ENTITY
ShipBob

ShipBob (SHIPBOB US)

16
Analysis
Industrials • United States
Fulfillment software and warehouse network for SMBs and non-Amazon ecommerce merchants
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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
130 Views
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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
147 Views
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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
113 Views
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bullish•SHEIN Global Holdings
•16 Oct 2024 08:00

Shein Vs H&M Vs Zara

TL;DR: Sacra estimates that Shein generated $32.2B in revenue in 2023, up 40% YoY, with their "real-time retail" model that turns TikTok trends...

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Sacra
204 Views
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