ENTITY
Rokt

Rokt (ROKT AU)

13
Analysis
Information Technology • Australia
Ad network SDK for ecommerce sites to show third-party offers at checkout
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bearish•SHEIN Global Holdings
•09 Feb 2025 08:00

Shein Vs Trump

TL;DR: Trump’s closure of the “de minimis loophole” threatens Shein’s core business of selling Chinese bodysuits and designer dupes into the U.S....

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Sacra
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bullish•Rokt
•22 Jan 2025 08:00

Rokt At $600M/yr Growing 43% YoY

TL;DR: With its acquisition of customer data platform (CDP) mParticle at the beginning of 2025, Rokt is looking beyond the advertising business...

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Sacra
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bullish•Whatnot
•19 Jan 2025 08:00

Whatnot At $359M/yr

TL;DR: With their entertainment-first design, Whatnot has cracked livestream commerce in the U.S where companies like Meta and Amazon struggled....

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Sacra
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bullish•Mirakl
•02 Jan 2025 08:00

Mirakl Vs. Amazon Vs. Walmart

TL;DR: Amazon’s third-party sales generate $360B per year, 60% of all their retail revenue. Sacra estimates that Mirakl, which helps traditional...

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Sacra
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bullish•Fanatics
•22 Oct 2024 08:00

Fanatics At $7B Revenue

TL;DR: Fanatics (2011) has transformed from a Jacksonville-based sports apparel store into a vertically-integrated ecommerce platform doing a Sacra...

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Sacra
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