost effortless. Online transactions can also be performed anywhere and at any time of the day as long as you have a laptop or a mobile device with a data network.

  • Ben Goldhirsh

    super interesting. Also interesting that the thinks about e-commerce here specifically from a platform standpoint. Certainly tough to hang with the large marketplaces on that front, but I do think it's been a total boon for a lot of brands that can now sell direct at scale.